Slipperyklown

@Samurai__Stock Noti and Su

Which of these CEOs do you trust the most? $SOFI Anthony Noto $AMD Lisa Su $META Mark Zuckerberg $NOW Bill McDermott

Banger episode from the Basis Points podcast featuring $SOFI CEO Anthony Noto. He was very candid about the stock being down YTD, saying it absolutely bothers him, but also made it clear the company understands the high expectations investors have for the business. To me, this continues looking more like a broader fintech sentiment reset rather than isolated weakness at SoFi itself.

Our CEO @AnthonyNoto sat down with @amitisinvesting and @stevenfiorillo on @basispointpod for an hour-long conversation on where SoFi is headed. Worth your Friday night. 🎙️

@anthonynoto @SoFi @stevenfiorillo @amitisinvesting @basispointpod Thanks for everything @anthonynoto. I’ve been happily adding more shares than ever this past 2 months for long term 📈🚀

Great conversation. Appreciate how much time you spend on @Sofi . Thank you @stevenfiorillo and @amitisinvesting for having me on @basispointpod!

@amitisinvesting Can’t wait to watch this later. $SOFI is my 2nd largest position

The Anthony Noto Episode. Out Now.

Welcome to our Bitcoin Pizza Party! 🍕 To celebrate Bitcoin Pizza Day 5/22, new SoFi Crypto accounts get a slice of $300K in Bitcoin on us.* 
 Already love SoFi Crypto? Tell a friend to join the party! Get Bitcoin on us with a new SoFi Crypto account from 5/22 to 6/13, 2026. Let’s party. sofi.com/offers/crypto/…

When $TSLA shareholders vote to approve being bought out by SpaceX it will be the last time they’re ever asked for their vote. Just FYI. Let’s make sure the timing is right.

If SpaceXAI and Tesla were to merge at the current ratio, Elon would have total voting control Elon has done a great job with SpaceX and Tesla, and I’ve supported him so far with my votes Meta has done very well despite Mark having full control It is what it is. Ad astra! 🚀

It’s still so frustrating for long term $TSLA shareholders not getting a clear answer going into this IPO. Idc about these other details about how much BTC they own or Class A/B shares etc etc. ARE WE (LONG TERM TSLA HOLDERS) GETTING PRIORITY OR NOT?? @elonmusk bro

hold up. elon massively overpays for Twitter, after tanking tesla’s stock via selling in the open market for months - right before a tech bear market twitter is knee-high in shit (debt), so he makes up a lie about bots to boost subscriptions etc all advertisers leave the platform, dropping revenues while interest eats up whatever is left of the profits he then creates a fake AI startup out of nowhere, raises billions in months then he acquires the failed Twitter company with the fake AI startup years worth of lying about FSD progress is catching up, and tesla’s market cap goes nowhere for five years as a result. in 2024, tesla tanks toward multi-year lows - until he makes a new lie: a new compact car stock rallies. he bets the farm on helping trump win the election he crashes out on christmas ranting about H1B’s - tesla’s stock crashes for months thereafter, as DOGE also fails to do anything useful. still no FSD. but wait - let’s have a car drive itself to a customer. then, let’s release 1 robotaxi in austin and say we’ll scale to 50% of the population by the end of the year. that’ll help buy some time. he then looks at spacex, which only does a few billion in revenue and has an idea: data centers in space bro. bc space is cold af! and unlimited free energy! he has spacex acquire his fake ai startup and prepare it for IPO in record speed amidst peak AI euphoria. “we can ipo this shit for $2T and then buy tesla so i can have my target % ownership. i just wont scale robotaxis or optimus until spacex is ready to acquire it” -master plan 5

@elonmusk Is this still the case ? @elonmusk

I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty.

Me and ICEMAN back by popular demand

$SOFI is currently in the 2X DCA Zone. If $14.92 support breaks, we likely enter the 3X-4X DCA Zones. This is where we start aggressively building LEAPS positions.

