WarHammer🦇🔊 ⬡ ⟠

@ErikVoorhees @openclaw 🔥🔥🔥

Upgrade your @openclaw to Gemma 4, now available for all agents, with total privacy, at venice.ai/api Pairs nicely with x402 support, also launched in Venice today

@Bearlovesbull I’ve never doubted the business. My biggest fear is @SoFi becomes a $100+ billion dollar company that still trades for $25 per share due to outstanding share count increases 😭

$SOFI EARNINGS: 6 KEY POINTS THAT MATTER I expect a solid quarter, a strong defense of LPB and accounting integrity and a good chance of a small raise at the end of the year if fee-based revenue and deposits are strong. 1) Watch for LPB positioning I'll be watching if management makes it clear that LPB is their core, scalable growth engine rather than just an incremental channel. 2) Fee-based narrative shift Another area I'm interested in is knowing whether they help the move toward a revenue model that doesn't need a lot of capital and is based on fees instead of spread income. 3) Credit Quality I'm looking for confidence in the underwriting and loss assumptions, as well as whether the tone suggests stability or early signs of stress. 4) Forward Guidance Tone We need to be paying attention to how confident and growth-oriented the forward commentary sounds compared to any shift toward caution. 5) Short seller response There needs to be a clear, confident answer that builds trust in accounting, the integrity of the balance sheet, and overall openness. 6) Deposit growth durability Track deposit momentum is still strong which would help keep funding costs low and margins growing.

@_Investinq @federalreserve currently monitoring credit markets, while also keeping rates restrictive.

A bank run just started and it's not happening at a bank. Wall Street spent the last decade selling millions of investors on something called semi-liquid private credit, higher yields, steady income and the promise you could get your money back every quarter if you needed it. What they buried in the fine print was what happens when too many people try to leave at the same time. Blue Owl Capital just disclosed that investors tried to pull 40.7% of one fund and 21.9% of another in a single quarter, and both funds gave the same answer, you can only have 5% back, and everyone else waits in line. That is not a minor withdrawal spike, nearly half of all investors in one fund simultaneously decided they wanted out, and the fund physically could not pay them. Analysts who have covered private credit for decades say nothing on this scale has ever been reported before at any major private credit manager. These funds do not hold stocks you can sell on a Tuesday afternoon, they hold private loans to mid sized companies that cannot be liquidated quickly without destroying the price for every investor still trapped inside. This product was originally designed for pension funds with decade long horizons, but it was repackaged and sold to wealthy individuals who believed they could exit whenever things got uncomfortable. Blue Owl is not alone, BlackRock just capped withdrawals on its $26 billion lending fund, Morgan Stanley received requests for nearly 11% of one fund and could only return 5%, and both Ares and Apollo restricted their funds within days of each other. The Federal Reserve confirmed three days ago that it is actively monitoring private credit for contagion risks that could spread into the broader banking system, the kind of statement regulators only make when they are genuinely alarmed. About 40% of the companies that borrowed through these funds currently spend more than they earn, up from 25% just four years ago when rates were near zero. Managers advertise a default rate below 2% but independent researchers who account for restructured loans and deferred payments put the real number closer to 5% meaning the losses already exist inside these portfolios and simply haven't been officially admitted yet. Private credit has quietly grown into a $1.8 to $3 trillion industry over the past decade, largely outside the reach of traditional banking regulation, and its first true stress test is happening right now with retail investor money on the line. The gates are closing one by one, and the only question anyone on Wall Street is asking this morning is whether the funds run out of liquidity before the investors waiting outside run out of patience.

@SoFiIR Very excited to see that increased outstanding share count

SoFi will release its Q1 2026 earnings results on Wednesday, April 29th at 7:00 AM ET, with a conference call to follow at 8:00 AM ET. For additional details & to pre-register for the conference call & webcast, please visit: investors.sofi.com/news/news-deta…

@MarioNawfal @TigerWoods

🚨 Tesla just reminded everyone that the Model Y has the lowest rollover risk ever recorded for an SUV. 7.9% when tested by NHTSA The Cybertruck also has the lowest rollover risk of any pickup ever tested. 12.4% Measurable, real-world safety advantage

@insiderinvests We’re never getting any outstanding share count reductions are we 😭

More info on the $SoFi Gives Foundation

@SoFiIR Issuing shares opportunistically after a big run is prudent to support and expand the business. I’m just gunna put it out there. Buying back shares after a 50% drawdown is also prudent to support and expand the business. Share price matters.

We issued a response to an inaccurate short seller report. Read more here: investors.sofi.com/news/news-deta…

@litcapital His real life starts today

Just in time to start enjoying life

@jimcramer I needed this one. We needed this one. Thank you sir !

Always surprised that the Sunday night futures are down so little with no deal in sight. Down .50. I figure the big gunners will come in and take them down to 1.5% before we go to sleep

@muddywatersre Is this an appeal to authority? Or are you attempting to make a like-for-like comparison between the two companies? Either one doesn’t add any validity to your claims.

While you can’t reliably predict the outcome of litigation, our lasting contribution to $BUR was to show in 2019 how much of the balance sheet was really FV gains on the YPF litigation. $BUR.LN is a great example of how problematic Level 3 FV assets can be (looking at you $SOFI)

@Futurenvesting That would be too shareholder friendly. For some reason the outstanding share count goes only one way.

Hear me out... $SOFI raised $1.6b at the end of 2025 at a share price of $27.50. The stock has dropped 42.3% since the last raise! Is it time to issue a stock buyback with the capital you raised? $SOFI issued ~58m shares. $SOFI has the opportunity to buy back ~100.5m shares using the $1.6b they just raised. SoFi would end up with the same amount of cash as before the raise, but with ~42.5 million fewer shares outstanding. This effectively undoes the dilution and provides an additional bonus reduction in share count, making each remaining share represent a larger percentage of the company. Anthony Noto would only do this if they believe they couldn't use the capital more effectively. That said, dilution has been a drag on the sentiment of this company, and this might be a creative way to get excitement back into the stock and raise EPS.

@insiderinvests There’s currently a craze/mania for private equity. The have exclusivity on @ARK_Funds Venture product. They gotta lean into that more.

$SoFi is the 208th most downloaded app on the app store, a new all time high

@StockMeetUps I concur

@AccessIPOs @BenMillerise The team @fundrise has to be extremely proud and excited. Well deserved 👏🏻👏🏻

I spoke with Fundrise CEO @BenMillerise about $VCX this week. The episode drops Saturday morning 9am ET. Tune in where you get your podcasts. @accessipos" target="_blank" rel="nofollow noopener">youtube.com/@accessipos accessipos.com/Spotify

@anthonynoto I like it!

🔥👇

@BenMillerise Ayyy appreciate this one!!

Exciting company!

@JSeyff I for one love being governed. Gives me a sense of safety and warmth when decisions are out of my control. I agree with you and want to be governed much more in the future than currently today.

Hot take (maybe?) This is the correct compromise. I'm a big fan of prediction markets. But the government should stop these platforms from allowing sports contracts. Will be a hit to their valuations but its the correct answer. Force them to get state level gaming licenses

@fundstrat @BitMNR $ETH seems to be the future of finance

congrats @BitMNR +65k additional ETH $1.1b in cash $BMNR

Christopher Columbus is the ultimate IQ test. You immediately know that someone is a retarded halfwit if they start screeching some nonsense about how Columbus was a genocidal maniac or whatever. Intelligent students of history understand that he is one of the great men of western civilization. This is an awesome move by the White House.