HOOD

"this kind of debate, SoFi versus [67s] Robinhood, has divided the retail crowd,"

"I would use Robinhood very differently [460s] than I would use SoFi if I was going to [462s] use those two businesses as a consumer"

"I hear about [524s] all the exciting things that Robinhood [526s] is doing, I get excited for our [528s] Robinhood shareholders in my group,"

"Does Robinhood want more [148s] regulation, which of course hurts [151s] margins in the end, if they want to play [153s] in the same lanes that SoFi is in in the [155s] first place?"

"two companies like a [32s] SoFi versus a Robinhood."

"I really like both companies. Both [699s] companies are doing very well and I [701s] think both companies will be do very [702s] well in the future there."

"basically everything [184s] that Robinhood does really, really well, [186s] it kind of goes against that."

"are high [116s] margin businesses for Robinhood."

"man, you know, if Robinhood's [290s] revenue goes up by 100 mil in a [291s] particular category, well, that means, [293s] you know, SoFi's has to go down 100 [295s] million in that same category,"

"order for Robinhood to win or if [232s] Robinhood jumps over and does the same [234s] thing as SoFi,"

"I want to be in [542s] SoFi or not because Robinhood's doing [543s] that.""

"basically oh, SoFi's going to go [419s] bankrupt and Robinhood's going to, you [421s] know, make trillions or vice versa."

"products SoFi is doing and Robinhood [483s] can't play in, right?"

"I'm not saying they're going to do [204s] it as good as Robinhood."

"Is Robinhood willing to trade high [88s] margin for low margin?"

"Is it SoFi or is [6s] Robinhood a better stock to buy?"

"And so while we started with trading, today [99s] we have banking, we have a credit card, [101s] we have a robo advisory product, we have [104s] all these ways for customers to interact [106s] and use Robin Hood for anything in their [107s] financial life."

"And if [51s] you look at Robin Hood today, it's [53s] across a wide breath of products."

"It's a retail, you [165s] know, we're trying to our mission is to [166s] democratize finance for all. And so we [168s] started with, hey, institutional [169s] investors have access to lowcost, great [172s] tools, uh, lots of different products. [175s] So, how do we bring this retail?"

"Uh we think it's the best deal in [495s] finance. It's over four and a half [497s] million customers today."

"I do want to do want to go back to maybe [1104s] the core Robin Hood uh business and talk [1106s] about the the take rates."

"our mental model is you should [82s] be at a disadvantage if you're not using [84s] Robin Hood and that's why we're [85s] constantly shipping so many new [87s] products."

"If you go [450s] back to the history of Robin Hood, up [451s] until 2021, actually netf funded [454s] accounts, just funded customers on the [456s] platform was our northstar KPI."

"If [28s] you have to explain Robin Hood's [30s] evolution to a long-term shareholder or [32s] maybe to people that aren't shareholders [34s] but maybe users of Robin Hood in one or [37s] two sentences, what do you think the [39s] market still misunderstands most about [41s] Robin Hood's business today?"

"Yeah it's a great question. So why is it [230s] our northstar KPI? First of all it's how [233s] customers trust us. If customers are [235s] trusting us with their hard-earned [236s] assets, that is the best indication of [239s] the long-term value of of that customer [241s] and what they're going to do on the [242s] platform."

"We have the CFO of Robin [6s] Hood Markets. We have Shiv Verma here [8s] with us."

"So, if you go into the main Robin [814s] Hood app, you can see all of your [816s] investments and all of your banking [817s] information."

"Robin Hood"

"don't be surprised if a Robin Hood a Sofi these types of names do get impacted on Wednesday or Thursday based on the results based on the comments that we get from Kevin Worsh."

"Robin Hood back above $90 per share."

"We do have Robin Hood that's up 6.2% today."

"Now, the second one, which a lot of people hate, is Robinhood. Robinhood is only up 10% over the last year. Year-to-date, it's down like 28%. This is by far the most explosive stocks that I own."

"Just look at Robinhood. It more than doubled in its first week. And a year later, it had fallen almost 90% from that peak."

"Robin Hood is again flirting here with $81 per share."

"Then we have Robin Hood new Netflix shift for Axon which is still fairly new."

"So I think you look at something like SoFi Coaching, this is the kind of thing that only a company like SoFi, maybe Robin Hood could introduce."

