Artemis spends $2m + a year on data SO YOU DON'T INVEST USING HALLUCINATED DATA. And we make all our data available in Artemis Analyst: Don't invest using vibe coded charts or models. Use Artemis Analyst for all your models and charts for $HOOD $COIN $CRCL $FIGR etc.

LETS MAKE FUNDAMENTALS GREAT AGAIN. It was a huge honor to work with @PanteraCapital and S&P Dow Jones to build THE Fundamental Index for Crypto. The next $10T will flow towards crypto assets with real fundamentals. Find those assets in the S&P Pantera Digital Assets Index powered by Artemis.

Introducing: Artemis Analyst I learned from the best investors at @whalerock and @insightpartners. Today we productize all the learnings I had as an analyst to help make AI investing accessible to ALL. We connected Fable 5 with 12+ proprietary data sources: 3,000+ equities, consensus estimates, crypto fundamentals, ETF flows, tokenization, prediction markets, and stablecoins. A top investor told us “after using Artemis Analyst 3x, I’m hooked” Questions you can answer and create charts for: > What is EV / NTM revenue for high growth SaaS ✅ > What is Anthropic vs OpenAI ARR? ✅ > What is the prediction market share of $HOOD Rothera during the World Cup ✅ > Build me a $HYPE model ✅ It’s still in beta and free in July. It’s what I wanted when I was an analyst at Whale Rock / Insight, packed with skills and data so I can focus on the fun part of investing: creating thesis and making calls. Use the Artemis Analyst today :)

Alpha with Artemis is back tomorrow .. in live a podcast. What do you want to hear from me and @ElBarto_Crypto? We'll share our investing story coming from Ribbit and Whale Rock / Insight. Andrew and I want to share what we're learning about how to use AI to AUGMENT our investing workflow to find the best stocks and tokens. See you there 😘

Yeah but then Street estimates FCF going up after 2026 Big CAPEX Year spend. If you look at 2027, 2028, 2029E, FCF is expected to be $368B. You invest to grow FCF. It's not like MAG7 doesn't trade on FCF forever.

$HOOD Rothera hits ATH in Volume at $62m / day Depending on take rate ($0.01 per contract to $HOOD and $0.01 to the exchange previously to Kalshi now split between Robinhood, Rothera Exchange, SIG) World Cup Rothera volumes could be adding an incremental ~$450M-$900m ARR alone (!) Keep in mind Robinhood did $400M of prediction market ARR in 2025. Wild.

Cerebras $CBRS is down 18% today: > Now $40B company and trading at IPO price > OpenAI announces their own competitive chip Jalapeño with Broadcom > 15% Unlock TOMORROW so Pre-IPO investors and directors might sell > Gross Margin Guide was lower so 37-40% (actual Q1'26 was 47%) > Guide FY2026 $860M growing 69% YoY which may be below buyside expectations. But...business is also on a tear doing $602M LTM revenue growing 94% YoY. Founder led by @andrewdfeldman and just signed an OpenAI deal worth $20B (half of market cap). I don't get public markets 🤷

Congrats to @SoFi on the SofiUSD listing with @Bullish SoFiUSD is now $152m marketcap across Solana / Ethereum. Expect it to grow with Bullish's $30B+ / month trading volume Huge for @anthonynoto and team

SpaceX is undervalued at $2T or ~$156/share Based on Morgan Stanley estimates, $SPCX trades at: > 2025: 110x P/S on $18.7B revenue > 2028: 13x P/S on $160B revenue > 2030: 6.4x P/S on $330B revenue > 2040: 0.62 P/S on $3.4T revenue. Long @elonmusk.

Robinhood World Cup volumes grew from 0 to 2.5% of Prediction Market Volume Marketshare Rothera Prediction Market Volumes went from $0m to $47.4m in daily volume in < 30 days. Robinhood routes still majority of PM volume to @Kalshi (est. 20-30% of Kalshi volume) but Rothera is starting to take more and more share with sports betting markets. $HOOD