🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-29 13:29:47时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 05:58:03·132.4 天前
KOL发文看空HOOD产品战略并看多IBKR国际业务增长
📄 原文Serenity↗ 原文
Product innovation from $HOOD would have been enabling international stock trading ASAP. Instead they doubled down on "…
不做 HOOD.US
KOL主观看空观点，无新硬数据催化剂，长期业务战略争议已被市场定价，纯情绪噪音
不做 IBKR.US
KOL基于定性经验的主观做多观点，无新硬数据支撑，国际业务增长属已知逻辑，缺乏短期催化剂
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 881 字
Product innovation from $HOOD would have been enabling international stock trading ASAP.
Instead they doubled down on "prediction markets" + "raffles" + new crapcoin listings where retail recklessly lose their money.
They also lost retail to $IBKR that now enabled Korean stock trading.
Especially due to international stock growth from Taiwah, Korea, Europe, Japan.
As a result, we saw new IBKR accounts grow to an all time high this quarter (just from qualitative experiences).
My opinion is $HOOD missed earnings since they lost track of what they should actually do to help out retail investors.
If they had retail investors all spending tons of TX fees from int. Equities trading, likely more margin usage, fees, cash on platform, wealth appreciation, and so on, which is the basis of the platform.
Maybe things would have gone better despite digital asset downturn.
Instead they doubled down on "prediction markets" + "raffles" + new crapcoin listings where retail recklessly lose their money.
They also lost retail to $IBKR that now enabled Korean stock trading.
Especially due to international stock growth from Taiwah, Korea, Europe, Japan.
As a result, we saw new IBKR accounts grow to an all time high this quarter (just from qualitative experiences).
My opinion is $HOOD missed earnings since they lost track of what they should actually do to help out retail investors.
If they had retail investors all spending tons of TX fees from int. Equities trading, likely more margin usage, fees, cash on platform, wealth appreciation, and so on, which is the basis of the platform.
Maybe things would have gone better despite digital asset downturn.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。