Tauseef
144 posts
Tauseef
@__Tauseef__
I am a software developer by profession but recently started investing. I wish I had started investing earlier. I also love golf and trying to score in 70's
Ontario, Canada انضم Haziran 2008
51 يتبع46 المتابعون
$CRM -2.56%
$APP -4.61%
$NOW -2.51%
$MSFT gives up 14 point gain.
$IGV -0.82%
If your tech stock can't rally today, your tech stock sucks!
Dennis Dick, CFA@TripleDTrader
The software AI disruption is real!
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@StockSavvyShay Seriously you guys have not seen these before? We have had these robots working in walmart for the last 2 years or so.
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$TSLA has a fully autonomous floor cleaner operating in Giga Texas’ lobby.
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When I googled about sofi private credit, @Futurenvesting @amitisinvesting @SoFi Technologies (SOFI) faces scrutiny amid a potential private credit downturn, with "Big Short" investor Steve Eisman highlighting that SoFi's loan securitizations have hit loss triggers.
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@KrisPatel99 At the moment the only thing which can cause a bank run is this circular reference/investments in AI(NVDA/META/AMZN -> OpenAI -> Oracle/NBIS/CRWV -> NVDA)
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@__Tauseef__ I dont have a position... I do like the Banking industry though.
You can look into my history, Ive spoken about banks for years. Its just not everyday.
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$SOFI
The problem isnt that $SOFI is selling these loans, its that they are selling to to Cantor Fitzgerald that then sells them to another entity. This entity allegedly uses those same loans as collateral to borrow 90% of the value of the purchase from $SOFI.
This is an off balance sheet transaction to make the charge off rate look better than it really is.
What MW is saying is that Sofi still retains control but doesnt have to take ownership of the increasing charge off rate.
Is this legal? probably... is it dubious... idk... thats up to investors to decide.
TopSecretStocks 🤫@topsecretstocks
Muddy Waters vs. $SOFI Accusations Check - A Thread 🧵👇 1/ Accusation 1: Personal Loan Charge-Off Rate is Really ~6.1%, Not 2.89% MW's Claim: Muddy Waters asserts that SoFi manipulates its charge-off rate by disposing of loans just before they reach the charge-off threshold and by "parking" defaulted loans in unconsolidated entities. Why It's Misleading: - SoFi emphasized that it operates under strict regulatory oversight and adheres to established accounting standards, with financial disclosures prepared in accordance with U.S. GAAP and complying with SEC rules. Any loan sales or off-balance-sheet treatment would have to be disclosed and approved under these frameworks. - SoFi is regulated as a bank holding company supervised by the Federal Reserve and the OCC. Misrepresenting charge-off rates to these regulators, not just to public investors, would be an extraordinary and career-ending fraud, not a management bonus trick. - Selling loans before they charge off is a standard, entirely legal practice in consumer lending. It's not manipulation, it's portfolio management. The loans are sold at fair market value, and any gains/losses flow through the income statement. - Muddy Waters alleged the charge-off data contains a "mathematical impossibility," yet didn't account for how SoFi's loan vintage mix, rapid origination growth, and loan sale activity interact with the charge-off denominator, a common error in short-seller charge-off math. 👇
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Looks like this was Nvidia's decision... wow, really disappointed here guys.
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YouTube just pulled down my $NVDA GTC livestream...
Still live on Twitch. twitch.tv/futureinvesting
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@Sam_Badawi Let's see how @amitisinvesting defends it now. Since he and Steve grilled @Futurenvesting about it.
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@farzyness @crusaderx2 Worry about rescuing Trump first. This idiot is going to ruin the US economy
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SUCK IT CANADA.
AWAYS SHIT TALKING THE US.
NOT ONLY ARE YOU BROKER THAN ALABAMA.
YOU ALSO SUCK AT HOCKEY.
51ST STATE.
GOD BLESS THE USA.
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@farzyness Lol thanks for paying attention to something else other than kissing Elon's a$$ by promoting tsla, SpaceX and his other ventures. It was a good game of hockey which Canada dominated. Your post tells me your knowledge about the game of hockey
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@Sam_Badawi Totally idiotic comments. I can bet they won't be able to replace saas or any enterprise software for the next 20 years. AI will help SaaS to improve and stream line their processes and accelerate production time.
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Anthropic CEO Dario says large parts of software could face a death sentence within 6 to 12 months as AI agents begin replacing traditional workflows.
🤔 Perhaps a bit of an exaggeration
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@farzyness Lol you sound like Trump here(Stupid)! It's just a sport and one team has to win. If the USA was that great they would've been leading the medal count. Btw when I say medal count, it's basically "Gold" medals we are talking about
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SUCK IT CANADA.
USA IS THE BEST.
CANADA 51ST STATE.
LONG LIVE THE USA.
Greg Price@greg_price11
Team USA defeats Canada in overtime to take Gold in women's hockey. An absolutely filthy game winner by Megan Keller. 🇺🇸 x.com/SportsMedi2918…
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Two months ago I launched a trading portfolio as part of the X subscription to focus on near- to medium-term opportunities.
We’re in a fluid phase of the AI cycle where new info is constantly reshuffling winners & losers so I wanted capital positioned to take advantage of those overreactions. The portfolio only has five positions so far but it’s already up ~55%.
Here are some names on my radar for a potential entry:
• $NFLX | Netflix
• $ZS | Zscaler
• $CRDO | Credo
• $PATH | UiPath
• $U | Unity
• $PGY | Pagaya
• $GTLB | GitLab
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@SelfMadeMastery I play roblox with my 12 and 7 year old kids. I am finally getting better at Rivals but they still kick my a$$ lol. Why do you need to use chat. Why can't you use voice chat(messenger, FaceTime etc) and play at the same time.
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$BABA is up over 3% tonight.
Ali Baba is one of the largest hyperscalers in the world behind $AMZN AWS, $MSFT Azure, $GOOGL Cloud.
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