HOOD - Robinhood Markets

Host loves that Robinhood keeps entering new markets and taking share (Chain revenue $3-4M/day, over $1B stablecoins, prediction markets, credit cards). Bets on CEO Vlad's ability to launch additive products.

Stock up 15.8%; Robinhood Chain fee revenue is climbing parabolically from ~$100k/day toward ~$3.9M/day, creating a potential billion-dollar run-rate business from tokenized asset trading that 'didn't exist a few months ago.'

Crypto should contribute to Robinhood's bottom line on an annualized basis; new revenue streams like event contracts and AI are adding to growth.

Robinhood will be a larger beneficiary of crypto comeback due to its stake in crypto trading; crypto revenue once made up ~32% of revenue.

Hosts expect Robinhood to have a strong quarter as crypto activity picks up, benefiting its crypto trading segment. No explicit buy recommendation was given.

Host is a believer that Hood will become a full-fledged trading platform, eventually offering every product like IBKR/Schwab; he sees potential for high double-digit to 100% growth.

Robinhood got hit hard Friday; if it falls under $95.30, watch to the downside.

Robinhood killed earnings and is benefiting from growth in Earn, DeFi, event contracts, banking and crypto; host says stock should be higher.

The host has been 'betting on' Robinhood for a long time and expresses confidence in the company's execution and growth, citing its Canadian expansion, Robinhood Chain/tokenization, credit card growth, and prediction markets. He believes investors still underestimate the company's future.

Host notes HOOD is down but could climb back up if the AI trade continues.