Stock Insights

Self-Assured, Assertive Investing Fanatic With A Scientific Background.

$SOFI, $HIMS, $NU, $DUOL, $TSLA, ...

[Stock Insights @MeAhren]

I am, in fact, I've got 15% of my portfolio in unleveraged $SOFI shares, plus another 10% on borrowed money.

That 15% is a long term hold, the other 10% is a swing trade. I have been holding those shares for a few months now, and i'm looking for ca. $25/share to exit.

[Moose @Brownmoose]

$SOFI Anyone crazy enough to hold SoFi for their earning tomorrow? 👀

[Stock Insights @MeAhren]

@Tim_Sweeney_TAR I think they will guide for 2 raises, since that's the consensus. I would also expect no raise in guidance, or a small one.

[Stock Insights @MeAhren]

I wouldn't mind this!

$SOFI

[Timothy Sweeney @Tim_Sweeney_TAR]

$sofi

My dream script for tomorrow.. not likely though

As we look at our balance sheet strength following another record quarter, I want to formally address our capital management strategy regarding our upcoming debt obligations. Given the exceptional health of our business, which is generating significant organic cash flow every single quarter, we are officially confirming that SoFi will retire our remaining 2026 convertible senior notes entirely with cash. In fact, because our cash balances and underlying deposit engine are robust, we are actively exploring options to settle these notes ahead of the October deadline at a slight discount which will boost EPS. By executing a clean cash retirement—without a new convert, we are completely removing any new dilution overhang, and directly maximizing our long-term Earnings Per Share (EPS) for our shareholders.

Furthermore, let me be entirely clear: we are no longer a cash-strapped fintech startup, and we will not allow our equity valuation to be weighed down by mechanical short-selling narratives.

To that end, our board and management team will be actively looking into an early, open-market buyback of a portion of our 2029 convertible notes. Taking advantage of the current undervalued stock price allows us to aggressively eliminate future debt and dilution risk at a deep discount by using the capped call gains to effectively lower the effective share price, which both will also boost future eps while simultaneously delivering a direct warning shot to short sellers. Anyone betting against SoFi's liquidity structure is fighting real, compounding cash generation, and we intend to use our capital to protect and enhance shareholder value.”

[Stock Insights @MeAhren]

The sentiment i see on $SOFI at the moment is at rock bottom.

Apparantly the earnings don't matter, because it is followed by the fed decision the same day.

However, if they keep performing, it doesn't matter, and the market will eventually recognize that.

[Stock Insights @MeAhren]

@MartinShkreli and your Fraudster friends, why can't y'all make some money the legal way?

$HIMS

[Stock Insights @MeAhren]

So $HIMS is down -14% because this degenerate shorted it...

[Martin Shkreli @MartinShkreli]

shorted $HIMS peptides are fake medicine
we have come far in the last 70 years of medicine, let's not go backwards please

[Stock Insights @MeAhren]

This is my only major concern for $TSLA atm.

[Stock Insights @MeAhren]

$TSLA Why is Tesla's fleet of robotaxis getting smaller???

No major accidents, good feedback from the community, ...

Please address this @elonmusk @robotaxi @Tesla

[Sawyer Merritt @SawyerMerritt]

Tesla reached 2.4 million paid cumulative robotaxi miles in Q2, up from ~1.7 million in Q1.

[Stock Insights @MeAhren]

@ColesTrades Looking at the fundamentals, $20 is WAY more reasonable than $15.

[Stock Insights @MeAhren]

🧐Some really interesting comments in the $TSLA Q2 Shareholder Deck!

"We also achieved record FSD attach rates in North America, with over 55% of new deliveries including FSD subscriptions"

"We are seeing elevated interest in our vehicles in markets with FSD approval"

[Stock Insights @MeAhren]

Can $NU hold $14/share today?

[Stock Insights @MeAhren]

$SOFI is having a really hard time holding $19.00/share.

[Stock Insights @MeAhren]

@MrBeast 40,988,864

[Stock Insights @MeAhren]

Are we also getting @WHOOP compatibility?

@wearehims @wearehers @AndrewDudum

[andrewdudum @AndrewDudum]

@realChewyFanboy @himshouse Coming soon!

[Stock Insights @MeAhren]

Was my timeline just a little bit too optimistic?

$HIMS

[Stock Insights @MeAhren]

So i'm going to try some TA (technical analysis) for once:

We are going to $37,2/share (19,82% from the previous top) by next friday (june 12th).

See you next week! $HIMS

[Stock Insights @MeAhren]

This is just the beginning for $SOFI, we're going to see >$25/share in 2026.

I'm still holding ~10% of my portfolio value in $SOFI on margin, average around $16.5/share!

[Conner C @connerinvests]

@Futurenvesting Noto bought the top at $18.05 lol!

[Stock Insights @MeAhren]

So $HIMS is up +9.5%, but not even at a weekly high...

[Stock Insights @MeAhren]

Welp...

[Stock Insights @MeAhren]

So i'm going to try some TA (technical analysis) for once:

We are going to $37,2/share (19,82% from the previous top) by next friday (june 12th).

See you next week! $HIMS

[Stock Insights @MeAhren]

@jeremymstamper Who sais it's because of sexism?

+ I don't know if these people are even happier, i would actually expect the opposite.

[Stock Insights @MeAhren]

@DudeWhoInvests $SOFI, $NU, $HIMS