Retail traders buy the dip on chip stocks — but Robinhood gets burned by the crypto market
Published . Updated .
Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.”
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-0.1% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-1.3% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- IBIT iShares Bitcoin Trust+4.9% 30d
iShares Bitcoin Trust: it follows bitcoin. Linked by “crypto” (crypto) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- COIN Coinbase Global-7.2% 30d
Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.
- MSTR Strategy+2.2% 30d
Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.
- MARA MARA Holdings-9.9% 8d
MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.
- AVGO Broadcom-3.0% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | -0.22% | -5.49% | base | after close | after close | after close | after close |
| SOXXNo price data for this ticker | — | — | — | — | — | — | — |
| IBIT | +4.66% | +0.57% | base | after close | after close | after close | after close |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| COIN | +9.92% | +2.11% | base | after close | after close | after close | after close |
| MSTRNo price data for this ticker | — | — | — | — | — | — | — |
| MARANo price data for this ticker | — | — | — | — | — | — | — |
| AVGO | -1.34% | -6.05% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.”
Source: MarketWatch
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| AVGO | three days earlier | -6.05% | final price |
| AVGO | five days earlier | -1.34% | final price |
| COIN | three days earlier | +2.11% | final price |
| COIN | five days earlier | +9.92% | final price |
| IBIT | three days earlier | +0.57% | final price |
| IBIT | five days earlier | +4.66% | final price |
| SMH | three days earlier | -5.49% | final price |
| SMH | five days earlier | -0.22% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Coinbase Global (COIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Coinbase Global (COIN), worth $1,001 - $15,000 on 18 Aug 2026. That is 70 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Coinbase Global (COIN), worth $1,001 - $15,000 on 10 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Strategy (MSTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold MARA Holdings (MARA), worth $15,001 - $50,000 on 29 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the semiconductors case looks
12 out of 100
“Retail traders buy the dip on chip stocks — but Robinhood gets burned by the crypto market” scores 12 out of 100. The score uses 1 sources.