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# ![@JuanRodrig07 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1318023439433740294.png) @JuanRodrig07 Juan

Juan posts on X about $hood, $pypl, prediction markets, kalshi the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1318023439433740294/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318023439433740294/c:line/m:interactions.svg)

- [--] Week [-------] -12%
- [--] Month [---------] +27%
- [--] Months [---------] +6,782%
- [--] Year [---------] +465,209%

### Mentions: [--] [#](/creator/twitter::1318023439433740294/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318023439433740294/c:line/m:posts_active.svg)

- [--] Week [--] -74%
- [--] Month [---] -30%
- [--] Months [-----] +2,210%
- [--] Year [-----] +23,160%

### Followers: [-----] [#](/creator/twitter::1318023439433740294/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318023439433740294/c:line/m:followers.svg)

- [--] Week [-----] +1.50%
- [--] Month [-----] +4.50%
- [--] Months [-----] +2,764%
- [--] Year [-----] +35,410%

### CreatorRank: [-------] [#](/creator/twitter::1318023439433740294/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318023439433740294/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5303 [technology brands](/list/technology-brands)  33.56% [finance](/list/finance)  21.92% [cryptocurrencies](/list/cryptocurrencies)  4.79% [countries](/list/countries)  3.42% [exchanges](/list/exchanges)  2.05% [musicians](/list/musicians)  2.05% [financial services](/list/financial-services)  #1782 [social networks](/list/social-networks)  1.37% [celebrities](/list/celebrities)  0.68%

**Social topic influence**
[$hood](/topic/$hood) #87, [$pypl](/topic/$pypl) #552, [prediction markets](/topic/prediction-markets) #545, [kalshi](/topic/kalshi) #884, [at least](/topic/at-least) 8.22%, [crypto](/topic/crypto) 7.53%, [if you](/topic/if-you) 6.16%, [$sofi](/topic/$sofi) #29, [ceo](/topic/ceo) 4.79%, [in the](/topic/in-the) 4.79%

**Top accounts mentioned or mentioned by**
[@george_dubs_](/creator/undefined) [@kalshi](/creator/undefined) [@couchinvestor](/creator/undefined) [@couch_investor](/creator/undefined) [@acce](/creator/undefined) [@spike_1567](/creator/undefined) [@axelderecho](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wagerwizard00](/creator/undefined) [@kleintom26945](/creator/undefined) [@420bong52665](/creator/undefined) [@futurenvesting](/creator/undefined) [@thetagangai](/creator/undefined) [@grok](/creator/undefined) [@earningsmatter](/creator/undefined) [@constantinbell](/creator/undefined) [@georgedubs](/creator/undefined) [@lincolncarter0](/creator/undefined) [@flackfba](/creator/undefined) [@thebetterbull](/creator/undefined)

**Top assets mentioned**
[Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi) [MercadoLibre Inc (MELI)](/topic/$meli) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Block, Inc. (XYZ)](/topic/$xyz) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/$btc) [Costco Hot Dog (COST)](/topic/$cost) [Microsoft Corp. (MSFT)](/topic/microsoft) [PayPal USD (PYUSD)](/topic/$pyusd) [Morgan Stanley (MS)](/topic/morgan-stanley) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HOOD getting some love in the overnight market as the Super Bowl approaches [---] million contracts traded 🤯"  
[X Link](https://x.com/JuanRodrig07/status/2020665056619377010)  2026-02-09T01:04Z [----] followers, 24.2K engagements


"$PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for Travel [--]. PayPal partnering with a $380M company made it to its newsroom. [--]. Please guys dont check $SABR stock price performance over the past five years. Dont even know what to say at this point. https://twitter.com/i/web/status/2021998715184013536 https://twitter.com/i/web/status/2021998715184013536"  
[X Link](https://x.com/JuanRodrig07/status/2021998715184013536)  2026-02-12T17:23Z [----] followers, 14K engagements


"@samsolid57 Fair enough. Wait and see then"  
[X Link](https://x.com/JuanRodrig07/status/2022170914130211237)  2026-02-13T04:48Z [----] followers, [---] engagements


"Today in another episode of prediction markets showing incredible deals: Mochizuki (ATP 115) is playing an 18-year-old with no ranking who hasnt won a single game in his last four matches. I was able to buy [--] YES Mochizuki contracts at [--] each. Wild"  
[X Link](https://x.com/JuanRodrig07/status/2022370482134118433)  2026-02-13T18:01Z [----] followers, [---] engagements


"Telling Vlad that if he continues in this direction he wont be like JP Morgan might be the best compliment you can give him nowadays. $HOOD wants to democratize finance. $HOOD doesnt want to be JP Morgan or anything remotely similar to it. Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD"  
[X Link](https://x.com/JuanRodrig07/status/2022164523369869353)  2026-02-13T04:22Z [----] followers, [----] engagements


"$PYPL @acce says goodbye to PayPal. I still believe he was a good CEO but he made some costly mistakes along the way especially from a communication standpoint. If a couple of years from now PayPal has become a company that generates significant revenue from Venmo Ads BNPL and Agentic Commerce that will be partly due to the push Alex made during his tenure to position PayPal well for success. If the strategy changes significantly and PayPal shifts its focus to different areas (because they believe Alexs vision was not the right one) then I will take back what I just said. Time will tell and"  
[X Link](https://x.com/JuanRodrig07/status/2021772067729711224)  2026-02-12T02:23Z [----] followers, [----] engagements


"$PYPL more on partnerships: The PayPal World website no longer shows Coming late [----] and Mercado Pago ($MELI) is no longer a partner meaning there is currently no partner in Latin America. $PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for Travel [--]. PayPal partnering with a $380M company made it to its newsroom. [--]. Please guys dont check $SABR stock price performance over the past five years. https://t.co/c02lrjPieP $PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for"  
[X Link](https://x.com/JuanRodrig07/status/2022004547028504643)  2026-02-12T17:47Z [----] followers, 17.5K engagements


"@axelderecho Coincido Axel. Mucha gente tratando de encontrar una burbuja donde por ahora no la hay"  
[X Link](https://x.com/JuanRodrig07/status/2022501264643297742)  2026-02-14T02:40Z [----] followers, [---] engagements


"Had the privilege of meeting the 🐐 @amitisinvesting today An incredible guy who took the time to chat about life for over an hour. And now he's a Messi fan too. And for those wondering YES the bricks are real 🙌🏻"  
[X Link](https://x.com/JuanRodrig07/status/2005828188040024489)  2025-12-30T02:28Z [----] followers, 21.5K engagements


"$HOOD A few updates on prediction markets: [--]. Womens College Basketball event contracts were added on the Robinhood app. This should bring extra volume especially with conference tournaments coming in a few weeks and March Madness. [--]. Crypto event contracts continue to see increasing volume on Kalshi. February might double the contracts traded in January. This suggests crypto volatility (up or down) drives more volume to these contracts. [--]. Tennis event contracts are on track for another record-breaking week with close to $300 million traded on Kalshi. February which was expected to be one of"  
[X Link](https://x.com/JuanRodrig07/status/2022159179213893689)  2026-02-13T04:01Z [----] followers, [----] engagements


"Wait but those charts look pretty bullish why would they want you to watch the subway surfer instead Im confused An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/JuanRodrig07/status/2022167229438341185)  2026-02-13T04:33Z [----] followers, [----] engagements


"$HOOD Gold subscribers and Average Revenue Per User (ARPU). Up and to the right"  
[X Link](https://x.com/JuanRodrig07/status/2022294693887832455)  2026-02-13T13:00Z [----] followers, [----] engagements


"$PYPL As someone who has been following PayPals ads business for over a year heres what I think you should watch for in the coming months: - Actual figures: We all know the story and the potential. We need a timeline and numbers. - If theres no update on revenue growth etc. before or during Q1 earnings it probably means at least another year until we see any significant revenue (nearly three years post-launch). - Remember that OVAS revenue guidance was flat for [----] (which I assume includes ads). Either this is the biggest sandbag ever or were still too early. That said I believe Dr. Grether"  
[X Link](https://x.com/JuanRodrig07/status/2022310939962278346)  2026-02-13T14:04Z [----] followers, [----] engagements


"$HOOD And we still have people out there saying that Robinhood is not democratizing finance Good stuff @vladtenev & team Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app on X and YouTube for the unveiling followed by a live Q&A with https://t.co/WnKGNvJmMp Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of"  
[X Link](https://x.com/JuanRodrig07/status/2022391823449362553)  2026-02-13T19:25Z [----] followers, [----] engagements


"$HOOD Another thing I really liked from Q4 earnings: adjusted OpEx + SBC was $15 million lower than guided ($2.265B vs. $2.280B) mainly driven by reduced marketing spend. For [----] OpEx is expected to grow 18% at the midpoint driven primarily by investments in recently launched products. Cost discipline remains one of Robinhoods strengths which its not common to see in companies growing and delivering at this pace. Great to see. https://twitter.com/i/web/status/2022534936138330319 https://twitter.com/i/web/status/2022534936138330319"  
[X Link](https://x.com/JuanRodrig07/status/2022534936138330319)  2026-02-14T04:54Z [----] followers, [----] engagements


"Friendly reminder that $NVDA is only trading at 26x forward earnings. Have a great weekend everyone"  
[X Link](https://x.com/JuanRodrig07/status/2022480804023288007)  2026-02-14T01:19Z [----] followers, [----] engagements


"$HOOD now shows prediction markets at the top during weekends. Many people wont like this but the good thing is you can now disable them if you dont want to see them"  
[X Link](https://x.com/JuanRodrig07/status/2022666325383090411)  2026-02-14T13:36Z [----] followers, [----] engagements


"$SOFI is now trading at its lowest forward P/E ratio since April [----]. For [----] they guided for $0.60 in EPS. In [----] they initially guided for $0.27 (high end) and delivered $0.39 in EPS 44% above the high end of their guidance. In my opinion below $20 this remains one of the best deals out there. https://twitter.com/i/web/status/2022712093703598262 https://twitter.com/i/web/status/2022712093703598262"  
[X Link](https://x.com/JuanRodrig07/status/2022712093703598262)  2026-02-14T16:38Z [----] followers, [----] engagements


"$PYPL 🤝🏻 $MSFT PayPal Powers Microsofts Launch of Copilot Checkout This integration marks the latest development in AI-powered shopping experiences combining Microsofts intelligent discovery with PayPals trusted commerce and payments capabilities to createstreamlined end-to-end experiences. Merchants product catalogs will seamlessly become purchasable leveraging PayPals store sync a capability of PayPals recently launched agentic commerce serviceswhich are designed to allow merchants to attract customers and future-proof their business in the new era of AI-powered commerce."  
[X Link](https://x.com/JuanRodrig07/status/2009291210859401330)  2026-01-08T15:48Z [----] followers, [----] engagements


"$PYPL Something that I think PayPal should emphasize more is that $PYUSD continues to pay a 4% annual yield even though rates have fallen over the past year. For comparison Robinhood offers 3.75% for its Gold users and Coinbase offers 3.50% for its Coinbase One users. On Venmo no membership is required and you can easily buy $PYUSD with your Venmo balance. You can also do it on the PayPal app too. https://twitter.com/i/web/status/2015105479786090568 https://twitter.com/i/web/status/2015105479786090568"  
[X Link](https://x.com/JuanRodrig07/status/2015105479786090568)  2026-01-24T16:52Z [----] followers, [----] engagements


"$PYPL Both Morgan Stanley and Rothschild & Co Redburn lowered their PT to $50. Lots of people betting on @acce failing. I'm happy to take the other side of that bet. Well find out in less than a week"  
[X Link](https://x.com/JuanRodrig07/status/2016498600545562675)  2026-01-28T13:08Z [----] followers, [----] engagements


"This is the $PYPL chart that worries me the most: "Consumer spending overall numbers are good" - Jerome Powell $PYPL won't be able to use that excuse for much longer I'm afraid. "Consumer spending overall numbers are good" - Jerome Powell $PYPL won't be able to use that excuse for much longer I'm afraid"  
[X Link](https://x.com/JuanRodrig07/status/2016615889995456589)  2026-01-28T20:54Z [----] followers, 20.6K engagements


"Great chart that @juanito_mexok shared with us. Three of my largest holdings are here: $MELI: high P/E but impressive growth over the years. $NU: an absolute beast. Still room for multiple expansion as Juanito mentions here. $PYPL: ridiculously low P/E and the market is pricing in 10% EPS growth for [----] and [----]. Anything lower than that will likely keep the stock cheapand who knows for how long. $MELI marca el camino y hay mucho espacio para expandir multiplo en $NU. $STNE / $PAGS ridiculamente baratas debieran cotizar al doble que los multiplos actuales. https://t.co/37E5zNQ17Q $MELI marca"  
[X Link](https://x.com/JuanRodrig07/status/2016722943057818003)  2026-01-29T03:59Z [----] followers, [----] engagements


"$PYPL $50B market cap. Is anyone from management going to buy at least one share in the open market Just wondering"  
[X Link](https://x.com/JuanRodrig07/status/2016885301583532214)  2026-01-29T14:45Z [----] followers, 14K engagements


"$NU conditionally approved to establish U.S. national bank. During this phase the company will focus on fully capitalizing the institution within [--] months and opening the bank within [--] months as required by regulators. Difficult not to be bullish on this companys future 🚀 https://twitter.com/i/web/status/2016962316378521608 https://twitter.com/i/web/status/2016962316378521608"  
[X Link](https://x.com/JuanRodrig07/status/2016962316378521608)  2026-01-29T19:51Z [----] followers, [----] engagements


"$SDNK does anyone own this Had no idea it even existed. 1100% in less than a year is WILD"  
[X Link](https://x.com/JuanRodrig07/status/2017000248262951334)  2026-01-29T22:21Z [----] followers, [----] engagements


