AppleCaramel

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AppleCaramel

AppleCaramel

@AppleCaramelon

High-conviction $SOFI bull since 2021. Love Macro Economy and Politics ✝️🇰🇷🇦🇺 Doing X for fun and self-recording

Australia Katılım Nisan 2022
422 Takip Edilen182 Takipçiler
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Valerie 🤌🏻
Valerie 🤌🏻@AussieVal10·
Australia is more communist than communist China 🥴
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AppleCaramel
AppleCaramel@AppleCaramelon·
@SimonKennedyMP Well said. Retail shares holders also do no think it's funny. Many young people invest in stocks and ETFs. Labor govt screw us. Keep speaking up!
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Simon Kennedy MP
Simon Kennedy MP@SimonKennedyMP·
Australia’s capital gains tax is already punishing businesses, investors and young people trying to get ahead. Labor thinks it is funny. Business owners do not.
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AppleCaramel
AppleCaramel@AppleCaramelon·
@MarkoMatvikov Do you think the legislation will pass through like this? I still have a faint hope that cgt changes on stocks be scrapped if politicians have any consciousness left
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Marko Matvikov
Marko Matvikov@MarkoMatvikov·
@AppleCaramelon Yeah and I think renters will be even worse off. And pressure won’t ease up on high taxes given our debt and productivity problems.
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Marko Matvikov
Marko Matvikov@MarkoMatvikov·
It’s likely those who bought with the 5% deposit scheme face negative equity. While also being more sensitive to inflation and higher loan repayments. They can’t sell, they can’t re-finance and they can’t keep up with rising costs. Labor calls this helping young people.
7NEWS Sydney@7NewsSydney

Thousands of first homebuyers who purchased under the Albanese government's five per cent deposit scheme are facing a ticking time bomb. Property prices are expected to plunge due to the budget, meaning many could owe more on their mortgages than their houses are actually worth.

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Echo Analysis
Echo Analysis@EchoAnalysis·
$SOFI very confident in this one. Price continues to be choppy and overlapping - typical Wave B behaviour. This can be traded now as it offers upside to $23 minimum, however one more low is expected at the 200WMA or 0.786 Fib first. Wave 3 target: +253% 🚀
Echo Analysis tweet media
Echo Analysis@EchoAnalysis

$SOFI don’t miss this 👀 I’m becoming increasingly confident price has found a local bottom at the 0.618 Fib I’m still happy buying here Primary Wave 3 target: +284% 🚀

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AppleCaramel
AppleCaramel@AppleCaramelon·
@Ren_aramb Thanks for the findings. But I still feel like we will see a small correction before the next leg up. I am still holding though
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Ren
Ren@Ren_aramb·
$SIVE just got added to the MSCI Sweden Small Cap Index. After the close on May 29. When a stock gets added to an MSCI index, every passive fund and ETF that tracks that Because their tracking mandate requires it. Index funds have to match the index or they fail their job. Now stack the catalysts. One -- MSCI Sweden Small Cap inclusion forces passive funds to buy roughly $47M in shares. Two -- Nasdaq Stockholm just added Sivers to the OMX Stockholm Benchmark Index effective June 1. Another $15-20M in passive buying pressure. Three -- the Nasdaq NY dual listing is in motion. PCAOB accounting standards completed. US listing brings a whole new pool of institutional capital that cannot easily buy a Swedish micro-cap today. That is roughly $62-67M of pure institutional buying pressure hitting in the next 30 days. On a stock with a $2B market cap. The bonus point: Roughly 17% of the free float is sitting short. With short interest at multi-month highs, the cost to borrow at nearly 40%. When the passive buying hits a tight float with elevated short positioning, you get a squeeze. Some of the shorts already saw it coming. Qube Research closed their position last week and ate a reported $30M loss on the way out. Total short interest dropped from 8.64% to 6.81% in two weeks. The smart shorts covered before May 29 because they know what is coming. The not so smart ones are about to find out the power of retail supporting this stock. Wouldn’t want to be them. Bullish $SIVE
Ren tweet mediaRen tweet media
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AppleCaramel
AppleCaramel@AppleCaramelon·
Tech now makes up 37% of the S&P 500 — an all-time high, beating even the dot-com peak. Wild concentration, but this isn’t 2000. AI is great and real, but still, extreme narrow leadership creates fragility — if AI capex/ROI disappoints or we get any shocks, the broader market feels it hard. So rather than purely chasing the hottest names at stretched valuations, it’s worth scanning the laggards. Financials, Industrials, Energy, Materials, and many Small/Mid-caps have lagged badly and look far more reasonably valued in many cases. Just my reflection. No FA.
The Kobeissi Letter@KobeissiLetter

US tech stocks are rewriting the record books: The Information Technology Sector now accounts for 37% of the S&P 500’s market cap, an all-time high. This percentage has nearly DOUBLED since the 2020 market bottom. To put this into perspective, the 2000 Dot-Com Bubble peak was 35%. As a result, the tech sector's market cap is now up to a record $29 trillion. Technology stocks also account for a record 91% of total US GDP. Meanwhile, the remaining 10 sectors collectively account for $49 trillion of the $78 trillion in US market capitalization. The market has never been more driven by one sector.

