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HOO

HOOD

38 tracked calls · 32 long · 6 short · last 90d: 23L/5S
first called by All-In Podcast 6mo ago
IN TRACKED PORTFOLIOS
Ro KhannaBUYCathie WoodBUY
HOOHOODLONG3d ago
“that's why things like Robin Hood and like Interactive Brokers are like kingmaker... people are not actually generating more work. They're generating more capital and that capital is being recycled in”
1000x

AI is failing to deliver 10% productivity gains, leaving a distracted society to funnel idle capital straight into Robinhood's retail speculation engine.

HOOHOODLONG@ $90.69
$84.70-6.61%
since call Jul 28
Trade on Robinhood →
HOOHOODLONG2w ago
“I think that Robinhood is probably better expression for the trade.”
1000x

Robinhood captures the incoming wave of crypto traders rotating out of tech stocks, driving its crypto volumes to $11.9B as digital asset momentum returns.

HOOHOODLONG@ $104.73
$84.70-19.13%
since call Jul 15
Trade on Robinhood →
HOOHOODLONG2w ago
“100,000 wallets bridge to Robinhood and start slamming meme coins. Who's wrong? ... Robinhood 116 is so fucking beautiful on Robinhood, up 2.5%.”
ThreadGuy

Robinhood is capturing massive retail on-chain activity as 100,000 wallets bridge to its network to trade meme coins.

HOOHOODLONG@ $114.12
$84.70-25.78%
since call Jul 15
peak +0.6%
Trade on Robinhood →
HOOHOODLONG2w ago
“It's evolving from a brokerage that earns customer trading activity... into a vertically integrated financial ecosystem with its own blockchain... This along with the Trump accounts... It is now tradi”
ThreadGuy

Robinhood is decoupling from Bitcoin as its proprietary blockchain and Trump accounts drive massive independent transaction volume.

HOOHOODLONG@ $108.42
$84.70-21.88%
since call Jul 13
peak +5.7%
Trade on Robinhood →
HOOHOODLONG3w ago
“I am generally bullish on Robinhood chain. I think it's net positive for crypto for sure... And I do think that they have huge distribution with their current centralized exchange.”
Market Bubble

Robinhood is weaponizing its massive retail user base to capture the exploding crypto market, driving a 700% surge in revenue to $358 million.

HOOHOODLONG@ $114.29
$84.70-25.90%
since call Jul 10
peak +0.7%
Trade on Robinhood →
HOOHOODLONG3w ago
“I think as of now Robinhood is clear far and away like the winner or winning the race... they have retail fully onboarded and like have made it so easy for these people to trade stocks and traditional”
Market Bubble

Robinhood is winning the retail finance race by leveraging its massive distribution to verticalize crypto and traditional asset trading.

HOOHOODLONG@ $115.83
$84.70-26.88%
since call Jul 9
peak +0.7%
Trade on Robinhood →
HOOHOODLONG3w ago
“I always had this thesis that why would I buy Robinhood when I'm going to buy Hyperliquid? But all of a sudden, Robinhood is becoming Hyperliquid.”
ThreadGuy

Robinhood transforms into a powerhouse crypto exchange by swallowing Bitstamp for $200M to rival advanced digital platforms and capture native traders.

HOOHOODLONG@ $114.35
$84.70-25.94%
since call Jul 9
Trade on Robinhood →
HOOHOODLONG3w ago
“man Trump accounts perps blockchains 27 million users You start to think to yourself, wow, this thing looks pretty convincing.”
ThreadGuy

Robinhood looks increasingly convincing as a buy with its 27 million users and potential to launch on-chain products.

HOOHOODLONG@ $115.35
$84.70-26.58%
since call Jul 8
peak +2.1%
Trade on Robinhood →
HOOHOODLONG3w ago
“People don't switch banks. People don't switch brokerage accounts. And so every Trump account that has a thousand dollars in it is a Robinhood user for life... There's no scenario in which you off-boa”
ThreadGuy

Robinhood is locking in millions of lifelong users as the exclusive broker for the new Trump accounts, adding six million kids who will never switch platforms.

