Not gna write a huge reply but:
- Helios data center , 1 b in annual revenue alone from Crwv, Crwv says demand is higher than ever = even more, 15 year contract, pretty much one of the biggest hpc centers ever built and they’ll scale out. This will be there biggest grower in the future.
- tokenized assets, set to be a trillion dollar industry, glxy is the only company that successfully tokenized their stock (sec compliant) not perpetuals like hood. Definitely will be the leader in tokenized stocks
- crypto otc , they handle large scale buys and sells, institutional transactions, and sell to all the treasury companies
- holds btc and ETH so directly benefits from them going up
Once market starts pricing in the hpc and crwv revenue some time mid 2026, this will take off
That's crazy. I just read about them. Just had their first profitable gaap quarter? That's insane. Feels like fraud or staggering incompetence. Maybe a bit of greed mixed in.
The market watch article about unfavorable NFL outcomes is hilarious. There should be no such thing when you're making book. If there is, the company is gambling instead of setting odds correctly and laying off excess risk to other books.
What a joke of a company. I feel like hood is doing it in a super efficient and profitable way. No or minimal marketing, no rake back, a nice bid ask spread, and a monstrous $0.02 per contract fee. As long as they're not gambling too and hedging where needed it should be a printing press.
Oh my, I dunno who is buying OKLO at like 145 on Robin Hood but Jesus.
Like sure I guess it could keep running but I’d wait until premarket to make sure