$HOOD Today I’m just hanging around the area around 107—nothing really big happening. But I want to say something against the prevailing consensus: retail investor brokerage stocks are actually quite comfortable at this level.
The ones who keep calling for a downturn always think retail investors will just flee, but what do the data say? Robinhood’s user asset retention rate has been steadily rising. In the Q3 earnings report, average account assets per user have already reached five-figure USD levels. This isn’t propped up by market moves—it’s built through product stickiness.
On the macro side, the Fed is dragging its feet on rate cuts, but U.S. stock-market retail trading volume is actually sitting at a historical high range. Retail investors don’t care much about the timing of rate cuts; what they care about is whether they can pull out their phone and place orders anytime. $HOOD is living off exactly that.
In crypto, volatility has come back, which is also a positive for Robinhood. When crypto stocks and equities move together, the first reaction from retail investors is to open this app. At the price of 107, it can’t really drop, and it doesn’t rise fast—but it’s still stronger than those runaway “hot” stocks you chase at the top.
#Robinhood
The ones who keep calling for a downturn always think retail investors will just flee, but what do the data say? Robinhood’s user asset retention rate has been steadily rising. In the Q3 earnings report, average account assets per user have already reached five-figure USD levels. This isn’t propped up by market moves—it’s built through product stickiness.
On the macro side, the Fed is dragging its feet on rate cuts, but U.S. stock-market retail trading volume is actually sitting at a historical high range. Retail investors don’t care much about the timing of rate cuts; what they care about is whether they can pull out their phone and place orders anytime. $HOOD is living off exactly that.
In crypto, volatility has come back, which is also a positive for Robinhood. When crypto stocks and equities move together, the first reaction from retail investors is to open this app. At the price of 107, it can’t really drop, and it doesn’t rise fast—but it’s still stronger than those runaway “hot” stocks you chase at the top.
#Robinhood