"$HOOD This is awesome. The longer people keep saying Robinhood will only survive as long as the average retail investor loses money the greater the opportunity to better understand the company and realize thatgiven how well it has diversified its revenue streams over the past twelve months (and continues to do so with initiatives like this one)this is a generational buy. Well done @vladtenev and team. This is a W for both the U.S. and Robinhood. $HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if"  
[X Link](https://x.com/JuanRodrig07/status/2017032651434078415)  2026-01-30T00:30Z [----] followers, [----] engagements


"$PYPL is on track for its worst week since the last week of July following Q2 [----] earnings. It is also the first time in a year that PayPal closes the week red ahead of its earnings report. The last time that happened was January [----] and then the stock fell another 13% after Q4 [----] earnings the week after. We have a strong support zone at $50 the lowest the stock has traded since October [----]. If it falls below $50 the next support would be around $44 the [--------] high. If you ask me I dont think it can get much worse but PayPal has continued to surprise us by heading lower and lower."  
[X Link](https://x.com/JuanRodrig07/status/2017284434588840425)  2026-01-30T17:11Z [----] followers, [----] engagements


"$HOOD tennis event contracts continue to show strong figures with over $70 million traded on Kalshi between the semifinals and some of the quarterfinals. More tennis events were added a few days ago so it will remain a sport contributing to overall volume throughout the year. January looks set to close with over 4B contracts traded on Robinhood. For the rest of the quarter these will likely be the main volume drivers each month: February: Super Bowl college basketball NBA and soccer (Champions League knockout stage). March: March Madness (mens and womens) tennis NBA and soccer. February will"  
[X Link](https://x.com/JuanRodrig07/status/2017446635022803197)  2026-01-31T03:55Z [----] followers, [----] engagements


"$PYPL $XYZ Also good to see both PayPal and Cash App in the top [--] again in the App Store. Venmo is doing pretty well too sitting at #46its highest rank in at least a few months"  
[X Link](https://x.com/JuanRodrig07/status/2017643755113795833)  2026-01-31T16:58Z [----] followers, [----] engagements


"@weary_centurion When adding the Roth IRA pretty much flat for the year $VIST has been doing pretty well and carrying the portfolio. Hopefully $PYPL wakes up soon"  
[X Link](https://x.com/JuanRodrig07/status/2017674421020901855)  2026-01-31T19:00Z [----] followers, [---] engagements


"$PYPL Taking into consideration managements comments over the past two months we already know earnings wont be spectacular. However these are three things I consider quite important and will be paying close attention to on Tuesday: [--]. Buybacks: Did they increase buybacks during Q4 [--] Are they lowering the dollar amount for buybacks in [----] [--]. OVAS Revenue: Are we getting closer to $1B in quarterly revenue here Are we getting any guidance on ads revenue for [----] YoY comps are easy so a re-acceleration in growth would be nice. [--]. EPS guidance for 2026: They previously mentioned that EPS growth"  
[X Link](https://x.com/JuanRodrig07/status/2017692321505042450)  2026-01-31T20:11Z [----] followers, 36.1K engagements


"Looks like Kalshis notional volume in January will be pretty close to $10B well above my estimates. If we assume that $HOOD will maintain its % share this would put it over 4.5B contracts traded or about $40 million in revenue (when we account for the three-day 15% discount promotion). Q1 is very likely to be the first quarter in which Robinhood makes at least $100M off prediction markets. In Q1 [----] this revenue was pretty much nonexistent. As of January [--] @Kalshis Monthly Notional Volume stands at approximately $8.8B averaging around $304M per day. If this pace holds @Kalshi is on track to"  
[X Link](https://x.com/JuanRodrig07/status/2017739582343622849)  2026-01-31T23:19Z [----] followers, [----] engagements


"$HOOD This is big. Robinhood just announced free tax returns and estate planning for clients with over $1M. Tax-loss harvesting estate planning and full-service tax filingall in the same app where you can own equities crypto and manage your retirement account. Oh and its the same app where millions of parents will soon be able to open an Invest America account. All in one place. Not sure Id want to be bearish on Robinhood. Were testing something new. Full-service tax filing. Estate planning. And a dedicated CFP professional. Plus a 1% match on all transfers from another brokerage. Terms"  
[X Link](https://x.com/JuanRodrig07/status/2017983376838344839)  2026-02-01T15:28Z [----] followers, 71.5K engagements


"$PYPL Earnings are deteriorating. Never heard that one before. If were going to talk about the bear case for PayPal lets at least make some sense. Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long"  
[X Link](https://x.com/JuanRodrig07/status/2018010984464470399)  2026-02-01T17:18Z [----] followers, 11.6K engagements


"$HOOD Robinhoods rule of [--] is just impressive. Given that revenue growth will be significantly lower than Q3s (due to tougher comps) the Rule of [---] figure for Q4 will be closer to 100% or even lowerwhich is still quite impressive. Current estimates for revenue growth in Q4 [--] sit at about 32% well below Q3s rate but still strong given the decrease in crypto volumes during Q4. In [----] prediction markets should help offset some of the potential crypto volume decline and if the market holds Robinhood will likely post at least 20-25% growth throughout the year."  
[X Link](https://x.com/JuanRodrig07/status/2018036630926352420)  2026-02-01T19:00Z [----] followers, [----] engagements


"$PYPL on Polymarket now shows an 82% chance of PayPal beating quarterly earnings. As we all know the focus will be on guidance and the market is now expecting very soft guidance for [----]. Thanks @Incogninvestor for pointing this out"  
[X Link](https://x.com/JuanRodrig07/status/2018040599580971089)  2026-02-01T19:15Z [----] followers, 11.7K engagements


"$HOOD And we ended up having a red January down 12%. February performance since going public: 2022: -15.12% 🔴 2023: -3.27% 🔴 2024: 51.86% 🟢 (wow) 2025: -3.56% 🔴 2026: Many of you wanted it below $100 is anyone buying now $HOOD January performance since going public: 2022: -20.33% 🔴 2023: 27.89% 🟢 2024: -15.70% 🔴 2025: 39.43% 🟢 2026: Red January coming up 👀 https://t.co/eDcx6wDGW8 $HOOD January performance since going public: 2022: -20.33% 🔴 2023: 27.89% 🟢 2024: -15.70% 🔴 2025: 39.43% 🟢 2026: Red January coming up 👀 https://t.co/eDcx6wDGW8"  
[X Link](https://x.com/JuanRodrig07/status/2018157913211130284)  2026-02-02T03:01Z [----] followers, 11.6K engagements


"$PYPL Fantastic post from Marcel Van Oost (not sure if hes on X) showing PayPals Strategy Map"  
[X Link](https://x.com/JuanRodrig07/status/2018323212556263795)  2026-02-02T13:58Z [----] followers, 65.1K engagements


"$HOOD Once again the market believes prediction market volumes will decrease until football season starts again in August. Let me tell you something: the market is wrong. January was a record-breaking month for volume. February will be slower but in March trading volume will pick up again and that momentum will continue through the NBA Playoffs and the World Cup (soccer). Nothing to worry about on the prediction markets side. Crypto volumes are a valid concern. Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are"  
[X Link](https://x.com/JuanRodrig07/status/2018339002126876673)  2026-02-02T15:01Z [----] followers, 19.1K engagements


"$PYPL new FTD and FYF Flowers ads on the PayPal app. Are we getting an update on ads revenue tomorrow Since Q3 earnings weve seen several new ads on both PayPal and Venmo the launch of Transaction Graph Insights and Dr. Grether say hes impressed by the demand. Not getting an update on how [----] looks for this segment would be VERY disappointing. https://twitter.com/i/web/status/2018370532786274647 https://twitter.com/i/web/status/2018370532786274647"  
[X Link](https://x.com/JuanRodrig07/status/2018370532786274647)  2026-02-02T17:06Z [----] followers, [----] engagements


"$HOOD sub $90 🥶"  
[X Link](https://x.com/JuanRodrig07/status/2018389574586695803)  2026-02-02T18:22Z [----] followers, [----] engagements


"$PYPL up 1% overnight before reporting earnings tomorrow morning. My estimates: ✅ $8.87B in revenue ✅ $1.40 in EPS Guidance will likely be conservative (once again) so I see it in the $5.70$5.85 range. Anything above $6.00 is pretty bullish but I dont see it happening. See you guys tomorrow https://twitter.com/i/web/status/2018534932046352758 https://twitter.com/i/web/status/2018534932046352758"  
[X Link](https://x.com/JuanRodrig07/status/2018534932046352758)  2026-02-03T04:00Z [----] followers, 11.5K engagements


"$PYPL I never believed the they want to keep the stock price low so they can buy back more shares theory. I dont think a CEO would ever do that when their job is on the line. Wish @acce well. He did some good things but execution was slow and sometimes non-existent. Can it get any worse than this Who knows https://twitter.com/i/web/status/2018674711706669489 https://twitter.com/i/web/status/2018674711706669489"  
[X Link](https://x.com/JuanRodrig07/status/2018674711706669489)  2026-02-03T13:15Z [----] followers, 11.2K engagements


"$PYPL Update: [--]. Buybacks didnt increase [--]. Flat OVAS revenue growth expected in [----] (which suggests no significant revenue from ads). [--]. Pretty much flat EPS growth despite $6B in buybacks. Thesis broken. Time to move on. PS: Id be very surprised if Dr. Grether is still at PayPal a year from now. $PYPL Taking into consideration managements comments over the past two months we already know earnings wont be spectacular. However these are three things I consider quite important and will be paying close attention to on Tuesday: [--]. Buybacks: Did they increase buybacks https://t.co/BJ9jxZEIfl"  
[X Link](https://x.com/JuanRodrig07/status/2018683968388743342)  2026-02-03T13:52Z [----] followers, 19.5K engagements


"Sold part of my $PYPL position bought $SOFI $HOOD and $NVDA. Sold my $PYPL at a 25% loss"  
[X Link](https://x.com/JuanRodrig07/status/2018696743949369603)  2026-02-03T14:43Z [----] followers, 11K engagements


"$HOOD Robinhoods next event will be on March [--] in New York Vlad Tenev will give a look at our newest products which aim to help you and any generation in your family navigate toward your financial goals. Looking forward to it"  
[X Link](https://x.com/JuanRodrig07/status/2018707319027024341)  2026-02-03T15:25Z [----] followers, [----] engagements


"@FedExSTi former IR at $MELI and $NU explains why $PYPL failed. Many of us thought Alex Chriss could lead a turnaround and help PayPal grow again. Unfortunately it didnt happen. Must read Dato que marca un cambio estructural en fintech global: Durante aos $PYPL vala muchsimo ms que $MELI. Me acuerdo de hacerle los resumenes trimestrales al management. Junto con los de $EBAY y otros. En particular $PYPL & $EBAY los miraba como si fueran la NASA. Mas por el Dato que marca un cambio estructural en fintech global: Durante aos $PYPL vala muchsimo ms que $MELI. Me acuerdo de hacerle los resumenes"  
[X Link](https://x.com/JuanRodrig07/status/2018729786432999560)  2026-02-03T16:54Z [----] followers, [----] engagements


"$PYPL bloodbath wow"  
[X Link](https://x.com/JuanRodrig07/status/2018775577860112440)  2026-02-03T19:56Z [----] followers, [----] engagements


"$PYPL traded over [---] million shares today its highest volume in companys history. We wont forget this day anytime soon thats for sure"  
[X Link](https://x.com/JuanRodrig07/status/2018799124653764656)  2026-02-03T21:29Z [----] followers, [----] engagements


"$HOOD Alright guys with the stock falling like theres no tomorrow lets talk prediction markets. Kalshi closed January with $9.5B in notional volume. Assuming Robinhood accounts for 4045% of that (quite conservative) January would deliver 3.84.2B contracts traded or about $3840 million in revenue (they had a 3-day promotion with commissions at only $0.85c.) February will be slower than January for these reasons: [--]. February has only [--] days. [--]. No CFB games and only one NFL game (the Super Bowl). These two sports alone accounted for about 40% or more of trading volume in previous months."  
[X Link](https://x.com/JuanRodrig07/status/2018894043770482725)  2026-02-04T03:47Z [----] followers, [----] engagements


"$PYPL One of the very few positives in PayPals earnings: Venmo growth. - $1.7B in revenue (20% YoY growth) - 67M MAAs (up from 66M in Q3 and +7% YoY) - 14% ARPA growth Venmo was an area where @acce put in significant work and highlighted its strong potential. Well see how it performs under the new CEO but it remains one of the few areas where growth could accelerate going forward. To achieve that execution must be excellentotherwise it will be another missed opportunity. https://twitter.com/i/web/status/2019124681987748154 https://twitter.com/i/web/status/2019124681987748154"  
[X Link](https://x.com/JuanRodrig07/status/2019124681987748154)  2026-02-04T19:03Z [----] followers, [----] engagements


"$GOOGL Best company in the world in my books. Wow 🤯 $GOOGL (Alphabet) #earnings are out: https://t.co/3QAVVzQrTl $GOOGL (Alphabet) #earnings are out: https://t.co/3QAVVzQrTl"  
[X Link](https://x.com/JuanRodrig07/status/2019155055027409066)  2026-02-04T21:04Z [----] followers, [----] engagements


"Alright lets see what are you guys buying Ive been buying all three $SOFI $NVDA and $HOOD $SOFI $HOOD Other (comment below) $NVDA $SOFI $HOOD Other (comment below) $NVDA"  
[X Link](https://x.com/JuanRodrig07/status/2019424473842348379)  2026-02-05T14:54Z [----] followers, [----] engagements


"@Spike_1567 Good stuff. The guys from TIP (We Study Billionaires) talk about Topicus and Lumine often and also Constellation Software"  
[X Link](https://x.com/JuanRodrig07/status/2019443394246742387)  2026-02-05T16:09Z [----] followers, [---] engagements


