NVIDIA's Record Guidance: Sustainable or Just Hype?
NVIDIA projects 70% revenue growth for the coming year with supply, not demand, as the bottleneck and rising hyperscaler capex
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Most coveredSoFi Technologies 13 →US stock market 2 →Amazon 2 →
NVIDIA projects 70% revenue growth for the coming year with supply, not demand, as the bottleneck and rising hyperscaler capex
November market turnaround followed by all-time highs next year
After the near-term drop, SoFi rallies with the market to all-time highs next year
Amazon mentioned as a strong long-term investment
Tesla mentioned as a strong long-term investment
Bearish outlook on the broad stock market with potential sentiment-driven sell-offs.
Bear case for SoFi: growth-stock pressure, sentiment-driven sell-offs, and interest rates weigh on the stock.
SoFi is poised for major growth and set to lead the fintech market; don't miss its rise.
Nu Holdings is the smarter investment with a bigger growth opportunity than SoFi.
Market has no idea what SoFi is about to do; product upgrade is an unpriced catalyst — bullish
Buying ServiceNow as the shock pick — expanding margins and sticky enterprise revenue
Buying AAPL as a safe haven with hidden AI upside
Buying META — the only company already making money from AI
Buying AMZN this month as an AI infrastructure play
Buying TSLA as an AI robotics company disguised as a car company
SoFi's pivot to fee-based revenue and medium-term EPS growth refutes the Muddy Waters short thesis
If interest rates stay high or rise in 2026, SoFi's net interest margin and P/E multiple compress, pressuring the stock (bull case depends on rate cuts that may not come).
Salesforce can deliver a 50% return as a compounding category leader.
CEO's $1M open-market buy at $17.88 is a strong bullish signal aligning with a $30 price target.
Robinhood could see short-term pressure amid rising volatility after breaking below its 300-day moving average.
Palantir could see short-term pressure amid rising volatility after breaking below its 300-day moving average.
SoFi could see short-term pressure as volatility increases; it has broken below its 300-day moving average.
Post-earnings price target derived from forward EPS and growth multiples; the bearish downside case misses the bigger picture.
SoFi has a math problem — the numbers don't support the narrative without flawless execution.
Oracle is a key beneficiary of the TikTok deal and the move supports the stock.
Institutions agreeing to $27.50 in the $1.5B deal is a bullish price signal.
Institutional profit-taking in SoFi is driving short-term downside price action.
SOFI is quietly setting up for a big move — crypto trading, bank charter, raised guidance and rising institutional ownership create a 'perfect storm' to the upside.