reddit · primary_subject · 0.85
Finally, Algorand is live on Robinhood
2026-05-20T07:06:59+00:00
https://x.com/RobinhoodApp/status/2056858931561926812 submitted by /u/bonnybay [link] [comments]
Ticker Detail
HOOD · Robinhood Markets, Inc.
Score: 0.29
Latest event: 2026-05-20T07:06:59+00:00
WATCHING: 1 active source(s), confirmation 0.81.
Recent Events
Resolver-linked recent activity
reddit · comparison · 0.85
Venice AI: $VVV — Profitable B2C AI Company at ~$700M While OpenAI Trades at $880B. Recently Hit 3M Users. Just Listed on Robinhood.
2026-05-19T21:00:53+00:00
Position: long VVV, sized accordingly. TL;DR for the smooth-brained Venice AI is a consumer AI platform. Think ChatGPT or Claude.ai , but private, uncensored, and aggregates 200+ models (frontier + open-source) in one app. Founded May 2024 by Erik Voorhees (founder of ShapeShift). Real company. Profitable. Self-funded. Zero VC. Hit 3 million users recently (May 16, 2026). Growth velocity is accelerating: 1st M took 13 months, 2nd M took 7 months, 3rd M took 3 months. Robinhood just listed VVV. Every retail account on Robinhood can now buy this directly, no crypto wallet, no Coinbase, no friction. Market cap ~$700M. FDV ~1.1B. Estimated ARR ~$30-50M (derived from on-chain burn data; Erik Voorhees confirmed sub-$48M in February). That's ~17-20x revenue/mcap. For comparison: OpenAI trades at 36x ($880B / $24B ARR). Anthropic at 33x secondary ($1T / $30B ARR). Venice is roughly half the multiple — for a profitable company growing faster. Token throughput grew ~8x in 4.5 months (10B/day → 80B/day) — that's ~55% MoM. User count is growing ~15% MoM and accelerating (1M took 13 months, last 1M took 3 months). Revenue is growing somewhere in between. Effectively zero paid marketing or distribution. Got to 3M users on organic + word-of-mouth alone. Enterprise tier doesn't exist yet. The easy growth levers haven't been pulled. 1. What Venice actually is Frame it like an AI company because that's what it is. Three layers stacked: Consumer AI app — Web + mobile. Text, image, video, music, code. Tiers: Pro $18/mo, Pro+ $68/mo, Max $200/mo. Direct competitor to ChatGPT and Claude.ai. 3M+ users. Inference API — OpenAI-compatible API, pay-per-token or DIEM credits. Used by Cursor, Eliza framework, OpenClaw, and 69K+ autonomous agents on the x402 protocol. Tokenized capital structure — VVV holders earn yield and can lock tokens to mint DIEM (perpetual API credits). Revenue funds buybacks that burn VVV. ~42% of current total supply already destroyed. You don't need to care about #3 to understand the trade. It's just how the company's "equity" works. Skip to section 8 for the mechanics if you want. 2. The comp set: this is OpenAI's competitor, not Together AI's Most analyses get this wrong. They compare Venice to API-only B2B companies like Together AI, Fireworks, and OpenRouter. That's the wrong comp set. Those companies are pure inference infrastructure — no consumer app, no consumer brand, no end-user destination. They sell to developers. They're smaller businesses in surface area. Venice has the same product surface as OpenAI and Anthropic: a consumer chat app, a developer API, image/video/music generation, and a flagship brand. The only differences are: Venice doesn't train its own models (uses 200+ from elsewhere) Venice doesn't log your data (architecturally cannot) Venice doesn't censor outputs Venice's "equity" is a tradeable token Now the math: Company Valuation ARR Multiple Loss/Profit Funding raised OpenAI $880B (secondary) ~$24B 36x $13.5B loss H1 2025 $122B raised Anthropic ~$1T (secondary) ~$30B 33x Unprofitable $18B+ raised Venice ~$700M ~$25-50M ~17-20x Profitable $0 raised Venice is roughly half the revenue multiple of OpenAI and Anthropic , profitable while they're each burning $10B+ per year, and self-funded while they've raised a combined $140B in dilutive capital that needs eventual exits. This isn't a "crypto token vs big tech" comparison. It's the same product category, drastically different cap tables and valuations. 3. 3M users hit on May 16 — the growth curve is bending up Venice published the milestone this morning. Source: Voorhees' X account. 0 → 1M users: 13 months (May 2024 → June 2025) 1M → 2M users: 7 months (June 2025 → April 2026) 2M → 3M users: 3 months (April → May 16, 2026) That's not linear growth. Each million is coming faster than the one before. Other on-platform metrics (as of mid-May 2026): ~80 billion tokens/day processed (up from ~10B/day in January — 8x in 4.5 months, ~55% MoM compound rate ) ~8.8M monthly website visits , growing 15% MoM 55,000+ paid subscribers 1M+ daily API calls from developers and agents Track live on-chain data at venicestats(dot)com — it's incredibly detailed. 4. The distribution gap is the bull case (and the reason this hasn't priced in yet) Here's what Venice does NOT have: No enterprise sales team No B2B motion No Google Ads / Meta Ads spend at scale No iOS/Android pre-install partnerships No Microsoft-style distribution deal No celebrity endorsements No content marketing budget of any real size No team or org plan (literally doesn't exist as a tier) Compare to peers: OpenAI : Microsoft partnership, iPhone integration, $13B+ in distribution muscle Anthropic : 1,000+ enterprise sales reps, deals with most Fortune 500 Google Gemini : Pre-installed on billions of devices Venice got to 3 million users on organic growth alone — privacy-conscious users, crypto Twitter, OpenClaw recommendation, word-of-mouth from users avoiding refusals on the big platforms. This is a feature, not a bug, for the bull case. Every easy growth lever the comps already pulled is still untouched here. If Venice launches a teams/enterprise tier (which they've signaled is coming), the comp peers have shown enterprise adds 50%+ to ARR. If they hire an actual marketing leader, paid acquisition could compound the organic curve. The ceiling on user growth is way higher than the floor. This is why the growth rate isn't a fluke — it's happening on hard mode, on organic distribution alone, with throughput growing 4x faster than user count. 5. AI gooning — the $2-4B revenue category the labs structurally refuse to serve WSB will appreciate this section. The AI companion / NSFW market is real and large: AI companion market: $2-4B global revenue in 2026, growing 30-50% CAGR AI girlfriend specifically: projected $2.91B in 2026, $7.15B by 2030 NSFW emotional support segment alone: $1.2B today, growing 32% YoY Character.AI : 20-28M MAU, $50M ARR, Google paid $2.7B to acqui-hire its founders Candy AI : $25M ARR bootstrapped, NSFW-focused, $100M+ valuation Chai AI : $30M+ ARR with 12 employees, leans into the use case Premium NSFW tiers charge $15-99/month (vs $20/mo for normal AI subs) Why does this matter for Venice? OpenAI explicitly refused to enter this market. Sam Altman publicly explored and shelved an "adult mode" for ChatGPT. Anthropic Claude refuses anything spicy. Gemini same. Their enterprise contracts and brand-safety obligations make these use cases structurally off-limits. Venice doesn't have that problem: No content moderation refusals 200+ models including specialized uncensored ones (Venice Uncensored 1.2, Dolphin, Mistral fine-tunes) E2EE mode for users who want true privacy on this content Frontier model quality (you can use Claude or GPT-class capability for roleplay that ChatGPT itself would refuse) This isn't a small niche — it's a meaningful chunk of total AI consumer engagement. Character.AI's average session length was 28 minutes (longer than Instagram) largely driven by this use case. Candy AI built a $25M business on it with zero VC. Venice captures the privacy-and-quality-conscious slice of this market that the big labs literally cannot serve. Erik Voorhees has been explicit that Venice serves the full spectrum of human expression. The market reaction to that has been a 3000% user growth rate. 6. The four privacy modes — privacy as a product, not a policy Most "private AI" products are policy-based ("we promise we won't look at your data"). Venice is architectural. Four distinct modes (per venice.ai/privacy): Anonymous mode — Venice proxies your request to frontier model providers (Claude, GPT, Gemini). Your identity is stripped, but the provider may log content per their own policy. Default for all users. Private mode — Inference on Venice-controlled GPUs or zero-data-retention partners. Contractual privacy guarantees, open-source models only. Default for all users. TEE mode (Pro feature) — Inference runs inside hardware-secured enclaves (Intel TDX, NVIDIA Confidential Computing) operated by NEAR AI Cloud and Phala Network. Not even Venice or the GPU operator can access your prompt. E2EE mode (Pro feature) — Your prompt is encrypted on your device before it leaves. Only the TEE can decrypt it. Every response comes with a cryptographic attestation proving the inference ran in a genuine enclave. Mathematically impossible for anyone to read your data. This is the strongest privacy story in consumer AI. It's been shipping since March 2026. In the same window: OpenAI disclosed a vendor breach exposing user names, emails, locations A ChatGPT vulnerability silently exfiltrated conversation data via DNS side channel A Codex vulnerability gave attackers full read/write access to victims' GitHub 90% of users in a Malwarebytes survey said they don't trust AI with their data 43% specifically stopped using ChatGPT over privacy concerns Every AI breach headline is free marketing for Venice. 7. The agent economy — why "crypto rails" matter for AI This section will get hand-wavy unless you understand what an AI agent actually needs. Bear with me. An AI agent is software that operates autonomously — booking flights, calling APIs, sending payments, executing multi-step tasks without a human at each step. Crypto enables agents to have their own wallets, pay for inference, tools and services without KYC or the restraints of traditional finance. Current state of the agent economy: Coinbase x402 protocol : 165M+ transactions, $50M+ volume, 69,000 active autonomous agents transacting x402 joined the Linux Foundation backed by Microsoft, Google, Mastercard, Stripe, AWS Coinbase Agent.market launched April 21 — an app store for autonomous agents Visa released the Trusted Agent Protocol Google launched AP2 (Agent Payments Protocol) with 60+ partners Mastercard acquired BVNK for $1.8 billion (March 2026) specifically for agent payments McKinsey projects $3-5 trillion in agent-mediated commerce by 2030 The structural problem the labs cannot solve: AI agents literally cannot use OpenAI or Anthropic for serious autonomous work. Brian Armstrong (Coinbase CEO) has said this publicly. Why: KYC — agents have no government ID Account systems — agents can't manually create OpenAI accounts and accept ToS Content policies — refusal-trained models block routine agent tasks Logging — sensitive agent workflows can't go through servers that log everything Billing — subscriptions assume humans; agents need micropayments per call This is what "agents need crypto rails" means. It's not ideological. It's mechanical. An agent cannot call OpenAI's API without a human in the loop. It can call Venice's. Venice has shipped: Autonomous API key creation — an agent stakes VVV, signs a transaction, mints its own API key x402 wallet pay — sub-second stablecoin settlement, no KYC DIEM — a token that grants $1/day of API credits, forever; agent buys some, has predictable compute forever Crypto RPC — agents get inference AND on-chain access through one Venice credential, across 11 chains When McKinsey's $3-5T agent commerce projection hits this decade, those agents are running on inference rails that aren't OpenAI. Venice is the only platform built for this today. 