RJ Hamster
Elon’s Secret AI Partner?
Dear Investor,
This may be the most overlooked investment opportunity in America right now…
And you’ve probably never heard of it.
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Why?
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The last time investors noticed Tesla partnered with a new supplier? Those companies skyrocketed
Like Piedmont Lithium – Confirmed a supply deal with Tesla → DOUBLED in one day
Or Modine Manufacturing – Investors found the Tesla relationship → TRIPLED in one year
And is up 10X since then
Now nothing is guaranteed in life – but the AI Smart Home industry is about to boom and investors getting in early
And we found a $1.00 startup positioned right at the center of it.
So if you have at least $2K to work with, this might be the best opportunity you see all you
>>> Click here to get the name of the company and full report
Best,
The Invested Alpha Team
Just For You
Devon Energy Bets on Scale With Coterra Acquisition
Submitted by Chris Markoch. Posted: 2/15/2026.
Key Points
- Devon Energy’s all-stock merger with Coterra reflects accelerating consolidation across a maturing U.S. shale industry focused on efficiency over expansion.
- The combined company gains geographic diversification and scale, but investors are watching closely for dividend sustainability and potential EPS dilution.
- Analysts have responded positively, with price targets suggesting upside, though volatility may persist ahead of Devon’s upcoming earnings report.
- Special Report: [Sponsorship-Ad-2-Format3]
It was a buy-the-rumor, sell-the-news week for Devon Energy (NYSE: DVN). On Feb. 11, the company announced an all-stock merger with Coterra Energy (NYSE: CTRA) that, if approved by shareholders of both companies, will create a roughly $58 billion energy giant.
DVN stock rose nearly 4% in the run-up to the announcement but fell 2.2% on Feb. 12. That sort of price action isn’t uncommon; merger news attracts some investors while pushing others to the sidelines.
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Adding to the volatility is the fact that Devon Energy will report Q4 2025 earnings after the market close on Feb. 17.
When management speaks then, analysts and investors will be listening for confidence about merger approval. One key area of focus will be the company’s dividend.
Why Coterra? And Why Now?
Let’s take those questions in reverse order. The timing of the merger reflects ongoing consolidation in the oil and gas industry.
The U.S. shale sector has matured, so companies are increasingly focused on operational efficiency rather than simply drilling more wells—particularly with demand growth forecast to slow in 2026. The combined company will offer greater scale, diversification and resilience, which is important while the price of oil remains under pressure.
The deal also adds geographic diversity. Coterra operates primarily in the Marcellus Shale (northeast Pennsylvania), the Anadarko Basin (Oklahoma) and the Delaware Basin (southeast New Mexico and Texas). Devon is concentrated in the Delaware Basin, so the merger expands its footprint and reduces exposure to region‑specific risk.
All Eyes Will Be on the Dividend
Oil and gas names are among the most cyclical in the energy sector, so large-cap producers like Devon use dividends to deliver shareholder value in a volatile industry.
DVN stock’s dividend currently yields 2.18%, or $0.24 per share quarterly. Coterra’s dividendyields about 2.86%, or $0.22 per share quarterly. The companies have said the combined company will pay $0.315 per share after the merger closes, roughly a 31% increase over Devon’s current payout.
The all-stock structure is notable because it reduces the need to take on debt to finance the deal—important in a business highly sensitive to commodity prices. If oil and gas prices fall further—as some analysts expect—having lower leverage protects the new company.
The trade-off is a larger share count, which can dilute earnings per share (EPS). The merged company will need to generate enough cash to sustain and ideally grow that dividend.
Investors and Traders May See the Merger Differently
Income-focused, buy-and-hold investors will likely view the transaction favorably: it creates a larger, more resilient shale producer. Devon’s move of its operations to Houston will also deepen its ties to a major energy hub.
Short-term traders or dividend-seeking investors who prioritize yield may hold off until there’s more clarity about the dividend’s safety and growth trajectory.
Analysts Are Signaling Approval
On the day of the announcement, Raymond James raised its price target on DVN to $52 from $44. Several analysts entering the year have set targets of $50 or higher.
A move to $50 would be roughly 10% above the current consensus price and nearly 20% above the Feb. 12 close.
