It’s OK for politicians to practice insider “trading”But it’s not OK for Trump’s family to create crypto businesses?unusual_whales (@unusual_whales):BREAKING: Cantor Fitzgerald, now run by Howard Lutnick’s sons, has been buying the rights to potential tariff refunds at roughly 20–30% of the refund value. For example, a company that paid $10 million in tariffs might sell refund rights for $2–$3 million.Supreme Court ...

RT DD Geopolitics (@DD_Geopolitics)🚨🇺🇸 LUTNICK SWINDLES AMERICA AGAIN!!The Supreme Court just ruled Trump's tariffs illegal. Guess who's about to make a fortune off it?Cantor Fitzgerald, the firm now run by Commerce Secretary Howard Lutnick's sons, has been buying up the rights to tariff refunds from U.S. importers at pennies on the dollar.Here's how the scheme works:→ U.S. companies paid billions in tariffs that are now ruled illegal→ Cantor approaches those companies and says: "I'll give you 25 cents now ...

Group 1 - Cantor Fitzgerald has significantly increased its stake in IREN Ltd, purchasing an additional 3,333,423 shares worth nearly $171.96 million, which raised its total holding by approximately $124.65 million [1][2] - IREN now constitutes about 1.99% of Cantor Fitzgerald's reportable assets under management, with the stock trading at $42.04, having lost 40% of its value since mid-October last year, but gained over 220% in the past year [2][3] - IREN is transitioning from Bitcoin mining to AI cloud services, reflecting a strategic shift towards AI infrastructure, with data centers located across the U.S. and Canada [2][3] Group 2 - The stock's growth is attributed to market confidence in IREN's transition to AI infrastructure, with increasing institutional capital flowing into the AI market due to high demand for GPU-powered cloud services [3] - Analysts highlight IREN's multi-year cloud contracts, expansion plans, and strategic partnerships as key factors for its long-term growth potential [3][4] - Despite the bullish sentiment from Cantor Fitzgerald, some analysts express concerns regarding IREN's reliance on large hyperscaler contracts, which may pose concentration risks [4]

Core Insights - Cantor Fitzgerald, L. P. acquired 3,333,423 additional shares of IREN, with an estimated transaction value of $171.96 million, reflecting a significant increase in their investment in the company [2][7] - The quarter-end value of IREN's position increased by $124.65 million, driven by both new purchases and price changes [2] - IREN shares were priced at $40.97 as of February 17, 2026, representing a 215.9% increase over the prior year, significantly outperforming the S&P 500 by 203.0 percentage points [8] Company Overview - IREN Limited is a data center operator and Bitcoin miner with a market capitalization of $13.59 billion, generating revenue through digital asset mining and data center operations [6][4] - The company operates vertically integrated data centers and owns computing hardware, primarily generating revenue from Bitcoin mining and data center services [9] Investment Implications - Cantor Fitzgerald's aggressive increase in its stake in IREN indicates a strategic shift in its neo cloud investments, having sold 86% of its holdings in CoreWeave [10] - IREN now represents 1.99% of Cantor Fitzgerald's 13F AUM, with top holdings including NVDA, MSTR, and ORCL [8] - The company has a key weakness due to its heavy dependence on a contract with Microsoft, which poses a risk if the contract were to fall through [11]

RT Red Panda Koala (@RedPandaKoala)🚨 Howard Lutnick laughs as Donald Trump recounts how he miraculously missed dying on 9/11"Normally he would have been in the building, but that one day his wife insisted he take his child to school.He lost 100% of the people, his whole company was there." https://t.co/omRUvqjoVO ...

Core Viewpoint - Etsy, Inc. (NYSE:ETSY) is experiencing price target reductions from various analysts, reflecting broader market conditions in the e-commerce sector, yet the outlook remains cautiously optimistic as the company is expected to return to growth [2][3][4]. Group 1: Analyst Ratings and Price Targets - BofA has lowered its price target on Etsy to $63 from $73 while maintaining a Neutral rating ahead of the earnings report scheduled for February 19, indicating a response to multiple compressions in the e-commerce space [2]. - Stifel analyst Mark Kelley reduced his price target on Etsy to $62 from $65, keeping a Hold rating, citing healthy fourth-quarter data for the e-commerce group but noting potential pricing pressure from Amazon in 2026 [3]. - Cantor Fitzgerald analyst Deepak Mathivanan lowered the price target to $55 from $64 while maintaining a Neutral rating, acknowledging macro concerns but suggesting an improving outlook for Global Internet stocks as AI enters a "Synergy" phase [4]. Group 2: Company Overview - Etsy, Inc. operates two-sided online marketplaces, including Etsy, Reverb, and Depop, connecting buyers and sellers globally across various consumer categories [5].