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AppleCaramel
AppleCaramel@AppleCaramelon·
🚨 S&P 500 Committee — don’t you dare skip $SOFI this time. $23B+ market cap, fully meets all eligibility requirements, 9+ quarters of GAAP profitability, record Q1 revenue ($1.1B, +43% YoY), net income doubled to $167M, 14.7M members (+35%), and the first U.S. bank stablecoin. Real fintech/banking execution. You added some lame companies that I havent even heard of in the last rounds — companies with slower growth trajectories and weaker profitability at the time. Stop sleeping on the stronger play. June rebalance, do the right thing. $SOFI to the index. No excuses.
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Ken & Megan
Ken & Megan@Kenmegan44·
$SOFI One Trillion-Dollar Market Cap I'll be retired before we get there, but I guarantee I'll still have many shares left to see this day.
Ken & Megan tweet media
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AppleCaramel retweetledi
David Bassanese
David Bassanese@DavidBassanese·
As a former Treasury and OECD economist me thinks the near doubling in CGT on high growth investments from 25% to 47% will have negative investment effects. Non-sensical to believe otherwise!
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AppleCaramel
AppleCaramel@AppleCaramelon·
@Kenmegan44 can you start trolling Jamie again. I think its the time. And I like the train meme too.
Timothy Sweeney@Tim_Sweeney_TAR

$sofi You now know what I meant in my recent interview with @stevenfiorillo when I said that the banks we're going to try to kill the Clarity Act. Jamie Dimon even said this outright today in his interview. So he directly substantiated my theory that the big banks will try to kill the Clarity Act, most likely to delay its implementation at ieast a year or so. Sure, they will support is approval if they can get the Clarity act not to allow any kind of yield or rewards, but that's not going to happen. And indirectly, zjamie Dimon indicated that they were behind and specifically mentioned Sofi and other companies who he thought were tough competition. IMO Jamie Dimon is not going to sit idly by if the Clarity Act gets approved, as is. He has to kill it to delay it, along with the help of other big banks. (The only the Elizabeth Warren may be alligned with him) Or he has to play catch up. I don't, for a minute believe, he will simply try to play catch up if it passes by grievance everything organically. He doesn't like to play from behind without an advantage In the interim, this benefits Sofi if it can jump out to a lead in stablecoins, big business banking, small business banking, payments and crypto... by continuing to develop infrastructure in Latin America, as they to roll out stablecoins and big business banking under the Genius Act. The game is on if Clarity passes. There's going to be axquisitions IMO. So watch the timing of the Clarity Act. If it gets delayed, Sofi sous continue building it's lead. TROJAN HORSE STYLE WE RIDE

