
@mcagney What do you say to this?
MuddyWatersResearch@muddywatersre
MW is short $SOFI. We believe SOFI is a financial engineering treadmill—not a healthy origination business. GE Capital-style marks, Enron-esque off-balance-sheet structures, and relentless dilution. muddywatersresearch.com/research/2026/…
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