This is one of those moments that makes me smile. Back in December 2024, I pounded the table on Robinhood Markets (HOOD). Fast forward to today… and the stock is exploding higher, proving exactly why I was so bullish then - and why I’m even more excited now.
What’s Happening
Robinhood just got the call every company dreams of: it’s being added to the S&P 500. The stock surged about 15% on the news, and for good reason. On September 22, 2025, Robinhood will officially join the index alongside AppLovin (APP) and Emcor Group (EME), replacing Caesars Entertainment, MarketAxess Holdings, and Enphase Energy.
This isn’t just a headline. It’s a turning point.
Why It Matters (and Why I Nailed It Early)
When a stock is added to the S&P 500, every index fund and ETF tracking the index has to buy it. That’s billions in built-in demand. It’s one of the few times in investing where the wind shifts directly in your favor.
But more importantly, this inclusion forces Wall Street to take Robinhood seriously. It’s no longer just a “meme stock” or a scrappy fintech disruptor. It’s now a profitable, fast-growing financial platform with legitimacy stamped by the most important index in the world.
Where We Stand
Performance: Since I recommended HOOD for my Select Portfolio in December, the stock has more than tripled. (I am already working on the 2026 Select Portfolio.)
Fundamentals: The company flipped to profitability in 2024, powered by crypto trading, options, and interest income.
Valuation: Sure, shares are pricey - but with growth like this, the premium is justified.
My Take
When I highlighted Robinhood last December, I saw the writing on the wall: profitability + growth + crypto tailwinds + innovation in retail investing. That thesis has played out beautifully, and today’s news is the ultimate validation.
If you already own it, this S&P boost is just more fuel in the tank. If you don’t, there’s still upside - just expect some volatility along the way.
Bottom line: My December 2024 call on Robinhood was no fluke. Today, the market confirmed it. And this ride isn’t over.
Stay tuned for the Select Portfolio 2026 coming soon…
Here’s to the future,
Matt McCall
Editor, Market Insights
PS: While the 72-hour deadline has ended, we’re keeping the 50% discount open for just a few more hours — so those who didn’t get a chance earlier can still benefit at a reduced rate!
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