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HOOD · Robinhood

Robinhood has evolved from a single-product brokerage into a diversified financial platform spanning equities, crypto, prediction markets, and credit — with every revenue line accelerating.

OurAlpha

OurAlpha

HOOD · Robinhood — Evolved from a single-product brokerage into a diversified financial platform spanning equities, crypto, prediction markets, and credit — with every revenue line accelerating.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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