$HOOD back at $100 is really nice to see, but it's also because of some core catalysts that the market is pricing in: - tapping into agentic trading TAM which can seriously scale trading volumes as it grows - the world cup, in the first few days, has already been MASSIVE for prediction markets volume which can substantially increase Q2/Q3 earnings estimates, especially since $HOOD operates some of the volume on their own exchange now - rate cut narrative is bullish for all tech stocks, would be very bullish for trading volumes and oil below $80 can help put cuts back on the table - Trump accounts growing fast on Robinhood - insiders have bought $50M worth of stock at around $80, signaling that directors feel pretty bullish that the worst may have been priced in Robinhood fell last Q
View on X ↗