#  @WinnerInvestor Winner Investor MD Winner Investor MD posts on X about $sofi, $now, inflation, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1668260391367987202/interactions)  - [--] Week [---------] +1,477% - [--] Month [---------] +403% - [--] Months [---------] +122% - [--] Year [---------] +628% ### Mentions: [--] [#](/creator/twitter::1668260391367987202/posts_active)  - [--] Week [---] +30% - [--] Month [---] +30% - [--] Months [-----] +79% - [--] Year [-----] +185% ### Followers: [-----] [#](/creator/twitter::1668260391367987202/followers)  - [--] Week [-----] +1.70% - [--] Month [-----] +8.70% - [--] Months [-----] +35% - [--] Year [-----] +215% ### CreatorRank: [-------] [#](/creator/twitter::1668260391367987202/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 68.4% [cryptocurrencies](/list/cryptocurrencies) 13.85% [technology brands](/list/technology-brands) 6.49% [countries](/list/countries) 2.16% [financial services](/list/financial-services) 1.3% [exchanges](/list/exchanges) 0.43% [social networks](/list/social-networks) 0.43% [celebrities](/list/celebrities) 0.43% **Social topic influence** [$sofi](/topic/$sofi) #21, [$now](/topic/$now) #106, [inflation](/topic/inflation) #806, [bullish](/topic/bullish) #1543, [$upst](/topic/$upst) #77, [$meli](/topic/$meli) #36, [$moh](/topic/$moh) #47, [money](/topic/money) 4.33%, [$mstr](/topic/$mstr) 3.9%, [business](/topic/business) 3.46% **Top accounts mentioned or mentioned by** [@saynototrading](/creator/undefined) [@biotech2k1](/creator/undefined) [@truflation](/creator/undefined) [@timsweeneytar](/creator/undefined) [@goddreng10](/creator/undefined) [@tim_sweeney_tar](/creator/undefined) [@anthonynoto](/creator/undefined) [@brentetrader](/creator/undefined) [@capexandchill](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@comic](/creator/undefined) [@veganhippo21](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@briankonczyk](/creator/undefined) [@henryinvests](/creator/undefined) [@futurenvesting](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@yieldsearcher](/creator/undefined) [@stockmeetups](/creator/undefined) [@brent_e_trader](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [Now Coin (NOW)](/topic/$now) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [MercadoLibre Inc (MELI)](/topic/$meli) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Strategy (MSTR)](/topic/$mstr) [UnitedHealth Group (UNH)](/topic/$unh) [Bitcoin (BTC)](/topic/$btc) [Intuit Inc. (INTU)](/topic/$intu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Mastercard, Inc. (MA)](/topic/$ma) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [JPMorgan Chase (JPM)](/topic/$jpm) [NuCypher (NU)](/topic/$nu) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Vixco (VIX)](/topic/$vix) [US Bancorp (USB)](/topic/$usb) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Elevance Health Inc (ELV)](/topic/$elv) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Axon Enterprise, Inc. (AXON)](/topic/$axon) ### Top Social Posts Top posts by engagements in the last [--] hours "ON INFLATION RATE IN [----] Cleveland FED February inflation data NOT looking great so far Cleveland FED and @truflation diverging significantly We heard the @truflation and Trump administration explanation that @BLS_gov is lagging and how they measure housing inflation sucks and all that. If the @federalreserve claims to be data dependent they OWE American people an explanation as to why the rates remain high why they need to remain high and why Americans need to keep paying higher interest rates for their loans (e.g. mortgages). https://twitter.com/i/web/status/2021719894132502861" [X Link](https://x.com/WinnerInvestor/status/2021719894132502861) 2026-02-11T22:55Z [----] followers, [---] engagements "@SayNoToTrading @ryu_tay @fintegrate @SixSigmaCapital They all have their places in the hospital. I don't own any though. It's like pharma. Needs a lot of babysitting and I am not the one to judge the MOAT of imaging software. I wouldn't touch anything except Pro Medicus" [X Link](https://x.com/WinnerInvestor/status/2013025766485680380) 2026-01-18T23:08Z [----] followers, [---] engagements "@RealMattMoney @PalmerLuckey VG is how you're playing this Matt" [X Link](https://x.com/WinnerInvestor/status/2013103667616809134) 2026-01-19T04:18Z [----] followers, [---] engagements "Pretty good quarter by US bank $USB Large banks are rock solid. $SOFI will triple beat" [X Link](https://x.com/WinnerInvestor/status/2013723173557035283) 2026-01-20T21:19Z [----] followers, [----] engagements "Why not match category weights the same as BLS CPI Nobody believes US CPI is 1.21% @truflation US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies -" [X Link](https://x.com/WinnerInvestor/status/2014690949306134561) 2026-01-23T13:25Z [----] followers, [----] engagements "Looking for the bear thesis for $NOW $INTU $MA $V Thank you in advance" [X Link](https://x.com/WinnerInvestor/status/2014889878438216087) 2026-01-24T02:35Z [----] followers, [----] engagements "SoFi IS EXECUTING WELL $SOFI is printing from loan platform fees up from $78m to $385m massive growth over [--] months (Q1-Q3). Sales and marketing increasing to bring in new members from $567m to $790m. Loan platform business has tremendous growth opportunity out there and $SOFI is executing. Let's see if they expand it in [----]. $45 in [----] is a reasonable target π₯π https://twitter.com/i/web/status/2015146517934276725 https://twitter.com/i/web/status/2015146517934276725" [X Link](https://x.com/WinnerInvestor/status/2015146517934276725) 2026-01-24T19:35Z [----] followers, 16.7K engagements "Is this why $BAH donated to the ball room Booz Allen Hamilton would end if Federal govt cancelled their contracts with them. $PLTR would likely be a winner given the defense and intelligence component" [X Link](https://x.com/WinnerInvestor/status/2015895884865679604) 2026-01-26T21:13Z [----] followers, [---] engagements "$ELV Gail must be killing it on the earnings call. I would not mess with the Gail Force. Opened 8% down pre-market Up 4% already" [X Link](https://x.com/WinnerInvestor/status/2016524133916451213) 2026-01-28T14:49Z [----] followers, [---] engagements "Markets are reading Warsh wrong. See below. [----] will be excellent for both Main Street and Wall Street. ππ NEW: Stan Druckenmiller on Kevin Warsh "The branding of Kevin as someone whos always hawkish is not correct Im really excited about the partnership between him and Bessent. Having an accord between the Treasury Secretary and Fed Chair is ideal." https://t.co/foIt0Tdtgp NEW: Stan Druckenmiller on Kevin Warsh "The branding of Kevin as someone whos always hawkish is not correct Im really excited about the partnership between him and Bessent. Having an accord between the Treasury" [X Link](https://x.com/WinnerInvestor/status/2017672156843262088) 2026-01-31T18:51Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @bryanaat @Flobert77324715 @anthonynoto How come S&P keeps