Calls
3
Rob Hadick
General Partner, Dragonfly
Win Rate
33.3%
return
-15.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 03
$112.73
-11.5%
Robinhood's dedicated crypto wallet is a very good product that will see high engagement, and deep integrations with protocols like Lighter and Morpho will make the offering best-in-class. This positions Robinhood to capture more of users' financial lives, drive on-chain trading volume, and build a moat, which should ultimately benefit the stock.
Brokers
Long
Jul 03
$242.41
+13.9%
Cloudflare's new monetization gateway enables pay-per-request stablecoin payments for millions of websites, potentially becoming a significant new revenue stream. As a dominant internet infrastructure provider with unique insight into AI agent traffic, Cloudflare is well-positioned to benefit from the growth of agentic commerce, even if volumes grow slowly at first.
Cybersecurity
Long
Jan 27
$101.59
-50.2%
Metals are hitting all-time highs. This is not just a monetary premium trade. There is a technological demand shock incoming. AI data centers and power generation require massive amounts of copper and rare earth metals. The supply does not exist to meet this "AI Infrastructure" demand. LONG. This is a structural, fundamental repricing of physical commodities. Global recession reducing industrial demand; AI capex slowing down.
Metals are hitting all-time highs. This is not just a monetary premium trade. There is a technological demand shock incoming. AI data centers and power generation require massive amounts of copper and rare earth metals. The supply does not exist to meet this "AI Infrastructure" demand. LONG. This is a structural, fundamental repricing of physical commodities. Global recession reducing industrial demand; AI capex slowing down.
Commodities
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Rob Hadick has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: HOOD, SILVER, POLYMARKET.
