Webull (BULL.US) Stock Forum, Discussions & Community Posts

Dolphin ResearchAug 20 at 11:30 AM

Webull: Finally Turned Bullish

$Webull(BULL.US) Q2 results are out; Dolphin Research offers a quick take.

1) Rare alpha. Historically, Webull's alpha has been limited, with performance closely tied to the US market. Only in the latest quarter did it generate some excess vs. the market.

See the charts below: the first shows avg. daily trades for stocks and options, which clearly jumped in Jun and Jul. June's tape was strong, and performance remained resilient through July's selloff. Options, which carry higher per-trade revenue, gained share faster than stocks (chart 2)...

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Hardik ShahAug 20 at 11:26 AM

$Webull(BULL.US) | Rosenblatt 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟭𝟱 from $𝟭𝟯 and 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗪𝗲𝗯𝘂𝗹𝗹

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Dolphin ResearchAug 19 at 10:45 PM

Webull (Trans): Vol. and price up after PDT removal; Q3 marketing unchanged

The PDT rule was removed on Jun 4, driving option contract volume up 34% QoQ. Quarterly revenue hit a record $198.8mn, and Adj. OPM rose to 31.5%.

However, marketing spend in 2H will remain roughly flat vs 1H and will not come in below Q2 levels. Management is placing the incremental upside on agentic trading and on the acquisition of Thailand's Pi Securities, expected to close by end-Aug.

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Hardik ShahJun 22 at 01:05 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NVIDIA(NVDA.US) NVIDIA Unveils Vera Rubin Platform for Next-Generation AI Supercomputers

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐍𝐕𝐈𝐃𝐈𝐀 unveiled the 𝐕𝐞𝐫𝐚 𝐑𝐮𝐛𝐢𝐧 platform for AI and scientific computing.

➤ Vera Rubin delivers 𝐨𝐯𝐞𝐫 𝟕 𝐞𝐱𝐚𝐟𝐥𝐨𝐩𝐬 of AI-for-science performance.

➤ The platform provides 𝟓 𝐩𝐞𝐭𝐚𝐟𝐥𝐨𝐩𝐬 of native 𝐅𝐏𝟔𝟒 computing performance.

➤ Systems support up to 𝟏𝟒𝟒 𝐑𝐮𝐛𝐢𝐧 𝐆𝐏𝐔𝐬 per rack.

➤ Vera Rubin accelerates climate modeling, CFD, quantum chemistry and energy exploration.

➤ Platform combines 𝐑𝐮𝐛𝐢𝐧 𝐆𝐏𝐔𝐬, 𝐕𝐞𝐫𝐚 𝐂𝐏𝐔𝐬, NVLink-C2C and BlueField-4 DPUs.

➤ Leibniz Supercomputing Centre's 𝐁𝐥𝐮𝐞 𝐋𝐢𝐨𝐧 system will use Vera Rubin and deliver about 𝟑𝟎𝐱 more compute power.

➤ DOE's 𝐃𝐨𝐮𝐝𝐧𝐚 supercomputer will use Vera Rubin for HPC, AI and data-intensive workloads.

➤ Los Alamos selected Vera Rubin for its 𝐌𝐢𝐬𝐬𝐢𝐨𝐧, 𝐕𝐢𝐬𝐢𝐨𝐧 and 𝐕𝐞𝐫𝐢𝐭𝐚𝐬 supercomputing systems.

➤ Bull, Dell, GIGABYTE, HPE and Supermicro announced Vera Rubin-based rack-scale systems.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Vera Rubin merges 𝐀𝐈, simulation and analytics into a unified computing platform.

➤ Higher performance could accelerate breakthroughs in science, energy and national security.

➤ Expands NVIDIA's leadership in the growing 𝐀𝐈 𝐚𝐧𝐝 𝐇𝐏𝐂 infrastructure market.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "Scientific discovery is now a race between the complexity of the world's greatest challenges and the computing systems built to solve them. NVIDIA Vera Rubin is a new instrument for science — a rack-scale supercomputer that brings simulation, AI and data processing together to help researchers and industries design and discover faster than ever." — 𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠, Founder and CEO of NVIDIA

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Hardik ShahMay 26 at 09:34 PM

Trump: 'critically important' that the CFTC’s authority over Prediction Markets is maintained - $Webull(BULL.US) $Robinhood(HOOD.US) $SPY

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Hardik ShahMay 22 at 11:47 AM

$Webull(BULL.US) | 𝐖𝐞𝐛𝐮𝐥𝐥: Compass Point maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟎

Analyst sees strong trading volume momentum and upcoming PDT rule changes driving user activity upside.

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What TrendSpider SayMay 21 at 08:57 PM

WeBull saw a steep drop off in net deposits during Q1, despite growing in registered users. $Webull(BULL.US)

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Hardik ShahMay 21 at 08:37 PM

🌙 After-Market Earnings Recap:

$Webull(BULL.US) $Copart(CPRT.US) $Take-Two Interactive Software(TTWO.US) $Ross Stores(ROST.US) $Workday(WDAY.US) $Deckers Outdoor(DECK.US) $Zoom Communications(ZM.US)

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CLuoMay 1 at 03:29 AM

Week 2 – Earnings Impact and Portfolio Discipline

Portfolio Overview：

In week two of my earnings season check-up, I reviewed my holdings as Q1 results continue to come out. My portfolio is still heavily concentrated in tech and semiconductors, with Comfort Systems making up over 53% and the Direxion Semiconductor Bull 3X ETF around 21%.

Earnings Focus：

This week I focused on Western Digital’s earnings. The company showed strong revenue growth and better margins, driven by demand in cloud infrastructure and nearline storage, which supports my long-term view. I’m also watching NVIDIA closely ahead of its upcoming report, especially around AI and data center trends.

Underperformers：

On the weaker side, ProShares Ultra Gold and Palantir Technologies saw some pressure, a reminder of how sector trends and market sentiment can shift during earnings season.

Performance Check：

Most positions are still in positive territory overall, but the high concentration in my portfolio remains something I’m paying attention to. Doing this weekly review helps me stay grounded, focusing on how earnings impact my holdings instead of reacting to short-term moves.

Looking Ahead：

Going forward, I’ll keep tracking earnings and macro trends while being mindful of the risks tied to heavy semiconductor exposure and leveraged products.

Takeaway：

Keeping up with these regular check-ins is helping me build better long-term discipline, especially in more volatile markets.

#My Portfolio Health Check

My Portfolio Health Check

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Hardik ShahApr 21 at 11:27 AM

$Webull(BULL.US) | 𝐖𝐞𝐛𝐮𝐥𝐥: Rosenblatt reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟐

Analyst sees PDT rule changes as a major catalyst, unlocking higher trading activity and margin profitability upside.

Source: Hardik Shah

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