Robinhood’s AI Bet Is Bigger Than Anyone Realizes

Robinhood’s AI Bet Is Bigger Than Anyone Realizes

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Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 HOOD NASDAQ BUY -11.58%
    Entry $106.02 16 Jul 2026
    Current $93.74 07 Aug 2026
    Result −$12.28

    it's a great buy in my opinion if you just also want to diversify your portfolio.

    Context If you look at like the longer term charts, 3 years, 4 years, 5 years, you see it's still in that kind of consolida- consolidating phase from this massive run-up that it has up until What was it? End kind of mid-end Q3, Q4 and like 2025. So, it's a great buy in my opinion if you just also want to diversify your portfolio.

  2. 02 HOOD NASDAQ BUY -11.58%
    Entry $106.02 16 Jul 2026
    Current $93.74 07 Aug 2026
    Result −$12.28

    it's a great buy also when you want to diversify your portfolio.

    Context This is an AI channel, right? And we're talking a lot about AI infrastructure, memory, all that kind of stuff. That's a name that gives you exposure to still AI, but it's in another bucket, right? Today all the semi companies are down massively. What's Robinhood? I think it's maybe it's down as well, but not that much, right? It's not that correlated with kind of Micron and all those names, right? But still has this connection to AI. So, it's a great buy also when you want to diversify your portfolio.

Full Transcript
Human beings are going to be a rather small part of how much money is spent, how much money is traded. That will be done by AI agents, right? As I showed you on the charts earlier. So, we need infrastructure that actually works at software speed, not human speed. >> What's up everybody? It's LG DuBois here and welcome to Milk Road AI, the daily AI show that just got access to one of the best financial apps in the world, but I'm going to insist on using my 120-year-old bank instead. Today is July 16th, 2026, recording on the 15th. Every week, our AI analyst Vincent sits me down for a lesson or two about a specific company, and this time, it's one of the biggest and brightest in the space, Robinhood. An app used by 30 million people and growing has a play that is often overlooked by the broader market, agentic trading. Vincent believes that as the sector takes off, Robinhood is centrally positioned to benefit as they'll be able to offer agentic trading and shopping to all their customers, creating a massive spike in fees and revenue for them. And before we continue, Vincent has made some banger calls for us this year, including Bloom Energy before it went up like 200%. If you want to see his trades and positions, you've got to go Milk Road Pro, which is just a dollar for a 7-day trial at the link below. Today's episode is brought to you by Bitget, stocks 2.0 with real liquidity, real dividends, and securitize, the regulated rails for tokenization. Vincent, I'm excited to learn about Robinhood. As a Canadian person, we just got access to Robinhood like the other day, uh and honestly, I don't really know much about the business, uh and I feel like you're going to tell me a lot about it tonight today. >> Definitely. So, my core thesis on Robinhood is actually really different from everything else that you can find out there because my view is that AI agents will become a major growth driver or growth engine for Robinhood as those agents start spending money, start to trade, um and they're basically increasing the financial activity per customer. That's the thesis, and that's what I want to explain to you guys today. >> And is that and that's something you feel like the market just doesn't really know, right? That is something that we would think Robinhood, we're like, "Oh, Vlad's cool." And it's an app for Gen Z. We don't realize this part, right? >> Yeah, there there's so many news around the company, you know, blockchain, uh Robinhood blockchain came out. Um and people are talking about the memes that are out there. They're talking about the agentic credit card that they're just launching, right? But those are all bits and pieces of the story that once you put it together, you understand the bigger picture. And yeah, that's kind of the angle of today. >> Tell me more, man. So, tell me about these agents or agentic commerce on Robinhood. >> Exactly. So, obviously, we need to give a bit of context, right? And we need to start with where agents are today. Agents today are mainly coding, as you can see, like this big orange line here. That's telling you that the majority of cloud agentic usage today is encoding. But the story is that that's only the start. The agents of tomorrow will start to consume. They will start to spend money. They will start to to trade. You can see it, right? Amazon, Apple, Robinhood. Those are all kind of different expressions of AI agents doing stuff. Um and that's that's that's core to understand because this turns AI from kind of a productivity tool that it is today into an economic actor. Um that