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🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice

🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice

211,167 views • 25 days ago

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

110,255 views • 25 days ago

🚨 FULL INTERVIEW: Devin Ryan (Devin Ryan), Head of Fintech Research at Citizens Devin is one of Wall Street's biggest $HOOD bulls and the lead analyst covering Robinhood at Citizens ($155 PT, Market Outperform) The heart of Devin's long-term $HOOD thesis is his belief that AI agents will drive a 10X+ increase in retail trading volume 🤯 -- and that Robinhood is best-positioned to capitalize on this shift. He also lays out his super-app thesis, talks Robinhood vs. SoFi, and discusses the math that could carry Robinhood toward $40-50B of revenue and a $500B+ valuation within a decade. The conversation closes on prediction markets, gambling optics, and what the biggest $HOOD bear case is today. Thanks so much to Devin Ryan for coming on the show. Fantastic episode. 01:26 - Devin's grade for Q2: A-minus 05:19 - Trump accounts in July 08:24 - Agents will multiply trading volumes by 10x 18:42 - When will more than 50% of stock market activity be agents? 22:30 - What a financial super app actually means 26:41 - Robinhood vs SoFi 29:33 - Largest financial company in 10 yrs 30:36 - Tokenization unlocks trapped capital 32:40 - The path to $50B revenue for $HOOD 37:35 - The institutional business nobody sees 38:47 - Prediction markets beyond sports 42:38 - Regulation and the gambling label 48:15 - The strongest bear case 51:08 - Memecoins 53:53 - Nobody is modeling perps or agentic trading 56:49 - Why having a founder / CEO matters Citizens disclosures below

🚨 FULL INTERVIEW: Devin Ryan (Devin Ryan), Head of Fintech Research at Citizens Devin is one of Wall Street's biggest $HOOD bulls and the lead analyst covering Robinhood at Citizens ($155 PT, Market Outperform) The heart of Devin's long-term $HOOD thesis is his belief that AI agents will drive a 10X+ increase in retail trading volume 🤯 -- and that Robinhood is best-positioned to capitalize on this shift. He also lays out his super-app thesis, talks Robinhood vs. SoFi, and discusses the math that could carry Robinhood toward $40-50B of revenue and a $500B+ valuation within a decade. The conversation closes on prediction markets, gambling optics, and what the biggest $HOOD bear case is today. Thanks so much to Devin Ryan for coming on the show. Fantastic episode. 01:26 - Devin's grade for Q2: A-minus 05:19 - Trump accounts in July 08:24 - Agents will multiply trading volumes by 10x 18:42 - When will more than 50% of stock market activity be agents? 22:30 - What a financial super app actually means 26:41 - Robinhood vs SoFi 29:33 - Largest financial company in 10 yrs 30:36 - Tokenization unlocks trapped capital 32:40 - The path to $50B revenue for $HOOD 37:35 - The institutional business nobody sees 38:47 - Prediction markets beyond sports 42:38 - Regulation and the gambling label 48:15 - The strongest bear case 51:08 - Memecoins 53:53 - Nobody is modeling perps or agentic trading 56:49 - Why having a founder / CEO matters Citizens disclosures below

29,421 views • 12 days ago

🚨 HOWARD LINDZON (STOCKTWITS FOUNDER) INVESTED IN $HOOD AT AN $8M VALUATION HERE'S HOW HE'S THINKING ABOUT $HOOD TODAY AT $90B --- AND WHY HE'S STILL LONG Thanks to Howard Lindzon for joining the show!! 01:46 - Why he invested in 2013 03:28 - Series A in 2014 07:31 - Vlad's evolution 10:57 - GameStop from the inside 13:14 - The "Degenerate Economy" thesis 16:52 - Predictions, betting, and brand risk 20:08 - Kalshi at $40 billion 21:41 - Public vs private markets 24:44 - Why markets feel more volatile today 26:55 - Could $HOOD hit $1 trillion? 28:55 - International Not financial or legal advice

52,188 views • 1 month ago

MULTICOIN CAPITAL'S $HOOD THESIS: 1. Robinhood is the single biggest beneficiary of "entertainment finance" 2. Impeccable execution 3. The largest barrier to entry in consumer finance is trust, and no firm has more than Robinhood 4. Obsessive focus on 18-30 year olds, right as the $30T generational wealth transfer begins shayon Multicoin Capital

MULTICOIN CAPITAL'S $HOOD THESIS: 1. Robinhood is the single biggest beneficiary of "entertainment finance" 2. Impeccable execution 3. The largest barrier to entry in consumer finance is trust, and no firm has more than Robinhood 4. Obsessive focus on 18-30 year olds, right as the $30T generational wealth transfer begins shayon Multicoin Capital

12,672 views • 1 month ago

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