#  @Frugalbuck Eddie Eddie posts on X about $bmnr, $sofi, $lc, $eth the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1461823706318000128/interactions)  - [--] Week [-----] -72% - [--] Month [------] +19% - [--] Months [-------] +345% - [--] Year [-------] -64% ### Mentions: [--] [#](/creator/twitter::1461823706318000128/posts_active)  - [--] Week [--] +114% - [--] Month [--] +72% - [--] Months [---] +116% - [--] Year [---] -38% ### Followers: [-----] [#](/creator/twitter::1461823706318000128/followers)  - [--] Week [-----] +0.10% - [--] Month [-----] +0.61% - [--] Months [-----] +3.50% - [--] Year [-----] +6.10% ### CreatorRank: [-------] [#](/creator/twitter::1461823706318000128/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 74% [finance](/list/finance) 32% [cryptocurrencies](/list/cryptocurrencies) 21% [currencies](/list/currencies) 2% [technology brands](/list/technology-brands) 1% **Social topic influence** [$bmnr](/topic/$bmnr) #35, [$sofi](/topic/$sofi) #64, [$lc](/topic/$lc) #2, [$eth](/topic/$eth) #1576, [lee](/topic/lee) 12%, [$upst](/topic/$upst) #23, [$vg](/topic/$vg) 7%, [in the](/topic/in-the) 6%, [crypto](/topic/crypto) 5%, [at least](/topic/at-least) 5% **Top accounts mentioned or mentioned by** [@deemahdee1](/creator/undefined) [@timsweeneytar](/creator/undefined) [@fundstrat](/creator/undefined) [@tim_sweeney_tar](/creator/undefined) [@mrbeast](/creator/undefined) [@goddreng10](/creator/undefined) [@anthonynoto](/creator/undefined) [@winnerinvestor](/creator/undefined) [@phtwi94663](/creator/undefined) [@financeintell](/creator/undefined) [@eofarmer](/creator/undefined) [@mattmala](/creator/undefined) [@nysurfsf](/creator/undefined) [@henryinvests](/creator/undefined) [@crawlingtrds](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@tigster92](/creator/undefined) [@tgid1575](/creator/undefined) [@bradlog54765576](/creator/undefined) [@ghtheprophet](/creator/undefined) **Top assets mentioned** [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [RAI Finance (SOFI)](/topic/$sofi) [Ethereum (ETH)](/topic/$eth) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Venture Global, Inc (VG)](/topic/$vg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Litentry (LIT)](/topic/$lit) [Bitcoin (BTC)](/topic/bitcoin) [Boeing Co (BA)](/topic/$ba) [Strategy (MSTR)](/topic/$mstr) [Netflix Inc (NFLX)](/topic/$nflx) [2131KOBUSHIDE (21)](/topic/$21) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) ### Top Social Posts Top posts by engagements in the last [--] hours "$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant" [X Link](https://x.com/Frugalbuck/status/2019176324137734280) 2026-02-04T22:28Z [----] followers, [----] engagements "$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026" [X Link](https://x.com/Frugalbuck/status/2017315292607840544) 2026-01-30T19:13Z [----] followers, [----] engagements "Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9" [X Link](https://x.com/Frugalbuck/status/2018350818135867661) 2026-02-02T15:48Z [----] followers, [---] engagements "I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise" [X Link](https://x.com/Frugalbuck/status/2018746494845899174) 2026-02-03T18:00Z [----] followers, [----] engagements "$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I" [X Link](https://x.com/Frugalbuck/status/2019091371454542189) 2026-02-04T16:51Z [----] followers, [----] engagements "Question: Are we still mad $SoFi did an equity raise at $27.50 or nah" [X Link](https://x.com/Frugalbuck/status/2019104854334120330) 2026-02-04T17:44Z [----] followers, 13.3K engagements "I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal" [X Link](https://x.com/Frugalbuck/status/2019444233770336267) 2026-02-05T16:13Z [----] followers, [---] engagements "Bought more $SoFi" [X Link](https://x.com/Frugalbuck/status/2019454703210213741) 2026-02-05T16:54Z [----] followers, [----] engagements "Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a" [X Link](https://x.com/Frugalbuck/status/2019458247485161741) 2026-02-05T17:09Z [----] followers, [---] engagements "Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice" [X Link](https://x.com/Frugalbuck/status/2019801726099103902) 2026-02-06T15:53Z [----] followers, [---] engagements "$VG has been saving my portfolio bacon in this downturn" [X Link](https://x.com/Frugalbuck/status/2014126421916946905) 2026-01-22T00:02Z [----] followers, [---] engagements "@finance_intell The good news is assuming Im right if I buy at a PE of [--] and expect the PE to hold my CAGR in the purchases should be at least the CAGR of $SoFi EPS 38-42% per guidance (probably sandbagged)" [X Link](https://x.com/Frugalbuck/status/2019094327478350047) 2026-02-04T17:02Z [----] followers, [---] engagements "@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi" [X Link](https://x.com/Frugalbuck/status/2019181634390823202) 2026-02-04T22:49Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @EO_Farmer Their guidance included mid teens tax rate during the earnings call commentary if you are right that means EPS will be higher than guided" [X Link](https://x.com/Frugalbuck/status/2019208161576788000) 2026-02-05T00:35Z [----] followers, [--] engagements "@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50" [X Link](https://x.com/Frugalbuck/status/2019444514201485448) 2026-02-05T16:14Z [----] followers, [--] engagements "@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong" [X Link](https://x.com/Frugalbuck/status/2019477865604214991) 2026-02-05T18:26Z [----] followers, [--] engagements "@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy" [X Link](https://x.com/Frugalbuck/status/2019856544112996603) 2026-02-06T19:31Z [----] followers, [--] engagements "@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY" [X Link](https://x.com/Frugalbuck/status/2020000199117259255) 2026-02-07T05:02Z [----] followers, [---] engagements "@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market" [X Link](https://x.com/Frugalbuck/status/2020948049154236788) 2026-02-09T19:48Z [----] followers, [---] engagements "@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways" [X Link](https://x.com/Frugalbuck/status/2020950674486522323) 2026-02-09T19:59Z [----] followers, [---] engagements "@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge" [X Link](https://x.com/Frugalbuck/status/2021003655420465639) 2026-02-09T23:29Z [----] followers, [----] engagements "@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards" [X Link](https://x.com/Frugalbuck/status/2021040019847389435) 2026-02-10T01:54Z [----] followers, [---] engagements "$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA" [X Link](https://x.com/Frugalbuck/status/2018758846819500331) 2026-02-03T18:49Z [----] followers, [---] engagements "I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi" [X Link](https://x.com/Frugalbuck/status/2019803363962208741) 2026-02-06T16:00Z [----] followers, [----] engagements "My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the" [X Link](https://x.com/Frugalbuck/status/2019837376957411644) 2026-02-06T18:15Z [----] followers, [---] engagements "I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/Frugalbuck/status/2022016161547006245) 2026-02-12T18:33Z [----] followers, [----] engagements "Use whatever metrics you want Palantir is expensive based on TTM data I think $PLTR will prove cheap base on price action this year. Metrics will still look expensive Will touch $50 before YE IMO Bookmark it no one agrees NFA" [X Link](https://x.com/Frugalbuck/status/1745847248754540656) 2024-01-12T16:36Z [----] followers, [----] engagements "I knew I had seen this before $PLTR cannot sell their product to $BA due to their agreement with Airbus. Sorry I couldnt make the text bigger" [X Link](https://x.com/Frugalbuck/status/1745854754058895735) 2024-01-12T17:06Z [----] followers, 12K engagements "$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking" [X Link](https://x.com/Frugalbuck/status/1763079356258369574) 2024-02-29T05:50Z [----] followers, 13.6K engagements "Lets put this in perspective $SOFI full year high end revenue guidance is $2430m Q1 revenue was $581m x [--] = $2324m run rate We are expected to believe $SOFI will only get $2430m full year revenue Not a chance. Either I am *very* wrong or guidance is *very* wrong. $SOFI [----] revenue guidance: $2430m - Q1 results $581m = $1849m [----] revenue: $2074m - Q1 [----] revenue $460m= $1614m YOY growth: $1849-$1614 = $235m growth/1614= 14.7% revenue growth for the remainder of [----] Deceleration projected = stock falls $SOFI [----] revenue guidance: $2430m - Q1 results $581m = $1849m [----] revenue: $2074m - Q1" [X Link](https://x.com/Frugalbuck/status/1784999001085108681) 2024-04-29T17:31Z [----] followers, [----] engagements "$LC earnings report was actually pretty good Looking forward to Q2 and Q3 I think the market doesnt like the earnings Miss but that was a one time on paper reserves/fair value issue re uncertainty. EPS would have been $0.17 without it Origination guidance is way up" [X Link](https://x.com/Frugalbuck/status/1917629754355900873) 2025-04-30T17:18Z [----] followers, [---] engagements "@TGID1575 @goddreng10 With $SOFI and $UPST they account for their loans differently than $LC $SOFI and $UPST you see revenue go up in the same quarter that the loans are originated With $LC you see revenue go up as they actually collect interest on the loans over time" [X Link](https://x.com/Frugalbuck/status/1917637741900357866) 2025-04-30T17:50Z [----] followers, [---] engagements "Looks like $LC might be at the start of a re-rating - I expect $20 by Q3 earnings release currently $16 Rate cuts=greater profitability for fintechs like $LC $SoFI $UPST $LC had its first golden cross since [----] this week $LC had a significant acceleration in EPS growth Q2 $LC had blowout Q2 earnings Analyst estimates for [----] EPS were $0.64 in July Today analyst estimates for [----] EPS are $1.03 Pricing $LC on expected [----] EPS $LC closed at $13.11 on 7/29 EPS estimates of $0.64 = [--] PE $LC today $15.50 EPS estimates of $1.03 = [--] PE $LC had blowout Q2 earnings Analyst estimates for [----] EPS" [X Link](https://x.com/Frugalbuck/status/1958900999311302952) 2025-08-22T14:36Z [----] followers, [---] engagements "$LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was 230ish [--] weeks ago it was 180ish now its [---] Could be bullish or it could be they are getting a higher percentage of borrowers to respond Earnings in after hours today" [X Link](https://x.com/Frugalbuck/status/1981034245251543187) 2025-10-22T16:25Z [----] followers, [----] engagements "From [---] to [---] reviews over [--] days What in the world is happening over at $LC The high earlier this year was around 230ish Investor day Nov 5th This stock should be $24 today IMO based on Q3 earnings $LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was 230ish [--] weeks ago it was 180ish now its [---] Could be bullish or it could be they are getting a higher percentage of borrowers to respond Earnings in after hours today https://t.co/qsDXSrDWxQ $LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was" [X Link](https://x.com/Frugalbuck/status/1982874660611256790) 2025-10-27T18:18Z [----] followers, [---] engagements "$Sofi $BMNR Noto says their stable coin will be built on $Ethereum but accessible to other relevant chains https://youtu.be/Sl5xbtAZatksi=AegMN76N7bli8Toc https://youtu.be/Sl5xbtAZatksi=AegMN76N7bli8Toc" [X Link](https://x.com/Frugalbuck/status/2001311855151849814) 2025-12-17T15:21Z [----] followers, [---] engagements "At 10:45ish" [X Link](https://x.com/Frugalbuck/status/2001312055677379064) 2025-12-17T15:22Z [----] followers, [---] engagements "$SOFI $UPST and $LC will have a great year in 2026" [X Link](https://x.com/Frugalbuck/status/2006109322841915554) 2025-12-30T21:05Z [----] followers, [----] engagements "@Tim_Sweeney_TAR @BradLog54765576 @Tim_Sweeney_TAR are you saying analysts will project $1.20 [----] EPS thus the forward PE will be [--] or $60 - or are you saying that the market will anticipate $1.20 in [----] regardless of analyst expectations and price it as such" [X Link](https://x.com/Frugalbuck/status/2006786248741105739) 2026-01-01T17:55Z [----] followers, [---] engagements "@Nysurfsf I have had an $UPST thesis a long time that their operating leverage is huge and once they decide to step on the gas EPS goes to the moon Based on management comments here on X I think [----] is the year Last earnings EPS $0.23 I think EPS will be above $2 in 2026" [X Link](https://x.com/Frugalbuck/status/2007151023073402881) 2026-01-02T18:04Z [----] followers, [----] engagements "@Nysurfsf TLDR I think $UPST is trading under [--] [----] PE I think it is very possible it will be trading at [---] TTM PE early [----] or over $200/share" [X Link](https://x.com/Frugalbuck/status/2007151679721099682) 2026-01-02T18:07Z [----] followers, [----] engagements "@GhTheProphet Fully diluted GAAP $0.23" [X Link](https://x.com/Frugalbuck/status/2007154028820811930) 2026-01-02T18:16Z [----] followers, [---] engagements "I have seen CEOs trouble shoot specific problems occasionally on X I have never seen a CEO invite/clarify concerns in an open ended public fashion 👑 @anthonynoto $SoFi @MarkSylaj01 what is your concern @MarkSylaj01 what is your concern" [X Link](https://x.com/Frugalbuck/status/2008256852459745390) 2026-01-05T19:18Z [----] followers, [---] engagements "@deemahdee1 Not his fault - its based on $ETH This will be like $MSTR where it performs amazing every once in awhile with huge drawdowns IMO" [X Link](https://x.com/Frugalbuck/status/2009072380665319557) 2026-01-08T01:19Z [----] followers, [---] engagements "$SoFi EPS of [----] TTM = PE [--] I called for a PE of [---] long ago Price action going forward will be based on how the market perceives the balance of EPS growth rate and the durability of growth-not calling for it but [---] PE is possible I believe $SoFi is the $NFLX of banking $SOFI stock should start moving much higher due to this guidance I think $SOFI hits at least $0.15 EPS in [----] $SOFI projects $0.55-$0.80 EPS in [----] (probably sandbagged) Napkin math $0.15 [----] $0.30 [----] $0.60 [----] EPS growing 100%; meaning PE should be [---] for a PEG of [--] https://t.co/YXw2eW7n19 $SOFI stock should start" [X Link](https://x.com/Frugalbuck/status/2009082576565400037) 2026-01-08T01:59Z [----] followers, [----] engagements "@deemahdee1 My personal plan with $BMNR is to check in quarterly and rebalance only when it is 10% of the portfolio or 5% I may occasionally go heavier than 10% only as a short term tactical trade if the price has crashed crazy low" [X Link](https://x.com/Frugalbuck/status/2009083612168425903) 2026-01-08T02:03Z [----] followers, [---] engagements "I still believe $LC should be worth $24 today likely over $30 before year end It just keeps chugging along $LC with the highest weekly close since early [----] $LC had the highest monthly close since early [----] in November Pretty clear it is breaking out I think it should be worth $24 today and likely $30+ in [----] (remains to be seen) https://t.co/j3GcCTfAUO $LC with the highest weekly close since early [----] $LC had the highest monthly close since early [----] in November Pretty clear it is breaking out I think it should be worth $24 today and likely $30+ in [----] (remains to be seen)" [X Link](https://x.com/Frugalbuck/status/2009303036103999956) 2026-01-08T16:35Z [----] followers, [---] engagements "@deemahdee1 Worth adding above is the $BMNR base case - its very possible that the secular bull $ETH story occurs which is why Im invested Small % but if it works it will make a big difference" [X Link](https://x.com/Frugalbuck/status/2009310292296048910) 2026-01-08T17:04Z [----] followers, [---] engagements "Just voted in favor of $BMNR share count increase request Tom Lee @fundstrat has earned my trust and the flexibility that comes with these shares" [X Link](https://x.com/Frugalbuck/status/2009313763967815808) 2026-01-08T17:18Z [----] followers, [---] engagements "$LC at $21 as was foretold @goddreng10 Doesnt matter Algos can do whatever they want This thing is blasting off over Q4 Conservative target of $21 IMO $LC Resistance has been $18-$19 since [----] @goddreng10 Doesnt matter Algos can do whatever they want This thing is blasting off over Q4 Conservative target of $21 IMO $LC Resistance has been $18-$19 since 2024" [X Link](https://x.com/Frugalbuck/status/2009322898125934698) 2026-01-08T17:54Z [----] followers, [---] engagements "New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends" [X Link](https://x.com/Frugalbuck/status/2009345130810180011) 2026-01-08T19:23Z [----] followers, [----] engagements "Gotta say I disagree here I would expect credit cards to be removed from the market basically over night Personal loan and HELOC demand would BOOM 💥 $SOFI President Trump just announced a 10% cap on credit card interest rates for one year effective January 20th. The largest reason SoFi sees a consumer take out a personal loan (their flagship product) is to consolidate HIGH-interest credit card loans. If the loan rates come https://t.co/0q3MDwEUb5 $SOFI President Trump just announced a 10% cap on credit card interest rates for one year effective January 20th. The largest reason SoFi sees a" [X Link](https://x.com/Frugalbuck/status/2009848601095352537) 2026-01-10T04:43Z [----] followers, [----] engagements "@mehtasdeepak Thats a fair point I was specifically talking about the business but it could cause a big crash in the stock price" [X Link](https://x.com/Frugalbuck/status/2010015528417665240) 2026-01-10T15:47Z [----] followers, [--] engagements "$ETH looking like it wants to turn upward again $BMNR" [X Link](https://x.com/Frugalbuck/status/2010031822349148399) 2026-01-10T16:51Z [----] followers, [---] engagements "Bought more $SoFi shares today Bought back some CCs I sold on $SoFi and $BMNR that expired mid February With the BMNR vote occurring I think there is a decent chance at some crazy upside With $SoFi earnings occurring I also think there is a decent chance at crazy upside" [X Link](https://x.com/Frugalbuck/status/2010798825246769429) 2026-01-12T19:39Z [----] followers, [----] engagements "May go heavier into $VG getting more conviction this is going higher New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends" [X Link](https://x.com/Frugalbuck/status/2010822824999465321) 2026-01-12T21:14Z [----] followers, [---] engagements "$VG New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends" [X Link](https://x.com/Frugalbuck/status/2011145007483535639) 2026-01-13T18:35Z [----] followers, [----] engagements "@HenryInvests Have you looked in $VG A new position in my portfolio" [X Link](https://x.com/Frugalbuck/status/2011478870520967632) 2026-01-14T16:41Z [----] followers, [---] engagements "Decided to increase my position in $BMNR quite a bit. looks like its ready to breakout and the vote is tomorrow. Unsure how long I will hold these new shares but will of course continue to hold my core position regardless. Tom Lee teasing new products 🚨 TOM LEE: BITMINE IS ENTERING A NEW PHASE From a recent interview Tom Lee revealed: 🔹 BitMine is not just a passive crypto holder 🔹 A series of new products and strategic initiatives are rolling out 🔹 Major details will be revealed at the upcoming shareholder meeting https://t.co/cj042oK1Ek 🚨 TOM LEE: BITMINE IS ENTERING A NEW PHASE From a" [X Link](https://x.com/Frugalbuck/status/2011514824652698105) 2026-01-14T19:04Z [----] followers, [---] engagements "@WinnerInvestor @anthonynoto Every $SoFi earnings is the best ever 🫡" [X Link](https://x.com/Frugalbuck/status/2011543611801026573) 2026-01-14T20:59Z [----] followers, [---] engagements "Vitalik and Sam Altman will be speaking at the $BMNR annual meeting tomorrow Tom Lee has previously said AI will need $ETH - I loaded more BMNR once I heard Altman would be there" [X Link](https://x.com/Frugalbuck/status/2011582255786049727) 2026-01-14T23:32Z [----] followers, [----] engagements "@deemahdee1 Me too Hoping its more clarification on 4:01 (very brief here) He has done other interviews with slightly more info https://youtu.be/4Ga6GcMl3_csi=-ad2H9VlyiJQHRSI https://youtu.be/4Ga6GcMl3_csi=-ad2H9VlyiJQHRSI" [X Link](https://x.com/Frugalbuck/status/2011606068112285841) 2026-01-15T01:07Z [----] followers, [--] engagements "Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1 https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1" [X Link](https://x.com/Frugalbuck/status/2011835830189408472) 2026-01-15T16:20Z [----] followers, [----] engagements "Rethink the thesis in a positive way* $BMNR" [X Link](https://x.com/Frugalbuck/status/2011836344813961325) 2026-01-15T16:22Z [----] followers, [---] engagements "I was thinking of $BMNR as a DAT/trading vehicle- I am now thinking of it as a holding company in the crypto space. Much more optionality with deep pockets Ability to accelerate crypto adoption through investment In house products This is a company similar to $BRK.b Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is" [X Link](https://x.com/Frugalbuck/status/2011838157172412679) 2026-01-15T16:29Z [----] followers, [---] engagements "@SteveUrkelDude I think this is genius- the pivot is to a holding company - $BMNR can raise hundreds of millions in days and use that money to accelerate adoption of $ETH I have seen the light 💡" [X Link](https://x.com/Frugalbuck/status/2011842010769150095) 2026-01-15T16:44Z [----] followers, [---] engagements "@TJTheWheelDeal The deal doesnt close for a few days - I imagine $BMNR had an out if their vote didnt go through so I agree with you" [X Link](https://x.com/Frugalbuck/status/2011847745188086021) 2026-01-15T17:07Z [----] followers, [---] engagements "Waiting for sentiment to flip bullish on the $BMNR @MrBeast investment as soon as $BMNR stock flips green Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with" [X Link](https://x.com/Frugalbuck/status/2011860566995058879) 2026-01-15T17:58Z [----] followers, [---] engagements "If $BMNR announces a dividend for all their staked $ETH thats over $1/share at current prices I hope they dont do that I would rather see them increase the dividend over time than just do 100% of stake rewards and have volatility" [X Link](https://x.com/Frugalbuck/status/2011863923507802544) 2026-01-15T18:11Z [----] followers, [---] engagements "$BMNR take: 1) I fully support the @MrBeast investment 2) I am confused by the app. I hope its not just a glorified IR/YT page In @fundstrat I trust" [X Link](https://x.com/Frugalbuck/status/2011952405186036026) 2026-01-16T00:03Z [----] followers, [---] engagements "Im seeing calls for $BMNR to crash and I dont get it. I dont think it will happen. I think for $BMNR to go much lower $ETH would have to crash Also I want to point out the investor meeting did let me down - I was expecting it to be better. OTOH they only have [--] staff 🤷♂" [X Link](https://x.com/Frugalbuck/status/2012023486450188302) 2026-01-16T04:45Z [----] followers, [---] engagements "Sounds like Tom Lee @fundstrat not only anticipates doing deals with @MrBeast but also expects @MrBeast to be a steward for accelerated $ETH adoption" [X Link](https://x.com/Frugalbuck/status/2012213620994699602) 2026-01-16T17:21Z [----] followers, [---] engagements "$VG is a beast $VG https://t.co/yaKu8jGHc6 $VG https://t.co/yaKu8jGHc6" [X Link](https://x.com/Frugalbuck/status/2012218714385436845) 2026-01-16T17:41Z [----] followers, [---] engagements "This is super cool Incentivize $SoFi plus with some kind of cool trip or experience at least once quarterly love to see it Have the winners do some marketing content Great idea @anthonynoto Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with $1000+ in annual value with qualifying activities. You could unlock two tickets to catch all the action Friday to Sunday plus an exclusive invite-only event. https://t.co/nJ145ZJUu9 Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with" [X Link](https://x.com/Frugalbuck/status/2012235523549540828) 2026-01-16T18:48Z [----] followers, [----] engagements "Im hypothesizing here: Why cant a company like $BMNR extend their strategy to private investments Say they trade for a premium of 20% (they dont but just go with it) Then they sell shares Then they use the cash to buy spaceX for example basically at a 20% discount" [X Link](https://x.com/Frugalbuck/status/2012258636362568055) 2026-01-16T20:20Z [----] followers, [---] engagements "@deemahdee1 The premium would only exist if it outperforms I would think that would be pretty easy given the discount But the whole thing falls apart if it doesnt trade at a premium or they dont outperform which causes it to not trade at a premium" [X Link](https://x.com/Frugalbuck/status/2012361463545938035) 2026-01-17T03:08Z [----] followers, [--] engagements "Missed this assuming others did as well Did Tom Lee say lighter could work with $BMNR to tokenize products $BMNR will be doing the tokenizing Could this be what the app is for This could be BIG" [X Link](https://x.com/Frugalbuck/status/2012386627159826614) 2026-01-17T04:48Z [----] followers, [----] engagements "Tom Lee @fundstrat at the $BMNR annual meeting kept saying he had $700m to invest by my accounting he is somewhere around $260m invested meaning he has over $300m left What will be the next moonshot 🌙" [X Link](https://x.com/Frugalbuck/status/2012412467238797559) 2026-01-17T06:31Z [----] followers, [---] engagements "Bought a completely speculative position in the crypto $LIT yesterday based on the interview at $BMNR shareholder meeting This is due to them saying they have an announcement with $HOOD within the next couple of weeks This could go to $0 easily" [X Link](https://x.com/Frugalbuck/status/2012557610579529760) 2026-01-17T16:08Z [----] followers, [---] engagements "Would love to have a theoretical discussion re $BMNR about a concern I have The concern: $BMNR should only trade at a premium to mNAV if you believe they will be able to deliver incremental value going forward Where does the value come from when they are done accumulating $ETH" [X Link](https://x.com/Frugalbuck/status/2013018628052996259) 2026-01-18T22:40Z [----] followers, [---] engagements "@deemahdee1 I agree on the problem - they thought this would take years and so they would get a premium for years and since they have done such a good job if they want to maintain a premium they will have to pivot. I will probably stay either way but I hope/think there is more to come" [X Link](https://x.com/Frugalbuck/status/2013099027336945826) 2026-01-19T03:59Z [----] followers, [--] engagements "@deemahdee1 One last thing that is kinda cool re $BMNR if $ETH triples the yield will too - that doesnt happen with other stocks/revenue" [X Link](https://x.com/Frugalbuck/status/2013112106472570947) 2026-01-19T04:51Z [----] followers, [---] engagements "Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR" [X Link](https://x.com/Frugalbuck/status/2013349426614698208) 2026-01-19T20:34Z [----] followers, [---] engagements "$BMNR series of clips from annual shareholder meeting Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b" [X Link](https://x.com/Frugalbuck/status/2013349809344696454) 2026-01-19T20:36Z [----] followers, [---] engagements "Tom Lee: if we were only 1% of ETH would we be the liquidity backstop for a lot of potential exchanges Probably not. (Paraphrased) There was a messaging we didnt catch at the shareholders meeting. They are working behind the scenes. $BMNR" [X Link](https://x.com/Frugalbuck/status/2013365960707842310) 2026-01-19T21:40Z [----] followers, [---] engagements "$BMNR One path is we are just dividending a lot of return" [X Link](https://x.com/Frugalbuck/status/2013367268659646771) 2026-01-19T21:45Z [----] followers, [---] engagements "@maverick98776 I tend to have a trigger finger and want to sell for quick flips - I am trying to ignore $VG and let it do what it will do" [X Link](https://x.com/Frugalbuck/status/2014407203420307479) 2026-01-22T18:37Z [----] followers, [---] engagements "If $PLTR hits expected revenue of [---] Million tomorrow TTM revenue will be $1966m. We should break $2 Billion TTM revenue in Q2 IMO" [X Link](https://x.com/Frugalbuck/status/1655389708032278528) 2023-05-08T01:50Z [----] followers, [----] engagements "@crawlingtrds @HenryInvests Give us an example" [X Link](https://x.com/Frugalbuck/status/2010015765416788377) 2026-01-10T15:47Z [----] followers, [--] engagements "@MrBeast states he is launching a bank $BMNR https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT" [X Link](https://x.com/Frugalbuck/status/2016973066187002164) 2026-01-29T20:33Z [----] followers, [---] engagements "@arny_trezzi If we assume revenue of 2262m in the next [--] months (30 percent growth) this contract will make up more then 10% of $PLTR revenue" [X Link](https://x.com/Frugalbuck/status/1575498008837640193) 2022-09-29T14:49Z [----] followers, [--] engagements "Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY" [X Link](https://x.com/Frugalbuck/status/1807460111268610513) 2024-06-30T17:04Z [----] followers, [----] engagements "In the same vein if lending revenue in 96% of [----] (vs 92-95% guidance) + Q1 revenue lending revenue would be $1295m Following guidance of the revenue split total revenue would be $2591 = 25% YoY revenue growth Current guidance is $2410m revenue or only 16% growth $SOFI Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY https://t.co/1YWxZPUZ5X Assume $SOFI [----] lending" [X Link](https://x.com/Frugalbuck/status/1807463764624830646) 2024-06-30T17:18Z [----] followers, [----] engagements "$SOFI If Q2 Q3 and Q4 have 93% [----] lending revenue [----] lending revenue would be $1266m (implies 22% growth) I expect outperformance in FS and/or tech to to hit the 50% revenue threshold Run the same numbers at 95% and you get lending revenue of $1286m (implies 24% growth)" [X Link](https://x.com/Frugalbuck/status/1808008024377774143) 2024-07-02T05:21Z [----] followers, [---] engagements "@ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk" [X Link](https://x.com/anyuser/status/1912569484872986675) 2025-04-16T18:11Z [----] followers, [----] engagements "Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi" [X Link](https://x.com/anyuser/status/2007139201633136775) 2026-01-02T17:17Z [----] followers, [----] engagements "$BMNR still in a downtrend until proven otherwise" [X Link](https://x.com/anyuser/status/2009018372244295758) 2026-01-07T21:44Z [----] followers, [----] engagements "$LC holding up pretty good 😊" [X Link](https://x.com/anyuser/status/2014028665370066944) 2026-01-21T17:33Z [----] followers, [---] engagements "Why is my portfolio suddenly green 🧐" [X Link](https://x.com/anyuser/status/2014059160963522621) 2026-01-21T19:34Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Frugalbuck Eddie
Eddie posts on X about $bmnr, $sofi, $lc, $eth the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -72%
