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Evan
ROBINHOOD $HOOD JUST UNVEILED ITS AUGUST MONTHLY METRICS
Funded customers - 26.7M
Total Platform Assets - $303.9B
Net Deposits - $4.8B
Margin Balance - $12.5B https://t.co/pHBIZ4WTYO
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ROBINHOOD $HOOD JUST UNVEILED ITS AUGUST MONTHLY METRICS
Funded customers - 26.7M
Total Platform Assets - $303.9B
Net Deposits - $4.8B
Margin Balance - $12.5B https://t.co/pHBIZ4WTYO
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Simplifying Stocks, CPA
Wall Street Cheers Signs Fed-Rate Cut a Done Deal https://t.co/iPJE4DNPt9
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Wall Street Cheers Signs Fed-Rate Cut a Done Deal https://t.co/iPJE4DNPt9
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App Economy Insights
$ADBE Adobe Q3 FY25 (August quarter):
• RPO +13% to $20.4B.
• Digital Media ARR +12% to $18.6B.
• Revenue +11% to $6.0B ($80M beat).
• Non-GAAP EPS $5.31 ($0.13 beat).
• Q4 FY25 revenue ~$6.1B ($10M beat).
• FY25 revenue ~$23.7B ($0.1B beat). https://t.co/XwvqKgrsEH
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$ADBE Adobe Q3 FY25 (August quarter):
• RPO +13% to $20.4B.
• Digital Media ARR +12% to $18.6B.
• Revenue +11% to $6.0B ($80M beat).
• Non-GAAP EPS $5.31 ($0.13 beat).
• Q4 FY25 revenue ~$6.1B ($10M beat).
• FY25 revenue ~$23.7B ($0.1B beat). https://t.co/XwvqKgrsEH
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Offshore
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Evan
What a morning of economic data
Kalshi is now pricing in 3 rates in 2025 from Jerome Powell and the 🇺🇸 Fed as the most likely outcome https://t.co/TFj8EkC280
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What a morning of economic data
Kalshi is now pricing in 3 rates in 2025 from Jerome Powell and the 🇺🇸 Fed as the most likely outcome https://t.co/TFj8EkC280
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AlexandrIA
... What’s born from your gaze 🐡
Good Night friends https://t.co/cO5EoMYGB4
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... What’s born from your gaze 🐡
Good Night friends https://t.co/cO5EoMYGB4
... What’s born from your gaze 🐣 https://t.co/sjaj8MtKyb - AlexandrIAtweet
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Dimitry Nakhla | Babylon Capital®
Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸
1. $ICE increased revenues annually past 20 years
2. $ICE increased FCF in 17 of last 20 years
3. $ICE increased Normalized EPS annually past 20 years
Formidable moat & highly predictable business https://t.co/oV5UKtAcaQ
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Intercontinental Exchange deserves to be re-rated & trade for 24x - 26x 💸
1. $ICE increased revenues annually past 20 years
2. $ICE increased FCF in 17 of last 20 years
3. $ICE increased Normalized EPS annually past 20 years
Formidable moat & highly predictable business https://t.co/oV5UKtAcaQ
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