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A Note from The Fonz

June 19, 2025

Hi everyone — Alfonso here.

If we haven’t met yet, I’ve been part of the All Star Charts team for the past four years, working alongside JC Parets and Steve Strazza.

My focus is U.S. and international equities, where I contribute daily notes and reports to help our clients stay on top of the most important trends.

One of the things I’m most passionate about is insider activity — tracking what the smart money is doing. 

I run our Hot Corner Insider, where we monitor key filings like Form 4s, 13Ds, 13Gs, and even political trades.

Every morning, we spotlight the most notable insider buys from the day before.

And yesterday? We got a big one.

For the first time ever, Robinhood $HOOD popped up on our radar — and it made a statement.

Christopher Payne just bought 26,500 shares at $74.18. That’s a $2 million open market purchase. 

His own cash. No fancy options or restricted stock grants.

Payne joined Robinhood’s board in December. Before that, he was the COO at DoorDash, CEO of Tinder, and held key roles at Amazon, Microsoft, and eBay. 

The man knows tech. He knows growth. He knows the business.

This comes as HOOD is breaking out above its post-IPO high and completing a massive multi-year base:

This chart couldn’t look any better right now.

It’s one of my favorites out there.

You see, there are hundreds of reasons an exec might sell stock — taxes, diversification, paying for a daughter's wedding, you name it.

But there’s only one reason they step in to buy with their own cash: they believe the stock is going higher.

And what makes this even more interesting is the fact that it’s the first insider buy at HOOD since 2021.

Robinhood isn’t just a trading app anymore. It’s becoming a full-stack financial platform — brokerage, retirement, credit, cash management — built for the next generation.

The company is now worth $70B. Just last year it was completing a major reversal base.

Funny to think it used to be part of our 2 to 100 Club universe. I’ve unlocked this post from last year  so you can see what I mean.

That scan tracks high-growth stocks as they move from $2B to $30B in market cap, focusing on the strongest names in top industries like Software and Semis. 

These are the next $100B companies — and HOOD is on track to become one.

Here’s is yesterday’s table:

If you want trade ideas like these delivered every week, you can join the 2 to 100 Club here.

That’s all for today!

I hope you enjoy the Juneteenth holiday. I definitely will — I’m in Edinburgh, Scotland right now and plan to explore the city.

Cheers,

Alfonso

 

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