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@AzureCanada_

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investor | $TSLA #BREAKING news. My posts are not financial advice, only educational.

Earth
Joined December 2022
Don't wanna be here? Send us removal request.
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@AzureCanada_
Azure Capital
2 months
“Huge Tesla Bull” and “King of fighting FUD”. But still shorting the greatest company on Earth…. What a loser @ValueAnalyst1 @WholeMarsBlog @elonmusk $TSLA
@squawksquare
squawksquare
2 months
Another 1,000 short at $262.52. $TSLA
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@AzureCanada_
Azure Capital
7 months
$SOFI CEO @anthonynoto joined CNBC this morning: “GAAP profitability for the first time, which will sustain in 2024” Our price target is $20-25!
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@AzureCanada_
Azure Capital
9 months
ARK Invest and @CathieDWood announce new venture fund available on @SoFi during her interview of @elonmusk Elon calls this a great idea! $SoFi $TSLA @elonmusk @anthonynoto
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@AzureCanada_
Azure Capital
8 months
$SOFI discussion on CNBC today. Huge 2024 ahead focused on potential growth in banking as a service. A partnership with $AAPL would be massive. Our price target is $20-$25!
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@AzureCanada_
Azure Capital
8 months
$SOFI price target raises today: Deutsche Bank has a target of $11. Barclays is at $10 for the stock. Our price target is $20-25. BULLISH!
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@AzureCanada_
Azure Capital
8 months
$SOFI huge buying opportunity under $10 right here! 2024 catalysts 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing partnerships and product additions FY’24 5/
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@AzureCanada_
Azure Capital
9 months
Mizuho Securities Dan Dolev says $SOFI has upside to reach a $50 price target if fears on the stock subside.
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@AzureCanada_
Azure Capital
9 months
$SOFI short interest is 15.95%. Unreal. SoFi to $25 in 2024 🚀
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@AzureCanada_
Azure Capital
8 months
$SOFI huge buying opportunity under $10 right here! 2024 catalysts 1/ GAAP profitable announcement Q1 2024 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ Major Business as a Service partnership FY’24
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@AzureCanada_
Azure Capital
9 months
A HUGE opportunity for $SOFI: $SOFI could train an AI model to crawl through filings like 10Qs, 8Qs etc to build trust and credibility with investors. This product could generate statistical measurements to help investors hold companies accountable. Anyone could subscribe.
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@AzureCanada_
Azure Capital
8 months
$SOFI huge month ahead for the company: 2024 catalysts 1/ GAAP profitable announcement Q1 2024 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ Major Business as a Service partnership FY’24 6/ new
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@AzureCanada_
Azure Capital
8 months
$SOFI finished today up 3.77% and closed at $8.53 a share. BULLISH.
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@AzureCanada_
Azure Capital
8 months
BREAKING NEWS: $SOFI to achieve GAAP profitability in Q4 earnings. "And remain committed to CONTINUING to deliver strong GAAP profitability"
@SoFiIR
SoFi Investor Relations
8 months
Statement: “We conducted a small reduction in force yesterday. We plan to continue to grow our team in 2024 and remain committed to continuing to deliver strong GAAP profitability and grow tangible book value, by doubling down on our most important company priorities." (1/2)
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@AzureCanada_
Azure Capital
8 months
$SOFI about to 🚀 this month 2024 catalysts 1/ GAAP profitable announcement Q1 2024 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ Major Business as a Service partnership FY’24 6/ new marketing
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@AzureCanada_
Azure Capital
8 months
$SOFI short interest now at 14%. How long till they all get burned by SoFis upcoming profitability? @ARKInvest
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@AzureCanada_
Azure Capital
8 months
$SOFI is looking really juicy for a buy!
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@AzureCanada_
Azure Capital
9 months
Merry Christmas to all $SOFI and $TSLA bulls! $SOFI 2024 catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing and product additions FY’24
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@AzureCanada_
Azure Capital
9 months
$SOFI up to $10.22 (+2.63%) today. 2024 catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing and product additions FY’24 ( @CathieDWood ) 5/
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@AzureCanada_
Azure Capital
9 months
Our 2024 $SOFI price target is $20-$25
@KyleWhiteGOAT
stock goat
9 months
$SOFI My Price Targets are all on Growth expectations for next year assuming the entire business is Profitable. +20% growth Price Target $15 +25% growth Price Target $18 +30% growth Price Target $21 +35% growth Price Target $24 +40% growth Price Target $27
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@AzureCanada_
Azure Capital
8 months
$SOFI participated in a briefing last week with Biden administration officials to improve financial resilience. Great to see the company participate in improving public policy. @anthonynoto
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth of $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ Increasing margins and share buyback FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25
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@AzureCanada_
Azure Capital
9 months
Huge momentum into $SOFI. Now almost up 5% for the day. This stock will cross $20 before we know it.