HOOHOODLONG@ $113.34
$84.70-25.27%
since call Jul 7
peak +0.8%
Trade on Robinhood →
HOOHOODLONG4w ago
“Is Huda still a crypto stock? Not really. It's almost like the best of both worlds. where it like goes up for crypto, but it doesn't really go down for crypto at this moment.”
ThreadGuy

Robinhood captures the massive wave of 10,000 new retail gamblers entering through meme coins and converts them into sticky S&P 500 equity investors.

HOOHOODLONG@ $112.39
$84.70-24.64%
since call Jul 2
peak +2.8%
Trade on Robinhood →
HOOHOODLONG4w ago
“I'm still in the long hood trade. And the reasoning is, if you think crypto is coming back in a meaningful way... hood is going to benefit massively, but they also benefit massively from prediction ma”
1000x

Robinhood perfectly captures 15% daily crypto trading swings, backed by rapidly growing revenue from prediction markets and options trading.

HOOHOODLONG@ $111.01
$84.70-23.71%
since call Jul 1
peak +6.6%
Trade on Robinhood →
HOOHOODLONG1mo ago
“A resurgence in fintech”
Citrini

Robinhood is the fintech resurgence story — prediction markets, crypto perps, and retail brokerage all growing fast while the name remains under-owned vs AI

HOOHOODLONG@ $99.84
$84.70-15.16%
since call Jun 26
peak +17.4%
Trade on Hyperliquid →
HOOHOODSHORT1mo ago
“I do think these markets are having issues where they can be gamed... the ambiguity in these things resolving combined with the reflexivity of them impacting…”
Yet Another Value Podcast · Andrew Walker

If gameable thin liquidity and ambiguous resolution break prediction markets, Robinhood's hottest growth line deflates.

HOOHOODSHORT@ $93.14
$84.70+9.07%
since call Jun 25
peak +9.9%
Trade on Hyperliquid →
HOOHOODLONG1mo ago
“you can buy Hood and short crypto because I think there's an asymmetry there where if crypto does well, Hood does extremely well, but Hood can still do well even if crypto does poorly... they're reall”
1000x

Robinhood harvests massive upside from 13-year-olds and Uber drivers chasing crypto volatility while building a quiet safety net of traditional revenues.

HOOHOODLONG@ $95.63
$84.70-11.43%
since call Jun 24
peak +24.0%
Trade on Robinhood →
HOOHOODSHORT1mo ago
“Meta Platforms is building a prediction market app that could rival offerings from Polymarket and Kalshi”
Jukan

Meta entering prediction markets threatens Robinhood's fastest-growing revenue line, event contracts

HOOHOODSHORT@ $105.48
$84.70+19.70%
since call Jun 24
peak +19.7%
Trade on Hyperliquid →
HOOHOODSHORT1mo ago
“Zuckerberg directed META to create prediction markets app - NYT. $META”
SuspendedCap

META entering prediction markets threatens Robinhood's fastest-growing revenue line, pressuring a stock near 52-week highs

HOOHOODSHORT@ $101.92
$84.70+16.90%
since call Jun 23
peak +18.4%
Trade on Hyperliquid →
HOOHOODSHORT1mo ago
“prediction markets are about to get a ton of extra regulatory scrutiny”
Serenity

WSJ expose + wave of lawsuits targeting prediction markets hit Robinhood, which sells its own prediction market product

HOOHOODSHORT@ $110.47
$84.70+23.33%
since call Jun 21
peak +23.3%
Trade on Hyperliquid →
HOOHOODLONG1mo ago
“The platform assets are up 50% year-over-year... They cut 10% of their workforce... that is not bearish. That's bullish.”
1000x

Buy Robinhood as platform assets surge 50 percent and a 10 percent workforce reduction funnels saved capital directly back to shareholders.

HOOHOODLONG@ $107.19
$84.70-20.98%
since call Jun 19
peak +7.1%
Trade on Robinhood →
HOOHOODLONG1mo ago
“Retail investors have traded an average of $7.0 billion in options premium per day so far in June, an all-time high.”
The Kobeissi Letter

All-time high retail options volume lifts Robinhood's transaction revenue as the platform captures the surge in retail trading activity.

