MI MIAX Miami International Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions

Points out MIAX holds a 10% stake in HOOD prediction markets, a factual observation without author's directional view.

Buy MIAX as a misunderstood exchange trading at ~13x forward earnings despite 30%+ growth and 51% margins; near-term catalyst is cash-settled Bloomberg index options launch (Cboe/CME can't replicate due to clearinghouse conflicts); 30% index-rebalance-driven selloff created entry; free 10% stake in Robinhood/Susquehanna prediction market venture is unmodeled upside. Watch open interest post-options launch as the key signal.

Buy MIAX at a 30% dislocation caused by Russell rebalance forced selling (not fundamentals); subscription/data business growing 45% at 51% margins is mispriced as a pure volume play, Bloomberg index options launch is a structural Cboe moat-bypass catalyst, and a free 10% prediction market stake provides asymmetric upside optionality.

The author finds MIAX an exciting non-AI story but does not state a position or directional view.

MIAX Options Exchange "absolutely destroyed earnings last week," but the stock price saw very little positive response. The user added more shares around the $40 level. The lack of a post-earnings rally suggests the market has not yet recognized the company's strong performance. As a newly listed stock exchange, it may be under the radar of institutional investors, creating an opportunity to buy before it gains wider attention. MIAX represents a potential value and growth opportunity. Its strong earnings fundamentals are not yet reflected in its stock price, offering an attractive entry point for investors willing to bet on a newer, less-followed company. The stock's lack of momentum post-earnings could indicate broader market indifference or underlying issues not captured in the earnings report. As a new listing, it may remain overlooked for an extended period.