COIN, TSM& HOOD: What's the Next Trend?
1.
I’m sharing part of my $Robinhood(HOOD)$ earnings analysis from last night’s subscriber update because it’s crucial to understand how much the company has transformed over the past two years:
What was once a business dependent on transaction-based revenue and order flow is now evolving into a diversified, subscription-driven engine -- one that compounds revenue while reducing exposure to market volatility. Robinhood isn’t just capturing activity -- it’s building financial stickiness, converting casual traders into long-term, engaged participants willing to subscribe, invest, and spend more time within its ecosystem.
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2.
CRYPTO IS ON FIRE THIS CYCLE 🤯
$Coinbase Global, Inc.(COIN)$ 's transaction revenue surged +194% YoY -- while $HOOD's crypto trading soared +700% YoY.
With regulatory clarity improving & market engagement deepening -- both platforms are solidifying their dominance in digital assets.
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3.
$Taiwan Semiconductor Manufacturing(TSM)$ is reviewing three U.S. proposals: building an advanced packaging facility, forming a joint venture with $INTC for its foundry business, or leveraging Intel’s packaging capabilities for U.S. customers like $Apple(AAPL)$ .
However, TSMC is hesitant due to labor shortages &. low profitability concerns.
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