I took the stage at HOOD Summit with @RobinhoodApp chief investment officer @StephGuildNYC to unpack the stocks inside the firm's active portfolio. - 6 specific names $HOOD owns now - Bullish midterm seasonality - Hedging AI bubble risks New live recording of FULL SIGNAL👇 0:00 - Stocks at record highs 1:38 - Energy as a hedge 2:32 - Midterms and 4-year cycle 3:45 - Market breadth narrowing 5:06 - Earnings expectations bubble? 7:29 - 10-year yield at 5.2% 10:35 - Stocks vs. bonds 11:28 - AI capex vs. economic growth 14:35 - Software -consumer divide 15:46 - Energy stock picks 18:54 - Defense sector 20:37 - Robinhood Strategies 23:31 - AI bubble risks 26:19 - Cybersecurity stocks 27:18 - Stocks to avoid 29:06 - What we could be wrong about 31:24 - Follow Steph