HOOHOODLONG@ $109.51
$84.70-22.66%
since call Jun 19
peak +7.8%
Trade on Hyperliquid →
HOOHOODLONG1mo ago
“I think that Robinhood is going to outperform Bitcoin over the next 6 months. … why would I bet on Bitcoin when I can bet on something that if Bitcoin goes…”
1000x · Avi

Robinhood outperforms Bitcoin over next 6 months as the everything-app financial super app

HOOHOODLONG@ $105.49
$84.70-19.71%
since call Jun 17
peak +9.6%
Trade on Hyperliquid →
HOOHOODLONGPOSITION1mo ago
“it's not a 10-bagger for me anymore. Whereas I actually think Hood could be a 10-bagger still. So I'm in Hood until $1,000.”
1000x · Avi Felman

Hood is a 10-bagger to 1000 while Hype is no longer a 10x, more income streams win

HOOHOODLONG@ $91.95
$84.70-7.89%
since call Jun 12
peak +24.5%
Trade on Hyperliquid →
HOOHOODLONG1mo ago
“Robinhood had a sick day... I think it was just because Meyer Malka now bought 680 shares, $55 million of Robinhood over the last 2 weeks... That's a lot of…”
ThreadGuy

Robinhood gets fresh institutional buying as Meyer Malka adds $55M, signaling conviction at these levels.

HOOHOODLONG@ $84.92
$84.70-0.26%
since call Jun 10
peak +34.4%
Trade on Hyperliquid →
HOOHOODLONG2mo ago
“they were tied to the price action of crypto for a long time … And finally, it's broken away”
1000x · Jonah

Robinhood breaks free from crypto beta, Trump accounts and AI agents drive it higher

HOOHOODLONG@ $96.40
$84.70-12.15%
since call May 29
peak +22.8%
Trade on Hyperliquid →
HOOHOODLONG2mo ago
“Second, Hood. Amit is investing ass stock Robinhood with a fucking sick day. Sick day back to back on Robinhood. Huge volume pop. I think this thing looks…”
ThreadGuy

ThreadGuy thinks Robinhood looks very strong, citing back-to-back big volume days and the new Trump Accounts adding a bare-minimum ~4.75% to assets plus sticky lifelong customers acquired young.

HOOHOODLONG@ $94.75
$84.70-10.61%
since call May 29
peak +22.8%
Trade on Robinhood →
HOOHOODLONG2mo ago
“It's actually a decent bull case, I'm not gonna lie. This is a decent bull case... you have an entire generation that's now growing up like banking with…”
ThreadGuy

After initial skepticism, ThreadGuy talks himself into the Trump-accounts bull case: $14.5B+ baseline platform assets (4%+ of total) plus a generation locked into Robinhood, and flags above $100 as the trigger.

HOOHOODLONG@ $84.47
$84.70+0.26%
since call May 28
peak +36.9%
Trade on Robinhood →
HOOHOODLONGPOSITION2mo ago
“Robinhood at 27... and here we are again, Robinhood's down the 70s again. You know, like, I'm doubling down in Robinhood.”
ThreadGuy

Camillo says he is doubling down on Robinhood again in the 70s, repeating his pattern of adding to the name through pullbacks.

HOOHOODLONG@ $78.39
$84.70+8.04%
since call May 13
peak +51.0%
Trade on Robinhood →
HOOHOODLONG2mo ago
“My bet on everything, and it's actually like the whole core thesis why I'm long Robinhood, which is wicked funny, is more people are going to spend time…”
Market Bubble

Long Robinhood: more life moves online and converges into one place where finance meets internet

HOOHOODLONG@ $76.21
$84.70+11.13%
since call May 7
peak +52.9%
Trade on Hyperliquid →
HOOHOODSHORT2mo ago
“Hood up 4, but really it's crazy, Hood just trades like a crypto stock. That's why, honestly, I don't know why you would hold Robinhood in 2026.”
ThreadGuy

Robinhood just trades as crypto beta now; no reason to hold it in 2026 over the actual coins

HOOHOODSHORT@ $77.71
$84.70-8.99%
since call May 4
Trade on Hyperliquid →
HOOHOODLONGPOSITION3mo ago
“we have an incredibly diversified business, 11 lines of business generating $100 million or more in annualized revenue … crypto is a big one for sure, but it's under 20% of our revenue”
TBPN

Robinhood compounds across 11 revenue lines and a $100T generational wealth transfer, crypto under 20%.

