Todd Travis

[Todd Travis @toddtravis76]

@TommyThornton Great thoughts and insights as always! Thank you for sharing.

[Thomas Thornton @TommyThornton]

Here are the 2026 Hedge Fund Telemetry expectations and predictions. It's unlocked https://t.co/xcOD66P8v3

[Andrew Thrasher, CMT @AndrewThrasher]

Great line from Michael Cembalest, JPM.....
"Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four nuclear plants), as well as increased borrowing by Oracle whose debt to equity ratio is already 500% compared to 50% for Amazon, 30% for Microsoft and even less at Meta and Google."

[Todd Travis @toddtravis76]

@SCJohnson Thanks for the response. Both were purchased in Costco multi packs but about 12-18 months apart, so maybe Costco was involved in the repackaging decision. We try to be frugal in this crazy world, so will have to pay attention. Thanks.

[Todd Travis @toddtravis76]

@SCJohnson We’ve been loyal to Ziploc bags for many years, but looks like time to buy generic. Same size box almost fooled me, but I bought a lot more air on this recent purchase:(

[Todd Travis @toddtravis76]

@NorthmanTrader Excellent market update. Thank you Sven!

[Todd Travis @toddtravis76]

@noelsmith Not typically. Moratoriums go into place when impact areas are defined and remain in place until after the storm passes, which stops new policies from being issued.

[Todd Travis @toddtravis76]

@rightviewrob Rob, I always find value in your posts and really appreciate you sharing your ideas or links.

[Todd Travis @toddtravis76]

@Peter_Atwater @jessefelder Such a perfect illustration!

[Todd Travis @toddtravis76]

@NorthmanTrader Awesome update Sven! Thank you.

[Todd Travis @toddtravis76]

@TommyThornton Thank you!

[#BuyFear @FordWealth]

Valuations:
-30% to get to 20X
-48% to get to 15X
-65% to get to 10X

[Todd Travis @toddtravis76]

@NorthmanTrader Excellent update video, as always! Thank you Sven!

[Todd Travis @toddtravis76]

@NorthmanTrader Great update video Sven! Thank you.

[Todd Travis @toddtravis76]

@TommyThornton 443.21

[Todd Travis @toddtravis76]

@FrankCappelleri Great chart Frank. Thank you for sharing.

[Todd Travis @toddtravis76]

@FrankCappelleri @barronsonline Congratulations Frank!

[Todd Travis @toddtravis76]

@NorthmanTrader Excellent NorthCast as always Sven. Thank you for sharing this and so much of your work. I appreciate you! Happy Holidays.

[Todd Travis @toddtravis76]

@FrankCappelleri Frank, thank you for your outstanding analysis. I appreciate you sharing knowledge and insights!

[Todd Travis @toddtravis76]

@FrankCappelleri Congratulations Frank! Tonight’s Breaking Out Video was outstanding. Thank you for sharing!