$PYPL The interview with PayPal's CEO Alex Chriss is now live! We discussed Investor Day, $PYUSD, Ads, and more! Here's a taste. Full interview link below!

$TSLA Elon Musk and Tesla are just car assemblers? Utterly ridiculous. Unless things changed immensely from 2024, the Model Y is the most American-made car. Hate on Tesla all you want, but those are the facts.

The $SPX was definitely chaotic today. As it was a very busy day, I looked at the market once this morning when everything was very green. The index is now 6% off from the peak today. Wild.

$HOOD Big find by Jevgenijs! Robinhood received an EU brokerage license. The business will look a little bit different just like in the UK simply because payment for order flow is banned and in the process of being phased out for those already engaged in the practice.

$HOOD A hint at 24/7 trading by Robinhood.

$PYPL He's right on PayPal. It's tough to see any long-term downside. At the present valuation, basically nothing good is priced it. Advertisements? Not priced in. Fastlane / Guest Checkout? Not priced in. Personalization? Not priced in. $PYUSD? Not priced in. Improving

$HOOD Robinhood is always one step ahead. Seems like they're making plans to launch an exchange on the moon and also on Venus before they get colonized. After eventual launch on Venus, they might enter Canada. 😉

Meme coin USA 10 year Treasury yields is up big, briefly spiking over 4.5%. 😅

Not surprised.

Next round of retaliations might include delisting Chinese stocks (like $BABA, $JD, $PDD) per Bessent. While I don't invest in China, this is atrocious. These retaliations are going to hurt regular people the most.

$HOOD Robinhood partners with Kalshi for their sports-related events contracts. A win (albeit temporary - hence preliminary injunction) has positive implications for Robinhood's offer.

90 day tariff pause is reversing much of the pain we've seen in the markets, but keep in mind it's a pause. For the markets to consistently move higher, we do need some certainty longer than 90 days out, but this is very welcome. Someone to remind me what this color is!

The best thing about this rally? Retail were buyers. Funds were sellers. I love when retail wins.

The "AWS of Fintech" is dead. No, it not $SOFI. It's Solid, now filing for bankruptcy, which made the exact claim as SoFi, but lied about its revenue, growth, and capabilities.

CPI came in cold, and it's not just due to fluctuating energy prices. Core CPI came in .2 cooler than expected.

$PYPL As a user of PayPal, cool. As an investor, also cool. $10m is a lot for many companies, but not for PayPal.

$HOOD I thought this was interesting: Robinhood+ Kalshi had more volume during March madness for their sports events contracts than those typically associated with the product.

$SOFI This is a great read by Chris Hoeger on the tech platform. Chris is the best kind of bull: reasonable, data-driven, and not a blind bull. There's a lot that's going right at SoFi, but the tech platform isn't one of those things. Chris says, "However, when something

This is why I didn't roll out any covered calls yesterday. I didn't expect this much retracement but substantial retracement was expected. A 90 day pause is really helpful, but the market does need more certainty and stability to really get its legs. I think there's a decent

It's not too often when $HOOD is #1 in free finance apps. $PYPL also with a nice showing. Last year, it seemed like $XYZ's Cash App was always #1.