KARCZEK

A few months ago I showed you why $TIGR beats $BULL in almost every metric. The BULL investors hated me. FY2025 full year just dropped. Let's focus on numbers not believes. 📊 THE REVENUE FLIP: Three years ago $BULL had a $117M revenue lead - it was 43% ahead of $TIGR back then... Today it's $41M behind and the gap is widening - TIGR grew +56% vs BULL's +46%. I won't even compare income story, because WeBull apparently invest in growth... it isn't even visible in rev growth:) 👥 CLIENT GROWTH - % vs BASE: $BULL added 370k new accounts in 2025 - base was 4.66M - that's +8% YoY $TIGR added 162k new accounts in 2025 - base was 1.09M - that's +15% YoY BULL added 2x more clients in raw numbers. TIGR grew nearly 2x faster in % terms. Each new TIGR client brings ~$49k AUM. Each new BULL client brings ~$5k AUM. 🎯NOW ADD THE MARKET CAP: $BULL market cap: ~$2.6B $TIGR market cap: ~$1.3B BULL: MC/Revenue = ~4.6x TIGR: MC/Revenue = ~2.1x BULL: MC/Net income = not profitable (GAAP) TIGR: MC/Net income = ~7.6x The market is paying 2x more for a company with: - lower revenue - slower % revenue growth - slower % client growth - 10x lower avg client value - no profitability FACTS. That's the anomaly. Same thesis as before. Stronger now. 🐯 quality over 🐂 quantity. If you agree, a retweet would be appreciated.

We need to push through this zone to fully reverse on $HOOD

First signs of reversal for $BULL, aligning nicely with terminating Yorkville's deal and negotiation talks.

$GRAB $400M in buybacks. 4 months. - $250M accelerated share repurchase with JPMorgan - ~54.9M shares delivered immediately - $150M contingent forward purchase with Morgan Stanley - Settles July 2026, activates below preset price threshold - 80% of the $500M program - executed now, not "over time" - Funded entirely from existing cash. No new debt. Net cash liquidity: $5.4B. They have the firepower. This isn't a slow drip buyback. This is a statement.

Final post about brokers. I've spent time going through every metric of all 4 retail brokers $HOOD $TIGR $FUTU and $BULL Revenue. Profit. Client growth. AUM quality. Deposits. Product. Valuation. Here are the winners in each sector: $HOOD is the overall winner if you're looking at the complete business the largest, most diversified, strongest deposit moat, most product optionality, and 52% revenue growth on a $4.5B base is genuinely impressive, not "barely growing." $FUTU is the winner on pure growth metrics and margin quality, fastest revenue growth, fastest client growth, best GAAP profitability, and guided 800k new accounts in 2026. $TIGR wins on valuation and client quality. Trading at 2.1x revenue while growing 56%, with the richest client base of all four. $BULL wins nothing outright, but the turnaround from flat 2024 to +46% revenue growth in 2025 is real, and it's the only one that hasn't peaked yet in the IPO hype cycle.

Maybe I was wrong with such low targets for $IREN, but actually I couldn't care less, beacause it's the worst one if it comes to performance across neoclouds sector. My main positions $NBIS and $APLD are doing great job.

Maybe I was wrong with such low targets for $IREN, but actually I couldn't care less, beacause it's the worst one if it comes to performance across neoclouds sector. My main positions $NBIS and $APLD are doing great job.

Final post about brokers. I've spent time going through every metric of all 4 retail brokers $HOOD $TIGR $FUTU and $BULL Revenue. Profit. Client growth. AUM quality. Deposits. Product. Valuation. Here are the winners in each sector: $HOOD is the overall winner if you're looking at the complete business the largest, most diversified, strongest deposit moat, most product optionality, and 52% revenue growth on a $4.5B base is genuinely impressive, not "barely growing." $FUTU is the winner on pure growth metrics and margin quality, fastest revenue growth, fastest client growth, best GAAP profitability, and guided 800k new accounts in 2026. $TIGR wins on valuation and client quality. Trading at 2.1x revenue while growing 56%, with the richest client base of all four. $BULL wins nothing outright, but the turnaround from flat 2024 to +46% revenue growth in 2025 is real, and it's the only one that hasn't peaked yet in the IPO hype cycle.

First signs of reversal for $BULL, aligning nicely with terminating Yorkville's deal and negotiation talks.

I see a lot of frustrated $ALAB bulls on my timeline. Okay the company itself delivers and grows every quarter, but the chart itself looks nasty and it's not tempting to buy here under support. I will be thrilled if I see it lower.

Would you really buy this stock looking only on the chart? Probably NOT. Important day for $BULL holders - weekly candle final print...

$NBIS buyzone hit as expected. Buying initiated.