Core Viewpoint - Western Digital Corporation (NASDAQ:WDC) is experiencing significant upward revisions in price targets from major financial institutions, indicating strong growth potential and improved profitability forecasts. Group 1: Price Target Increases - Cantor Fitzgerald raised its price target on Western Digital from $325 to $420 while maintaining an Overweight rating after the company's Innovation Day event [1] - Goldman Sachs increased its price target from $220 to $250, keeping a Neutral rating, and confirmed that the HAMR product rollout is on track for the first half of 2027 [3] Group 2: Financial Projections - Cantor Fitzgerald noted that Western Digital's expected growth and profitability are significantly better than previously projected, forecasting earnings per share for calendar year 2028 to range between $19 and $32 [2] - Goldman Sachs raised its 2026-2028 non-GAAP earnings per share estimates for Western Digital by an average of 22% following the company's updated long-term guidance [4] Group 3: Product Developments - Western Digital announced that an additional customer has entered the qualification stage for its HAMR solutions, indicating progress in its product development pipeline [4]

Core Insights - The children of high-ranking officials in the Trump administration have generated billions of dollars through ventures in the cryptocurrency industry, particularly with World Liberty Financial, which has allocated at least $1.4 billion to the Trump and Witkoff families since Trump's re-election [3][5][6]. Group 1: Company Overview - World Liberty Financial has rapidly generated cash flow, surpassing the traditional real estate business that Trump has operated for decades [3]. - The company has raised billions from investors, capitalizing on the cryptocurrency market before its downturn, and has been less affected by the current market conditions compared to retail investors [4][5]. - The company has earned at least $1.2 billion in cash for the Trump family since its inception, excluding paper gains from cryptocurrency holdings valued at $2.25 billion [5]. Group 2: Key Transactions - A significant transaction involved a $500 million deal where World Liberty sold nearly half of its shares to a member of the Abu Dhabi royal family, marking a notable instance of foreign government officials holding substantial equity in a U.S. company [6][17]. - The initial payment from the Abu Dhabi deal included $187 million directed to a Trump family entity, while $31 million was allocated to a Witkoff family entity [17]. Group 3: Leadership and Strategy - Zach Witkoff, who leads World Liberty, has a background in managing substantial capital and real estate projects, and he has been instrumental in the company's strategic direction [10][24]. - The company plans to acquire a publicly listed company, Alt5 Sigma, to further its growth and integrate its stablecoin into payment products, with significant backing from major hedge funds [23][24]. Group 4: Market Position and Future Prospects - World Liberty Financial aims to democratize financial opportunities through decentralized finance products, positioning itself as a leader in the cryptocurrency space [15]. - The company has established a system that allows cash to flow directly back to its founders, bypassing other token holders, which could enhance its financial returns [21].

（来源：吴说） 据彭博社报道，金融科技公司 Figure Technology Solutions Inc. 已开始向投资者正式营销约 423 万股"区 块链原生股票"，该批股份由部分股东出售，预计于纽约时间 2 月 17 日收盘后定价，并将在 Figure 自 身的区块链替代交易系统交易，而非纳斯达克。文件显示，该类股份可按 1:1 转换为普通股，公司拟在 发行完成后回购至多 3000 万美元股份；本次发行由高盛、摩根士丹利与 Cantor Fitzgerald 参与。 ...

Core Viewpoint - Figure Technology Solutions reported strong preliminary financial results for Q4 2025, leading to a stock price increase of over 7% following the announcement of a secondary stock offering [1][5]. Financial Performance - The company anticipates Q4 revenue between $158 million and $162 million, with adjusted EBITDA expected to be between $80 million and $83 million, both exceeding Wall Street analysts' estimates [2]. - The consumer loan marketplace processed $2.7 billion in loans during Q4, reflecting a 131% increase year-over-year, indicating robust growth in loan activity [2]. Management Commentary - CEO Michael Tannenbaum highlighted the strong Q4 results as a sign of growing momentum for the company, noting triple-digit year-over-year growth in Consumer Loan Marketplace volume and increased adoption of Figure Connect [3]. - The CEO emphasized the focus on expanding the partner network, enhancing marketplace liquidity, and advancing blockchain-native infrastructure [3]. Secondary Stock Offering - Figure announced plans for a secondary public offering of up to 4,230,000 shares of its Series A Blockchain Common Stock, with existing shareholders selling shares to new investors [4]. - Major investment banks, including Goldman Sachs, Morgan Stanley, and Cantor Fitzgerald, will manage the stock sale [4]. Share Repurchase Plan - Following the offering, Figure intends to repurchase up to $30 million worth of shares from the underwriters using existing cash, which may support the share price by reducing market supply [5]. - The stock price rose to $36.53 after the announcement of the offering and repurchase plan [5].