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@AzureCanada_
Azure Capital
8 months
Tom Lee today maintaining his bullish 2024 outlook on CNBC today. Small caps and financials are the top pick of the year! $TSLA $SOFI $IWM $XLF @fundstrat
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@AzureCanada_
Azure Capital
9 months
Fundstrat; 2022: oil ✅ 2023: FAANG ✅ 2024: will Tom Lee be right again? $tsla $sofi @fundstrat @carlquintanilla
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@AzureCanada_
Azure Capital
8 months
$SOFI up 5.17% to $7.88/share. Earnings next week 🚀 2024 catalysts 1/ GAAP profitable announcement Q1 2024 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ Major Business as a Service partnership FY’24
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@AzureCanada_
Azure Capital
8 months
I’m confident in $TSLA and $SOFI. Both have incredible product innovation and consistent 30%+ annual growth. These two companies are creating moats that will be unmatched. Our price targets are $420 and $25 respectively!
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@AzureCanada_
Azure Capital
8 months
$SOFI investor relations should be responding to this downgrade report. The move in shares is too big to not to. @anthonynoto @SoFiIR
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@AzureCanada_
Azure Capital
7 months
#BREAKING : NBA is announcing that @SoFi will become the leagues official bank. @anthonynoto great job to the team! $SOFI
@NBA
NBA
7 months
We’re excited to announce that @sofi is joining the league as the Official Bank of the NBA! SoFi is the next generation of banking, here to help fans get their money right. Look out all season as we partner to put more money in your pocket. See you on the court! 🏀🔥☄️
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@AzureCanada_
Azure Capital
9 months
$SOFI even for the day at $10.32. 2024 catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing partnerships and product additions FY’24 (AI, Fintech)
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@AzureCanada_
Azure Capital
8 months
$SOFI 2024 catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing partnerships and product additions FY’24 5/ Increasing margins and potential share
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@AzureCanada_
Azure Capital
8 months
Chamath on $SOFI in 2021 ✅: “$8.7 billion of post-transaction equity value represents a 20x 2023 P/E multiple, or a 9x 2025 P/E multiple. To put this in context, when you look at companies like JPMorgan, Bank of America, Goldman Sachs, those are businesses that today trade on
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@AzureCanada_
Azure Capital
8 months
$SOFI CEO @anthonynoto buying shares here would be good reassurance to any institutional funds that are thinking of dumping the stock. Why not buy $50K more shares?
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@AzureCanada_
Azure Capital
9 months
Bullish for $SOFI. Financials and small-caps are well positioned for an excellent 2024. @fundstrat
@MarkNewtonCMT
Mark Newton CMT
9 months
$IWM finally managed to achieve its long-awaited weekly close above prior peaks going back since Spring 2022- We've seen both Absolute and relative breakouts vs SPX at this point- While gains shouldn't prove uninterrupted, we DO finally have a window for Small Cap
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@AzureCanada_
Azure Capital
8 months
$SOFI and $TSLA are both down today. I’m buying more of both today. These companies have a big year coming and my conviction on them is strong. Price targets for 2024: $TSLA $350-$400 $SOFI $20-$25
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@AzureCanada_
Azure Capital
8 months
$SOFI Q4 Earnings Date Announced for Monday, January 29th 2024 at 8 AM EST Let’s go! 🚀
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@AzureCanada_
Azure Capital
8 months
Happy new years everyone! May this be a happy and prosperous year for all! $tsla $sofi
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@AzureCanada_
Azure Capital
8 months
$SOFI up 2.76%. Layoffs rumors are positive news for a company trying to become more efficient and profitable.
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@AzureCanada_
Azure Capital
8 months
$SOFI will hit profitability and accelerate its EBITDA margin growth. Super excited to see how the stock does this year 🚀
@SoFiIR
SoFi Investor Relations
8 months
We will be hosting a conference call to discuss financial and operating results for the fourth quarter and full year 2023 on Monday, January 29, 2024, at 8 a.m. Eastern Time. Pre-register for the call here:
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@AzureCanada_
Azure Capital
8 months
Wall Street is rigged but $SOFI will win long term.