actually can generate some form of financial activity. That's that's that's that's the thesis on where we move on and that's also what you need to understand where AI agents are going. That by By also implies that we need a lot more compute because think about agents trading 24/7 and then all of Robinhood user bases have AI agents trading for them. That's like I think they have 27 million customers as of today or around 30 million. Think about every each each of them having their own agent and then maybe more agents trading them, buying stuff. You need a lot of compute, but that's not the story of today, but it's just a good side note, I guess. >> [laughter] >> Yeah, you're you're you're dipping back into the compute conversation we're having on the roll up. >> Exactly. >> yesterday for people that were listening. So you So you're basically telling me that uh Robinhood is enabling like agentic trading or agentic commerce through their platform cuz commerce is being done by the by the other commerce companies, right? By actual retail companies. This is they are going to be they have enabled agentic trading for their their customers right now? >> Yes, so there there two sides to it, right? So what you're talking about are the platforms that that actually benefit from AI agents as a customer. Today like Amazon for instance, right? Today all of us we go to Amazon, we buy stuff. In the future all of the agents will go to Amazon and buy stuff. What's the What's the story here is that you have not only the the users, you and I on the platform on Robinhood trading stuff, but you also have the AI agents per user, many more agents per user on the platform doing stuff, right? Um and that's that's that's the view basically. >> Got it. Got it. Okay. And I just want to look at this. So this is You said at the start and we've seen this chart before, but I just want to kind of go over it again. So the Today the agents that are coding So basically that there's this huge share right now of agents being used to code, right? And that's what we know. We've covered this on the show. This is what Claude usage is, is that it's largely um uh coding that's being used. Uh but I'm seeing here what is this chart? So, basically that there's there's how many people How many people in different sectors are using Claude versus how many workers there are in the US that work in that area. Or no, it's the opposite. >> No, it's this chart is showing you the usage of agentic tools at Claude per kind of theme that it is used. And the majority of the usage is flowing into uh basically coding. It's called computer and mathematical, but it's coding, right? >> Got it. >> All of us we're we're building dashboards these days with with with Claude code, right? Um that's >> [clears throat] >> that's what we're doing uh and nothing else. And and and that's what's basically on this slide. So, the story of this slide is really simple. We're moving into a world beyond agents that are coding. Agents will do more stuff in the future. Um and and and also if you go to the next slide, you you see that the consume of agents by 2030 will be massive, right? This is just a kind of proof from from a from a from another source showing you that AI agents will be a major source of of kind of digital and economic activity by 2030 because as you can see on the chart, it is rising from like 24x uh basically the consumer agent demand is is is from from as of today a 45x to 2030 in terms of token demand. And this translates and that's analysis of McKinsey, I think, into 1 trillion of US dollar B2C revenue orchestrated by agents only. So, I just want to show the scale of how big this is going to be in the future with with this here. >> Right. And the major growth factors here, the levers here, or rather the sectors that you're pointing at, that basically don't exist right now, are enterprise agents and consumer agents. Cuz right now we have non-agent What's a non-agent workload? Maybe you can take me through like the three different parts of this chart. >> Non-agent workload is you and I prompting on on ChatGPT. >> Okay. Okay, so that's not that's not using agents. >> Exactly. >> Right. Exactly. Yeah, cuz we just use the the the interface, the LLM. Okay. And then the other two, the blue and the purple here, will be consumer agents and enterprise agents, which are barely non-existent now compared to what they're projected by Goldman Sachs, right? >> Yeah. Yeah, it's it's Yeah, it's exactly. That's the story. Consuming agents or AI agents beyond coding is just starting. It's not existent as of today. And why am I showing this? It's early. The story of this is really, really early. And I think there That's why the buying opportunities are really interesting here. >> Got it. So, where does where does Robinhood kind of fit in this chain? I know you kind of explained that on the last slide, but what what do they Are they going to give every person, enterprise, like both institutions, enterprises, and and and consumers on