davidreyes

@LexaHowell 😍 I love investing, philosophy, all things business/RE, and drugs: Long $PLTR $SOFI

[davidreyes @big_rey7]

You can cry, complain, bitch, manipulate and short all you want but $SOFI is going to $100 in the next 36 months

[davidreyes @big_rey7]

@Dusty_traders Poor outcome lol

[davidreyes @big_rey7]

Lets go bois

[davidreyes @big_rey7]

@insiderinvests Stock splits baby 😈

[Steven Fiorillo @stevenfiorillo]

It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!

[Anthony Noto @anthonynoto]

And so it begins. All those applying for a National Trust I will take the over that you will regret the day you became a National Trust Bank when the chair of the OCC is appointed by a Dem Executive Office... just saying.. checkout the fable of the frog in a pot of warming water

[Anthony Noto @anthonynoto]

@CoinDesk @CoinDesk check out SoFi USD

[davidreyes @big_rey7]

$SOFI

2nd strongest buy signal for those reading between the lines and willing to be patient

Another revenue generator has been built

[Tevis @FunOfInvesting]

$SOFI CEO on Tech Platform:

We mentioned in the prepared remarks that we have 13 new partners that have launched in Q1 2026 and generated revenue in Q1 2026 that were not generating revenue in 2025.

So that revenue will scale over time. It doesn't come instantly.

We also have a one partner in the quarter that had an existing installed base, and so that's contributing. We have another integration that will take place throughout the year with a large installed customer base which will generate revenue as well.

One of the things that may be hard for people to understand is the significant benefit that we have from owning the technology platform on our own innovation.

Obviously, the resources there are limited. We made a decision last year to build out crypto buy, sell, and hold, made the decision to launch SoFi USD Those products are launched, they'll start to generate revenue in 2026.

That would be incremental, but they definitely use resources that would otherwise be used for other other partners and other services.

[davidreyes @big_rey7]

$SOFI The flywheel is strong the thesis is strong

Claims that the tech platform disappointment is a reason for a stock re-rating is asinine, we never got a premium for that segment anyway. I expect it to do well going forward

Members added, 40% growth

The juggernaut marches on

[Alejandro Chavez @aletechview]

Now you tell me this $SOFI print deserves a 12% correction on top of an already existing 50% correction?

This is crazy, buying $SOFI here.

[Ray Myers @TheRayMyers]

$SOFI Lending is on fire 🔥

- Revenue $629M +53%
- Personal Loans $5.4B +35%
- Loan Platform $3B +90%
- Student Loans $2.6B +119%
- Home Loans $1.2B +134%

[davidreyes @big_rey7]

@FunOfInvesting $sofi is always conservative in their guide and we have one of the craziest environments we’ve ever had in the market/world

[davidreyes @big_rey7]

$SOFI

Actually love this.

There was a bottle neck in sales. So they’re changing the GTM strategy. This is the only part of the business that is lackluster and I think they right the ship there.

[Tevis @FunOfInvesting]

$SOFI seems to be rebranding the tech platform in 2026, sub-segmenting it out into smaller components.

Not much excitement around the tech platform. Numbers are by far the worst of any of their segments.

[davidreyes @big_rey7]

@GrindeOptions Cool, dude a fucking clown tho

[davidreyes @big_rey7]

@I_amMukhtar I know his heart was thumping flipping through those pages 😂😂😂

[davidreyes @big_rey7]

@InTheMoneyAdam It will. Eventually lol

Nice to see you back

[davidreyes @big_rey7]

You should also be buying a lot of $SOFI since you partnered with them. And they are incredibly undervalued right now :)

[Graham Stephan @GrahamStephan]

Last week's post about selling my entire real estate portfolio went viral with over 3M views. But a lot of people asked me: “If you’re exiting real estate, where is that money actually going?”

It’s a fair question. For over a decade, my identity as an investor was tied to real estate and rental properties. But this mindset that built my initial wealth isn't serving me in 2026. Between insurance costs doubling and the legal landscape becoming a nightmare, the math no longer works.

So, here is the mindset I’m using for the Great Rotation: I am prioritizing simplicity over prestige and complexity.

Stocks have always been the most consistent part of my portfolio. Now I'm doubling down on them. This is puzzling to some people who are building dry powder – after all, valuations in 2026 could be distorted due to AI hype. But from past experience, every time I’ve tried to be cautious and wait for a dip, I’ve regretted it. Consistency has always beaten timing, and trying to time the market has never worked.

I'm also changing the mix of stocks I hold. I’m allocating more into international and emerging markets as a hedge. I think these are undervalued given how much room there is for productivity gains and smartphone adoption as AI scales globally. Over the last year, my international stocks have outperformed the S&P500 and I think there's potentially more asymmetric upside there.

This wasn't an easy pivot to make, but this was a necessary course correction. I had to be honest with myself about what was actually working versus what I was familiar with.

I’ve just posted the complete, line-by-line breakdown of my new 2026 portfolio on Substack. I’m covering exactly how I’m allocating the real estate proceeds, my increased Bitcoin position, and even the collectibles that are keeping pace with the S&P 500. I'll drop the link in the comments.

[davidreyes @big_rey7]

$SOFI
$SPY
$HOOD

Remember narratives flip in an instant and before you know it, you’re wondering if it’s too late to get back in.

[davidreyes @big_rey7]

@iseelightnow Probably after earnings lol

[davidreyes @big_rey7]

@kylewhitegoat Another hair transplant since it will all have fallen out on the trip to $14 lol

[davidreyes @big_rey7]

Actually disgusting

I rarely talk politics since fintwit it mostly right leaning

But this man is evil and I rarely use that word

[Stew Peters @realstewpeters]

TRUMP: “The Iranians are animals. That’s why blowing up their bridges and power stations isn’t a war crime.”

I’m at loss for words.

[davidreyes @big_rey7]

@insiderinvests Lmao remind to never make you my enemy