Trading will likely be choppy in the week before the earnings release. Investors on the sidelines who are considering a position may prefer to wait for the results before committing capital.
Just For You
Why Robinhood’s Nearly 50% Slide Is a Buy-the-Dip Opportunity
Submitted by Leo Miller. Posted: 2/12/2026.
Key Points
- Robinhood’s Q4 earnings miss on crypto revenue accelerated a sharp post-earnings selloff.
- The stock is now down nearly 50% from its high as investors sold after the company’s latest earnings.
- Despite transaction-driven volatility, Robinhood continues to see strong deposit growth, supporting its outlook.
- Special Report: [Sponsorship-Ad-2-Format3]
After putting up explosive gains in 2025, investors have punished financial services stock Robinhood Markets (NASDAQ: HOOD) so far in 2026.
The stock has weakened as cryptocurrencies, including Bitcoin (BTC), plunged in early 2026. Robinhood’s latest earnings report, released on Feb. 10, accelerated the slide — shares fell roughly 9% the next day as markets reacted to the results.
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Shares of HOOD have now dropped nearly 50% from their all-time closing high in October 2025. Given that backdrop, could this be a meaningful buy-the-dip opportunity? Let’s examine the fintech firm’s latest financials to find out.
Crypto Miss Weighs on Robinhood’s Q4 Earnings
In Q4 2025, Robinhood reported revenue of $1.28 billion, a 27% year-over-year increase but below analyst expectations of $1.32 billion. The biggest shortfall versus expectations came from crypto transaction revenue, which totaled $221 million—down 38% year over year and well short of estimates near $248 million.
Despite the revenue miss, Robinhood topped EPS estimates. EPS fell 35% year over year to $0.66 but beat the $0.63 consensus. Part of the year-over-year decline reflects a $0.47 tax benefit in Q4 2024 that had inflated prior-year EPS.
For the full year, revenue rose 52% in 2025. Comparable adjusted operating expenses plus share-based compensation (SBC) rose just 22%. At $305 million, SBC was essentially unchanged year over year—a positive sign that the company isn’t inflating profitability through stock-based pay.
Those trends helped full-year adjusted EBITDA margin expand to 56.4%, up about 800 basis points versus 2024.
Robinhood does not provide revenue guidance. At the midpoint of its expense outlook, the company expects adjusted operating expenses plus SBC to increase about 18%. Because more than half of that growth is being invested in new and scaling businesses, the outlook is not particularly concerning. On the earnings call, new CFO Shiv Verma said the company expects revenue growth to outpace expense growth.
Despite Valuation Dependence, Deposits Provide Strength
Robinhood is an attractive name in financials in several ways, but it is more exposed to crypto and equity market volatility than most peers.
In 2025, options, equities and crypto transactions accounted for 52% of total revenue (down slightly from 53% in 2024). Crypto alone made up 20% of revenue versus 21% in 2024. Because transaction revenue typically falls when equity and crypto prices decline, Robinhood’s results are partly dependent on valuation recoveries—though over the long term both equity and crypto markets have generally trended upward, which is a tailwind.
Options trading revenue has increased for nine consecutive quarters, helped by the fact that options enable traders to profit in both rising and falling markets.
Net deposits rose 35% in 2025, indicating asset growth came from both higher valuations and new client cash. Prediction markets are also a growing area: trading volumes doubled in Q4, and the company called that vertical its top growth priority going forward.
Analysts Eye Big-Time Upside in HOOD After the Fall
Wall Street’s initial reaction to the report was negative: MarketBeat tracked several analysts who cut price targets by 10% or more and two who cut targets by 20% or more. Still, the MarketBeat consensus price target for Robinhood stands near $127, implying roughly 64% upside over the next 12 months. The average of targets issued or updated after the company’s report is about $134, implying roughly 72% upside.
There may be a meaningful long-term opportunity after the share-price decline, but risks remain. Continued downside in crypto and equity markets would hurt revenue, and a lower effective federal funds rate could pressure Robinhood’s net interest revenue if the Federal Reserve resumes cutting rates this year.
Going forward, the company’s ability to sustain strong deposit growth and diversify its revenue mix will be important to monitor. Robinhood is targeting more than 20% net deposit growth in 2026.
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