@DataDInvesting
Data Driven Investing
8 months
When $SOFI sank 13% on the KBW downgrade. One of their core arguments was that lower rates would hurt SoFi's fair values. Putting aside the fact that their argument doesn't make any sense, if the stock fell 13% because lower rates are a risk, why didn't it rise today with a hot
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@AzureCanada_
Azure Capital
8 months
$SOFI buying more under $10 right here! 2024 catalysts 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing partnerships and product additions FY’24 5/ Increasing
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@AzureCanada_
Azure Capital
8 months
“It’s a matter of when, not if, we become a top 10 financial institution in the country. ‘When’ is going to be driven by @SoFi continuing to deliver on being a household brand name, on being a trusted partner for our members." - Anthony Noto, CEO of $SOFI @anthonynoto
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@AzureCanada_
Azure Capital
9 months
Should $SOFI add a savings year in review or dashboard? Can include money saved being with SoFi rather than being with a legacy bank. What say you? @anthonynoto @SoFi Credit: @throwabull
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@AzureCanada_
Azure Capital
8 months
$SOFI up 2.23% at mid-day. Bullish for the move into profitability this month 🚀
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing and product additions FY’24 ( @CathieDWood ) 5/ Increasing margins and potential share
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@AzureCanada_
Azure Capital
9 months
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@AzureCanada_
Azure Capital
9 months
Correction: $15*
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@AzureCanada_
Azure Capital
8 months
$SOFI investors need to realize the growth story for this company is amazing. Between their enterprise and consumer businesses, $SOFI will continue to execute. We are dip buyers.
@AzureCanada_
Azure Capital
8 months
Chamath on $SOFI in 2021 ✅: “$8.7 billion of post-transaction equity value represents a 20x 2023 P/E multiple, or a 9x 2025 P/E multiple. To put this in context, when you look at companies like JPMorgan, Bank of America, Goldman Sachs, those are businesses that today trade on
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@AzureCanada_
Azure Capital
9 months
$SOFI about to close just under $10. Currently at $9.96 (+2.57%). Keep an eye on this stock, it’s going to fly high in 2024.
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@AzureCanada_
Azure Capital
8 months
$SOFI down for two reasons: 1) KBW downgrade report. They had $SoFi at a 7.50 PT and now lowered to 6.50. They literally do not understand the business 2) profit taking from big run in Q4. Funds are selling in new year so these gains will be taxed in 2025. I’m treating this as
@DataDInvesting
Data Driven Investing
8 months
Read the full $SOFI report from KBW. Here are the two main points from the analysis: 1) They are lowering their estimates because of the risk of lower originations leading to lower growth. 2) They think fair values can take a hit because newly originated loans will be at a lower
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@AzureCanada_
Azure Capital
8 months
Happy New Year’s Eve to all $TSLA and $SOFI holders. Let’s hit all time highs in 2024!
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@AzureCanada_
Azure Capital
9 months
$SOFI looking good here to bounce up
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@AzureCanada_
Azure Capital
8 months
$SOFI to match 2% of all IRA contributions!
@DataDInvesting
Data Driven Investing
8 months
$SOFI is upping their game with 2% match on all IRA contributions
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@AzureCanada_
Azure Capital
8 months
The weakness in tech will be short lived. $TSLA $SOFI
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@AzureCanada_
Azure Capital
8 months
$SOFI continues to execute!
@daryl_brito
Daryl Brito
8 months
$SoFi was ranked the #1 bank according to @NerdWallet for the year of 2023. Couldn't agree more and I love getting 4.6% interest on my savings in addition to 3% cash back on my credit card which gets invested for the future. @anthonynoto is building quite the company. If anyone
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@AzureCanada_
Azure Capital
9 months
Fundstart is projecting Small Caps ($IWM) & Financials ($XLF) as his 2024 winners. $SOFI is our big pick for next year. It’s the best of both worlds and has exceptional leadership. @fundstrat @anthonynoto @carlquintanilla
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@AzureCanada_
Azure Capital
9 months
$SOFI poised to be a winner in 2024 more than $pltr
@KyleWhiteGOAT
stock goat
9 months
$SOFI Market Cap 9 Billion $PLTR Market Cap 41 Billion $SOFI Q3 Revenue 515 Million $PLTR Q3 Revenue 550 Million $SOFI Price To sales 4X $PLTR Price To sales 20X $SOFI Q3 Revenue Growth +27% $PLT Q3 Revenue Growth +17%
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth $2B-$4B FY24 4/ minimum 3 interest rate cuts FY24 5/ new marketing and product additions FY’24 ( @CathieDWood ) 5/ Increasing margins and potential share
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@AzureCanada_
Azure Capital
9 months
$SOFI will finish above $10 before end of year. 🚀
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@AzureCanada_
Azure Capital
9 months
A bullish signal for $SoFi. Small-mid caps that generate profit and are still growing 30%+ revenue y/y will be the big winners in 2024.
