Hello and welcome to Ask Me for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into.Stocks jumped Monday as investors clawed back losses from Friday's trading. At the end of the session, all major indices ended the day higher. And it is a hot summer for investors.We're taking a dee ...

Business Performance & Growth - Robinhood's year-to-date gains are approaching 200% [1] - Net promoter scores are at a four-year high, leading to strong net deposits in July and market share gains across all assets [3] - Revenue and EPS have been very strong [3] - Customer satisfaction is high, driving business growth [3] Product Development & Innovation - Robinhood is announcing products that are ahead of the industry [4] - Robinhood Banking is rolling out later this quarter, internally tested with thousands of employees [7][8] - Home loans partnership with Sage offers mortgages at industry-leading rates [9] - Credit card is considered the best on the market [9] Expansion Strategy - Long-term potential lies in expanding globally to billions of people [6] - Aiming to evolve from a retail-only platform to a full platform serving businesses and institutions [6] - Acquisitions are considered if they accelerate the product roadmap by 18 months and align with the company culture [7][14] Market Perspective - Retail investors are driving market surges by investing in companies they believe in, unlike institutional investors focused on macro factors [16][18] - The company's valuation is approaching $100 billion, exceeding that of Intel [4]

Financial Performance - The company experienced 12% revenue growth and 24% EPS growth across all divisions [1] - The financial technology division saw 10% growth [2] - Capital access platforms, including the index business, experienced 9% growth, with listings and data analytics growing by 17% [2] - The data business increased by 7% due to international demand for US stocks data [12] IPO Market & Trends - There were 83 IPOs in the first half of the year, including three of the top five [3] - Large-cap companies performing well post-IPO are boosting investor confidence [4] - Biotech, tech software infrastructure, and crypto spaces are showing strength in IPOs [6][7] - Companies more dependent on the physical economy are taking longer to go public [8] Retail Investor Activity - Retail investors have been active in the market, driving recovery from the April 2nd drop [9] - Retail engagement increased in the second quarter compared to last year [11] - Retail investors are driving interest in indexes and index products [11] AI & Technology - AI is seen as a major unlock for creating new capabilities and improving client efficiency [14] - AI-powered digital workers can reduce the workload of human teams by 80% in areas like alert assessment and write-ups [16] - Tokenization is viewed as a technology similar to contracts for difference, offering financial interest without owning underlying shares [18][19]

RT Santiment (@santimentfeed)🤫 Bitcoin retail has been quiet, with few calls for higher price levels. The dust has settled from the July 14th $123,077 all-time high, and traders have shown signs of doubt.🔗 If this trend continues, it could lead to another quick ath. Track it here: https://t.co/y6cJO1fAo9 https://t.co/CIHE9E5XHO ...

Market Sentiment - Bitcoin retail investors show little expectation for higher prices [1] - Doubt among traders has emerged following the $123,077 all-time high on July 14th [1] - Continued doubt trend may precede another quick all-time high [1]

🤫 Bitcoin retail has been quiet, with few calls for higher price levels. The dust has settled from the July 14th $123,077 all-time high, and traders have shown signs of doubt.🔗 If this trend continues, it could lead to another quick ath. Track it here: https://t.co/y6cJO1fAo9 https://t.co/CIHE9E5XHO ...

Market Perspective - Crypto Twitter (CT) users reportedly underperformed in trading Useless, often overtrading or selling prematurely [1] - Individuals outside of CT, including "normie friends" and TradFi colleagues, outperformed CT users by holding Useless longer, viewing it as a potential "next Dogecoin" [1] Trading Behavior - CT is not retail [1] - CT friends poorly traded Useless, they either overtraded, sold too early, or just faded it [1]