$SoFi Technologies (SOFI.US)$ Everyone is getting ready to exit, the sell-off has begun
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88我要变有钱人88
voted
The S&P 500 is nearing fresh highs again, but the more important story may be inside the MAG-7.
Despite the recent rebound, valuations across the group still look compressed relative to the last major AI-driven peak, even as AI demand continues to broaden and monetization is becoming easier to see.
That leaves room for a more durable rerating if the next leg of earnings confirms that hyperscaler spending is finally translating into stronger ...
Despite the recent rebound, valuations across the group still look compressed relative to the last major AI-driven peak, even as AI demand continues to broaden and monetization is becoming easier to see.
That leaves room for a more durable rerating if the next leg of earnings confirms that hyperscaler spending is finally translating into stronger ...
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88我要变有钱人88
commented on
$SoFi Technologies (SOFI.US)$ if it can rise to 18, it would be a miracle today. but looking at past performance it usually rises towards earnings and plunges once its over. We shall see if the trend stays intact.
Will be exiting even if this makes just 0.01.
Will be exiting even if this makes just 0.01.
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88我要变有钱人88
commented on
$SoFi Technologies (SOFI.US)$
remember, listen to Ma Yi Long, cannot buy ya. don’t even dca ya. listen to him and u be rich.
remember, listen to Ma Yi Long, cannot buy ya. don’t even dca ya. listen to him and u be rich.
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$SoFi Technologies (SOFI.US)$ Seize the last chance to escape
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88我要变有钱人88
liked
$SoFi Technologies (SOFI.US)$ SoFi doesn’t look like a proven fraud, but it does show signs of aggressive accounting and narrative-driven growth. The concerns mainly come from how it reports credit performance—selling delinquent loans can make charge-off rates look better—and from management incentives that are tied to a much higher stock price, which can encourage a focus on optics over fundamentals. The fact that the CEO hasn’t been aggressively buying shares also raises questions about confide...
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