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Steve
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Steve
@ssmith3088
down to 2 high conviction long term holding $SoFi $LMND. rode $PLTR from 7 to 75 and AMD 8 TO 80
Katılım Eylül 2012
766 Takip Edilen726 Takipçiler

@CarioCapital @upside @SoFi @SoFiIR @anthonynoto Another great getting your money right opportunity is @SpriveApp gets members to pay off their mortgage quicker just through their regular spending habits
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SoFi is building a full-stack financial services company from scratch -> banking, investing, loans, and now crypto. $SOFI
Revenue up 43%. Net income up 134%. EPS doubled.
The lending and interest business is the real engine here. That part is compounding cleanly.
Key metrics Q1 FY25 → Q1 FY26:
Total net revenue: $772M → $1,100M (+43%)
Net income: $71M → $167M (+134%)
EPS (basic): $0.06 → $0.13 (+117%)
Grade: A ✅

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The only thing that matters for $SOFI
As long as management can keep earnings and raising Tangible Book... it will be fine.
The equity raise last quarter at $27.50 was a great move by Noto.
If people are willing to pay 4x to tangible book, then any sane Bank CEO would've done the same. Raising capital while the stock is expensive helps you increase lendable cash that you can make a margin on.
$SOFI PT is an easy buy at $10 and an easy sell at $20.

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