Josh Middleton
3.8K posts


@foliotrail Don’t know the full regulatory lift, but $HOOD builds fast, sometimes too fast. If it’s $100M for them, incumbents are $300M and twice the timeline. No way this is a negative vs peers.
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This week I closed my $HOOD position. Why? Many reasons, but this was the nail in the coffin.
“$100M to build the Trump Accounts app.” Seriously?
Vlad, remember when you started. Today we have AI coding. $100M for that?.
Give any A-team access to the Robinhood backend and they’ll probably build it for $5M or less.
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@ChrisCamillo Some people have champagne taste with root beer risk tolerance.
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@ChrisCamillo “The market can stay irrational longer than we can stay solvent”. lol
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To think $AMZN initially traded down 5% on the earnings print.
The Transcript@TheTranscript_
$AMZN CEO: "If our chips business was a standalone business and sold chips produced this year to AWS and other third parties as other leading chip companies do, our annual revenue run rate would be $50 billion. As best as we can tell, our custom silicon business is now one of the top three data center chip businesses in the world. And the speed at which we've gotten here is extraordinary"
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@StockOptionCole What’s the catalyst from earnings to cause the lift? I’m believer in Vlad and $HOOD but curious to the l earnings thesis especially given strong link to Crypto trading revenue. By the way I hope you’re right. lol.
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I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss markets, share research, break down news, challenge ideas, and learn from each other in real time.
What it is:
• Research sharing
• Smart market discussion
• News flow and reactions
• Networking with serious people
• Different views, same goal: improve
What it is not:
• Spam & pump
• A sales funnel
• Buy/sell alerts
• Self-promotion
• Financial advice
What’s expected:
• Add value
• Be respectful
• Think independently
• Debate ideas, not people
If you want in, comment: YES
I’ve already tried adding everyone who requested access so far, but X has changed group messaging.
You may need to update your X app enable the new X Chat system by opening messages and setting your personal 4-digit PIN first.
Once that’s done, I can add you.
-BP
$IREN $CIFR $NBIS $AAOI $OUST $AMPX $RKLB $HIMS $PNG.V $ONDS
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@KPILLAR4 @BlueBirdTerr Guarantee your arm is better from center.
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What now?!?! Can’t be real life.. @BlueBirdTerr
I feel like if there is anymore injuries I’m going to have to start hitting an throwing again 😭
Mitch Bannon@MitchBannon
Daulton Varsho, one of the #BlueJays hitting fairly well right now, just came out of the game in the 3rd inning. He's been replaced by Myles Straw. Updates to come
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@EricBalchunas Funny part is guy on billboard on left is John Morgan (#Billionaire).
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I can’t say who he reminds me of but I know y’all see it too… x.com/Fatslob1123/st…
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@Kevin_AGraham When my wife said she wants divys i said you need $PEY. lol
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Let this set in……
Sportsnet Stats@SNstats
Blue Jays are 1-for-17 with the bases loaded this season
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@ChrisCamillo With $Gain Needoh’s in their break room? lol
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