It’s Not too Late to Play This 4x Winner VIEW IN BROWSER BY ANDY SWAN Shares of Robinhood Markets (HOOD) hit an all-time high this week, closing at $82.75 on June 25, 2025, and nearing $84 as I write this. For readers who followed our “Buying a Main Street Renaissance” lead in March, when we highlighted the opportunity here in TradeSmith Daily, HOOD has delivered a more than +115% gain. (If that includes you, we’d love to hear how that recommendation is working out for you.) For paid-up LikeFolio subscribers like Jack M., who acted on our April 2024 MegaTrends buy alert, the HOOD profits have surpassed +300%, racking up a 4x gain in a little over a year.  Source: TradingView That’s more than any “Mag 7” stock has managed to deliver in the same period – even AI darling Nvidia (NVDA). And it’s all thanks to LikeFolio’s very own “Trifecta Box” of investing – our tried-and-true system for identifying profit opportunities when three key things line up in favor of a company: - Strong Consumer Demand ✅
- High Consumer Happiness ✅
- Macro Trend Tailwinds ✅
Last April, LikeFolio data showed HOOD hitting all three prongs of the bullish trifecta: - Social media mentions were bursting 193% higher year over year, a strong predictor of forward-looking consumer demand.
- Consumer sentiment around its recently launched cashback credit card was overwhelmingly positive – and driving buzz.
- And the company was capitalizing on three powerful consumer trends: digital wallets, the rise of decentralized finance (DeFi), and a retail trading renaissance.
We recommended MegaTrends members buy HOOD up to $20 a share – predicting the stock could rocket 125% over the next two years. The stock exceeded our expectations faster than we thought possible. One year later, in March 2025, we saw Robinhood shares plummet 40% in 30 days as economic uncertainty weighed on fintech and brokerage stocks. But once again, we knew something the market didn’t: - Robinhood was maturing its business model with expanding IRA and equity lending products.
- Crypto volatility was an upside driver, not a risk – promoting more trading activity for Robinhood to capitalize on.
- And consumer demand was resilient, regardless of the stock’s selloff.
This time, we shared the opportunity in TradeSmith Daily, noting HOOD’s pullback “looks like an entry point – not an exit signal.” And the stock went on to rally more than 100% in less than four months. LikeFolio’s system works. We spot trends forming on Main Street before Wall Street catches on. We identify the companies set to benefit. We key in on the opportunities where consumer demand and sentiment are surging in real time. And we place our trades before the rest of the market piles in. But when it comes to the stock market, “what comes next” is all that matters. In other words, a 4x winner is fantastic. But where does HOOD stand now? Are its best days behind it? Is it time to cash out? LikeFolio data can help answer those questions, too. Our Data Engine is constantly monitoring consumer demand trends in real time – crunching millions of datapoints from web traffic patterns, app usage, social media activity, and more, every second of the day, to keep our followers a step ahead. And the latest LikeFolio data suggests that for HOOD, the best is yet to come… Recommended Link | | If you are U.S.-born, and need extra income, today is your lucky day. In fact, thanks to Title 15 of the U.S. Code, you can now collect instant cash payouts, as much as $100 to $1,000 upfront with this income strategy. The best part is, you can collect the payouts right off your Smart Phone, and have the money deposited directly to your account. Go here now to see exactly how it's done. |  | | HOOD’s Growth Drivers Are Kicking into High Gear Robinhood’s primary growth driver hasn’t changed: A new generation of retail investors prefers Robinhood’s easy-to-use trading platform, and they’re moving more money through it each month. Retail trading has exploded in 2025 as everyday investors like you learn to buy the dip. During the first week of April, while institutional investors were fleeing stocks amid heightened tariff uncertainty, retail traders were doing just the opposite – driving $3 billion into stocks on April 3. By the end of the month, this group had pushed $40 billion into the market – clocking a new record for monthly inflows.  Source: CNBC, via Vanda Research It was a similar story in May. While many institutional investors saw Moody’s downgrade of the U.S. credit outlook as a bearish signal, retail traders viewed the pullback as a buying opportunity – flooding into mega-cap tech names like NVDA, Apple (AAPL), and Tesla (TSLA) at breakneck pace. When these traders are buying the dip, many prefer to use Robinhood to do it.  