Alexander Meyerzon

@basispointpod Loved the interview, and got a good laugh at the end at Amit being so certain that Matthew McConaughey was in When Harry Met Sally. Investing is stressful as we all know, so I really appreciate that your podcast offers the perfect synthesis of humor and info for us investors!

Happy everyone enjoyed the Anthony Noto Episode. We’ll have more clips of it posting throughout the week. Really grateful to SoFi for giving us the opportunity and hoping to turn Basis Points into a platform for any CEO/Executive to come on and have an honest conversation with retail investors. Thank you to everyone who took the time to watch this weekend!

@Applehappyearth @FunOfInvesting @basispointpod Yes, maybe an AI assistant that frees up your time and spends your money for you while you're asleep so that you can have more time to do other things during the day!

@FunOfInvesting @basispointpod Sofi needs a new breakthrough in tech idea

My favorite version of Noto is “it fucking bothers me a ton” Noto and “I don’t care what you call us” Noto. Such little things have the power to fire up the entire $SOFI base and makes me want to add to my already irresponsibly large position. 🐎

@FunOfInvesting @basispointpod Noto in Beast Mode!!

@CSATCS @amitisinvesting Lol right

@amitisinvesting Trump missing his own son’s wedding because of a war he started sounds like the plot to a deranged version of Curb Your Enthusiasm.

looks like Trump missed his son’s wedding to end the war S&P 500 $SPX PERPETUAL FUTURES IMPLY A $7600 OPEN market likes it

@investingwithac You buying leaps??

The sentiment shift behind a rate hike to rate cuts will be QUICK. $SOFI

@halfdome @investingwithac That's right! AC doesn't rely on news, he creates them!!

@investingwithac @Lexx510916 it's you - you're making the news! - thanks for all the posts - i got some crazy numbers running pre 2024 sector multiples - have you run that model? - rn $OSCR at what $UNH historically gets for growing...in the single digits...think about that - this could get bonkers real fast

$OSCR I don’t even understand how profitability guidance wasn’t raised with increased RA accrual, which increase both MLR and SG&A ratio… Are they really expecting utilization to kick that much higher?! (This is max bull case, IMO, I felt insane running the numbers)

@investingwithac @anthonynoto That's exactly what I've been thinking as well. The narrative around Sofi and the fintech sector is currently very similar to what the narrative in the healthcare sector and for Oscar was last year ...until it wasn't. Both companies have been killing it, that hadn't changed.

$OSCR was obvious at $10-11. Still is. $ZETA was obvious at $14-15. Still is. $SOFI is obvious at $15… The Notinator is putting his all into SoFi. (Giving @anthonynoto a little nickname haha :) ) The CEO is what makes a good company GREAT.

@Dr_Crossroads What are your thoughts on why Crypto is getting flushed out after the Clarity Act passing?

Sunday overnight Market action is 🔴.

@financefy @wallstengine It's under pressure because it's being manipulated. Both are true statements.

@wallstengine It's not under pressure, it's manipulated

Bitcoin starts the week under pressure

@NoamSmall @wallstengine Why would it bottom in October?

@wallstengine Bitcoin is cooked until it bottoms in October

@basispointpod Ever since Steve quit his job, he just oozes coolness. I'm very happy for him and to see him being so much more relaxed and fun.

me trying to explain to bro why the S&P is going to $8,000 by end of year… new episode of basis points out now ⬇️

@Dr_Crossroads Morgan Freeman voice***

$NVDA Narrator voice: "It was this moment when shorts on Nvidia realized they messed up."

@TheEdgeStreet @amitisinvesting You are correct!

@amitisinvesting PPI feeds into future CPI readings so this tells you inflation isn’t cooling as fast as anyone hoped. The Fed has even less reason to cut now. Rates staying higher for longer is back on the table.

APRIL PRODUCER PRICE INDEX: Headline PPI +6% vs +4.9% expected Core PPI +5.2% vs +4.3% expected Highest PPI print since March 2022 🫠

@investingwithac Do you think my $32 CC for January 2027 are cooked?

$OSCR People told me this stock was dead and I should sell at $10-11… I told them… relax, wait… NFA. I continued to double down on every single red day. CONVICTION. This isn’t even the whole move. $30+ by EOY :)

@PepeJesus117 @Dr_Crossroads Why is their Platinum card a letdown?

@Dr_Crossroads If only the $HOOD Platinum card was also impressive. Such a let down imo

The $HOOD Gold Credit Card has become a bit of a status symbol. My wife used hers recently and the cashier exclaimed, "How did you get the Robinhood Card?" They're one of those on the waiting list. Today, my family went out for fajitas and the server mentioned how much he loved his card. He's a tech investor andr having a pretty good week with $RKLB and $IREN

@Starbuccaneers @Dr_Crossroads That didn't work for me. But contacting customer support various times to follow up did.

@Dr_Crossroads Easy trick is contact Robinhood official support on Reddit. But you probably have to be on the waitlist for a year.

@wallstengine Cool Mother's Day story, bro

Trump: Iran has been playing games with the United States, and the rest of the World, for 47 years (DELAY, DELAY, DELAY!), and then finally hit “pay dirt” when Barack Hussein Obama became President. He was not only good to them, he was great, actually going to their side, jettisoning Israel, and all other Allies, and giving Iran a major and very powerful new lease on life. Hundreds of Billions of Dollars, and 1.7 Billion Dollars in green cash, flown into Tehran, was handed to them on a silver platter. Every Bank in D.C., Virginia, and Maryland was emptied out — It was so much money that when it arrived, the Iranian Thugs had no idea what to do with it. They had never seen money like this, and never will again. It was taken off the plane in suitcases and satchels, and the Iranians couldn’t believe their luck. They finally found the greatest SUCKER of them all, in the form of a weak and stupid American President. He was a disaster as our “Leader,” but not as bad as Sleepy Joe Biden! For 47 years the Iranians have been “tapping” us along, keeping us waiting, killing our people with their roadside bombs, destroying protests, and recently wiping out 42,000 innocent, unarmed protestors, and laughing at our now GREAT AGAIN Country. They will be laughing no longer!

@Dr_Crossroads Not a bad problem to have!

$NBIS The price action of Nebius has been truly impressive, but the price action has rendered my covered calls deep in the money. I might have to let these go next week and be satisfied with "only" a 2x in the past 2 months.

@investingwithac Please take good care of us tomorrow. We need you!

$OSCR TOMORROW IS A PIVOTAL DAY FOR US OSCAR INVESTORS LET'S DIVE INTO MY Q1 2026 EXPECTATIONS... youtu.be/leruDGvRAaQ?si…