"$PYPL This is the most concerning part of the Q4 report: mid-single-digit decline in GAAP EPS for [----] despite spending $6B on buybacks not good. However for those buying at these levels the company could be guiding for the worst-case scenario. If the new CEO does a decent job they could exceed this awful guidance and deliver some EPS growth in [----]. Still there are lots of unknowns and there could be better buys out there right nowespecially after this dip over the past week. https://twitter.com/i/web/status/2019460101036196311 https://twitter.com/i/web/status/2019460101036196311"  
[X Link](https://x.com/JuanRodrig07/status/2019460101036196311)  2026-02-05T17:16Z [----] followers, [----] engagements


"Let me check my portf nevermind This is not fun"  
[X Link](https://x.com/JuanRodrig07/status/2019516885885153362)  2026-02-05T21:02Z [----] followers, [----] engagements


"$MSTR slight miss $MSTR Strategy Inc. Q4-2025 Earning Report https://t.co/qOxqW5h6zf $MSTR Strategy Inc. Q4-2025 Earning Report https://t.co/qOxqW5h6zf"  
[X Link](https://x.com/JuanRodrig07/status/2019517394377724123)  2026-02-05T21:04Z [----] followers, [----] engagements


"$HOOD down another 2% AH getting closer and closer to $70 🤯"  
[X Link](https://x.com/JuanRodrig07/status/2019522384429216159)  2026-02-05T21:23Z [----] followers, 15.4K engagements


"The beauty of prediction markets: even with crypto falling off a cliff prediction market volumes in this category are hitting new highs. So far in February theres about $20 million in daily volume compared to about $12 million in January and even lower figures during [----]. What if declining crypto volumes for $HOOD are partially offset by people trading crypto event contracts on their platform Of course this would offset only a very small percentage of the decline in crypto volumes but as these contracts gain more adoption it wouldnt be crazy to think about it that way. Clearly volatility in"  
[X Link](https://x.com/JuanRodrig07/status/2019630367959904391)  2026-02-06T04:32Z [----] followers, [---] engagements


"@822_investing @Kalshi @kalshidata Very unlikely But the average volume per day remains pretty strong. We will have a better picture of how February will look after the Super Bowl no idea how big that will be"  
[X Link](https://x.com/JuanRodrig07/status/2019778985429737876)  2026-02-06T14:23Z [----] followers, [--] engagements


"$PYPL NOTHING can take this thing higher. I still believe were headed to all-time lows around $30. Frustrating to say the least. $PYPL longest active losing streak in the ENTIRE stock market at [--] straight red days. Lowest Daily RSI in the ENTIRE stock market near [--]. Wild. $PYPL longest active losing streak in the ENTIRE stock market at [--] straight red days. Lowest Daily RSI in the ENTIRE stock market near [--]. Wild"  
[X Link](https://x.com/JuanRodrig07/status/2019787082395222082)  2026-02-06T14:55Z [----] followers, 12.7K engagements


"@Kross_Roads Sold about 75% of my position. Still trying to decide what I will do with the rest. Probably will end up selling it all next week"  
[X Link](https://x.com/JuanRodrig07/status/2019789133317542275)  2026-02-06T15:03Z [----] followers, [---] engagements


"@420Bong52665 Same been buying tons of $HOOD and $SOFI lately if they continue to go lower Ill have to sell the remainder of my $PYPL to buy those two"  
[X Link](https://x.com/JuanRodrig07/status/2019789370006356394)  2026-02-06T15:04Z [----] followers, [---] engagements


"@jarg20260110 Got $93 strike expiring next week so be ready to see $90s again"  
[X Link](https://x.com/JuanRodrig07/status/2019815998002790490)  2026-02-06T16:50Z [----] followers, [---] engagements


"@Ashok79814093 Sold about 75% of my shares. Not obsessed at all just pointing out that this thing doesnt stop falling. Thats it"  
[X Link](https://x.com/JuanRodrig07/status/2019817742774464582)  2026-02-06T16:57Z [----] followers, [---] engagements


"I don't necessarily think the stock will do bad over the coming years but the thesis changed significantly and the risk-reward at least to me is not that attractive anymore. I'd much rather pay a premium for stocks that are actually growing and executing quarter after quarter like $SOFI $HOOD or $NU. That's it Hope people who still hold it (and new buyers) make tons of money. https://twitter.com/i/web/status/2019841244164231597 https://twitter.com/i/web/status/2019841244164231597"  
[X Link](https://x.com/JuanRodrig07/status/2019841244164231597)  2026-02-06T18:30Z [----] followers, [--] engagements


"@Futurenvesting Elite interview man. You guys rock @FunOfInvesting"  
[X Link](https://x.com/JuanRodrig07/status/2019909643036762200)  2026-02-06T23:02Z [----] followers, [----] engagements


"If you bought $HOOD yesterday you got it at a [--] P/E its lowest since May [----] when the stock was trading at about $5055. Did it get overextended going all the way to $150 Yes. Does it deserve to be at $50 now I dont think so"  
[X Link](https://x.com/JuanRodrig07/status/2019950790568538128)  2026-02-07T01:46Z [----] followers, 16.7K engagements


"@RealMattMoney Theyve set the bar pretty high for the coming episodes with this one long Basis Points 🚀"  
[X Link](https://x.com/JuanRodrig07/status/2019978494248382762)  2026-02-07T03:36Z [----] followers, [---] engagements


"@Kalshi 🤝🏻 $PYPL Now you can also fund your Kalshi account using your Venmo and PayPal balances. With volume traded increasing significantly month after month on Kalshi and event contracts gaining more adoption it seems like a smart move from PayPal"  
[X Link](https://x.com/JuanRodrig07/status/2020158342132347375)  2026-02-07T15:30Z [----] followers, [----] engagements


"@SoleSurvivore @Kalshi Dont blame you man 😂"  
[X Link](https://x.com/JuanRodrig07/status/2020164273607979389)  2026-02-07T15:54Z [----] followers, [--] engagements


"@axelderecho @Kalshi Not enough unfortunately doesnt move the needle. But still a smart move"  
[X Link](https://x.com/JuanRodrig07/status/2020164391870611924)  2026-02-07T15:54Z [----] followers, [---] engagements


"$HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks. When checking tennis event contracts for next week I noticed the De Minaur vs. Fils match was mispricedyou could buy De Minaur for just [--] cents. For context: De Minaur is now ranked 6th in the world while Fils has played only [--] matches in the last [--] months due to a back injury currently ranked [--] in the world. Some people were willing to sell those [--] contracts. I grabbed [--] before the price adjusted to a more reasonable [--]. My guess is that as we get closer to the match it will settle"  
[X Link](https://x.com/JuanRodrig07/status/2020194357312389466)  2026-02-07T17:54Z [----] followers, [----] engagements


"Not only has the game itself seen huge trading volume but other Super Bowl eventslike Bad Bunnys halftime openerhave also seen incredibly high volume with almost $20 million traded so far. Tomorrow will likely be a record-breaking day for event contracts especially if the game is close. Looking forward to it https://twitter.com/i/web/status/2020212634323198153 https://twitter.com/i/web/status/2020212634323198153"  
[X Link](https://x.com/JuanRodrig07/status/2020212634323198153)  2026-02-07T19:06Z [----] followers, [----] engagements


"I wouldnt say zero but its not significant thats for sure. What I was trying to point out is that theyre not late this time since prediction markets is an industry that will continue to grow significantly over the coming months and years. Not to mention that many Kalshi users are also Venmo users (around the same age). https://twitter.com/i/web/status/2020213034573091201 https://twitter.com/i/web/status/2020213034573091201"  
[X Link](https://x.com/JuanRodrig07/status/2020213034573091201)  2026-02-07T19:08Z [----] followers, [--] engagements


"@Adam_a_Dias @Kalshi Nice"  
[X Link](https://x.com/JuanRodrig07/status/2020260871260524605)  2026-02-07T22:18Z [----] followers, [--] engagements


"$HOOD [--] hours later now with more volume traded I was able to close the position for [--] each. By the way the match is in two days so nothing really happened other than a few more contracts traded. $HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks. When checking tennis event contracts for next week I noticed the De Minaur vs. Fils match was mispricedyou could buy De Minaur for just [--] cents. For context: De Minaur https://t.co/6Xwj7oxUxz $HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks."  
[X Link](https://x.com/JuanRodrig07/status/2020275027761922283)  2026-02-07T23:14Z [----] followers, [----] engagements


"$GOOGL Stock price vs Google Cloud revenue growth over the past three years"  
[X Link](https://x.com/JuanRodrig07/status/2020300820336767257)  2026-02-08T00:57Z [----] followers, [----] engagements


"@infoinvt Theres a few people that I will love no matter their political views just because theyre the 🐐s at what they do. Bad Bunny is one of them"  
[X Link](https://x.com/JuanRodrig07/status/2020329302265368841)  2026-02-08T02:50Z [----] followers, [---] engagements


"$HOOD now added a Top News section on certain event contracts. I assume its meant to help users make a more informed decision even though in this case for example its quite difficult to know which song Bad Bunny will open with tomorrow. Personally I dont see Chambea being the first one but well see. https://twitter.com/i/web/status/2020338025956274331 https://twitter.com/i/web/status/2020338025956274331"  
[X Link](https://x.com/JuanRodrig07/status/2020338025956274331)  2026-02-08T03:24Z [----] followers, [----] engagements


"$PYPL with both PayPal and Venmo in the top [--]. Yet the company is worth $38B its lowest since [----]. Execution has clearly been the problem here. Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m [--]. DraftKings - 18.8m [--]. Zelle - 14.5m Notice something 👀 Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m"  
[X Link](https://x.com/JuanRodrig07/status/2020399541078618341)  2026-02-08T07:29Z [----] followers, 10.3K engagements


"8 hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild"  
[X Link](https://x.com/JuanRodrig07/status/2020520936663863706)  2026-02-08T15:31Z [----] followers, [----] engagements


"Crypto event contracts are set to have a record-breaking week with over $150 million traded on Kalshi. I still believe this will gain more adoption over time and will become behind sports event contracts the most traded sector in prediction markets. The way I see it: - They can be used as a hedge (you're long $BTC so you buy a contract that profits if $BTC falls). - If you do TA on crypto and a coin breaks below a support level you could buy or sell contracts betting on its price in a few days or weeks. - For meme coins instead of buying the next potential 10x that will likely go to zero you"  
[X Link](https://x.com/JuanRodrig07/status/2020542629084307653)  2026-02-08T16:57Z [----] followers, [----] engagements


"Id love to find out. To this day Im a fan of Alex especially after a former executive told me everyone spoke very highly of him within the companyand that was just six months ago. Yes he didnt fire enough employees and that wasnt good. But something went wrong between him and the BOD during the second half of [----] and given how poorly PayPal has performed even before he joined I dont think its his fault"  
[X Link](https://x.com/JuanRodrig07/status/2020544723652341866)  2026-02-08T17:06Z [----] followers, [--] engagements


"I think prediction markets are good and will do well in the future. What could make them better is an option for users to simply remove them without having to contact support. Also for new accounts a simple question asking whether they want prediction markets included in their offerings would be nice. Not sure how difficult that would be"  
[X Link](https://x.com/JuanRodrig07/status/2020553136470155378)  2026-02-08T17:39Z [----] followers, [---] engagements


"$HOOD As Ive mentioned before the second argument is not valid. Robinhood sports event contracts will still perform very well now that football season is (almost) over. As we can see basketball and tennis combined now account for about 65% of total sports trading volume. We will see more events that drive these two even higher in the coming months along with the soccer World Cup which should significantly increase football volumes. I dont see such a slowdown; in fact March could be a record-breaking month for event contracts volume. Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst"  
[X Link](https://x.com/JuanRodrig07/status/2020560770136752395)  2026-02-08T18:10Z [----] followers, [----] engagements


"@PredMTrader Or you can buy Shakira to NOT perform tonight for [--] when she has a concert scheduled in El Salvador tonight"  
[X Link](https://x.com/JuanRodrig07/status/2020595676233756833)  2026-02-08T20:28Z [----] followers, [----] engagements


"$300 million and counting. If this game is somewhat close we could see well above $500 million. [--] hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild. https://t.co/aRvrmFCneE [--] hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild. https://t.co/aRvrmFCneE"  
[X Link](https://x.com/JuanRodrig07/status/2020612784103539006)  2026-02-08T21:36Z [----] followers, [----] engagements


"@EthanGordon1 Hey man In Q1 I believe prediction markets could do about $120M or so in revenue. Higher than equities but still lower than crypto (unless crypto volumes continue to decrease significantly). A year from now I think PM revenue could be bigger than both equities and crypto"  
[X Link](https://x.com/JuanRodrig07/status/2020666525359751415)  2026-02-09T01:10Z [----] followers, [---] engagements


"@thetaGangAI @grok 1c goes to $HOOD and 1c to Kalshi. Also this number is not only Robinhoods volume. About $2M off this event alone sounds about right to me though"  
[X Link](https://x.com/JuanRodrig07/status/2020667943542047142)  2026-02-09T01:15Z [----] followers, [---] engagements


"The game being one-sided didnt help Kalshi reach over $500 million traded on it. The highlight of the day to me was the opening song which traded over $110 million. Likely the biggest day yet for Kalshi and $HOOD in terms of contracts traded. Football season has undoubtedly been a big success for event contracts. The challenge will be maintaining these volumes throughout the year until CFB and NFL seasons return. My take is theyve diversified well enough to perform strongly even without these contracts. Anyway pretty fun day. Congrats to all the Seahawks fans"  
[X Link](https://x.com/JuanRodrig07/status/2020695876948127889)  2026-02-09T03:06Z [----] followers, [----] engagements


"@philipp317 @ryan_m_g_1 Well thats worth a good bit of my $HOOD shares haha. Ryan had a fair point but it happens to every app out there sucks it happened today with RH. Also Philip youre always there supporting so appreciate it. If $HOOD does well we all benefit Have a great week you two"  
[X Link](https://x.com/JuanRodrig07/status/2020716656063136006)  2026-02-09T04:29Z [----] followers, [---] engagements


