@HenryInvests@Upstart Andrea spoke on the Q1 call about running a capital-efficient business - What are some of the improvements or changes that you think Upstart can make to become more capital efficient?
@MagnusSigurdss@paulxgu Yes I am expecting a better contribution margin and profitability in Q2. Hoping that going forward HELOC and Auto are no longer a drag.
@goddreng10 Definitely. Investors can start to get excited again with Paul now CEO. The results are immediate. That is why despite the pain of the long drawdown I still own a large position in $UPST.
$UPST $TTD
Upstart and Trade Desk are my two highest conviction calls for 2026.
Massive insider purchases for both. Absurdly low forward P/Es as the Street fails to recognize the explosive upside. High SI indicate contrarian bet
I see Upstart exceeding $90, TTD above $50
Upstart $UPST May Trustpilot #UTPI reviews hit 1,343, up 64.4% YoY and 19.5% MoM🛡️⚔️
May's Trustpilot Reviews per Day hit 43.3, up 64.4% YoY and 15.6% MoM, reaching a new all-time high. This comes in light of April UMI reaching 1.46, the highest level since August '25.
Upstart will publish May origination data this Wednesday (June 3), which will reconcile the relationship between Trustpilot reviews and Originations.
I remember when $HOOD started posting monthly metrics. It could move the stock.
The same could happen with $UPST if they post +$1.500M on Wednesday
I am positioned. Long $UPST.
Expect to see a big jump in the May originations report this week for $UPST. Trustpilot reviews up 21% month over month! The new era of Upstart is here and I'm excited for it.
Question for @Upstart@paulxgu has $UPST sold any large blocks of HELOC loans? Or is the R&D portion of HELOC in runoff and new origination being sold immediately to Bank partners and Institutional investors? @HenryInvests