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The Howard Lindzon Show: The Prediction Market Tailwinds, Is Draftkings The Thing Before The Thing, And Robinhood Ventures

Featuring some major Stocktwits upgrades

Author

Howard Lindzon
February 20, 2026

Good morning…

We dropped another episode of The Howard Lindzon Show with Michelle Steele.

I start by discussing some major upgrades to Stocktwits including overnight pricing on the charts, lightning-fast earnings summaries powered by AI, and a revamped earnings stream built for the “markets never sleep” era. The best earnings follow on the internet is the ‘stocktwitsearnings’ stream which offers up a real time stream of earnings summaries.

Catching up on the Degenerate Economy Index, the $CBOE ( ▲ 0.27% ) is breaking out to new highs, the VIX is climbing, and prediction markets keep expanding. This week it is the CFTC blessing them.

We also dig into Robinhood Ventures (a closed-end fund aimed at giving retail investors exposure to late-stage private names), why it’s great business for $HOOD ( ▲ 0.59% ) , and why it may not be the “revolution” some investors think it is.

Finally, we break down the massive $IGV ( ▼ 0.27% ) vs $QQQ ( ▼ 0.38% ) divergence, why software is getting violently repriced, and why consumer staples are pushing higher.

Scroll down below the video to see all the topics discussed. Please do subscribe to get the shows delivered to you faster:

JUMP TO THE GOOD STUFF:

  • (0:00) Intro: Howard’s “hip corner” and podcast setup

  • (0:33) Stocktwits upgrades: overnight pricing, earnings stream, AI overviews

  • (2:13) Why Stocktwits watchlists are built for real-time investors

  • (3:12) The power of the earnings stream: summaries + sentiment fast

  • (4:14) Streaming is the present (and future) of markets

  • (5:23) Degenerate Economy Index: CBOE breakout and what it signals

  • (6:06) CBOE as the “global YOLO bookie” bellwether

  • (8:29) Prediction markets regulatory momentum and what’s next

  • (9:54) DraftKings and Flutter as “the thing before the thing”

  • (12:35) QVC, distribution, and why UI wins over time

  • (15:49) Robinhood Ventures: retail access to private companies

  • (16:54) Howard’s “thing before the thing” moment with pre-IPO liquidity

  • (20:01) Buyer beware: fees, pricing, and why good investors may pass

  • (25:14) IGV vs QQQ: the “expensive divorce” in software

  • (26:05) Is software “done” — or is this the screaming phase?

  • (30:06) Consumer staples: flight to safety and 1998-like valuations

  • (33:13) Hot dog alpha: Chicago dog vs ketchup debate

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.

Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍

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