Since I jumped on $HOOD after my last tweet, it’s already up 16%. The logic is betting on the World Cup driving Robinhood’s prediction market product. Today, the prediction market data as of June 20th came out, and things are looking great. Estimated total revenue: ~$4.9M Total trading volume: ~347M contracts At this pace, @RobinhoodApp’s prediction market could hit $1B in revenue this year. Also, on FOMC day last week, $HOOD didn’t pull back at all—instead, it gained strength. While the broader market was suppressed by hawkish sentiment, it hit a new high for this wave. This relative strength shows that its own narrative (Rothera + agentic tools, etc.) is currently outweighing macro beta. Right now, 50K customers are already using its agentic trading tools. Next, I think $HOOD could continue benefiting from the World Cup hype until it ends (7/19). After that, it’ll depend on whether the data holds up or even grows when the hype dies down. Still holding HOLD!