Matthew

If SoFi $SOFI hits $26B in net income and trades at 40x earnings, that's a $1.05T valuation. Today's market cap sits at $20.74B. That's 50.7x from here. And this is the pessimistic scenario. The model assumes: ✔️ No share buybacks factored in ✔️ Heavy investment costs drag performance before operating leverage kicks in ✔️ Margins stay compressed until 2030, SoFi is still pouring capital into stablecoins, tokenized deposits, tokenized assets, SoFi Chain, payments, SMB banking, enterprise banking, and international expansion ✔️ Core business growth slows meaningfully after 2028 ✔️ Zero credit for S&P 500 inclusion re-rating the stock ✔️ SoFi's blockchain only captures a small slice of the total blockchain TAM in 2035 This is the floor. The ceiling? Don't get me started on the bull case.

Everyone on this app loved $SOFI when it was at $30+ dollars. A lot of those same people publicly shamed the company and investors when it dipped to $15. Meanwhile, the company has continued to accelerate growth and pushing products to generate even more revenue. This is where real conviction gets tested. Obviously, $20 is not the end goal. It is nice to see the market finally waking up to what SoFi is doing. This management team is top tier.

Yesterday $SoFi was at $15, today it might hit $20

$SOFI 🚨BREAKING NEWS 🚨 SOFI JUST REWROTE ITS ENTIRE VALUATION FOREVER🔥 LOOK CLOSELY!!! They didn’t just launch SoFiUSD (SOFID) — the FIRST stablecoin from a nationally chartered, OCC-regulated U.S. bank — they flipped the script on Wall Street. 👀 Trading at a pathetic 2X book? Watch this rocket to 6X–10X book as they pivot HARD into high-margin, fee-based revenue from stablecoins + business banking. Growth is NO LONGER tied to tangible book — it’s exploding on 24/7 global payments, 15M app users, and institutional infrastructure that prints money on-chain.📈 The stablecoin wars are OVER. $SOFI is now the everything-app king of regulated crypto finance. This is the single biggest valuation catalyst in fintech history — parabolic doesn’t even begin to describe it #SOFI #SOFID

$SOFI pump baby pump

$SOFI

@RKLBMan I agree

Yesterday's explosion will be digested by the market today. Already seeing every space sector stock take a hit premarket. $ASTS is clearly the most directly impacted here. Abel will have to clearly communicate an updated launch plan and timeline that consists of Falcon 9 and other rockets. Luckily the next few are with SpaceX, including next month's launch of BB8-10. Not quite sure about the impact to $LUNR $FLY and others involved in Artemis. Obviously this will cause delays and headwinds for moon lander and base build out plans. I think this is actually good for the SpaceX and $RKLB narrative overall. But it's also a good reminder that space is a meritocracy. One mistake has ripple effects.

@kylewhitegoat I’m glad I started a position under $20. Getting ready to ride the rocket up to $50!

$SOFI 🚨BREAKING NEWS🚨 👿THE MONSTER IS WAKING UP👿 REVENUE RUN RATE PROJECTIONS🎯 Q2'26 = $4.8 Billion Q3'26= $5.2 Billion Q4'26 = $5.6 Billion

@ValueInIdeas Good day to buy. Been waiting for a day like this. Be greedy when others are fearful

Blue Origin rocket explodes, $RKLB down 6% in premarket. Makes perfect sense. Almost feels like the good old days again ;)

$NVDA CEO Jensen Huang: "The second half of this year is going to be very, very busy with Grace Blackwell, Vera Rubin, and we have a surprise new product that we haven’t told anyone about yet."

This isn't 2000. S&P 500 YTD: +9.2%. Forward earnings: +14.4%. The market multiple has contracted 4.6%. In a bubble, multiples expand faster than earnings. Today, the opposite is happening: → Nasdaq-100 fwd P/E: ~25x today vs 60x at the March 2000 peak → Mag 7 net income (2025): $500B+ vs ~$190B for top-10 tech at the dot-com peak (2000 dollars adjusted for CPI) → Hyperscaler AI capex (2026): ~$700B - funded by cash flow, not equity raises The infrastructure boom is a capital cycle. Not a narrative.

@DividendMil Yeah, I have a few, it’s harder than it used to be with two little kids. Saving every penny I can find. Haha

@wildgambitinvst Just do the best you can. Invest whatever you can. Find some side hustles. There are ways to make any extra $100 easily each week.

Anyone can become a millionaire by 50. If you’re young and don’t become one…there’s a good chance it’s your own fault. Age 20: Invest $10/day
21: $20/day
22: $30/day
23: $40/day
24-50: $50/day Assuming 10% annual returns in an S&P fund: 💰 $1.58 MILLION by age 50 No gambling.
No get rich quick schemes. Just consistency, discipline, and time. 📈

@jimcramer I think everyone is afraid of the other chipmakers coming into play, which is why the stock isn’t booming.

Meanwhile i am starting to see Nvidia's stock selling for maybe as low as 10x the 2027 estimates. It remains the best positioned and the fastest grower (and the weakest stock) Oddity? Confusion? Opportunity? I hope Nvidia is buying when the market is selling

@CashflowAcct Good luck! Followed you.

I'm setting myself some goals for the end of 2026: - Minimum Net Portfolio Value of $40k - Invest 80/20 of my net paychecks - $20k in $OVL, $5k in $GIAX, $5k in BLOX, $15k to AI Supply Chain ($DRAM, $CHAT, $AIPO, $SPCI, $PHO, $CIBR) - 200 followers on X Wish me luck!

@CGInvesting10 As many have said it split 5/1 so chances it gets to 1,000 at ipo date is slim. I think it will close north of 200 on its first day of trading, which pre split would put you at the 1,000

What do you think the cost of 1 share of $SPCX will cost? I bet it’s over $1K

@growthrapidly I think earnings support a lot of the recent gains. By the hyperscalers focusing on spending FCF it’s powering this rally. Now there is some speculation fairy dust in some AI, Space and Quantum names, but there’s fairy dust in every stock market boom.

Some people are comparing AI to the internet bubble. But the real question is simple: Are today’s AI leaders printing real revenue and earnings, or just selling dreams? That’s the difference.

@FIREDUpWealth Bubble.

I’m in Mexico, and my bartender who can’t speak English just told me to buy $MU stock.

@CGInvesting10 Going to buy @ market, no limits.

Is anyone actually going to request shares of the $SPCX IPO? I really want to but have a feeling I won’t have enough cash

BREAKING: Elon Musk is reportedly considering merging SpaceX $SPCX and Tesla $TSLA after the June 12th IPO To gain his performance package payout, Musk must achieve a market cap of $7.5 trillion. A merger between his two companies would raise the market cap from $1.75T to $3.5T