# $HOOD — X 热门讨论 (2026-09-20 13:54 UTC)
## @WilliamPordobel (OneEyedWillie ₿🏴☠️) · 09-19 23:25 · ♥36 ↻10 💬1 Jobs not finished…
good-in-the-hood:native in the $HOOD won’t stop until @RobinhoodApp lists. 🫡 it’s a big goal, but a good-in-the-hood:native goal!!! https://t.co/C1MNh0svEi https://x.com/WilliamPordobel/status/2101452534909137315
## @deTEfabulaNar_ (dTfN) · 09-20 12:04 · ♥35 ↻4 💬5 🎥 PERP DEX'LERDEKİ TÜM FIRSATLAR! yeni video yayında!
- @variational_io'da son puan haftası, - @TxFlow_L1'da puan sistemi gelmedi erkenci olun, - @risextrade'de $arb ve $hood'a %20 boost, - @popdex_ 15 günde bir ödül veriyor, - @Lighter_xyz'da puan almak hala verimli mi, - @QFEX'in verileri iyi ama erken dönem mi hala, - @pacifica_fi ekibinin bonkörlüğü, - @hibachi_xyz, @arc sonrası dönem, - @entropyIO'de son durum ne, - @reya_xyz'da v2 yükleniyor, - @OndoPerps'de son 3 hafta... - @arcus_xyz'da son durum ne...
iyi seyirler... https://x.com/deTEfabulaNar_/status/2101643741710725550
## @StockChaser_ (StockChaser) · 09-19 19:14 · ♥31 ↻1 💬4 Since then: • $HOOD +60% • $SOFI -4.5%
Why the divergence?
HOOD’s growth came from increasingly capital-light businesses:
• Event-contract revenue: $156M • Equity revenue: +95% • Options revenue: +29% • Net deposits: $21.7B • Platform assets: +32%
Prediction markets, tokenization and IPO underwriting also expanded its addressable market
The crypto rebound was also a factor since $HOOD rallies with crypto
$SOFI still delivered excellent Q2 results:
• Revenue: +40% • EBITDA: +44% • Members: +35% • Guidance raised
And had • Cross-buy reaching 51% • Raised FY2026 revenue guidance • 200K+ paid SoFi Plus subscribers • Composer, SoFi Coach and SMB lending launches • Big Business Banking + SoFiUSD expansion
But Technology Platform revenue fell 23% and enabled accounts dropped 16%, leaving growth increasingly driven by lending
Investors tend to give lower multiples to capital-heavy businesses
While $HOOD has won the narrative, $SOFI's underlying execution has been much stronger than the performance suggests
Between $HOOD and $SOFI : which would you buy? > 引用 @StockChaser_: $HOOD vs $SOFI
Two different fintech bets
$HOOD • Revenue: +51.6% YoY → $4.47B • EPS: +31.4% YoY • P/S: 14.8x • P/E: 35.8x
Platform metrics: • 27.0M funded customers • $322B platform assets • $68B net deposits • 4.18M Gold subscribers
HOOD is becoming a full retail investing ecosystem
$SOFI • Revenue: +35.6% YoY → $3.58B • EPS growth: -2.3% YoY • P/S: 6.3x • P/E: 46.1x
Platform metrics: • 13.7M members • 20.2M products • $37.5B deposits
SoFi is building a broad financial super-app by also including lending + banking + tech platform
Execution leader → $HOOD Strategic optionality → $SOFI
Cheaper on sales → $SOFI Cheaper on earnings → $HOOD
Which one is your choice? https://x.com/StockChaser_/status/2101389442174840948