their platform? Are they going to give all of them individual agents? Is that basically what you're saying? >> They give you the option as a customer to use AI agents. And I think you're incentivized as a customer to do that because I think about trading for instance. If you have your own agent that you give, let's say, $5,000 and tell it to, "Hey, maximize return on invest as much as possible." And then it just goes out and trade stuff and comes back with, let's say, $10,000 in three or four months. Then, that's a really interesting and great ROI or return on invest for you, right? So, you So, they're incent because AI agents are really getting smarter day by day, right? We're building out all those states. So, agents are getting smart, they're getting more capable, right? So, those those kind of use cases get enabled. Um and Robinhood is building the platform for [snorts] you as a customers to to use AI agents in a really simple way. >> Got it. Okay, okay, okay. So, this Okay, so now it makes sense to me that basically we're all going to start using agents for a lot of different stuff and on the financial side, uh in terms when it comes to investing and trading and all that kind of stuff that very soon a platform like Robinhood is going to be able to offer you an agent that, like you're saying, it's like, well, listen, I'm going to take your capital and I'll come back and make you, you know, 50% in a month or something like that. Or maybe not that Maybe not not that aggressive, but over a year offer some kind of yield that is way stronger than than ETFs or or indexes or or whatever other types of investment accounts you could have, right? And that that'll be facilitated by agents that are uh a lot better >> [laughter] >> at investing than we are or that retail is right? >> Exactly. >> And this McKinsey stat here that you've got is that a trillion dollars of agentic AI orchestrated revenue in the US B2C retail market alone by 2030. So, that's basically they're saying that via platforms like Robinhood, retail in the US will be able to generate a trillion dollars in revenue that they don't currently do via any other financial platforms using agents. >> Yeah, so they not having It's It basically tells you that consume of AI agents will be big in 2030. What they do not have in there is where those AI agents are operating from. >> Mhm. >> Um that's not in their analysis. That's my personal thesis that Robinhood could be such a platform producing a lot of that demand because they have the customer distribution today. Customers have money on the platform so the agents have access to to to capital and money they can actually spend um and then So how it basically works you as a customer you plug in your your your your your cloud or your chat GPT and tell the agent, "Hey, this is your credit card. You have whatever $500 on the credit card. Go out and buy that stuff on a monthly basis that I need. Groceries or or whatever it may be, right? Same is for trading. Hey, here AI agent here is the account, here's the wallet. I give you $500 um worth of stable coins in there monthly. Go out and maximize return." That's that's basically the the the idea behind it. >> Right. Right. Okay, that makes sense. So you said that this isn't necessarily US-based. Like what's the what's the policy situation on that then in the US because obviously um you know you're talking about agentic payment on on stablecoins and all that kind of stuff. Is that uh and one of the stories in crypto and sorry I know we're doing the Stocks AI pod. But you know, policy is a huge factor right now for crypto. People in the US can't even use Hyperliquid uh and a variety of other and can't even use Polymarket in some cases. You know what I mean? Like they're still they're in terms of giving people uh access to new financial instruments, there's some progress that's been made but it's still it's still a little bit slow. So what's what's coming there on the US side? >> It's really bullish. Um >> Mhm. Okay. >> Not only I mean the White House since since Donald Trump is in office has been really bullish, right? But there has been a speech of of Scott Bessent, the the Treasury Secretary of of Donald Trump basically, where he kind of describes that he's describing the economic rails of the agentic economy we're moving into. And he's literally saying digital assets stablecoins and tokenization are a strategic infralayer of of of that economy right? And if you think about it, why why is he saying that? It's basically that the in in this future economy where all of commerce is is digital and flowing through those platforms, you want the dollar and the US standard to be to to to preserve, right? To survive. And that's why they're they're pushing it. That's why they're supporting it also with with major regulatory developments coming up. And obviously, that is really supportive for the broader kind of theme and also Robinhood, right? Because Robinhood is betting on that future with Robinhood blockchain, with