Analysts Conflicted on These Technology Names: Western Digital (NASDAQ: WDC) and Robinhood (NASDAQ: HOOD)We remain convicted in HOOD's long-term growth on the back of strong 2Q earnings where mgmt continues to demonstrate strong account growth and organic asset growth, illustrating that the value prop of the HOOD ecosystem continues to resonate. HOOD product shelf expanding with NNA growth accelerating into July. Mgmt's July commentary implies KPIs are trending better than May and June, where net deposit growth was in the mid-teens, below mgmt's target of 20%. While we’re long-term bulls, we’re EW in the near term as we see more limited upside to shares at these levels. But, our recent work sizes incremental potential earnings power from 10 new business lines at ~$3 per share by 2031, assuming high 80% incremental margins that mgmt cited on the earnings call. We look for more clarity, progress, traction on those new initiatives to get more positive on the shares.