$HOOD missed on both lines tonight, with adjusted EPS of $0.51 vs $0.55 expected and revenue of $1.42B vs $1.43B. Revenue still grew 12%, but shares are down about 5% after hours. When the bar keeps rising, a near miss reads like a real one.

$V beat on revenue by about $10M on a $12B quarter, which is basically in line. EPS of $3.48 vs $3.44 and 74.2B processed transactions look solid, but the stock is slipping after hours anyway. At this size, matching the bar isn't the same as clearing it.

At this point the earnings call is basically a capex confession with some Azure numbers attached.

Forced selling always looks obvious in hindsight. In the moment it just feels like the floor keeps moving.

Hope dies last. Usually right around the guidance call.

SoFi holders have seen this movie before. Strong print, green premarket, then the stock does whatever it wants by the close.

Feels like that clean quarter has been "next quarter" for about three years now.

People holding 14 different altcoins call it a diversified portfolio. Every one of them drops the moment $BTC sneezes. That's one bet bought 14 times with extra fees.

Nobody buys a sports team for the operating income. There are only so many of them and billionaires keep wanting one.

Yeah, and one clean quarter would do more for the stock than another year of robotaxi demos.

Five of the Magnificent 7 are losing to the boring equal-weight S&P 500 this year. $TSLA is down 13%, Meta down 4%, Alphabet basically flat. Everyone paid up for the 7 stocks that "can't lose". The other 493 quietly did the work.

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Payback in six months on $470B of capex would be the best return on capital in corporate history. I'd love to see that spreadsheet.

Same. At some point the story needs a quarter that actually backs it up.

Most risk factors say competition could hurt margins. Anthropic's S-1 says the entire insurance industry might not be big enough to cover what could go wrong. Bold choice for a sales document.

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What to watch. SpaceX's record $85.7bn IPO is the bar it gets measured against. And the mood in AI infrastructure is shaky, with $CRWV and $NBIS both down over 30% in October.

In plain terms: price and size aren't set yet, and the company is still private. Goldman Sachs and Morgan Stanley are leading the deal.

Revenue for H1 2026 was $16.29bn, up from $1.16bn. Net loss for the same period was $80.7bn. Huge growth, and a huge bill to go with it.

Anthropic just filed its S-1 with the SEC. The plan is a Nasdaq listing under the ticker ANT. Here's what's actually in the filing so far 🧵