$SOFI flywheel in action: 43% of new products coming from existing members. 1.1 million new members added in Q1 alone.
This ecosystem is getting stickier by the quarter.
$PLTR delivered strong Q1 beat + raised full-year guidance.
Even after yesterday’s pullback to ~$136, commercial AI momentum remains elite.
Long-term setup very strong.
$SOFI at ~$16.02 this morning.
Q1: $1.1B adj revenue (+41%), $167 M net income (doubled), 14.7M members (+35%), record $12.2B originations. 10+ profitable quarters.
Dip still looking juicy.
Silver miner earnings scoreboard — Q1 2026:
Hecla Mining $HL:
Revenue: $411M. Up 100% year-over-year.
Net income: $165 M. Up 588% year-over-year. FCF: $144 M. A record.
Silver AISC: $8.17 per ounce.
Pan American Silver $PAAS:
Revenue: $1.15 billion. Up 49% year-over-year.
Gross profit: $721 M. Up 187% year-over-year.
Net income: $457 M. Up 171% year-over-year.
Cash balance: $1.8 billion. A record. Returning up to $1 billion to shareholders in 2026.
Silver sold for an average of $90+ per ounce in Q1.
Their cost to mine it: $8–$16 per ounce.
$HL $PAAS $SIL
$SOFI still trading ~$16.20 range.
Record everything in Q1. Guidance intact.
The post-earnings dip is looking more like a gift every day.
Conviction holders eating good.
What’s your target?
High-quality borrowers + diversified revenue streams. $SOFI Q1 originations hit $12.2B ALL-TIME HIGH across personal, student & home loans.
Not hype — execution. This fintech machine is just getting started.
Rule of 40 score: 72% for $SOFI. Adj EBITDA $340M (+62%). 10 profitable quarters in a row.
This isn’t a story anymore — $SOFI is scaling profitably and fast. Long-term believers winning.
$SOFI added 1.1 million new members in ONE quarter. 43% of new products from EXISTING members.
The flywheel isn’t spinning — it’s on fire.
Real moat forming right now.
Wall Street overreacted to unchanged guidance. $SOFI still delivered record revenue, record members, record lending. $16.20 zone feels like a fire sale for 41% growth + profitability.
Who’s loading up?
Wall Street sold $SOFI on unchanged guidance.
But facts: record revenue, doubled profits, record lending, record members.
Fundamentals crushed it.
This post-earnings dip looks like a sale.
Who’s buying? 👇
Rule of 40 score: 72% for $SOFI.
Adj EBITDA $340 M (+62%).
Margins expanding, 10 profitable quarters in a row.
$SOFI is scaling FAST and profitably.
The narrative is shifting.
$SOFI
Still well below where the record Q1 numbers say it should be.
Guidance unchanged + execution elite = classic buy-the-dip setup.
Conviction strong.
High-quality borrowers.
Diversified revenue (lending + tech platform + deposits).
$SOFI Q1 originations hit ALL-TIME HIGH $12.2B.
This isn’t a meme stock — it’s a real fintech machine.
Long-term setup is elite
$SOFI added 1.1 million NEW members in Q1 alone.
43% of new products came from EXISTING users.
The flywheel isn’t just spinning — it’s accelerating.
Real ecosystem building in real time.