going up and $SOFI is going down Last 2-3 weeks have been brutal without great reason. I'd get it if S&P was tanking at the same time" [X Link](https://x.com/WinnerInvestor/status/2018491765750128911) 2026-02-03T01:08Z [----] followers, [---] engagements "@goddreng10 @HenryInvests very bullish -- loans are doing great no doubt. crazy to sell $sofi $lc $upst here" [X Link](https://x.com/WinnerInvestor/status/2018810793995948110) 2026-02-03T22:16Z [----] followers, [---] engagements "@Ze1ooooo @BrandonWealth any leverage I'm down to 400k from 970k in 10days $sofi $mstr" [X Link](https://x.com/WinnerInvestor/status/2018859659080393200) 2026-02-04T01:30Z [----] followers, [---] engagements "@Micro2Macr0 Howard Lutnick-Cantor Fitzgerald largest position is $MSTR" [X Link](https://x.com/WinnerInvestor/status/2019024107979886799) 2026-02-04T12:23Z [----] followers, [----] engagements "$SOFI is an excellent business growing revenues 35% YoY EPS 40% YoY. Many tailwinds. Excellent leadership. Multiple compressed significantly and long-term visibility is here. A lot of uncertainty market worries about FED/Warsh Crypto/Dollar Gold/Silver Iran AI weighing the stock down. Reminds me of the tariffs in April [----]. I am not selling. $SOFI $40 by the end of the year is reasonable" [X Link](https://x.com/WinnerInvestor/status/2019054741532164398) 2026-02-04T14:25Z [----] followers, [----] engagements "I see signs of reversal. Is this the final dip $SOFI" [X Link](https://x.com/WinnerInvestor/status/2019066987293311311) 2026-02-04T15:14Z [----] followers, [----] engagements "I AM ALL IN $SOFI Big boys can only manipulate a smaller competitor for so long. Despite the best quarter ever $SOFI tanked 30% YTD Valuation is right for me. I am ALL in. SoFi will continue to deliver and when earnings are delivered nobody can mess with $SOFI share price. BRING IT ON https://twitter.com/i/web/status/2019147918309998749 https://twitter.com/i/web/status/2019147918309998749" [X Link](https://x.com/WinnerInvestor/status/2019147918309998749) 2026-02-04T20:35Z [----] followers, 11.8K engagements "$UNH may be the most hated stock on the market" [X Link](https://x.com/WinnerInvestor/status/2019148548391203091) 2026-02-04T20:38Z [----] followers, [----] engagements "What will turn the market around" [X Link](https://x.com/WinnerInvestor/status/2019475055839674616) 2026-02-05T18:15Z [----] followers, [---] engagements "$MOH crashes big time also. We are tired of winning yet" [X Link](https://x.com/WinnerInvestor/status/2019521610114560312) 2026-02-05T21:20Z [----] followers, [----] engagements "@TribeRuffner total destruction. been bad. $unh $moh" [X Link](https://x.com/WinnerInvestor/status/2019523580279595032) 2026-02-05T21:28Z [----] followers, [----] engagements "@finance_intell crazy stuff -- market treats them like they are losing money -- see $MOH (who is actually losing money)" [X Link](https://x.com/WinnerInvestor/status/2019526196816392521) 2026-02-05T21:39Z [----] followers, [---] engagements "Fellas $AMZN is printing money $GOOG is printing money $META is printing money $MSFT is printing money $NOW is printing money $PLTR is printing money $SOFI is printing money And these are near all time lows That sounds like a massive discount" [X Link](https://x.com/WinnerInvestor/status/2019535496221978801) 2026-02-05T22:15Z [----] followers, [----] engagements "@brent_e_trader I'm convinced $LLY $NVO deal was part of FDA crackdown on fake $HIMS" [X Link](https://x.com/WinnerInvestor/status/2019601981564985500) 2026-02-06T02:40Z [----] followers, [---] engagements "Everybody knows $SOFI is cheap here EVP Eric Schuppenhauer is top notch. He bought last year too. As is many other names. Who is selling Other than margin call deleveraging and wall st shorting to benefit from this I do not know $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan" [X Link](https://x.com/WinnerInvestor/status/2019604250490495320) 2026-02-06T02:49Z [----] followers, [----] engagements "@optionscjp heavy leverage $sofi $mstr $moh $unh $amzn all had terrible moves" [X Link](https://x.com/WinnerInvestor/status/2019608512653869414) 2026-02-06T03:06Z [----] followers, [---] engagements "@oguzerkan You like $AMD more than $NVDA" [X Link](https://x.com/WinnerInvestor/status/2019725824690377153) 2026-02-06T10:52Z [----] followers, [---] engagements "@Biotech2k1 Respect how bearish you remain. P/TBV [--] revenues growing 35% YoY EPS 40% YoY for at least [--] years" [X Link](https://x.com/WinnerInvestor/status/2019732332593488310) 2026-02-06T11:18Z [----] followers, [--] engagements "@goddreng10 @himshouse Yes somebody even less powerful to get a ruling that puts $hims knock offs off the market" [X Link](https://x.com/WinnerInvestor/status/2019734978104557899) 2026-02-06T11:28Z [----] followers, [---] engagements "$NOW better turn around NOW. What a mess" [X Link](https://x.com/WinnerInvestor/status/2019793897367498803) 2026-02-06T15:22Z [----] followers, [---] engagements "@Biotech2k1 Show us what numbers you put in" [X Link](https://x.com/WinnerInvestor/status/2019800962827719053) 2026-02-06T15:50Z [----] followers, [--] engagements "@SayNoToTrading Joe needs to be fired. What a mess. QoQ "floor". Terrible management with no insight" [X Link](https://x.com/WinnerInvestor/status/2019806054260121698) 2026-02-06T16:11Z [----] followers, [---] engagements "We moon after CPI is out Friday morning. Sentiment is changing already. $SOFI" [X Link](https://x.com/WinnerInvestor/status/2019809562828939686) 2026-02-06T16:25Z [----] followers, [----] engagements "Loaded up on $MELI" [X Link](https://x.com/WinnerInvestor/status/2019810675342950470) 2026-02-06T16:29Z [----] followers, [---] engagements "@DeuceCabooseSki @MagaGrunt1 likely -- fyi I'm brown" [X Link](https://x.com/WinnerInvestor/status/2019832075260686688) 2026-02-06T17:54Z [----] followers, [--] engagements "Glad I dumped this waste $PYPL and took my loss. Q4 [----] earnings call was the worst I have ever listened to. No plans. Interim CEO saying "things like that" [--] times. Plenty of other excellent companies out there at fair prices" [X Link](https://x.com/WinnerInvestor/status/2019835552292286866) 2026-02-06T18:08Z [----] followers, [----] engagements "$SOFI Q4 [----] earnings call was 9/10. Clear guide excellent team. Multiple compression was market wide. Analysts/websites still haven't updated their numbers e.g. P/TBV. After good Jan CPI we start a bull run. EOY $30 is very reasonable multiple at $0.7 EPS -- I can see $45 too. https://twitter.com/i/web/status/2019839276020822225 https://twitter.com/i/web/status/2019839276020822225" [X Link](https://x.com/WinnerInvestor/status/2019839276020822225) 2026-02-06T18:23Z [----] followers, [---] engagements "@cvpayne Will be a lot lower. people are still too bearish. Give it 3-6 more months" [X Link](https://x.com/WinnerInvestor/status/2019839508162949569) 2026-02-06T18:24Z [----] followers, [--] engagements "@dlacalle_IA Inflation is coming down. Feb CPI will