SoFi Technologies. Every tracked FinTwit mention of $SOFI, newest first. 222 mentions since the first on Jun 30, 2025. See the price chart.
June 2026 · 9 mentions
Jun 4
Shay Boloor — $SOFI users can now sign up for a chance to buy SpaceX IPO shares before the expected June 12 debut.
Active Investing users can submit non-binding interest now and confirm orders…↗
Jun 4
Lando — @Ashton_1nvests Trimmed $AMD today and sold out of $SOFI recently. Not because they’re bad companies, I’m actually long, but because I believe there’s better opportunities CURRENTL…↗
Jun 3
Jason Luongo — 6. $SOFI - SoFi Technologies
Record $1.1B revenue, up 41% YoY. 14.7M members, added over 1M in a single quarter. Record $12.2B in loan originations. The bank charter is the moat -…↗
Jun 3
Lando — @GrindeOptions sold $sofi today, going to buy more $IREN↗
Lando — Thinking about this right now with $SOFI …↗
Jun 2
Shay Boloor — @PolymarketMoney $SOFI shouldn't be below $20↗
Jun 2
Shay Boloor — $SOFI launched SoFi Coach which is an AI-powered financial planning assistant that helps members track spending, save & invest inside the app.
It connects to 12,000+ financial…↗
Jun 2
mon — If I were forced to build something more diversified without losing the same asymmetric mindset, my long-term portfolio would probably look like this:
- $IREN
- $HIMS
- $ASTS
- $O…↗
May 2026 · 58 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
CK Capital — Look at how this company has grown.
$SOFI↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
JC Investing — Fin tech stocks are suffering once again..
$SOFI -13%
$HOOD -14% https://t.co/SwXak2jwSb↗
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
Mar 30
Michael Sikand 🦑 — $MS - the dark horse winner of the SpaceX IPO?
Bloomberg reported Morgan Stanley's E-Trade might be Elon's platform of choice to dole out SpaceX's 30% retail allocation.
And they…↗
KaizenInvestor — My unpopular opinions
Mag 7: $GOOGL > $NVDA
Energy storage: $FLNC > $EOSE
Drone industry: $AMPX > $ONDS
Pharma: $HIMS > $NVO
Space Economy: $PL > $ASTS
Datacenter:…↗
Feb 26
Mike Investing — $SOFI is trading at the same share price as 5 years ago; meanwhile:
~ Gross profits have increased 511% ($360M to now $2.2B).
~ Total member rates have grown from 1.9M to 13.7M.…↗
Feb 14
The Future Investors — @GrindeOptions Is $SOFI your favourite fintech? 👇
https://t.co/jDbLCTxskE↗
Feb 14
The Future Investors — Fintech is breaking traditional finance 🔥
4 plays for the future ✨
Who’s your long-term winner?
Choose your fighter 🥊👇
$NU $ADYEN $HOOD $SOFI https://t.co/RQZfLBOxEV
January 2026 · 9 mentions
Jan 30
JC Investing — Shout out to all the $SLV Bulls that caused this
And Nuked everyone’s accounts
$SOFI https://t.co/yPIkjbJq44↗
Jan 30
Dustin — $SOFI Sarge led The StreetPro 3 yrs running: AMD in 2023, PLTR in 2024 & PLTR in 2025, so he picks SOFI for 2026
i keep hearing many analysts say that SoFi is overvalued. i calc…↗
Jan 25
Mike Investing — The earnings & macroeconomic lineup for this week is INSANE…
This week we have $TSLA, $META, $MSFT, $AAPL, $UNH, $ASML, & $SOFI all reporting earnings.