"Record daily volume for Kalshi during Super Bowl Sunday. If $HOOD captured 40% of it thats about $350M in volume or $3.5M in revenue. Not bad at all. New: Kalshi sets a record for daily volume of $871 million on Super Bowl Sunday. Probably missed out on a billion because the game was terrible. Top [--] markets (which includes the Cardi B to perform in halftime show market which had millions traded an hour after the game). https://t.co/H522Mm7gYu New: Kalshi sets a record for daily volume of $871 million on Super Bowl Sunday. Probably missed out on a billion because the game was terrible. Top 10"  
[X Link](https://x.com/JuanRodrig07/status/2020872000281972918)  2026-02-09T14:46Z [----] followers, [----] engagements


"To me its pretty simple. If the stock has been down for the past [--] years and growth keeps slowing its deeper than just a change of CEO. One thing Ive learned over time is that culture is everything as I see with $NU and $MELI. Also the dividend they started in Q3 shows how clueless the BOD is. Hoping Enrique does a great job but this will be more about cost-cutting and avoiding negative growth than a return-to-growth story. My two cents. https://twitter.com/i/web/status/2020879735660708198 https://twitter.com/i/web/status/2020879735660708198"  
[X Link](https://x.com/JuanRodrig07/status/2020879735660708198)  2026-02-09T15:17Z [----] followers, [---] engagements


"Crypto event contracts volume had its biggest week ever on Kalshi with over $156 million traded. $BTC had its highest weekly volume since July [----]. As mentioned before if used properly these contracts could serve as a good hedge for $BTC holders. Crypto event contracts remain the second-largest category traded on Kalshi behind sports. https://twitter.com/i/web/status/2020944931251159385 https://twitter.com/i/web/status/2020944931251159385"  
[X Link](https://x.com/JuanRodrig07/status/2020944931251159385)  2026-02-09T19:36Z [----] followers, [---] engagements


"@KingTimmy0629 You down 90k Those who bought it in the $20/30s are doing just fine"  
[X Link](https://x.com/JuanRodrig07/status/2021006310062555141)  2026-02-09T23:40Z [----] followers, [--] engagements


"$PYPL Truist maintains sell rating and lowers price target to $39. Heres how I see ittheres a good and a bad side: The bad: Sentiment will likely stay negative at least until Q1 earnings or until the new CEO provides clarity on the companys direction. The good: The stock is priced as if the new CEO will fail the company will post negative YoY growth and none of the new initiatives like Ads Venmo monetization PayPal World (which we still need to see continue under new leadership) will work. Im still holding [---] shares and selling aggressive weekly covered calls. If it runs up and I get called"  
[X Link](https://x.com/JuanRodrig07/status/2021228263322894453)  2026-02-10T14:22Z [----] followers, [----] engagements


"And as I mentioned I sold last week at a 25% loss and bought $HOOD $NVDA and $SOFI"  
[X Link](https://x.com/JuanRodrig07/status/2021228694010835263)  2026-02-10T14:24Z [----] followers, [---] engagements


"@Couch_Investor Nothing scheduled yet. My only suggestion is: double down on Venmo and Ads. That could be enough to take this thing higher thats how ridiculous the valuation is"  
[X Link](https://x.com/JuanRodrig07/status/2021229800627577331)  2026-02-10T14:28Z [----] followers, [---] engagements


"@WagerWizard00 Because the thesis changed significantly that's why I sold. You likely won't lose money if you buy here but I'd rather own names where the thesis remains intact"  
[X Link](https://x.com/JuanRodrig07/status/2021265200100278388)  2026-02-10T16:49Z [----] followers, [---] engagements


"$HOOD finally added tennis event contracts outside Grand Slams and the figures speak for themselves: over $200 million in volume this past week on Kalshi. This might be a bold take but I believe that by the end of [----] tennis event contract volume could be higher than any other sport offered. Time will tell but tennis season is just getting started and volumes are impressive. $HOOD Hear me out @RobinhoodApp. Time to add Tennis event contracts outside Grand Slams. Missing out on tons of volume and $ here. Thanks 🙏🏻 https://t.co/4DRAfYrUcz $HOOD Hear me out @RobinhoodApp. Time to add Tennis"  
[X Link](https://x.com/JuanRodrig07/status/2021267322644672901)  2026-02-10T16:57Z [----] followers, [----] engagements


"$HOOD Robinhood Gold Subscribers grew 58% YoY and hit a new high in adoption rate at 15.5%. As @shiv_verma1 said during todays earnings call Robinhood Gold remains the best deal out there"  
[X Link](https://x.com/JuanRodrig07/status/2021357764661084463)  2026-02-10T22:57Z [----] followers, [----] engagements


"@Couch_Investor @Investor_NICK_ Yes. Also for any new users downloading the app and opening a Robinhood account a simple question asking whether they want prediction markets or not would be good too"  
[X Link](https://x.com/JuanRodrig07/status/2021376978822091016)  2026-02-11T00:13Z [----] followers, [--] engagements


"That's why I keep saying that an option to disable it within the app would be ideal. Or when somebody opens a new account a simple question asking if they want event contracts in the app. People will use this product whether it's on Robinhood or not. There are different ways to do it better but getting rid of them is not the solution. https://twitter.com/i/web/status/2021397421943669054 https://twitter.com/i/web/status/2021397421943669054"  
[X Link](https://x.com/JuanRodrig07/status/2021397421943669054)  2026-02-11T01:34Z [----] followers, [--] engagements


"Ive traded options back in [----] trying to short $CAVA. Lost TONS of money same exact feeling that I had every time I gamble. Buying puts praying that the stock will go down just because it was overvalued. Learned my lesson never again. Sadly its not like that for many people but to me this is no different from trading short-term options. https://twitter.com/i/web/status/2021400816444178609 https://twitter.com/i/web/status/2021400816444178609"  
[X Link](https://x.com/JuanRodrig07/status/2021400816444178609)  2026-02-11T01:48Z [----] followers, [---] engagements


"$PYPL Great find here from @EarningsMatter Asked Grok and this was the comparison I got from Lores vs Chriss compensation packages: Enrique Lores: - Base salary: $1.45M - Target bonus: 200% of base ($2.9M potential cash) - Equity grants (front-loaded): - Make-whole RSUs: $20M (3-year vest) - [----] RSUs: $16.5M - [----] PSUs: $16.5M target - Early [----] RSUs: $11M - One-time special PSUs: $25M target (up to $62.5M max) tied directly to PYPL stock price performance over years [--] - Total grant/target equity value: $89M+ (potential much higher if stock moons) Contrasts: - Chriss: Huge payday upfront"  
[X Link](https://x.com/JuanRodrig07/status/2021435472271081777)  2026-02-11T04:05Z [----] followers, 19.1K engagements


"$HOOD rolled that one to this Friday for a small credit. Safe to say this one will expire worthless 😅 $HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 https://t.co/Xw8gACBKnt $HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 https://t.co/Xw8gACBKnt"  
[X Link](https://x.com/JuanRodrig07/status/2021666653772362074)  2026-02-11T19:24Z [----] followers, [----] engagements


"@Futurenvesting Twenty U.S. dollars a share. What a gift"  
[X Link](https://x.com/JuanRodrig07/status/2021727529175056815)  2026-02-11T23:26Z [----] followers, [----] engagements


"$HOOD now lets you disable sports event contracts in your settings. If you've been using sports prediction markets for a while you may have noticed that the Super Bowl was the only event Robinhood showed at the top of your Home Screen. Sometimes finding a specific sporting event to bet on takes way too longespecially with college basketball or football. Good move here from the Robinhood team 👏🏻 https://twitter.com/i/web/status/2021779556714037327 https://twitter.com/i/web/status/2021779556714037327"  
[X Link](https://x.com/JuanRodrig07/status/2021779556714037327)  2026-02-12T02:53Z [----] followers, [----] engagements


"@Spike_1567 @acce Lets give him the benefit of the doubt At least for a quarter haha"  
[X Link](https://x.com/JuanRodrig07/status/2021780179925053511)  2026-02-12T02:55Z [----] followers, [---] engagements


"$HOOD Heres one thing I believe the market overlooked from the earnings report: [----] is off to a strong start for Robinhood. Januarys metrics show increases across the board compared to December: - Net Deposits: $4.5B vs. $3.2B - Margin Book: $18.4B vs. $16.8B - Equity Trading Volume: $227B vs. $189B - Options Contracts Traded: 200M vs. 199M - Crypto Trading Volume: $22.9B vs. $21.2B - Event Contracts: $3.4B vs. $3B February is also starting strong. Average daily trading volume exceeds Januarys and net deposits are already over $2.5B approaching Decembers total with more than half the month"  
[X Link](https://x.com/JuanRodrig07/status/2021793720572559435)  2026-02-12T03:49Z [----] followers, [----] engagements


"Is $SOFI the best buy in todays market If not what are you buying"  
[X Link](https://x.com/JuanRodrig07/status/2021949523312943328)  2026-02-12T14:08Z [----] followers, [----] engagements


"@AdityaInvests90 Bought some more at $75 this morning"  
[X Link](https://x.com/JuanRodrig07/status/2021973215774638123)  2026-02-12T15:42Z [----] followers, [---] engagements


"@George_Dubs_ If you do that then at least talk about some of your partnerships during the earnings call. Be consistent. Dont just announce stuff that then ends up in nothing. Check your DMs"  
[X Link](https://x.com/JuanRodrig07/status/2022004866152116565)  2026-02-12T17:48Z [----] followers, [---] engagements


"And as the great @Couch_Investor said: they lied to their shareholders. Not great"  
[X Link](https://x.com/JuanRodrig07/status/2022007554038280478)  2026-02-12T17:59Z [----] followers, [---] engagements


"@George_Dubs_ My point is that these press releases dont do anything if you then dont provide updates. And thats what theyve done lately"  
[X Link](https://x.com/JuanRodrig07/status/2022009005112275117)  2026-02-12T18:04Z [----] followers, [---] engagements


"@FlexInvest7 @Couch_Investor You dont mess with $MELI if you want to partner with them your execution has to be there"  
[X Link](https://x.com/JuanRodrig07/status/2022017665666261210)  2026-02-12T18:39Z [----] followers, [---] engagements


"@Couch_Investor What about $COST vs $NVDA Haha"  
[X Link](https://x.com/JuanRodrig07/status/2022022072835383519)  2026-02-12T18:56Z [----] followers, [----] engagements


"@PredMTrader will love this"  
[X Link](https://x.com/JuanRodrig07/status/2022371201608204375)  2026-02-13T18:04Z [----] followers, [---] engagements


"Down to [--] now. Wow"  
[X Link](https://x.com/JuanRodrig07/status/2022384010031436238)  2026-02-13T18:54Z [----] followers, [---] engagements


"@LincolnCarter0 Good stuff Havent looked at it yet. Gotta watch some of @Kross_Roads videos on it 👏🏻"  
[X Link](https://x.com/JuanRodrig07/status/2022414586256007299)  2026-02-13T20:56Z [----] followers, [--] engagements


"$HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 $HOOD down another 2% AH getting closer and closer to $70 🤯 https://t.co/vIouLKarS7 $HOOD down another 2% AH getting closer and closer to $70 🤯 https://t.co/vIouLKarS7"  
[X Link](https://x.com/JuanRodrig07/status/2019785437485707618)  2026-02-06T14:49Z [----] followers, 17.7K engagements


"$HOOD back above $88. Traded as low as $69.90 last Thursday in after-hours when $AMZN reported earnings and the broader market took a hit. Up almost 26% from those lows 🤯"  
[X Link](https://x.com/JuanRodrig07/status/2020915280357019954)  2026-02-09T17:38Z [----] followers, [----] engagements


"Were now [--] days into February and Kalshis notional volume is already over $3B. $HOOD will report its January metrics tomorrow and I expect January event contracts volume to be in the range of 4.34.5B contracts traded well above the 3B from December. Q1 revenue from event contracts will easily exceed $100 million. The pace at which this product is growing is incredible which makes me think we will see more regulatory risk in the coming months especially now that football season is over. As of February [--] @Kalshis Monthly Notional Volume stands at approximately $2.24B averaging around $320M per"  
[X Link](https://x.com/JuanRodrig07/status/2021052383292186686)  2026-02-10T02:43Z [----] followers, [----] engagements


"$HOOD be ready for the Robinhood stock stumbles as revenue growth slows significantly headline tomorrow if we drop after earnings"  
[X Link](https://x.com/JuanRodrig07/status/2021298236779065463)  2026-02-10T19:00Z [----] followers, [----] engagements


"For anyone wondering why $MELI is up in pre-market. Q4 earnings coming up next Thursday JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade"  
[X Link](https://x.com/JuanRodrig07/status/2021938092597207526)  2026-02-12T13:23Z [----] followers, [---] engagements


"So if they didnt lie why did they remove [----] guidance Why didnt PayPal World go live last fall Why did they say they were well within guidance in Q4 and missed estimates Why did they say Venmo and PayPal would be interoperable by November [--] and still nothing And I could continue. Come on man what are you even complaining about right now. https://twitter.com/i/web/status/2022036672527896855 https://twitter.com/i/web/status/2022036672527896855"  
[X Link](https://x.com/JuanRodrig07/status/2022036672527896855)  2026-02-12T19:54Z [----] followers, [--] engagements


"@George_Dubs_ @Couch_Investor Alright next time I tell my boss Ill get something done and I dont Ill tell him Im sorry I fell short of goals. I told him Id do something and I didnt therefore I lied. Its not that difficult my man. No excuses here we lost money and we move on"  
[X Link](https://x.com/JuanRodrig07/status/2022039630322020562)  2026-02-12T20:06Z [----] followers, [--] engagements


"Slight miss on EPS for $COIN $COIN (Coinbase Global) #earnings are out: https://t.co/OFasxdyzHj $COIN (Coinbase Global) #earnings are out: https://t.co/OFasxdyzHj"  
[X Link](https://x.com/JuanRodrig07/status/2022060731865399520)  2026-02-12T21:30Z [----] followers, [----] engagements