have some good numbers March CPI will mark it Q2 onwards bull market easy. $SOFI" [X Link](https://x.com/WinnerInvestor/status/2019843466298290488) 2026-02-06T18:39Z [----] followers, [--] engagements "@truflation @unusual_whales ask it again [--] months" [X Link](https://x.com/WinnerInvestor/status/2019844491822395891) 2026-02-06T18:43Z [----] followers, [--] engagements "@DeepValueBagger Thanks for sharing. Im down 60% YTD. What were you in and how much % dropped Mine were $SOFI $MSTR $UNH $MOH" [X Link](https://x.com/WinnerInvestor/status/2019859932745507264) 2026-02-06T19:45Z [----] followers, [---] engagements "$NOW Going to zero or will go back to $150 soon I'm bullish" [X Link](https://x.com/WinnerInvestor/status/2019872185767112823) 2026-02-06T20:33Z [----] followers, [---] engagements "@oguzerkan Yeah bought more today. $MELI" [X Link](https://x.com/WinnerInvestor/status/2019872256336273457) 2026-02-06T20:34Z [----] followers, [----] engagements "@brent_e_trader Are we going to ban Anthrophic This BS is creating good opportunities while we go bankrupt" [X Link](https://x.com/WinnerInvestor/status/2019874255857676781) 2026-02-06T20:42Z [----] followers, [--] engagements "Weekly update. Terrible week. Lost [--] months of progress in [--] days due to extremely high risk moves and losses mainly in $MSTR $SOFI $NOW $UNH $MOH "Hopeful" will close the year in the green will keep you posted" [X Link](https://x.com/WinnerInvestor/status/2019879617746628890) 2026-02-06T21:03Z [----] followers, [----] engagements "@SayNoToTrading @Fierce__beast Yes. $NOW $INTU etc need to turn around. We will remember these days in [--] [--] months" [X Link](https://x.com/WinnerInvestor/status/2019879885804806566) 2026-02-06T21:04Z [----] followers, [---] engagements "@truflation @dlacalle_IA Nobody believes 1% inflation in January. I hope you're right" [X Link](https://x.com/WinnerInvestor/status/2019883207400042607) 2026-02-06T21:17Z [----] followers, [--] engagements "Good luck getting your taxes and other regulatory documents prepared by AI. @grok hallucinating big time below. Bullish $NOW -- the question is when will market realize its mistake" [X Link](https://x.com/WinnerInvestor/status/2019890662057926700) 2026-02-06T21:47Z [----] followers, [---] engagements "SOFI VALUATION AS A BANK Even if you wanted to value $SOFI as a bank $BK P/TBV [--] -- revenues up 7% YoY ROTCE 26% $JPM P/TBV [--] -- revenues up 7% YoY ROTCE 18% $SOFI P/TBV [---] -- revenues up 37% ROTCE 9% (going up to 20%s) guide confirmed for 2-3 years with 30% revenue growth 40% EPS growth. You can argue SoFi needs a higher discount due to higher risk with personal loans. Maybe. They are also significantly more capitalized and have the highest underwriting standards with personal loans and capital light LPM business. So the market doesn't yet believe $SOFI will be able to deliver. That's where" [X Link](https://x.com/WinnerInvestor/status/2019893585500332415) 2026-02-06T21:58Z [----] followers, [----] engagements "BOSS @anthonynoto with FinTech $SOFI lovers. Watching now Very bullish. We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM" [X Link](https://x.com/WinnerInvestor/status/2019893990993146048) 2026-02-06T22:00Z [----] followers, [----] engagements "@SayNoToTrading @DividendTalks Not with that management who keeps giving "floors" that gets breached every [--] months. $MOH goes into never touch box for me" [X Link](https://x.com/WinnerInvestor/status/2019894391746294162) 2026-02-06T22:02Z [----] followers, [--] engagements "@SayNoToTrading @DividendTalks $UNH with Hemsley is different" [X Link](https://x.com/WinnerInvestor/status/2019894474248208776) 2026-02-06T22:02Z [----] followers, [---] engagements "@finance_intell @anthonynoto Noto is the man. I need more $SOFI" [X Link](https://x.com/WinnerInvestor/status/2019896823536644222) 2026-02-06T22:11Z [----] followers, [---] engagements "@Ze1ooooo @AndrewDudum $SOFI is way better" [X Link](https://x.com/WinnerInvestor/status/2019897350244966524) 2026-02-06T22:13Z [----] followers, [----] engagements "@CapexAndChill I need more $MELI" [X Link](https://x.com/WinnerInvestor/status/2019898574293610603) 2026-02-06T22:18Z [----] followers, [---] engagements "BEST $SOFI interview everπ― Excellent work by @anthonynoto @FunOfInvesting and @Futurenvesting Also thank you @DataDInvesting We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM" [X Link](https://x.com/WinnerInvestor/status/2019900657629647061) 2026-02-06T22:26Z [----] followers, [----] engagements "@AverageDipBuyer best $SOFI interview so far by far" [X Link](https://x.com/WinnerInvestor/status/2019904586870591679) 2026-02-06T22:42Z [----] followers, [---] engagements "@brent_e_trader good -- end scam $hims" [X Link](https://x.com/WinnerInvestor/status/2019949987724161318) 2026-02-07T01:43Z [----] followers, [---] engagements "@QualityInvest5 I sold [--] puts $NOW" [X Link](https://x.com/WinnerInvestor/status/2019950086252556473) 2026-02-07T01:43Z [----] followers, [---] engagements "@Kajiastic @anthonynoto best $SOFI interview ever" [X Link](https://x.com/WinnerInvestor/status/2019951574697890215) 2026-02-07T01:49Z [----] followers, [---] engagements "@JuanEgana $MELI $NU better go into Argentina and get a head start fast" [X Link](https://x.com/WinnerInvestor/status/2019955659349934565) 2026-02-07T02:05Z [----] followers, [---] engagements "@optionscjp sounds like another $hims scam is coming" [X Link](https://x.com/WinnerInvestor/status/2019968830148342251) 2026-02-07T02:57Z [----] followers, [---] engagements "@SayNoToTrading @SixSigmaCapital $MA loved it at 510s -- had to sell due to margin call though. Don't fund losers by selling winners again" [X Link](https://x.com/WinnerInvestor/status/2019980043104231718) 2026-02-07T03:42Z [----] followers, [---] engagements "@MrMikeInvesting i bought a lot $now" [X Link](https://x.com/WinnerInvestor/status/2019989031317303710) 2026-02-07T04:18Z [----] followers, [---] engagements "Why does Bill McDermott only own [----] shares of $NOW" [X Link](https://x.com/WinnerInvestor/status/2020261750512447957) 2026-02-07T22:21Z [----] followers, [----] engagements "@ZenJayCfa Doesn't fit in with his I'll buy " $20m of $NOW " narrative. Bill needs to talk less and buy more. @SayNoToTrading" [X Link](https://x.com/WinnerInvestor/status/2020264197612007768) 2026-02-07T22:31Z [----] followers, [---] engagements "@DrewCohenMoney Market will likely wait for the results of q2-q3 before he gets his market cap back. I say it's oversold. $NOW" [X Link](https://x.com/WinnerInvestor/status/2020307831975551331) 2026-02-08T01:24Z [----] followers, [---] engagements "haha if the FED doesn't cut we may get into trouble by the summer. we're all very optimistic with GDP growth (likely mostly due to AI spend) though job market is cratering with Truflation saying CPI is 1%. FED says it's 2.8% If it's 1% we're restricting too much and people will continue losing jobs. it's really unacceptable how low quality data FED