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Timothy Sweeney
Timothy Sweeney@Tim_Sweeney_TAR·
$sofi You now know what I meant in my recent interview with @stevenfiorillo when I said that the banks we're going to try to kill the Clarity Act. Jamie Dimon even said this outright today in his interview. So he directly substantiated my theory that the big banks will try to kill the Clarity Act, most likely to delay its implementation at ieast a year or so. Sure, they will support is approval if they can get the Clarity act not to allow any kind of yield or rewards, but that's not going to happen. And indirectly, zjamie Dimon indicated that they were behind and specifically mentioned Sofi and other companies who he thought were tough competition. IMO Jamie Dimon is not going to sit idly by if the Clarity Act gets approved, as is. He has to kill it to delay it, along with the help of other big banks. (The only the Elizabeth Warren may be alligned with him) Or he has to play catch up. I don't, for a minute believe, he will simply try to play catch up if it passes by grievance everything organically. He doesn't like to play from behind without an advantage In the interim, this benefits Sofi if it can jump out to a lead in stablecoins, big business banking, small business banking, payments and crypto... by continuing to develop infrastructure in Latin America, as they to roll out stablecoins and big business banking under the Genius Act. The game is on if Clarity passes. There's going to be axquisitions IMO. So watch the timing of the Clarity Act. If it gets delayed, Sofi sous continue building it's lead. TROJAN HORSE STYLE WE RIDE
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AppleCaramel retweetledi
Michael Rigoni
Michael Rigoni@michael_rigoni·
$SIVE Big day today. Sivers enters the MSCI Sweden Small Cap Index at today’s close, meaning MSCI-tracking/passive funds may need to rebalance into $SIVE around the market close
Michael Rigoni tweet media
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AppleCaramel
AppleCaramel@AppleCaramelon·
$SOFI Valuation Takeaway from Basis Point / Anthony Noto Interview The key framework is simple: **Price to Tangible Book Value (P/TBV)** — treating SoFi like a high-growth financial “motor.” ✅ SoFi is currently trading around **~2x P/TBV** (called an “irrational floor”). ✅ Historically peaked near 5x. Peers: JPM ~3x, Amex 6-8x. ✅ Noto’s view: If SoFi just **maintains 2x P/TBV** while compounding book value through strong growth (members, deposits, lending, products), the stock price rises mechanically — no multiple expansion needed. ### Projected Stock Price at Constant 2x P/TBV Assuming continued strong execution and TBVPS growth in the 25-35% range (aligned with management guidance): - **End of 2026**: ~$18 – $19 - **End of 2027**: ~$23 – $26 - **End of 2028**: ~$30 – $35 **Bottom line**: At a flat 2x multiple, the stock can still deliver solid upside purely from business growth and book value compounding. Higher growth or even modest multiple re-rating (e.g. toward 3x) would push numbers significantly higher. This is a mechanical model based on current TBV and guidance — not a price target. Always do your own research. What do you think — is 2x still too cheap for SoFi’s trajectory? 🚀 #SoFi #SOFI #Fintech #Investing
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AppleCaramel
AppleCaramel@AppleCaramelon·
This is funny. 1/ Jamie Dimon calls stablecoins a “huge problem” and trashes the Clarity Act. Meanwhile… JPMorgan is quietly expanding JPM Coin — their own bank-issued stablecoin/deposit token — onto public blockchains and pushing tokenized assets hard. Classic big bank playbook: Publicly fight the future. Privately build it for themselves. 2/ Legacy banks don’t actually hate stablecoins. They hate competition and clarity that lets fintechs like $SOFI play on a level field.Dimon wants rules that protect their deposit monopoly while they slowly roll out their own version. Hypocrisy at Max.
AppleCaramel tweet media
Bitcoin.com News@BitcoinNews

🏦 JPMorgan CEO Jamie Dimon warns stablecoins could become a "huge problem" and says he is not happy with the Clarity Act. 🎙️ When asked about Coinbase CEO Brian Armstrong representing the industry, Dimon said, "He's full of sh!t."

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AppleCaramel
AppleCaramel@AppleCaramelon·
@craigkellyAFEE This is her blatantly admitting she is a communist. Will she donate everything before she dies? I doubt it. Hypocrisy at Max.
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AppleCaramel retweetledi
Craig Kelly:🇦🇺Foundation for Economic Education
Craig Kelly:🇦🇺Foundation for Economic Education@craigkellyAFEE·
Clare has just outed herself as a card-carrying communist who secretly craves Death Taxes. With zero experience outside feather-bedded government and unions, Clare is utterly clueless. Like all extreme leftists, she doesn’t understand that wealth has to be created before it can be redistributed. She’s also clueless to the fact that many businesses are run by families, and one of the greatest incentives to work hard, take risks, sacrifice, and save — is so people can hand their wealth to their children and so their children don’t have to struggle & sacrifice like they did. That incentive, the desire for your children to have more freedom and opportunities than you did - is one of the greatest wealth creators in existence. A nation that imposes, or even considers imposing death taxes has lost its way. Like every socialist wealth-redistribution scheme, Death Taxes destroys the very incentives that created the wealth in the first place.
Clare O'Neil MP@ClareONeilMP

Australia should be a country where hard work, not what you inherit, gets you ahead in life.

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AppleCaramel
AppleCaramel@AppleCaramelon·
Legacy banks don’t want the Clarity Act passed — Jamie Dimon just admitted it. Stablecoins are a “huge problem” for them because they break the old deposit/yield monopoly. SoFi is the complete opposite.While JPM fights progress, SoFi is already shipping: first U.S. national bank stablecoin (SoFiUSD) live in the consumer app, tokenized deposits with yield coming next, 24/7 global rails on Ethereum & Solana.SoFi has the tech, the charter, and the vision. Legacy banks have excuses. Clarity Act = rocket fuel for real fintech. Game on. $SOFI
Bitcoin.com News@BitcoinNews

🏦 JPMorgan CEO Jamie Dimon warns stablecoins could become a "huge problem" and says he is not happy with the Clarity Act. 🎙️ When asked about Coinbase CEO Brian Armstrong representing the industry, Dimon said, "He's full of sh!t."

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Keşfet

@SimonKennedyMP @MarkoMatvikov @EchoAnalysis @Ren_aramb @Kenmegan44 @Flash_6911 @Tim_Sweeney_TAR @stevenfiorillo