- [--] Month [------] +19%
- [--] Months [-------] +345%
- [--] Year [-------] -64%
Mentions: [--] #
- [--] Week [--] +114%
- [--] Month [--] +72%
- [--] Months [---] +116%
- [--] Year [---] -38%
Followers: [-----] #
- [--] Week [-----] +0.10%
- [--] Month [-----] +0.61%
- [--] Months [-----] +3.50%
- [--] Year [-----] +6.10%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 74% finance 32% cryptocurrencies 21% currencies 2% technology brands 1%
Social topic influence $bmnr #35, $sofi #64, $lc #2, $eth #1576, lee 12%, $upst #23, $vg 7%, in the 6%, crypto 5%, at least 5%
Top accounts mentioned or mentioned by @deemahdee1 @timsweeneytar @fundstrat @tim_sweeney_tar @mrbeast @goddreng10 @anthonynoto @winnerinvestor @phtwi94663 @financeintell @eofarmer @mattmala @nysurfsf @henryinvests @crawlingtrds @vadimkotlarov @tigster92 @tgid1575 @bradlog54765576 @ghtheprophet
Top assets mentioned BITMINE IMMERSION TECH (BMNR) RAI Finance (SOFI) Ethereum (ETH) Upstart Holdings, Inc. (UPST) Venture Global, Inc (VG) Palantir Technologies Inc. (PLTR) Litentry (LIT) Bitcoin (BTC) Boeing Co (BA) Strategy (MSTR) Netflix Inc (NFLX) 2131KOBUSHIDE (21) Berkshire Hathaway Inc Class B (BRK.B)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SoFi tax rate is expected to increase from 6% in [----] to mid-teens in [----] I would expect another large increase in [----] The fact $SoFi can maintain 18% adjusted net income margins while taxes will increase 9% effective is quite significant"
X Link 2026-02-04T22:28Z [----] followers, [----] engagements
"$SoFi continues to amaze $LC incredibly cheap $UPST story remains to be seen but I think $100-$200/share is reasonable if the fundamentals play out as I expect in 2026"
X Link 2026-01-30T19:13Z [----] followers, [----] engagements
"Someone remind me isnt ISM above [--] one of the things Tom Lee @fundstrat has stated is very correlated to crypto ISM Mfg [----] Exp. [----] Last [----] ISM Mfg [----] Exp. [----] Last 47.9"
X Link 2026-02-02T15:48Z [----] followers, [---] engagements
"I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity $BMNR still in a downtrend until proven otherwise $BMNR still in a downtrend until proven otherwise"
X Link 2026-02-03T18:00Z [----] followers, [----] engagements
"$SoFi hit [---] PE in [----] right now it is approaching [--] PE ($19.50) which I would consider the lower range of fair value It can go much lower due to the market but I maintain it deserves a [--] PE minimum for several years to come Not financial advice @ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk. @ph_twi94663 Depends on market multiples Honestly hard to say. I"
X Link 2026-02-04T16:51Z [----] followers, [----] engagements
"Question: Are we still mad $SoFi did an equity raise at $27.50 or nah"
X Link 2026-02-04T17:44Z [----] followers, 13.3K engagements
"I hope no one out there was using margin or selling puts on margin I suffered severe losses out there in [----] If thats you know that you can come back from it even if it seems impossible This sell off has been brutal"
X Link 2026-02-05T16:13Z [----] followers, [---] engagements
"Bought more $SoFi"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements
"Im not sure how low $BMNR will go The fundamentals of $ETH make $BMNR one of the best momentum plays in the market $BMNR staking revenue goes up and down with the value of $ETH so EPS will follow the value of $ETH further pushing momentum up or down I may ride it back up I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a"
X Link 2026-02-05T17:09Z [----] followers, [---] engagements
"Selling cash secured puts on the favorite names is paying very handsomely today Not financial advice"
X Link 2026-02-06T15:53Z [----] followers, [---] engagements
"$VG has been saving my portfolio bacon in this downturn"
X Link 2026-01-22T00:02Z [----] followers, [---] engagements
"@finance_intell The good news is assuming Im right if I buy at a PE of [--] and expect the PE to hold my CAGR in the purchases should be at least the CAGR of $SoFi EPS 38-42% per guidance (probably sandbagged)"
X Link 2026-02-04T17:02Z [----] followers, [---] engagements
"@EO_Farmer Ill defer to Noto there but I would expect tax rates to probably settle around 25%ish so I expect I big bump in taxes [----] also - Am I wrong @Tim_Sweeney_TAR $SoFi"
X Link 2026-02-04T22:49Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @EO_Farmer Their guidance included mid teens tax rate during the earnings call commentary if you are right that means EPS will be higher than guided"
X Link 2026-02-05T00:35Z [----] followers, [--] engagements
"@tigster92 @finance_intell TTM EPS is $0.39x50 =$19.50"
X Link 2026-02-05T16:14Z [----] followers, [--] engagements
"@MattMala $LC trades at a PE of [--] - growth is about to go up substantially but I dont believe it will be super durable - maybe 2-3 years of great growth $SoFi trades at a PE of [--] - growth has been high and I believe it will be very durable 5-10 years I could be wrong"
X Link 2026-02-05T18:26Z [----] followers, [--] engagements
"@deemahdee1 Tom Lee cannot simultaneously tell people to sell ETH to be more tactical and be the chairman of $BMNR He is now advocating for diamond hands and long term holding - which is the only message he can send as chairman If you want to avoid drawdowns on $ETH Tom Lee is not the guy"
X Link 2026-02-06T19:31Z [----] followers, [--] engagements
"@Tim_Sweeney_TAR Just brainstorming here but Noto keeps referring to crypto backed loans - do you think that could include a credit card product $SoFi USD as collateral invested in fed funds as of now SOFI cant share rewards on the stablecoins but perhaps they can on CC spending Low APY"
X Link 2026-02-07T05:02Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR Are you suggesting that $SOFI can own international trade settlement on its stablecoin due to the advantage is has of being a bank This would keep the dollar as the worlds reserve currency if a U.S. company were to be first to market"
X Link 2026-02-09T19:48Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR I did quite a lot of research on this while I was loading $BMNR It seems to me $SoFi is basically through its big business banking and SOFI USD democratizing access to the U.S. Feds fund window by passing on 95% of the economics to their partners My $0.02 anyways"
X Link 2026-02-09T19:59Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR You lost me Tim It seems like you are pointing to a widespread $SoFi stablecoin backed by treasuries not the Fed funds window that we export to create new demand for U.S. treasuries The part I think I dont understand is why SOFI would win that race I dont see an edge"
X Link 2026-02-09T23:29Z [----] followers, [----] engagements
