DTJ bullish on $HOOD and now in talks around scrapping the trade-through rule? This stands to supercharge the economics behind PFOF with retail flow becoming even more valuable.
PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.
Here are some of the names that Trump bought:
$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.
@Futurenvesting Quantum IS coming. Even Nvidia is investing heavily. The question is should we take a chance with these small companies or ride along with the big guys?
When are we gonna wake up and focus on $QBTS????
Massive momentum none of which is from retail. Institutions are making large bets on quantum don' get left behind.
Over the last two weeks I have been trimming investments and working on my liquidity to get ready to buy a home.
Essentially I need to liquidate all my positions to make it happen. With dry powder on the sidelines and corrections like today it's tempting to jump back in 🥶
#Business leaders are fed up with legacy classical computing solutions’ ability to keep pace with complex #optimization problems. Today, D-Wave published a study with Wakefield Research in which respondents said that they believed their company would go “above and beyond” for even a 5% improvement in optimization. And they see potentially big impact when it comes to incorporating #quantum. More than a quarter of those surveyed predicted a whopping ROI of $5M in the first 12 months after implementing quantum optimization. What are you waiting for? $QBTS
https://t.co/71yY6FuBYX
Leading and emerging themes list:
Quantum Computing:
$IONQ
$QBTS
$RGTI
$QUBT
Aerospace:
$RKLB
$ACHR
$ASTS
Cybersecurity:
$CRWD
$ZS
$PANW
$NET
Autonomy:
$GOOGL
$UBER
$TSLA
Nuclear:
$OKLO
$GEV
$CEG
$SMR
$NNE
Robotics:
$SERV
$PDYN
$RR
Crypto:
$HOOD
$COIN
$CEP
Some of the strongest stocks in the sectors with the most momentum
@Alan_Baratz D-Wave is on the move... AGAIN.
Up 100% YTD D-wave continues to prove the quantum elites wrong.
Quantum is not 15-30 years off it's available TODAY. Even Jensen walked back his estimates after learning about the likes of these guys.
Alan is an absolute savage. Bet on him.
$HOOD
ROBINHOOD NUMBER 1 IN THE IOS APP STORE FOR FINANCE
NUMBER 15 ACROSS THE ENTIRE APP STORE
We have seen a record number of options traded with 100M options traded in a single day last week, well above the 58M options traded daily on average this year.
The tariff volatility, although not the best for equity prices, likely has brought a ton of interest to the concept of investing — which is good for Robinhood.
Retail investors are pouring into the market - $2.5B in last week, with billions more on the way. Volatility = volume, the bread and butter for PFOF brokers like Schwab & Robinhood. Can they be big winners in 2025? My first investment thread👇🏻
Robinhood averages 4.3M daily trades vs Schwab’s 5.8M. Trading revenue makes up 56% of Robinhood's total, compared to Schwab’s 45% (including asset management fees). If Robinhood can capitalize on the retail surge and boost sticky users via Robinhood Gold, it’s set to profit big