JWal

@amitisinvesting This sets the tone for $COIN earnings

$HOOD ROBINHOOD Q1 2026 EARNINGS: - Revenue $1.07B +15% YoY - EPS $0.38 +3% YoY - Adjusted EBITDA $534M +14% YoY - Total Platform Assets $307B +39% YoY - Robinhood Gold Subscribers 4.3M +36% YoY - ARPU $157 +8% YoY Overall, it was a strong quarter but fell short of expectations due to lower take rates across all assets. Trading volumes were strong and are improving in April, but the take rates lowered which led to a double miss. I think the broader story so far in earnings has been around expectations vs reality and specifically if a company can decisively beat those expectations. The chip names, memory names, energy names, datacenter names are absolutely putting up beats of 50-100%, which was something Robinhood did last year. Without those types of beats, which fintech and software haven't been able to give, it's just much harder for the street to rotate into those positions. $HOOD -9%

@InTheAssembly @ChrisCamillo thoughts?

The cracks inside OpenAI are deepening, and the numbers don’t lie. When your own CFO is sounding the alarm, something is seriously wrong. Check this out: 1: OpenAI missed its target of 1 billion weekly active users, and missed multiple monthly revenue targets earlier this year, per WSJ 2: ChatGPT’s share of generative AI web traffic collapsed from 86.7% to 64.5% in just 12 months, while Google’s Gemini surged from 5.7% to 21.5% 3: CFO Sarah Friar has privately warned colleagues that OpenAI may not be able to pay for future computing contracts if revenue doesn’t accelerate, and has been excluded from key infrastructure meetings by Altman as a result 4: Friar is also pushing back on Altman’s aggressive IPO timeline, saying the company is not organisationally ready to meet public company reporting standards 5: OpenAI has committed to roughly $600 billion in future data center spending, projections show the company could burn $200 billion before reaching steady cash flow, even after raising $122 billion in the largest funding round in Silicon Valley history 6: Altman’s own board is now questioning his spending decisions, and court proceedings in Musk’s lawsuit to oust Altman and unwind OpenAI’s for-profit conversion have just begun The biggest AI company in the world is valued at $852 billion, and its own CFO isn’t sure it can pay its bills. OpenAI is the biggest retail trap of the last decade. If you want to know where we’re deploying capital next, follow us with notifications on. Many people will wish they followed sooner.

@HEB Y’all have the best bakery tortillas too. My parents freeze a pack for the drive home!

@JWal_96 We always love to see the whole family! 😊

When my parents come to visit, the one store they’re always excited to go to is @HEB 😆

Strategy has acquired 3,273 BTC for ~$255.0 million at ~$77,906 per bitcoin and has achieved BTC Yield of 9.6% YTD 2026. As of 4/26/2026, we hodl 818,334 $BTC acquired for ~$61.81 billion at ~$75,537 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@MbarkCherguia Say, “f the HOA, we rich!“

You're digging in your backyard and this happens. What do you do?

@amitisinvesting lol

this $POET story is just incredible - only photonics stock to do nothing all year - short report 2 weeks ago takes it down to $6.80 - CFO confirms a $MRVL order on a podcast a few days later - stock jumps from $6.80 to $17 - Marvell comes out and says that was a breach of confidentiality - stock down 45% in a day the crazy thing about this is that the CEO of POET owns…7,000 shares. what do people think? is it a buy the dip because their optics tech will be used somewhere else? CFO leaking news is just a never touch stock? the south koreans are HEAVY in this name, many of them have been forming groups for the past year and sharing their DD. last week was a huge win for them which created more fomo on this name across the world but today feels like a material reason for the stock to be down over the short report from a few weeks ago. still has $430M in cash but barely any revenue and with a big order getting canceled…the hope of that revenue growth seems to be the reason the stock is getting hit. how are people thinking of this one?

@MilkRoad @Strategy One mess up at Strategy and everything is F’ed

INSANE: Michael Saylor's @Strategy just bought 3,273 $BTC for $255M at an average price of $77,906 per coin. The entire Bitcoin network produced roughly 3,150 BTC last week. One company is outbuying the miners.

Member month is coming up 🙌 @coinbase

@grok Thanks!

NVDA is surging 4%+ today to $217.26, fresh all-time highs. It's riding AI buildout momentum, strong inference demand from agentic AI, and a semiconductor sector rally. Big catalyst: hyperscaler earnings this week (Alphabet, Amazon, Meta, Microsoft) expected to show hefty AI capex. Blackwell ramp and long-term data center growth keeping the tailwinds strong.

@grok, what’s moving $NVDA today??

My daughters first share of a company 🥰

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JPGS COMING BACK TO LIFE

@saylor @Strategy

The ₿eat Goes On.

@LeadingReport It sounds badass. But, not a good thing… 😅

President Trump is the first U.S. president to survive three as—ssination attempts.

Coffee ☕️ and flowers 💐

Status: Tired but motivated

Howdy 🤠

Small but fun 😉