India was one of the world’s hottest investment destinations not long ago, now it ranks the least-favored market in Asia.
Foreign funds have pulled about net $25 billion this year. Foreign ownership of Indian stocks is now at a 17-year low. https://t.co/ap4NAgdUXC
3 months later, $HOOD is up 72%
As we said at the time, the buyback authorizations gave some of the best buying opportunities
Technically, the setup is bullish: price recovered the 200MA and 50MA, and reached the short-term Wave 3 target
Now I would prefer to see a pullback into the short-term Wave 4 zone
That said, momentum can still carry price higher
Fundamentally, $HOOD keeps pulling assets at a high rate (May 2026 metrics):
• 27.7M funded customers
• $377B total platform assets
• 27% LTM net deposit growth
The strategic opportunity is still very strong but given the the 22x PS and 55x PE valuation, the question is no longer whether $HOOD is executing
The question is how much of that execution is already priced in
If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Optical Networking: $COHR
Transceivers: $LITE
Nuclear Energy: $CEG
Energy Storage: $ENS
Robotics: $TSLA
Drones: $ONDS
Satellites: $ASTS
Space Launch: $RKLB
Cybersecurity: $PANW
Fintech: $HOOD
AI Marketing: $ZETA
Stablecoins: $CRCL
Healthcare: $HIMS
Automation: $PATH
$5-8 TRILLION in AI capex expected through 2030. These companies sit directly in the path of that spending.