Financials Stocks

Trade Call on Robinhood with Technical Price Target

"I wouldn't be surprised to see Robin Hood head towards $33 to $35 per share in the next 1 to 3 months. Now, on the technical analysis front, you can see how the stock has consistently gone up and the moving average continues to follow. These indicators are exactly what I look at in my community Mondays and Wednesdays when I do my live coaching call. I like to keep it super simple, which is why I trade options based on these metrics. It’s an interesting time on a technical level for Robin Hood, and even though I already have a position at $138 per share, the chart tells me there is a clear setup for a short-term run."

Trade Call: Wait for Earnings Before Buying SOFI Due to Overvaluation

"So, if you're interested in buying SoFi stock before they announce earnings on Tuesday, October 28th, I would say it would be more prudent to wait until after the earnings results, digest the information, and then make your purchase after seeing what the company reports. I'm okay with missing out on the upside here because I think there's much more downside following these earnings results than upside."

PayPal: Potential Rebound with Call Options and Valuation Reset

"The first one very hated stock is PayPal. PayPal is down 65% over the last 5 years. The sentiment is so bad on PayPal that its now trading at 12 times earnings, compared to trading at 60 times a few years ago. Yet, if you look at the active accounts, they have been growing every single quarter, by about 2 million each time, and total payment volume has been increasing almost every quarter. The decline in revenue growth from 9% down to 1% was temporary due to unprofitable contracts with Brainree, which the CEO cancelled to focus on profitable growth. Now, trading at a 12% free cash flow yield (roughly 10% after stock-based compensation), its a high margin business that can buy back 10% of its shares annually. I believe the potential for a massive change in sentiment in 2026 is huge."

Rocket Lab USA: A Space Economy Powerhouse

"What"s wild about this company is it was a 5 billion market cap last year, just 12 months ago. Now it is a 25 billion market cap. It"s up over 500% in a year. A lot of people think that when a stock goes up 500% it can"t double, triple, quadruple from here. This one absolutely can. Rocket Lab USA is creating AI chips, deploying satellites, and driving cost down with 3D printed engines. They have a billion dollar backlog, 36% revenue growth year-over-year, and key partnerships with NASA, US Air Force Space Command, and DARPA."

Buy and Hold BMNR after 11% Drop

"the biggest stock movers on Monday, BMNR. This one was down like 11% though. So, it's not like you're, you know, you're totally up on this. For me, it's a buy and hold."

Liberty Global: Unlocking Value Through Corporate Restructuring

"Mike Freeze is 100% driven to unlocking all this value. Liberty Global trade is really cheap. He points to a recent spinoff and hints at further share buybacks and deconsolidation moves that could unlock latent value."

Positive Consumer Play in Capital One Financial (COF)

"Capital One Financial ticker COF up almost 4% in the post market. The earnings were pretty good. They beat on third quarter adjusted EPS and net revenue up 54% year-over-year. And this is an important company to watch because we get a little bit of a read on the consumer. They have a big consumer-facing arm even though they're a financial stock and also they had one of the biggest deals this year by acquiring Discover Financial. The CEO noted that the integration continues to go well."

Wells Fargo Shows Mixed Signals Amid Strong Profitability Metric Update

"Let's start with Wells Fargo. The ticker is WFC. This is the best performer in the S&P 500. The stock is up by 7%. Of course, this came after the bank raised its key profitability metric known as target for return on tangible common equity to a range between 17 to 18% from a previous level of 15. Of course, it came after the Federal Reserve removed an asset cap in June because we know that Wells Fargo was restricted from expanding the size of its asset size. So now it is a big development. However, on the earning side itself, we saw that net interest income came below expectations. EPS and revenue were in line."

Zions Bancorp Beats Earnings Amid Fraud Loss

"Zions today reported that its profit actually topped analyst estimates despite a $50 million loss from an alleged fraud to a commercial real estate investor group in Southern California. Their earnings were pretty solid. They reported $222 million worth of net income today. Uh just beating forecasts Monday rather. also charging off $56 million of bad loans for that alleged fraud. Last week, Zions had reported a credit loss of $50 million out of $60 million caused by that commercial real estate portfolio."

