1. Robinhood has dropped ~40% from peaks, presenting a fresh buying opportunity in this fantastic growth stock. 2. The company's trading metrics through February show healthy y/y growth in both crypto trading volumes and options contracts. 3. Management expects only ~10% growth in all expenses this year, with consensus expecting 25% revenue growth, indicating rising margins. 4. Risks include potential net interest income decline due to rate cuts, but the current dip offers a compelling buying opportunity at ~16x forward adjusted EBITDA.
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