AI agents on their platform, with a lot of crypto volumes being traded on their platform, right? So, that's kind of a really supportive yeah, underlying trend for Robinhood as well. >> So, all roads lead to bullish policy one way or another for for apps like Robinhood. And I guess their advantage, too, is that they're already they're not they're not banned in the US. You know what I mean? Like they have been incredibly successful in the US and you know, hopefully can can kind of work through the legal framework, I guess, of of getting this kind of stuff approved. But I have a question for you, Vincent. Um, can you you mentioned compute. I want to understand like what exactly is needed? Like what is going to make these agents so strong? And what do they require to be able to do this kind of work? >> The entire financial infrastructure that we have built over the past whatever 50 years is built for human beings. But as I showed you earlier, human beings are going to be a rather small part of how much money is spent, how much money is traded. That will be done by AI agents, right? As I showed you were on the charts earlier. So we need infrastructure that actually works at software speed, not human speed, right? And and and and and and that's basically the thesis on digital assets, on on stable coins as well, because what it does, it gives AI agents programmable money that can move instantly and globally and 24/7, right? An AI agent is never sleeping as long as the energy is is flowing, right? Um it cannot wait for traditional banks to to to proceed for the Swift infrastructure defense, you see, to proceed transactions, right? And also if you think about tokenization and and and what it does, it gives or it allows AI agents ownership in a machine-readable and programmable way, um so that agents can actually trade um and lend assets. And those are the kind of layers they need. And obviously also they need intelligence, which which we're building out right now. That's kind of the whole what the what the Frontier Labs are doing, right? And you need distribution as well. Distribution basically means the AI agent need access to us human beings. They need to access our data, but also our money because um yeah, they need money to to to spend and trade, basically right? And and and what I'm showing here also with regulation, regulation is the underlying part of this whole infrastructure build-out. And that's the the connection back to the slide earlier where I was showing Scott Bessent is saying we're moving into this digital economy The crypto bros would say the crypto world right? Um so it's really supportive. Um and that makes me really bullish on this entire trend and world. >> Real-world assets like funds, treasuries, and private credit are still running on rails built decades ago. Gated, paperwork-heavy, slow to settle. Everyone's talking about tokenizing them, but far fewer can actually do it and do it without cutting regulatory corners. Securitize can. It's the SEC-regulated infrastructure bringing real-world assets on chain. Nine years in, native tokenization, not wrapped, backed by BlackRock, Morgan Stanley, and Cathie Wood's Ark Invest, and chosen by the New York Stock Exchange, VanEck, BNY, and Apollo to do it at scale. It's the regulated bridge between traditional finance and crypto. Tokenize the world at milkroad.com/securitize. >> Everyone's tokenizing stocks these days, but almost nobody's doing it right. Thin liquidity, prices that drift from the real thing, dividends that just vanish. Bitget Stocks 2.0 is different. Real Nasdaq and New York Stock Exchange depth through licensed brokers. Prices mapped one-to-one, dividends paid to your account in real time, plus you get the lowest fees in the market at just .04%, and you can trade them like any other crypto as margin, in earn, in grid trading. Tokenized stocks finally done right. Head to milkroad.com/bitget to get started. >> What is the what's the biggest barrier on this slide? Between like the you know, between I guess like the intelligence, the execution speed, or the settlement, right? Or even I guess even kind of relate back to the policy. Like what is what is the biggest question mark out of these in terms of it being able to function the way that you're describing? >> Still regulation. Uh because it's not like Scott Bessent, Donald Trump, they're really supportive, but they need to convince the other politicians, right? That's one part. The banks themselves, obviously this kind of future that I'm describing here is Well, I wouldn't say bearish for them, but it's not really bullish for them because the way they make money to them like today is basically being a middleman. And this whole digital asset future that I'm describing here is taking that entire equation apart. So, obviously they're also holding and they they have a massive lobby in the US, right? JPMorgan, Goldman, etc. So, they're pushing back on regulation. But to me, it's the the biggest thing is just time. It takes time to