TradingScience

@Gubloinvestor Went from a $SOFI pumper to a dumper. Bo wonder no one likes you

$SOFI is cooked.. Highly pumped by FinX but stock is Cooked outright. 15% Short float.. 1.5% Insider ownership 😜

@WinnerInvestor A bit too positive but maybe in a few years !

$SOFI tangible book value per share chart. x2 would be a very conservative calculation barring a recession/depression. We all know Trump will do anything to avoid a recession, let alone a depression. $7.21/share will likely be up to ~$8 in Q2, and we get P/TBV ~2.16 already. Not bad at all for a company growing revenues 30% and EPS 40%.

@Dboybruh $ORCL because it actually has a future in the AI era

- which of these beaten down names bounces back first? and which has the most growth going forward? YTD performance $SOFI -33% $NFLX -24% $ORCL -35% $CELH -39%

@Dboybruh Peach vibes is 💯

- $celh gang , drop your favorite flavor 👇🏼 todays pick ups Tropical vibe & Kiwi guava i think my current favorite is tropical vibe CELH is a buy! ill be buying more shares of the stock this week 📈

@jksti Literally any prediction yet you had to make this one

$SOFI I get a pass on this call. No one could’ve predicted this fucking meltdown market wide even neutral conditions $SOFI would’ve hit 20. lol. Wild.

@Stone__Dawg @WinnerInvestor It was literally up YTD 2 weeks ago. $SOFI is down 35% YTD. This is not the gotcha you think it is lol

@ValueThesis1994 @WinnerInvestor Now do $HOOD lmfao…

Impossible $SOFI The world is ending

@LarryB31314 @anthonynoto 20 quarters I’ve watched @anthonynoto. 20 times he has sandbagged.

Just remember, @anthonynoto has never once surprised the market to the upside. $SOFI is a boring company slowly growing at the expense of shareholders as we enter a recession. Shorts know this and so do swing trading institutions. They have no upside threat. Expect pain.

@insiderinvests Nope we should be like 22-24

$SoFi Is it time?

@Frugalbuck 35-40 million members possible - growth isnt always linear. Still impressive, but way off 50 million

$SoFi plus is going to make $SoFi an absurd amount of money Assume $SoFi hits their 50 million member goal by 2030 Assume $SoFi plus subscriptions 10% of total members 10%=5 million members = $50m per month revenue = $600m annual high margin revenue Not financial advice

@thebookmaker01 @MichaelRohland7 @Kenmegan44 Don’t be too logical with him - he’ll block you when you bring up actual points

@MichaelRohland7 @Kenmegan44 Okay…So you’re saying Sofi is a bank then But if your statement is true, why is JPM up 7% YTD, and BAC up 12% YTD Given they are all in a class together, Shouldn’t Sofi be up around the same since they are all “banks”?

$SOFI A lot of us started the year with $50 and $60 price targets. Where do you think we will actually end up Jan 1? Rates look to remain stagnant for the foreseeable future and we are now in another forever war..... We still have a couple more crucial earnings reports to flip momentum.

@tigster92 @anthonynoto You are the only one who is happy the stock is down 😂 enjoy the opportunity cost

@ValueThesis1994 @anthonynoto Someone bought the top, what a clown 😂😂😂

Fire @anthonynoto $SOFI

@TheStockerMan $NBIS will either be bankrupt in 2030 or be $1000. And I’m willing to bet its the latter.

I have no idea when $NBIS will stop bleeding. But here’s how I look at it: $NBIS is guiding toward 7-9B of annualized revenue (ARR) by the end of 2026. Let’s assume they land around the middle at 8B. The market is currently valuing the company at roughly 43.61B. That means investors today are effectively paying around 5.45x forward revenue if $NBIS reaches that target. For one of the fastest-growing AI infrastructure companies in the world, I don’t think that’s expensive. Let’s compare it. Mature software companies growing 15-20% often trade around 5-8x sales. High-quality cloud software growing 30-40% can trade 10-15x sales. AI infrastructure businesses with years of hypergrowth ahead should arguably deserve a premium if they can prove margins and execution. So let’s run a few scenarios. 6x Sales $8B revenue = $48B valuation That’s about 10% upside from today’s valuation. In other words, if $NBIS simply hits management’s revenue target and the market only assigns an AVERAGE multiple, there isn’t much downside from valuation alone. Now look at a more optimistic case. 8x Sales $8B revenue = $64B valuation That’s roughly 47% upside from today. 10x Sales $8B revenue = $80B valuation That’s roughly 83% upside. Now imagine management exceeds expectations. Suppose they reach $10B in annual revenue over the following years while expanding EBITDA margins as utilization improves. Even an 8-10x sales multiple would imply an 80-100B company (+100% upside) And remember… This isn’t a company growing 20%. The biggest reason the stock has sold off isn’t because demand disappeared. It’s because investors are questioning whether $NBIS can finance and execute such an aggressive expansion. I’m focused far more on revenue growth and execution than I am on the day-to-day price action. Because if the numbers end up where management believes they can, today’s valuation could look very different a few years from now.

