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