@Barchart
Barchart
9 months
$IWM call options volume surged to an all-time high
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@AzureCanada_
Azure Capital
8 months
This is exactly right. If SoFi is used tech to disrupt legacy banks, why not show more insight on the tech platform? @anthonynoto @sofi @SoFiIR $SOFI
@DataDInvesting
Data Driven Investing
8 months
$SOFI has a communication problem about their tech platform. If the stock is going to rerate, we need more clarity as investors and analysts on this business segment. I had a follower send me the full analysis from BMO. Honestly, it's a great read and I understand where they are
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@AzureCanada_
Azure Capital
8 months
@DataDInvesting $SOFI is a stable, high growth and well run business. No brainer of a long term investment and likely to be a darling of many fund managers
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@AzureCanada_
Azure Capital
8 months
Extremely strong first week of $TSLA registrations in China. “For the week of January 1-7, China reported 3.2k insurance registrations for @Tesla . 🇨🇳 The quarter is +220% QoQ and +51.7% YoY. Best week 1 of the year so far.” Source: @piloly
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@AzureCanada_
Azure Capital
9 months
Small-caps and financials will win in 2024, says @fundstrat . Let’s go $SOFI! 🚀
@CNBCOvertime
CNBCOvertime
9 months
"Small caps could really be the leading group next year," predicts @fundstrat , adding that falling inflation could unlock a lot of "pent-up demand for consumers as mortgage rates fall, but also for capital spending," a type of economic momentum he says favors small cap stocks.
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@AzureCanada_
Azure Capital
8 months
@piloly Which they will
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@AzureCanada_
Azure Capital
9 months
$SOFI 2021 IPO projections vs actual revenue. Amazing execution by @anthonynoto 2021: 980M (est) vs 1.09B✅ 2022: 1.5B (est) vs 1.54B✅ 2023: 2.1B (est) vs 2.045B✅ 2024: 2.8B (est) vs ? 2025: 3.66B (est) vs ? Price/sales '21: 13.2 '23: 3.87 Our 2024 PT for $SOFI is $20-25
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@AzureCanada_
Azure Capital
9 months
Tom Lee and Cathie Wood both believe in 2024: The Fed will pivot to managing business cycle and cutting interest rates. The biggest winners are likely to be in small-cap and financials. Our top 2024 play is $SoFi and $TSLA. Follow and subscribe to @fundstrat and @ARKInvest !
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@AzureCanada_
Azure Capital
9 months
@AngryManLol @anthonynoto It’s not confirmed but it’s something they will be reviewing as they become more profitable. They mentioned it briefly on the recent investor q&a.
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@AzureCanada_
Azure Capital
7 months
Massive market opportunity! $SOFI
@anthonynoto
Anthony Noto
7 months
Very excited to launch access to Alternative assets @SoFi ....democratizing investing 🙏
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@AzureCanada_
Azure Capital
8 months
$SOFI has a world class leadership (executives and board directors), about to turn to profitable and growing at 35%+ annually. This stock is going higher fast.
@ondrejslunecko
Ondrej 🎯
9 months
Friend sent me this about $SoFi / Gali / Technisys "I'm not a banker, but I've worked in large financial firms as a programmer for the last 10 years. Gali is amazing, I played with the APIs. Sooo darn easy to use. Technisys was/is a great addition. Not to mention, the top
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@AzureCanada_
Azure Capital
9 months
Excellent buying opportunity for $SoFi on the pull back.
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@AzureCanada_
Azure Capital
7 months
Big day tomorrow for $SOFI!