@WinnerInvestor $RKLB is a great purchase at this level. 🔥

Bought $PGR $ORCL $RKLB today. Good. Say No To $SOFI -- no offense to management (still ~100% of my NW in this ticker). I continue to use the bank and like it a lot. It's just a hard business. Unless they can bring in the BBB revenue, similar to IB for $GS, the refi business looks rough. Management has been very nimble and hats off to them. Market's disrespect don't reflect their incompetence.

@TheStockerMan I DCA’ed. I have 6K shares, but still, the opportunity cost has been immense. Im only up because of $NBIS and $RKLB. If only I bought those instead of $SOFI… I’d retire tomorrow

@ValueThesis1994 You still holding ? 😀

Today I put a large portion of my remaining cash into $NBIS. The pullback from nearly $300 to around $170 hasn’t changed my long-term thesis. If anything, it made the risk/reward more attractive. The biggest reason I’m bullish is that $NBIS isn’t just selling GPU capacity. They’re building an integrated AI cloud platform. Over the last few months they’ve announced major agreements, including a multi-year $MSFT partnership and a $META agreement worth up to $27B, giving them long-term demand visibility while they continue expanding capacity. What really separates $NBIS for me is the balance sheet. Compared with many AI infrastructure peers, $NBIS is in a much stronger financial position. After its recent capital raises, the company reported more than $9B of cash available to fund expansion while maintaining what management described as a healthy balance sheet. Compare that with many competitors that have had to rely much more heavily on debt to finance growth. $NBIS still has to execute. Q1 revenue reached $399M, up 684% year over year. Management also raised full-year guidance to $3.0B–$3.4B in revenue while maintaining its target of $7B–$9B in exit ARR by the end of 2026. Even more impressive is the demand sitting behind those numbers. $NBIS finished 2025 with approximately $21.3B of remaining performance obligations (RPO), and management recently highlighted a record pipeline of roughly $27B generated in Q1 as customer demand continues accelerating. This is why this pullback didn’t scare me. It gave me the opportunity to increase one of my highest-conviction long-term positions.

@KennyZufall Unsurprising that $SOFI is acting like a shit stock, which it is.

Nearly half of $SOFI's total volume was sold short today in the darkpools and 63% total from the darkpool volumes themselves. Unsurprising.

@TheStockerMan I bought in 2021. Enough said

@ValueThesis1994 What did $SOFI do to bro.

@Investinc_Intel If you had the opportunity to go back to the past, and invest in $HOOD or $SOFI, could you sit here and tell me you still would pick $SOFI? As for $HIMS, Im still learning about the business and the products. I don’t use their products, nor do I know many people that do.

The only company you addressed here was $HIMS and you couldn’t be more wrong considering July alone they got approval for the wegovy pill in England and the EU. Thats scale being unlocked. They don’t need cheaper glp-1’s when people are already taking them off the shelf. You want to argue SoFi v hood based on stock price but how about the business? Who has grown the fastest in 2026? Hint: not Hood

THIS ME UP AT 2AM TRYING TO FIND BETTER 10x OPPORTUNITIES THEN $HIMS $SOFI $ZETA 🚨 SPOILER I CAN’T!

@Investinc_Intel It sounds a lot like you’re tricking yourself into thinking these 3 stocks will move upwards. $SOFI is the worst performing fintech stock YTD, while $HOOD is basically back to where it was YTD. without cheaper GLP1s, $HIMS relies on peptides that congress may or may not block.

@ValueThesis1994 No they are finally becoming not ‘toppy’. These names have been punished that’s why they aren’t falling knives on a day like today. It’s all psychology. (NFA)