Adam Bayrakdar

everyday Stock Market news , charts and whatever in between.Both Long & Short term trends, information, data ,Patterns Recognizer.All of TA.Not financial Advice

[Adam Bayrakdar @AdamBayrakdar]

Hey X 👋 I'm Adam. I post daily on $HIMS and $SOFI: news the moment it drops, charts with real numbers, and what Andrew Dudum and Anthony Noto are building. No hype, no financial advice, just the story.

Which one are you watching more right now?

[Adam Bayrakdar @AdamBayrakdar]

Weekend explainer: guidance vs. the Street 🧭
$SOFI guides 2026 revenue to $4.75–4.85B, but the Street's ~$4.87B already sits above it before Tuesday's Q3
$HIMS guided Q3 to $880–900M, up from $753M in Q2; it reports Nov 9

Which number do you trust more?
#investing

[Adam Bayrakdar @AdamBayrakdar]

Weekend wrap 📊
$HIMS $27.71 (-4.9% Fri): peptide meeting wrapped, 3 more OIRA talks Oct 27–28
$SOFI $14.61 (-1.1% Fri), Q3 prints Tuesday before the open

Peptides or earnings — which has your attention this weekend?
#stocks #fintech

[Adam Bayrakdar @AdamBayrakdar]

$HIMS CMO Dr. Anant Vinjamoori says Hims just wrapped its White House (OIRA) meeting on FDA's interim peptide policy, focused on what regulated access should look like. No official readout yet, 3 more meetings Oct 27–28. Stock closed ~$27.69 (-4.9%).

Your read?
#Peptides #FDA

[Adam Bayrakdar @AdamBayrakdar]

@allday_stocks SoFi's Q3 lands Tuesday before the open, with the Street looking for roughly $1.26B in revenue, up 32% y/y. With this many reports packed into one week, which one do you think sets the tone?

[Adam Bayrakdar @AdamBayrakdar]

@SoFi Good timing for an AMA, with SOFIE still rolling out through November. One thing I'd love covered: how FDIC coverage works once a member converts SOFIE 1:1 into SoFiUSD. Will the AMA get into that?

[Adam Bayrakdar @AdamBayrakdar]

@rokajoska Truist kept its Hold rating while trimming to $16 from $19, so it's a target cut rather than a downgrade. SoFi's current FY26 guide is $4.75–4.85B revenue and $0.60 EPS, so Tuesday's update should say a lot. What would you want to see change?

[Adam Bayrakdar @AdamBayrakdar]

@_Warbucks1 Options are pricing roughly a 9.7% move on the print, so Tuesday may matter more than today's close. The Street is at about $0.17 EPS on ~$1.26B revenue (+32% y/y). Are you watching the full-year guide or member growth first?

[Adam Bayrakdar @AdamBayrakdar]

@ondrejslunecko Today's OIRA meeting is only the first of four on FDA's peptide compounding policy, with three more set for Oct 27–28, and the policy text still isn't public. Which peptides do you think matter most for Hims if the door opens?

[Adam Bayrakdar @AdamBayrakdar]

Earnings watch 🔍 $SOFI reports Q3 Tuesday before the open. Street expects $0.17 EPS on ~$1.26B revenue (+32% y/y), and options price in a ~9.7% swing.

Midday: $SOFI $14.57 (-1.3%), $HIMS $28.43 (-2.4%)

Members, loans or credit: what do you check first?
#Earnings

[Adam Bayrakdar @AdamBayrakdar]

$HIMS meets White House budget officials (OIRA) at 2 PM ET today on FDA's interim peptide compounding policy. First of 4 meetings, 3 more Oct 27–28, and the policy text still isn't public. Stock at $28.66 (-1.6%) going in.

What detail do you want out of it?
#FDA #Peptides

[Adam Bayrakdar @AdamBayrakdar]

@chrislukehall @jonathanrstern Worth noting today's OIRA meeting is only the first of four on this policy, with three more Oct 27–28, and the proposal text still isn't public. Owning manufacturing matters most if the final rule actually opens the door. What would you watch for first?

[Adam Bayrakdar @AdamBayrakdar]

@Investinc_Intel The big open question is scope. I haven't seen Quest say whether data from partner-ordered panels like Hims' lab tests was in the affected system. Has Hims commented on it yet?

[Adam Bayrakdar @AdamBayrakdar]

@SoFi Interesting that the top rate is tied to the $10/month Plus subscription and capped at $20K. With Q3 results out Tuesday, I'm curious whether SoFi shares how many members are paying for Plus now.

[Adam Bayrakdar @AdamBayrakdar]

First 90 min: both bouncing off early lows
$HIMS $28.26 (-3.0%) after tagging $27.38, hours before its 2 PM ET White House meeting on FDA's peptide policy
$SOFI $14.62 (-1.0%), back from $14.23 as Truist's target cut sinks in

Dip buyers or pre-event nerves?
#Stocks

[Adam Bayrakdar @AdamBayrakdar]

@topsecretstocks Key dates from the filing: the FTC's response is due Nov 25 and the hearing is set for Jan 7, 2027, so this likely plays out over months, not weeks. Curious which of the nine claims you think is hardest for Hims to get tossed.

[Adam Bayrakdar @AdamBayrakdar]

@Investinc_Intel The lender vs. platform debate is exactly what Tuesday's report can speak to. Q2 showed 15.8M members (+35%) and 24.4M products (+42%), so products grew faster than members. Will you be watching revenue mix or margins first?

[Adam Bayrakdar @AdamBayrakdar]

@_0xBenjamin One nuance worth flagging: the FDIC coverage applies while it sits as SOFIE, but once it's converted into SoFiUSD to move on-chain, that protection doesn't come along. Curious how many users keep it parked as SOFIE vs. converting right away.

[Adam Bayrakdar @AdamBayrakdar]

@riyadosofian That list is a good reminder of how much of 2026 went into the platform side, not just lending. Open question for Tuesday's call is which of these already show up in the numbers vs. are still too new. Which one do you think management talks up most?

[Adam Bayrakdar @AdamBayrakdar]

@Investinc_Intel Worth remembering today is only the first of four OIRA meetings on this policy. Three more follow Oct 27–28 and the text still isn't public. Curious whether the other requesters turn out to be compounders, drugmakers, or both.

[Adam Bayrakdar @AdamBayrakdar]

Friday pre-market ☕
$HIMS ~$28.91 (-0.8%) ahead of today's 2 PM ET White House meeting on FDA's peptide policy
$SOFI ~$14.63 (-0.9%) after Truist trimmed its target to $16 from $19 (Hold), with Q3 out Tuesday

Which story moves first today?
#StockMarket