Citizens expects Robinhood Chain to generate about $365M in net revenue for $HOOD in 2027, or roughly $1M per day.
Its estimate assumes underlying sequencer revenue runs about 65% below the recent 7-day average.
Citizens raised its price target to $165.
Citizens Bank thinks $TSLA Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs.
Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months.
That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.
Citizens Bank thinks $TSLA Robotaxis can still generate ~87% IRRs even at ~$100K per vehicle.
That’s what makes this so interesting because removing the driver can cut the cost of a ride by more than half giving Tesla room to spend more on sensors and compute while still generating really strong returns.
"citizens strongly support regulating AI & generally prioritize safety over innovation, public governance over private self-regulation, & international over national approaches"
Thankfully we don't live in a direct democracy.
Citizens who oppose Flock cameras and the erosion of Americans’ privacy should call their local officials and make their voices heard.
In a constitutional Republic, government is accountable to the people. Not the other way around.
.@CitizensBank announced it will STOP extending credit to multiple contractors affiliated with ICE detention centers after anti-ICE activists targeted them.