play out until the regulation in play is in place, until us customers we're used to AI agents, we're we're trusting AI agents. So, this is something that slowly builds up, right? And that's the biggest point. >> I was going to say, yeah, I think it's also that trust layer, right? And people are so people are so hesitant to use new technology, but I think I mean, what I will say that's a that's a bullish case for Robinhood, too, is that they'll build this right into their app, I'm assuming, right? And that that that will help them that'll that'll ease it for their customers because it'll just be a new feature versus like a whole new type of technology that they have to use. I'm assuming it'll probably just show up as just another option to make money, right? Uh but tell tell me how you think they're going to do it. >> Yeah, no no, that was a perfect segue into this because >> Yeah. >> it's exactly what Robinhood is doing. Robinhood is building the future where not only human beings are the customer, but AI agents of the human beings are the customers as well, right? In our roll up uh this week, I was saying to to Melvin on the question how what's your view on SaaS, and Robinhood is is nothing else, it's a SaaS company as well, right? In in in a in a different type. The SaaS companies of the future that it will be really successful are those that are going to build access for humans but also for AI agents, right? And that's kind of a different way on how you can think about Hood as well. Because what they started for instance, they have the the the agentic credit card, they have the agentic um um trading accounts as well. They launched Robinhood chain, which is the future layer of of their AI agents being able to trade all the assets 24/7, right? And and and and this is kind of how the bigger picture of all the the individual news pieces that are out there at the moment on Robinhood fit together. They have the distribution, they have the money, and they have the assets all accessible for AI agents. Um and that makes me really bullish. >> What is the deal with their agentic credit card? You mentioned that as one of their their I guess offers or one of their products. I actually I I wish I had one. I don't even know what it does. >> Yeah, so so so so you as a customer, you have two types of credit cards on Robinhood for instance. One that you use yourself and one where you put money on and tell the AI agent basically in a prompt like you tell it, "Hey, there are 500 bucks on the credit card, book me hotel and flight to Copenhagen." Or go out and buy me groceries on a weekly basis. I will provide you with the capital on an ongoing uh like I will I will put there $100 each week so you have enough, right? That's kind of how it works. And this is kind of the first bridge layer towards this fully autonomous future of AI agents. So in the in the future how I envision this is you do not need to tell the AI agent what you need. It will know because it is connected to your agenda, it is it is connected to your personal notes. Maybe um it it it has memory, right? So in the beginning you would you will probably tell it what you need and then it just it just knows and keeps on going from there, right? And this is not only convenient for the customer, but what it does it actually creates this flywheel for Robinhood because you not only have more economic actors on the platform per user, right? The AI agent, but you have a much broader asset universe with the the the tokenization and the blockchain, the revenue they're essentially getting in from more actors and more trades on the platform will be massive. And and and that's the bullish thing about it. >> Right. Yeah, so by by increasing the economic activity per user that they have, they naturally take a small percentage of every transaction or whatever their business model is. I'm assuming that's what they do. So then by increasing the you know, the volume that their each customer is doing, right? Then they you know, say they can 100x there the volume that each consumer does with these kind of agent agent offerings, then and that's both via credit cards, agentic credit cards like you're saying and also via like investment accounts and whatever, then that 100x's their per per consumer revenue basically. >> Exactly. So they have 30 million customers today. If each of those 30 million customers is just using one more agent, they they immediately double their customer size. Now, the obviously the question is how much the RPU, the average return [clears throat] per user is going up. That will of course not double immediately, right? But if you have two, three, four, maybe five or six or let's say 10 agents, right? Per customer in the future, you're increasing your customer base massively. And obviously they will they will do stuff. They will trade. They will buy stuff. And for every transaction, for every trade, you Robinhood is taking a a small very small percentage of that, right? It just increases the TAM of of of of