On the macroeconom…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…
December 2025 · 7 mentions
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 21
The Future Investors — $SOFI SoFi Technologies Deep Dive 💳👇
https://t.co/nwAYWkzUrP↗
Dec 21
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z. Full fundamentals + final score ⭐
Check out past editions $SOFI, $IREN, $AXON, $MDB, $HIMS,…↗
Dec 14
Mike Investing — These 5 stocks are going to outperform the markets in 2026 and create generational wealth for many…
1. $TSLA will be $600+
2. $ASTS will be $140+
3. $UNH will be $500+
4. $AMZN wi…
November 2025 · 14 mentions
Nov 30
Mike Investing — These 7 stocks remain strong buys and will outperform the markets as we head into 2026…
1. $TSLA at $430
2. $SOFI at $29
3. $NVO at $49
4. $LULU at $180
5. $ORCL at $190
6. $OSCR…↗
Nov 27
The Future Investors — @kylewhitegoat We just dropped our $SOFI deep dive 🔥👇
https://t.co/nwAYWkzmCh↗
Nov 27
The Future Investors — @SoFi_Insider We just dropped our $SOFI deep dive 👇🔥
https://t.co/KAtKq8IlZj↗
Nov 27
The Future Investors — $SOFI Our Full Deep Dive on 𝗦𝗼𝗙𝗶 is live! 🚨
🔍 Full breakdown: Management, Market, Growth & Financials
⭐ Fundamental Score (0–100)
SoFi is shaping the future of consume…
October 2025 · 12 mentions
Oct 30
Mike Investing — So far this year $TSLA, $NVDA, $PLTR, $UNH, $BABA, $LMND, $AMD, $ASTS, & $RKLB have all had euphoric squeezes towards the upside.
The next setups to go are…
$GRAB, $SOFI, $AB…↗
Oct 29
Mike Investing — $SOFI has officially begun its euphoric squeeze as it blows well past its IPO base…
If you missed $HOOD at $29, or $PLTR at $42, then this is your third opportunity that you do no…↗
Oct 28
Mike Investing — Just a warning…
Once $JD begins its euphoric breakout…
And $SOFI, $PYPL, & $GRAB continue their moves.
These 4 setups will create generational wealth for many.
I was the fi…↗
Nancy Pelosi Stock Tracker ♟ — Everyone please give James Comer a Happy Friday for buying SOFI before everyone else
Back on January 2nd, he bought $30K of $SOFI for $14/share
Well since his buy the stock is up…↗
August 2025 · 3 mentions
Aug 24
Mike Investing — $SOFI is positioned for a breakout identical to $HOOD.
With a EPS of 700%, $2.7B+ cash on cash, and 44% YoY revenue growth $SOFI is truly undervalued.
The rally that has begun is…↗
Aug 10
Mike Investing — These 7 stocks are currently the best investments available that offer the most attractive risk to reward setups…
1. $OSCR at $15
2. $HIMS at $52
3. $LMND at $50
4. $TSLA at $330…↗
Aug 3
Mike Investing — This next incoming breakout for the stock market when it finishes its current dip will create generational wealth for many.
Here are the PT’s…
$HIMS $140
$SOFI $50
$AMD $300
$OSC…↗
July 2025 · 7 mentions
Jul 30
Mike Investing — These 5 stocks are going to outperform the entire U.S. stock market this year and blow past all time highs.
1. $HIMS will be $130+
2. $OSCR will be $32+
3. $AMD will be $260+
4. $…↗
Jul 29
Nancy Pelosi Stock Tracker ♟ — And this is why we track Politicians' stock trades ✍️
Back on we flagged James Comer's $30K buy of $SOFI
Why?
1. He was the first politician to ever buy $SOFI
2. At the time he…↗
Jul 29
Mike Investing — $SOFI just blew out earnings with a double beat…
With an EPS of 700% YoY, Revenue up 44% YoY, it shows that $SOFI is just beginning its breakout.
Whales have been loading heavy i…↗
Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
MuddyWatersResearch — @EO_Farmer So the update: $SOFI numbers are still fake; now it’s running the “distract with a shiny new crypto toy” play. Pretty much stock promotion 101.↗
May 29
Chris Ray — Subscribers saw me enter $SOFI two days ago in my Roth IRA… now up 14% 😎 https://t.co/YAbfavH9I9↗
May 29
Chris Ray — I think the final leg leading to some sort of “blow-off top” is all the laggards catching a bid.
$PLTR, $SOFI, software, and others all seeing that now after trailing Semis, Memor…↗
May 29
Chris Ray — Yeah I should’ve bought back into $SOFI yesterday… was pretty close too! 🤦♂️↗
May 29
PhotonBull — Looks like this was the opportunity
$SOFI https://t.co/1FLr0cBfYv↗
Lando — @KobeissiLetter If I had to guess $SOFI will be a large beneficiary↗
May 27
Chris Ray — @bennybigbull I can’t see $SOFI falling more than a dollar or two here. Deserves to be much higher on all the deals they’re doing and tech coming out in 2H 2026.