"@Tim_Sweeney_TAR I have thought about this I just dont understand how the rails work Someone in a country with hyperinflation can buy bitcoin can they also buy stablecoins And then how do they transact with them It would substantially help adoption if they could pay rewards"
X Link 2026-02-10T01:54Z [----] followers, [---] engagements
"$LC is trading under [--] FWD PE IMO likely growing earnings 20% - could be much higher $SoFi trading around [--] FWD PE IMO growing earnings 50% Both are an easy double assuming no recession over the next [--] months NFA"
X Link 2026-02-03T18:49Z [----] followers, [---] engagements
"I want everyone to know I saved the market. I sold these calls yesterday. Your welcome 🙏 $SoFi"
X Link 2026-02-06T16:00Z [----] followers, [----] engagements
"My $BMNR thoughts 1) I do not have a good enough understanding of $ETH I think it will go up but that is a hunch (it is a commodity) 2) due to #1 I do not have the conviction to hold on the downside - so I wont buy until momentum is established if at all I was undisciplined and decided to buy $ETH based on a hunch the downtrend would reverse I have exited 90% of my $BMNR position while I re-evaluate how to handle it from here On one hand I respect Tom Lee and expect $ETH to go up due to its utility OTOH it is a commodity I was undisciplined and decided to buy $ETH based on a hunch the"
X Link 2026-02-06T18:15Z [----] followers, [---] engagements
"I sold my $UPST position on 2/10 prior to earnings at $40 I had noticed all fintech was getting whacked after their earnings releases regardless of how good they were I need to look through their earnings and probably buy back the position at this point Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-02-12T18:33Z [----] followers, [----] engagements
"Use whatever metrics you want Palantir is expensive based on TTM data I think $PLTR will prove cheap base on price action this year. Metrics will still look expensive Will touch $50 before YE IMO Bookmark it no one agrees NFA"
X Link 2024-01-12T16:36Z [----] followers, [----] engagements
"I knew I had seen this before $PLTR cannot sell their product to $BA due to their agreement with Airbus. Sorry I couldnt make the text bigger"
X Link 2024-01-12T17:06Z [----] followers, 12K engagements
"$SOFI only has [--] more earnings releases before the executive teams PSUs expire. 30% EBITDA margins ✅ 20% net income margins ❌ 30% Return on equity ❌ Will $SOFI hit their goals How will the stock react if they do Is $25 coming $35 $45 Time is ticking"
X Link 2024-02-29T05:50Z [----] followers, 13.6K engagements
"Lets put this in perspective $SOFI full year high end revenue guidance is $2430m Q1 revenue was $581m x [--] = $2324m run rate We are expected to believe $SOFI will only get $2430m full year revenue Not a chance. Either I am very wrong or guidance is very wrong. $SOFI [----] revenue guidance: $2430m - Q1 results $581m = $1849m [----] revenue: $2074m - Q1 [----] revenue $460m= $1614m YOY growth: $1849-$1614 = $235m growth/1614= 14.7% revenue growth for the remainder of [----] Deceleration projected = stock falls $SOFI [----] revenue guidance: $2430m - Q1 results $581m = $1849m [----] revenue: $2074m - Q1"
X Link 2024-04-29T17:31Z [----] followers, [----] engagements
"$LC earnings report was actually pretty good Looking forward to Q2 and Q3 I think the market doesnt like the earnings Miss but that was a one time on paper reserves/fair value issue re uncertainty. EPS would have been $0.17 without it Origination guidance is way up"
X Link 2025-04-30T17:18Z [----] followers, [---] engagements
"@TGID1575 @goddreng10 With $SOFI and $UPST they account for their loans differently than $LC $SOFI and $UPST you see revenue go up in the same quarter that the loans are originated With $LC you see revenue go up as they actually collect interest on the loans over time"
X Link 2025-04-30T17:50Z [----] followers, [---] engagements
"Looks like $LC might be at the start of a re-rating - I expect $20 by Q3 earnings release currently $16 Rate cuts=greater profitability for fintechs like $LC $SoFI $UPST $LC had its first golden cross since [----] this week $LC had a significant acceleration in EPS growth Q2 $LC had blowout Q2 earnings Analyst estimates for [----] EPS were $0.64 in July Today analyst estimates for [----] EPS are $1.03 Pricing $LC on expected [----] EPS $LC closed at $13.11 on 7/29 EPS estimates of $0.64 = [--] PE $LC today $15.50 EPS estimates of $1.03 = [--] PE $LC had blowout Q2 earnings Analyst estimates for [----] EPS"
X Link 2025-08-22T14:36Z [----] followers, [---] engagements
"$LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was 230ish [--] weeks ago it was 180ish now its [---] Could be bullish or it could be they are getting a higher percentage of borrowers to respond Earnings in after hours today"
X Link 2025-10-22T16:25Z [----] followers, [----] engagements
"From [---] to [---] reviews over [--] days What in the world is happening over at $LC The high earlier this year was around 230ish Investor day Nov 5th This stock should be $24 today IMO based on Q3 earnings $LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was 230ish [--] weeks ago it was 180ish now its [---] Could be bullish or it could be they are getting a higher percentage of borrowers to respond Earnings in after hours today https://t.co/qsDXSrDWxQ $LC trustpilot reviews are suddenly and steeply accelerating again previous high in the last year was"
X Link 2025-10-27T18:18Z [----] followers, [---] engagements
"$Sofi $BMNR Noto says their stable coin will be built on $Ethereum but accessible to other relevant chains https://youtu.be/Sl5xbtAZatksi=AegMN76N7bli8Toc https://youtu.be/Sl5xbtAZatksi=AegMN76N7bli8Toc"
X Link 2025-12-17T15:21Z [----] followers, [---] engagements
"At 10:45ish"
X Link 2025-12-17T15:22Z [----] followers, [---] engagements
"$SOFI $UPST and $LC will have a great year in 2026"
X Link 2025-12-30T21:05Z [----] followers, [----] engagements
"@Tim_Sweeney_TAR @BradLog54765576 @Tim_Sweeney_TAR are you saying analysts will project $1.20 [----] EPS thus the forward PE will be [--] or $60 - or are you saying that the market will anticipate $1.20 in [----] regardless of analyst expectations and price it as such"
X Link 2026-01-01T17:55Z [----] followers, [---] engagements
"@Nysurfsf I have had an $UPST thesis a long time that their operating leverage is huge and once they decide to step on the gas EPS goes to the moon Based on management comments here on X I think [----] is the year Last earnings EPS $0.23 I think EPS will be above $2 in 2026"
X Link 2026-01-02T18:04Z [----] followers, [----] engagements
"@Nysurfsf TLDR I think $UPST is trading under [--] [----] PE I think it is very possible it will be trading at [---] TTM PE early [----] or over $200/share"
X Link 2026-01-02T18:07Z [----] followers, [----] engagements
"@GhTheProphet Fully diluted GAAP $0.23"
X Link 2026-01-02T18:16Z [----] followers, [---] engagements
"I have seen CEOs trouble shoot specific problems occasionally on X I have never seen a CEO invite/clarify concerns in an open ended public fashion 👑 @anthonynoto $SoFi @MarkSylaj01 what is your concern @MarkSylaj01 what is your concern"
X Link 2026-01-05T19:18Z [----] followers, [---] engagements
"@deemahdee1 Not his fault - its based on $ETH This will be like $MSTR where it performs amazing every once in awhile with huge drawdowns IMO"
X Link 2026-01-08T01:19Z [----] followers, [---] engagements