PNC Earnings and Deposit Mix Concerns Amid M&A Activity

"Yeah, let's take a look at PNC. That did not do so well today. So, ticker PNC, those shares down more nearly 4% at 3.9% at the close and they did get results today. Third quarter net interest margin missing estimates. That's because they did add more expensive commercial deposits. Though the good news is that loan loss provisions were less than expected and that is consistent with the line that we've heard from Wall Street bank saying the consumer is totally fine."

Bearish Developments at Jeff Financial Group

"So Jeff Financial Group, its ticker JF. Shares fell almost 8% today. This is the worst drop since April 10th. This is actually after a Bloomberg news report. So, Black Rockck requested to pull some money. It invested in Point Bonita Capital, which is a unit of Jeffre, Lucadia Asset Management, and it has large exposure to First Brands Group. So, this is a bankrupt auto parts supplier. It actually filed for bankruptcy on September 28th. And actually, theres a good note out just now from Bloomberg Intelligence about what this might mean for Jeff. So basically the loss exposure to first brands could be as much as 45 million which is 3 to 4% of 2026 pre-tax income. So thats from Neil Cypes of Bloomberg Intelligence. So seeing sort of a ripple effect there."

BETR Meme Stock Rally Highlighted by Eric Jackson's Long Position

"Eric Jackson tweeted that he's long on BETR. And he called the company the Shopify of mortgages."

LACK Dip as a Buying Opportunity in Rare Earths

"Lack got beat up on bad news when one of the grants for a battery contractor was pulled, and even though it is in the lithium space, the federal government backing remains strong. I see a high chance that either $7 will act as a balancing board or, in a more bearish scenario, previous support in the $5 region may hold. The sell the news reaction presents a potential dip-buying opportunity as lithium demand and government support remain intact."

Long-Term Hold on Interactive Brokers

"I bought it earlier this year. ... I think it's one that's going to stand the test of time and can be an easy, durable winner in your portfolio for if you have a decade to 20 year time horizon."

Buy IREN as a Dip Opportunity Backed by Analyst Endorsements

"I got in well before 818 ... I bought it around 17 dollars. ... Wall Street thinks itds worth 43 dollars. ... several analysts are saying itds a buy."

Pair Trade Opportunity: Long Robinhood (HOOD) & Short Schwab (SCHW)

"That could have been one of the greatest pure alpha pair trades I've ever seen. If you had put this trade on in '23, I want to be long Robin Hood, short Schwab. Holy cow, if this touches one, go the other way."

Buy S&P Global at Attractive Valuation Amid Sell-Off

"The first one is a company in my financial category. The stock price is now below $500 per share and, trading at a 27 forward PE with a free cash flow yield of around 3.6%, it is one of the lowest valuations the company has seen."

BBVA Gets a Boost from Failed M&A and New Buyback Announcement

"BBVA shares though an exception uh chairman Collus Torres's announcement that he'll stay on despite the failed bid for another bank. Yeah. So investors are happy that he's staying on but also happy that the bid has failed. Some analysts said that this is actually quite the relief that this removes the M&A uncertainty that was hanging over both banks and it really allows them to move on and focus on their standalone prospects. And then of course BBVA also announced a brand new buyback."

CME Cautions on Regulatory and Clearing Risks in U.S. Treasury Markets

"My concern was that futures expire into cash. So what's the difference between a future and the cash market once expiration happens on the future? Why wouldn't you treat them the same? ... My issue is the U.S. ... should have the laws of its foreign sovereign debt be by the laws of that nation. And we don't have that in this particular situation."

Porsche Shifts Away from Luxury EVs Amid Demand Concerns

"Porsche said that it would shelve plans for a future battery-powered luxury SUV, and it said they would kind of move more towards combustion engine and hybrid models to kind of changing its portfolio and moving away from those luxury cars, luxury electric cars... And it's been dealing, of course, with that low demand for electric vehicles."

HSBC Restructuring and Halt on Buybacks Concern Investors

"And then secondly HSBC planning to take their Hong Kong unit Hen Bank private. So they're going to buy out minority investors. They'll spend about 14 billion US on that. Um but as a result to kind of have enough cash for this to finance this, they're going to refrain from buybacks for the next three quarters. So shareholders not reacting positively to that. So shares fell both in London and in Hong Kong where they're where they're listed."