relies on https://twitter.com/i/web/status/2020331826909245846 https://twitter.com/i/web/status/2020331826909245846" [X Link](https://x.com/WinnerInvestor/status/2020331826909245846) 2026-02-08T03:00Z [----] followers, 14.9K engagements "@brent_e_trader $axon sell off doesn't make sense to me" [X Link](https://x.com/WinnerInvestor/status/2020340649325666409) 2026-02-08T03:35Z [----] followers, [---] engagements "@CapexAndChill thanks for sharing. Bullish $MELI Last [--] months price action doesn't make sense" [X Link](https://x.com/WinnerInvestor/status/2020342854904922145) 2026-02-08T03:44Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @insiderinvests thanks Tim. Would like to hear also buying on margin vs selling puts on margin" [X Link](https://x.com/WinnerInvestor/status/2020344836558295509) 2026-02-08T03:51Z [----] followers, [---] engagements "@goddreng10 Yes. Friday core CPI2.5% and we should run $SOFI and get a rate cut in March" [X Link](https://x.com/WinnerInvestor/status/2020459394102661615) 2026-02-08T11:27Z [----] followers, [---] engagements "@goddreng10 Prediction markets say [---] to 2.5%" [X Link](https://x.com/WinnerInvestor/status/2020466681944867223) 2026-02-08T11:56Z [----] followers, [--] engagements "@SayNoToTrading Look forward to it NOW $NOW" [X Link](https://x.com/WinnerInvestor/status/2020553336286593131) 2026-02-08T17:40Z [----] followers, [---] engagements "@brent_e_trader Thanks Brent. Good one. We gotta rebound at some point and print $NOW" [X Link](https://x.com/WinnerInvestor/status/2020555169511911460) 2026-02-08T17:47Z [----] followers, [---] engagements "@CapexAndChill any other X accounts you can recommend sharing $MELI stuff" [X Link](https://x.com/WinnerInvestor/status/2020613638781108662) 2026-02-08T21:40Z [----] followers, [--] engagements "@SayNoToTrading Smart as hell. I'd be willing to volunteer for you on my vacation from hospital" [X Link](https://x.com/WinnerInvestor/status/2020617609599930412) 2026-02-08T21:55Z [----] followers, [---] engagements "@StockMarketNerd @agnostoxxx Bill has very little stock in $NOW at the moment. Not great" [X Link](https://x.com/WinnerInvestor/status/2020625441183408237) 2026-02-08T22:27Z [----] followers, [---] engagements "@LEAPTRADER_ I am willing to buy everyone's $SOFI shares below $20 on the phone with my banker. haha" [X Link](https://x.com/WinnerInvestor/status/2020639700009263233) 2026-02-08T23:23Z [----] followers, [---] engagements "@StockMarketNerd @Benioff McDermott is stepping in. Lets see when the buy gets reported $NOW" [X Link](https://x.com/WinnerInvestor/status/2020656940574285957) 2026-02-09T00:32Z [----] followers, [---] engagements "@CarsonTalkMoney $200 by year end $NOW" [X Link](https://x.com/WinnerInvestor/status/2020663298287354348) 2026-02-09T00:57Z [----] followers, [---] engagements "@CarsonTalkMoney Most things in the area are oversold. I played with $NOW" [X Link](https://x.com/WinnerInvestor/status/2020674293802131962) 2026-02-09T01:41Z [----] followers, [---] engagements "@investingluc Good reasoning welcome to $SOFI" [X Link](https://x.com/WinnerInvestor/status/2020676317277258110) 2026-02-09T01:49Z [----] followers, [---] engagements "Good reasoning. $SOFI is my biggest position I'm in with leverage. New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind. Just https://t.co/sZun35ncpw New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be" [X Link](https://x.com/WinnerInvestor/status/2020676390945800677) 2026-02-09T01:49Z [----] followers, [----] engagements "I don't take after hours seriously. However $SOFI here is just going to rip. Friday CPI at 2.4% would be a massive tailwind. $SOFI back to $30 soon" [X Link](https://x.com/WinnerInvestor/status/2020677861120868781) 2026-02-09T01:55Z [----] followers, [----] engagements "@Futurenvesting $30 today seems reasonable. People are waking up to the $SOFI story" [X Link](https://x.com/WinnerInvestor/status/2020684121274785870) 2026-02-09T02:20Z [----] followers, [---] engagements "@DreTheGreatX Don't think that's a problem. Addressable market is way bigger than them plus $SOFI has many other offerings" [X Link](https://x.com/WinnerInvestor/status/2020690033884504407) 2026-02-09T02:43Z [----] followers, [--] engagements "@brent_e_trader good one. I'm very heavy with $NOW puts. If drops more may load up some calls" [X Link](https://x.com/WinnerInvestor/status/2020690297806803253) 2026-02-09T02:44Z [----] followers, [---] engagements "@EO_Farmer @LEAPTRADER_ I have more than 100% of my wealth in $SOFI - with leverage" [X Link](https://x.com/WinnerInvestor/status/2020699822689509507) 2026-02-09T03:22Z [----] followers, [--] engagements "According to the Cleveland FED February inflation isn't looking any better than Jan [----] at least for now. Stark contrast to @truflation One would imagine FED/BLS will start showing some of the disinflation that started showing up in Truflation January data. Not at all" [X Link](https://x.com/WinnerInvestor/status/2020705567430578281) 2026-02-09T03:45Z [----] followers, [---] engagements "@JackFarley96 @zoomyzoomm Yes. Bullish $NOW" [X Link](https://x.com/WinnerInvestor/status/2020871784988364862) 2026-02-09T14:45Z [----] followers, [---] engagements "@SayNoToTrading Why wait until $139 Why not unload it now that your thesis for this company is shook and move the cash elsewhere I unloaded mine after earnings overall near zero P/L for $MOH Thanks" [X Link](https://x.com/WinnerInvestor/status/2020903062244675827) 2026-02-09T16:50Z [----] followers, [---] engagements "@truflation @Kalshi Can BLS and Truflation be right at the same time How about get rid of BLS and contract Truflation for data @federalreserve" [X Link](https://x.com/WinnerInvestor/status/2020903333393731772) 2026-02-09T16:51Z [----] followers, [--] engagements "@anthonynoto @lindseyvonn GOD BLESS AMERICA. LFG" [X Link](https://x.com/WinnerInvestor/status/2020903962606506294) 2026-02-09T16:53Z [----] followers, [---] engagements "@kylewhitegoat Massive for $SOFI" [X Link](https://x.com/WinnerInvestor/status/2020907390254616631) 2026-02-09T17:07Z [----] followers, [---] engagements "@comic you're still short $mstr plus long $btc" [X Link](https://x.com/WinnerInvestor/status/2020912023769325947) 2026-02-09T17:25Z [----] followers, [--] engagements "@truflation @zerohedge that's where the alpha is" [X Link](https://x.com/WinnerInvestor/status/2020912632685797694) 2026-02-09T17:28Z [----] followers, [--] engagements "@Surferboy500 Not reported yet. He committed his $20m to buy $NOW I'd expect him to follow through within 2-3 weeks of that whenever he is eligible to buy again. I'm sure he will" [X Link](https://x.com/WinnerInvestor/status/2020943982738669979) 2026-02-09T19:32Z [----] followers, [---] engagements "@Tim_Sweeney_TAR Say more Tim. How is this related to $SOFI Are you referring to Treasury relaxing lending rules to have US banks buy more US treasuries" [X Link](https://x.com/WinnerInvestor/status/2020944305183965462) 