Thediversifiedfinsanalyst

658 posts

Thediversifiedfinsanalyst

@divfinsanalyst

Former sellside/buyside equities analyst Thoughts on diversified fins cos (Exchanges, eBrokers, FI trading) @ link below Not Financial Advice. DYOD

Colorado, USA Katılım Ocak 2025

254 Takip Edilen229 Takipçiler

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Thediversifiedfinsanalyst@divfinsanalyst·2 Eyl

My Deep Dive on $MIAX was published this AM (link in reply to this post) - MIAX History - Exchange Industry Overview - MIAX Business Lines / Financials / Earnings Outlook - Examining Prop Product Launches & Growth - Thoughts on Valuation (acquisition potential?) @MIAXexchange

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Thediversifiedfinsanalyst@divfinsanalyst·2d

Intercontinental Exchange, Inc. ( $ICE) 1Q26 Earnings Review @ICE_Markets @NYSE thediversifiedfinsanalyst.substack.com/p/intercontine…

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Thediversifiedfinsanalyst@divfinsanalyst·2d

@amandalfischer @CFTC How many comments does a proposed rulemaking typically get? I'm guessing materially lower than the ~1500 on here?

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Amanda Fischer@amandalfischer·2d

Nothing lately has buoyed me more than all of the regular people commenting on the @CFTC prediction market solicitation. Hundreds of ordinary citizens expressing their concern about addiction, insider trading and law enforcement. comments.cftc.gov/PublicComments…

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Thediversifiedfinsanalyst@divfinsanalyst·2d

Online Brokers ( $HOOD, $IBKR, $SCHW) - March Metrics Review @RobinhoodApp @IBKR @CharlesSchwab thediversifiedfinsanalyst.substack.com/p/online-broke…

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Thediversifiedfinsanalyst@divfinsanalyst·3d

Tradeweb Markets Inc. ( $TW) 1Q26 Earnings Review @Tradeweb thediversifiedfinsanalyst.substack.com/p/tradeweb-mar…

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Thediversifiedfinsanalyst@divfinsanalyst·3d

Pretty solid results from $ICE this morning @ICE_Markets @NYSE

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Thediversifiedfinsanalyst@divfinsanalyst·3d

Robinhood Markets, Inc. ( $HOOD) 1Q26 Earnings Review @RobinhoodApp thediversifiedfinsanalyst.substack.com/p/robinhood-ma…

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Thediversifiedfinsanalyst@divfinsanalyst·4d

Nasdaq, Inc. ( $NDAQ) 1Q26 Earnings Review @Nasdaq thediversifiedfinsanalyst.substack.com/p/nasdaq-inc-n…

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Thediversifiedfinsanalyst@divfinsanalyst·5d

CME Group Inc. ( $CME) 1Q26 Earnings Review @CMEGroup thediversifiedfinsanalyst.substack.com/p/cme-group-in…

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Thediversifiedfinsanalyst@divfinsanalyst·5d

@Kalshi said it has completed its first ever bespoke block trade, with Jump Trading providing liquidity for the prediction market exchange. bloomberg.com/news/articles/…

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Thediversifiedfinsanalyst@divfinsanalyst·6d

Interactive Brokers Group, Inc. ( $IBKR) 1Q26 Earnings Review thediversifiedfinsanalyst.substack.com/p/interactive-… @IBKR

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Thediversifiedfinsanalyst@divfinsanalyst·24 Nis

Claude is hilarious

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Thediversifiedfinsanalyst retweetledi

Yellowbrick Investing@joinyellowbrick·17 Nis

Added 66 new stock write-ups to the site (pt 2): @HolyFinance (holding updates) - $NIL-B.ST, $3828.HK, $ALGIL.PA, $VRLA.PA, $CRL.L @SFarringtonBKC - $BUR @meremrtl - $DBVT (short) @ridireresearch - $LXP @divfinsanalyst (updates) - $TW, $MKTX

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Thediversifiedfinsanalyst@divfinsanalyst·17 Nis

Yellow highlights for April = Record ADV Something is happening with $ICE U.S. options market share Also, I guess index options will never stop growing?

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Thediversifiedfinsanalyst@divfinsanalyst·17 Nis

@neil_sipes4 @negligible_cap Yep

Neil Sipes@neil_sipes4·17 Nis

@negligible_cap Quite a setup…

Neil Sipes@neil_sipes4

-8% for $SCHW. Sub 15x P/E back near '22-23 cash sorting penalty box territory. 1Q sticking pts: AI/cash sweep fears not put to bed with 'monetization flexibility'. NIM miss didn't help, tho path still up. Schwab said could beat prior '26 EPS guide, but ests already above that.

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Negligible Capital@negligible_cap·17 Nis

$SCHW got smoked today on earnings, down almost 8%, bringing $LPLA and $RJF lower with it. GS fins desk noted it was their #1 inbound today:

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Thediversifiedfinsanalyst@divfinsanalyst·17 Nis

The Charles Schwab Corporation ( $SCHW) 1Q26 Earnings Review Full Recap of Earnings available at the link below As always, feel free to lmk if you have questions @CharlesSchwab thediversifiedfinsanalyst.substack.com/p/the-charles-…

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Thediversifiedfinsanalyst@divfinsanalyst·16 Nis

Following up on $SCHW: - Topline ~ inline - PTM beat - EPS beat - NII & NIM a bit disappointing - Commission / trade a bit disappointing - Noted EPS likely trending above guidance range from 4Q25 EPS - Stock prob off on the NII / NIM and Commission / trade

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Thediversifiedfinsanalyst@divfinsanalyst·16 Nis

Schwab - tracking higher than $5.70 - $5.80 EPS range provided in financial scenario at 4Q25 EPS $SCHW @CharlesSchwab

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Thediversifiedfinsanalyst@divfinsanalyst·16 Nis

Schwab March NNA growth 7.8% 👀 $SCHW @CharlesSchwab pressroom.aboutschwab.com/press-releases…

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Thediversifiedfinsanalyst@divfinsanalyst·16 Nis

Schwab EPS out - Revenue missed by $5M (0%) - Expenses beat by $17M (1%) - EPS beat by $0.04 (3%) - NNA Growth 4.7% (5.4% ex-1x item) - AIEA +2% Q/Q, +2% Y/Y - NIM down 2bps Q/Q - Record quarter for DATs $SCHW @CharlesSchwab Call going on now pressroom.aboutschwab.com/press-releases…

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Thediversifiedfinsanalyst@divfinsanalyst·16 Nis

eToro's AI investing companion Tori gets real-time X intelligence, powered by Grok 4.2 $ETOR @eToro investors.etoro.com/news-releases/…

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Keşfet

@ICE_Markets @NYSE @amandalfischer @CFTC @RobinhoodApp @IBKR @CharlesSchwab @Tradeweb