8. Token mechanics + the two buyback engines Here's how the "equity" works in plain English. Supply mechanics: 100M VVV created at genesis (January 2025) ~33.7M permanently burned — that's ~42% of current total supply destroyed (33.7M / ~80M effective supply). Originally a one-time event in March 2025 (unclaimed airdrop + team buyback), now growing every month from the buyback programs below. Trackable on-chain at venicestats(dot)com/burns Annual emissions stepped down: 14M → 10M → 8M → 6M → 5M, scheduled to hit 3M by July 1 68% of circulating supply is staked (locked, not available to sell) Demand mechanics — two buyback engines, both verifiable on-chain: Engine 1: Programmatic per-subscription buyback (live since April 15, upgraded tier-aware April 27) Every new Pro subscription → $2 of VVV bought on the open market and burned Every new Pro+ subscription → $5 burned Every new Max subscription → $10 burned Automatic, on-chain, immediate. No discretion. Engine 2: Discretionary monthly buyback (live since December 2025) Venice ops funds a Safe monthly CoW Protocol's TWAP engine spends the budget hourly over ~30 days VVV purchased on Aerodrome DEX, sent to the burn address Budget: currently roughly $100K/month, scales with revenue surplus Erik Voorhees confirmed this is "tied to revenue surplus" Combined burn rate (per VeniceStats): April 2026: ~$147K burned May 2026: ~$159K burned and growing Trajectory: net deflationary by Q3 2026 (when burns exceed emissions, total supply shrinks) Stock-equivalent translation: This is a company that buys back its own equity from the open market every time a customer subscribes AND runs a separate monthly buyback program from cash flow. 42% of all outstanding shares already retired. 68% of remaining shares locked up. Float is mechanically shrinking while users are growing 15% MoM. DIEM (the second token): Users can lock their staked VVV to mint DIEM. Each DIEM = $1/day of Venice API credits, forever. Tradeable on Aerodrome (~$1,500 per DIEM currently). Acts like a perpetual fixed-yield compute bond. The locking mechanic removes VVV from the tradeable float — a second supply sink on top of buybacks. 9. Robinhood listing — distribution event for retail Robinhood listed VVV for spot trading. New York traders also now have access for the first time. This matters because: Robinhood has ~25M crypto-eligible retail accounts in the US VVV is now sitting next to BTC, ETH, SOL on the screen of every retail trader Pre-Robinhood, you needed Coinbase / Kraken / Bybit, or a Base wallet on Aerodrome — friction the average retail trader doesn't want Now it's: one tap, fiat in, VVV out Most crypto tokens on Robinhood get an immediate liquidity premium that doesn't fade quickly This is a distribution event for the token specifically. Doesn't change the underlying business, but materially changes who can buy. 10. Open source AI as a free upgrade for Venice (and existential threat to the labs) April 2026 alone saw three Chinese open-source models hit frontier capability: GLM-5.1 (Z.ai, April 7) — 58.4 on SWE-Bench Pro, beating GPT-5.4 (57.7) and Claude Opus 4.6 (57.3). 17x cheaper output tokens than Claude Opus . MIT licensed. Kimi K2.6 (Moonshot, April 20) — Leading open-weights model on Artificial Analysis Intelligence Index. 10x cheaper than GPT-5.5 . Modified MIT. DeepSeek V4-Pro (April 24) — 1.6T params, 1M context window, ~80% on SWE-Bench Verified. Roughly 10x cheaper than Claude Opus . MIT. Claude Opus 4.7 (released May 2026) still holds the top of SWE-Bench Pro at 64.3%. But for 80% of inference workloads that don't need absolute frontier capability — coding, writing, analysis, agents, image gen — the open-source models are now "good enough" at 10-17x lower cost. For OpenAI / Anthropic: existential pressure on margins. Their valuations assume premium pricing. For Venice: every open-source release is a free product upgrade . Venice has never spent a dollar on training. GLM-5.1, Kimi K2.6, DeepSeek V4 all integrated within days of release. Zero training capex. Anti-fragile to commoditization. 11. Bear case — actual risks I'm not going to write a one-sided DD. Real risks: Revenue is estimated, not audited. Voorhees has confirmed below $48M ARR (February 2026). VeniceStats provides on-chain burn data you can verify yourself, but cash revenue is reasoned, not reported. Could be lower than estimated. Token contract has upgrade rights. Flagged by GoPlus. Not fully immutable. Venice could in theory modify the contract. Voorhees has reputation skin, but it's a real technical risk. Founder concentration. Erik Voorhees is the company. If he steps back or has a serious issue, the thesis has a real problem. Crypto correlation. VVV is a token. When BTC dumps, VVV dumps. The fundamentals don't care, your unrealized P&L does. Plan accordingly. The labs don't actually collapse. This thesis works in either world (labs collapse OR market bifurcates), but if OpenAI/Anthropic figure out enterprise privacy, agent serving, AND maintain frontier moats, Venice's structural advantage narrows. DIEM could cannibalize cash revenue. When developers buy DIEM on the open market and stake it for API credits, Venice gets zero cash from that usage. Voorhees has said DIEM is "secondary economic layer, not primary revenue," but bears argue it could drain cash flow at scale. Regulatory risk. "Uncensored" and "no retention" are features today, could be regulatory targets tomorrow. EU AI Act and US state privacy regulations are evolving. Enterprise execution risk. Bull case assumes Venice eventually monetizes the enterprise / teams tier. They haven't shipped it yet. Maybe they can't. Token-equity mismatch. Even if Venice the company prints money, value accrual to VVV holders depends on the buy-and-burn programs continuing and scaling. Voorhees could in theory de-emphasize this in favor of equity raises if regulatory environment shifts. 12. Catalysts I'm tracking Few days ago: 3M user milestone (just hit) Robinhood retail flow ongoing (just listed) June 1 : emissions cut to 4M VVV/yr (from 5M) July 1 : emissions cut to 3M VVV/yr (70% reduction from launch) Q3 2026 projected net deflationary (when burns > emissions; total supply starts shrinking) Venice V2 launch — expanded video, agent integrations, marketplace Teams/Enterprise tier launch — comps add 50%+ ARR via enterprise; this is untouched ground for Venice Next major LLM breach — every ChatGPT/Claude breach = free Venice marketing Anthropic IPO (rumored late 2026) — if Anthropic IPOs at $400B+ on $30B ARR, AI infrastructure multiples re-rate up across the board 13. How to actually buy this Not financial advice. Robinhood — easiest. Just listed, US-wide including NY. Buy like any stock. Coinbase , Kraken , Bybit , Gate , Crypto.com , Upbit all have it Aerodrome DEX on Base for spicy degens For staking yield + free Pro app access + DIEM mint mechanics, you need a Base wallet at venice.ai/staking 14. Position summary Extremely Long VVV. The trade in one sentence: A profitable consumer AI company with token throughput growing ~55% MoM and users growing ~15% MoM (accelerating) at a $700M market cap, with the same product surface as OpenAI ($880B) and Anthropic ($1T), with a privacy moat and agent payment system the labs structurally cannot replicate, with three layers of untapped distribution (enterprise tier, paid marketing, partnerships), where the token's float mechanically shrinks every time a customer subscribes. Sources: On-chain burn / supply / staking data: venicestats(dot)com (verify anything yourself) Revenue + user milestones: Erik Voorhees' X account (@ErikVoorhees, u/AskVenice ) Comp valuations: Sacra, The Information, Forge Global, Caplight Open-source model benchmarks: Artificial Analysis, SWE-Bench Pro leaderboard Not financial advice. Do your own DD. submitted by /u/Turbulent-Sky5396 [link] [comments]
reddit · mention · 0.63
I give up - 100k down
2026-05-18T19:46:52+00:00
Not written with AI I’m lost. And at a loss. Closed out all my options positions, deleted the app. The initial losses kept chasing me to “break even” by doubling down but resulted in this absolute nightmare. Thought process in each month was as follows January - Surely the market is so overbought it has to come down more, right? Kept waiting, made 20k in quick puts for HOOD. February - Oh robinhood came down from 150 to 100? It has to bounce from here no doubt about it, went in heavy with calls, it kept coming down, i kept buying more weeklies, it will go back to 100 anytime now 🤦♂️ March, April - Clawed back in selling premium slowly, recovered 120k from the bottom, slow and steady, bought calls on oracle after the downtrend, nvda, coreweave, timed the bottom perfectly on grabbing some calls, got more confident. May - FOMO pushed me to play both side of calls and puts on INTC, TSLA, NVDA and the list you see. Everytime the market would prove me wrong i went ahead and adjusted my strikes, just to watch it go completely the opposite and kept losing one after the other. Which brings us to today, the thought process being - Nvda touched ATH last week with the china trip, TSLA ripped to 450, one good news and we would reverse the friday selloff, especially given the nvda earnings coming up this Wednesday. Went ALL IN just these 2 positions, trying to ‘recover’ the losses from INTC and CRWV. Then as fate would have it sold my calls at the absolute bottom today of 405 in TSLA and 218 in NVDA just to watch them bounce from it minutes later. This is impossible to trade, I am open to suggestions on what to do but pretty sure I’m done with options for the near foreseeable future. DD - now that I am out, watch NVDA and TSLA rip all week and go to all time highs 🫡 you’re welcome. submitted by /u/East_Economy_7602 [link] [comments]
news · primary_subject · 1.00
Robinhood Stock: Focus On Deposit Growth And Net Interest Expansion (NASDAQ:HOOD) - Seeking Alpha
2026-05-17T00:12:44+00:00
Robinhood Stock: Focus On Deposit Growth And Net Interest Expansion (NASDAQ:HOOD) Seeking Alpha
reddit · primary_subject · 1.00
$HOOD (2x) LOSS PORN 85k>15k
2026-05-14T20:09:34+00:00
15k" title="$HOOD (2x) LOSS PORN 85k>15k" /> submitted by /u/Commercial_Lie6428 [link] [comments]
reddit · primary_subject · 0.85
Robinhood Venture Fund I (RVI) at 3x its debut price from March.
2026-05-14T03:09:59+00:00
They launched this at $25 early March and I snagged 1600 shares prerelease. Its been on an absolute tear this past week for some reason peaking over $75/share. Robinhood finally returned the money that I lost when they turned the buy button off of a certain ticker so many years ago. submitted by /u/mags87 [link] [comments]
reddit · primary_subject · 0.85
CNBC Quote of the Day: "Robinhood traders are savvy..."
2026-05-12T14:36:05+00:00
From the article AI super rally has retail investors acting the most aggressive since trading frenzy during Covid ( https://www.cnbc.com/2026/05/12/ai-super-rally-has-retail-investors-acting-the-most-aggressive-since-trading-frenzy-during-covid.html ), I just read this gem: “Robinhood traders are savvy, with a long-standing conviction in tech and innovation names,” said Steve Quirk, chief brokerage officer at Robinhood. “We often see them net buying these tech titans, including the Mag 7, when the opportunity presents itself, and this year is no different.” submitted by /u/TiredTired99 [link] [comments]
reddit · primary_subject · 0.75
MU - Robinhood Overnight (-5.33%)
2026-05-12T01:42:47+00:00
https://preview.redd.it/2188kpel2m0h1.png?width=965&format=png&auto=webp&s=41b7d8f22c85d742a0cd064f3b2e0959e4064f6c Any clue why people are panic selling MU right now? submitted by /u/chaos-organized [link] [comments]
reddit · primary_subject · 0.85
Retail always gets made, here's your chance to be a maker - CEPT -> SECZ the largest asymmetric investment you can make today.