Return to ATHs is…↗
May 27
Shay Boloor — $SOFI just launched SoFiUSD becoming the first national bank-issued stablecoin integrated directly into a U.S. banking app.
SoFi turning its 15M-member app into a 24/7 blockchain…↗
May 26
Shay Boloor — $SOFI UP OVER 5% TODAY https://t.co/7OhaRmy0Xa↗
May 26
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 23
Shay Boloor — TOP 10 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
2. $AEHR | Aehr Test Systems
3. $SOFI | SoFi
4. $IONQ | IonQ
5. $ASTS | AST SpaceMobile
6. $OSS | One Stop Systems
7. $NVTS…↗
May 20
Shay Boloor — @PolymarketMoney Great to see $SOFI transitioning into a digital financial everything app.↗
May 20
Shay Boloor — $SOFI just made its third acquisition this year by acquiring Peach which is a cloud-native lending technology platform used to launch & service lending programs.
Peach support…↗
May 20
Shay Boloor — $SOFI CEO Anthony Noto said at J.P. Morgan conference that SoFi now has 15M members, 22M products & 85% of products are non-lending.
He also said SoFi processes 8B transactions pe…↗
Antonio Costa — $PSQH $SOFI Trump is expected to sign executive orders as soon as this afternoon that would direct banks to collect citizenship information on customers and encourage the Fed to ex…↗
May 19
Jason Luongo — You could buy 100 shares of $SOFI right now for ~$1,508
Or you could buy the $15 call LEAP expiring January 2028 for ~$550
Directional exposure to 100 shares. ~63% less capital.…↗
May 19
CK Capital — At what price do $SOFI and $HOOD look interesting? https://t.co/74rQinkGqN↗
May 17
InvestmentGuru — 5 STOCKS TO BUY ON THE NEXT ROTATION
The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback.
$META — AI Monetizatio…↗
May 16
Shay Boloor — @GrindeOptions $SOFI in 2026 is a classic example of narrative follows price action↗
May 16
Shay Boloor — WHY $SOFI IS A TOP 3 POSITION FOR ME
The market is overpricing the credit fear and underpricing the platform optionality when it comes to SoFi which is why I think it's one of the…↗
May 16
Shay Boloor — MY TOP 5 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & p…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 14
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
mon — $HIMS & $SOFI - I like both at current price.
They're both really good setups with great numbers/business model behind them, both hated by parts of the market, both scaling fast,…↗
May 13
InvestmentGuru — $SOFI only CEO buying, no buyers yet , still holding my position and believe this is buying opportunity for long term IMO https://t.co/TfRPzAEuX6↗
May 13
Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040.
Here's 15 stocks surging right now like $LITE:
1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗
May 13
Jason Luongo — 7. $SOFI - SoFi Technologies
Q1 record revenue of $1.1B, up 43%. Added a record 1.05 million new members in a single quarter. Total members now 14.7M, up 35%. Total products 22.2M…↗
May 11
Shay Boloor — $SOFI CEO Anthony Noto just bought another ~$250K of SoFi stock at $16/share.
That follows the ~$1.5M worth of shares he picked up in March and the ~$250K he added last week. htt…↗
May 11
Shay Boloor — $SOFI is reportedly expanding into the U.K. by acquiring most of PrimaryBid which is a British fintech platform focused on retail investor access to IPOs.
PrimaryBid previously ra…↗
May 11
Jason Luongo — $META is undervalued at $610
$AMZN is undervalued at $273
$SOFI is undervalued at $16
$ZETA is undervalued at $17
Do you agree? https://t.co/drg3FTNy3U↗
The Future Investors — 4 stocks under pressure 📉😬
Who’s your top pick for the next 3 years? 🚀👇
$MELI $SOFI $APP $NOW https://t.co/ijK2kWNexR↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW
1. $MELI | MercadoLibre
MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT whi…↗
May 8
Shay Boloor — $SOFI CEO Anthony Noto just bought another ~$250,000 of SoFi stock.
That follows the ~$1.5M worth of shares he already bought in March. https://t.co/qrTQnrybQ3↗
May 8
mon — According to Grok, the 5 stocks with realistic 10X upside in the next year:
1. $JOBY - eVTOL air taxis nearing certification/commercial launch.
