I sat down with the CEO and CoFounder of Robinhood, Vlad Tenev, to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast, we discussed the early days of Robinhood and how the company grew, the economics behind Robinhood Gold's new 1% unlimited match

$DUOL DeepDive: https://t.co/Lu2vhfDDOd

Link Codex, Prompt, Deploy. just 3minutes and no costs

$BMNR DeepDive: https://t.co/hCW30b4rt1

The first 2 deepdives are officially out! Deeply appreciate everyone who has subscribed, I am new to Substack but already am loving the level of intellectual curiosity that so many have on the platform. I don't love to write as much as I love to speak, it took the past month to

STOCKS END UP RECOVERING AND CLOSE GREEN FOR THE WEEK. To summarize what happened over the past 5 days... - Gold hits a record high - Trump takes away the China tariff threat (kind of) but then says the US will stop buying their cooking oil - China responds with more

i think the S&P has gone from green to red almost 50 times within the span of 2 hours making a new intra-day high then intra-day low almost every 25 minutes have not seen a day this choppy in a while but i will take this over whatever the f*** we saw at 2AM 😂

TRUMP JUST SAID HIS 100% TARIFFS ON CHINA WON’T STAND IT’S OKAY TO LOOK AT THE PORTFOLIO AGAIN almost a complete reversal 😭

if you are awake, don’t look at your portfolio

$PLTR PALANTIR CEO ALEX KARP WITH PRESIDENT TRUMP 🇺🇸

yesterday’s post: https://t.co/RkK21FNL8o

really appreciate everyone who subscribed to the substack 🙏 the first 2 deep dives will be launching tomorrow! i published a short 5-min read yesterday on my process for analyzing companies this process will evolve over time but it’s a overview to how I think about making an

TRUMP: - Groceries are down, energy is down, electricity is way down - I think we have a deal for beef, beef prices should come down if we get beef to come down can China buy our beef if they won't buy our soybeans 😂

$KRE This might be the culprit of today’s pain folks… Credit issues in the regional banks, not the big banks, causing some concerns and that might be the reason it’s bleeding into everything else. Now, the big banks including $JPM and $C quite literally said on their calls

stocks keep trying but keep getting rejected don't see the reason for this 1% drawdown other than china tensions still creating uncertainty and general October volatility we have gone into extreme fear though...

rare earths getting crushed bitcoin miners turned data centers getting crushed quantum getting crushed random energy companies trading at 200 times sales getting crushed feels like most of these names are just exhausted now, is this a structural shift where momentum dies

5X LEVERAGED ETFS HAVE BEEN FILED FOR THE FOLLOWING TICKERS: $AMD $AMZN $COIN $CRCL $GOOGL $MSTR $NVDA $PLTR $TSLA $BTC $ETH $SOL $XRP This means if AMD were to go down 10% in a day, the leveraged ETF would go down 50%. For context — people really like these products. During

CHINA RESPONDS TO THE US TODAY: - The US approach to this situation is vastly distorting reality. - The US is holding China to standards that they wouldn’t hold themselves to. - Decoupling from the US is not a realistic or rational option. The good thing about these comments

so... wanna hear a crazy stat? last Friday was the first 3% drawdown in 5 months what did stock market participants do? From BofA Research: Over the last 15 years, last week was... - the 5th largest week for single-stock inflows - the largest weekly inflow for stocks

TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - 5 OR 6 WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with

i guess someone mentioned soybeans again

https://t.co/4RRwnKp0nB