"Robin Hood making its way back up closer to $100 per share now at $94.3."

"When I looked at Robin Hood I saw the fintech disruption as a massive TM trillions and trillions of dollars from those old banks like Wells Fargo and Bank of America and the old brokers and Fidelity. People want something faster, something new, something more engaging. They want access to more stuff. Robin Hood was innovative. It was delivering."

"Although I own Robin Hood. I think Robin Hood is the leader in fintech. So far is good. But I think Robin Hood is the leader and I think there's still a lot of market share to be taken away from a lot of the banks and a lot of the big players and a lot of those uh you could say companies that people don't want anymore."

"Robin Hood, I talked about it last year, it went up to 300% and as of late, it was store, which I shared it on YouTube, and it's up 100% year to date."

"One of them was Robin Hood. So I started buying Robin Hood at $32 in April of 2025. When I was buying Robin Hood, it was down like 20% year to date."

"Robin Hood back above $93 per share here up 10.3%. Robin Hood announced some AI agentic features yesterday. Plus the Trump accounts got announced as well. Some momentum there."

"Every time people say, "Oh, Revolute is going to eat Sofi's lunch. Re Robin Hood is going to eat this lunch and that lunch and new holdings and this and that.""

"I stayed away from Bitmine mainly because of the excessive dilution and I owned Robin Hood from $30 per share and I saw Robin Hood was my crypto exposure and tokenization."

"If it could take market share not only from traditional banks, but also from Robin Hood and SoFi, which I personally own those stocks. I believe the biggest danger is something like Beast Industries"

"Robin Hood, new Netflix, Shift for couple of shares of Nvidia and then Palanteer."

"Robin Hood,"

"some of these businesses, a SoFi, a [201s] Robinhood, they are also making more and [203s] more money"

"Yeah. Robin Hood's also up. So I don't know if it's fintech related or maybe he also owns Robin Hood."

"to more DLO Robin Hood even Netflix and maybe new"

"Yes here we have yes Robin Hood still down close to 50% year to date."

"impacting names like SoFi, Robin Hood, etc., etc."

"Robin Hood, SoFi. These are names that over a specific time they were trading at well SoFi single digits."

"I want you guys to put Hood, listen to this, plays that got to still pick up the pace and come alive. Hood, Palantir, Meta, and Netflix. Them are your four sleepers, okay?"

"Hood or Palantir, you need to have a 1-month time frame, preferably at least 3 months, so you're not you're not getting your hopes up thinking it's going to pop tomorrow."

"Robin Hood, great company, obviously always innovating. 30% down over the past year."

"we then have Robin Hood again fintech names financials have been taking a hit more and more over the past couple of months I mean Robin Hood and so IR down around 50% or so year to date."

"The last thing I bought was the week before, and that's new, Robin Hood, and Meta."

"Do I need it to go to a,000 to $1,500 or whatever? No. Can I take profits? Definitely. Will I be sad if I miss some more upside here? Probably not. Did quite well with that position. I think there are some other names out here where I don't have to think about are reaching the top, are we not reaching the top? Some people would like to catch every top possible that's completely fine. The way I manage it is is a bit different has been working and so right now I think it's for me personally time t"

"Robinhood stock, which is a broker people trade on. They're trading on it on this euphoria, but Robinhood is not going up. So, I've never seen such a divergence before."

"SoFi, Fintech, SoFi, Robin Hood, you name it."

"she was the chief product officer at Robinhood. That was when they launched their subscription service, Robinhood Gold. So, the idea there with Robinhood Gold is you pay this annual fee, and then you get all these benefits."

"like kind of you could say SoFi and now Robinhood is doing it where another bank is taking a credit risk."

"Mobileye, Uber, Duolingo, [902s] Outlet, Robin Hood, and SoFi."

"Uber, Duolingo, Owlet, Robinhood and SoFi."

"First one we'll [726s] go through is Robinhood. I just love [728s] everything that Robinhood is doing right [729s] now."

"Robinhood in the uh you know, 10 bucks, like there's no end."

"And this stock is Robinhood. Robinhood is down 33% year to date. I trimmed some of the stock for a 255% profit. I recently started buying it again at about $70 per share."

"The Hood went back to the hood here today, down over 13%."