2. $CRSP - CRISPR gene-editing the…↗
May 8
Jason Luongo — 1. Cash-Secured Put on $SOFI
$SOFI at $15.93. Claude pulled the June 18 chain (42 DTE) and found:
$14 put
Delta: -0.19
IV: 52.7%
Premium: ~$0.34 (mid)
Open interest: 7,964
Theta:…↗
May 7
Shay Boloor — $HOOD CEO Vlad Tenev says the U.S. is very close to passing the Crypto Clarity Act to “ensure American dominance in digital finance.”
Clearer regulation could be a major tailwind…↗
May 3
InvestmentGuru — $SOFI
SoFi has executed one of the most underappreciated transformations in fintech — evolving from a student loan refinancing niche into a fully licensed digital bank with a thre…↗
CK Capital — Added two new positions this morning. $ZETA and $SOFI. Both look incredibly cheap right now.
$ZETA analyst updates:
RBC: Raised PT → $29
Truist: Reiterated → $30
Needham: Reitera…↗
Apr 29
InvestmentGuru — $SOFI EARNINGS
Revenue $1.09B vs Est. $1.05B
EPS $0.12 vs Est. $0.12
EBITDA $340M vs Est. $309M
Loan originations: $12.2B (+68% YoY)
New Members: 14.7M (+35% YoY)
FY26 Guidance
R…↗
Apr 28
MuddyWatersResearch — LendingClub begins its 1st quarter principally reporting with FVO. Apples-to-apples comparison to $SOFI: $LC effectively has Day 1 FV mark of ~104; SOFI marks at ~109. Both audited…↗
Apr 28
MuddyWatersResearch — In other words, $SOFI engagement partner Lee has less experience and much more at stake wrt the client’s audit fees relative to his career fee earnings. See auditroom dot io for de…↗
Apr 28
MuddyWatersResearch — LendingClub begins its 1st quarter principally reporting with FVO. Apples-to-apples comparison to $SOFI: $LC effectively has Day 1 FV mark of ~104; SOFI marks at ~109. Both audited…↗
Apr 28
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
BMSInvests — @financefraz Currently $ONDS and small amount of $SRFM $UAMY
Previously $BBAI $MVST $SOFI $GRAB↗
Apr 20
mon — First $SOFI vs $HOOD
Then $NBIS vs $IREN
And now $ONDS vs $AVEX
This is never going to stop. 😅↗
Apr 19
mon — This is a portfolio built with very small capital.
It is spread across 6+ broad sectors:
· Space/Defense: $RKLB, $ASTS, $OSS, $ONDS
· Fintech/Insurance: $SOFI, $OSCR
· AI infrastr…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
Jason Luongo — 5 reasons I may sell puts instead of buying shares outright:
1. You get paid upfront. Win or lose on direction, the premium hits your account the second the order fills. Try getti…↗
Apr 16
Jason Luongo — 7 stocks I think still have a lot of room to run, even after this melt-up:
$HIMS ($26) - FDA peptide panel July 23-24. Hims already owns a California peptide facility. Dudum has p…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Apr 14
InvestmentGuru — 25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity…↗
Apr 13
JC Investing — @insiderinvests What cope are the $SOFI investors going to make up now lol↗
Apr 13
JC Investing — $SOFI investors when they’re up 5% this week
(They’re up 4% over 5 years) https://t.co/ykTTKhRapo↗
Apr 13
MuddyWatersResearch — Business Insider covering our letter to $SOFI board https://t.co/yRLjVTcoSU↗
Apr 13
Serenity — @platochi Probably not, can't beat JP Morgan, $SOFI, and big bank lobbying.
I'm just giving the unfortunate truth to retail investors about what the bill actually does.
There's…↗
Apr 9
InvestmentGuru — High-Conviction Long-Term Buying Zone
$SOFI – Fintech growth + profitability expansion story (analysts still see solid upside despite volatility)
$HIMS – Disrupting healthcare…↗
Jason Luongo — I just closed 6 cash-secured put trades for an average annualized return of 144%. Average trade length: 16 days.
The puts were sold on: $SOFI $IBRX $HOOD $ZETA $BMNR $XSP/ $SPX
H…↗
Apr 7
Jason Luongo — I'm only going to say this once.
These 12 stocks have the potential to create millionaires by 2028:
$NVDA at $175 → Avg PT $266 (+52%)
$AMZN at $212 → Avg PT $281 (+33%)
$IREN at…↗
Apr 6
Jason Luongo — After years of selling cash-secured puts, here's the system that works for me consistently:
The setup I look for:
- Stock on my watchlist that I'd own for years
- RSI oversold on…↗
Apr 5
Serenity — @Jacktecau990 $SOFI as a company is fine.
