iMiles

@AverageDipBuyer @finance_intell LOL 😂

@finance_intell They said it was 850. Turned out to be subprime…..

🚨 BREAKING 🚨 Iran has OFFICIALLY DEFAULTED on the $18 BILLION Asset-Backed Securities (ABS) securitization it secretly purchased from SoFi Technologies last year. THE STOCK IS NOW GETTING DESTROYED According to sources close to the deal, Tehran loaded up on SoFi’s student-loan and personal-loan ABS tranches through a Cayman Islands shell entity, and now they’re walking away. No payments. No warning. Total wipeout. Wall Street is losing its mind. SoFi stock is already down 52% from the recent all-time-high due to Iranian insides dumping all of their stock early before this news came out. One distressed-debt trader texted me: “They bought the triple-A rated stuff thinking it was bulletproof. Turns out the only thing bulletproof was Iran’s determination to bankrupt the entire US financial system.” This isn’t just a default. This is a geopolitical middle finger wrapped in a 144A private placement. Will SoFi stock go to zero soon? Watch the dominoes. If you made it this far without realizing this was satire, I feel bad for you.

@TheClubXai So a 50% drop prices little of it in. I’m not yet convinced that Trump doesn’t pivot soon. Some of this blows over. And of course, JPOW isn’t going to do anything before his term is up, and I don’t see Warsh pushing for hikes right out the gate. We’ll see, but this is dirty.

@DeepNightLabs Not much....the talks of rate hikes just started.

$SoFi is getting absolutely cooked right now, and I need everyone to understand why (forget the stock price for a moment) & take a look at the chart... Imagine you run a lemonade stand. Now imagine: lemons doubled in price 🍋 nobody is thirsty anymore 🏜️ your regulars are starting to not pay their tabs 😬 That's SoFi if rates go up 1%. Their profit margin craters 35%. Deposits cost more. Loans slow down. People start defaulting. It's called The Three-Part Squeeze and it sounds like a wrestling move because it kind of is — except the Fed is the one doing the squeezing and SoFi is making a face your coworker makes in a bad all-hands meeting Current margin: 3.2% 😊 Rates +0.5%: 2.6% 😐 Rates +1.0%: 2.1% 💀 They're fine. Probably. But not a great time to be a fintech bank that needs cheap money and people wanting loans $SOFI bulls: this is fine 🐶🔥 $SOFI bears: screenshot saved 🤪

@ericjackson Bold move cotton. Let’s see how it plays out for you.

I’m long Peloton at $4. $345M in free cash flow. $1.18B in cash (67% of market cap). 7 insiders bought in the last 90 days. I read every earnings call. Here’s what I found.

$SOFI - other than some potential rate hikes (which $SOFI thrived through last time) media is telling us total financial collapse. I don’t buy it. Not at these levels. How much of this is already priced in? Rate hikes are being priced in. War is priced in. Energy shocks priced in. Fed uncertainty is priced in. Other thank $JPM going insolvent or some other behemoth, what else is the market going to come up with? $SOFI thrived through pandemic, rate hikes, government stripping away their main business student loans, took away crypto and even still $SOFI has only grown. As $SOFI makes it through this recessionary cycle and overcomes you’re going to see the bear thesis wiped up with a towel and thrown in their face. If you believe in $SoFi , @anthonynoto and team to press through this then just go touch some grass. The sky’s will be a lovely shade of $SOFI blue once again…

@CarioCapital Soon we turn, end of April the latest. Bookmark this.

@investwithsheng It was a buy at 25,20,and certainly at 15.

$SOFI is a buy now

So 3.6B in new contracts from top global financial institutions don’t seem to be worried, and previously renewed and expanded contracts mean nothing too? I’m all honesty, if you shorted from upper 20’s or low 30’s, good on you, but I don’t think $SOFI is the doomsday clock that your proposing. If it is, there are MUCH larger issues and no financial institutions will be safe. Might think about covering some down here.

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)

@marinelli_126 At this rate he might have to refund the ones he already got.

$SOFI is Noto cooked on his PSU’s? 😭

JUST IN 🚨: U.S. Treasury just bought back $2 Billion of their own debt 👀

@PeterSchiff So the .09 cents they charge in tax is going to create a run on fuel… sure 👍.

Trump is thinking about suspending the federal gas tax. This will just make already exploding budget deficits larger and result in even higher inflation. Plus, the elimination of the tax will encourage greater demand for gas, helping to put even more upward pressure on prices.

@TheClubXai But they do fair value accounting so we should short it.

🚨 $SOFI just announced $3.6 BILLION in new Loan Platform deals today — $1B+ with a global bank — $600M with a financial services firm — $2B with a top-5 private asset manager The stock? Down 4% 😂 The market is literally giving you a discount on a company printing fee income while short sellers cry wolf Capital-light. Fee-based. Scaling fast. Bullish or not? 👇

@hudis6uy @TheSkayeth Someone just signed up for 3.6B more though.

@TheSkayeth those net interest loan is the risk of the business at this time of environment.

$SOFI has a national bank charter, $37.5 billion in deposits, a 5.72% net interest margin, and eight straight quarters of profit. Yet... the market still treats it like a startup.

@TheSkayeth 57th largest bank if I’m not wrong too. It was sub 100 only like two years ago.

@insiderinvests I wonder if they were trying to save this till earnings.

$SoFi Imagine the earnings we will have for Q1 if they didn't need to keep this news for the earnings release

$SOFI - top 5 global private asset management companies according to google in 2026. Who do you think is working closely with $SOFIs LPB? •1. Blackstone: The world's largest alternative asset manager, dominating in private equity and real estate. •2. KKR & Co.: A leading global firm known for high-volume, large-scale leveraged buyouts and strong performance across alternative strategies. •3. Apollo Global Management: A top player in alternative assets, specifically recognized for its strength in private equity and credit management. •4. The Carlyle Group: A global investment firm with a massive portfolio spanning corporate private equity, real assets, and credit. •5. Brookfield Asset Management: A global leader in real assets, specializing in renewable power, infrastructure, and real estate. 

@IvanTheAgent @The_RockTrading Start small, this could easily see the 400s. They took this down to 80$ not that long ago.

@The_RockTrading I’m buying the dip.

Anyone buying $META?

@WheelieInvestor Wait till 450

If $META drops below $500, i’m loading the boat Who’s with me?

Where are all the $PGY bulls?