Yesterday our CEO, @anthonynoto, provided a business update at the J.P. Morgan Global Technology, Media and Communications Conference. To access the fireside chat webcast, click here: jpmorgan.metameetings.net/events/tmc26/s…

Big upgrades just hit SoFi Invest. 🛠️ From 0DTE to our brand-new Options Strategy Builder, we’re making professional-grade tools accessible and making the Options trading experience seamless on SoFi Invest. Join Phil Houk, our Business Lead of Brokerage, for a live Reddit AMA. With 20 years of experience across Options, Equities, and Crypto—from proprietary trading to clearing—Phil is ready to talk strategy, hedging, and what’s next for SoFi. 📅 5/19 @ 12pm PT // 2pm CT // 3pm ET 📍 r/SoFi

$sofi REVENGE OF THE TECH PLATFORM For @stevenfiorillo @Futurenvesting @FunOfInvesting @Dr_Crossroads @amitisinvesting @DataDInvesting How does Sofi obtain a tech multiple. As I said in the podcast, it should be only about profit growth. But here's why I think in the next few years, you'll have Revenge of The Tech Platform It starts with stablecoin structure then data monetization through their modern technology. So here's how. A standalone spin-off of SoFi's technology and data monetization business -- ie Galileo tech stack -- with only 25 million members only selling data monetization would currently be valued at about $12.5 billion to $17.5 billion on the open market. By isolating this business from the Sofi capital structure, you could convince wall street that risks and regulatory burdens of traditional banking no longer exist, transforming the company into a pure-play financial infrastructure and media network. Assuming average revenue per user of $50 driven by closed-loop internal advertising, real-time macro data sales, and smart-contract fees, the platform would generate $1.25 billion to $1.5 billion in annual revenue. Because data tracking and cloud-ad distribution would scale with near-zero variable costs, the company would operate at a renarkable 70%+ profit margin, yielding $875 million to $1.05 billion in pure annual cash flow (EBITDA) and would probably command a premium tech multiple of 10x revenue or 20x EBITDA. As the network scales aggressively to 50 million members, this valuation would surge exponentially to between $30 billion and $42 billion. Because of the extreme operating leverage inherent in software-driven data networks, doubling the user base to 50 million scales the revenue to about $3.0 billion while expanding EBITDA profits to about $2.1 billion, unlocking a highly valuation tier traditionally reserved for large tech platforms. To lift the entire Sofi corporate umbrella and drive a premium tech multiple for the whole group, this high-margin tech (and data segment) would need to scale to represent about 40% to 50% of Sofi’s total consolidated revenue to make Wall Street happy. Currently, Sofi’s lending generates the highest portion of its revenue, which naturally holds it back in Wall Street terms to a more conservative bank-like valuation framework. Once the Galileo infrastructure and stablecoin and data monetization advertising business crosses that 40% threshold, it tips the scale, allowing Wall Street to stop analyzing SoFi as a traditional balance-sheet lender with a side business in tech, and start valuing Sofi as a dominant financial technology platform that owns a highly profitable bank. That type of Wall Street analysis has several faults. First, it Durant take into account the surrender growth of the bank properly. Second, it does not take into account the additional benefits to the tech platform from having the established banking platform (and members) or the advantages to the banking platform having the technology. It views the 2 businesses as being worth less together than they are apart thus, not taking into consideration any benefits of synergy. Second, it shouldn't be based on a particular percentage because these same synergies also substantially lower customer acquisition costs on both sides. It sighs be based on growth and profitability The only argument left woud be that as a stand some, Galileo may get more business from big banks. I think that's probably true to singer extent, but overblown and certainty does not warrant valuing that asset at a negative valuation which I believe is currently baked into Sofi's stock price

AI optimists keep invoking the Industrial Revolution as proof that everything will work out. But the real history is much darker — and much more useful. Innovation alone did not deliver the happy ending. Policy intervention did. The part everyone skips is the part we most need to study. I wrote about what that means for AI: dschreiber.substack.com/p/the-industri…