"$SoFi EPS of [----] TTM = PE [--] I called for a PE of [---] long ago Price action going forward will be based on how the market perceives the balance of EPS growth rate and the durability of growth-not calling for it but [---] PE is possible I believe $SoFi is the $NFLX of banking $SOFI stock should start moving much higher due to this guidance I think $SOFI hits at least $0.15 EPS in [----] $SOFI projects $0.55-$0.80 EPS in [----] (probably sandbagged) Napkin math $0.15 [----] $0.30 [----] $0.60 [----] EPS growing 100%; meaning PE should be [---] for a PEG of [--] https://t.co/YXw2eW7n19 $SOFI stock should start"
X Link 2026-01-08T01:59Z [----] followers, [----] engagements
"@deemahdee1 My personal plan with $BMNR is to check in quarterly and rebalance only when it is 10% of the portfolio or 5% I may occasionally go heavier than 10% only as a short term tactical trade if the price has crashed crazy low"
X Link 2026-01-08T02:03Z [----] followers, [---] engagements
"I still believe $LC should be worth $24 today likely over $30 before year end It just keeps chugging along $LC with the highest weekly close since early [----] $LC had the highest monthly close since early [----] in November Pretty clear it is breaking out I think it should be worth $24 today and likely $30+ in [----] (remains to be seen) https://t.co/j3GcCTfAUO $LC with the highest weekly close since early [----] $LC had the highest monthly close since early [----] in November Pretty clear it is breaking out I think it should be worth $24 today and likely $30+ in [----] (remains to be seen)"
X Link 2026-01-08T16:35Z [----] followers, [---] engagements
"@deemahdee1 Worth adding above is the $BMNR base case - its very possible that the secular bull $ETH story occurs which is why Im invested Small % but if it works it will make a big difference"
X Link 2026-01-08T17:04Z [----] followers, [---] engagements
"Just voted in favor of $BMNR share count increase request Tom Lee @fundstrat has earned my trust and the flexibility that comes with these shares"
X Link 2026-01-08T17:18Z [----] followers, [---] engagements
"$LC at $21 as was foretold @goddreng10 Doesnt matter Algos can do whatever they want This thing is blasting off over Q4 Conservative target of $21 IMO $LC Resistance has been $18-$19 since [----] @goddreng10 Doesnt matter Algos can do whatever they want This thing is blasting off over Q4 Conservative target of $21 IMO $LC Resistance has been $18-$19 since 2024"
X Link 2026-01-08T17:54Z [----] followers, [---] engagements
"New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends"
X Link 2026-01-08T19:23Z [----] followers, [----] engagements
"Gotta say I disagree here I would expect credit cards to be removed from the market basically over night Personal loan and HELOC demand would BOOM 💥 $SOFI President Trump just announced a 10% cap on credit card interest rates for one year effective January 20th. The largest reason SoFi sees a consumer take out a personal loan (their flagship product) is to consolidate HIGH-interest credit card loans. If the loan rates come https://t.co/0q3MDwEUb5 $SOFI President Trump just announced a 10% cap on credit card interest rates for one year effective January 20th. The largest reason SoFi sees a"
X Link 2026-01-10T04:43Z [----] followers, [----] engagements
"@mehtasdeepak Thats a fair point I was specifically talking about the business but it could cause a big crash in the stock price"
X Link 2026-01-10T15:47Z [----] followers, [--] engagements
"$ETH looking like it wants to turn upward again $BMNR"
X Link 2026-01-10T16:51Z [----] followers, [---] engagements
"Bought more $SoFi shares today Bought back some CCs I sold on $SoFi and $BMNR that expired mid February With the BMNR vote occurring I think there is a decent chance at some crazy upside With $SoFi earnings occurring I also think there is a decent chance at crazy upside"
X Link 2026-01-12T19:39Z [----] followers, [----] engagements
"May go heavier into $VG getting more conviction this is going higher New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends"
X Link 2026-01-12T21:14Z [----] followers, [---] engagements
"$VG New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends New position in $VG today been watching it awhile very very cheap Looks like it might be changing trends"
X Link 2026-01-13T18:35Z [----] followers, [----] engagements
"@HenryInvests Have you looked in $VG A new position in my portfolio"
X Link 2026-01-14T16:41Z [----] followers, [---] engagements
"Decided to increase my position in $BMNR quite a bit. looks like its ready to breakout and the vote is tomorrow. Unsure how long I will hold these new shares but will of course continue to hold my core position regardless. Tom Lee teasing new products 🚨 TOM LEE: BITMINE IS ENTERING A NEW PHASE From a recent interview Tom Lee revealed: 🔹 BitMine is not just a passive crypto holder 🔹 A series of new products and strategic initiatives are rolling out 🔹 Major details will be revealed at the upcoming shareholder meeting https://t.co/cj042oK1Ek 🚨 TOM LEE: BITMINE IS ENTERING A NEW PHASE From a"
X Link 2026-01-14T19:04Z [----] followers, [---] engagements
"@WinnerInvestor @anthonynoto Every $SoFi earnings is the best ever 🫡"
X Link 2026-01-14T20:59Z [----] followers, [---] engagements
"Vitalik and Sam Altman will be speaking at the $BMNR annual meeting tomorrow Tom Lee has previously said AI will need $ETH - I loaded more BMNR once I heard Altman would be there"
X Link 2026-01-14T23:32Z [----] followers, [----] engagements
"@deemahdee1 Me too Hoping its more clarification on 4:01 (very brief here) He has done other interviews with slightly more info https://youtu.be/4Ga6GcMl3_csi=-ad2H9VlyiJQHRSI https://youtu.be/4Ga6GcMl3_csi=-ad2H9VlyiJQHRSI"
X Link 2026-01-15T01:07Z [----] followers, [--] engagements
"Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1 https://youtu.be/KB9TdI3JEJksi=bqVD19Z88rOy_CP1"
X Link 2026-01-15T16:20Z [----] followers, [----] engagements
"Rethink the thesis in a positive way* $BMNR"
X Link 2026-01-15T16:22Z [----] followers, [---] engagements
"I was thinking of $BMNR as a DAT/trading vehicle- I am now thinking of it as a holding company in the crypto space. Much more optionality with deep pockets Ability to accelerate crypto adoption through investment In house products This is a company similar to $BRK.b Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is"
X Link 2026-01-15T16:29Z [----] followers, [---] engagements
"@SteveUrkelDude I think this is genius- the pivot is to a holding company - $BMNR can raise hundreds of millions in days and use that money to accelerate adoption of $ETH I have seen the light 💡"
X Link 2026-01-15T16:44Z [----] followers, [---] engagements
"@TJTheWheelDeal The deal doesnt close for a few days - I imagine $BMNR had an out if their vote didnt go through so I agree with you"
X Link 2026-01-15T17:07Z [----] followers, [---] engagements
"Waiting for sentiment to flip bullish on the $BMNR @MrBeast investment as soon as $BMNR stock flips green Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with the old economy https://t.co/htMPXu1wHM Still digesting this news but I want to say this investment is making me rethink $BMNR. These types of moonshot investments will buy respect and exposure. $BMNR has deep pockets and will be able to accelerate integration with"
X Link 2026-01-15T17:58Z [----] followers, [---] engagements
"If $BMNR announces a dividend for all their staked $ETH thats over $1/share at current prices I hope they dont do that I would rather see them increase the dividend over time than just do 100% of stake rewards and have volatility"
X Link 2026-01-15T18:11Z [----] followers, [---] engagements