"$HOOD just added a search feature for event contracts. A few people mentioned how difficult it was to find certain events so this should help a lot. Im sure @InvestwithMEH will love it"  
[X Link](https://x.com/JuanRodrig07/status/2022063027659715066)  2026-02-12T21:39Z [----] followers, [----] engagements


"@KleinTom26945 Very tempted to start a position in $RDDT"  
[X Link](https://x.com/JuanRodrig07/status/2022437519980134583)  2026-02-13T22:27Z [----] followers, [--] engagements


"@dissectmarkets $200+"  
[X Link](https://x.com/JuanRodrig07/status/2022503999677829224)  2026-02-14T02:51Z [----] followers, [---] engagements


"I hope so brother My comments come out of frustration because we NEVER get updates on these partnerships. Thats all. Been a bull owned lot of stock and believed in everything Alex Chriss said. I really hope this one works. Sorry if my comments came across the wrong day not a hater at all. https://twitter.com/i/web/status/2022669275341742260 https://twitter.com/i/web/status/2022669275341742260"  
[X Link](https://x.com/JuanRodrig07/status/2022669275341742260)  2026-02-14T13:48Z [----] followers, [--] engagements


"$NU has held up quite well so far this year up almost 1% YTD. It's trading at only 20x [----] earnings with a PEG of [---]. It remains one of my top picks for 2026"  
[X Link](https://x.com/JuanRodrig07/status/2019840405018497295)  2026-02-06T18:27Z [----] followers, [----] engagements


"$HOOD crypto revenue has definitely been a key catalyst for the stock over the past year and a half. With crypto volumes potentially lower in Q1 [----] it will be interesting to see prediction markets revenue become a higher percentage of total transaction-based revenue. For Q4 [----] prediction markets revenue will exceed $85 millionalmost what Robinhood made from equities in Q3. Going into [----] my guess is that prediction markets revenue will surpass equities and potentially approach crypto and options revenue. January metrics will give us a very good idea of what to expect for 2026."  
[X Link](https://x.com/JuanRodrig07/status/2020260808391823504)  2026-02-07T22:18Z [----] followers, 78.6K engagements


"$XYZ Block cutting up to 10% of staff in efficiency push Up to 10% of Blocks workforce is at risk of being cut according to people familiar with the matter who were granted anonymity to discuss sensitive information. The company had fewer than [-----] employees as of late-November an executivesaidat the time. $PYPL: you should be next. https://twitter.com/i/web/status/2020270823404195931 https://twitter.com/i/web/status/2020270823404195931"  
[X Link](https://x.com/JuanRodrig07/status/2020270823404195931)  2026-02-07T22:57Z [----] followers, 19K engagements


"$HOOD Prediction markets became a #1 priority for Robinhood going into [----] and beyond. It was inevitable"  
[X Link](https://x.com/JuanRodrig07/status/2021333665058603452)  2026-02-10T21:21Z [----] followers, 20.7K engagements


"$HOOD Is it just me or is this a pretty dumb take Lets say you want to gamble. Yes lets call it gambling so were all happy You come to Robinhood for the prediction markets offering. If you already have a brokerage account greatyou GAMBLE on RH and keep your investments elsewhere. But if you DONT have a brokerage account (many kids who GAMBLE dont) you can open one on Robinhood What else does Robinhood need to do Give a free stock to anyone who joins to trade prediction markets My god. so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people"  
[X Link](https://x.com/JuanRodrig07/status/2021388835586736315)  2026-02-11T01:00Z [----] followers, 74.7K engagements


"$HOOD My suggestion to anyone considering selling the stock because they dont like the push into prediction markets: Do it now. This is only going to keep growing and the Q4 [--] numbers will be nothing compared to what well see in [----]. If you dont want to be part of it sell. If youre okay with it then stay. https://twitter.com/i/web/status/2021591633876185528 https://twitter.com/i/web/status/2021591633876185528"  
[X Link](https://x.com/JuanRodrig07/status/2021591633876185528)  2026-02-11T14:26Z [----] followers, 12.5K engagements


"$HOOD stock price vs. Assets Under Custody (AUC). Does it deserve to be trading below $75 $HOOD stock price vs. Assets Under Custody (AUC) over time. As of November [----] total assets under custody were $325 billion. https://t.co/MkvkjeNVFk $HOOD stock price vs. Assets Under Custody (AUC) over time. As of November [----] total assets under custody were $325 billion. https://t.co/MkvkjeNVFk"  
[X Link](https://x.com/JuanRodrig07/status/2021972090052915259)  2026-02-12T15:38Z [----] followers, 10.3K engagements


"Thanks @datadashboards and @kalshidata as always for the data"  
[X Link](https://x.com/JuanRodrig07/status/2022159967311344124)  2026-02-13T04:04Z [----] followers, [---] engagements


"What did you buy this week $SOFI $HOOD Other $NVDA $SOFI $HOOD Other $NVDA"  
[X Link](https://x.com/JuanRodrig07/status/2022414202741350730)  2026-02-13T20:54Z [----] followers, [----] engagements


"@FlackFBA Hmmm not sure about that Im bullish AMD though"  
[X Link](https://x.com/JuanRodrig07/status/2022677396831559936)  2026-02-14T14:20Z [----] followers, [---] engagements


"@Market1Surgeon Or $COST 😂"  
[X Link](https://x.com/JuanRodrig07/status/2022772456402911515)  2026-02-14T20:38Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@JuanRodrig07 Avatar @JuanRodrig07 Juan

Juan posts on X about $hood, $pypl, prediction markets, kalshi the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] -12%
  • [--] Month [---------] +27%
  • [--] Months [---------] +6,782%
  • [--] Year [---------] +465,209%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -74%
  • [--] Month [---] -30%
  • [--] Months [-----] +2,210%
  • [--] Year [-----] +23,160%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +1.50%
  • [--] Month [-----] +4.50%
  • [--] Months [-----] +2,764%
  • [--] Year [-----] +35,410%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #5303 technology brands 33.56% finance 21.92% cryptocurrencies 4.79% countries 3.42% exchanges 2.05% musicians 2.05% financial services #1782 social networks 1.37% celebrities 0.68%

Social topic influence $hood #87, $pypl #552, prediction markets #545, kalshi #884, at least 8.22%, crypto 7.53%, if you 6.16%, $sofi #29, ceo 4.79%, in the 4.79%

Top accounts mentioned or mentioned by @george_dubs_ @kalshi @couchinvestor @couch_investor @acce @spike_1567 @axelderecho @amitisinvesting @wagerwizard00 @kleintom26945 @420bong52665 @futurenvesting @thetagangai @grok @earningsmatter @constantinbell @georgedubs @lincolncarter0 @flackfba @thebetterbull

Top assets mentioned Robinhood Markets, Inc. (HOOD) PayPal Holdings Inc (PYPL) RAI Finance (SOFI) MercadoLibre Inc (MELI) NVIDIA Corp. (NVDA) NuCypher (NU) Coinbase Global Inc. (COIN) Block, Inc. (XYZ) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Costco Hot Dog (COST) Microsoft Corp. (MSFT) PayPal USD (PYUSD) Morgan Stanley (MS) StoneCo Ltd. Class A Common Shares (STNE) PagSeguro Digital Ltd. (PAGS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$HOOD getting some love in the overnight market as the Super Bowl approaches [---] million contracts traded 🤯"
X Link 2026-02-09T01:04Z [----] followers, 24.2K engagements

"$PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for Travel [--]. PayPal partnering with a $380M company made it to its newsroom. [--]. Please guys dont check $SABR stock price performance over the past five years. Dont even know what to say at this point. https://twitter.com/i/web/status/2021998715184013536 https://twitter.com/i/web/status/2021998715184013536"
X Link 2026-02-12T17:23Z [----] followers, 14K engagements

"@samsolid57 Fair enough. Wait and see then"
X Link 2026-02-13T04:48Z [----] followers, [---] engagements

"Today in another episode of prediction markets showing incredible deals: Mochizuki (ATP 115) is playing an 18-year-old with no ranking who hasnt won a single game in his last four matches. I was able to buy [--] YES Mochizuki contracts at [--] each. Wild"
X Link 2026-02-13T18:01Z [----] followers, [---] engagements

"Telling Vlad that if he continues in this direction he wont be like JP Morgan might be the best compliment you can give him nowadays. $HOOD wants to democratize finance. $HOOD doesnt want to be JP Morgan or anything remotely similar to it. Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD"
X Link 2026-02-13T04:22Z [----] followers, [----] engagements

"$PYPL @acce says goodbye to PayPal. I still believe he was a good CEO but he made some costly mistakes along the way especially from a communication standpoint. If a couple of years from now PayPal has become a company that generates significant revenue from Venmo Ads BNPL and Agentic Commerce that will be partly due to the push Alex made during his tenure to position PayPal well for success. If the strategy changes significantly and PayPal shifts its focus to different areas (because they believe Alexs vision was not the right one) then I will take back what I just said. Time will tell and"
X Link 2026-02-12T02:23Z [----] followers, [----] engagements

"$PYPL more on partnerships: The PayPal World website no longer shows Coming late [----] and Mercado Pago ($MELI) is no longer a partner meaning there is currently no partner in Latin America. $PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for Travel [--]. PayPal partnering with a $380M company made it to its newsroom. [--]. Please guys dont check $SABR stock price performance over the past five years. https://t.co/c02lrjPieP $PYPL $SABR Sabre PayPal and Mindtrip Partner To Deliver the Industrys First End-to-End Agentic AI Experience for"
X Link 2026-02-12T17:47Z [----] followers, 17.5K engagements

"@axelderecho Coincido Axel. Mucha gente tratando de encontrar una burbuja donde por ahora no la hay"
X Link 2026-02-14T02:40Z [----] followers, [---] engagements

"Had the privilege of meeting the 🐐 @amitisinvesting today An incredible guy who took the time to chat about life for over an hour. And now he's a Messi fan too. And for those wondering YES the bricks are real 🙌🏻"
X Link 2025-12-30T02:28Z [----] followers, 21.5K engagements

"$HOOD A few updates on prediction markets: [--]. Womens College Basketball event contracts were added on the Robinhood app. This should bring extra volume especially with conference tournaments coming in a few weeks and March Madness. [--]. Crypto event contracts continue to see increasing volume on Kalshi. February might double the contracts traded in January. This suggests crypto volatility (up or down) drives more volume to these contracts. [--]. Tennis event contracts are on track for another record-breaking week with close to $300 million traded on Kalshi. February which was expected to be one of"
X Link 2026-02-13T04:01Z [----] followers, [----] engagements

"Wait but those charts look pretty bullish why would they want you to watch the subway surfer instead Im confused An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T04:33Z [----] followers, [----] engagements

"$HOOD Gold subscribers and Average Revenue Per User (ARPU). Up and to the right"
X Link 2026-02-13T13:00Z [----] followers, [----] engagements

"$PYPL As someone who has been following PayPals ads business for over a year heres what I think you should watch for in the coming months: - Actual figures: We all know the story and the potential. We need a timeline and numbers. - If theres no update on revenue growth etc. before or during Q1 earnings it probably means at least another year until we see any significant revenue (nearly three years post-launch). - Remember that OVAS revenue guidance was flat for [----] (which I assume includes ads). Either this is the biggest sandbag ever or were still too early. That said I believe Dr. Grether"
X Link 2026-02-13T14:04Z [----] followers, [----] engagements

"$HOOD And we still have people out there saying that Robinhood is not democratizing finance Good stuff @vladtenev & team Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app on X and YouTube for the unveiling followed by a live Q&A with https://t.co/WnKGNvJmMp Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of"
X Link 2026-02-13T19:25Z [----] followers, [----] engagements

"$HOOD Another thing I really liked from Q4 earnings: adjusted OpEx + SBC was $15 million lower than guided ($2.265B vs. $2.280B) mainly driven by reduced marketing spend. For [----] OpEx is expected to grow 18% at the midpoint driven primarily by investments in recently launched products. Cost discipline remains one of Robinhoods strengths which its not common to see in companies growing and delivering at this pace. Great to see. https://twitter.com/i/web/status/2022534936138330319 https://twitter.com/i/web/status/2022534936138330319"
X Link 2026-02-14T04:54Z [----] followers, [----] engagements

"Friendly reminder that $NVDA is only trading at 26x forward earnings. Have a great weekend everyone"
X Link 2026-02-14T01:19Z [----] followers, [----] engagements

"$HOOD now shows prediction markets at the top during weekends. Many people wont like this but the good thing is you can now disable them if you dont want to see them"
X Link 2026-02-14T13:36Z [----] followers, [----] engagements

"$SOFI is now trading at its lowest forward P/E ratio since April [----]. For [----] they guided for $0.60 in EPS. In [----] they initially guided for $0.27 (high end) and delivered $0.39 in EPS 44% above the high end of their guidance. In my opinion below $20 this remains one of the best deals out there. https://twitter.com/i/web/status/2022712093703598262 https://twitter.com/i/web/status/2022712093703598262"
X Link 2026-02-14T16:38Z [----] followers, [----] engagements

"$PYPL 🤝🏻 $MSFT PayPal Powers Microsofts Launch of Copilot Checkout This integration marks the latest development in AI-powered shopping experiences combining Microsofts intelligent discovery with PayPals trusted commerce and payments capabilities to createstreamlined end-to-end experiences. Merchants product catalogs will seamlessly become purchasable leveraging PayPals store sync a capability of PayPals recently launched agentic commerce serviceswhich are designed to allow merchants to attract customers and future-proof their business in the new era of AI-powered commerce."
X Link 2026-01-08T15:48Z [----] followers, [----] engagements

"$PYPL Something that I think PayPal should emphasize more is that $PYUSD continues to pay a 4% annual yield even though rates have fallen over the past year. For comparison Robinhood offers 3.75% for its Gold users and Coinbase offers 3.50% for its Coinbase One users. On Venmo no membership is required and you can easily buy $PYUSD with your Venmo balance. You can also do it on the PayPal app too. https://twitter.com/i/web/status/2015105479786090568 https://twitter.com/i/web/status/2015105479786090568"
X Link 2026-01-24T16:52Z [----] followers, [----] engagements

