Bulls of Wealth
1K posts

Bulls of Wealth
@bullsofwealth
CPA 🧠 | Personal Finance 📉 | Escaping the 9-5 | Not Financial Advice | NYC
New York, NY Sumali Kasım 2024
299 Sinusundan376 Mga Tagasunod

@amitisinvesting Going to be insane, expect the market to stay flat until 4PM.
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$AMZN $GOOGL $META $MSFT earnings all tomorrow at once
going to be one of the craziest days all of us will experience in 2026
all those trillions moving back and forth on revenue and eps beats or misses lol
& most of our friends and family will just go about their lives and have no clue what’s happening at 4PM ET 😆
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@NotA_Bull I track mine in Yahoo Finance, but I open that sucker up atleast 5x a day
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Good take Amit. Software/Fintech has been under a microscope lately and the growth expectation for $HOOD was just really high basted on historical quarters like you said.
I think we’ll see some easing in future quarters and then a large spike in share price when they deliver another outsized beat.
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$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%

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@DvdndDiplomats Central Park usually. Otherwise, travel vids
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@bullsofwealth Oh that's really cool.
Do you have a favorite place or action you like to film?
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@QC_Capitals Fluctuates really. Usually will wait for good dips and go in more than usual. Otherwise, aim for about 25% of paycheck.
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@CarsonTalkMoney Subscriber net adds missed consensus and weak future guidance. Looks like operating income came $50m lower as well. Not great.
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That looks like a great quarter, what am I missing?
There is no way they should be down 10% on that time of quarter
$SPOT
Shay Boloor@StockSavvyShay
$SPOT Q1 EARNINGS • Revenue $5.30B vs Est. $5.29B • EPS $4.03 vs Est. $3.45 • Total MAUs 761M vs Est. 759M • Ad-Supported MAUs: 483M (+14% YoY) Q2 Guidance • Revenue $5.61B vs Est. $5.58B • Total MAUs 778M vs Est. 774M • Subscriber Net Adds 6M vs. Est. 7M • Operating Income: $737M vs. Est. $788M
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@QC_Capitals Mix of both! I like having most of my capital in ETFs with some in individual stocks. I find that I can use more leverage across the ETFs vs. Investing in single name stocks at a lower cost base. Helps manage risk and liquidity.
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@FlintInvesting Eat out unfortunately, but the plus is the firm gives a daily $20 allowance to be used anywhere.
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