2026-02-09T19:34Z [----] followers, [---] engagements "@FunOfInvesting People are waking up to $SOFI story. We saw today how they differ from $PGY" [X Link](https://x.com/WinnerInvestor/status/2020946134819274944) 2026-02-09T19:41Z [----] followers, [---] engagements "@AverageDipBuyer @MrBeast @step yeah unless their topline also starts getting a hit should be still hard to lose money. I don't have a position I took my loss and got out $PYPL" [X Link](https://x.com/WinnerInvestor/status/2020946755370782814) 2026-02-09T19:43Z [----] followers, [---] engagements "@TickerTapX @AverageDipBuyer π―he is starting to look more and more like $JPM Dimon" [X Link](https://x.com/WinnerInvestor/status/2020948482102788170) 2026-02-09T19:50Z [----] followers, [--] engagements "@AverageDipBuyer @TickerTapX Yes. He is the man. I am not selling $SOFI ALL THE WAY IN" [X Link](https://x.com/WinnerInvestor/status/2020948532736491831) 2026-02-09T19:50Z [----] followers, [--] engagements "@CCPool_Daniel Did you close all your shorts Only long here" [X Link](https://x.com/WinnerInvestor/status/2020948900388143220) 2026-02-09T19:52Z [----] followers, [---] engagements "@CCPool_Daniel Agreed -- don't see how this creates value at all for Coinbase" [X Link](https://x.com/WinnerInvestor/status/2020949098732584981) 2026-02-09T19:53Z [----] followers, [--] engagements "@AverageDipBuyer @MrBeast @step I'm not touching it. Though I hear you" [X Link](https://x.com/WinnerInvestor/status/2020957528386044329) 2026-02-09T20:26Z [----] followers, [--] engagements "@Pharmdca Agreed very bullish [----] for $SOFI" [X Link](https://x.com/WinnerInvestor/status/2020960129148162294) 2026-02-09T20:36Z [----] followers, [---] engagements "@comic @hillery_dan seriously wtf -- I wonder who they're getting rich with their buys $mstr" [X Link](https://x.com/WinnerInvestor/status/2020969277642121434) 2026-02-09T21:13Z [----] followers, [--] engagements "@insiderinvests $SOFI moves fast" [X Link](https://x.com/WinnerInvestor/status/2020970295767728380) 2026-02-09T21:17Z [----] followers, [---] engagements "@Ze1ooooo you're out of $sofi" [X Link](https://x.com/WinnerInvestor/status/2020987533140820043) 2026-02-09T22:25Z [----] followers, [---] engagements "@comic @phongle @Strategy @FoxBusiness @LizClaman $MSTR made no real explanation about how they are able to buy $BTC at 20% premium" [X Link](https://x.com/WinnerInvestor/status/2020990805196910752) 2026-02-09T22:38Z [----] followers, [---] engagements "@truflation @valeteru Cleveland FED February estimates are not low either" [X Link](https://x.com/WinnerInvestor/status/2020993391161389161) 2026-02-09T22:49Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @VadimKotlarov @Frugalbuck It's like money market funds flowing into UST -- Eg Tether has a lot of US Treasuries. Imagine a lot of people ex-US holding UST That's probably why Bessent says CLARITY act is essential. They gotta get this done" [X Link](https://x.com/WinnerInvestor/status/2021030182807867753) 2026-02-10T01:15Z [----] followers, [--] engagements "@Stack_Assets @comic @hillery_dan yeah if I want leverage I can buy $BTC with leverage. Why bother with $MSTR" [X Link](https://x.com/WinnerInvestor/status/2021032376382713881) 2026-02-10T01:24Z [----] followers, [--] engagements "no Tim we need $SOFI $30 tomorrowππ Jokes aside I don't see how $SOFI loses us money at this multiple with the present guidance. Only if we dive again and end up with a margin call and are forced to sell. Friday AM CPI will be important. Truflation is 1% but BLS doesn't see it. https://twitter.com/i/web/status/2021041006259376608 https://twitter.com/i/web/status/2021041006259376608" [X Link](https://x.com/WinnerInvestor/status/2021041006259376608) 2026-02-10T01:58Z [----] followers, [---] engagements "@SayNoToTrading @michaeljburry Draw some more lines Burry. $MOH worked out great. We appreciate it" [X Link](https://x.com/WinnerInvestor/status/2021041315874796003) 2026-02-10T01:59Z [----] followers, [---] engagements "@BillRMcDermott Thanks boss. Let's see the $20m buy please. $NOW" [X Link](https://x.com/WinnerInvestor/status/2021053844042678346) 2026-02-10T02:49Z [----] followers, [----] engagements "@Tim_Sweeney_TAR @Frugalbuck I hope it works. $NU $MELI have significant operations there and $NU wants to be a US bank too. $SOFI is ALL AMERICAN. I hope they get the lead on this" [X Link](https://x.com/WinnerInvestor/status/2021058749876809960) 2026-02-10T03:08Z [----] followers, [---] engagements "Noto is a genius for doing this and Tim is the GOAT here for explaining this. It's not just remittances. It's the international business money transfer. Cooking. Noto is now in touch with Bessent too with the Trump accounts. I hope SoFiUSD/stable coin CLARITY gets thru soon. https://twitter.com/i/web/status/2021060345813450879 https://twitter.com/i/web/status/2021060345813450879" [X Link](https://x.com/WinnerInvestor/status/2021060345813450879) 2026-02-10T03:15Z [----] followers, [---] engagements "@degeninvestor7 That MLR theyre hit hard $oscr" [X Link](https://x.com/WinnerInvestor/status/2021181660637593670) 2026-02-10T11:17Z [----] followers, [---] engagements "@SayNoToTrading @10009nyny @CHItraders you're catching even $schw" [X Link](https://x.com/WinnerInvestor/status/2021281758059127098) 2026-02-10T17:54Z [----] followers, [---] engagements "@SayNoToTrading @10009nyny @CHItraders amazing I remember insider buys at $SCHW around that time" [X Link](https://x.com/WinnerInvestor/status/2021282390623105172) 2026-02-10T17:57Z [----] followers, [---] engagements "@brent_e_trader They're grabbing more market share. I don't care as much about the top line but their margin expectations with the increase in the top line seems very optimistic. Let's see. Another $MOH in the making (missing guides)" [X Link](https://x.com/WinnerInvestor/status/2021286676484563373) 2026-02-10T18:14Z [----] followers, [---] engagements "@SayNoToTrading @10009nyny @CHItraders $INTU still can't catch a breath" [X Link](https://x.com/WinnerInvestor/status/2021288659324899682) 2026-02-10T18:22Z [----] followers, [---] engagements "REGARDING $SOFI SHARE PRICE $SOFI share price will follow when the management delivers the 30% YoY revenue growth and 40% EPS growth. Market is not buying in the growth story and the uncertainty around rates and economy are compressing the stock multiple. It's just math. Even with some multiple compression the stock has to appreciate over the next [--] months PENDING delivery of earnings. Back of napkin conservative math [----] EPS $0.7 x40 = $28 [----] EPS $1.0 x35 = $35 [----] EPS $1.4 x30 = $42 https://twitter.com/i/web/status/2021293638538473883 https://twitter.com/i/web/status/2021293638538473883" [X Link](https://x.com/WinnerInvestor/status/2021293638538473883) 2026-02-10T18:42Z [----] followers, [----] engagements "@SayNoToTrading @gurufocus $INTU is the one I'm after. Keeps falling" [X Link](https://x.com/WinnerInvestor/status/2021318939200868804) 2026-02-10T20:22Z [----] followers, [---] engagements "@RealEJAntoni When will BLS see below 2% core CPI @truflation" [X Link](https://x.com/WinnerInvestor/status/2021324171813310694) 2026-02-10T20:43Z [----] followers, [--] engagements "Here is why the @federalreserve is always late. People keep reading that rents are coming down but inflation is "sticky" despite housing comprising 40% of inflation. FED needs some tech support. They are too bureaucratic and backward looking. They don't need more economists. They need more engineers. https://twitter.com/i/web/status/2021326894814122007 https://twitter.com/i/web/status/2021326894814122007" [X Link](https://x.com/WinnerInvestor/status/2021326894814122007) 2026-02-10T20:54Z [----] followers, [---] engagements "@tenet_research Somebody please explain to me why $UPST should have a higher multiple than $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021330825040519399) 2026-02-10T21:09Z [----] followers, [---] engagements "@Veganhippo21 @davegirouard @HenryInvests Market likes it $UPST" [X Link](https://x.com/WinnerInvestor/status/2021331101265129672) 2026-02-10T21:11Z [----] followers, [---] engagements "@HoriaManole @tenet_research I think $SOFI deserves a higher multiple. Similar revenue growth at 35% $SOFI is way more diversified" [X Link](https://x.com/WinnerInvestor/status/2021331471332671799) 2026-02-10T21:12Z [----] followers, [--] engagements "@Veganhippo21 @davegirouard @HenryInvests Why would anybody give this company higher multiple vs $SOFI Similar revenue growth YoY 35% SoFi is a much larger company with way more diversified revenues" [X Link](https://x.com/WinnerInvestor/status/2021331666778964113) 2026-02-10T21:13Z [----] followers, [---] engagements "@EO_Farmer I bet we will be at a much better spot in [--] months. CPI is trending down. Am I too bullish" [X Link](https://x.com/WinnerInvestor/status/2021332180123910505) 2026-02-10T21:15Z [----] followers, [---] engagements "@StonkChris I hope so @BillRMcDermott is the CEO I want at $NOW I hope he loads up soon to mark the bottom with a nice insider buy as promised" [X Link](https://x.com/WinnerInvestor/status/2021332908443828325) 2026-02-10T21:18Z [----] followers, [---] engagements "@Veganhippo21 @davegirouard @HenryInvests I hear you but why care if it's a factory vs software and label things Why not look at revenue growth and diversity/consistency of revenues" [X Link](https://x.com/WinnerInvestor/status/2021333683639288273) 2026-02-10T21:21Z [----] followers, [--] engagements "@Biotech2k1 Since you are really a "value" investor help me understand if you could why $UPST deserves a higher multiple over $SOFI. $SOFI has a diversified revenue stream (half non-personal loan) and puts out similar revenue growth (35%)" [X Link](https://x.com/WinnerInvestor/status/2021335605331017861) 2026-02-10T21:28Z [----] followers, [---] engagements "@RealEJAntoni Where is the tariff inflation and all that Prices went up in Q2 to Q3 and now they're down with trade deals" [X Link](https://x.com/WinnerInvestor/status/2021338429112696862) 2026-02-10T21:40Z [----] followers, [--] engagements "@Biotech2k1 I still haven't seen your DCF on $SOFI E.g. what numbers you plugged in. Thanks" [X Link](https://x.com/WinnerInvestor/status/2021338548255981991) 2026-02-10T21:40Z [----] followers, [---] engagements "@Biotech2k1 Yes one can argue their revenue growth going to tank big time. FYI: I am not bearish $UPST at all and they will probably beat in 2026" [X Link](https://x.com/WinnerInvestor/status/2021340054480880022) 2026-02-10T21:46Z [----] followers, [---] engagements "@Biotech2k1 keep us posted - thanks. Would love to see your DCF for $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021345615549169756) 2026-02-10T22:08Z [----] followers, [---] engagements "@NickTimiraos @UnderBridgeFund Nick when are you sharing CPI core CPI estimates table of yours" [X Link](https://x.com/WinnerInvestor/status/2021345816024318259) 2026-02-10T22:09Z [----] followers, [--] engagements "@Biotech2k1 I respect the analysis though if we are down to 4% YoY growth after [----] that means the company is a bust. [--] years 40% (official EPS guide) another [--] years at 30% then I'd expect at least another 3-5 years at 20% $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021352612323594351) 2026-02-10T22:36Z [----] followers, [--] engagements "@EO_Farmer need low 2%s core CPI for 2-3 more months. If you believe Truflation which has a great track record we should be getting to 2% in a few months given the BLS delay" [X Link](https://x.com/WinnerInvestor/status/2021353355285758335) 2026-02-10T22:39Z [----] followers, [--] engagements "@Biotech2k1 I agree with you that growth should continue getting lower. What I don't agree with is that terminal growth of 4% kicks in about [--] years or so" [X Link](https://x.com/WinnerInvestor/status/2021355201962311827) 2026-02-10T22:46Z [----] followers, [--] engagements "@AxiaozCn @Biotech2k1 I feel they have shady practices. They also started gambling markets this year. Not my preference" [X Link](https://x.com/WinnerInvestor/status/2021355479491096870) 2026-02-10T22:47Z [----] followers, [--] engagements "@Biotech2k1 Probably. I don't see it in your tweet either. Bottom line is if the management delivers their guidance $SOFI should be way higher. We will all see the results. Thank you" [X Link](https://x.com/WinnerInvestor/status/2021355682688311554) 2026-02-10T22:48Z [----] followers, [--] engagements "@StockMarketNerd Give me the higher multiple. $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021355900922134751) 2026-02-10T22:49Z [----] followers, [----] engagements "@Biotech2k1 Fair enough I tend to be too bullish. Conservative bet (they always beat so far): EPS $0.6 in [----] (40% EPS growth) x40 $24 EPS $0.84 in [----] (40% EPS growth) x35 $29 EPS $1.18 in [----] (40% EPS growth) x30 $35 This should be the floor barring a massive macro event" [X Link](https://x.com/WinnerInvestor/status/2021356673055838555) 2026-02-10T22:52Z [----] followers, [--] engagements "@EleanorTerrett @GoldmanSachs @jpmorgan @BankofAmerica @WellsFargo @Citi @PNCBank White House leading this. Let's get it thru finish line" [X Link](https://x.com/WinnerInvestor/status/2021357456891457875) 2026-02-10T22:55Z [----] followers, [--] engagements "@Biotech2k1 Hard to judge a growing lender/fintech with FCF" [X Link](https://x.com/WinnerInvestor/status/2021360503327780971) 2026-02-10T23:07Z [----] followers, [--] engagements "@RealEJAntoni Criminal. He was asleep at the wheel. Biden was elected not his far left staff" [X Link](https://x.com/WinnerInvestor/status/2021364484821090451) 2026-02-10T23:23Z [----] followers, [---] engagements "@ramahluwalia do you see high beta coming back with ongoing QE and rate cuts" [X Link](https://x.com/WinnerInvestor/status/2021418714273546371) 2026-02-11T02:59Z [----] followers, [---] engagements "@goddreng10 Why the hell all the Fed Presidents talking about sticky inflation now" [X