of the addressable customer base massively. And then with tokenization and stablecoins, you enable those agents to trade 24/7, to spend money 24/7, to trade a much bigger asset base because all of a sudden you can trade real estate, you can trade depth, right? Everything that you can tokenize and put on a chain and asset an an an AI agent can access and and and trade. >> Mhm. >> And [clears throat] so the that's that's kind of the bigger vision for Robinhood that makes me really bullish. >> Mhm. Mhm. I mean >> [clears throat] >> absolutely. What's their moat though? Like what what what is their competitive advantage like? Besides like there's obvious things like that the app is good and they have a good young user base and I would also assume that like rolling out these new products especially over time if they can show some kind of like, you know, 50% annual return using their agents or whatever whatever number they want to flash, that'll a lot of people to to move or or move over a lot of their investment accounts. But what what helps them stand out from other apps from like a Coinbase is totally different. I I guess that they're they're a bit of a class in their own in terms of their their their um agility. But what else? What else helps them? >> I think AI is enhancing every moat that they're having today, right? Think about it. Build faster. What what do I mean with that? Robinhood is well known for its product velocity. They bring out so many different products every year. With AI, their engineers get enabled to do even more. So, you're bringing AI into a company that is already working at like a massive pace and it just enables them to do much more, to build much faster, to to to to to bring more valuable products to their customers. So, so what I was describing earlier is this kind of whole market side of things that AI agents will bring in more revenue. But, what you do not need to forget is that AI is also on the bottom line. So, in the company's operations, a really, really valuable thing, right? And and and and that's kind of the second side to it. Finance in general is an industry that has a lot of potential to adopt AI because you have a lot of standard and regulated processes, a lot of data that the AI agents, not on the customer side now, but on the more operations side of things, can can can work with, right? And the moat of Robinhood is that they are really open and are cutting [snorts] edge when it comes to when it comes to AI adoption, right? And you can see the numbers here on the side. This was Q4 2025 report where they were saying, "90% of our employees are using AI tools." The commits per engineers increased in Q1 by 50% year-over-year. Customer support is solved by AI more or less, right? The And and and then they were also saying, "Nine-figure efficiency benefits already generated." This was last year. That That was before the whole agentic kind of craze that that started with Open Claw end of last year, right? So, the efficiency side of things is something that you should not forget about at Robinhood. Um that that makes them just structurally much more competitive because their cost base is way lower than an incumbent like Schwab, Network, or J.P. Morgan. >> And there's one other thing, too, that I think you're you you wanted to point out is the founder. >> There There is >> And personally, we're in a pop- We're in a populist era, you know, and and people matter clearly for for where people are going to put their money. >> I mean, look at him. How cool is the guy? >> [laughter] >> Changing his hair hairstyle every other week. No, he's really >> [laughter] >> He No, he does. Like look >> I should do that. >> Go to Google, type in Vlad Tenev, and look at the different hairstyles. He's just a cool guy. >> Bullish on bullish on changing your hairstyle often and looking like a like a weird Adam Driver a variant. >> Yeah. No No, what I want to show here is that Hood Robinhood, they really have a structural advantage because of the founder. Because from his kind of bringing up his where he studied to his connections to what he's doing outside of Robinhood with other startups in the AI space, he really understands technology and AI from first principles. He studied maths. He understands neural networks. He has an AI startup called Harmonic, which is supported by Nvidia massive valuation already. Um and he's having that those connections into Silicon Valley, but also into Washington, which we saw earlier is really important for the entire story, which puts Robinhood in a position that is just Yeah, it's it's it's an unfair competitive advantage in comparison to other platforms from my perspective. Yes, Coinbase has um um Oh, what's the name of the founder? I just forgot it. >> Brian Armstrong. >> Brian Armstrong, exactly. He's he's positioned really well. I think he's a great founder as well, right? They could be like you can put both of those at like a same level. But there are not many other founders that I would put on that