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Artemis
6,249 posts
Artemis
@artemis
Investment research platform for the BEST. Crypto + Equities + Stablecoins. Trusted by Visa, McKinsey, VanEck, Sequoia & Ribbit.
- Prediction Market contracts for $HOOD are scaling quickly, driven by the World Cup (97% of 101m contracts traded)Rothera ($HOOD + SIG) JV prediction markets volumes scaling quicky. >100m contracts traded in 3 of the 4 last days. $ volumes small ~$35m (peak of $55m on 17th) but accelerating in this staged roll-out > Of 100.9m contracts traded yday, 97% world cup, and w/in those 65%
- Artemis reposted
Best $HOOD model Available for all. Our price target is $233 in 2029 That’s 23% IRR from here and 108% upside. Get the model 👇 kudos @zhengjielimm !! - Artemis reposted
Our HOOD base case = $134 price target by 2029. We assume in 2029: • $801B assets on platform • 36.6M funded accounts • 13.5M Gold subs • $158B net deposits • $1.3B prediction markets revenue • 64% EBITDA margins • $4.60 EPS At 27x earnings, that implies a ~24% upside - Five of seven factors were negative as BTC fell 6.5% and ETH fell 15.4%, reflecting broad crypto market weakness. Only Fundamental 1 (+8.7%) and Growth (+3.9%) held positive ground. Our latest Crypto Factor Update: artemis.ai/artemis/articl…
- Artemis reposted
.@stevenfiorillo highlights some really important key dates for catalysts and risks for $SPCX in his new article on Artemis It's helpful to see that my hunch that there isn't really any notable fundamentals to back the valuation is confirmed (tenuous Google data center contract
I just wrote an article about $SPCX on @artemis about how SpaceX is reordering Space, Defense, and AI. Link below: artemis.ai/stevenfiorillo…
