$SOFI 🚨BREAKING NEWS 🚨
SOFI JUST REWROTE ITS ENTIRE VALUATION FOREVER🔥 LOOK CLOSELY!!!
They didn’t just launch SoFiUSD (SOFID) — the FIRST stablecoin from a nationally chartered, OCC-regulated U.S. bank — they flipped the script on Wall Street. 👀
Trading at a pathetic 2X book? Watch this rocket to 6X–10X book as they pivot HARD into high-margin, fee-based revenue from stablecoins + business banking. Growth is NO LONGER tied to tangible book — it’s exploding on 24/7 global payments, 15M app users, and institutional infrastructure that prints money on-chain.📈
The stablecoin wars are OVER. $SOFI is now the everything-app king of regulated crypto finance. This is the single biggest valuation catalyst in fintech history — parabolic doesn’t even begin to describe it #SOFI #SOFID
My favorite version of Noto is “it fucking bothers me a ton” Noto and “I don’t care what you call us” Noto.
Such little things have the power to fire up the entire $SOFI base and makes me want to add to my already irresponsibly large position.
🐎
I’m adding the TWO BEST BUYS in the market this Friday:
$SOFI: down >50% from ATHs
$HIMS: down >60% from ATHs
Both oversold growth stocks with fundamentals still intact.
Holy sh*t
$SoFi just made it's 3rd acquisition this year
They just acquired Peach
Peach is a cloud-native lending technology platform that helps fintechs and traditional financial institutions quickly launch new lending programs
Credit cards and business loans, let's go!
$2+ billion in active loans across 50+ lenders
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.
Simple truth:
$SOFI is executing at elite level.
14.7M members, $12.2B originations, $1.1B revenue, doubled profits.
The flywheel is real.
Drop a 🔥 if you’re long $SOFI
Q1 was a record quarter for helping our members borrow, save, spend, invest, and protect their money. Financial Services segment revenue grew 41%, showing the strength of our diversified business and solid execution. Brokerage fee revenue, which more than doubled over the past year, set a new record.