UBS Warns of Capital Requirement Impact and Potential HQ Move

"UBS has reiterated its critique of Switzerland's plan to increase its capital requirements. It said that would really hurt competitiveness and that it would put its future in doubt. One of the main shareholders, Seven Capital, actually said that the bank had no other choice but to either leave Switzerland or be acquired by a competitor if the reforms are implemented as they are."

Allstate (ALL) as a Strong Buy Based on Undervalued Valuation

"This is a strong buy in the quant. Wall Street thinks that it s a $229 stock and it s clearly undervalued with a price-to-earnings ratio far below the sector average."

American Express Exceeds Expectations With Record High

"American Express, ticker AXP, hitting a record high today in that stock price, up 7%. They raised the lower end of fullear guidance. So, revenue now expected to grow 9% to 10%. Um, earnings per share for the third quarter beat estimates. And the company said that the platinum uh premium credit cards business is doing well. It's been the quote strongest start we've ever seen with a refresh."

Speculative Rally in Better Home and Finance

"Better Home and Finance soared as much as 175% yesterday and is up 28% again today. Eric Jackson stated his hedge fund had bet on the stock, even going as far as to post that the stock could rise 350 times, mainly due to AI efforts scaling lending dramatically."

Bullish Commentary on Blackstone7s Private Credit Performance

"One of the biggest alternative managers had published their report. Blackstone, did you see the results? >> I did. Phenomenal. I'm a shareholder. So, Blackstone's private credit business alone was up 13 uh almost 13% over the last 12 months. So, doing well despite all the cockroach fears."

Cipher Mining Benefits from Google-Backed AI Deal

"Cipher mining up 12%. It's a Bitcoin miner that is also active in the data center space for AI. They signed an AI hosting pack with FluidStack, which is an AI infrastructure platform. And Google has agreed to backstop FluidStack's obligations in the deal and will also take a 5% stake in the company. So, you've got cipher mining in the green this morning. It was up as much as 22% after this announcement."

Cautious Bullish on Hond Nuclear Play

"Hond, our nuclear energy spack idea, has been doing amazing over the last few weeks. That said, be aware that there tends to be a large profit taken before and directly after spa mergers. Han shareholders will vote on October 20th, tomorrow, to approve the spa deal. If approved, the combined firm will list on the NASDAQ as IMSR and IMRW for its warrants. On a to be determined day, rash drills technology was selected for the DOE's nuclear pilot program and even got a safety green light from the US Nuclear Regulatory Commission, marking the first ever NRC approval of its kind."

Texas Stock Exchange and Impact on ICE Shareholders

"If you're a shareholder of ICE, I think you should feel even more comfortable owning those shares ... the backing of BlackRock, Schwab and Citadel gives phenomenal support to a new player in the ecosystem."

Lending Club Trade Call

"Tatiana, you're also looking at LC Lending Club. Lending Club. So the peerto-peer lender posted earnings that beat expectations and its guidance for origination was ahead of estimates. Those shares are up 15%. ticker is LC and the solid results earned the company an upgrade from JP Morgan to overweight. So the stock now has nine buys and two lonely holds and no sells. Uh and you know importantly their originations rose 37% yeartoyear. So investors like that but it almost makes you wonder you know what stands behind this sort of rush into into loans and borrowing. But at the same time importantly they provided more disclosure on their provision for credit losses which fell year-over-year and we're below estimate."

Strong Buy Call on MARA

"Lastly, lets talk about one stock that I believe is a great buy right now, and that is MARA, lovely MARA stock, ticker symbol MARA. This is a stock whose revenue is up 64% year-over-year, net income up 504% year-over-year, and diluted EPS up 355% year-over-year, yet the stock is up less than 10% year-over-year. MARA is a Bitcoin miner that is aggressively starting to stretch its wings into the AI data center space. Theyve got cheap power, global expansion, and early AI infrastructure positioning that could lead to a significant rerating. I think if MARA continues growing its AI data center business while keeping its Bitcoin mining, the valuation could be rerated multiple times higher."

Exploring Exchange Market Opportunity with MIAX

"The company that's been really piquing my interest lately is Miami International Holdings, ticker MIAX. ... I find this company fascinating because exchange market companies ... have been great businesses over the long term."