"$PYPL Both Morgan Stanley and Rothschild & Co Redburn lowered their PT to $50. Lots of people betting on @acce failing. I'm happy to take the other side of that bet. Well find out in less than a week"
X Link 2026-01-28T13:08Z [----] followers, [----] engagements

"This is the $PYPL chart that worries me the most: "Consumer spending overall numbers are good" - Jerome Powell $PYPL won't be able to use that excuse for much longer I'm afraid. "Consumer spending overall numbers are good" - Jerome Powell $PYPL won't be able to use that excuse for much longer I'm afraid"
X Link 2026-01-28T20:54Z [----] followers, 20.6K engagements

"Great chart that @juanito_mexok shared with us. Three of my largest holdings are here: $MELI: high P/E but impressive growth over the years. $NU: an absolute beast. Still room for multiple expansion as Juanito mentions here. $PYPL: ridiculously low P/E and the market is pricing in 10% EPS growth for [----] and [----]. Anything lower than that will likely keep the stock cheapand who knows for how long. $MELI marca el camino y hay mucho espacio para expandir multiplo en $NU. $STNE / $PAGS ridiculamente baratas debieran cotizar al doble que los multiplos actuales. https://t.co/37E5zNQ17Q $MELI marca"
X Link 2026-01-29T03:59Z [----] followers, [----] engagements

"$PYPL $50B market cap. Is anyone from management going to buy at least one share in the open market Just wondering"
X Link 2026-01-29T14:45Z [----] followers, 14K engagements

"$NU conditionally approved to establish U.S. national bank. During this phase the company will focus on fully capitalizing the institution within [--] months and opening the bank within [--] months as required by regulators. Difficult not to be bullish on this companys future 🚀 https://twitter.com/i/web/status/2016962316378521608 https://twitter.com/i/web/status/2016962316378521608"
X Link 2026-01-29T19:51Z [----] followers, [----] engagements

"$SDNK does anyone own this Had no idea it even existed. 1100% in less than a year is WILD"
X Link 2026-01-29T22:21Z [----] followers, [----] engagements

"$HOOD This is awesome. The longer people keep saying Robinhood will only survive as long as the average retail investor loses money the greater the opportunity to better understand the company and realize thatgiven how well it has diversified its revenue streams over the past twelve months (and continues to do so with initiatives like this one)this is a generational buy. Well done @vladtenev and team. This is a W for both the U.S. and Robinhood. $HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if"
X Link 2026-01-30T00:30Z [----] followers, [----] engagements

"$PYPL is on track for its worst week since the last week of July following Q2 [----] earnings. It is also the first time in a year that PayPal closes the week red ahead of its earnings report. The last time that happened was January [----] and then the stock fell another 13% after Q4 [----] earnings the week after. We have a strong support zone at $50 the lowest the stock has traded since October [----]. If it falls below $50 the next support would be around $44 the [--------] high. If you ask me I dont think it can get much worse but PayPal has continued to surprise us by heading lower and lower."
X Link 2026-01-30T17:11Z [----] followers, [----] engagements

"$HOOD tennis event contracts continue to show strong figures with over $70 million traded on Kalshi between the semifinals and some of the quarterfinals. More tennis events were added a few days ago so it will remain a sport contributing to overall volume throughout the year. January looks set to close with over 4B contracts traded on Robinhood. For the rest of the quarter these will likely be the main volume drivers each month: February: Super Bowl college basketball NBA and soccer (Champions League knockout stage). March: March Madness (mens and womens) tennis NBA and soccer. February will"
X Link 2026-01-31T03:55Z [----] followers, [----] engagements

"$PYPL $XYZ Also good to see both PayPal and Cash App in the top [--] again in the App Store. Venmo is doing pretty well too sitting at #46its highest rank in at least a few months"
X Link 2026-01-31T16:58Z [----] followers, [----] engagements

"@weary_centurion When adding the Roth IRA pretty much flat for the year $VIST has been doing pretty well and carrying the portfolio. Hopefully $PYPL wakes up soon"
X Link 2026-01-31T19:00Z [----] followers, [---] engagements

"$PYPL Taking into consideration managements comments over the past two months we already know earnings wont be spectacular. However these are three things I consider quite important and will be paying close attention to on Tuesday: [--]. Buybacks: Did they increase buybacks during Q4 [--] Are they lowering the dollar amount for buybacks in [----] [--]. OVAS Revenue: Are we getting closer to $1B in quarterly revenue here Are we getting any guidance on ads revenue for [----] YoY comps are easy so a re-acceleration in growth would be nice. [--]. EPS guidance for 2026: They previously mentioned that EPS growth"
X Link 2026-01-31T20:11Z [----] followers, 36.1K engagements

"Looks like Kalshis notional volume in January will be pretty close to $10B well above my estimates. If we assume that $HOOD will maintain its % share this would put it over 4.5B contracts traded or about $40 million in revenue (when we account for the three-day 15% discount promotion). Q1 is very likely to be the first quarter in which Robinhood makes at least $100M off prediction markets. In Q1 [----] this revenue was pretty much nonexistent. As of January [--] @Kalshis Monthly Notional Volume stands at approximately $8.8B averaging around $304M per day. If this pace holds @Kalshi is on track to"
X Link 2026-01-31T23:19Z [----] followers, [----] engagements

"$HOOD This is big. Robinhood just announced free tax returns and estate planning for clients with over $1M. Tax-loss harvesting estate planning and full-service tax filingall in the same app where you can own equities crypto and manage your retirement account. Oh and its the same app where millions of parents will soon be able to open an Invest America account. All in one place. Not sure Id want to be bearish on Robinhood. Were testing something new. Full-service tax filing. Estate planning. And a dedicated CFP professional. Plus a 1% match on all transfers from another brokerage. Terms"
X Link 2026-02-01T15:28Z [----] followers, 71.5K engagements

"$PYPL Earnings are deteriorating. Never heard that one before. If were going to talk about the bear case for PayPal lets at least make some sense. Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long Earnings which can only improve if the underlying health of the company is improving are deteriorating. But theyre buying back a lot of stock. Im long"
X Link 2026-02-01T17:18Z [----] followers, 11.6K engagements

"$HOOD Robinhoods rule of [--] is just impressive. Given that revenue growth will be significantly lower than Q3s (due to tougher comps) the Rule of [---] figure for Q4 will be closer to 100% or even lowerwhich is still quite impressive. Current estimates for revenue growth in Q4 [--] sit at about 32% well below Q3s rate but still strong given the decrease in crypto volumes during Q4. In [----] prediction markets should help offset some of the potential crypto volume decline and if the market holds Robinhood will likely post at least 20-25% growth throughout the year."
X Link 2026-02-01T19:00Z [----] followers, [----] engagements

"$PYPL on Polymarket now shows an 82% chance of PayPal beating quarterly earnings. As we all know the focus will be on guidance and the market is now expecting very soft guidance for [----]. Thanks @Incogninvestor for pointing this out"
X Link 2026-02-01T19:15Z [----] followers, 11.7K engagements

"$HOOD And we ended up having a red January down 12%. February performance since going public: 2022: -15.12% 🔴 2023: -3.27% 🔴 2024: 51.86% 🟢 (wow) 2025: -3.56% 🔴 2026: Many of you wanted it below $100 is anyone buying now $HOOD January performance since going public: 2022: -20.33% 🔴 2023: 27.89% 🟢 2024: -15.70% 🔴 2025: 39.43% 🟢 2026: Red January coming up 👀 https://t.co/eDcx6wDGW8 $HOOD January performance since going public: 2022: -20.33% 🔴 2023: 27.89% 🟢 2024: -15.70% 🔴 2025: 39.43% 🟢 2026: Red January coming up 👀 https://t.co/eDcx6wDGW8"
X Link 2026-02-02T03:01Z [----] followers, 11.6K engagements

"$PYPL Fantastic post from Marcel Van Oost (not sure if hes on X) showing PayPals Strategy Map"
X Link 2026-02-02T13:58Z [----] followers, 65.1K engagements

"$HOOD Once again the market believes prediction market volumes will decrease until football season starts again in August. Let me tell you something: the market is wrong. January was a record-breaking month for volume. February will be slower but in March trading volume will pick up again and that momentum will continue through the NBA Playoffs and the World Cup (soccer). Nothing to worry about on the prediction markets side. Crypto volumes are a valid concern. Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are"
X Link 2026-02-02T15:01Z [----] followers, 19.1K engagements

"$PYPL new FTD and FYF Flowers ads on the PayPal app. Are we getting an update on ads revenue tomorrow Since Q3 earnings weve seen several new ads on both PayPal and Venmo the launch of Transaction Graph Insights and Dr. Grether say hes impressed by the demand. Not getting an update on how [----] looks for this segment would be VERY disappointing. https://twitter.com/i/web/status/2018370532786274647 https://twitter.com/i/web/status/2018370532786274647"
X Link 2026-02-02T17:06Z [----] followers, [----] engagements

"$HOOD sub $90 🥶"
X Link 2026-02-02T18:22Z [----] followers, [----] engagements

"$PYPL up 1% overnight before reporting earnings tomorrow morning. My estimates: ✅ $8.87B in revenue ✅ $1.40 in EPS Guidance will likely be conservative (once again) so I see it in the $5.70$5.85 range. Anything above $6.00 is pretty bullish but I dont see it happening. See you guys tomorrow https://twitter.com/i/web/status/2018534932046352758 https://twitter.com/i/web/status/2018534932046352758"
X Link 2026-02-03T04:00Z [----] followers, 11.5K engagements

"$PYPL I never believed the they want to keep the stock price low so they can buy back more shares theory. I dont think a CEO would ever do that when their job is on the line. Wish @acce well. He did some good things but execution was slow and sometimes non-existent. Can it get any worse than this Who knows https://twitter.com/i/web/status/2018674711706669489 https://twitter.com/i/web/status/2018674711706669489"
X Link 2026-02-03T13:15Z [----] followers, 11.2K engagements

"$PYPL Update: [--]. Buybacks didnt increase [--]. Flat OVAS revenue growth expected in [----] (which suggests no significant revenue from ads). [--]. Pretty much flat EPS growth despite $6B in buybacks. Thesis broken. Time to move on. PS: Id be very surprised if Dr. Grether is still at PayPal a year from now. $PYPL Taking into consideration managements comments over the past two months we already know earnings wont be spectacular. However these are three things I consider quite important and will be paying close attention to on Tuesday: [--]. Buybacks: Did they increase buybacks https://t.co/BJ9jxZEIfl"
X Link 2026-02-03T13:52Z [----] followers, 19.5K engagements

"Sold part of my $PYPL position bought $SOFI $HOOD and $NVDA. Sold my $PYPL at a 25% loss"
X Link 2026-02-03T14:43Z [----] followers, 11K engagements

"$HOOD Robinhoods next event will be on March [--] in New York Vlad Tenev will give a look at our newest products which aim to help you and any generation in your family navigate toward your financial goals. Looking forward to it"
X Link 2026-02-03T15:25Z [----] followers, [----] engagements

"@FedExSTi former IR at $MELI and $NU explains why $PYPL failed. Many of us thought Alex Chriss could lead a turnaround and help PayPal grow again. Unfortunately it didnt happen. Must read Dato que marca un cambio estructural en fintech global: Durante aos $PYPL vala muchsimo ms que $MELI. Me acuerdo de hacerle los resumenes trimestrales al management. Junto con los de $EBAY y otros. En particular $PYPL & $EBAY los miraba como si fueran la NASA. Mas por el Dato que marca un cambio estructural en fintech global: Durante aos $PYPL vala muchsimo ms que $MELI. Me acuerdo de hacerle los resumenes"
X Link 2026-02-03T16:54Z [----] followers, [----] engagements

"$PYPL bloodbath wow"
X Link 2026-02-03T19:56Z [----] followers, [----] engagements

"$PYPL traded over [---] million shares today its highest volume in companys history. We wont forget this day anytime soon thats for sure"
X Link 2026-02-03T21:29Z [----] followers, [----] engagements

"$HOOD Alright guys with the stock falling like theres no tomorrow lets talk prediction markets. Kalshi closed January with $9.5B in notional volume. Assuming Robinhood accounts for 4045% of that (quite conservative) January would deliver 3.84.2B contracts traded or about $3840 million in revenue (they had a 3-day promotion with commissions at only $0.85c.) February will be slower than January for these reasons: [--]. February has only [--] days. [--]. No CFB games and only one NFL game (the Super Bowl). These two sports alone accounted for about 40% or more of trading volume in previous months."
X Link 2026-02-04T03:47Z [----] followers, [----] engagements

"$PYPL One of the very few positives in PayPals earnings: Venmo growth. - $1.7B in revenue (20% YoY growth) - 67M MAAs (up from 66M in Q3 and +7% YoY) - 14% ARPA growth Venmo was an area where @acce put in significant work and highlighted its strong potential. Well see how it performs under the new CEO but it remains one of the few areas where growth could accelerate going forward. To achieve that execution must be excellentotherwise it will be another missed opportunity. https://twitter.com/i/web/status/2019124681987748154 https://twitter.com/i/web/status/2019124681987748154"
X Link 2026-02-04T19:03Z [----] followers, [----] engagements

"$GOOGL Best company in the world in my books. Wow 🤯 $GOOGL (Alphabet) #earnings are out: https://t.co/3QAVVzQrTl $GOOGL (Alphabet) #earnings are out: https://t.co/3QAVVzQrTl"
X Link 2026-02-04T21:04Z [----] followers, [----] engagements

"Alright lets see what are you guys buying Ive been buying all three $SOFI $NVDA and $HOOD $SOFI $HOOD Other (comment below) $NVDA $SOFI $HOOD Other (comment below) $NVDA"
X Link 2026-02-05T14:54Z [----] followers, [----] engagements

