sharkwow (💙,🧡) (L3,❄️)

L4KBJ4RZ

[sharkwow (💙,🧡) (L3,❄️) @cns_first]

@sunxliao $CPSH

[Shay Boloor @StockSavvyShay]

MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW

1. $MELI | MercadoLibre

MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market.

I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S.

2. $SOFI | SoFi

SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding.

My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members.

3. $META | Meta Platforms

Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up.

I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable.

The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.

[Adam Sedgwick @RoryJoeMoore]

SoFi Family,

I apologise in advance for the long post that follows, but I feel it is timely and I hope it helps some of you (myself included) during these testing times.

For all SoFi Shareholders and the faithful OG’s:

The hardest part of investing is not finding great businesses.

It’s having the emotional discipline to hold them while the market runs off chasing whatever shiny object currently dominates the narrative.

Right now, that narrative is AI.

Every second ticker symbol suddenly has “AI exposure”, “AI infrastructure”, or “AI-enabled” slapped onto the investor deck and the market is rewarding it accordingly. Meanwhile, SoFi sits in the mid-teens and people start questioning themselves:

“Did I back the wrong horse?”

“Should I just rotate into whatever is moving?”

“Maybe the market knows something I don’t?”

This is where conviction gets tested.

Not when your stock is euphorically ripping higher and everyone on FinTwit is posting rocket emojis.
Not when CNBC is calling your CEO a visionary every second day.
Not when your portfolio is glowing green and your IQ magically feels 30 points higher.

No. Conviction is tested in periods exactly like this.

And let’s be honest here:

What is fundamentally wrong with SoFi right now?

Revenue growth remains strong.

Member growth remains strong.

Product growth remains strong.

Deposits continue compounding.

Cross-buy continues improving.

Credit performance has remained disciplined.

Galileo and Technisys continue building long-term infrastructure value (don’t underestimate the value they bring internally)

Management continues to execute and, importantly, continues to build TRUST by meeting or exceeding the targets they lay out.

That matters.

One of the greatest edge(s) in investing is management credibility. Markets can ignore it temporarily, but over time, trust compounds.

Graham and Buffett often talked about the market being a voting machine in the short term and a weighing machine in the long term. Right now, the market is voting for narrative, momentum and AI exuberance. Eventually, it weighs earnings power, cash flow generation, execution and intrinsic value.

Peter Lynch warned repeatedly that people lose more money preparing for corrections (or chasing the next exciting thing) than in the corrections themselves. He also said the big money is not made in the buying or selling, but in the waiting.

Waiting is psychologically brutal when other stocks are exploding upward around you. Trust me. I know how it feels. Believe me.

Joel Greenblatt spoke about how value strategies often look “wrong” before they look incredibly right. Seth Klarman has written extensively about the discomfort required to outperform; because if your positions feel socially comfortable all the time, you’re probably just hugging consensus.

And that’s the key point.

If everyone already agreed SoFi was massively undervalued, it wouldn’t still be sitting at these levels.

The opportunity exists because the market remains distracted.

People need to ask themselves a simple question:

“Has the intrinsic value trajectory of the business deteriorated?”

Or…

“Has sentiment simply wandered elsewhere temporarily?”

Those are not the same thing.

Markets move in cycles. Narratives rotate. Capital rotates. Sentiment rotates.

But genuine compounding businesses with improving ecosystems, expanding margins, growing customer bases and trustworthy management teams eventually force the market to pay attention. When? Nobody knows! That’s the fundamental truth.

The irony is that many investors sell right before the payoff period arrives because they become exhausted from waiting.

Don’t let impatience destroy good due diligence. If @DataDInvesting THE “SoFi retail investor OG” says his conviction is even stronger now that he works on the “inside”, what does that tell you? Is that a red flag or a pretty significant hint?!

If your original thesis remains intact and management continues executing (as they always have done) then temporary stagnation in share price is not necessarily risk. The counterintuitive argument would be that it is opportunity. Sometimes it is simply the market handing patient investors additional time.

As Buffett said:

“The stock market is a device for transferring money from the impatient to the patient.”

Stay rational.

Stay objective.

(and most importantly):

Remain faithful to YOUR judgement

Best wishes, All ❤️

[sharkwow (💙,🧡) (L3,❄️) @cns_first]

@Alice_alicejung 🐰🐰🐰 กลับมาแล้ววว

[Lucas 🦇 @vlucasrocha]

a transição de gravidez pro nascimento mais legal que eu já vi

[Gublo @Gubloinvestor]

Next Friday will be $RBRK Day 💥

MARK MY WORDS

[Craft Gallery @5min__crafts]

Origami Bunny 🐰 🐇

[John Winyu @johnwinyu]

ใครขายเสียงขอให้ฉิบหาย ใครซื้อเสียงขอให้วิบัติทั้งครัวเรือน

[แม่กระต่ายพอพอ 🌼🌻 @ploypuanggg]

อนุทินแม่งอยากเป็นนายกแต่ไม่กล้าไปดีเบตสักเวที

[Manchester United @ManUtd]

🇧🇷🕺😄

[sharkwow (💙,🧡) (L3,❄️) @cns_first]

@Alice_alicejung ❤️❤️❤️

[和泉ユタカ @IzuYuta]

夜更け、猫がベッドに横になると10秒以内にウサが嬉々として登場する。

[sharkwow (💙,🧡) (L3,❄️) @cns_first]

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[sharkwow (💙,🧡) (L3,❄️) @cns_first]

@IForyoucrypto @solanamobile ขอบคุณมากๆครับ
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[FIRE อีก 12 ปีเกษียณ @retire2038]

1,000% แรกในชีวิต เจ้าหนู PLTR 🥺

[Shay Boloor @StockSavvyShay]

$TSLA DROPS NEW VIDEO SHOWING FULL SELF-DRIVING ON UK ROADS 👀

[R here @UvgtdERt4PWmcjF]

สงสารม้า ใช้เขาข่วยงานลากรถจนหมดแรง เอามาทิ้งบ่อขยะ

มีชายใจดี ไปช่วยเหลือพาไปบำบัดรักษาจนน้องหายดี มีชีวิตใหม่แล้วนะลูกดีใจด้วย

[sharkwow (💙,🧡) (L3,❄️) @cns_first]

@haneulnaaal 😍