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@AzureCanada_
Azure Capital
9 months
@TheSonOfWalkley $SOFI $TSLA
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@AzureCanada_
Azure Capital
9 months
$SOFI is a BUY 1/ GAAP profitable Q423 2/ Increasing margins FY24 3/ Tangible book growth of $300M-$500M FY24 4/ Lending capacity growth of $2.4B-$4B FY24 5/ Fed pivot on int rates FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25 $20-25 PT 6-12 mo @jimcramer @anthonynoto
@BarchartNews
Barchart News
9 months
SoFi $SOFI: Buy or Sell?
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@AzureCanada_
Azure Capital
9 months
It is absolutely critical for $TSLA and @elonmusk need to have an all-star legal, public policy and communications team. In today’s highly regulated and digital environment, $TSLA can stand out in a league of its own! Do you agree? @garyblack00
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@AzureCanada_
Azure Capital
9 months
Morgan Stanley's $MS researchers see Tesla's $TSLA Optimus as a potential disruptor of 30% impact on the global labor market – unlocking a $30 trillion opportunity, according to Forbes. @garyblack00 @elonmusk @Tesla @WholeMarsBlog
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@AzureCanada_
Azure Capital
8 months
Spot Bitcoin ETFs available on SoFi! $SOFI $BTC #BTC
@anthonynoto
Anthony Noto
8 months
available @sofi 👇
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@AzureCanada_
Azure Capital
9 months
#BREAKING Tesla will manufacture the refreshed Model Y - Project Juniper out of Gigafactory Shanghai. $TSLA Model 3 & Y refresh, cybertruck ramp and next gen $25K compact will be huge catalysts for the stock in 2024. @garyblack00
@WholeMarsBlog
Whole Mars Catalog
9 months
🚨 Tesla Said to Plan Revamp of Smash Hit Model Y From China Plant
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@AzureCanada_
Azure Capital
9 months
@garyblack00 Agreed Gary! Thanks for your advocacy on this.
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@AzureCanada_
Azure Capital
9 months
BREAKING: federal reserve signalling three rate cuts in 2024. Done raising rates $spy $tsla $sofi
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@AzureCanada_
Azure Capital
8 months
Ron DeSantis has an excellent future. Will Florida repeal their term limit for Governors so DeSantis can run a third term? Will DeSantis challenge Rick Scott to run for Senate? Will DeSantis take a cabinet post in a Trump presidency? Or will he become CEO of Disney? $DIS
@RonDeSantis
Ron DeSantis
8 months
But not the Florida Republican who wields the veto pen…
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@AzureCanada_
Azure Capital
9 months
@pnjaban @dhillonlaw Extremely concerning. Why is @RobertKennedyJr being shut out?
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@AzureCanada_
Azure Capital
9 months
How to reduce your car gas bill by $256 a month? 👇 Buy a Tesla! $TSLA
@WholeMarsBlog
Whole Mars Catalog
9 months
I’m saving $254 a month on gas by driving an electric vehicle. $3,048 a year. Over a 5 year car loan, that’s $15,240 in savings. Since you can buy a Model 3 for $30,000 after incentives, for me it is competitive with a $14,760 gas car.
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@AzureCanada_
Azure Capital
9 months
Tom Lee projecting small caps could be up 50% over the next 12 months. $sofi @fundstrat $tsla $open $iwm $spy $gme
@CNBCOvertime
CNBCOvertime
9 months
Small caps could climb 50% over the next 12 months -Tom Lee @FS_Insight @Fundstrat
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@AzureCanada_
Azure Capital
9 months
$SOFI is up after hours +1.27%. Could be a big day tomorrow.
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@AzureCanada_
Azure Capital
9 months
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@AzureCanada_
Azure Capital
9 months
$TSLA on track for their biggest quarter ever. 37% car delivery growth year over year. @elonmusk @garyblack00
@piloly
Roland Pircher
9 months
For the week of December 18-24, China reported 18.5k insurance registrations for @Tesla . 🇨🇳 The quarter is +17.2% QoQ, +10.1% vs. best quarter and +37.0% YoY. Highest 12th week of the quarter ever. Third highest week ever.
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth of $2B-$4B FY24 4/ Interest rate cuts FY24 5/ Increasing margins and share buyback FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25 $20-25 PT 6-12mo
@DataDInvesting
Data Driven Investing
9 months
$SOFI vs $AFRM TTM Revenue Growth: 40.33% vs 19.52% NTM Rev Growth: 36.04% vs 21.33% Next year GAAP EPS: +$0.05 vs -$2.70 SoFi deserves a high multiple on every metric. If SoFi had the same P/S multiple as $AFRM, it would be trading at $16.60 right now.
