Okay, fuck it. Goodbye $Palantir. After the 323% gain on my shares I’m pouring it all into $SoFi. The difference in risk reward for Palantir at 27.5 and SoFi at 6.2 is just too large. SoFi’s TBV/share will hit $5 this year. I do not expect the stock to go close to that anymore.
I give $SoFi a 21.71 price target today in my base case scenario. Assuming managements top end of guidance (which they always have easily beat). See my explanation below.
Probably the best article and most in-depth article on $SoFi I have ever read. Very well done. Every SoFi investor needs to read and understand this.
@DataDInvesting
$SoFi CEO Anthony Noto slams KBW’s downgrade and short recommendation from yesterday saying credit is performing relatively well and in line with expectations. I do not think the analyst expectations have ever been so far below reality before earnings. Expect a triple beat in Q2
@Fleetingxx
@OsherFeldman
All bright uni people do here in the Netherlands. They just don't want to risk losing their career by speaking out. I know no-one who is in favor of palestine.
@BryanWills67112
I bought my first $SoFi shares at $4.6. Just sad to see the gains erasing. When we break out of this wedge and triple beat this quarter we can go higher again. I’m willing to hold this stock for 15 years when SoFi is a 100b revenue company at a 200b market cap.
$SoFi sold some more cash secured puts here today expiring in September totalling another 8,000 shares if I get assigned at a cost basis of $5.51 a share. Really loved this opportunity to potentially get some shares at this cost basis. Today’s bounce was inevitable technically.
@Tim_Sweeney_TAR
Mr Sweeney, your video with Tannor was amazing, and your knowledge is invaluable.
@anthonynoto
seriously needs to consider you for the BoD. This man knows how to get the credit card business rolling.
$PYPL should buy $SoFi and create the strongest Fintech giant the industry has ever seen. With $16b in cash and +$5b in free cash flow they can easily afford it. This would be the biggest juggernaut Fintech company ever. A merger could also be amazing.
@acce
@anthonynoto
@thexcapitalist
Most underrated CEO on the street if you ask me. Just look at how he managed to manoeuvre SoFi through the toughest macro ever when their primary business student loans just disappeared out of nowhere. That’s just one thing he has done for $SoFi. He is part of my bull thesis too
Would be so fkn funny if we get a new product announcement, partnership, or the scheduling of an investor day today from
@anthonynoto
. Would allow $SoFi to short squeeze out of this wedge up to $9 in a week’s time. Noto knows this with his trading experience. Don’t be surprised
Omg, we are in a gamma squeeze. Explains the insane strength today from $SoFi. Market makers are being forced to buy up shares to delta hedge their position. If we get above $8 there will be WAY MORE DELTA HEDGING and we can see 100m+ volume days during this squeeze. ready up all
"I don't think people understand there's a 100% correlation with what happens to a company's earnings over several years and what happens to the stock."
-Peter Lynch $SoFi
@anthonynoto
@DataDInvesting
Like Anakin Skywalker, Anthony Noto's journey is marked by transformation and resilience, proving that even through the darkest times, the potential for greatness and change always shines through. We appreciate you boss!
Going to be so funny when we are at $32 in 2026 and
@giulianoab
and
@Wedbush
have no reputation left. Do these analysts actually understand anything or just give price targets based on their humongous ego? Absolute clowns, would love to debate them in front of a camera. $SoFi
Could this finally be it? If we can hold $7.8 we can then enter the massive gap at $8.07 up until $8.57, from which it are clear skies for SoFi. This is a make or break moment next week. Needs a lot of volume next week to let the shorts capitulate. This could be it. $SoFi
In my bull case my price target is closer to $30-$40 as of today's share price. Yeah this is a 450% upside from today's prices but you'll be surprised how many people are wrong. I called PLTR at $6, I called Meta at $89, I called Nu at $6 and I now call $SoFi at $6.43.