I think the X community logic behind banks banning competitors from offering yield…
Making Wells Fargo checking accounts more competiti…↗
Apr 5
Serenity — @AverageDipBuyer I'm voting for $SOFI over $IREN after reading your comment.↗
Apr 5
Serenity — Who are the smartest investors on X?
In the lineup we have $SOFI, $AMC, $IREN, and $BYND.↗
Apr 4
Mike Investing — I’ve said it before, & I’ll say it again…
These 8 names are the BEST dip-buying opportunities available, & will create generational wealth for many in 2026:
1. AST SpaceMobile -…↗
Apr 4
Serenity — @FinDataByLig I’m looking out for retail investors, don’t give a sht about lining up the pockets of $SOFI CEO.
But yes if they ban out all the competition, that’s largely bullish…↗
Apr 2
MuddyWatersResearch — @WinnerInvestor @marketswithmay My people, in that interview, I was referring to other transactions (loan pools that had been securitized). Our position was and remains that $SOFI…↗
Apr 2
JC Investing — Let’s settle the debate
$SOFI or $HOOD
Who’s the winner in the FinTech space https://t.co/fUy0GJydzq↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— @antibearthesis Rather $HOOD over $SOFI but love the other two
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
MuddyWatersResearch — The Fed cut 50 bps on Sept 18. Twelve days later $SOFI "sold" a 5% receivable at exactly par. A buyer should have paid a premium. A lender advancing against collateral wouldn’t htt…↗
Mar 30
MuddyWatersResearch — ~$1B in reported EBITDA traces back to one $312M transaction. If it’s a borrowing — as the UCC documents say it is — $SOFI should restate and claw back management bonuses https://t…↗
Mar 30
MuddyWatersResearch — The "buyer" of the $312M $SOFI receivable was SoFi Funding PL VI LLC — SOFI’s own subsidiary https://t.co/YMW3tMWiei↗
Mar 30
MuddyWatersResearch — $SOFI borrowed $312M from JPMorgan and booked it as a sale. The UCC filing uses the word "Borrower." The CFO used the word "sold." Both can’t be true https://t.co/YMW3tMWiei↗
Mar 28
MuddyWatersResearch — @siyul @stoked_on_waves The connections - logical to you or not - are 1) that BUR inflated past profits and its balance sheet by aggressively marking Petersen, 2) management exited…↗
Mar 27
MuddyWatersResearch — 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 litiga…↗
Mar 26
BMSInvests — $SOFI
SoFi Expands Loan Platform Business with Multiple New Agreements Totaling Over $3.6 Billion
https://t.co/0pD8sSJF0m↗
Mar 26
Jason Luongo — These 10 stocks have the potential to create millionaires by 2028:
$NVDA - AI Compute
$AMZN - Cloud/E-Commerce
$IREN - AI Infrastructure
$HOOD - Fintech
$ZETA - AI Marketing
$ONDS…↗
Jason Luongo — I'm only going to say this once. All of these stocks are undervalued right now:
$NVDA at $177 - AI compute leader. Jensen just said $1T in cumulative AI infrastructure revenue thr…↗
Mar 24
Jason Luongo — My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. C…↗
Mar 23
MuddyWatersResearch — MW’s elevator pitch on $SOFI from @SquawkCNBC this morning - “SOFI’s superpower is borrowing money and turning the borrowing proceeds into loan sales”
https://t.co/lobmiXQpqE↗
Mar 23
MuddyWatersResearch — About to go on @SquawkCNBC to talk about our $SOFI short!↗
MuddyWatersResearch — $SOFI institutional ownership is markedly lower than its peers. We hear from others that SOFI regularly stonewalls on hard questions. Ask yourself why SOFI won’t answer institution…↗
Mar 21
MuddyWatersResearch — Noto bought $500K of $SOFI the day of our report. He’s already extracted $46.5M through instruments identical to stock sales. That’s ~1% of what he’s taken off the table. 11 questi…↗
Mar 21
MuddyWatersResearch — We asked $SOFI 11 questions before we published. It answered zero. The only response was to have the in-house lawyer demand to know who we are. It’s been 5 days since the report. W…↗
Mar 20
Jason Luongo — You could buy 100 shares of $SOFI right now for $1,715.