2026-05-11T14:46:20+00:00
The trust floor is roughly 10.43 until the merger closes - currently trades around 12. CEPT is a SPAC that will merge in Q2 of 2026 to become SECZ. Zero warrants - Zero rights. 100% equity rollover - not a single investor cashed out. Investors include Blackrock ARK Morgan Stanley Hamilton Lane Blockchain Capitol Tradeweb Markets Clean PIPE - 225 mill at $10 a share - 22.5 million shares fully committed. This is the largest common-equity PIPE for an operating business in any industry since 2021. No convertible notes, no rescue PIPE. 180 day hard lockup for the remaining sponsor shares. Earn out structure -> 12.5 VWAP - 15 VWAP - 17.50 VWAP So the sponsors only get their shares at a share price of $17.50 - Always a bullish signal, but also a nothing burger by itself imo. 69 Million revenue - up 841% in 9 months 45% EBITDA Margins 4.6 Billion AUM (19.5% tokenized market share but that is irrelevant imo because the addressable market is in the tens of trillions bear case) Management guidance - 110 million year end. The board Sunil Sabharwal - Former US Exec Director at the International Monetary Fund. Brett Redfearn - Former director of the SEC's division of trading and markets Brandon Lutnick - Chairman of Cantor Fitzgerald - Son of Commerce Secretary Howard Lutnick (SPAC Sponsor) Carlos Domingo - PHD in Com Sci - Former CEO of R&D at Telefonica - Founded SECZ in 2017 when he needed the product for his own VC fund. I believe this particularly bullish because a vision is just that. But a need existed in 2017 and he built it, personally I will take that everyday of the week over a vision. Tech Stack Transfer Agent - Mints Tokens and maintains the ownership ledger (SEC registered) Broker-Dealer and ATS - Trade tokenized Securities - SEC registered Investment Advisor - Creates and manages tokenized investment products - SEC registered. Custody FINRA Approved May 4th - First broker dealer approved custody of tokenized securities Atomic Settlement - FINRA approved for Simultaneous exchange of tokenized securities for stable coins (What's financially superior, T +1 or instant?) Underwriting - FINRA approved - Can underwrite tokenized IPOs Securitize currently lends against tokenized collateral - Credit makes money baby 😉 Identity verification - Securitize iD for KYC/AML across the platform. Licensed in the EU (MICA and DLT Pilot Regime), making them the only company authorized for regulated digital securities in the U.S and the EU. DS Protocol - Open source protocol for 3rd party devvies to build on their infrastructure. Importantly this is critical to my thesis - they are building the infrastructure NOT just the application. NYSE - MOU signed with SECZ to make them the first digital transfer agent eligible to mint blockchain native securities. Computershare - Partnership to tokenize shares for approximately 60% of the S&P 500. $70 trillion in U.S equities. BlackRock BUIDL - 2.5b AUM - Largest tokenized treasury fund in the world Bank of New York Mellon Corporation- Custodies for SECZ and the designated Trump accounts going live July 4th 2026 DTCC - Received a SEC no action letter for a 3 year tokenization pilot beginning H2 2026 Robinhood - Building "Robinhood Chain" -> Robinhood is not a transfer agent, so in this case, Robinhood is building their own highway... but SECZ will be building their cars. (SECZ mints the tokens, HOOD distributes them) ONDO - Creates derivative wrappers - not real equity with no SEC registrations to compete with SECZ Coinbase - Exchange agent not a transfer agent. Tokenization Thesis The Fiat system is burning. 39 Trillion in debt. 1 trillion a year in interest payments. Bond 30 year at 5% - The Federal Reserve has reduced rates 175 basis points (bp) (1.75%) - yet the 30 year tailed down only 35 bp 0.35% - That is a massive divergence for anyone with any knowledge of specifically US bonds. The petrodollar is dying - OPEC breaking up - UAE left - Saudi Arabia just stopped Operation Freedom by denying airspace rights. Iran pricing in yuan for China. -300 billion YoY treasury demand. The SWIFT system is dying Asia - China is building the BRICs utilizing the ever growing mBridge. (Iran utilizing it for payment infrastructure for Hormuz straight payments) EU - ECB - Digital Euro (DLT Pilot Regime) - bypasses SWIFT via a CBDC settled by a central bank. Pilot active now - Potential launch in 2027-2028 Project Agora - 7 Central banks + 41 others building a cross border settlement infrastructure across countries. A bridge between national CBDC's and commercial bank money. Sovereign Wealth Fund Canada just launched theirs Explicit SWF EO in Feb 2025 (Didn't fund an officially named SWF but just wait 😉) Secretary of Treasury Bessent stated "We're going to monetize the asset side of the U.S. balance sheet for the American people." - Also failed because his timeline was 12 months from Feb 3rd 2025. - again hear me out. Gold - $42.22 on the fed sheet - Market rate - $4k + (They would never peg gold to a specific price, they would simply revalue gold to the market rate, which is only possible via tokenization) Land Royalties - Again only monetizable via a digital token. Think government gives investment - the receiver gives equity like Intel or future income like MP Materials equity + 30% upside sharing - Any dollar above the $110/kg price floor for NdPr gives the USA 30%. DFC - Development Finance Corporation -(Government Agency) - Ordered to pivot to act as a "Sovereign Wealth Fund". ESF - Exchange Stabilization Fund - Created and FUNDED in 1934 from the "Gold Reserve Act" - The ESF can revalue gold today at the order of Bessent using the precedent that created the fund in 1934. Secretary of Commerce Lutnick Ted Cruz - "Here's the dirty little secret, Trump accounts are Social Security accounts" He continued to state they couldn't privatize SS last time because old people rioted, so this time they are pitching it to babies. Genius Act - Stablecoins must be backed by short term treasuries DTCC - Fall 2026 Tokenization Service for 50 firms. National and Economic Security Fund The SWF is already created, it's just called "National and Economic Security Fund". Made up of Foreign Government contributions like from Japan, South Korea and Taiwan. It also has Corporate Equity stakes - Intel, MP Materials etc, a board Seat with US Steel and like I showed earlier with MP Materials - Revenue Sharing Howard Lutnick is running the National and Economic Security Fund. His son is sponsoring the SPAC CEPT to merge into SECZ to take the company public. SECZ is the only company in the world that has a tech moat, and the regulatory moat to allow for tokenization adoption. What tokenization adoption ultimately does 24/7 stock market trading? Who doesn't love a casino baby! Atomic settlement - INSTANT - No more delays, no more underlying cash needs for multi billion dollar trades on SWIFT Finally we know via the National Security Strategy that they enacting the Monroe Doctrine 2.0 The Latin market is rich with crypto, their societies already happily adopted stablecoins so they could hold a less inflationary asset. The Connection The fiat system is crippling the government with high interest debt, the bond market showcases this debt is increasingly unappetizing this is shown explicitly with tailing yields and decreasing demand. Bond demand is down while supply is massively up. They need to supplement demand with stablecoins because the Genius Act forces treasuries to back those stablecoins. SWIFT is ending as the ledger in its place, stablecoins backed by a digital ledger. A Sovereign Wealth Fund comprised of Revenue generating assets will print digital dollars (stablecoins -> backed by treasuries) thus shoring up the bond market and stabilizing the dollar long term by once again backing it with real value. (Monetized land, rights, equity, gold) Everything in the future will be tokenized, everything now is being tokenized, and the only company that can do it is the SPAC CEPT merging into SECZ. Today it is cheap to buy, yet its floor pre merger is set by a trust a few percent from the current price and post merger it will be set by a market larger than your mom. You want generational wealth? Hold onto the financial infrastructure stock positioned at the center the future financial infrastructure system. O and don't sell, not when it hits $50, not when it hits $2000. Because this company isn't just going to be a multi bagger, it is going to print dividends. In 20 years your Yield on cost will be worthy of another post on WSB. Until then my friends, you are welcome for providing some of the most valuable financial advice you will never read for free. Genuinely this was really hard for me to write up. Because the company doesn't care if you buy it. I don't either, I make the money either way, and frankly a bunch of lads buying in is just going to give me a headache when I see I am up 80% then 200% then 30% cause y'all are just playing options. But I did this anyway because I thought the only people who might read this are the broke baddies with too much time on their hands. So my hope is that a few of you poor lads read this entire thing and goes in on CEPT as well, so that we can both live a lil better in the future. In my opinion reading this entire thing is the most valuable waste of your time today, so you probably should if you care about your monies. My position is 100% of all portfolio's into CEPT. Roughly 2000 shares all combined. Yes I am poor compared to some of you lads. Expectation is anything from a dip to $7 a share to an immediate rip either way - ignore it. Invest at your own risk, I am of the smol brain society. Seriously, buy, hold, forget. submitted by /u/Orkapork [link] [comments]
news · primary_subject · 1.00
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 - Yahoo Finance UK
2026-05-10T15:53:52+00:00
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 Yahoo Finance UK
reddit · primary_subject · 0.75
Robinhood adds short selling
2026-05-10T14:09:05+00:00
submitted by /u/mirbachur [link] [comments]
reddit · primary_subject · 1.00
$HOOD Loss
2026-05-06T22:00:17+00:00
Painful lesson on setting stop losses and not “waiting for the bounce” to break even. submitted by /u/marc_winters [link] [comments]
reddit · primary_subject · 1.00
$HOOD 🚀🚀🚀🦧🚀🚀🔮
2026-05-06T21:36:21+00:00
Da formt sich gerade ein schöner Rebound-Boden aus , könnt rein da !!! 🚀🚀🚀🔮🔮🔮🚀🚀🚀 submitted by /u/Retirement_or_Lambo [link] [comments]
reddit · primary_subject · 0.94
After HOOD , AMD - I bring you MNDY
2026-05-04T17:59:21+00:00
Thesis is very very simple.... Cash on hand ~1.6 Billion $750 million stock buyback still pending Mcap today after the 7% uplift is 3.9 Bil FCF ~280M Short stock relative at all times is ~12% Basically, you are getting a company who wants to buy their own stock and about 20% with the projection. What happens when they squeeze ? - Shorts will cover. I will bet $140 by the end of this year the least. They will annouce API usage pricing in the future and transition to usage based pricing but the revenue will still keep growing 18-19% YOY. Albeit - with this transition they will probably grow more. Most apes will argue - AI will eat their lunch. When it doubles in price from here - don't let me tell you I told you so like the threads below. Position 3K stock at $66.45. Intend to triple it shortly. Here is the HOOD DD when it was around 10. Here is the AMD DD when it was closer to 120 submitted by /u/brilliantzen [link] [comments]
news · primary_subject · 1.00
Robinhood Markets Stock (HOOD) Opinions on Q1 Earnings Report - Quiver Quantitative
2026-05-04T14:07:00+00:00
Robinhood Markets Stock (HOOD) Opinions on Q1 Earnings Report Quiver Quantitative
reddit · mention · 0.64
Worst performing stocks in the S&P 500 (2026 YTD) of course im long HOOD
2026-05-02T16:44:58+00:00
submitted by /u/kex06 [link] [comments]
reddit · primary_subject · 1.00
Will HOOD dip more
2026-05-01T19:42:48+00:00
Robinhood stock went down over $10 after they missed their Q1 earnings. it dropped down to $70, and today it’s around $74. do you guys think that this is the bottom of the dip, or do you think that it is going to dip and go even lower in the near future here? I have invested in HOOD, and am looking to buy more shares because I see this company growing much larger in the future. i want to get the most bang for my buck obviously, so do you guys think right now is the best time or do you know any information that i’m unaware of that may cause it to drop further? submitted by /u/Sufficient-Mood-1781 [link] [comments]
reddit · primary_subject · 1.00
$GOOGL gains make up for me $HOOD losses
2026-04-29T23:25:16+00:00
always the sleeper play but best big tech company imo submitted by /u/anonymouse56 [link] [comments]
reddit · primary_subject · 1.00
I am $HOOD Jesus for the bag holders
2026-04-29T09:45:45+00:00
I have heard your laments, all ye poor bettors turned investors turned bag holders. In light of this dark and disheartening turn of $HOOD fortune, I have placed puts in turn to match your calls. Now assuredly the market shall rapidly reverse in your favor to spite me just as man struggles with the world so I shall save your bags. submitted by /u/MIROXXVIS [link] [comments]
reddit · mention · 0.75
USA / Asien Börse 28/29.04.26 --Asien Mixed- Earnings Robinhood -9% -- Starbucks +5% ---
2026-04-29T04:41:42+00:00
submitted by /u/Superb-Neck-5160 [link] [comments]
Catalyst
Ticket 4A placeholder
Catalyst data is not available yet. This panel is intentionally null-safe and will be populated in 4B.