Trade Call: Dollar Cost Averaging on Na'vi at the $12-$13 Range

"But Na'vi is a very strong company that solves problems worldwide and it is the future of chipset servers and electronics with their SIC and GN architecture and it is pretty much proprietary and a niche market for them and it's very important to understand what they solve or the problems they solve and with the stock coming back down and pulling back into the 13 and $12 range now is a buying opportunity. So let me show you exactly how we're going to do that. I'm looking to add somewhere between 10 and 13. This $3 range is where we're going to be dollar cost averaging. I think the stock's going to settle in here and then maybe pull back a little bit more."

Nelnet as a Long-Term Hold for Capital Allocation Excellence

"I just really like management's capital allocation skills and the way that they treat shareholders ... They have grown book value per share at around 16% annually over almost 20 years."

Trade Call: Upgrade to Buy UPST with Significant Upside

"So if the company's on track and all else remains equal, the share price could rise all the way to $84 by the end of next year. That would be a nice increase from the current stock price of $52 per share. That would be an almost 60% increase in a little over one year. But what I see as a more likely scenario actually is the forward PE multiple increasing. And if we're to increase to 30, the stock price could rise to $97 a share, a much better increase closer to 80%. If the forward PE ratio were to increase to 35, a scenario I don't see as the most likely. The share price could rise to $113 per share. And that's one of the reasons why I recently upgraded Upstart Stock to a buy."

Visa Undervalued for Long-Term Hold

"So, I mentioned Visa as one of the stocks you can buy now and hold forever. What you're looking at is my proprietary discounted cash flow valuation model for Visa, which calculates a fair value for the stock. And I calculate this business to be worth $467 per share. And you can buy Visa stock for $346. So, the stock is undervalued. But I will say that valuation is not as important to me when I'm looking at a stock for very long-term investment. One of the main criteria I look at for investments that I want to hold forever is that the business will be around 20 30 40 50 years from now and I feel relatively confident with Visa that they will be around 30 40 50 years from now."

Automated Multi-Leg Trade Calls Using Custom Tool

"All right. So, it's telling me Cororeweave is a short microchip and Coreweave are shorts. So, I'm going to go put that trade in. Microchip. And I got a little ledger here. I'm going to use Got to go look up where I got out of actually. sell microchip do a small amount just a 100 shares 584 all right I could copy and paste this instead corweed as well so I'll do that core weed is a bigger stock price I think so I'm going to do less share amount half as much shares so 50 12977 um long that's uh healthcare company Molina so that's even bigger stock pricey uh 203945. Uh what is this one? 40. And then Futu wants me to go long this thing. Some kind of, okay, it's online brokerage. You guys heard of Futu FU TU? I guess I'll buy some."

Gemini Space Trading Below IPO Levels Post-Debut

"Gemini Space, which went public last week at $28 a share, opened at $37, but closed below the IPO price at $24 and change."

JP Morgan Earnings Under Examination

"Yes, the market is still digesting these JP Morgan earnings. The share price has been all over the place, up as much as 1.3% and down as much as 1.1%, with shares down about 0.7%. They bolstered their full-year net interest income guidance and delivered strong trading revenue beats in both equities and fixed income, with trading revenue coming in at 3.3 billion and fixed income at 5.6 billion. Despite the broad beats, investors remain cautious as they process these results."

Debt Concerns and Capital Allocation at Goosehead Insurance (GSHD)

"They took out, I think, it is the beginning of the year $300 million in debt. Part of it was to refinance an existing roughly $100 million in debt. But the bulk of it was largely used to fund a one-time special dividend. Now, part of that went to common shareholders, but there0s also a weird corporate structure, and there0s some owners of an LLC that has a stake in the business, which is largely the founding family. You don0 love that you0re taking out debt just to kick money back out to shareholders. But even with that $300 million in debt, it0s very serviceable by the strength of the business and the cash flows."

Historical Short Copper Trade by Tiger Fund

"So Robertson observed that copper prices were continuing to climb, even though demand was not increasing and actually might have started to decrease. Then the hammer dropped when a major copper trader dumped his position, driving prices down to about $0.87 per pound by late 1996."