The Compound on $HOOD (Oct 27, 2026)
HOOD's multiple revenue lines are impressive, but crypto revenue fell by roughly 50% in one year and crypto remains the foundation, which the speaker dislikes. He is optimistic because customers are sticky and unlikely to move to Schwab, yet the chart looks very bad and he does not want to buy.
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Robin Hood released its reports after trading hours. The stock is up 5% now, but I don't really care about that for the purposes of what I'm about to say . I feel that every quarter it's like this: "My God, they have seven different lines of business generating $100 million in revenue."
Now the number is nine . Last time it was 11. Now it's 14. I don't know what the latest additions are, but it's really impressive.
Well, they have one market that matters a lot, and it's very bad. Cryptocurrencies, I think cryptocurrency revenues have dropped by 50% or something like that . Yes, they lost half of their revenue in one year .
Yes. So, that's the market that matters the most . I know they're talking about 24- hour forecasting markets. No one really participates in prediction markets. If they do, they are betting on cryptocurrency prices.
Cryptocurrencies, then cryptocurrencies, then cryptocurrencies. Don't let any other talk deceive you. They are not in the wealth management business in any substantial way that generates profits for them.
Stock trading is free. Yeah, pay- per-order is literally a business that operates on fractions of a penny. Options trading is huge, but cryptocurrencies are the foundation.
Okay, let 's move on to the mysterious graph and then we'll leave. Give me my graph. Good. The company announced its profits today. Oh. Oh, today? Yes. Oh, is that Sherwin- Williams?
no. " Robin Hood"? The prices have left a visible mark there. What did you say? " Robin Hood"? Give this man a cigar. Thank you. The audience is bursting with enthusiasm. It does n't look, it doesn't look great.
It looks very bad, which of course means it's about to rise, according to the logic of 2026. Ah, Bitcoin doesn't look as bad as it did earlier this year when this thing actually crashed.
Bitcoin in the 1970s and 1980s. I mean, it's not that bad . I don't really know what's bothering this stock, but I want to be optimistic about it because I think they have a bright future.
I just hate how important cryptocurrency is to this story. I think, I think, I think the works of "Robin Hood" are in excellent condition. The arrow, the arrow really looks ugly .
I don't want to buy this . Man, the customers will never leave. Yes, I don't want to buy this. This, this is the optimistic part about "Robin Hood", is that they're not going anywhere.
They won't suddenly move to " Schwab". I mean, I don't think that will happen. The active trader. Perhaps as people get older they will compete with other brokers for clients, but I just think there is a Robin Hood trader and a Robin Hood trader trades on a Robin Hood.
That's just what I think. People don't transfer their accounts. You are mostly right about that. That's what I think. But I cannot like him.