Notes
WEBULL $BULL JOINS ROBINHOOD $HOOD AND PARTNERS WITH LEADING PREDICTION MARKET @KALSHI TO OFFER EVENT CONTRACTS
“自 2 月 19 日以来,美国股市的市值已蒸发超过 13 万亿美元。” 多于1/3 的美国36万亿国债!
$HOOD - ROBINHOOD & @KALSHI LAUNCH PREDICTION MARKETS HUB
🔸 Robinhood Markets: Contracts Will Start Rolling Out Immediately, Will Be Available To All Eligible Customers In Coming Days
🔸 Robinhood Markets: Prediction Markets Hub-and Corresponding Contracts-will Initially Be Available Across U.s. Via Kalshiex Llc
Injective team is crushing it 🤝
HOOD is now tradable on helix.
Bubblemaps:高度确信LIBRA由MELANIA同一团队操控
此外 @bubblemaps 还发现了许多与 0xcEA 相关的代币发行,其中大多数都是明显的拉高出货骗局。
以下是其中一些: $TRUST $KACY $VIBES ——甚至包括 $HOOD
我们果然在炼狱场!现在怎么说?
巨大的草台班子。
所以事件很清楚了,KIP搞定了米莱去发币,然后KIp找了个欧洲野鸡基金Kelsier当做市商具体操作,这个野鸡基金找了印度scam发币集团,之前发过一系列meme币,但是手法很糙,用了同样一个dev地址发新的盘。
另外补充一些信息,从Kelsier的推特发现他们5天前新上任了一个CMO叫NDF,这个CMO和喊单王pow等人互道bro。POW在他的频道也第一时间推送了发币信息,大概pow这些海外cabal也参与其中了,不知道有没有链上地址能扒出来。



Robinhood Shatters Records in Q4!🔥
@RobinhoodApp just posted a massive Q4, with total revenue soaring to $1.01B (+37% QoQ). The biggest driver? Crypto trading fees surged nearly 500% to a record $358M!
The platform’s net income hit $916M, crushing analyst expectations. After-hours trading saw $HOOD jump 7% to $60, extending its 360% rally since early 2024!
Bullish on Robinhood's future? Let us know what you think!
Earnings Summary (Q4 & Guidance) 📊
Beats & Positive Outlook 🟢
✅ HubSpot ( $HUBS): EPS $2.32 (est. $2.19), revenue $703.2M (est. $673.3M). Q1 & FY revenue guidance slightly below estimates.
✅ MKS Instruments ( $MKSI): EPS $2.15 (est. $1.95), revenue $935M (est. $914.2M). Q1 guidance mixed.
✅ Pega Systems ( $PEGA): EPS $1.61 (est. $1.46), revenue $490.8M (est. $470.7M). FY guidance slightly below estimates.
✅ Q2 Holdings ( $QTWO): EBITDA $37.6M (est. $35.5M), revenue $183M (est. $179.9M). Guidance above estimates.
✅ Sony ( $SONY): Raises profit forecast 2% to 1.34T yen ($8.7B). Gaming unit profit +37%. Sold 9.5M PS5 units (vs. 8.2M YoY).
✅ Dutch Bros ( $BROS): EPS $0.07 (est. $0.02), revenue $342.8M (est. $317.8M). FY revenue & EBITDA guidance above estimates.
✅ MGM Resorts ( $MGM): EPS $0.45 (est. $0.30), revenue $4.3B (est. $4.27B). Strong demand in 2025, BetMGM expected to be profitable.
✅ Royal Caribbean ( $RCL): $1B buyback & 36% dividend increase.
✅ Service Corp. ( $SCI): EPS $1.06 (est. $1.05), revenue $1.093B (est. $1.08B). Invested $181M in funeral home/cemetery acquisitions. FY EPS guidance $3.70-$4.00 (est. $3.93).
✅ Pilgrim’s Pride ( $PPC): EPS $1.35 (est. $1.15), EBITDA $525.7M (est. $487.85M). Revenue below estimates at $4.372B (est. $4.589B).
✅ Molson Coors ( $TAP): EPS $1.30 (est. $1.13), revenue $2.74B (est. $2.7B). FY net sales expected to grow.
✅ AppLovin ( $APP): EPS $1.73 (est. $1.24), revenue $1.373B (est. $1.264B). Guides Q1 revenue $1.355-1.385B (est. $1.321B).
✅ Cisco ( $CSCO): EPS $0.94 (est. $0.91), revenue $14B (est. $13.87B). Increases dividend & buyback. Raises FY25 EPS & revenue outlook.