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@AzureCanada_
Azure Capital
9 months
@Jason This is true. Lots of opportunity. Remember Jason, a lot of jobs are not low skill. They require technical expertise; engineering, skilled trades. The education system needs to reorient itself to prioritize the sectors of jobs in need.
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@AzureCanada_
Azure Capital
9 months
US 10 year treasury falls to 4.1% today In a pattern of -0.25% every two weeks. It'll be at 4.0% mark by the end of next week Bullish for growth stocks that are producing profit Top picks for 2024: - Tesla $TSLA - SoFi $SOFI @BillAckman @GerberKawasaki @fundstrat
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@AzureCanada_
Azure Capital
9 months
$SOFI accounting clarification. Good insight on the company 👇
@DataDInvesting
Data Driven Investing
9 months
A month ago, when $SOFI was basically accused of fraud and tricky accounting, I had a conversation with $SOFI CFO Chris Lapointe. This article sets the record straight on the accounting and presents more insights from that conversation:
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@AzureCanada_
Azure Capital
9 months
$SOFI - price target for 2024 $20-$25 2024 GAAP profitable + rate cuts 2025 1 million members per quarter. 2026 FIFA World Cup at SoFi 2027 Super Bowl at SoFi 2028 Summer Olympics at SoFi “It’s a matter of when, not if, we become a top 10 financial institution in the country” -
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@AzureCanada_
Azure Capital
8 months
$TSLA reports its production and deliveries from Q4. Analysts are projecting around 480K delivered units. I expect a beat (✅) tomorrow morning. I’ll be interested to see how the Model 3 ramp has gone and how much Model Y production has increased. $TSLA
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@AzureCanada_
Azure Capital
9 months
Great summary. Our 2024 price target for $SOFI is $20-$25!
@FunOfInvesting
Tevis
9 months
Major $SOFI News This Week: 🗣️ SoFi CEO & CFO host Retail Q&A 🔄 $ARKF adds 215k shares 💼 $WFC: $1B severance costs, more layoffs in 24 💰 Biden forgives $4.8B in loans 🍏 $AXP CEO: $AAPL not premium enough? 🏦 SoFi fined over Securities Lending 💸 SoFi Bonus boosted to $300
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@AzureCanada_
Azure Capital
9 months
Why would anyone pay $50K for a sub-par Kia EV. $TSLA is the best in the EV space. @elonmusk @garyblack00 @DivesTech @Tesla
@TheTorontoSun
Toronto Sun
9 months
#ICYMI : Ontario man quoted $50,000 to replace an EV battery
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@AzureCanada_
Azure Capital
9 months
@dissectmarkets @BarchartNews @Barchart Exactly. $SOFI has a productivity loop that gets members into cross-selling to other products. Someone who gets a loan and uses direct deposit is likely to stay. Whereas $HOOD struggles with extreme volatility to its business. $SOFI is the clear winner
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@AzureCanada_
Azure Capital
8 months
$SOFI up 3.66% pre market!
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth of $2B-$4B FY24 4/ Interest rate cuts FY24 5/ Increasing margins and share buyback FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25 $20-25 PT 6-12mo
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@AzureCanada_
Azure Capital
8 months
#BREAKING Tesla superchargers now available to ALL EVs who signed a licensing agreement. Tesla vehicles also now getting a $7500 at point of sale credit. Big 2024 ahead. Our price target is $420 for the year! $TSLA
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth of $2B-$4B FY24 4/ Interest rate cuts FY24 5/ Increasing margins and share buyback FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25 $20-25 PT 6-12mo
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@AzureCanada_
Azure Capital
9 months
$SOFI catalysts @anthonynoto 1/ GAAP profitable Q423 2/ Tangible book growth of $300M-$500M FY24 3/ Lending capacity growth of $2B-$4B FY24 4/ Interest rate cuts FY24 5/ Increasing margins and share buyback FY24 6/ EBITDA margin of 30%+ FY25 7/ 1M members/Q FY25 $20-25 PT 6-12mo
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@AzureCanada_
Azure Capital
9 months
What’s the best small-cap and financial? @SoFi This will be the big winner of 2024. $SOFI @fundstrat @anthonynoto
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
9 months
We still see high probabilities of a rally into YE, favoring small-caps and financials and equal-weight S&P 500 - Primary reason is 65% of large-cap fund managers are missing their benchmark = chase stocks - Fund managers buy "beaten down" and "shorted names" = HF short
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