"@Spike_1567 Good stuff. The guys from TIP (We Study Billionaires) talk about Topicus and Lumine often and also Constellation Software"
X Link 2026-02-05T16:09Z [----] followers, [---] engagements

"$PYPL This is the most concerning part of the Q4 report: mid-single-digit decline in GAAP EPS for [----] despite spending $6B on buybacks not good. However for those buying at these levels the company could be guiding for the worst-case scenario. If the new CEO does a decent job they could exceed this awful guidance and deliver some EPS growth in [----]. Still there are lots of unknowns and there could be better buys out there right nowespecially after this dip over the past week. https://twitter.com/i/web/status/2019460101036196311 https://twitter.com/i/web/status/2019460101036196311"
X Link 2026-02-05T17:16Z [----] followers, [----] engagements

"Let me check my portf nevermind This is not fun"
X Link 2026-02-05T21:02Z [----] followers, [----] engagements

"$MSTR slight miss $MSTR Strategy Inc. Q4-2025 Earning Report https://t.co/qOxqW5h6zf $MSTR Strategy Inc. Q4-2025 Earning Report https://t.co/qOxqW5h6zf"
X Link 2026-02-05T21:04Z [----] followers, [----] engagements

"$HOOD down another 2% AH getting closer and closer to $70 🤯"
X Link 2026-02-05T21:23Z [----] followers, 15.4K engagements

"The beauty of prediction markets: even with crypto falling off a cliff prediction market volumes in this category are hitting new highs. So far in February theres about $20 million in daily volume compared to about $12 million in January and even lower figures during [----]. What if declining crypto volumes for $HOOD are partially offset by people trading crypto event contracts on their platform Of course this would offset only a very small percentage of the decline in crypto volumes but as these contracts gain more adoption it wouldnt be crazy to think about it that way. Clearly volatility in"
X Link 2026-02-06T04:32Z [----] followers, [---] engagements

"@822_investing @Kalshi @kalshidata Very unlikely But the average volume per day remains pretty strong. We will have a better picture of how February will look after the Super Bowl no idea how big that will be"
X Link 2026-02-06T14:23Z [----] followers, [--] engagements

"$PYPL NOTHING can take this thing higher. I still believe were headed to all-time lows around $30. Frustrating to say the least. $PYPL longest active losing streak in the ENTIRE stock market at [--] straight red days. Lowest Daily RSI in the ENTIRE stock market near [--]. Wild. $PYPL longest active losing streak in the ENTIRE stock market at [--] straight red days. Lowest Daily RSI in the ENTIRE stock market near [--]. Wild"
X Link 2026-02-06T14:55Z [----] followers, 12.7K engagements

"@Kross_Roads Sold about 75% of my position. Still trying to decide what I will do with the rest. Probably will end up selling it all next week"
X Link 2026-02-06T15:03Z [----] followers, [---] engagements

"@420Bong52665 Same been buying tons of $HOOD and $SOFI lately if they continue to go lower Ill have to sell the remainder of my $PYPL to buy those two"
X Link 2026-02-06T15:04Z [----] followers, [---] engagements

"@jarg20260110 Got $93 strike expiring next week so be ready to see $90s again"
X Link 2026-02-06T16:50Z [----] followers, [---] engagements

"@Ashok79814093 Sold about 75% of my shares. Not obsessed at all just pointing out that this thing doesnt stop falling. Thats it"
X Link 2026-02-06T16:57Z [----] followers, [---] engagements

"I don't necessarily think the stock will do bad over the coming years but the thesis changed significantly and the risk-reward at least to me is not that attractive anymore. I'd much rather pay a premium for stocks that are actually growing and executing quarter after quarter like $SOFI $HOOD or $NU. That's it Hope people who still hold it (and new buyers) make tons of money. https://twitter.com/i/web/status/2019841244164231597 https://twitter.com/i/web/status/2019841244164231597"
X Link 2026-02-06T18:30Z [----] followers, [--] engagements

"@Futurenvesting Elite interview man. You guys rock @FunOfInvesting"
X Link 2026-02-06T23:02Z [----] followers, [----] engagements

"If you bought $HOOD yesterday you got it at a [--] P/E its lowest since May [----] when the stock was trading at about $5055. Did it get overextended going all the way to $150 Yes. Does it deserve to be at $50 now I dont think so"
X Link 2026-02-07T01:46Z [----] followers, 16.7K engagements

"@RealMattMoney Theyve set the bar pretty high for the coming episodes with this one long Basis Points 🚀"
X Link 2026-02-07T03:36Z [----] followers, [---] engagements

"@Kalshi 🤝🏻 $PYPL Now you can also fund your Kalshi account using your Venmo and PayPal balances. With volume traded increasing significantly month after month on Kalshi and event contracts gaining more adoption it seems like a smart move from PayPal"
X Link 2026-02-07T15:30Z [----] followers, [----] engagements

"@SoleSurvivore @Kalshi Dont blame you man 😂"
X Link 2026-02-07T15:54Z [----] followers, [--] engagements

"@axelderecho @Kalshi Not enough unfortunately doesnt move the needle. But still a smart move"
X Link 2026-02-07T15:54Z [----] followers, [---] engagements

"$HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks. When checking tennis event contracts for next week I noticed the De Minaur vs. Fils match was mispricedyou could buy De Minaur for just [--] cents. For context: De Minaur is now ranked 6th in the world while Fils has played only [--] matches in the last [--] months due to a back injury currently ranked [--] in the world. Some people were willing to sell those [--] contracts. I grabbed [--] before the price adjusted to a more reasonable [--]. My guess is that as we get closer to the match it will settle"
X Link 2026-02-07T17:54Z [----] followers, [----] engagements

"Not only has the game itself seen huge trading volume but other Super Bowl eventslike Bad Bunnys halftime openerhave also seen incredibly high volume with almost $20 million traded so far. Tomorrow will likely be a record-breaking day for event contracts especially if the game is close. Looking forward to it https://twitter.com/i/web/status/2020212634323198153 https://twitter.com/i/web/status/2020212634323198153"
X Link 2026-02-07T19:06Z [----] followers, [----] engagements

"I wouldnt say zero but its not significant thats for sure. What I was trying to point out is that theyre not late this time since prediction markets is an industry that will continue to grow significantly over the coming months and years. Not to mention that many Kalshi users are also Venmo users (around the same age). https://twitter.com/i/web/status/2020213034573091201 https://twitter.com/i/web/status/2020213034573091201"
X Link 2026-02-07T19:08Z [----] followers, [--] engagements

"@Adam_a_Dias @Kalshi Nice"
X Link 2026-02-07T22:18Z [----] followers, [--] engagements

"$HOOD [--] hours later now with more volume traded I was able to close the position for [--] each. By the way the match is in two days so nothing really happened other than a few more contracts traded. $HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks. When checking tennis event contracts for next week I noticed the De Minaur vs. Fils match was mispricedyou could buy De Minaur for just [--] cents. For context: De Minaur https://t.co/6Xwj7oxUxz $HOOD This just happened to me and its a good example of how prediction markets differ from sportsbooks."
X Link 2026-02-07T23:14Z [----] followers, [----] engagements

"$GOOGL Stock price vs Google Cloud revenue growth over the past three years"
X Link 2026-02-08T00:57Z [----] followers, [----] engagements

"@infoinvt Theres a few people that I will love no matter their political views just because theyre the 🐐s at what they do. Bad Bunny is one of them"
X Link 2026-02-08T02:50Z [----] followers, [---] engagements

"$HOOD now added a Top News section on certain event contracts. I assume its meant to help users make a more informed decision even though in this case for example its quite difficult to know which song Bad Bunny will open with tomorrow. Personally I dont see Chambea being the first one but well see. https://twitter.com/i/web/status/2020338025956274331 https://twitter.com/i/web/status/2020338025956274331"
X Link 2026-02-08T03:24Z [----] followers, [----] engagements

"$PYPL with both PayPal and Venmo in the top [--]. Yet the company is worth $38B its lowest since [----]. Execution has clearly been the problem here. Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m [--]. DraftKings - 18.8m [--]. Zelle - 14.5m Notice something 👀 Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m"
X Link 2026-02-08T07:29Z [----] followers, 10.3K engagements

"8 hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild"
X Link 2026-02-08T15:31Z [----] followers, [----] engagements

"Crypto event contracts are set to have a record-breaking week with over $150 million traded on Kalshi. I still believe this will gain more adoption over time and will become behind sports event contracts the most traded sector in prediction markets. The way I see it: - They can be used as a hedge (you're long $BTC so you buy a contract that profits if $BTC falls). - If you do TA on crypto and a coin breaks below a support level you could buy or sell contracts betting on its price in a few days or weeks. - For meme coins instead of buying the next potential 10x that will likely go to zero you"
X Link 2026-02-08T16:57Z [----] followers, [----] engagements

"Id love to find out. To this day Im a fan of Alex especially after a former executive told me everyone spoke very highly of him within the companyand that was just six months ago. Yes he didnt fire enough employees and that wasnt good. But something went wrong between him and the BOD during the second half of [----] and given how poorly PayPal has performed even before he joined I dont think its his fault"
X Link 2026-02-08T17:06Z [----] followers, [--] engagements

"I think prediction markets are good and will do well in the future. What could make them better is an option for users to simply remove them without having to contact support. Also for new accounts a simple question asking whether they want prediction markets included in their offerings would be nice. Not sure how difficult that would be"
X Link 2026-02-08T17:39Z [----] followers, [---] engagements

"$HOOD As Ive mentioned before the second argument is not valid. Robinhood sports event contracts will still perform very well now that football season is (almost) over. As we can see basketball and tennis combined now account for about 65% of total sports trading volume. We will see more events that drive these two even higher in the coming months along with the soccer World Cup which should significantly increase football volumes. I dont see such a slowdown; in fact March could be a record-breaking month for event contracts volume. Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst"
X Link 2026-02-08T18:10Z [----] followers, [----] engagements

"@PredMTrader Or you can buy Shakira to NOT perform tonight for [--] when she has a concert scheduled in El Salvador tonight"
X Link 2026-02-08T20:28Z [----] followers, [----] engagements

"$300 million and counting. If this game is somewhat close we could see well above $500 million. [--] hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild. https://t.co/aRvrmFCneE [--] hours until kickoff and were now at $248 million traded on Kalshi up from about $190 million last night. Looks like well get at least $500 million traded on this game today. Wild. https://t.co/aRvrmFCneE"
X Link 2026-02-08T21:36Z [----] followers, [----] engagements

"@EthanGordon1 Hey man In Q1 I believe prediction markets could do about $120M or so in revenue. Higher than equities but still lower than crypto (unless crypto volumes continue to decrease significantly). A year from now I think PM revenue could be bigger than both equities and crypto"
X Link 2026-02-09T01:10Z [----] followers, [---] engagements

"@thetaGangAI @grok 1c goes to $HOOD and 1c to Kalshi. Also this number is not only Robinhoods volume. About $2M off this event alone sounds about right to me though"
X Link 2026-02-09T01:15Z [----] followers, [---] engagements

"The game being one-sided didnt help Kalshi reach over $500 million traded on it. The highlight of the day to me was the opening song which traded over $110 million. Likely the biggest day yet for Kalshi and $HOOD in terms of contracts traded. Football season has undoubtedly been a big success for event contracts. The challenge will be maintaining these volumes throughout the year until CFB and NFL seasons return. My take is theyve diversified well enough to perform strongly even without these contracts. Anyway pretty fun day. Congrats to all the Seahawks fans"
X Link 2026-02-09T03:06Z [----] followers, [----] engagements

"@philipp317 @ryan_m_g_1 Well thats worth a good bit of my $HOOD shares haha. Ryan had a fair point but it happens to every app out there sucks it happened today with RH. Also Philip youre always there supporting so appreciate it. If $HOOD does well we all benefit Have a great week you two"
X Link 2026-02-09T04:29Z [----] followers, [---] engagements

"Record daily volume for Kalshi during Super Bowl Sunday. If $HOOD captured 40% of it thats about $350M in volume or $3.5M in revenue. Not bad at all. New: Kalshi sets a record for daily volume of $871 million on Super Bowl Sunday. Probably missed out on a billion because the game was terrible. Top [--] markets (which includes the Cardi B to perform in halftime show market which had millions traded an hour after the game). https://t.co/H522Mm7gYu New: Kalshi sets a record for daily volume of $871 million on Super Bowl Sunday. Probably missed out on a billion because the game was terrible. Top 10"
X Link 2026-02-09T14:46Z [----] followers, [----] engagements

"To me its pretty simple. If the stock has been down for the past [--] years and growth keeps slowing its deeper than just a change of CEO. One thing Ive learned over time is that culture is everything as I see with $NU and $MELI. Also the dividend they started in Q3 shows how clueless the BOD is. Hoping Enrique does a great job but this will be more about cost-cutting and avoiding negative growth than a return-to-growth story. My two cents. https://twitter.com/i/web/status/2020879735660708198 https://twitter.com/i/web/status/2020879735660708198"
X Link 2026-02-09T15:17Z [----] followers, [---] engagements

"Crypto event contracts volume had its biggest week ever on Kalshi with over $156 million traded. $BTC had its highest weekly volume since July [----]. As mentioned before if used properly these contracts could serve as a good hedge for $BTC holders. Crypto event contracts remain the second-largest category traded on Kalshi behind sports. https://twitter.com/i/web/status/2020944931251159385 https://twitter.com/i/web/status/2020944931251159385"
X Link 2026-02-09T19:36Z [----] followers, [---] engagements

"@KingTimmy0629 You down 90k Those who bought it in the $20/30s are doing just fine"
X Link 2026-02-09T23:40Z [----] followers, [--] engagements

