Tom Lee's top core stock ideas: Avoid Robinhood in 2026
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Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $95.77 19 Aug 2026Current $95.77 19 Aug 2026Result +$0.00
he names ROBINHOOD as a stock to avoid in 2026.
Context Tom Lee is out today updating his list of top core stock ideas. So he names Robinhood as a stock to avoid in 2026.
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Entry $357.26 19 Aug 2026Current $357.26 19 Aug 2026Result +$0.00
he added JPM, JP MORGAN
Context So he names Robinhood as a stock to avoid in 2026. And we'll get to that in a minute. However, he added JPM, JP Morgan and he added Arista Networks to the core stock ideas list.
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Entry $186.45 19 Aug 2026Current $186.45 19 Aug 2026Result +$0.00
he added ARISTA NETWORKS to the core stock ideas list.
Context And he added JPM, JP Morgan and he added Arista Networks to the core stock ideas list.
Full Transcript
>> ALL RIGHT WELCOME BACK. SO TOM LEE IS OUT TODAY UPDATING HIS LIST OF TOP CORE STOCK IDEAS. SO HE NAMES ROBINHOOD AS A STOCK TO AVOID IN 2026. AND WE'LL GET TO THAT IN A MINUTE. HOWEVER, HE ADDED JPM, JP MORGAN AND HE ADDED ARISTA NETWORKS TO THE CORE STOCK IDEAS LIST. YOU OWN ARISTA? WE DO. IT'S ON YOUR CORE. YES, THAT'S RIGHT. >> IT'S BEEN IT'S BEEN A CORE HOLDING. IT'S PARTICIPATING IN AI NETWORKING ALONG WITH CISCO AND SIENNA. WE'VE HAD IT FOR QUITE SOME TIME. IT'S WORKED INCREDIBLY WELL IN. THE REVENUE GROWTH IS ACCELERATING. >> OKAY. JPM KEV, TAKE THAT ONE BEFORE JOE BECAUSE HE OWNS THAT TOO. BUT I WANT TO HEAR FROM YOU. >> YEAH I AGREE WITH TOM ON ARISTA. I AGREE WITH HIM ON JP MORGAN BEST OF BREED FINANCIAL SERVICES. I THINK THAT THE THE THE AWAKENING OF IPOS IS NOT OVER. AND THIS COMPANY IS 100% DESERVING OF BEING ON HIS LIST. >> OKAY. SO DO YOU DISAGREE THEN WAS THAT THE PUNCH LINE? YOU DISAGREE WITH HIM ON ROBINHOOD BECAUSE YOU OWN THAT? >> I COULDN'T DISAGREE MORE. YEAH. I MEAN, I THINK HE GOT IT RIGHT ON THOSE TWO. BUT I'M GOING TO HAVE TO PUSH BACK TO TOM. ON ROBINHOOD, REVENUES WERE UP 32% TO A RECORD $1.13 BILLION. EARNINGS PER SHARE WERE UP 48%. THEY HAD A RECORD 22 BILLION OF NET ASSETS. >> WHY IS THE STOCK LOOK LIKE THAT? >> THIS IS A STOCK THAT HAS A VERY HIGH VALUATION. AND IF YOU LOOK AT IT AND YOU STRETCH IT OUT A LITTLE BIT LONGER, YOU HAVEN'T MADE MUCH MONEY OVER THE PAST YEAR. BUT IF YOU LOOK AT IT OVER THE PAST THREE YEARS, THERE'S NOT MANY STOCKS WE'VE MADE MORE MONEY WITH. I JUST BELIEVE IN VLAD. I BELIEVE IN THIS COMPANY. AND I THINK THAT THE NEXT GENERATION OF INVESTORS ARE EMBEDDED IN THIS ECOSYSTEM. >> I THINK THE MARKET TO CORRELATES IT WITH BITCOIN. >> ABSOLUTELY AND INCORRECTLY. YEAH. I DON'T THINK THIS SHOULD TRADE WITH BITCOIN. IT DID FOR A LONG TIME. AND IF YOU THINK OF THE ORIGINAL VERSION OF ROBINHOOD, THAT'S WHAT IT WAS. IT WAS A THING FOR KIDS TO TRADE ONLINE DURING COVID. AND IT REALLY WAS THE THE BITCOIN PROXY. I THINK FROM A STOCK PERSPECTIVE AFTER IT WENT PUBLIC. BUT I THINK IT'S MATURED TO A TRUE FINANCIAL SERVICES COMPANY. THEY'VE MADE AN ACQUISITION OF AN RIA. THEY OWN A CUSTODIAL PLATFORM. THERE'S A LOT MORE GOING ON HERE. >> BRIN YOU SOLD IT IN JUNE. ROBINHOOD THAT IS. >> YEP. >> YEAH. I THINK IT GOT CALLED AWAY AT 110. SO I'M OUT OF THE POSITION. I THINK THAT IT IS DEFINITELY GOING TO BE DRIVEN BY CRYPTO. SO IT LOOKS LIKE CRYPTO IS FINALLY WAKING UP. AND SO TACTICALLY I ACTUALLY THINK ROBINHOOD COULD START ALSO HEATING UP BECAUSE IT IS SO STILL DRIVEN BY THAT. SO I DISAGREE WITH TOM. ALSO. I THINK THAT IF CRYPTO WAKES UP, THIS WAKES UP AND THEREFORE THE STOCK WOULD GO HIGHER. >> WHAT'S SO INTERESTING IS THAT TOM LEE IS SYNONYMOUS WITH CRYPTO. >> RIGHT. >> AND HE DOESN'T LIKE ROBINHOOD. SO THAT TO ME IS THE MOST INTERESTING PART OF THIS TRADE. NOW IT'S ETHEREUM I THINK MORE SO THAN BITCOIN IF YOU WANT TO MAKE A DISTINCTION, BUT NOT BY MUCH. GUY WALKS AROUND WEARING PINS ON HIS JACKET. YEAH. >> I'M PRETTY I'M PRETTY SURE. >> IT LOOKS LIKE A GENERAL. >> I'M PRETTY SURE HE HAD A POSITION IN MICROSTRATEGY AT SOME POINT, SO
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