Derek Jensen

[Derek Jensen @DerekEJensen]

@ThomBrady5 B list is being charitable

[Derek Jensen @DerekEJensen]

@WebullGlobal answer your support phone lines or respond to support emails. Trying to subscribe to rights offering in my account and I’m getting no help.

[Derek Jensen @DerekEJensen]

@PowersStonks I'd pay a lot more to stay at my private high end gym in LA for the same reasons, but I'm not telling them that!

[Derek Jensen @DerekEJensen]

@Sofia50020Sofia 1984

[Derek Jensen @DerekEJensen]

@CoffeeBlackMD @AntiDoc Anavar for women?

[Derek Jensen @DerekEJensen]

@paulb3rd Why can I still see your Instagram content? Do they apply different standards across platforms or is it all just arbitrary?

[Derek Jensen @DerekEJensen]

@Pat_Stedman @realDonaldTrump @HarmeetKDhillon @AGToddBlanche There was once a time when I’d see a story like this and think “wait there must be a lot more to this story than appears at first”

Not anymore. The left really did become that vindictive and psychotic. The mask is off

[Derek Jensen @DerekEJensen]

@advisor86 @BowTiedYukon What’s the total weight there relative to what you’d normally do with a DB shoulder press ?

[Derek Jensen @DerekEJensen]

@RespectableCon @WilliamAronste3 Why does Santa Clara County stand out?

[Derek Jensen @DerekEJensen]

@paulb3rd I think part of it is also they are simply too fat. They may have muscle but the complete lack of definition gives a very underwhelming physique.

Closely related to bad diet of course

[Derek Jensen @DerekEJensen]

@SomethingOnSnow Humans have on average one testicle

[Derek Jensen @DerekEJensen]

@tannerguzy The only way out is through.

[Derek Jensen @DerekEJensen]

@MHifihifi And without any storm or obvious reason causing it

[Derek Jensen @DerekEJensen]

@dirtcheapbanks How do you win when you can’t buy more than a few hundred dollars with a day without moving the price on a giant bid-ask spread?

Is the assumed exit an acquisition? What else could it be when there’s no liquidity to soak up any meaningful stake sale

[Dean Turner @DeanTTraining]

Death, taxes, and dudes that do Push-Ups like the guy in Video 1 bragging about how many they can do

Meanwhile, if forced to do Push-Ups like Video 2…their rep count would drop by ~80%

[Stocktology @Stocktology_]

$BULL Anthony: "Thank you for pointing that out. Our user base compared to our competitors stayed engaged and actually showed growth in volume while our competitors actually slipped in Q1"

cough cough $HOOD

Something I have been hinting at for a while! This user base is so mercurial which is amazing for a volatile market. When macro is poor $HOOD users disengage and slow down, $BULL users actually step up more.

10% of their order flow is from non-retail. I love this company man, they just continue to execute in the shadows. Asymmtery only gets better with each earnings.

[Investify Daily @InvestifyDaily]

$BULL Q1 2026 Breakdown

A good beat for a bloody Quarter, $BULL set to be the leading AI Fintech Platform

Everybody keeps calling Webull “just another brokerage app.”

After this earnings call, I don’t think that narrative survives much longer. While Q1 2026 was one of the bloodiest and most volatile market environments in years, $BULL still delivered:

-36% YoY revenue growth
90% YoY growth in customer assets
104% YoY increase in equity trading volume
Record 98.4% retention
$2.1B in net deposits

But the real story wasn’t just the numbers.

It was the vision.

If you listened to Jensen Huang on $NVDA’s earnings call, he repeatedly emphasized we are entering the era of “Agentic AI” — autonomous systems capable of making decisions, analyzing data, and eventually acting on behalf of users.

Now go read what $BULL CEO Anthony Denier said during Webull’s earnings call.

This was not vague AI hype.

One of the most important quotes from the call:

“The interface of the future is not a smartphone screen. It is an API.”

That is not the mindset of a company simply improving a trading app.

That is the mindset of a company preparing for AI agents to directly interact with financial infrastructure.

Denier discussed:

Vega Analyst
AI Portfolio
Portfolio Blueprint
API-first architecture
agentic investing systems

This is EXACTLY the transition Jensen Huang was talking about.

The future interface of finance is no longer just the app itself.

It’s the AI agent operating THROUGH the platform.

And honestly?

$BULL looks ahead of most retail fintech competitors here, especially $HOOD.

While $HOOD remains centered around the traditional retail trading experience, Webull is already deploying:

institutional-style AI research
AI-generated analysis
autonomous portfolio tools
API-driven infrastructure

This isn’t:

“AI added to a brokerage.”

This is:

“building brokerage infrastructure FOR AI.”

And finance may become one of the biggest use cases for Agentic AI because markets are:

data-heavy
real-time
decision-driven
emotionally inefficient

Perfect for AI agents.

Now let’s address the bearish part:

operating expenses rose 64% YoY
profitability pressures remain
aggressive expansion spending continues

But this spending is not happening because the company is weak.

It’s happening because they are scaling:

AI infrastructure
self-clearing capabilities
global expansion
institutional services

That’s a major difference.

If revenue was flat while expenses exploded, that would be a problem.

Instead we are seeing:

-massive asset growth
-explosive trading growth
-expanding retention
-growing institutional flow
-international expansion
-AI product deployment

ALL at the same time.

That’s not an Achilles heel.

That’s a company aggressively building infrastructure before the next wave fully arrives.

Another overlooked detail:
Webull received its US self-clearing license.

That improves margins over time, reduces third-party dependency, and strengthens scalability.

Again:
they are laying rails, not just adding features.

And if PDT restrictions are eventually removed?

That could massively increase active trader growth, engagement, and trading volume across the platform.

This quarter may end up being remembered as the moment Webull stopped looking like:

“just another retail brokerage”

and started looking like:

“an AI-native fintech infrastructure company.”

Jensen Huang and $NVDA are telling the market Agentic AI is the next technological revolution. Anthony Denier just made it clear that Webull intends to be part of that future.

$BULL may not just be betting on fintech.

It may be betting on the future operating system of autonomous finance.

@Stocktology_ @PstTenebrasLux @msrebh1 @CantoRobinHood @Empiretime2024

[Derek Jensen @DerekEJensen]

Isn’t this mostly explained by

A. Illiquidity overhang. Can’t enter into any real position without moving the stock

And

B. Corporate governance overhang. Too tightly controlled by family and friends. Even at 4.9% you’d have very little influence and probably couldn’t get a board seat.

[Derek Jensen @DerekEJensen]

@HawkEmDownChris Fred Lynn