"$BMNR take: 1) I fully support the @MrBeast investment 2) I am confused by the app. I hope its not just a glorified IR/YT page In @fundstrat I trust"
X Link 2026-01-16T00:03Z [----] followers, [---] engagements
"Im seeing calls for $BMNR to crash and I dont get it. I dont think it will happen. I think for $BMNR to go much lower $ETH would have to crash Also I want to point out the investor meeting did let me down - I was expecting it to be better. OTOH they only have [--] staff 🤷♂"
X Link 2026-01-16T04:45Z [----] followers, [---] engagements
"Sounds like Tom Lee @fundstrat not only anticipates doing deals with @MrBeast but also expects @MrBeast to be a steward for accelerated $ETH adoption"
X Link 2026-01-16T17:21Z [----] followers, [---] engagements
"$VG is a beast $VG https://t.co/yaKu8jGHc6 $VG https://t.co/yaKu8jGHc6"
X Link 2026-01-16T17:41Z [----] followers, [---] engagements
"This is super cool Incentivize $SoFi plus with some kind of cool trip or experience at least once quarterly love to see it Have the winners do some marketing content Great idea @anthonynoto Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with $1000+ in annual value with qualifying activities. You could unlock two tickets to catch all the action Friday to Sunday plus an exclusive invite-only event. https://t.co/nJ145ZJUu9 Dont miss your shot at the ultimate @nba All-Star [----] experience* with SoFi PlusSoFis premium membership with"
X Link 2026-01-16T18:48Z [----] followers, [----] engagements
"Im hypothesizing here: Why cant a company like $BMNR extend their strategy to private investments Say they trade for a premium of 20% (they dont but just go with it) Then they sell shares Then they use the cash to buy spaceX for example basically at a 20% discount"
X Link 2026-01-16T20:20Z [----] followers, [---] engagements
"@deemahdee1 The premium would only exist if it outperforms I would think that would be pretty easy given the discount But the whole thing falls apart if it doesnt trade at a premium or they dont outperform which causes it to not trade at a premium"
X Link 2026-01-17T03:08Z [----] followers, [--] engagements
"Missed this assuming others did as well Did Tom Lee say lighter could work with $BMNR to tokenize products $BMNR will be doing the tokenizing Could this be what the app is for This could be BIG"
X Link 2026-01-17T04:48Z [----] followers, [----] engagements
"Tom Lee @fundstrat at the $BMNR annual meeting kept saying he had $700m to invest by my accounting he is somewhere around $260m invested meaning he has over $300m left What will be the next moonshot 🌙"
X Link 2026-01-17T06:31Z [----] followers, [---] engagements
"Bought a completely speculative position in the crypto $LIT yesterday based on the interview at $BMNR shareholder meeting This is due to them saying they have an announcement with $HOOD within the next couple of weeks This could go to $0 easily"
X Link 2026-01-17T16:08Z [----] followers, [---] engagements
"Would love to have a theoretical discussion re $BMNR about a concern I have The concern: $BMNR should only trade at a premium to mNAV if you believe they will be able to deliver incremental value going forward Where does the value come from when they are done accumulating $ETH"
X Link 2026-01-18T22:40Z [----] followers, [---] engagements
"@deemahdee1 I agree on the problem - they thought this would take years and so they would get a premium for years and since they have done such a good job if they want to maintain a premium they will have to pivot. I will probably stay either way but I hope/think there is more to come"
X Link 2026-01-19T03:59Z [----] followers, [--] engagements
"@deemahdee1 One last thing that is kinda cool re $BMNR if $ETH triples the yield will too - that doesnt happen with other stocks/revenue"
X Link 2026-01-19T04:51Z [----] followers, [---] engagements
"Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR"
X Link 2026-01-19T20:34Z [----] followers, [---] engagements
"$BMNR series of clips from annual shareholder meeting Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b Here is another clip of @fundstrat stating they want to work with $LIT and accelerate tokenization $BMNR https://t.co/W8BpV3V89b"
X Link 2026-01-19T20:36Z [----] followers, [---] engagements
"Tom Lee: if we were only 1% of ETH would we be the liquidity backstop for a lot of potential exchanges Probably not. (Paraphrased) There was a messaging we didnt catch at the shareholders meeting. They are working behind the scenes. $BMNR"
X Link 2026-01-19T21:40Z [----] followers, [---] engagements
"$BMNR One path is we are just dividending a lot of return"
X Link 2026-01-19T21:45Z [----] followers, [---] engagements
"@maverick98776 I tend to have a trigger finger and want to sell for quick flips - I am trying to ignore $VG and let it do what it will do"
X Link 2026-01-22T18:37Z [----] followers, [---] engagements
"If $PLTR hits expected revenue of [---] Million tomorrow TTM revenue will be $1966m. We should break $2 Billion TTM revenue in Q2 IMO"
X Link 2023-05-08T01:50Z [----] followers, [----] engagements
"@crawlingtrds @HenryInvests Give us an example"
X Link 2026-01-10T15:47Z [----] followers, [--] engagements
"@MrBeast states he is launching a bank $BMNR https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT https://youtube.com/shorts/6GP2x9S72IAsi=BCsLvf_wndLDtEtT"
X Link 2026-01-29T20:33Z [----] followers, [---] engagements
"@arny_trezzi If we assume revenue of 2262m in the next [--] months (30 percent growth) this contract will make up more then 10% of $PLTR revenue"
X Link 2022-09-29T14:49Z [----] followers, [--] engagements
"Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY"
X Link 2024-06-30T17:04Z [----] followers, [----] engagements
"In the same vein if lending revenue in 96% of [----] (vs 92-95% guidance) + Q1 revenue lending revenue would be $1295m Following guidance of the revenue split total revenue would be $2591 = 25% YoY revenue growth Current guidance is $2410m revenue or only 16% growth $SOFI Assume $SOFI [----] lending revenue is 93% of [----] lending revenue + Q1 results lending revenue for [----] is $1266m If you factor in guidance of 50/50 revenue split (below) between FS/tech and lending revenue total revenue for the year would be at least $2532m Or 22% growth YoY https://t.co/1YWxZPUZ5X Assume $SOFI [----] lending"
X Link 2024-06-30T17:18Z [----] followers, [----] engagements
"$SOFI If Q2 Q3 and Q4 have 93% [----] lending revenue [----] lending revenue would be $1266m (implies 22% growth) I expect outperformance in FS and/or tech to to hit the 50% revenue threshold Run the same numbers at 95% and you get lending revenue of $1286m (implies 24% growth)"
X Link 2024-07-02T05:21Z [----] followers, [---] engagements
"@ph_twi94663 Depends on market multiples Honestly hard to say. I think $SOFI should be worth 50-100 PE ($15-$30) at year end but that is assuming this tariff stuff doesnt blow up the economy and $SOFI can maintain growth. It is a bet I would make but admittedly pretty high risk"
X Link 2025-04-16T18:11Z [----] followers, [----] engagements
"Upped my position in $UPST Wednesday it is the largest it has been since [----] already full on $BMNR $LC and $SoFi"
X Link 2026-01-02T17:17Z [----] followers, [----] engagements
"$BMNR still in a downtrend until proven otherwise"
X Link 2026-01-07T21:44Z [----] followers, [----] engagements
"$LC holding up pretty good 😊"
X Link 2026-01-21T17:33Z [----] followers, [---] engagements
"Why is my portfolio suddenly green 🧐"
X Link 2026-01-21T19:34Z [----] followers, [---] engagements
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