Timeline
Event timeline
reddit · primary_subject · 0.85
Finally, Algorand is live on Robinhood
2026-05-20T07:06:59+00:00
https://x.com/RobinhoodApp/status/2056858931561926812 submitted by /u/bonnybay [link] [comments]
reddit · comparison · 0.85
Venice AI: $VVV — Profitable B2C AI Company at ~$700M While OpenAI Trades at $880B. Recently Hit 3M Users. Just Listed on Robinhood.
2026-05-19T21:00:53+00:00
Position: long VVV, sized accordingly. TL;DR for the smooth-brained Venice AI is a consumer AI platform. Think ChatGPT or Claude.ai , but private, uncensored, and aggregates 200+ models (frontier + open-source) in one app. Founded May 2024 by Erik Voorhees (founder of ShapeShift). Real company. Profitable. Self-funded. Zero VC. Hit 3 million users recently (May 16, 2026). Growth velocity is accelerating: 1st M took 13 months, 2nd M took 7 months, 3rd M took 3 months. Robinhood just listed VVV. Every retail account on Robinhood can now buy this directly, no crypto wallet, no Coinbase, no friction. Market cap ~$700M. FDV ~1.1B. Estimated ARR ~$30-50M (derived from on-chain burn data; Erik Voorhees confirmed sub-$48M in February). That's ~17-20x revenue/mcap. For comparison: OpenAI trades at 36x ($880B / $24B ARR). Anthropic at 33x secondary ($1T / $30B ARR). Venice is roughly half the multiple — for a profitable company growing faster. Token throughput grew ~8x in 4.5 months (10B/day → 80B/day) — that's ~55% MoM. User count is growing ~15% MoM and accelerating (1M took 13 months, last 1M took 3 months). Revenue is growing somewhere in between. Effectively zero paid marketing or distribution. Got to 3M users on organic + word-of-mouth alone. Enterprise tier doesn't exist yet. The easy growth levers haven't been pulled. 1. What Venice actually is Frame it like an AI company because that's what it is. Three layers stacked: Consumer AI app — Web + mobile. Text, image, video, music, code. Tiers: Pro $18/mo, Pro+ $68/mo, Max $200/mo. Direct competitor to ChatGPT and Claude.ai. 3M+ users. Inference API — OpenAI-compatible API, pay-per-token or DIEM credits. Used by Cursor, Eliza framework, OpenClaw, and 69K+ autonomous agents on the x402 protocol. Tokenized capital structure — VVV holders earn yield and can lock tokens to mint DIEM (perpetual API credits). Revenue funds buybacks that burn VVV. ~42% of current total supply already destroyed. You don't need to care about #3 to understand the trade. It's just how the company's "equity" works. Skip to section 8 for the mechanics if you want. 2. The comp set: this is OpenAI's competitor, not Together AI's Most analyses get this wrong. They compare Venice to API-only B2B companies like Together AI, Fireworks, and OpenRouter. That's the wrong comp set. Those companies are pure inference infrastructure — no consumer app, no consumer brand, no end-user destination. They sell to developers. They're smaller businesses in surface area. Venice has the same product surface as OpenAI and Anthropic: a consumer chat app, a developer API, image/video/music generation, and a flagship brand. The only differences are: Venice doesn't train its own models (uses 200+ from elsewhere) Venice doesn't log your data (architecturally cannot) Venice doesn't censor outputs Venice's "equity" is a tradeable token Now the math: Company Valuation ARR Multiple Loss/Profit Funding raised OpenAI $880B (secondary) ~$24B 36x $13.5B loss H1 2025 $122B raised Anthropic ~$1T (secondary) ~$30B 33x Unprofitable $18B+ raised Venice ~$700M ~$25-50M ~17-20x Profitable $0 raised Venice is roughly half the revenue multiple of OpenAI and Anthropic , profitable while they're each burning $10B+ per year, and self-funded while they've raised a combined $140B in dilutive capital that needs eventual exits. This isn't a "crypto token vs big tech" comparison. It's the same product category, drastically different cap tables and valuations. 3. 3M users hit on May 16 — the growth curve is bending up Venice published the milestone this morning. Source: Voorhees' X account. 0 → 1M users: 13 months (May 2024 → June 2025) 1M → 2M users: 7 months (June 2025 → April 2026) 2M → 3M users: 3 months (April → May 16, 2026) That's not linear growth. Each million is coming faster than the one before. Other on-platform metrics (as of mid-May 2026): ~80 billion tokens/day processed (up from ~10B/day in January — 8x in 4.5 months, ~55% MoM compound rate ) ~8.8M monthly website visits , growing 15% MoM 55,000+ paid subscribers 1M+ daily API calls from developers and agents Track live on-chain data at venicestats(dot)com — it's incredibly detailed. 4. The distribution gap is the bull case (and the reason this hasn't priced in yet) Here's what Venice does NOT have: No enterprise sales team No B2B motion No Google Ads / Meta Ads spend at scale No iOS/Android pre-install partnerships No Microsoft-style distribution deal No celebrity endorsements No content marketing budget of any real size No team or org plan (literally doesn't exist as a tier) Compare to peers: OpenAI : Microsoft partnership, iPhone integration, $13B+ in distribution muscle Anthropic : 1,000+ enterprise sales reps, deals with most Fortune 500 Google Gemini : Pre-installed on billions of devices Venice got to 3 million users on organic growth alone — privacy-conscious users, crypto Twitter, OpenClaw recommendation, word-of-mouth from users avoiding refusals on the big platforms. This is a feature, not a bug, for the bull case. Every easy growth lever the comps already pulled is still untouched here. If Venice launches a teams/enterprise tier (which they've signaled is coming), the comp peers have shown enterprise adds 50%+ to ARR. If they hire an actual marketing leader, paid acquisition could compound the organic curve. The ceiling on user growth is way higher than the floor. This is why the growth rate isn't a fluke — it's happening on hard mode, on organic distribution alone, with throughput growing 4x faster than user count. 5. AI gooning — the $2-4B revenue category the labs structurally refuse to serve WSB will appreciate this section. The AI companion / NSFW market is real and large: AI companion market: $2-4B global revenue in 2026, growing 30-50% CAGR AI girlfriend specifically: projected $2.91B in 2026, $7.15B by 2030 NSFW emotional support segment alone: $1.2B today, growing 32% YoY Character.AI : 20-28M MAU, $50M ARR, Google paid $2.7B to acqui-hire its founders Candy AI : $25M ARR bootstrapped, NSFW-focused, $100M+ valuation Chai AI : $30M+ ARR with 12 employees, leans into the use case Premium NSFW tiers charge $15-99/month (vs $20/mo for normal AI subs) Why does this matter for Venice? OpenAI explicitly refused to enter this market. Sam Altman publicly explored and shelved an "adult mode" for ChatGPT. Anthropic Claude refuses anything spicy. Gemini same. Their enterprise contracts and brand-safety obligations make these use cases structurally off-limits. Venice doesn't have that problem: No content moderation refusals 200+ models including specialized uncensored ones (Venice Uncensored 1.2, Dolphin, Mistral fine-tunes) E2EE mode for users who want true privacy on this content Frontier model quality (you can use Claude or GPT-class capability for roleplay that ChatGPT itself would refuse) This isn't a small niche — it's a meaningful chunk of total AI consumer engagement. Character.AI's average session length was 28 minutes (longer than Instagram) largely driven by this use case. Candy AI built a $25M business on it with zero VC. Venice captures the privacy-and-quality-conscious slice of this market that the big labs literally cannot serve. Erik Voorhees has been explicit that Venice serves the full spectrum of human expression. The market reaction to that has been a 3000% user growth rate. 6. The four privacy modes — privacy as a product, not a policy Most "private AI" products are policy-based ("we promise we won't look at your data"). Venice is architectural. Four distinct modes (per venice.ai/privacy): Anonymous mode — Venice proxies your request to frontier model providers (Claude, GPT, Gemini). Your identity is stripped, but the provider may log content per their own policy. Default for all users. Private mode — Inference on Venice-controlled GPUs or zero-data-retention partners. Contractual privacy guarantees, open-source models only. Default for all users. TEE mode (Pro feature) — Inference runs inside hardware-secured enclaves (Intel TDX, NVIDIA Confidential Computing) operated by NEAR AI Cloud and Phala Network. Not even Venice or the GPU operator can access your prompt. E2EE mode (Pro feature) — Your prompt is encrypted on your device before it leaves. Only the TEE can decrypt it. Every response comes with a cryptographic attestation proving the inference ran in a genuine enclave. Mathematically impossible for anyone to read your data. This is the strongest privacy story in consumer AI. It's been shipping since March 2026. In the same window: OpenAI disclosed a vendor breach exposing user names, emails, locations A ChatGPT vulnerability silently exfiltrated conversation data via DNS side channel A Codex vulnerability gave attackers full read/write access to victims' GitHub 90% of users in a Malwarebytes survey said they don't trust AI with their data 43% specifically stopped using ChatGPT over privacy concerns Every AI breach headline is free marketing for Venice. 7. The agent economy — why "crypto rails" matter for AI This section will get hand-wavy unless you understand what an AI agent actually needs. Bear with me. An AI agent is software that operates autonomously — booking flights, calling APIs, sending payments, executing multi-step tasks without a human at each step. Crypto enables agents to have their own wallets, pay for inference, tools and services without KYC or the restraints of traditional finance. Current state of the agent economy: Coinbase x402 protocol : 165M+ transactions, $50M+ volume, 69,000 active autonomous agents transacting x402 joined the Linux Foundation backed by Microsoft, Google, Mastercard, Stripe, AWS Coinbase Agent.market launched April 21 — an app store for autonomous agents Visa released the Trusted Agent Protocol Google launched AP2 (Agent Payments Protocol) with 60+ partners Mastercard acquired BVNK for $1.8 billion (March 2026) specifically for agent payments McKinsey projects $3-5 trillion in agent-mediated commerce by 2030 The structural problem the labs cannot solve: AI agents literally cannot use OpenAI or Anthropic for serious autonomous work. Brian Armstrong (Coinbase CEO) has said this publicly. Why: KYC — agents have no government ID Account systems — agents can't manually create OpenAI accounts and accept ToS Content policies — refusal-trained models block routine agent tasks Logging — sensitive agent workflows can't go through servers that log everything Billing — subscriptions assume humans; agents need micropayments per call This is what "agents need crypto rails" means. It's not ideological. It's mechanical. An agent cannot call OpenAI's API without a human in the loop. It can call Venice's. Venice has shipped: Autonomous API key creation — an agent stakes VVV, signs a transaction, mints its own API key x402 wallet pay — sub-second stablecoin settlement, no KYC DIEM — a token that grants $1/day of API credits, forever; agent buys some, has predictable compute forever Crypto RPC — agents get inference AND on-chain access through one Venice credential, across 11 chains When McKinsey's $3-5T agent commerce projection hits this decade, those agents are running on inference rails that aren't OpenAI. Venice is the only platform built for this today. 