Or you could buy the $20 call LEAP expiring January 2028 for $560. Same 100 shares of exposure. A fraction of the capital.…↗
Mar 19
Jason Luongo — I'm 34 years old and a self-made millionaire. My March advice:
$NVDA (NVIDIA) - Strong Buy
$AMZN (Amazon) - Strong Buy
$IREN (IREN Limited) - Buy
$HOOD (Robinhood) - Strong Buy
$Z…↗
Mar 18
MuddyWatersResearch — $SOFI “intends to explore potential legal action against Muddy Waters”… https://t.co/t0b9GaWDt3↗
Mar 17
mon — $SOFI Guess who bought the dip!
Anthony Noto / $500,000 worth. https://t.co/ipVeKdRw1E↗
Mar 17
mon — $SOFI The market has stopped taking shorts seriously.
I don't know how this is even allowed.
The stock is already recovering. https://t.co/lvUDKNQZqa↗
Mar 17
KaizenInvestor — $SOFI - Shorting a stock that's already down 35% YTD takes guts, to say the least. It will be an interesting year for SOFI shareholders.↗
Mar 17
MuddyWatersResearch — After adjusting for what we view as inflated marks, off-balance-sheet borrowings, and capitalized expenses, we reduce $SOFI's 2025 Adjusted EBITDA by ~90%—from $1,054M to $103M. Ma…↗
Mar 17
MuddyWatersResearch — In the process, $SOFI appears to have borrowed $312M that we believe is not reported in its financials. The Loan Platform Business that replaced Secured Loans looks like disguised…↗
Mar 17
MuddyWatersResearch — $SOFI's Loan Platform Business isn't a capital-lite tollbooth—it appears to be disguised borrowing booked as fee income, structurally analogous to Enron's VIE structures. We also s…↗
Mar 17
MuddyWatersResearch — $SOFI's "Secured Loan" business is really seller-financed whole loan sales. SOFI lends ~80% of UPB to buyers purchasing its own loans. We believe these fail all three criteria for…↗
Mar 17
MuddyWatersResearch — $SOFI's Student Loan business appears to exist primarily to generate Fair Value gains for management bonuses. SOFI used a discount rate 27bps BELOW the 10-yr Treasury—implying a ne…↗
Mar 17
MuddyWatersResearch — We calculate $SOFI's real Personal Loan charge-off rate at ~6.1% vs. the 2.89% reported. Loans are disposed of days before the charge-off threshold, understating losses that feed i…↗
Mar 17
MuddyWatersResearch — 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 re…↗
Mar 16
Wayne Liang — The https://t.co/ihHRGnddfF BDs caught an entry for $SOFI at $11 and PDs nailed the exit at $29. Safest entry here is to wait for the next Weekly BD to pop up again. https://t.co/c…↗
Mar 16
JC Investing — How can you be down when the whole market is up 🫠
$SOFI https://t.co/bPpfBikzyQ↗
Mar 16
JC Investing — Looks like FinX has answered
$SOFI seems the more popular name↗
Mar 15
JC Investing — Let’s settle the debate 👇🏻
$HOOD or $SOFI https://t.co/zbKToN1c5N↗
Mar 14
mon — Negative YTD performance is rarely talked about on X.
In reality, many investors are likely in the red, with dozens of popular retail stocks down this year.
YTD:
$EOSE −55%
$PGY…↗
Mar 14
mon — Fintech is getting absolutely destroyed in 2026.
$SOFI down 32%.
$HOOD down 35%.
$PYPL down 23%.
$PGY down 47%.
The selloff started in January and there has been no real recov…↗
Mar 12
JC Investing — You have $1,000,000 to invest today.
A) $HOOD
B) $TSLA
C) $SOFI
D) $AMZN
Which are you choosing?
(The catch - You have to hold for 10 years)↗
Mar 9
mon — I’m very surprised that the CEO of $HIMS hasn’t bought a single share after the stock dropped about 50% YTD.
Meanwhile, $EOSE, $DUOL, $TTD, and $SOFI have all seen recent insider…↗
Mike Investing — These 5 stocks are no brainers at their current heavily undervalued positions…
1. $MSFT ~ Dominant enterprise software platform, & one of the biggest AI beneficiaries through Open…↗
Mar 6
JC Investing — @TrdeToScale Is $SOFI one of your larger positions ?↗
Mar 6
Dustin — $SOFI Very uncharacteristic of Sofi closing green when market is a bloodbath. Something is up. I think tomorrow will be the true tell.