Link](https://x.com/WinnerInvestor/status/2021451030375039492) 2026-02-11T05:07Z [----] followers, [--] engagements "@yieldsearcher Lets get [---] to [---] CPI Based on Truflation data BLS should hit 2% by the summer" [X Link](https://x.com/WinnerInvestor/status/2021585253408616797) 2026-02-11T14:00Z [----] followers, [---] engagements "@Biotech2k1 Exactly right. "Only in fintech can a company report growth better than the Mag [--] and crash 30% after."" [X Link](https://x.com/WinnerInvestor/status/2021651790836772899) 2026-02-11T18:25Z [----] followers, [---] engagements "@RentYourStocks wild -- what do you do" [X Link](https://x.com/WinnerInvestor/status/2021659505847877949) 2026-02-11T18:56Z [----] followers, [---] engagements "@marketswithmay their earnings call was pointless and hurt their brand" [X Link](https://x.com/WinnerInvestor/status/2021668377530663222) 2026-02-11T19:31Z [----] followers, [--] engagements "@comic he is probably buying $btc at $78k as we speak" [X Link](https://x.com/WinnerInvestor/status/2021682603288371346) 2026-02-11T20:27Z [----] followers, [---] engagements "@derekquick1 You have some fair points. I am long $UNH too -- I hope they go to $500 this year" [X Link](https://x.com/WinnerInvestor/status/2021691781524463722) 2026-02-11T21:04Z [----] followers, [---] engagements "@SayNoToTrading @BillRMcDermott He lost my confidence after I saw lack of his insider ownership/buys. All talk no buys" [X Link](https://x.com/WinnerInvestor/status/2021692966776033722) 2026-02-11T21:08Z [----] followers, [---] engagements "People think most SP500 stocks are overvalued especially high-beta (I disagree). Plus they got worried about Kevin Warsh (QT) Iran inflation govt shutdowns People wanted to lock in gains after a few years of solid gains. I lost most my money in the last [--] weeks. Things fall despite great earnings. I don't see how/when this will resolve. What is even more concerning is if SP500 also starts going down these high beta almost always follows down harder. This is my explanation. What do you think is the reason https://twitter.com/i/web/status/2021693910448320707" [X Link](https://x.com/WinnerInvestor/status/2021693910448320707) 2026-02-11T21:12Z [----] followers, [--] engagements "@Tim_Sweeney_TAR Tim what do you make of the recent sell off in high-beta including $SOFI. Maybe unlike some (or most) SoFi Q4 earnings were pristine and guide was pretty good too. The indiscriminate sell off in the sector is very concerning to me when SP500 is at ATH. Thanks" [X Link](https://x.com/WinnerInvestor/status/2021696001321451591) 2026-02-11T21:21Z [----] followers, [---] engagements "@comic @hillery_dan I mean they're buying $BTC at a 20% premium. Who doesn't want that :)" [X Link](https://x.com/WinnerInvestor/status/2021710132942414069) 2026-02-11T22:17Z [----] followers, [--] engagements "@StockMarketNerd @PythiaR $NOW is NOW out of business vibe coders doing some Claude work. 50% haircut and x10 forward multiple needed π" [X Link](https://x.com/WinnerInvestor/status/2021710588632842599) 2026-02-11T22:19Z [----] followers, [---] engagements "@Futurenvesting Looks great. Each month that goes by $SOFI trades at a steeper discount" [X Link](https://x.com/WinnerInvestor/status/2021711811309977999) 2026-02-11T22:23Z [----] followers, [---] engagements "@Tim_Sweeney_TAR this time we didn't have the "run up" prior to the earnings. maybe due to the overall uncertainty and share offering. let's hope for a bounce back soon Friday AM CPI 2.4% to 2.5% should be received well" [X Link](https://x.com/WinnerInvestor/status/2021716494850085039) 2026-02-11T22:42Z [----] followers, [---] engagements "@comic At least $80k magical buys by Saylor this week" [X Link](https://x.com/WinnerInvestor/status/2021736571683098741) 2026-02-12T00:02Z [----] followers, [--] engagements "@JurgenSkenderi2 @SoFiIR @anthonynoto @SoFi Yeah most analysts are still lagging. Plus many websites haven't updated their metrics with Q4 results. Bullish $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021742859238396323) 2026-02-12T00:27Z [----] followers, [--] engagements "@JuanRodrig07 @Futurenvesting We need sentiment to change. This is no longer bearableπ" [X Link](https://x.com/WinnerInvestor/status/2021744959519334679) 2026-02-12T00:35Z [----] followers, [--] engagements "@BrianKonczyk @Tim_Sweeney_TAR Being in SP500 will help no doubt. $HOOD certainly took a big hit down. Issue is it's more of a cyclical business and for whatever reason market is hating high beta right now. $BTC $ETH $BMNR and all FinTech is in a bear market" [X Link](https://x.com/WinnerInvestor/status/2021748052680454499) 2026-02-12T00:47Z [----] followers, [---] engagements "@Tim_Sweeney_TAR @BrianKonczyk π― It is scary that we had a large pullback in $SOFI and most other FinTech despite S&P500 being at all time high. That's the scary part. If S&P500 pulls back 5-10% then what We go down another 20-30%" [X Link](https://x.com/WinnerInvestor/status/2021752603370037553) 2026-02-12T01:05Z [----] followers, [---] engagements "@truflation Nobody believes this" [X Link](https://x.com/WinnerInvestor/status/2021818716267164013) 2026-02-12T05:28Z [----] followers, [--] engagements "@InvestingDE Bill needs to buy on the open market" [X Link](https://x.com/WinnerInvestor/status/2021921124607832395) 2026-02-12T12:15Z [----] followers, [---] engagements "@Fuga7i Bubble no way. Whatever OpenAI or Anthropic touch goes 50% on sale" [X Link](https://x.com/WinnerInvestor/status/2021928123970064587) 2026-02-12T12:43Z [----] followers, [--] engagements "@SayNoToTrading it's bad. Like Bill not buying $NOW" [X Link](https://x.com/WinnerInvestor/status/2022022358735941703) 2026-02-12T18:57Z [----] followers, [---] engagements "@EricSoda @sstrazza April [----] moment for software and high beta" [X Link](https://x.com/WinnerInvestor/status/2022028289498546669) 2026-02-12T19:21Z [----] followers, [--] engagements "@samsolid57 $MELI priced criminally. Brazil is doing well. Argentina is getting better. Venezuela is a call option too" [X Link](https://x.com/WinnerInvestor/status/2022049209336442881) 2026-02-12T20:44Z [----] followers, [---] engagements "@kylewhitegoat High beta sell off taking $SOFI down with it. Non-discriminatory hit job" [X Link](https://x.com/WinnerInvestor/status/2022049781422731695) 2026-02-12T20:46Z [----] followers, [----] engagements "@yieldsearcher Either CPI leaked out and is hot OR Sentiment is way OFF" [X Link](https://x.com/WinnerInvestor/status/2022053629293896106) 2026-02-12T21:02Z [----] followers, [---] engagements "@yieldsearcher Fair enough. Bond market today implies they're extra cold but high-beta still sold off. Doesn't add up. There is a BIG rotation in market" [X Link](https://x.com/WinnerInvestor/status/2022054453470482616) 2026-02-12T21:05Z [----] followers, [--] engagements "@oguzerkan bullish" [X Link](https://x.com/WinnerInvestor/status/2022078518667182479) 2026-02-12T22:41Z [----] followers, [---] engagements "@DeItaone