According to @StockMarketNerd, 45% of Robinhood's HOOD business comes from crypto and options transaction revenue, underscoring high exposure to retail trading cycles, source: @StockMarketNerd. The company has broadened its product suite, with 11 products now generating at least $100M in revenue, indicating tangible diversification progress, source: @StockMarketNerd. Consensus revenue estimates project just 18% year-over-year growth next year, setting a relatively modest baseline for forecasts, source: @StockMarketNerd. The source notes potential upside versus consensus if the retail and crypto cycle accelerates, and downside risk if conditions soften, making crypto trading activity a key driver for HOOD performance, source: @StockMarketNerd.