Fridays are usually brutal for Sofi as MM’…↗
Mar 6
JC Investing — @Julian_Trades1 I rather $HOOD but I understand the $SOFI trade↗
Mar 5
JC Investing — @GeorgeFChahine Why $SOFI over $HOOD↗
Mar 5
JC Investing — If you had $100,000 to invest today.
A) $HOOD
B) $IREN
C) $SOFI
D) $ZETA
Which one are you choosing?↗
Mar 5
mon — Stocks with recent insider buying are doing well today.
$TTD +18%
$DUOL +5%
$SOFI +1%↗
Mar 3
mon — It’s always great to see insider buying in beaten-down stocks.
- $EOSE CEO purchased $345K worth of shares at $5.75.
- $SOFI CEO purchased $1M worth of shares at $17.88.
Now it’…↗
Mar 2
Mike Investing — $SOFI continues to trade at the same share price as 5 years ago…
However its fundamentals have drastically changed:
~ Gross profits have increased 511%+ ($360M to $2.2B)
~ Total…↗
JC Investing — Am I missing something here?
$SOFI is down 20% YTD
But their adjusted net revenue is up 38% YoY …. https://t.co/h8ElwHh92d↗
Feb 7
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z.
Full fundamentals + final score ⭐
Check out the past 9 editions $AVGO, $SOFI, $IREN, $AXON…↗
mon — The market so far:
🟢
$NUAI 6%
$AMD 5%
$LMND 5%
$UAMY 3%
$BABA 2%
$ENPH 1%
🔴
$ZETA, $RR, $SOFI, $DUOL & $PATH -1%
$ROOT, $MSTR, $FUBO, $ASST & $MSFT -2%
$POET, $NBIS, $C…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 5
Alfonso De Pablos, CMT — $SOFI looks like it’s setting up for another ripper. https://t.co/8m13zAqecU↗
Jan 5
Mike Investing — You need these 10 growth stocks in your portfolio to dominate the markets in 2026:
1. $ONDS ~ Building AI driven drone and defense intelligence platforms.
2. $ZETA ~ monetizing fi…↗
Jan 4
mon — This was my portfolio going into 2024.
Four companies from that list have gone on to become giant companies today.
In two years:
$SOFI +248%
$HIMS +300%
$PLTR +950%
$RKLB +1,307%…↗
Mike Investing — These 5 stocks are going to see euphoric upside action in the coming months…
1. $TSLA will be $600+
2. $ASTS will be $110+
3. $SOFI will be $38+
4. $ONDS will be $17+
5. $UNH will…↗
Dec 5
Mike Investing — These 7 stocks remain strong buys and will create generational wealth for many into 2026…
1. $TSLA at $450
2. $UNH at $330
3. $NBIS at $100
4. $SOFI at $28
5. $RKLB at $50
6. $HIM…↗
Dec 5
Mike Investing — $SOFI continues to position itself for a euphoric run above $50+ just like $PLTR & $HOOD had done…
Today $SOFI announced a $1.5B public offering which has caused share prices…↗
Mike Investing — This year I’ve called the bottoms and caught…
1. $TSLA at $210
2. $LMND at $35
3. $NBIS at $62
4. $AMD at $75
5. $PLTR at $65
6. $HOOD at $30
While I do still really like these 6…↗
Nov 26
Mike Investing — These 7 stocks remain the Best Buy’s as we head into 2026, and are going to outperform the markets by a significant margin…
1. $META
2. $UNH
3. $NVO
4. $OSCR
5. $IREN
6. $SOFI
7.…↗
Nov 23
The Future Investors — $SOFI Our next Unpacked drops later this week 🔥
We’re diving deep into SoFi — including our fundamental score 🔍⭐
Don’t miss it. Sign up in the comments 👇 https://t.co/08pjZv43…↗
Nov 22
Mike Investing — The markets general direction is still downward with some correctional moves still incoming.