8. Token mechanics + the two buyback engines Here's how the "equity" works in plain English. Supply mechanics: 100M VVV created at genesis (January 2025) ~33.7M permanently burned — that's ~42% of current total supply destroyed (33.7M / ~80M effective supply). Originally a one-time event in March 2025 (unclaimed airdrop + team buyback), now growing every month from the buyback programs below. Trackable on-chain at venicestats(dot)com/burns Annual emissions stepped down: 14M → 10M → 8M → 6M → 5M, scheduled to hit 3M by July 1 68% of circulating supply is staked (locked, not available to sell) Demand mechanics — two buyback engines, both verifiable on-chain: Engine 1: Programmatic per-subscription buyback (live since April 15, upgraded tier-aware April 27) Every new Pro subscription → $2 of VVV bought on the open market and burned Every new Pro+ subscription → $5 burned Every new Max subscription → $10 burned Automatic, on-chain, immediate. No discretion. Engine 2: Discretionary monthly buyback (live since December 2025) Venice ops funds a Safe monthly CoW Protocol's TWAP engine spends the budget hourly over ~30 days VVV purchased on Aerodrome DEX, sent to the burn address Budget: currently roughly $100K/month, scales with revenue surplus Erik Voorhees confirmed this is "tied to revenue surplus" Combined burn rate (per VeniceStats): April 2026: ~$147K burned May 2026: ~$159K burned and growing Trajectory: net deflationary by Q3 2026 (when burns exceed emissions, total supply shrinks) Stock-equivalent translation: This is a company that buys back its own equity from the open market every time a customer subscribes AND runs a separate monthly buyback program from cash flow. 42% of all outstanding shares already retired. 68% of remaining shares locked up. Float is mechanically shrinking while users are growing 15% MoM. DIEM (the second token): Users can lock their staked VVV to mint DIEM. Each DIEM = $1/day of Venice API credits, forever. Tradeable on Aerodrome (~$1,500 per DIEM currently). Acts like a perpetual fixed-yield compute bond. The locking mechanic removes VVV from the tradeable float — a second supply sink on top of buybacks. 9. Robinhood listing — distribution event for retail Robinhood listed VVV for spot trading. New York traders also now have access for the first time. This matters because: Robinhood has ~25M crypto-eligible retail accounts in the US VVV is now sitting next to BTC, ETH, SOL on the screen of every retail trader Pre-Robinhood, you needed Coinbase / Kraken / Bybit, or a Base wallet on Aerodrome — friction the average retail trader doesn't want Now it's: one tap, fiat in, VVV out Most crypto tokens on Robinhood get an immediate liquidity premium that doesn't fade quickly This is a distribution event for the token specifically. Doesn't change the underlying business, but materially changes who can buy. 10. Open source AI as a free upgrade for Venice (and existential threat to the labs) April 2026 alone saw three Chinese open-source models hit frontier capability: GLM-5.1 (Z.ai, April 7) — 58.4 on SWE-Bench Pro, beating GPT-5.4 (57.7) and Claude Opus 4.6 (57.3). 17x cheaper output tokens than Claude Opus . MIT licensed. Kimi K2.6 (Moonshot, April 20) — Leading open-weights model on Artificial Analysis Intelligence Index. 10x cheaper than GPT-5.5 . Modified MIT. DeepSeek V4-Pro (April 24) — 1.6T params, 1M context window, ~80% on SWE-Bench Verified. Roughly 10x cheaper than Claude Opus . MIT. Claude Opus 4.7 (released May 2026) still holds the top of SWE-Bench Pro at 64.3%. But for 80% of inference workloads that don't need absolute frontier capability — coding, writing, analysis, agents, image gen — the open-source models are now "good enough" at 10-17x lower cost. For OpenAI / Anthropic: existential pressure on margins. Their valuations assume premium pricing. For Venice: every open-source release is a free product upgrade . Venice has never spent a dollar on training. GLM-5.1, Kimi K2.6, DeepSeek V4 all integrated within days of release. Zero training capex. Anti-fragile to commoditization. 11. Bear case — actual risks I'm not going to write a one-sided DD. Real risks: Revenue is estimated, not audited. Voorhees has confirmed below $48M ARR (February 2026). VeniceStats provides on-chain burn data you can verify yourself, but cash revenue is reasoned, not reported. Could be lower than estimated. Token contract has upgrade rights. Flagged by GoPlus. Not fully immutable. Venice could in theory modify the contract. Voorhees has reputation skin, but it's a real technical risk. Founder concentration. Erik Voorhees is the company. If he steps back or has a serious issue, the thesis has a real problem. Crypto correlation. VVV is a token. When BTC dumps, VVV dumps. The fundamentals don't care, your unrealized P&L does. Plan accordingly. The labs don't actually collapse. This thesis works in either world (labs collapse OR market bifurcates), but if OpenAI/Anthropic figure out enterprise privacy, agent serving, AND maintain frontier moats, Venice's structural advantage narrows. DIEM could cannibalize cash revenue. When developers buy DIEM on the open market and stake it for API credits, Venice gets zero cash from that usage. Voorhees has said DIEM is "secondary economic layer, not primary revenue," but bears argue it could drain cash flow at scale. Regulatory risk. "Uncensored" and "no retention" are features today, could be regulatory targets tomorrow. EU AI Act and US state privacy regulations are evolving. Enterprise execution risk. Bull case assumes Venice eventually monetizes the enterprise / teams tier. They haven't shipped it yet. Maybe they can't. Token-equity mismatch. Even if Venice the company prints money, value accrual to VVV holders depends on the buy-and-burn programs continuing and scaling. Voorhees could in theory de-emphasize this in favor of equity raises if regulatory environment shifts. 12. Catalysts I'm tracking Few days ago: 3M user milestone (just hit) Robinhood retail flow ongoing (just listed) June 1 : emissions cut to 4M VVV/yr (from 5M) July 1 : emissions cut to 3M VVV/yr (70% reduction from launch) Q3 2026 projected net deflationary (when burns > emissions; total supply starts shrinking) Venice V2 launch — expanded video, agent integrations, marketplace Teams/Enterprise tier launch — comps add 50%+ ARR via enterprise; this is untouched ground for Venice Next major LLM breach — every ChatGPT/Claude breach = free Venice marketing Anthropic IPO (rumored late 2026) — if Anthropic IPOs at $400B+ on $30B ARR, AI infrastructure multiples re-rate up across the board 13. How to actually buy this Not financial advice. Robinhood — easiest. Just listed, US-wide including NY. Buy like any stock. Coinbase , Kraken , Bybit , Gate , Crypto.com , Upbit all have it Aerodrome DEX on Base for spicy degens For staking yield + free Pro app access + DIEM mint mechanics, you need a Base wallet at venice.ai/staking 14. Position summary Extremely Long VVV. The trade in one sentence: A profitable consumer AI company with token throughput growing ~55% MoM and users growing ~15% MoM (accelerating) at a $700M market cap, with the same product surface as OpenAI ($880B) and Anthropic ($1T), with a privacy moat and agent payment system the labs structurally cannot replicate, with three layers of untapped distribution (enterprise tier, paid marketing, partnerships), where the token's float mechanically shrinks every time a customer subscribes. Sources: On-chain burn / supply / staking data: venicestats(dot)com (verify anything yourself) Revenue + user milestones: Erik Voorhees' X account (@ErikVoorhees, u/AskVenice ) Comp valuations: Sacra, The Information, Forge Global, Caplight Open-source model benchmarks: Artificial Analysis, SWE-Bench Pro leaderboard Not financial advice. Do your own DD. submitted by /u/Turbulent-Sky5396 [link] [comments]
reddit · mention · 0.63
I give up - 100k down
2026-05-18T19:46:52+00:00
Not written with AI I’m lost. And at a loss. Closed out all my options positions, deleted the app. The initial losses kept chasing me to “break even” by doubling down but resulted in this absolute nightmare. Thought process in each month was as follows January - Surely the market is so overbought it has to come down more, right? Kept waiting, made 20k in quick puts for HOOD. February - Oh robinhood came down from 150 to 100? It has to bounce from here no doubt about it, went in heavy with calls, it kept coming down, i kept buying more weeklies, it will go back to 100 anytime now 🤦♂️ March, April - Clawed back in selling premium slowly, recovered 120k from the bottom, slow and steady, bought calls on oracle after the downtrend, nvda, coreweave, timed the bottom perfectly on grabbing some calls, got more confident. May - FOMO pushed me to play both side of calls and puts on INTC, TSLA, NVDA and the list you see. Everytime the market would prove me wrong i went ahead and adjusted my strikes, just to watch it go completely the opposite and kept losing one after the other. Which brings us to today, the thought process being - Nvda touched ATH last week with the china trip, TSLA ripped to 450, one good news and we would reverse the friday selloff, especially given the nvda earnings coming up this Wednesday. Went ALL IN just these 2 positions, trying to ‘recover’ the losses from INTC and CRWV. Then as fate would have it sold my calls at the absolute bottom today of 405 in TSLA and 218 in NVDA just to watch them bounce from it minutes later. This is impossible to trade, I am open to suggestions on what to do but pretty sure I’m done with options for the near foreseeable future. DD - now that I am out, watch NVDA and TSLA rip all week and go to all time highs 🫡 you’re welcome. submitted by /u/East_Economy_7602 [link] [comments]
news · primary_subject · 1.00
Robinhood Stock: Focus On Deposit Growth And Net Interest Expansion (NASDAQ:HOOD) - Seeking Alpha
2026-05-17T00:12:44+00:00
Robinhood Stock: Focus On Deposit Growth And Net Interest Expansion (NASDAQ:HOOD) Seeking Alpha
reddit · primary_subject · 1.00
$HOOD (2x) LOSS PORN 85k>15k
2026-05-14T20:09:34+00:00
15k" title="$HOOD (2x) LOSS PORN 85k>15k" /> submitted by /u/Commercial_Lie6428 [link] [comments]
reddit · primary_subject · 0.85
Robinhood Venture Fund I (RVI) at 3x its debut price from March.