"$PYPL Truist maintains sell rating and lowers price target to $39. Heres how I see ittheres a good and a bad side: The bad: Sentiment will likely stay negative at least until Q1 earnings or until the new CEO provides clarity on the companys direction. The good: The stock is priced as if the new CEO will fail the company will post negative YoY growth and none of the new initiatives like Ads Venmo monetization PayPal World (which we still need to see continue under new leadership) will work. Im still holding [---] shares and selling aggressive weekly covered calls. If it runs up and I get called"
X Link 2026-02-10T14:22Z [----] followers, [----] engagements

"And as I mentioned I sold last week at a 25% loss and bought $HOOD $NVDA and $SOFI"
X Link 2026-02-10T14:24Z [----] followers, [---] engagements

"@Couch_Investor Nothing scheduled yet. My only suggestion is: double down on Venmo and Ads. That could be enough to take this thing higher thats how ridiculous the valuation is"
X Link 2026-02-10T14:28Z [----] followers, [---] engagements

"@WagerWizard00 Because the thesis changed significantly that's why I sold. You likely won't lose money if you buy here but I'd rather own names where the thesis remains intact"
X Link 2026-02-10T16:49Z [----] followers, [---] engagements

"$HOOD finally added tennis event contracts outside Grand Slams and the figures speak for themselves: over $200 million in volume this past week on Kalshi. This might be a bold take but I believe that by the end of [----] tennis event contract volume could be higher than any other sport offered. Time will tell but tennis season is just getting started and volumes are impressive. $HOOD Hear me out @RobinhoodApp. Time to add Tennis event contracts outside Grand Slams. Missing out on tons of volume and $ here. Thanks 🙏🏻 https://t.co/4DRAfYrUcz $HOOD Hear me out @RobinhoodApp. Time to add Tennis"
X Link 2026-02-10T16:57Z [----] followers, [----] engagements

"$HOOD Robinhood Gold Subscribers grew 58% YoY and hit a new high in adoption rate at 15.5%. As @shiv_verma1 said during todays earnings call Robinhood Gold remains the best deal out there"
X Link 2026-02-10T22:57Z [----] followers, [----] engagements

"@Couch_Investor @Investor_NICK_ Yes. Also for any new users downloading the app and opening a Robinhood account a simple question asking whether they want prediction markets or not would be good too"
X Link 2026-02-11T00:13Z [----] followers, [--] engagements

"That's why I keep saying that an option to disable it within the app would be ideal. Or when somebody opens a new account a simple question asking if they want event contracts in the app. People will use this product whether it's on Robinhood or not. There are different ways to do it better but getting rid of them is not the solution. https://twitter.com/i/web/status/2021397421943669054 https://twitter.com/i/web/status/2021397421943669054"
X Link 2026-02-11T01:34Z [----] followers, [--] engagements

"Ive traded options back in [----] trying to short $CAVA. Lost TONS of money same exact feeling that I had every time I gamble. Buying puts praying that the stock will go down just because it was overvalued. Learned my lesson never again. Sadly its not like that for many people but to me this is no different from trading short-term options. https://twitter.com/i/web/status/2021400816444178609 https://twitter.com/i/web/status/2021400816444178609"
X Link 2026-02-11T01:48Z [----] followers, [---] engagements

"$PYPL Great find here from @EarningsMatter Asked Grok and this was the comparison I got from Lores vs Chriss compensation packages: Enrique Lores: - Base salary: $1.45M - Target bonus: 200% of base ($2.9M potential cash) - Equity grants (front-loaded): - Make-whole RSUs: $20M (3-year vest) - [----] RSUs: $16.5M - [----] PSUs: $16.5M target - Early [----] RSUs: $11M - One-time special PSUs: $25M target (up to $62.5M max) tied directly to PYPL stock price performance over years [--] - Total grant/target equity value: $89M+ (potential much higher if stock moons) Contrasts: - Chriss: Huge payday upfront"
X Link 2026-02-11T04:05Z [----] followers, 19.1K engagements

"$HOOD rolled that one to this Friday for a small credit. Safe to say this one will expire worthless 😅 $HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 https://t.co/Xw8gACBKnt $HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 https://t.co/Xw8gACBKnt"
X Link 2026-02-11T19:24Z [----] followers, [----] engagements

"@Futurenvesting Twenty U.S. dollars a share. What a gift"
X Link 2026-02-11T23:26Z [----] followers, [----] engagements

"$HOOD now lets you disable sports event contracts in your settings. If you've been using sports prediction markets for a while you may have noticed that the Super Bowl was the only event Robinhood showed at the top of your Home Screen. Sometimes finding a specific sporting event to bet on takes way too longespecially with college basketball or football. Good move here from the Robinhood team 👏🏻 https://twitter.com/i/web/status/2021779556714037327 https://twitter.com/i/web/status/2021779556714037327"
X Link 2026-02-12T02:53Z [----] followers, [----] engagements

"@Spike_1567 @acce Lets give him the benefit of the doubt At least for a quarter haha"
X Link 2026-02-12T02:55Z [----] followers, [---] engagements

"$HOOD Heres one thing I believe the market overlooked from the earnings report: [----] is off to a strong start for Robinhood. Januarys metrics show increases across the board compared to December: - Net Deposits: $4.5B vs. $3.2B - Margin Book: $18.4B vs. $16.8B - Equity Trading Volume: $227B vs. $189B - Options Contracts Traded: 200M vs. 199M - Crypto Trading Volume: $22.9B vs. $21.2B - Event Contracts: $3.4B vs. $3B February is also starting strong. Average daily trading volume exceeds Januarys and net deposits are already over $2.5B approaching Decembers total with more than half the month"
X Link 2026-02-12T03:49Z [----] followers, [----] engagements

"Is $SOFI the best buy in todays market If not what are you buying"
X Link 2026-02-12T14:08Z [----] followers, [----] engagements

"@AdityaInvests90 Bought some more at $75 this morning"
X Link 2026-02-12T15:42Z [----] followers, [---] engagements

"@George_Dubs_ If you do that then at least talk about some of your partnerships during the earnings call. Be consistent. Dont just announce stuff that then ends up in nothing. Check your DMs"
X Link 2026-02-12T17:48Z [----] followers, [---] engagements

"And as the great @Couch_Investor said: they lied to their shareholders. Not great"
X Link 2026-02-12T17:59Z [----] followers, [---] engagements

"@George_Dubs_ My point is that these press releases dont do anything if you then dont provide updates. And thats what theyve done lately"
X Link 2026-02-12T18:04Z [----] followers, [---] engagements

"@FlexInvest7 @Couch_Investor You dont mess with $MELI if you want to partner with them your execution has to be there"
X Link 2026-02-12T18:39Z [----] followers, [---] engagements

"@Couch_Investor What about $COST vs $NVDA Haha"
X Link 2026-02-12T18:56Z [----] followers, [----] engagements

"@PredMTrader will love this"
X Link 2026-02-13T18:04Z [----] followers, [---] engagements

"Down to [--] now. Wow"
X Link 2026-02-13T18:54Z [----] followers, [---] engagements

"@LincolnCarter0 Good stuff Havent looked at it yet. Gotta watch some of @Kross_Roads videos on it 👏🏻"
X Link 2026-02-13T20:56Z [----] followers, [--] engagements

"$HOOD quick update. Sold an $82 cc expiring today thinking there was no way we'd get a 12%+ pump and we did. This stock never fails to surprise me 🫠 $HOOD down another 2% AH getting closer and closer to $70 🤯 https://t.co/vIouLKarS7 $HOOD down another 2% AH getting closer and closer to $70 🤯 https://t.co/vIouLKarS7"
X Link 2026-02-06T14:49Z [----] followers, 17.7K engagements

"$HOOD back above $88. Traded as low as $69.90 last Thursday in after-hours when $AMZN reported earnings and the broader market took a hit. Up almost 26% from those lows 🤯"
X Link 2026-02-09T17:38Z [----] followers, [----] engagements

"Were now [--] days into February and Kalshis notional volume is already over $3B. $HOOD will report its January metrics tomorrow and I expect January event contracts volume to be in the range of 4.34.5B contracts traded well above the 3B from December. Q1 revenue from event contracts will easily exceed $100 million. The pace at which this product is growing is incredible which makes me think we will see more regulatory risk in the coming months especially now that football season is over. As of February [--] @Kalshis Monthly Notional Volume stands at approximately $2.24B averaging around $320M per"
X Link 2026-02-10T02:43Z [----] followers, [----] engagements

"$HOOD be ready for the Robinhood stock stumbles as revenue growth slows significantly headline tomorrow if we drop after earnings"
X Link 2026-02-10T19:00Z [----] followers, [----] engagements

"For anyone wondering why $MELI is up in pre-market. Q4 earnings coming up next Thursday JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade"
X Link 2026-02-12T13:23Z [----] followers, [---] engagements

"So if they didnt lie why did they remove [----] guidance Why didnt PayPal World go live last fall Why did they say they were well within guidance in Q4 and missed estimates Why did they say Venmo and PayPal would be interoperable by November [--] and still nothing And I could continue. Come on man what are you even complaining about right now. https://twitter.com/i/web/status/2022036672527896855 https://twitter.com/i/web/status/2022036672527896855"
X Link 2026-02-12T19:54Z [----] followers, [--] engagements

"@George_Dubs_ @Couch_Investor Alright next time I tell my boss Ill get something done and I dont Ill tell him Im sorry I fell short of goals. I told him Id do something and I didnt therefore I lied. Its not that difficult my man. No excuses here we lost money and we move on"
X Link 2026-02-12T20:06Z [----] followers, [--] engagements

"Slight miss on EPS for $COIN $COIN (Coinbase Global) #earnings are out: https://t.co/OFasxdyzHj $COIN (Coinbase Global) #earnings are out: https://t.co/OFasxdyzHj"
X Link 2026-02-12T21:30Z [----] followers, [----] engagements

"$HOOD just added a search feature for event contracts. A few people mentioned how difficult it was to find certain events so this should help a lot. Im sure @InvestwithMEH will love it"
X Link 2026-02-12T21:39Z [----] followers, [----] engagements

"@KleinTom26945 Very tempted to start a position in $RDDT"
X Link 2026-02-13T22:27Z [----] followers, [--] engagements

"@dissectmarkets $200+"
X Link 2026-02-14T02:51Z [----] followers, [---] engagements

"I hope so brother My comments come out of frustration because we NEVER get updates on these partnerships. Thats all. Been a bull owned lot of stock and believed in everything Alex Chriss said. I really hope this one works. Sorry if my comments came across the wrong day not a hater at all. https://twitter.com/i/web/status/2022669275341742260 https://twitter.com/i/web/status/2022669275341742260"
X Link 2026-02-14T13:48Z [----] followers, [--] engagements

"$NU has held up quite well so far this year up almost 1% YTD. It's trading at only 20x [----] earnings with a PEG of [---]. It remains one of my top picks for 2026"
X Link 2026-02-06T18:27Z [----] followers, [----] engagements

"$HOOD crypto revenue has definitely been a key catalyst for the stock over the past year and a half. With crypto volumes potentially lower in Q1 [----] it will be interesting to see prediction markets revenue become a higher percentage of total transaction-based revenue. For Q4 [----] prediction markets revenue will exceed $85 millionalmost what Robinhood made from equities in Q3. Going into [----] my guess is that prediction markets revenue will surpass equities and potentially approach crypto and options revenue. January metrics will give us a very good idea of what to expect for 2026."
X Link 2026-02-07T22:18Z [----] followers, 78.6K engagements

"$XYZ Block cutting up to 10% of staff in efficiency push Up to 10% of Blocks workforce is at risk of being cut according to people familiar with the matter who were granted anonymity to discuss sensitive information. The company had fewer than [-----] employees as of late-November an executivesaidat the time. $PYPL: you should be next. https://twitter.com/i/web/status/2020270823404195931 https://twitter.com/i/web/status/2020270823404195931"
X Link 2026-02-07T22:57Z [----] followers, 19K engagements

"$HOOD Prediction markets became a #1 priority for Robinhood going into [----] and beyond. It was inevitable"
X Link 2026-02-10T21:21Z [----] followers, 20.7K engagements

"$HOOD Is it just me or is this a pretty dumb take Lets say you want to gamble. Yes lets call it gambling so were all happy You come to Robinhood for the prediction markets offering. If you already have a brokerage account greatyou GAMBLE on RH and keep your investments elsewhere. But if you DONT have a brokerage account (many kids who GAMBLE dont) you can open one on Robinhood What else does Robinhood need to do Give a free stock to anyone who joins to trade prediction markets My god. so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people"
X Link 2026-02-11T01:00Z [----] followers, 74.7K engagements

"$HOOD My suggestion to anyone considering selling the stock because they dont like the push into prediction markets: Do it now. This is only going to keep growing and the Q4 [--] numbers will be nothing compared to what well see in [----]. If you dont want to be part of it sell. If youre okay with it then stay. https://twitter.com/i/web/status/2021591633876185528 https://twitter.com/i/web/status/2021591633876185528"
X Link 2026-02-11T14:26Z [----] followers, 12.5K engagements

"$HOOD stock price vs. Assets Under Custody (AUC). Does it deserve to be trading below $75 $HOOD stock price vs. Assets Under Custody (AUC) over time. As of November [----] total assets under custody were $325 billion. https://t.co/MkvkjeNVFk $HOOD stock price vs. Assets Under Custody (AUC) over time. As of November [----] total assets under custody were $325 billion. https://t.co/MkvkjeNVFk"
X Link 2026-02-12T15:38Z [----] followers, 10.3K engagements

"Thanks @datadashboards and @kalshidata as always for the data"
X Link 2026-02-13T04:04Z [----] followers, [---] engagements

"What did you buy this week $SOFI $HOOD Other $NVDA $SOFI $HOOD Other $NVDA"
X Link 2026-02-13T20:54Z [----] followers, [----] engagements

"@FlackFBA Hmmm not sure about that Im bullish AMD though"
X Link 2026-02-14T14:20Z [----] followers, [---] engagements

"@Market1Surgeon Or $COST 😂"
X Link 2026-02-14T20:38Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@JuanRodrig07
/creator/twitter::JuanRodrig07