The Finance Flow

22yo Equity Analyst, Founder, & Student @ Michigan Ross | Markets, News, Analysis, & More! | Not Financial Advice

[The Finance Flow @TheFinanceFlow]

@Alex70848763197 @NotA_Bull You’ve been claiming FCF and CapEx was the problem since the $200 levels. Jassy already came out and said that all of CapEx for 2026 is already covered in customer orders put in. We will see tho🤷‍♂️

[The Finance Flow @TheFinanceFlow]

I see a lot of talk about, “Is $SOFI a buy at $17 or $15?” etc. but zooming out, this stock is still down over 30% YTD and seems undervalued anywhere near today’s prices.

I believe $SOFI will be a $20+ stock in the next year or 2.

[The Finance Flow @TheFinanceFlow]

This past week market sell-off has made $AMZN a buy now for my portfolio. Buying Amazon today feels like buying an ETF with all the products and services they have.

Investors were concerned with the $200B in CapEx projected for this year, however Jassy said much of the 2026 AWS CapEx already has customer commitments for a substantial portion, and expects it to yield compelling operating margins and ROIC.

Are you buying $AMZN at these levels?

[The Finance Flow @TheFinanceFlow]

@CGInvesting10 DCA $SOFI through these dips, they'll be back!

[The Finance Flow @TheFinanceFlow]

@Investinc_Intel Needs a good recovery $SOFI

[The Finance Flow @TheFinanceFlow]

I see a lot of talk about, “Is $SOFI a buy at $17 or $15?” etc. but zooming out, this stock is still down over 30% YTD and seems undervalued anywhere near today’s prices.

I believe $SOFI will be a $20+ stock in the next year or 2.

[The Finance Flow @TheFinanceFlow]

@insiderinvests Wasn’t $HOOD already added last year?

[The Finance Flow @TheFinanceFlow]

Another rough start to the trading day for $SOFI

Is under $17/share a good time to buy in or are speculators and short traders holding the price down?

[The Finance Flow @TheFinanceFlow]

Agreed the larger companies have seen lower valuations than the dot com bubble and higher revenue.

My concern is with CapEx, and early stage companies. Nearly 60% of all VC capital went to AI startups this year and when a company like All Birds can just say the words “AI” and “data center” and have their stock jump 700% in a day, it’s concerning to me that this may be a bubble.

[The Finance Flow @TheFinanceFlow]

@QC_Capitals Still $SOFI

[The Finance Flow @TheFinanceFlow]

Amazon is down nearly 5% now this past month.

Feeling like this is a good buying opportunity especially with how they’ve positioned themselves with their moat of products and services.

It almost feels like buying an ETF. $AMZN

[The Finance Flow @TheFinanceFlow]

$SOFI having a rough day down around 5%.

Could be a dip buying opportunity.

[The Finance Flow @TheFinanceFlow]

@EFromeden @BenzyStocks @Gubloinvestor Although I still think SpaceX will have a successful IPO and have exposure via $NASA

[The Finance Flow @TheFinanceFlow]

@EFromeden @BenzyStocks @Gubloinvestor High valuation promises that turn out not to be. Similar to companies during the dot come bubble.

[The Finance Flow @TheFinanceFlow]

@AdmlDntz @Gubloinvestor I saw that companies concern around AI costs rose from around 33% to over 60% now. So not a bad hypothesis.

[The Finance Flow @TheFinanceFlow]

@BenzyStocks @Gubloinvestor Because I’m young doesn’t mean I can’t read and research the past?

[The Finance Flow @TheFinanceFlow]

Amazon is down nearly 5% now this past month.

Feeling like this is a good buying opportunity especially with how they’ve positioned themselves with their moat of products and services.

It almost feels like buying an ETF. $AMZN

[The Finance Flow @TheFinanceFlow]

@GrindeOptions Buying more today! $SOFI