Greg Guenthner:

The Next Trillion-Dollar Whale

What’s the one stock everyone will wish they bought today five years from now? It's a company making waves in massive, multi-billion-dollar markets — crypto, options trading, prediction markets, sports betting… you name it, they’re probably there.

I'm talking about Robinhood Markets, whose platform is evolving. Robinhood has recently opened up to sports betting and predictions markets. It’s also maturing as an incredible one-stop shop for everything markets with its Robinhood Gold program and gold credit card.

Then, there’s Robinhood’s foray into 24-hour trading on major stocks and ETFs. It has also launched a crypto wallet with plans to expand into DeFi. And a new trading interface for phone and desktop? Yep, it’s got that, too.

Robinhood’s laundry list of new features is growing so fast that I’m having trouble keeping up. That’s one of the reasons I finally opened an account this week. I’ve been using ThinkorSwim (Now owned by Schwab) for more than a decade.

Will Robinhood convince me to jump ship? Will I migrate my crypto holdings from Coinbase? What about my savings accounts? Is JP Morgan management worried that Robinhood is coming for its customers? We’ll see!

⇒ Read More Here

Chris Campbell:

Trump’s Auto Tariffs Are a Gift to Tesla

Automaker stocks here and abroad are getting smoked following President Trump's big move to impose 25% tariffs on foreign autos and certain auto parts. But one automaker is up — Tesla.

Tesla rose on Friday by over 1% in premarket trading. The electric vehicle maker pared gains on Thursday but still closed higher, while rivals GM sank over 7% and Ford fell nearly 4%.

Beyond the obvious connection between CEO Elon Musk's affinity for Trump and his leadership of the DOGE commission, there are a few other reasons why Trump's auto policies — both on tariffs and EVS — may not be a problem for Tesla.

The main reason tariffs aren't likely to affect Tesla is the company's localized manufacturing. Though the company operates gigafactories in China and Germany, none of the EVs built there are sold in the U.S.

Even so, Musk added last night on X that Tesla is "NOT unscathed here" and that the impact of tariffs on the company is "still significant."

⇒ Read More Here

Davis Wilson:

The [REAL] Reason Behind Today’s Stock Market Chaos

Is President Trump using uncertainty and trade tensions in a deliberate effort to weaken the U.S. dollar? If true, this could be a calculated strategy by Trump to reshape the U.S. economy…

Right now, the U.S. dollar is extremely strong compared to other currencies, meaning its strength makes American goods more expensive for foreign buyers while making foreign goods cheaper for U.S. consumers.

When the dollar is too strong, U.S. companies struggle to compete in global markets because their products become too expensive for foreign buyers. At the same time, cheap imports flood the domestic market, making it harder for American manufacturers to sell their goods.

To counter these effects, Trump could be pushing for a weaker dollar by creating all this economic uncertainty. This push for a weaker dollar will likely continue for the foreseeable future, with tariffs playing a central role in driving uncertainty.

In the short term, expect stocks to continue trading wildly – down sharply, then clawing back, only to wobble again as tariff threats loom. However, for long-term investors, this presents opportunities to buy quality stocks at discounted prices.

⇒ Read More Here