2026-05-14T03:09:59+00:00
They launched this at $25 early March and I snagged 1600 shares prerelease. Its been on an absolute tear this past week for some reason peaking over $75/share. Robinhood finally returned the money that I lost when they turned the buy button off of a certain ticker so many years ago. submitted by /u/mags87 [link] [comments]
reddit · primary_subject · 0.85
CNBC Quote of the Day: "Robinhood traders are savvy..."
2026-05-12T14:36:05+00:00
From the article AI super rally has retail investors acting the most aggressive since trading frenzy during Covid ( https://www.cnbc.com/2026/05/12/ai-super-rally-has-retail-investors-acting-the-most-aggressive-since-trading-frenzy-during-covid.html ), I just read this gem: “Robinhood traders are savvy, with a long-standing conviction in tech and innovation names,” said Steve Quirk, chief brokerage officer at Robinhood. “We often see them net buying these tech titans, including the Mag 7, when the opportunity presents itself, and this year is no different.” submitted by /u/TiredTired99 [link] [comments]
reddit · primary_subject · 0.75
MU - Robinhood Overnight (-5.33%)
2026-05-12T01:42:47+00:00
https://preview.redd.it/2188kpel2m0h1.png?width=965&format=png&auto=webp&s=41b7d8f22c85d742a0cd064f3b2e0959e4064f6c Any clue why people are panic selling MU right now? submitted by /u/chaos-organized [link] [comments]
reddit · primary_subject · 0.85
Retail always gets made, here's your chance to be a maker - CEPT -> SECZ the largest asymmetric investment you can make today.
2026-05-11T14:46:20+00:00
The trust floor is roughly 10.43 until the merger closes - currently trades around 12. CEPT is a SPAC that will merge in Q2 of 2026 to become SECZ. Zero warrants - Zero rights. 100% equity rollover - not a single investor cashed out. Investors include Blackrock ARK Morgan Stanley Hamilton Lane Blockchain Capitol Tradeweb Markets Clean PIPE - 225 mill at $10 a share - 22.5 million shares fully committed. This is the largest common-equity PIPE for an operating business in any industry since 2021. No convertible notes, no rescue PIPE. 180 day hard lockup for the remaining sponsor shares. Earn out structure -> 12.5 VWAP - 15 VWAP - 17.50 VWAP So the sponsors only get their shares at a share price of $17.50 - Always a bullish signal, but also a nothing burger by itself imo. 69 Million revenue - up 841% in 9 months 45% EBITDA Margins 4.6 Billion AUM (19.5% tokenized market share but that is irrelevant imo because the addressable market is in the tens of trillions bear case) Management guidance - 110 million year end. The board Sunil Sabharwal - Former US Exec Director at the International Monetary Fund. Brett Redfearn - Former director of the SEC's division of trading and markets Brandon Lutnick - Chairman of Cantor Fitzgerald - Son of Commerce Secretary Howard Lutnick (SPAC Sponsor) Carlos Domingo - PHD in Com Sci - Former CEO of R&D at Telefonica - Founded SECZ in 2017 when he needed the product for his own VC fund. I believe this particularly bullish because a vision is just that. But a need existed in 2017 and he built it, personally I will take that everyday of the week over a vision. Tech Stack Transfer Agent - Mints Tokens and maintains the ownership ledger (SEC registered) Broker-Dealer and ATS - Trade tokenized Securities - SEC registered Investment Advisor - Creates and manages tokenized investment products - SEC registered. Custody FINRA Approved May 4th - First broker dealer approved custody of tokenized securities Atomic Settlement - FINRA approved for Simultaneous exchange of tokenized securities for stable coins (What's financially superior, T +1 or instant?) Underwriting - FINRA approved - Can underwrite tokenized IPOs Securitize currently lends against tokenized collateral - Credit makes money baby 😉 Identity verification - Securitize iD for KYC/AML across the platform. Licensed in the EU (MICA and DLT Pilot Regime), making them the only company authorized for regulated digital securities in the U.S and the EU. DS Protocol - Open source protocol for 3rd party devvies to build on their infrastructure. Importantly this is critical to my thesis - they are building the infrastructure NOT just the application. NYSE - MOU signed with SECZ to make them the first digital transfer agent eligible to mint blockchain native securities. Computershare - Partnership to tokenize shares for approximately 60% of the S&P 500. $70 trillion in U.S equities. BlackRock BUIDL - 2.5b AUM - Largest tokenized treasury fund in the world Bank of New York Mellon Corporation- Custodies for SECZ and the designated Trump accounts going live July 4th 2026 DTCC - Received a SEC no action letter for a 3 year tokenization pilot beginning H2 2026 Robinhood - Building "Robinhood Chain" -> Robinhood is not a transfer agent, so in this case, Robinhood is building their own highway... but SECZ will be building their cars. (SECZ mints the tokens, HOOD distributes them) ONDO - Creates derivative wrappers - not real equity with no SEC registrations to compete with SECZ Coinbase - Exchange agent not a transfer agent. Tokenization Thesis The Fiat system is burning. 39 Trillion in debt. 1 trillion a year in interest payments. Bond 30 year at 5% - The Federal Reserve has reduced rates 175 basis points (bp) (1.75%) - yet the 30 year tailed down only 35 bp 0.35% - That is a massive divergence for anyone with any knowledge of specifically US bonds. The petrodollar is dying - OPEC breaking up - UAE left - Saudi Arabia just stopped Operation Freedom by denying airspace rights. Iran pricing in yuan for China. -300 billion YoY treasury demand. The SWIFT system is dying Asia - China is building the BRICs utilizing the ever growing mBridge. (Iran utilizing it for payment infrastructure for Hormuz straight payments) EU - ECB - Digital Euro (DLT Pilot Regime) - bypasses SWIFT via a CBDC settled by a central bank. Pilot active now - Potential launch in 2027-2028 Project Agora - 7 Central banks + 41 others building a cross border settlement infrastructure across countries. A bridge between national CBDC's and commercial bank money. Sovereign Wealth Fund Canada just launched theirs Explicit SWF EO in Feb 2025 (Didn't fund an officially named SWF but just wait 😉) Secretary of Treasury Bessent stated "We're going to monetize the asset side of the U.S. balance sheet for the American people." - Also failed because his timeline was 12 months from Feb 3rd 2025. - again hear me out. Gold - $42.22 on the fed sheet - Market rate - $4k + (They would never peg gold to a specific price, they would simply revalue gold to the market rate, which is only possible via tokenization) Land Royalties - Again only monetizable via a digital token. Think government gives investment - the receiver gives equity like Intel or future income like MP Materials equity + 30% upside sharing - Any dollar above the $110/kg price floor for NdPr gives the USA 30%. DFC - Development Finance Corporation -(Government Agency) - Ordered to pivot to act as a "Sovereign Wealth Fund". ESF - Exchange Stabilization Fund - Created and FUNDED in 1934 from the "Gold Reserve Act" - The ESF can revalue gold today at the order of Bessent using the precedent that created the fund in 1934. Secretary of Commerce Lutnick Ted Cruz - "Here's the dirty little secret, Trump accounts are Social Security accounts" He continued to state they couldn't privatize SS last time because old people rioted, so this time they are pitching it to babies. Genius Act - Stablecoins must be backed by short term treasuries DTCC - Fall 2026 Tokenization Service for 50 firms. National and Economic Security Fund The SWF is already created, it's just called "National and Economic Security Fund". Made up of Foreign Government contributions like from Japan, South Korea and Taiwan. It also has Corporate Equity stakes - Intel, MP Materials etc, a board Seat with US Steel and like I showed earlier with MP Materials - Revenue Sharing Howard Lutnick is running the National and Economic Security Fund. His son is sponsoring the SPAC CEPT to merge into SECZ to take the company public. SECZ is the only company in the world that has a tech moat, and the regulatory moat to allow for tokenization adoption. What tokenization adoption ultimately does 24/7 stock market trading? Who doesn't love a casino baby! Atomic settlement - INSTANT - No more delays, no more underlying cash needs for multi billion dollar trades on SWIFT Finally we know via the National Security Strategy that they enacting the Monroe Doctrine 2.0 The Latin market is rich with crypto, their societies already happily adopted stablecoins so they could hold a less inflationary asset. The Connection The fiat system is crippling the government with high interest debt, the bond market showcases this debt is increasingly unappetizing this is shown explicitly with tailing yields and decreasing demand. Bond demand is down while supply is massively up. They need to supplement demand with stablecoins because the Genius Act forces treasuries to back those stablecoins. SWIFT is ending as the ledger in its place, stablecoins backed by a digital ledger. A Sovereign Wealth Fund comprised of Revenue generating assets will print digital dollars (stablecoins -> backed by treasuries) thus shoring up the bond market and stabilizing the dollar long term by once again backing it with real value. (Monetized land, rights, equity, gold) Everything in the future will be tokenized, everything now is being tokenized, and the only company that can do it is the SPAC CEPT merging into SECZ. Today it is cheap to buy, yet its floor pre merger is set by a trust a few percent from the current price and post merger it will be set by a market larger than your mom. You want generational wealth? Hold onto the financial infrastructure stock positioned at the center the future financial infrastructure system. O and don't sell, not when it hits $50, not when it hits $2000. Because this company isn't just going to be a multi bagger, it is going to print dividends. In 20 years your Yield on cost will be worthy of another post on WSB. Until then my friends, you are welcome for providing some of the most valuable financial advice you will never read for free. Genuinely this was really hard for me to write up. Because the company doesn't care if you buy it. I don't either, I make the money either way, and frankly a bunch of lads buying in is just going to give me a headache when I see I am up 80% then 200% then 30% cause y'all are just playing options. But I did this anyway because I thought the only people who might read this are the broke baddies with too much time on their hands. So my hope is that a few of you poor lads read this entire thing and goes in on CEPT as well, so that we can both live a lil better in the future. In my opinion reading this entire thing is the most valuable waste of your time today, so you probably should if you care about your monies. My position is 100% of all portfolio's into CEPT. Roughly 2000 shares all combined. Yes I am poor compared to some of you lads. Expectation is anything from a dip to $7 a share to an immediate rip either way - ignore it. Invest at your own risk, I am of the smol brain society. Seriously, buy, hold, forget. submitted by /u/Orkapork [link] [comments]