✅ Cognex ( $CGNX): EPS $0.20 (est. $0.16), revenue $230M (est. $220.7M). Q1 revenue guidance below estimates.
✅ Deere ( $DE): EPS $3.19 (est. $3.11); revenue $8.51B (-30% y/y, but beats est. $7.89B). FY25 sales decline expected in all divisions.
✅ Advanced Energy ( $AEIS): EPS $1.30 (est. $1.10); revenue $415.4M (est. $394.2M). Q1 guidance slightly above estimates.
✅ Williams Energy ( $WMB): EPS $0.47 (est. $0.45). Raises FY25 EBITDA guidance to $7.45B-$7.85B.
✅ Paycom Software ( $PAYC): EPS $2.32 (est. $1.97); revenue $493.8M (est. $408.8M). FY EBITDA & revenue guidance in-line.
✅ Reddit ( $RDDT): EPS $0.36 (est. $0.25); revenue $427.7M (+71% y/y, est. $405.5M). Q1 guidance above estimates.
✅ Robinhood ( $HOOD): EPS $1.01 (est. $0.52); revenue $1.01B (est. $951.8M). AUC up 88% y/y, user revenue up 102%.
✅ Curtiss-Wright ( $CW): EPS $3.27 (est. $3.09); revenue $824M (est. $789.6M). Strong FY25 guidance.
✅ Casella Waste ( $CWST): EPS $0.41 (est. $0.16); revenue $427.5M (est. $419.5M). FY25 revenue & EBITDA guidance above estimates.
✅ Hubbell ( $HUBB): Announces $500M share buyback.
Mixed Results 🟡
⚠️ Antero Resources ( $AR): EPS $0.26 (miss, est. $0.29); revenue $1.194B (beat, est. $1.17B). Raised production targets, lowered capital budget.
⚠️ GE HealthCare ( $GEHC): EPS $1.45 (est. $1.26); revenue $5.32B (in-line). Sees FY25 revenue up 2-3%, cautious on China tariffs.
⚠️ GXO Logistics ( $GXO): EPS $1.00 (est. $0.94); revenue $3.3B (est. $3.22B). FY25 EPS guidance below estimates.
⚠️ Manitowoc ( $MTW): EPS $0.10 (miss, est. $0.12); revenue $596M (miss, est. $600.1M). FY25 EPS guidance below consensus.
⚠️ Equinix ( $EQIX): AFFO/share $7.92 (est. $8.09), revenue $2.261B (est. $2.274B). FY guidance below estimates.
⚠️ Trade Desk ( $TTD): EPS $0.59 (est. $0.56), revenue $741M (est. $758.9M). Q1 guidance below estimates.
⚠️ Nestlé ( $NSRGY): Sales 91.35B francs (-1.8%), profit 10.88B francs (-2.9%). Growth driven by price hikes but warns of lower 2025 margins.
⚠️ Nissan ( $NSANY) & Honda (HMC): Terminated merger talks from December 2023.
⚠️ Rollins ( $ROL): EPS $0.23 (est. $0.23), revenue $832M (est. $817.5M). Operating income missed estimates ($151M vs. $160.4M).
⚠️ Wyndham Hotels ( $WH): EPS $1.04 (est. $0.99), revenue $341M (est. $344.47M). Guides FY RevPAR growth 2-3%. FY EPS $4.66-$4.78 (est. $4.78).
Misses & Weak Guidance 🔴
❌ 10X Genomics ( $TXG): EPS (-$0.40) (miss, est. -$0.11); revenue $165M (in-line). FY25 revenue guidance slightly below consensus.
❌ Albemarle ( $ALB): EPS (-$1.09) (miss, est. -$0.67); revenue $1.2B (miss, est. $1.34B). Plans cost cuts & production shifts.
❌ Tyler Technologies ( $TYL): EPS $1.49 (est. $1.61), revenue $541.1M (est. $540.5M). FY revenue guidance below estimates.
❌ Fastly ( Earnings Summary (Q4 & Guidance) 📊): EPS (-$0.03) (est. $0.00), revenue $140.58M (est. $138.63M). FY25 EPS & revenue guidance below estimates.
Color Code:
🟢 Beat ✅ | 🟡 Mixed ⚠️ | 🔴 Miss ❌
PREDICTION MARKET @KALSHI ADDS SECOND BROKER PARTNER WEBULL, IN ADDITION TO $HOOD
Robinhood $HOOD has earnings in after hours today.
You can use Unusual Whales to view the options activity around the move, as well positioning and expected moves.
For example $HOOD has a +/- 10.73% move, high predicted EPS, and leaning slightly bullish before earnings.
A big trader took off a ton of calls ten minutes ago, after the runup today.
Are you trading it?

