K A L E O
K A L E O|Oct 27, 2026 20:58
HOOD Initially down on earnings. Notice how the price of stock moving correlates directly with when the last leg up of the Robinhood Chain trenches topped. Have a feeling this turns around soon: - Revenue hit a record $1.42B - Crypto revenue beat estimates ($120M against $114.1M expected) - Prediction markets revenue 6x higher year over year GAAP EPS was the miss ($0.51 vs. $0.55). Vlad speaks at the top of the hour. If he literally just mentions Robinhood Chain activity he’ll have done infinitely more than what we saw at HOOD Summit. Thinking it becomes a much bigger point of emphasis closing out the year.
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