news · primary_subject · 1.00
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 - Yahoo Finance UK
2026-05-10T15:53:52+00:00
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 Yahoo Finance UK
reddit · primary_subject · 0.75
Robinhood adds short selling
2026-05-10T14:09:05+00:00
submitted by /u/mirbachur [link] [comments]
reddit · primary_subject · 1.00
$HOOD Loss
2026-05-06T22:00:17+00:00
Painful lesson on setting stop losses and not “waiting for the bounce” to break even. submitted by /u/marc_winters [link] [comments]
reddit · primary_subject · 1.00
$HOOD 🚀🚀🚀🦧🚀🚀🔮
2026-05-06T21:36:21+00:00
Da formt sich gerade ein schöner Rebound-Boden aus , könnt rein da !!! 🚀🚀🚀🔮🔮🔮🚀🚀🚀 submitted by /u/Retirement_or_Lambo [link] [comments]
reddit · primary_subject · 0.94
After HOOD , AMD - I bring you MNDY
2026-05-04T17:59:21+00:00
Thesis is very very simple.... Cash on hand ~1.6 Billion $750 million stock buyback still pending Mcap today after the 7% uplift is 3.9 Bil FCF ~280M Short stock relative at all times is ~12% Basically, you are getting a company who wants to buy their own stock and about 20% with the projection. What happens when they squeeze ? - Shorts will cover. I will bet $140 by the end of this year the least. They will annouce API usage pricing in the future and transition to usage based pricing but the revenue will still keep growing 18-19% YOY. Albeit - with this transition they will probably grow more. Most apes will argue - AI will eat their lunch. When it doubles in price from here - don't let me tell you I told you so like the threads below. Position 3K stock at $66.45. Intend to triple it shortly. Here is the HOOD DD when it was around 10. Here is the AMD DD when it was closer to 120 submitted by /u/brilliantzen [link] [comments]
news · primary_subject · 1.00
Robinhood Markets Stock (HOOD) Opinions on Q1 Earnings Report - Quiver Quantitative
2026-05-04T14:07:00+00:00
Robinhood Markets Stock (HOOD) Opinions on Q1 Earnings Report Quiver Quantitative
reddit · mention · 0.64
Worst performing stocks in the S&P 500 (2026 YTD) of course im long HOOD
2026-05-02T16:44:58+00:00
submitted by /u/kex06 [link] [comments]
reddit · primary_subject · 1.00
Will HOOD dip more
2026-05-01T19:42:48+00:00
Robinhood stock went down over $10 after they missed their Q1 earnings. it dropped down to $70, and today it’s around $74. do you guys think that this is the bottom of the dip, or do you think that it is going to dip and go even lower in the near future here? I have invested in HOOD, and am looking to buy more shares because I see this company growing much larger in the future. i want to get the most bang for my buck obviously, so do you guys think right now is the best time or do you know any information that i’m unaware of that may cause it to drop further? submitted by /u/Sufficient-Mood-1781 [link] [comments]
reddit · primary_subject · 1.00
$GOOGL gains make up for me $HOOD losses
2026-04-29T23:25:16+00:00
always the sleeper play but best big tech company imo submitted by /u/anonymouse56 [link] [comments]
reddit · primary_subject · 1.00
I am $HOOD Jesus for the bag holders
2026-04-29T09:45:45+00:00
I have heard your laments, all ye poor bettors turned investors turned bag holders. In light of this dark and disheartening turn of $HOOD fortune, I have placed puts in turn to match your calls. Now assuredly the market shall rapidly reverse in your favor to spite me just as man struggles with the world so I shall save your bags. submitted by /u/MIROXXVIS [link] [comments]
reddit · mention · 0.75
USA / Asien Börse 28/29.04.26 --Asien Mixed- Earnings Robinhood -9% -- Starbucks +5% ---
2026-04-29T04:41:42+00:00
submitted by /u/Superb-Neck-5160 [link] [comments]
reddit · mention · 0.52
HOOD Earnings First Shareholder Question Wasted on a Dividend Boomer
2026-04-28T21:28:49+00:00
"oh man we sure do love our dividend investors, anyway speaking of dividends we're going to pay them out as early as 3 weeks early" -- vlad on the outside "why did we waste this slot with this question" -- vlad on the inside submitted by /u/PathMobile [link] [comments]
reddit · mention · 0.64
Damn just got robbed in the HOOD
2026-04-28T20:31:33+00:00
submitted by /u/0nth3sp3ctrum [link] [comments]
reddit · primary_subject · 0.85
Robinhood stock slumps as Q1 earnings miss analyst estimates amid 2026 crypto slump
2026-04-28T20:20:05+00:00
Robinhood said on Tuesday that profits rose 3% in the first three months of 2026, boosted by prediction market and options trading The financial app reported first quarter profits of $346 million, or $0.38 per share, while net revenue rose 15% from the first quarter of last year to $1.07 billion. Both figures came in short of analyst estimates. Robinhood shares tumbled over 5% in after-hours trading on Tuesday. https://finance.yahoo.com/markets/article/robinhood-stock-slumps-as-q1-earnings-miss-analyst-estimates-amid-2026-crypto-slump-201632322.html submitted by /u/app1310 [link] [comments]
reddit · primary_subject · 0.94
22k Yolo on HOOD
2026-04-28T19:57:00+00:00
https://preview.redd.it/t0xqq1g7lzxg1.png?width=1257&format=png&auto=webp&s=788e832e169bcb0ee9ae18fd733136023d607cc2 Buying HOOD to get out of the HOOD. submitted by /u/iiGoodVibesii [link] [comments]
reddit · primary_subject · 0.75
Was denkt ihr so über robinhood? Heute earnings
2026-04-28T12:23:11+00:00
submitted by /u/Free-Solution9730 [link] [comments]
reddit · primary_subject · 0.85
Robinhood EU keeps "pausing" trading $POET and other stock (tokens)
2026-04-28T09:31:51+00:00
Just recently Robinhood has launched a subsiduary registered in lithuania (Europe). Multiple times already they have "paused" trading in the stock " tokens " of $POET. THEY ALSO DONT OFFER REAL STOCKS BUT STOCK TOKENS IN EUROPE. They describe it as follows: "Stock tokens are derivative contracts between you and Robinhood that reflect the price of a share or an exchange-traded fund, without granting rights to the underlying shares. Stock tokens carry significant risks and investors can lose up to the full amount of their invested capital. See Description of Services, Financial Instruments and Risks and the Important Information Document." This is possible the biggest fleece waiting to happen? They sell "tokens", complex derivates tied to the value of stocks to young investors/traders. Without actually selling them the stocks. The stocks are held by Robinhood in the US. Meaning they are the owners of the stock. Also when the tokens fail, for whatever reason, they claim that this risk is for the investor! WHAT THE ACTUAL F@$!%@ submitted by /u/No-Delivery-7048 [link] [comments]
reddit · mention · 0.64
HOOD Earnings
2026-04-28T08:25:56+00:00
Was denkt ihr? Call oder Put? Oder Finger weg davon? submitted by /u/PapayaExciting6062 [link] [comments]
reddit · mention · 1.00
Earnings Week: Best Long Call Picks?
2026-04-25T18:02:31+00:00
Based on the highest earnings (AND BEST MARKET RESPONSE) in the last three earnings… Who are you betting the house on each day, in a long call?? My own “don’t be dumb” structure: Buying slightly ITM or near, not OTM, to try a mitigate any IV crush immediately after earnings. 😖😣 My long calls on earnings, tell me yours or why I’m wrong: Monday: $VS with a backup $CLS Tuesday: $V primary pick with a wildcard $HOOD and a better choice $BE Wednesday: HELL of a day! In order $MSFT $META $AMZN Thursday: $MA and expensive backup consideration $LLY Friday: $LIN and $XOM Looking forward submitted by /u/941VetInTech [link] [comments]
reddit · mention · 0.85
I am the dumbass of the day. I fucked up and shorted 950 shares of Intel at $76.25 on Robinhood . Dick stuck in toaster. Please advise.
2026-04-24T00:54:51+00:00
TL;DR: The fucking Robinhood app glitched and I only noticed 15 minutes later. What are the odds of this stupid shit going back down so I can make my money back? FUCK!!! submitted by /u/vyncexII [link] [comments]
news · primary_subject · 1.00
Why Robinhood (HOOD) Shares Are Trading Lower Today - Yahoo Finance
2026-04-22T01:01:00+00:00
Why Robinhood (HOOD) Shares Are Trading Lower Today Yahoo Finance
reddit · primary_subject · 1.00
$HOOD is the new household name ~44k YOLO
2026-04-20T15:04:58+00:00
https://preview.redd.it/53u5ornf1dwg1.png?width=2808&format=png&auto=webp&s=872f0afcc78a165c328423d494f7a7fd10cc3bb6 https://preview.redd.it/qjw6m43h1dwg1.png?width=2812&format=png&auto=webp&s=5fadc88410bdbca48c6ff4f53682ba1de9a2a7b1 my barber is using $hood, everyone and their nannies have the $hood card. i don't need additional proof. $44,600 starting position in $hood see you at Wendy's submitted by /u/asagi_lumina [link] [comments]
reddit · mention · 0.64
HOOD YOLO
2026-04-19T02:29:39+00:00
I am cooked. Thanks for listening to my Ted talk ❤️ submitted by /u/pltrweeb [link] [comments]
reddit · primary_subject · 0.94
I bottom, fished HOOD on the 13th and successfully exited today with a profit of 24.17%
2026-04-16T17:19:37+00:00
A few days ago, I saw that the U.S. Securities regulatory agency canceled the rule that required day trading accounts to maintain a $25,000 margin. This restriction was replaced with a more flexible margin system. This change is considered a huge benefit for retail traders because it expanded the participation threshold for day trading activities. At that time, I used my usual strategy to screen stocks, studied HOOD technical and fundamental aspects, and decisively entered the position. As of today, I have earned a total profit of 24.17%, nearly $40,000, and this trade executed perfectly. submitted by /u/RudeLabshh [link] [comments]
reddit · comparison · 0.85
some of my current bullish positions. lets see how it plays out.
