Robinhood Chain / RESEARCH

An idea.
A portfolio.

Give your ideas a foundation.

What is your thesis?01 / CREATE
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AI research, shaped around your idea.How it works
Asset catalog
THE COLLECTION

Great minds. Different theories.

Every portfolio is a way of seeing the world.

11themes to explore
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Energy infrastructure6 stocks

Powering the AI era

“AI data centers need reliable power and cooling”

CEG 25%VRT 22%GEV 18%
01 / CURATEDThemes
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Energy infrastructure6 stocks

Nuclear, around the clock

“Nuclear power is a building block for always-on AI”

CEG 30%VST 24%OKLO 16%
02 / CURATEDThemes
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Artificial intelligence6 stocks

The compute economy

“AI growth drives demand for chips, memory, and networking”

NVDA 28%TSM 20%AVGO 17%
03 / CURATEDThemes
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Space economy6 stocks

The space economy arrives

“Lower launch costs open new markets in the space economy”

RKLB 28%ASTS 21%LUNR 16%
04 / CURATEDThemes
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Artificial intelligence6 stocks

The pieces behind robotics

“Robotics needs chips, sensing, and automation”

NVDA 27%TER 22%AMBA 17%
05 / CURATEDThemes
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Cybersecurity6 stocks

Guardians of the digital world

“Companies prioritize integrated cybersecurity platforms”

CRWD 28%PANW 25%FTNT 18%
06 / CURATEDThemes
THE THINKING BEHIND THESIS

Good ideas deserve
a clear explanation.

Understand the assets, the allocations, and the mechanics.
Explore the thinking behind every step.

Read the whitepaper
THESIS / RESEARCH PAPERFrom a sentence
to a portfolio.
Σ wᵢ = 10,000
Ideas, assets, and allocations
Methods and mechanics · September 2026
194Assets in the catalog
5–12Assets per portfolio
100%Fully allocated