The view on Robinhood is unchanged from previous episodes; the host gives no new specific stance this week.

He closed a Robinhood covered call early at about 55% profit, a very small gain.

The host thinks the market's 20% annual growth expectation for Robinhood is too low given its initiatives in prediction markets, the gold card, and banking, making him bullish on Hood.

With weak momentum and only a 5-10% valuation discount, the host would wait for HOOD to pull back into the $70s or $69 before buying.

The monthly active user miss and spiking credit-loss provisions explain the drop, but the balance sheet is strong and prediction markets already generate over $100M ARR; he is bullish and thinks the 20% growth expectation embedded in the ~2 PEG is low, yet with only a 5-10% discount he would wait for the $70s or $69.