same level in terms of understanding AI, adopting AI, understanding how AI impacts the financial industry. Um and how to use AI as an advantage. And and and that's why I wanted to outline this as kind of a last point. Um He's also such a charismatic guy. He's on all the podcasts, right? He made sure that Robinhood is actually the the distributor or together with with with another massive bank the the enabler of the Trump accounts for for all the kids, right? So you can just see that the White House is trusting him. And and and and and that gives you just a kind of security or or or lower risk level also on on on the company. And yeah, really also kind of fanboy on Fletch if you couldn't tell by now. >> Wow, man, I can tell. Geez. Okay, so let's let let's get to what I think a lot of people want to know Vincent is do you have a position in Robinhood or no? And what is your plan? >> So I have a long-term position. I'm invested in the company like in my personal portfolio since four years now, I think. So it was really early kind of Robinhood. Um and also on Mill Croods like when we launched a portfolio immediately initiated a position. The take I present today is something I think completely new and not really discovered yet on Robinhood, right? Everyone out there is talking about the the 80 trillion wealth kind of that that's flowing from the older guys to the younger guys basically right from generation like the boomers to us generation Z. But this is something that they're embracing as well that that could be a massive driver for it like a gigantic trading and consume is a great growth driver for them moving forward and and and and another reason why I love this name. >> Mhm. Mhm. [clears throat] Absolutely. And if you guys want to follow Vincent's conviction, you got to get into Milk Road Pro, man. You want to see how much he owns, uh which position it is in your portfolio. >> When I'm adding on dips as well. >> When you're adding on dips, man. If you go back a couple years, too. Uh that's pretty awesome that you had it that you were buying it 4 5 years ago cuz that that was like 10 It was like $9. So, um that's a good position for you on on the personal side. And I think I think that kind of stuff's cool, too, man, that you probably already hit a 10x on it, but that you you have conviction long term, right? So, you think it's going to keep going from there, um which I think is cool. And if you guys want to see if if that's going to change for Vincent or when he's adding on his dips or even just some analysis cuz I think you're going to be posting about it in our pro platform once in a while as well and and and obviously discussing it as it as it adds these products and rolls this stuff out, um the only way to do that is really in Milk Road Pro. >> This is an AI channel, right? And we're talking a lot about AI infrastructure, memory, all that kind of stuff. That's a name that gives you exposure to still AI, but it's in another bucket, right? Today all the semi companies are down massively. What's Robinhood? I think it's maybe it's down as well, but not that much, right? It's not that correlated um with with with with with kind of Micron and all those names, right? But still has this connection to AI. So, it's a great buy also when you want to diversify your portfolio. It's up 50% um from the lows this year, but it struggled I think up until May or something. But if you look at like the longer term charts, 3 years, 4 years, 5 years, you see it's still in that kind of consolida- consolidating phase from this massive run-up that it has up until What was it? End kind of mid-end Q3, Q4 and like 2025. So, it's a great buy in my opinion if you just also want to diversify from that AI build-out trade. >> Mhm. Mhm. [clears throat] Mhm. Well, I mean, thank you for the thesis, uh Vincent. This is a part I didn't know and obviously we track agentic commerce a lot here or we try to both on here and on the crypto channel. So, um you know, really interesting to know that and also to discover that you're uh you're a Vlad Vlad Tenev fanboy. Um I feel like we're I think we're like we're we're tapping into a lot of different cults on this channel lately. Uh we had the memory boys yesterday with Melvin and now now we got the Vlad boys with you. Um anyways, if you guys want to follow Vincent, Milk Road Pro is where it's at and we're doing these episodes with Vincent once a week and and and others through the channel with our analysts. So, make sure you tune in. Otherwise, Vincent, thanks for everything, man. Thanks for all the info. Want to stay ahead of the biggest technological shift in history? Subscribe [music] now to get insights straight from the sharpest minds in tech and finance. Quickly you'll note this show's for educational purposes [music] only. Nothing here is financial advice. Investing always carries risk. Never invest more than you can afford to lose. Thanks for tuning in. See you in the next one.

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