Robinhood’s user base grew 8% to 25.8 million funded accounts in the first quarter of 2025. User assets are surging, too, with average assets per user climbing nearly +60% year over year. While assets grow, Robinhood is also extracting more value from each user. The company grew average revenue per user by 39% year over year. That kind of expansion without major cost inflation is rare, and it’s accelerating. Legacy brokerages are consolidating, cutting features, or playing catch-up on mobile. Robinhood is compounding user value and expanding its verticals. The average Robinhood user is around 30 years old, giving it a two-decade lead over traditional brokers, whose customer bases average 55 years old. The reasons are clear: Robinhood’s crypto, futures, live-event trading, and instant transfers offerings align with how younger users invest. Its interface doesn’t need to be explained because it comes naturally to a mobile-first generation. And that generation is now being monetized. Monetizing a New Generation of Traders Robinhood Gold, the company’s paid subscription tier, grew 90% year over year to 3.2 million members in the first quarter and is now generating over $300 million in recurring, high-margin subscription revenue. This is Software as a Service (SaaS) growth from a consumer company. Robinhood Gold members own on average 5x as many assets as traditional Robinhood users and are 4x as likely to utilize Robinhood Retirement tools. Gold users also get access to higher interest rates on uninvested cash, deeper analytics, and exclusive products, including wealth management and private banking. As more users mature into higher net worth brackets, Robinhood is building the infrastructure to keep them on-platform. Beyond Robinhood Gold, it’s expanding its product offerings on all fronts: - The Cash Card makes cash back rewards accessible to non-Gold members.
- Robinhood Legend, launched late last year, caters to serious day traders.
- Cortex, its AI-powered customer assistant, is expected to slash support costs while personalizing the experience at scale.
Robinhood acquired TradePMR in February in a $300 million deal that brings in a portfolio and custodial management platform RIAs use. The acquisition marked Robinhood’s first real move into managed money. If even a portion of its user base grows into needing advisory services, the infrastructure is now in place. More recently, Robinhood announced plans to acquire WonderFi, a Canadian crypto firm that owns platforms Bitbuy and Coinsquare. That deal will extend its crypto reach beyond the U.S. Robinhood’s product lineup now captures activity across the entire investment cycle. What was once a single-use trading app now reaches across multiple financial verticals without losing the user experience that brought millions in the door. And for HOOD investors, the profits are far from tapped. A 4x Winner with More Upside Ahead We were way ahead of the market on this one, but Wall Street is beginning to catch on. Earlier this month, Goldman Sachs raised its price target on HOOD to $81, citing growth in assets under custody (AUC), rising trading volumes, and higher-margin balances. Robinhood’s May update confirmed that strength, with AUC reaching $250 billion (+85% year over year) and more than 3 million users now on the waitlist for its upcoming credit card. More assets on-platform mean higher potential for trading revenue, interest income, and re-engagement from dormant users, key levers Robinhood needs to maintain its blistering growth heading into the third quarter. This is exactly the scenario we wanted to see. LikeFolio data pinpointed Robinhood when it was trading under $20 a share. It went on to produce record quarter after record quarter in the blink of an eye… getting everyone’s attention on Wall Street and juicing its stock price higher. That’s the goal. The LikeFolio “edge” in action. And the same data that spotted the HOOD opportunity back then suggests this 4x winner still has room to run. Robinhood web visits are currently pacing +20% higher than levels recorded last year – a strong indicator of forward-looking demand and a clear signal Robinhood is sustaining its momentum:  Bottom line: There’s a reason this stock is one of the biggest winners in our portfolio, but we don’t think it’s too late to play. LikeFolio’s Data Engine was able to flag HOOD early because it’s analyzing consumer demand and sentiment trends 24/7, 365 days a year to spot the next big stock market winners. At the same time, TradeSmithGPT is scanning millions of market datapoints to find the most ideal time frame to trade a given stock for quick-hit trades with the potential to double your money (or more). Imagine what you could accomplish with both strategies at your fingertips. Or better yet, see for yourself: Watch CEO Keith Kaplan demo TradeSmithGPT here… before three new TradeSmithGPT trades drop less than 48 hours from now. Until next time, 
Andy Swan Founder, LikeFolio |
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