HOOHOODLONG@ $71.07
$84.70+19.18%
since call Apr 29
peak +63.8%
Trade on Hyperliquid →
HOOHOODSHORT3mo ago
“Wow. Their take rates must have been so much lower. Anybody hold Hood? I wonder if crypto just got shot like that. And I was applying similar takes of what we…”
ThreadGuy

Robinhood's take rates collapsed on lower rebates as it cut pricing to compete; stock in free fall.

HOOHOODSHORT@ $78.31
$84.70-8.16%
since call Apr 28
Trade on Hyperliquid →
HOOHOODLONGPOSITION3mo ago
“The bet on HOOD is like the simplest bet of all time... Gen Z finance is only going to continue to become more online, and the bet is that the younger…”
ThreadGuy

Robinhood rides Gen Z moving all finance into one app; structural multi-year long

HOOHOODLONG@ $84.09
$84.70+0.72%
since call Apr 24
peak +36.8%
Trade on Hyperliquid →
HOOHOODLONGPOSITION3mo ago
“they've got to be able to figure out your credit card, your loan, your mortgage. How do we provide that to you as Robinhood? I do think they will be a…”
ThreadGuy

Robinhood captures every part of retail finance as everyone learns to trade; path to a trillion-dollar company.

HOOHOODLONG@ $90.85
$84.70-6.78%
since call Apr 15
peak +28.1%
Trade on Hyperliquid →
HOOHOODLONG3mo ago
“Hood is up like 29%, many billions, on the announcement that SEC has officially approved ending the pattern day trader rule, eliminating the $25K minimum…”
ThreadGuy

SEC kills the pattern day trader rule, unlocking sub-$25K retail; Robinhood rips as the barrier drops.

HOOHOODLONG@ $89.03
$84.70-4.87%
since call Apr 15
peak +30.7%
Trade on Hyperliquid →
HOOHOODLONG4mo ago
“When it's 24/7 trading, I'm very constructive on Robinhood and very constructive on Hyperliquid.”
1000x · Avi Felman

Long Robinhood as the old-world name that wins the 24/7 trading shift

HOOHOODLONG@ $72.79
$84.70+16.35%
since call Mar 26
peak +62.3%
Trade on Hyperliquid →
HOOHOODLONG4mo ago
“Robinhood's right now trading at $77, $77 a share. We got to a low of $70. I think once we get— once Bitcoin gets rip-roaring again and ETH gets rip-roaring…”
1000x · Avi Felman

Robinhood rebounds to 101-120 as crypto rips and trading activity floods back

HOOHOODLONG@ $76.25
$84.70+11.08%
since call Mar 17
peak +49.2%
Trade on Hyperliquid →
HOOHOODLONG4mo ago
“a lot of volume has actually shifted from the sports sites to these swap-like, future-like instruments in the form of these prediction markets.”
1000x · Flood

Volume keeps draining from sportsbooks into prediction markets, and the listed platform owning that flow gains.

HOOHOODLONG@ $82.11
$84.70+3.15%
since call Mar 5
peak +39.5%
Trade on Hyperliquid →
HOOHOODLONG5mo ago
“prediction markets are the new shitcoins … a lot of attention and gambling money has just shifted to other sources of, of sugar rush online.”
1000x · Jonah Van Bourg

Prediction markets pull retail gambling flow from crypto, and Robinhood owns the retail on-ramp and fees.

HOOHOODLONG@ $75.98
$84.70+11.48%
since call Feb 17
peak +55.2%
Trade on Hyperliquid →
HOOHOODLONG6mo ago
“I was one of the original Angel investors in uh Robin Hood and I think they're doing Calchi too. It's it seems like people are plugging different ones in.”
All-In Podcast

Prediction markets and on-chain trading exploding; Robinhood plugged into Kalshi and the everything-exchange wave

HOOHOODLONGIDEA · NOT YET PRICED