MrMuannaka

ex-BAML sales & trading, girl dad 👧🏼 👧🏼 👧🏼

[Juan @JuanRodrig07]

$HOOD Another huge day for Rothera event contracts volume, with over $109 million traded.

World Cup continues to show increasing volume, and for the first time we're seeing PCE and Unemployment contracts being traded through Rothera.

These figures don't include all the sports that are being traded through Kalshi (such as tennis, basketball, and golf) so the actual daily event contracts volume traded on Robinhood is way higher than this 🚀

[Senator Cynthia Lummis @SenLummis]

The Clarity Act passed committee. The floor is next. We did not come this far to quit at the 5 yard line.

[Nick Timiraos @NickTimiraos]

Key moments from Kevin Warsh's swearing-in at the White House:

1. Trump tells Warsh to be "totally independent."

"Don't look at me. Don't look at anybody."

2. Two minutes later, he gives some suggestions by laying out what he's looking for: a booming economy needn't be cooled, and "economic growth doesn't mean inflation."

"We want it to boom. We want it to be like nobody has ever had before because we do have some debt we'd like to take care of."

3. Trump suggests the committee will fall in line. The Fed's other policymakers "make their own decisions, but they'll be listening to Kevin all the way" — even those "from a somewhat different persuasion."

4. Greenspan, not Bernanke. Warsh reached back to Greenspan, sworn in at the same spot in 1987, and vowed to lead "with energy and purpose, just the way Chairman Greenspan did." No mention of Ben Bernanke—the chair Warsh served under for all five years as a governor.

[MrMuannaka @MrMuankana]

@dieworkwear 😂😂😂

[Mitchell Martan | TLI @MitchMartan98]

$HOOD my thoughts:

Robinhood’s quarter wasn’t amazing, but I don’t think it was bad either it just felt like a transition quarter imo.

Revenue at $1.07B (+15% YoY) is ok, but when you look deeper, it’s pretty clear what’s going on. The business is being carried more by interest income now (+24% YoY to $359M), which I actually like because it’s a much more durable revenue stream.

At the same time, trading is clearly slowing, transaction revenue only up 7% and crypto down 47% YoY so you’re seeing that normalization after a stronger 2025. To me, that’s not surprising, but it does explain why the quarter didn’t feel strong overall.

What I do think is important is the asset growth. Net deposits were $17.7B and platform assets hit $307B (+39% YoY), which is probably the most bullish part of the entire report. Money is still coming onto the platform at scale, and that’s really the foundation for everything longer term.

We're also seeing deeper engagement with things like Gold subs (+36% YoY), which tells me users aren’t just trading they’re actually starting to use Robinhood more like a full financial platform and that coincides with what Vlad has been saying.

Where I think the quarter disappointed and the market doesn't like was profitability.

Net income only grew 3% YoY and margins came down pretty hard (net margin 32% vs 47% last quarter). Expenses were also up 18%, so they’re clearly spending ahead of growth right now.

I don’t necessarily think that’s a bad thing if they’re investing in the right areas, but it does mean near term numbers are going to look a bit weaker and probably limits upside in the stock short term which explains the sell off (I view it as an opportunity).

Overall, the long term story hasn’t really changed for me. If anything, it reinforces that Robinhood is moving away from being purely trading driven (which some love to point out) and more toward a platform built on assets, deposits, and recurring monetization.

I believe they can keep growing their asset base and layer in monetization over the longer term without killing margins.

As a result If they can do that, I think the stock works very well especially as we see crypto come back/stabilize throughout the years and more and more of the younger generation move to Robinhood + their accounts grow in size as they age.

[Snook @utdsnook]

Here's where your wrong mate.

The player in question isn't wearing a United shirt so its not a red card.

Hope that helps.

[MrMuannaka @MrMuankana]

@TJTheWheelDeal goodluck! god bless.

[MrMuannaka @MrMuankana]

@WealthCoachMak what $55 are you talking about...never touched there, although i wish it did.

[Robinhood @RobinhoodApp]

We’re rebuilding banking from the ground up.

Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. Annual Percentage Yield is accurate as of 4/20/26 and may change at any time before or after account opening. Annual Robinhood Gold subscription required ($50) for Banking. Terms apply. Robinhood Gold membership and direct deposit of at least $1,000 in your Robinhood Checking Account required to maintain Banking benefits after 60 day trial period.

[Chris Camillo @ChrisCamillo]

When it feels obvious in hindsight, you were early.

[amit @amitisinvesting]

NEW YORK POST:

- Iranians considering ending their enrichment program in exchange for sanctions relief

- Iranians couldn’t easily communicate with leadership during the weekend, part of the reason for no final deal

This headline is why markets flipped green 30 minutes ago.

If we get the Iranians ready to give up enrichment…Trump gives them sanctions relief…he paints the story as a massive victory…oil tanks and markets rip.

That is the most optimistic scenario but there is some work to get there!

[MrMuannaka @MrMuankana]

@TheTechInvest 100%

[MrMuannaka @MrMuankana]

@WheelieInvestor @ant_trading1 it doesnt need to go up 110% in 6m for him to make money.

[MrMuannaka @MrMuankana]

@DCinvestor Best place, best people ❤️

[Vlad Tenev @vladtenev]

Earlier in my career, a lot of energy went into proving that we could build something meaningful. Over time, the focus shifted. The question became less about whether we could create and more about what deserves to exist. That has pushed me toward a bigger view of access and ownership.

For a long time, many of the best financial tools, opportunities, and networks were concentrated in a relatively small world. I think a healthier future gives far more people a real stake in the system.

That belief has only gotten stronger as Robinhood has grown and as I have seen how much demand there is for a more inclusive model.

[Bob Loukas 🗽 @BobLoukas]

I don’t see any reason to believe the secular bull market is in any danger here.
A mild (2026) cyclical reset is the fuel.

[@jason @Jason]

heading into Q2 like...

[Gab @GabGrowth]

The more time I spend on X, the more I realise there are very few truly long-term investors here.

Much of this comes down to incentives.

On X, the prerogative is to always appear right, being in assets that are rising, and constantly rotating into whatever is “hot” next.

There is nothing inherently wrong with that. Many are honest about being swing traders, or simply prioritising capital preservation.

But that is very different from long-term investing.

Long-term investing is often uncomfortable. It means sitting through drawdowns, looking wrong for extended periods, and holding positions even when there is no immediate catalyst.

It requires deep conviction that cannot be borrowed, and perhaps more importantly, requires indifference to short term noise.

The problem is that this behaviour does not translate well on a platform that is optimised for attention and immediacy.

Patience looks like inactivity while conviction appears as stubbornness to outsiders.

Quite naturally, this results in most gravitating towards what is rewarded.

That is why there are so few long-term investors, precisely because the environment doesn’t favour them.

[Daniel @danielisdizzy]

You should only buy stocks if you’re ready to hold long term.

When you buy, be prepared to see -50% and stay calm. No one picks the bottom.

If you own great businesses and think in years, you make money. Macro noise doesn’t change that.

And buying after a drop is always better than overpaying.

Red days are opportunities.
Not a reason to panic sell.

[TJTheWheelDeal @TJTheWheelDeal]

Just remember when the market rips and you were afraid to add.

I got called a moron for buying $Sofi leaps today.

It’s hard to buy the dip. People will always talk their shit.

You will feel like an idiot for trying to catch a falling knife.

This game is not easy.

BTFD though. Your future self will thank you :)