@arny_trezzi
@vladtenev
Overrated you mean? I remember him removing the buy button, he won’t hesitate to do it again. Nobody trusts Robinhood. Sketchiest company out there
Very, very interesting $SoFi (Mind the gap from $8.06 until $8.60 which is unfilled). If Powell shows his magic tonight. We might see +$8.60 before friday's close.
@Courage_wins
At this pace SoFi will be trading at TBV in 2025, which is ridiculous. Even for a bank that doesn’t grow profits and revenues. Wall St just loves to sell naked calls on this stock to collect premium from gamblers. That will be over soon.
@anthonynoto
BOUGHT $SoFi 28,775 SHARES, WE ARE SO BACK BABY LETS GO SOFI 🚀 Greatest Fintech CEO by far, only one that actually really cares about his investors!
$SoFi captured the 50,100,150, and 200 day MA. The high RSI is worrying me a bit but if volume stays high we might see some more upside. Seriously interesting now we approach the massive gap from $8.2-$8.57. I expect a small correction this week and a run to the $8.2 next week.
4. COME TO EUROPE ASAP. Europe has the most boring banks ever which barely even innovate. Every major bank has a super low interest rate on their savings product. $SoFi's one stop shop product will DISRUPT the European banking industry dramatically.
Really hope to see a $5 soon. I’ll go for 100% portfolio allocation (my long positions) in $SoFi. Getting another 5100 shares friday. Trading under book value IS DUMB FOR A COMPANY GROWING AT THIS PACE AND 1000% eps growth in the coming two years.
$SOFI did anyone consider the insane EPS beats we would have this year if personal loan default rates stay in the 3%-4% range instead of the 7%-8% range guided by SoFi? Also the strong economy (low unemployment and moderate GDP growth) would contribute significantly.
@EverythingSOFI
@anthonynoto
@CLapointe12
Wall Street doesn’t yet get it. When they will, the company will be trading at a way richer valuation. I’m buying as much shares as possible
@DeuceCabooseSki
I bought a fuck ton of calls. From this quarter on we will exponentially grow hard. Fuck the shorts. I’ll be going 100% portfolio allocation in SoFi under $6
@DataDInvesting
$SoFi is literally the perfect company for Peter Lynch. I read Beating The Street and One Upon Wall Street and I cannot stop thinking about SoFi...
@ramahluwalia
Ironic. SoFi’s earnings will also grow approximately 7000% in the coming three years. Not so scary now is it? 🤡 $SoFi
@Tim_Sweeney_TAR
cant take this guy serious man.. what a disappointment for the investing community
1. SoFi Invest options level 3-6 implementation ASAP. This is a critical aspect of their brokerage business. I would never go to a broker that does not allow me to sell naked puts. This might trigger the entire retail customer base of $HOOD to go to $SOFI in no time
Educating families/members on the power of investing. Also further improving Family financial planning offerings, like college savings plans and family budgetting tools. More examples:
DO NOT INVEST IN $SOFI. Please
@TheRoaringKitty
don't invest in SoFi. This company is great and will perform tremendously in the coming decade. Please do not ruin the stock for us long term shareholders by luring in dozens of malicious hedge funds to further ruin the stock. 🙏
@Bitcoineconprof
That’s why I let it run 330%. Investing for me is solely risk/reward. And I like the potential reward and lower downside for SoFi more than for Palantir. $SoFi can’t go below $5 a share in 2025 otherwise activist investors will pour in and liquidate the company or lean it out.
3. Underwriting IPO's. SoFi has done this before and has a whole proficient team for these tasks. Underwriting IPO's is highly lucrative and I would love $SoFi to keep expanding it's operations in this segment.
@Kawcak20
@anthonynoto
@CLapointe12
This is going to age like fine wine once we are in 2026 🍷 I also have 25k in call options as addition. $10 calls trading at 1.22 is insane for 2026. Have been scooping them up under $7
Someone dumped over 1.6 million shares of $SoFi in the last hour of trading, especially the last minutes. There are few shareholders controlling so much shares. Interesting.