Earnings AnalysisFeed overview
Amit Kukreja

Robinhood Continues to Expand Prediction Markets | Tech Bros

10/14/2025, 2:54:47 AM
Economic Summary
  • S&P 500 fell 3% on Friday amid volatility
  • Record $19.5B crypto liquidations in short span
  • September often a seasonally weak month for markets
  • Bull market profit-taking led to low liquidity Friday
Bullish
  • Prediction markets could become major new revenue stream
  • High overlap between active traders and sports bettors benefits Robinhood
  • OpenAI deals validate AI growth and demand for compute
  • Large techs like Google and Microsoft benefit from AI ecosystem
  • TSMC positioned to win across chip demand growth
Bearish
  • Robinhood faced outages during major crypto liquidation event
  • Gas fee spikes made trades costly during volatility
  • Data center and miner plays may be overvalued speculative bubble
  • Quantum computing small caps may lack real breakthroughs
  • SMCI leadership and accounting issues create risk
Bullish tickers
HOODTSMNVDABMR
Bearish tickers
HOODSMCI
People mentioned
TannerRoyJasonDonald TrumpVlad TenevJoshSarah FriarJensen HuangMark ZuckerbergSundar PichaiSatya NadellaTom LeeDanielle Dallas