2026-04-16T05:49:50+00:00
Been meaning to write this up properly for a while. IONQ I've been watching quantum computing for two years waiting for a reason to size up beyond a lottery ticket. This week gave me three in 48 hours: DARPA HARQ contract, Nvidia releasing open-source quantum AI models, and IonQ actually demonstrating that two independent quantum systems can be linked together (photonic interconnect). That last one matters because the whole "quantum advantage" thesis has always been bottlenecked by scale and this is the first real signal that networked quantum architecture works. Fundamentals held up too. Revenue 3x'd year-over-year to $130M. $370M backlog. Earnings May 6. 12 analysts with Strong Buy consensus and ~$67-69 average target vs. ~$45 current price. UPST + PGY I'm grouping these because they're both AI lending plays that got absolutely wrecked in early 2026, and both look compelling to me for different reasons. Upstart: The AI model now has 2,500+ data points trained on 50M+ repayment events. 91% of loans are fully automated. They hit GAAP profitability last year ($53.6M net income, swung from a $128.5M loss). Now they're applying for a national bank charter to start accepting deposits if that plays out, the business model changes completely. Stock is still down ~40% YTD. Earnings May 5. Pagaya: Trading at $13-14 with a $33 price target from Benchmark and $22 from Citizens. Revenue grew 26% to $1.3B last year. Adjusted EBITDA up 76% to $371M. They just closed a $600M AAA rated personal loan ABS transaction. The DCF models suggest this is trading at a massive discount to intrinsic value. Honestly the name just doesn't have the retail hype and I think that's why it's cheap. RDDT Reddit is the only social media platform that owns 20 years of authentic, self-organized community knowledge. Every major AI company needs training data and Reddit is a direct line to that. Data licensing revenue is real and growing. The ad business is early relative to where Facebook was at a similar stage in its monetization timeline. At $157, it's down significantly from its $282 high and the fundamentals haven't gotten worse just sentiment has. HOOD The catalyst I didn't fully model before: the SEC removing the $25K PDT rule. That's massive for Robinhood specifically. Their user base is exactly the retail traders who were capped by that requirement. Beyond that: Trump Accounts (seeded federal savings accounts for every child born 2025-2028) with Robinhood as the selected infrastructure provider. 24-hour trading with ~1,000 symbols. $350M annualized revenue from prediction markets. Bernstein projects prediction market volumes at $1T by 2030 and called HOOD one of the early leaders. COIN Simple thesis: regulatory environment is more favorable than any time in the last 5 years. Coinbase is the most liquid, most compliant, most institutionally trusted crypto exchange in the US. They're expanding into prediction markets via Kalshi and into tokenized assets in Europe. Every time crypto has a real bull leg, COIN amplifies it. Stock is at $197, well off the $444 high. Probably mid-cycle here. BMNR This one's unusual. Bitmine started as a Bitcoin miner and pivoted to an Ethereum treasury strategy the MicroStrategy model, but for ETH. They now hold 4.875M ETH (4% of total supply). They're generating $212M/year in annualized staking revenue just from staked positions, which is income BTC holders don't get. NYSE uplisted April 9. $4B buyback authorized. Backed institutionally by ARK, Founders Fund, Pantera, Galaxy. The bear case is obviously ETH price risk and single-asset concentration. The bull case is ETH recovering, staking yield compounding, and BMNR trading closer to NAV rather than the discount it currently sits at. Not a financial advisor. This is just my reasoning. Happy to discuss any of these in the comments. submitted by /u/Sudden-Duty312 [link] [comments]
reddit · primary_subject · 1.00
Robinhood stock jumps as SEC scraps $25K pattern day trader rule
2026-04-15T12:56:21+00:00
https://www.investing.com/news/stock-market-news/robinhood-stock-jumps-as-sec-scraps-25k-pattern-day-trader-rule-4615057 Investing.com -- Robinhood Markets (NASDAQ:HOOD) shares rose 6% Wednesday, building on Tuesday’s 10% gain after the Securities and Exchange Commission approved the elimination of restrictive pattern day trader rules. The SEC gave approval Tuesday for sweeping changes to restrictions on day-trading activity by retail investors, a move welcomed by retail brokers. Webull shares also climbed 6% on the news. The Financial Industry Regulatory Authority had proposed reworking the pattern day trading rule, which currently prohibits traders from making more than four day-trades in a five-day period if their margin account holds less than $25,000 in assets. Under the new framework, margin standards will require customers to maintain sufficient equity in their accounts to cover their current risk exposure. These standards will apply to all investors rather than targeting only those with smaller accounts. Public feedback "overwhelmingly supported" the plan, which includes the "elimination of the $25,000 minimum equity requirements and definition of pattern day trader," SEC Assistant Secretary Sherry Haywood wrote in an order. The regulatory change is expected to benefit retail brokers like Robinhood and Webull by potentially increasing trading activity among smaller investors who were previously restricted by the $25,000 threshold. The pattern day trader rule has been in place for years as a measure to protect inexperienced traders from excessive risk-taking in margin accounts, but it was viewed as outdated and overly restrictive. submitted by /u/AccelerationFinish [link] [comments]
reddit · comparison · 0.85
Reddit's 2026 Stock Picks - Q1ish Update
2026-04-13T16:40:36+00:00
At the beginning of the year, I made a post that outlined the top 30 recommended stocks from a variety on posts on a few investing subreddits that had highly commented topics regarding 2026 recommendations. In that post, a bunch of people asked for regular updates so here I am with the first one. I wanted to do this right after Q1 but I'm a bit late due to laziness. If you just want to see the stocks and data yourself, the google sheet is right here . Note that sometimes the formulas get busted for a few minutes so if you see a bunch of #N/As in certain spots, that's likely a google issue. Now to the meat of the post. As of right now, the YTD performance of the SPY from market open 1/2/2026 is -0.64%. How is reddit doing? Not too bad, so far, based on average return. Top 10 stocks = +10.44% Top 20 stocks = +1.93% Top 30 stocks = -0.73% That means if you have a concentrated bet on reddit's top 10 recommended stocks, you're doing pretty well relative to the market(for now as this portfolio has been very volatile) and even the top 20 beats the S&P while the top 30 is right on top of it. Here are the top 5 performers so far: Nebius(NBIS) up 80% Planet Labs(PL) up 74% Intuitive Machines(LUNR) up 44.6% Micron(MU) up 39.9% AST Space Mobile(ASTS) up 30.7% Here are the bottom 5 performers so far: UiPath(PATH) down 39.7% Robinhood(HOOD) down 38.9% Sofi(SOFI) down 37.5% Reddit(RDDT) down 36.8% The Metals Company(TMC) down 28.2% Overall, 14 of the stocks are up while 16 are down but the heavy winners like NBIS are carrying the burden of the portfolio. Right now concentration has helped the top 10 stocks but there was a point during the first three months where that portfolio trailed the S&P 500 by more than 10% and it's mainly the recent surge of NBIS that is driving positive returns against the S&P today. Are you buying any of these stocks currently and do you think Reddit's suggestion can actually beat the market once the year is done or will the volatile nature of this portfolio get ultra crushed if the market corrects more than it has. submitted by /u/timeinthemarket [link] [comments]
reddit · mention · 0.52
COINBASE / ROBINHOOD PLAY
2026-04-12T07:58:40+00:00
COIN/HOOD plan — even if CLARITY stalls, both should still benefit from a risk-on move if Iran de-escalates. Here’s my ladder strategy. Expecting 30-150% move in 12 months, depending on which tailwinds hit (Iran situation deescalating, Clarity Act passing, BTC rallying, rate cuts) submitted by /u/Firehobo101 [link] [comments]
news · primary_subject · 1.00
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - Yahoo Finance
2026-04-10T11:34:44+00:00
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks Yahoo Finance
news · primary_subject · 1.00
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - StockStory
2026-04-10T09:08:58+00:00
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks StockStory
reddit · mention · 1.00
SpaceX in talks to favor E*Trade over Robinhood and SoFi for retail IPO shares
2026-03-30T20:38:58+00:00
Source: https://finance.yahoo.com/markets/stocks/articles/robinhood-reportedly-cut-blockbuster-spacex-200711229.html As per the latest Reuters report, Elon Musk's rocket-making giant SpaceX is reportedly choosing Morgan Stanley's E*Trade to go public later this year. But this means two of Wall Street’s biggest brokerages, Robinhood Markets (Nasdaq: HOOD) and SoFi Technologies (Nasdaq: SOFI), will miss out on the biggest IPO of history, according to two people familiar with the matter. SpaceX gears up for IPO SpaceX is one of the world's top space technology companies. The rocket maker has held Bitcoin (BTC) since 2021 and currently holds 8,285 coins on its balance sheet. The company is expected to launch its initial public offering (IPO) this year, and as per the latest Reuters report, E*Trade could secure the majority of retail allocation for the IPO. Morgan Stanley is a lead underwriter on the deal and is expected to route a significant portion of shares set aside for small U.S. retail investors through the brokerage platform E*Trade, which it acquired in 2020, the report said. Fidelity Investments is also in the race to distribute some of the SpaceX shares, the report added. SpaceX is considering setting aside up to 30% of its shares for retail investors, and a significant portion of that allocation is expected to go to private wealth and high-net-worth clients. Robinhood, SoFi reportedly out of race Robinhood is a Menlo Park, California-based e-trading platform that is known for its stock, cryptocurrency, and tokenized stock offerings. Founded by Stanford graduates Vladimir Tenev and Baiju Bhatt in 2013, the company has emerged as a popular broker. Founded in 2011, SoFi Technologies, Inc. (Nasdaq: SOFI) is an American fintech company that became the first nationally chartered bank in the U.S. to launch cryptocurrency trading for retail customers in November last year. Its brokerage platform is popular among investors. Both companies are reportedly out of the SpaceX IPO race as per the Reuters report. The HOOD stock was trading 2% lower at $64.88 at press time, and the SOFI stock was trading 1% lower at $150.07. submitted by /u/callsonreddit [link] [comments]
reddit · primary_subject · 1.00
Started shopping early $HOOD
2026-03-30T18:04:53+00:00
I might be regarded submitted by /u/ILikeCorgiButt [link] [comments]
reddit · primary_subject · 0.75
Robinhood stock dips on SpaceX IPO share sale
2026-03-30T16:34:40+00:00
submitted by /u/toydan [link] [comments]
reddit · primary_subject · 1.00
Peak $HOOD incompetence
2026-03-28T02:02:37+00:00
how do they mess up sending ONE email to ONE person? Unfortunately it's real and happened to me.. "It was the best of times, it was the worst of times..." submitted by /u/RossPG [link] [comments]
Alerts
Ticker alerts
HOOD · early_signal · 0.63
I am the dumbass of the day. I fucked up and shorted 950 shares of Intel at $76.25 on Robinhood . Dick stuck in toaster. Please advise.
2026-04-24T00:54:51+00:00
HOOD: I am the dumbass of the day. I fucked up and shorted 950 shares of Intel at $76.25 on Robinhood . Dick stuck in toaster. Please advise. (early_signal, score 0.63)
HOOD · early_signal · 0.59
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 - Yahoo Finance UK
2026-05-10T15:53:52+00:00
HOOD: Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026 - Yahoo Finance UK (early_signal, score 0.59)
Risk flags: no_catalyst
HOOD · early_signal · 0.50
$HOOD 🚀🚀🚀🦧🚀🚀🔮
2026-05-06T21:36:21+00:00
HOOD: $HOOD 🚀🚀🚀🦧🚀🚀🔮 (early_signal, score 0.50)
Risk flags: rumor, no_catalyst
HOOD · early_signal · 0.61
2 of the Most Owned Stocks on Robinhood Also Have at Least 50% Upside, According to Wall Street - Yahoo Finance
2026-04-12T12:50:00+00:00
HOOD: 2 of the Most Owned Stocks on Robinhood Also Have at Least 50% Upside, According to Wall Street - Yahoo Finance (early_signal, score 0.61)
Risk flags: no_catalyst
HOOD · early_signal · 0.65
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - StockStory
2026-04-10T09:08:58+00:00
HOOD: Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - StockStory (early_signal, score 0.65)
Risk flags: no_catalyst
HOOD · early_signal · 0.51
Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - StockStory
2026-04-10T09:08:58+00:00
HOOD: Q4 Rundown: Robinhood (NASDAQ:HOOD) Vs Other Financial Technology Stocks - StockStory (early_signal, score 0.51)
Risk flags: no_catalyst
HOOD · early_signal · 0.57
Robinhood Markets Earnings Preview: What to Expect - Yahoo Finance
2026-04-08T14:07:34+00:00
HOOD: Robinhood Markets Earnings Preview: What to Expect - Yahoo Finance (early_signal, score 0.57)
Risk flags: no_catalyst
HOOD · early_signal · 0.57
BNY Mellon, Robinhood's Trump Accounts collab; Strategy buys more bitcoin - Yahoo Finance
2026-04-06T18:18:24+00:00
HOOD: BNY Mellon, Robinhood's Trump Accounts collab; Strategy buys more bitcoin - Yahoo Finance (early_signal, score 0.57)
Risk flags: no_catalyst