May. 11 at 2:44 PM
$BULL $SOFI $HOOD $POET $OPEN
Started a position on
$BULL
1. Webull is not priced for good news
2. Revenue grew 46% in 2025
3. Q4 revenue hit
$165M; if Q1 holds or beats that level, the market has to reprice the growth curve.
4. Webull flipped from a loss to profit — Wall Street hates cash-burn stories, but it rewards profitable pivots.
5. The
$100M buyback is management saying one thing clearly: “We think the market is wrong.”
6. The PDT rule change is the hidden grenade — smaller traders get unleashed, and Webull’s core audience gets more active.
7. More trading volume means more monetization
8. Webull has 26M+ global users — the market is valuing it like a niche broker
9. This is a sentiment reset setup: one clean earnings beat can move BULL from “SPAC trash” to “profitable fintech comeback.”
10. The killer thesis: Webull does not need perfection — it only needs proof that growth, profitability, buybacks, and trading volume are all moving in the same direction.
