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$HOOD

Robinhood
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Robinhood is a financial services company offering commission-free trading of stocks and cryptocurrencies.

sentiment mix
bull 76%bear 6%neu 18%

signal summary

latest high-conviction thesis
Robinhood CEO says prediction markets are fastest-growing business line at 6B contracts monthly▾

Prediction markets have become Robinhood's fastest-growing business, scaling from zero to 6 billion contracts in July (20x YoY), driven by sports and election betting, with expansion into financial events and crypto assets; regulatory uncertainty exists but demand is irreversible.

vlad tenevT1Bloomberg Tech2026-08-20
confidence 88 / 100impact High
key themes
  • AI Infrastructure36%
  • Fintech33%
  • Venture Capital30%
  • Payments & Banking Infrastructure30%
  • AI Bubble / Capex Debate27%

bull thesis · 37

85 / 100
  • •Rory O'Driscoll: Robin Hood's underwriting role leverages retail distribution for tech IPOs, stock 10x in 3 years
  • •Robinhood leveraging AI for 75% of customer service calls, driving tangible efficiency
  • •Robinhood Chain demonstrates blockchain utility with $1B revenue

bear thesis · 3

28 / 100
  • •Cleo founder criticizes Robinhood's revenue-maximizing model as harmful to consumers
  • •Hoyle questions Robinhood $1.5B buyback at elevated valuation
  • •Robinhood venture fund fails without SpaceX/Anthropic/OpenAI crown jewels

company research · 4 videos

mentions · 49

20VCJensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town1 mentions · 1▲ 0▼ 0○ · 15 days ago
0:0017:0035:0052:001:10:00
Kleiner PerkinsData Centers in Orbit by 2028: Baiju Bhatt on His Plans After Robinhood2 mentions · 0▲ 0▼ 2○ · last month
0:008:0017:0026:0035:00
20VCThe AI Bubble WILL Burst: Half the Neoclouds WILL Die | Jerry Murdock1 mentions · 1▲ 0▼ 0○ · last month
0:0020:0040:001:00:001:20:00
The InformationAnthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange4 mentions · 4▲ 0▼ 0○ · last month
0:006:0012:0018:0025:00
The InformationInside Robinhood’s Prediction Market Play3 mentions · 3▲ 0▼ 0○ · last month
0:002:005:007:0010:00
Bloomberg TechAlibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/20264 mentions · 4▲ 0▼ 0○ · last month
0:005:0010:0015:0020:00
Asymmetric InvestingRobinhood's Two-Sided Marketplace: A Genius Move?4 mentions · 4▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
Bloomberg TechAnthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/20262 mentions · 2▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
The InformationInside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status1 mentions · 0▲ 0▼ 1○ · last month
0:002:005:007:0010:00
TBPNLeo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0046:001:32:002:18:003:05:00
20VCHow We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
All-In PodcastWorld's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00
StripeBarney Hussey-Yeo in conversation with John Collison1 mentions · 0▲ 1▼ 0○ · 4 months ago
0:007:0015:0022:0030:00
Asymmetric Investing3 MASSIVE Reasons to Buy Robinhood Stock | $HOOD1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
Dumb Money LiveSpaceX IPO: Get Rich or Get Wrecked1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0011:0022:0033:0045:00
Asymmetric InvestingSoFi Coach: Why This Could Be Their Biggest Launch Yet1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
Asymmetric InvestingUnleashing 10x Growth: Top 6 Stocks to Watch1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:005:0010:0015:0020:00
Asymmetric InvestingIs SoFi a 10x Stock? | $SOFI1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:002:005:007:0010:00
Asymmetric InvestingRobinhood Earnings: Short-term Pain, Long-term Gain?1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:003:007:0011:0015:00
Asymmetric InvestingHUGE Week Ahead: 5 Stocks to Watch1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
Dumb Money LiveHe Sold Everything... Here’s What He’s Buying1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0016:0032:0048:001:05:00
Asymmetric InvestingAsymmetric Investing April AMA1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0027:0055:001:22:001:50:00
Asymmetric InvestingAsymmetric Investing AMA2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:0012:0025:0037:0050:00
Limitless PodcastAnthropic, SpaceX, OpenAI in One Stock? The VCX Reality Check1 mentions · 0▲ 1▼ 0○ · 6 months ago
0:003:007:0011:0015:00
Asymmetric InvestingIs Robinhood's $1.5 Billion Buyback a Mistake?1 mentions · 0▲ 1▼ 0○ · 6 months ago
0:002:005:007:0010:00
Asymmetric InvestingWhere Will Robinhood Stock Be in 5 Years?2 mentions · 2▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Asymmetric InvestingDid Robinhood Just Change Investing Forever?1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:003:007:0011:0015:00
Scaling EuropeEric Liaw, General Partner at IVP: European founders should enter US earlier1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:006:0012:0018:0025:00
Asymmetric InvestingGrowth Stock Crash: Are SoFi, Robinhood, and Coinbase Screaming Buys?1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:005:0010:0015:0020:00
Asymmetric InvestingIs Robinhood a Buy After This Earnings Report? | $HOOD1 mentions · 0▲ 0▼ 1○ · 8 months ago
0:002:005:007:0010:00
SeedRocket TVComo invertí en Uber, Airbnb, Stripe, ScaleAI desde Sillicon Valley | Nacho Vilela1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:0011:0022:0033:0045:00
Antonio LinaresHow This Millionaire Retail Investor Went from $28K to $2M in the Stock Market1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:006:0012:0018:0025:00
The InformationCoinbase to Launch Prediction Market1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00