Robinhood Markets ($HOOD) reported Q1 2026 earnings featuring $1.07B in revenue (+15% YoY) and $0.38 EPS, though the stock fell over 9% after-hours to $74.37 following a "double miss" on expectations due to lower take rates. Despite strong trading volumes and growth in Robinhood Gold subscribers (4.3M) and total platform assets ($307B), the sentiment is bearish as the company failed to deliver the significant earnings beats seen in other sectors like chips and datacenters. The post highlights that while $HOOD fundamentals are improving, it currently lacks the momentum required for a rotation back into fintech and software positions.