Travis Hoyam

Mentioned in 9 analyzed podcast episodes across 1 show

Appears On

Episode Appearances

Motley Fool Money · Jul 10, 2026

What History Teaches Us About Today’s Market

“Episode host leading discussion on historical technology adoption patterns and AI parallels”

AI Infrastructure Investment and Capital RequirementsEnterprise vs. Consumer Technology Adoption PatternsNVIDIA Competitive Positioning and Robotics Opportunity

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Motley Fool Money · May 8, 2026

Elon Musk, Chip Giant?

“Episode host leading discussion on chip manufacturing, SaaS earnings, and 10-year technology forecasts”

Semiconductor Manufacturing Capacity and Supply ChainVertical Integration in Technology CompaniesAI Integration in Enterprise Software

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Motley Fool Money · Apr 24, 2026

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

“Episode host leading discussion on Apple, Intel, and SaaS valuations”

Apple CEO Transition and Leadership PhilosophyIntel's AI-Driven CPU Shortage and Foundry Business GrowthSaaS Valuation Disconnect and Market Panic Selling

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Motley Fool Money · Apr 22, 2026

SpaceX Goes on $60 Billion AI Buying Spree

“Hosted episode and moderated discussion on healthcare and AI topics”

GLP-1 medication distribution and telehealth competitionAmazon pharmacy expansion strategyHealthcare supply chain disruption

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Motley Fool Money · Apr 10, 2026

AI’s Most Dangerous Moment

“Primary host guiding discussion on earnings season and stock analysis”

Q1 Earnings Season OutlookAI Safety and Model ContainmentData Center Power Constraints

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Motley Fool Money · Apr 8, 2026

Why Alphabet is the Winner from Anthropic’s Incredible Growth

“Episode host leading discussion on Anthropic, Apple, and Delta earnings”

Anthropic Revenue Growth and Enterprise AI AdoptionAlphabet's Strategic AI Infrastructure PositioningGoogle TPU vs NVIDIA GPU Competition

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Motley Fool Money · Apr 1, 2026

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

“Primary host leading discussion on OpenAI, Nike, and Oracle developments”

OpenAI Funding and IPO StrategyAI Infrastructure Capital ExpenditureArtificial General Intelligence (AGI) Timelines and Contingencies

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Motley Fool Money · Feb 25, 2026

Who Pays for PayPal?

“Host of Motley Fool Money episode; long-time Axon shareholder since 2014-2015”

PayPal Acquisition SpeculationPrivate Equity Buyout ScenariosStripe vs PayPal Strategic Merger

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Motley Fool Money · Feb 24, 2026

Party Like it’s 2027

“Motley Fool analyst; selected Hims & Hers as rule breaker opportunity with asymmetric upside potential”

Small Business Lending and SBA Loan OriginationFintech Platform Ecosystems and Horizontal ExpansionDirect-to-Consumer Telehealth Business Models

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