market thinks TradFi wants to buy and hold crypto. they're wrong.the money is flowing into cross-chain custody solutions, yield infrastructure, and verification systems.they're not collecting assets. they're rebuilding the entire financial backend. ...

RT Whatifalthist (@whatifalthist)My ideas of historic objectivity seem pretty obvious ngl. The idea that each era of history makes mistakes and so you should cross reference different time periods against a universal truth to assess the shared traits or weaknesses. That modernity isn’t just unilaterally correct against previous societies. That historic societies weren’t lying about building their worlds off authentic religious experiences. This all makes total sense and seems obvious. Intuitive.So why did I ...

Core Viewpoint - Interactive Brokers is positioned as a strong growth stock due to its global presence, low-cost structure, high profit margins, and benefits from elevated interest rates [2][9][15] Group 1: Global Presence - Interactive Brokers operates an electronic brokerage platform catering to a diverse range of investors, including individuals and institutional clients, across 160 market centers in 36 countries [5][6] - Approximately 84% of the company's customers are located outside the U.S., indicating a strong international market presence [6] Group 2: Low-Cost Structure - The company has a highly automated platform that allows it to maintain one of the lowest-cost structures in the brokerage industry, benefiting tech-savvy investors [7][8] - The proprietary IB SmartRoutingSM system enhances execution speed and efficiency, leading to low transaction costs and margin rates [8] Group 3: Profit Margins - Interactive Brokers boasts best-in-class profit margins, with a pre-tax profit margin of 71% in 2024, increasing to 74% in the first quarter [9][10] - The operational efficiency derived from its low-cost structure enables the company to generate significant profits, allowing for reinvestment or shareholder returns [10] Group 4: Interest Rate Environment - The company benefits from elevated interest rates, earning revenue from margin lending and investments in government securities [11][12] - In the first quarter, Interactive Brokers generated $770 million in net interest income, a 3% increase from the previous year, surpassing its commission income of $514 million [13] Group 5: Financial Health - Interactive Brokers has a robust balance sheet with $150 billion in highly liquid assets and no long-term debt, showcasing its financial stability [14] - Since 2018, the company has experienced significant growth, with revenue increasing by 491% and net income by 943% [14]

SharpLink Gaming shares closed down 20% on Friday, a day after it said it was looking to boost the amount of a stock sale to purchase more Ethereum. https://t.co/JuyMiuobeg ...

According to ZachXBT, Indian exchange CoinDCX was likely exploited for $44.2 million about 17 hours ago, with no public disclosure yet. The attacker funded their address via Tornado Cash and bridged stolen funds from Solana to Ethereum. The incident was first flagged by Cyvers. https://t.co/hpq6nODHIc ...

Core Viewpoint - The article compares two media stocks associated with Donald Trump, Newsmax and Trump Media & Technology Group, evaluating their investment potential based on financial performance and market positioning. Newsmax Overview - Newsmax operates linear TV and digital streaming channels, generating revenue primarily from ads, cable licensing fees, and subscriptions, claiming to reach 40 million Americans [4] - The stock went public on March 31, 2024, with a debut price of $10, soaring to a record closing price of $233 the next day [2] - In 2023, Newsmax's revenue was flat at $135 million, with a net loss of $42 million, largely due to DirecTV dropping its channels temporarily [5] - Revenue rose 27% to $171 million in 2024, but net loss widened to $72 million due to legal settlements and infrastructure costs [6] - In Q1 2025, revenue increased 12% year over year to $45 million, and net loss narrowed to $17 million, attributed to easier year-over-year comparisons [7] - Newsmax has a market cap of $1.85 billion, trading at 11 times last year's sales, making it more reasonably valued compared to Trump Media [11] Trump Media Overview - Trump Media, co-founded by Trump, owns Truth Social and Truth+ streaming platform, but does not disclose key user metrics [8] - The stock went public via SPAC on March 26, 2024, starting at $70.90, a 42% gain from its premerger price [2] - In 2023, Trump Media generated $4.1 million in revenue with a net loss of $58.2 million, and in 2024, revenue declined to $3.6 million with a net loss of $401 million [9] - In Q1 2025, revenue was just $821,000 with a net loss of $31.7 million, but a new crypto ETF filing could potentially improve cash flows [10] - Trump Media has a market cap of $5.13 billion, trading at 1,475 times last year's sales, indicating a much higher valuation compared to Newsmax [11]

For investors, the first half of 2025 was a rollercoaster ride that ended happily. Market watchers think the rest of the year could look much the same.Want to know what to expect from the #stockmarket in the second half of 2025? Learn more here: https://t.co/pKLWhoVXQG https://t.co/0S6zBn9E8L ...

Core Viewpoint - A class action lawsuit has been filed against Fortrea Holdings Inc. for allegedly misleading investors regarding its financial performance and projections following its spin-off from Labcorp Holdings Inc. [1][3][5] Company Overview - Fortrea Holdings was spun off from Labcorp Holdings in June 2023 and operates as a standalone publicly traded company [3]. - The company entered into transition services agreements with Labcorp, which include various administrative and IT support services [3]. Financial Performance - On March 3, 2025, Fortrea announced that its revenue and adjusted EBITDA targets for 2025 were not meeting prior expectations, leading to a significant stock price drop of 25.05%, closing at $10.38 per share [4]. - The company indicated that its Pre-Spin projects were underperforming, with less revenue and profitability than anticipated for 2025 [4]. Allegations in the Lawsuit - The complaint alleges that Fortrea overestimated revenue contributions from Pre-Spin projects and overstated potential cost savings from exiting transition services agreements [5]. - It is claimed that the company's previously announced EBITDA targets for 2025 were inflated, misrepresenting the viability of its post-spin business model [5].

Core Insights - The article expresses a contrasting view of the author's investment portfolio, highlighting a diverse range of stocks [1] Group 1 - The analyst has a beneficial long position in shares of GOOG and AMZN, indicating confidence in these companies' future performance [2] - There is no current or planned investment in APPS, suggesting a cautious approach towards this stock [3] Group 2 - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, reflecting a commitment to informed investing [3]

Core Viewpoint - J.B. Hunt Transport Services' stock has reached a bottom earlier this year, indicating potential for significant gains over the next three to five years, although a bullish shift will take time [1] Financial Performance - The FQ2 2025 earnings exceeded expectations, with revenue reported at $2.93 billion, remaining flat year-over-year [6] - Operating income decreased by 4% to $197.3 million, with plans to cut costs by an additional $100 million annually [8] - The dividend remains safe at less than 30% of the earnings outlook, with expectations for annual increases [5] Business Segments - Strengths include a 6% increase in Intermodal loads, a 3% productivity improvement in Dedicated Capacity Solutions, and a 13% increase in JBT loads [6] - Weaknesses include a 10% decline in Final Mile Services, a 9% decrease in ICS volume, and a reduction in revenue per load in JBI and JBT segments [7] Capital Return and Share Buybacks - Risks to capital return are significant, with increased debt compared to the previous year due to insufficient income and free cash flow to cover CAPEX, dividends, and buybacks [4] - Share buybacks set a quarterly record in FQ2 2025, but liabilities are rising while equity fell nearly 10% year-to-date [9] Market Outlook - Analysts have a 12-month stock price forecast of $164.90, indicating a potential upside of 10.76% [6] - The stock is currently rated as a Moderate Buy, but there are concerns about price target reductions that could cap market movement [11][12]