Aug. 17 at 7:11 PM
$HOOD
https://www.youtube.com/watch?v=dAqSutkVa28
Citizens analyst Devin Ryan: "Robinhood below
$100 is a tremendous opportunity"
Devin is one of Wall Street's biggest
$HOOD bulls and the lead analyst covering Robinhood at Citizens (
$155 PT, Market Outperform)
The heart of Devin's long-term
$HOOD thesis is his belief that AI agents will drive a 10X+ increase in retail trading volume 🤯 -- and that Robinhood is best-positioned to capitalize on this shift. He also lays out his super-app thesis, talks Robinhood vs. SoFi, and discusses the math that could carry Robinhood toward
$40-50B of revenue and a
$500B+ valuation within a decade. The conversation closes on prediction markets, gambling optics, and what the biggest
$HOOD bear case is today.