Here are key levels to watch on these fundamentally strong companies to load the dip……↗
Nov 21
Dustin — My top 10 stocks for 2026:
1. $NVDA
2. $RKLB
3. $AMD
4. $HIMS
5. $SOFI
6. $ASTS
7. $PLTR
8. $CIFR
9. $LMND
10. $IREN
Who am I missing❓‼️↗
Nov 16
Mike Investing — These 7 stocks are the best investments available as we head into 2026…
1. $IREN
2. $TSLA
3. $META
4. $SOFI
5. $ZETA
6. $ASTS
7. $GOOGL
Take advantage of pullbacks before the nex…↗
Nov 16
Mike Investing — $SOFI is the next stock to see a euphoric run above $100+ just like $HOOD & $PLTR.
With a 120% EPS YoY, a 38% Revenue Growth YoY, all help to prove $SOFI is a strong buy.
It’…↗
Nov 15
Mike Investing — While the market has yet to bottom, this pullback has presented many great opportunities…
Below are the top 5 Best current Buys:
1. $META
2. $GRAB
3. $PLTR
4. $AMZN
5. $SOFI
Th…↗
Nov 9
Mike Investing — These 5 stocks are going to see euphoric upside action over the next couple months…
1. $IREN will be $160+
2. $OSCR will be $32+
3. $TSLA will be $600+
4. $SOFI will be $50+
5. $Z…↗
Nov 9
The Future Investors — You’ve spoken...the next Unpacked will be SoFi $SOFI. Full deep dive + our final score ⭐. Out in about 2 weeks!
Make sure you get it! Sign up now in the comments 👇 https://t.co/N…↗
— $SOFI had an outstanding earnings this morning with a double beat on expectations…
With 120%+ EPS YoY, 38% Revenue growth YoY, and a 27% FCF YoY show $SOFI and its strong expansio…
Mike Investing — @amitisinvesting @Mr_Derivatives I agree, $SOFI should come out with incredible results at earnings…↗
Oct 27
Mike Investing — @Mr_Derivatives $SOFI is positioned for a squeeze and with the unusual call volume seen last week, I believe $40+ is incoming sooner than many expect!↗
Oct 27
Mike Investing — $SOFI is about to see a parabolic squeeze with 100-150%+ upside identical to $HOOD & $PLTR.
With a EPS of 700%, $2.7B+ in cash, & 44% YoY revenue growth, $SOFI is clearly…↗
Oct 26
Mike Investing — These 7 stocks remain strong buys at these levels and will outperform the markets into 2026…
1. $IREN at $60
2. $SOFI at $28
3. $BMNR at $50
4. $JD at $33
5. $UNH at $360
6. $TSLA…↗
Oct 23
Mike Investing — If you missed $PLTR at $42 or $HOOD at $29, then you do not want to miss out on $SOFI.
With a EPS of 700%, $2.7B+ in cash, & 44% YoY revenue growth $SOFI is an easy buy.
Earn…↗
Oct 23
Mike Investing — The markets have not topped and are about to squeeze from November to Year end.
Below are 7 stocks you need to take advantage of before the squeeze begins:
$TSLA
$BMNR
$OSCR
$SOF…↗
Oct 20
Mike Investing — $SOFI is the next stock to see a euphoric run above $100+ exactly like $PLTR & $HOOD.
With a 700% EPS YoY, & a 44% Revenue Growth YoY all show $SOFI will breakout soon.
E…↗
Oct 11
Mike Investing — Investing in these 7 stocks during this current drop can change your life forever:
1. $TSLA at $396
2. $UNH at $340
3. $BMNR at $47
4. $LMND at $44
5. $SOFI at $26
6. $JD at $31
7…↗
— These 5 stocks are going to outperform the U.S. stock market this year and will make new all time highs…
1. $HIMS will be $120+
2. $OSCR will be $50+
3. $TSLA will be $500+
4. $AM…
Mike Investing — If you invest into these 5 stocks you will outperform the markets over the next couple years…
1. $OSCR at $14
2. $HIMS at $50
3. $AMD at $140
4. $TSLA at $300
5. $SOFI at $20
Don…↗
Jul 12
Mike Investing — These 5 stocks are going to outperform the markets this year and will make new all time highs…
1. $HIMS will be $120+
2. $SOFI will be $35+
3. $TSLA will be $500+
4. $OSCR will be…↗
Jul 8
Nancy Pelosi Stock Tracker ♟ — Just in: The politicians are cashing in on SOFI ✍️
Back in January we shared Rep. James Comer's notable $30K buy of $SOFI
Why?
1. He was the first politician to ever buy $SOFI
2…↗