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Speakers (5)
Alex Kantrowitz
Founder of Big Technology
Alexandria Ocasio-Cortez
US Representative
Azeem Khan
Co-founder of Miden
Bailey Lipschultz
Reporter, Bloomberg
Changpeng Zhao
Founder & Former CEO, Binance
Trade Ideas (8)
Date Ticker Price Dir Speaker Thesis Source
Feb 16
Z
$43.45
$44.98 +3.5%
N/A Finnhub News Finnhub - Z
Zillow Group, Inc. 2025 Q4 - Results - Earnin...
Feb 13
Z
$43.45
$44.98 +3.5%
SHORT Finnhub News Zillow's stock fell significantly this week following an earnings miss. Finnhub - Z
Zillow Stock Drops Nearly 20% This Week After...
Feb 13
Z
$43.45
$44.98 +3.5%
NEUTRAL Finnhub News The headline asks whether the market sentiment towards Zillow Group Inc. is positive or negative. Finnhub - Z
Is the Market Bullish or Bearish on Zillow Gr...
Feb 13
Z
$43.45
$44.98 +3.5%
N/A Finnhub News Finnhub - Z
Zillow: AI Isn't A Credible Threat So I'm Buy...
Feb 12
Z
$43.82
$44.98 +2.6%
AVOID Ryan Serhant
Founder and CEO of Serhant Real Estate
"January sales... dropped 8.4% from December... Homeowners now move once every nearly nine years." Companies like Zillow or brokerages depend on *transaction volume*, not just asset prices. A "stalemate" with an 8.4% drop in sales volume directly correlates to a drop in revenue for listing platforms and agents. High equity helps the homeowner, not the broker. AVOID. The "mobility crisis" is a revenue crisis for transaction-based models. A sudden drop in interest rates could unlock inventory and spike transaction volume unexpectedly. CNBC
Housing not in crisis but first-time buyers a...
Feb 12
Z
$43.82
$44.98 +2.6%
N/A Finnhub News Finnhub - Z
Rocket Companies Stock Slips Thursday On Zill...
Feb 12
Z
$43.82
$44.98 +2.6%
N/A Finnhub News Finnhub - Z
Zillow Stock Extends Slide After Earnings As ...
Feb 11
Z
$45.66
$44.98 -1.5%
SHORT Norah Mulinda
Bloomberg Market Reporter
All four companies reported earnings misses or poor guidance. HOOD (crypto decline), MAT (worst day since 1999), Z (legal costs), LYFT (revenue miss). These are idiosyncratic failures in a generally decent macro environment. The specific headwinds (crypto winter for HOOD, legal structural issues for Z, legacy liabilities for LYFT) are not easily fixed in one quarter. SHORT. Momentum is broken, and overhead supply from trapped longs will cap rallies. Oversold bounce; potential M&A targets (specifically Z or LYFT). Bloomberg Markets
US Adds 130K Jobs, Sec. Wright Visits Venezue...