@Ashton_1nvests@TheStockerMan Dude, all the best on the job hunt… get through the noise, you have high worth, and you need to fight like hell to find your kin. You will succeed. We’re here to help… I’ve been there. You’re too good not to overcome. Be nimble and be quick… stay humble.
Big News 🚨 Nugget 🥜 by $SOFI
Ibrahim Dusi joins $SOFI as Head of International 👀 👇
This is significant news for SoFi because it signals a serious, accelerated push into international markets with top-tier talent.
Ibrahim Dusi's Expertise 👇
Ibrahim Dusi brings ~25 years of high-caliber experience in consumer finance, lending, risk management, and global scaling:
• 10 years at Capital One ❗: senior roles in installment lending, credit cards, and retail banking, managing large portfolios and overhauling credit policies.
• 8+ years at Happy Money ❗ (fintech lender), as Chief Risk & Revenue Officer and COO, helping build and scale a unicorn.
• Several years at Revolut ❗, as Chief Risk Officer for Americas and Group Head of Retail Credit Risk. He helped scale Revolut to 40M+ customers across 40+ markets, launched credit products on multiple continents, supported entries into Mexico/Brazil/Colombia/India, and contributed to U.S. banking charter efforts.
Why this matters for SoFi right now 👇
SoFi has been U.S.-centric but has been laying groundwork for global expansion:
• Technisys acquisition (core banking platform strong in Latin America) + other tech assets provide the infrastructure for international products.
• Recent mentions of expanding SoFi Pay (remittances/money movement), leveraging existing footprints in Latin America/Europe/Asia, and broader international strategy.
👉 Dusi's role as Head of International (reporting into the leadership team to CEO Anthony Noto) positions him to define strategy, enter new markets, build trust locally, and scale lending/banking products where access/transparency gaps exist.
My take 👇
This hire de-risks and accelerates international growth, a key long-term upside for SoFi investors. SoFi is already growing fast domestically (record members/loans, path to sustained profitability), but global expansion could meaningfully expand the TAM (total addressable market) beyond the U.S. consumer finance space. It's the kind of move that bolsters credibility with investors, partners, and regulators for cross-border ambitions.
In short 👉 SoFi is hiring an international scaler from Revolut/Capital One at a time when it's ready to go beyond the U.S. This is a strategic signal of ambition and execution capability. Markets often reward such talent additions in growth stories, especially for a company like SoFi that's been building toward this.
Long $SOFI
$SOFI
Most $SOFI investors don't know the Loan Platform Business exists.
That's why the stock is mispriced.
Here's what it is and why it matters:
Instead of using its own capital to make loans, SoFi originates loans FOR large institutional partners and earns a fee. Zero balance sheet risk. Pure margin.
Think Airbnb,You don't need to own the hotel. You own the platform.
In Q1 2026, the Lending segment hit $629M revenue (+53% YoY), with the LPB contributing $3B in originations in a single quarter.
Management's stated goal: grow the LPB into a $1B+ standalone business.
When that gets priced in — and it will — the multiple on this stock changes materially.
(Not financial advice.)
- Does Bitcoin and Ethereum need to perform well in order for SoFiUSD to succeed?
NO, not at all
- $SoFi SoFiUSD is a stablecoin - 1:1 backed by USD cash in SoFi Bank, fully regulated, redeemable at $1.
It’s built for real utility: fast payments, remittances, on-chain settlements, and easy use inside SoFi’s 15M+ user app. Not another speculative token.
Bull markets can boost volume (more trading liquidity), but SoFiUSD wins through adoption, trust, and partnerships (like Mastercard) even in flat or bear markets.
A better digital dollar rail, not a bet on crypto prices.
Would you believe me if I said this stock is down 43% over the last 6 months?
$SOFI revenue is up from $985M in 2021 to $3.61B in 2025.
Members keep climbing.
Revenue keeps scaling.
To All My $SOFI Brethren! If you have been in this stock longer than a couple of years, you know what is happening. To all ye newbies, this is what separates the chaff from the wheat 🌾. $SOFI is not a meme stock, it is not a dying company, and it is not even much of a swing trade.
However, $SOFI is an out of favor company as it’s grouped with the bunch of $IGV + a dash of $XLF.
Yet, the company is growing and expanding like an unchecked Ebola Virus 🦠.
Yes the GROWTH company has diluted share count, but the company has acquired more DEEPLY DISCOUNTED tech companies, launched a stable coin that is partnered with $MA, and acquired 3 new businesses to support the cause at deeply discounted rates. (Aka. GFC prices).
@anthonynoto has been on a buying spree of his own stock despite being awarded performance based stock compensation. He’s clearly stated his view on the undervaluation of his company. Wallstreet may be hearing his calls as institutional ownership is reaching all time highs.
$MA has partnered with $SOFI on number of fronts. SOFI/USD stable coin… and more.
$AMD was last year where $SOFI is this year sans scale of market cap.
$AMD was able to be purchased at in the $70 - $80 range in 04/2025
I only compare $AMD to $SOFI because the are both tech, and high growth. However, not in the same sector. Yet the discount seems to parallel their respective fields.
While I’m not looking for a 5-7x growth in share price for a financial company performing in line with a pure tech company in the same way $AMD has, $SOFI at these valuations with the amount of irons in the fire they have, is not a company I would be shorting at these valuations.
Godspeed the shorts. 🩳
Praise be to the $SOFI team… but please cease further diluting until we see meaningful growth in your tech platform (despite the $CHYM contract loss) .
Many Cheers…
A Single Growth Investor 🥂
Much Love,
Ian