Merz is a smart dude. We as Americans want a strong independent Europe. We're allies" [X Link](https://x.com/WinnerInvestor/status/2022328924299264145) 2026-02-13T15:16Z [----] followers, [---] engagements "$ODFL had a nice bounce back from $130s. Good game" [X Link](https://x.com/WinnerInvestor/status/2018362366287647060) 2026-02-02T16:34Z [----] followers, [---] engagements "I want to hold $SOFI for [--] years when it starts paying dividend and is a $400bn company" [X Link](https://x.com/WinnerInvestor/status/2020360841619542252) 2026-02-08T04:55Z [----] followers, 16.9K engagements "$SOFI earnings estimates [----] -- $0.62 (guide $0.6) expect $0.72 [----] -- $0.83 (guide estimate $0.8) expect $1.0 [----] -- $1.09 (guide estimate $1.12) expect $1.4 Street does not believe $SOFI will deliver the growth. IF AND IF the growth is delivered multiple will follow. Seems hard to lose money over 12-18 months. Not investment advice. https://twitter.com/i/web/status/2021751053109125279 https://twitter.com/i/web/status/2021751053109125279" [X Link](https://x.com/WinnerInvestor/status/2021751053109125279) 2026-02-12T00:59Z [----] followers, [----] engagements "@CapexAndChill [--] lost years for buy hold $MELI investors. I do agree it's cheap. We will see next week what the market thinks" [X Link](https://x.com/WinnerInvestor/status/2022537284050993570) 2026-02-14T05:04Z [----] followers, [---] engagements "@BourbonCap $SOFI is just starting. Can't wait to see how far they get in 2-3 years" [X Link](https://x.com/WinnerInvestor/status/2022763303743680806) 2026-02-14T20:02Z [----] followers, [----] engagements "Analyst EPS estimates are way lower than the official guide. Guide (40% YoY EPS growth) $0.6 [----] $0.84 [----] $1.17 [----] My estimate 45% YoY EPS $0.72 [----] x40 multiple $28.8 ($30) $1.04 [----] x38 multiple $39.5 $1.45 [----] x35 multiple $51 Based on this $SOFI should be in low $30s today. https://twitter.com/i/web/status/2022852458880307444 https://twitter.com/i/web/status/2022852458880307444" [X Link](https://x.com/WinnerInvestor/status/2022852458880307444) 2026-02-15T01:56Z [----] followers, [---] engagements "Recession odds down from 67% to 0% πππ $SOFI $UPST $LC $PGY love this" [X Link](https://x.com/WinnerInvestor/status/2014866123607449989) 2026-01-24T01:01Z [----] followers, [----] engagements "Bond market waking up to disinflation story Banks/lenders/FinTech should benefit $SOFI $LC $UPST Cut rates now" [X Link](https://x.com/WinnerInvestor/status/2021295613506445627) 2026-02-10T18:50Z [----] followers, [---] engagements "@goddreng10 Crazy discrepancy between BLS and Truflation. FED is backward looking. It's not helping. Every uncertainty weighs $UPST $LC $SOFI down" [X Link](https://x.com/WinnerInvestor/status/2021329263329255754) 2026-02-10T21:03Z [----] followers, [---] engagements "@Veganhippo21 Somebody please explain to me why $UPST should have a higher multiple than $SOFI" [X Link](https://x.com/WinnerInvestor/status/2021330876483637340) 2026-02-10T21:10Z [----] followers, [---] engagements "@goddreng10 If CPI comes in hotter than expected we're in for another ride down. Sentiment for reasons I don't understand is near April [----] for $SOFI $UPST" [X Link](https://x.com/WinnerInvestor/status/2022042767455908053) 2026-02-12T20:18Z [----] followers, [---] engagements "@truflation Based on Truflation February should come like 1.5% BLS will be 2.5%ish. Let's see how you adjust that and predict that in [--] weeks" [X Link](https://x.com/WinnerInvestor/status/2022327026514850136) 2026-02-13T15:08Z [----] followers, [---] engagements "@Tim_Sweeney_TAR I need to buy some calls around here. $SOFI" [X Link](https://x.com/WinnerInvestor/status/2022855271811285066) 2026-02-15T02:07Z [----] followers, [--] engagements "What if Elon Musk bought @SoFi and integrated it into @X π₯π Elon is on record about making the "everything app" and acquiring $SOFI could supercharge this by adding debit/credit cards P2P payments investing loans and more. SoFi would also benefit from referrals into their ecosystem. This would be beneficial for all Americans given $SOFI's unique position in helping people get their money right. @elonmusk and @anthonynoto are both top-notch leaders and this could create an exciting synergy. https://twitter.com/i/web/status/2012574981910114514" [X Link](https://x.com/WinnerInvestor/status/2012574981910114514) 2026-01-17T17:17Z [----] followers, [----] engagements "@insiderinvests Very good first $LC then $UPST now $SOFI" [X Link](https://x.com/WinnerInvestor/status/2020554161729818848) 2026-02-08T17:43Z [----] followers, [---] engagements "@brent_e_trader Unlike prior days $spy dropped and $vix spiked on top of high beta sell off (similar to last Thursday)" [X Link](https://x.com/WinnerInvestor/status/2022199317436723229) 2026-02-13T06:41Z [----] followers, [--] engagements "@CapexAndChill Currently trading at some of the lowest historical multiples $MELI I like the results. Let's see next week" [X Link](https://x.com/WinnerInvestor/status/2022538800539250918) 2026-02-14T05:10Z [----] followers, [---] engagements "in [--] days we get January CPI. 2.4% to 2.5% is expected down from December. Should be a good upward catalyst. $SOFI $LC $UPST $SPY" [X Link](https://x.com/WinnerInvestor/status/2019073687106801772) 2026-02-04T15:40Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@WinnerInvestor Winner Investor MDWinner Investor MD posts on X about $sofi, $now, inflation, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 100% stocks 68.4% cryptocurrencies 13.85% technology brands 6.49% countries 2.16% financial services 1.3% exchanges 0.43% social networks 0.43% celebrities 0.43%
Social topic influence $sofi #21, $now #106, inflation #806, bullish #1543, $upst #77, $meli #36, $moh #47, money 4.33%, $mstr 3.9%, business 3.46%
Top accounts mentioned or mentioned by @saynototrading @biotech2k1 @truflation @timsweeneytar @goddreng10 @tim_sweeney_tar @anthonynoto @brentetrader @capexandchill @averagedipbuyer @comic @veganhippo21 @stockmarketnerd @briankonczyk @henryinvests @futurenvesting @carsontalkmoney @yieldsearcher @stockmeetups @brent_e_trader
Top assets mentioned RAI Finance (SOFI) Now Coin (NOW) Upstart Holdings, Inc. (UPST) MercadoLibre Inc (MELI) Molina Healthcare, Inc. (MOH) Strategy (MSTR) UnitedHealth Group (UNH) Bitcoin (BTC) Intuit Inc. (INTU) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) SPDR S&P [---] ETF Trust (SPY) Mastercard, Inc. (MA) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) PayPal Holdings Inc (PYPL) JPMorgan Chase (JPM) NuCypher (NU) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Charles Schwab Corporation (SCHW) Vixco (VIX) US Bancorp (USB) Booz Allen Hamilton Holding, Corp. (BAH) Elevance Health Inc (ELV) Alphabet Inc Class A (GOOGL) Metadium (META) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Bank of New York Mellon Corp (BK) Axon Enterprise, Inc. (AXON)
Top posts by engagements in the last [--] hours
"ON INFLATION RATE IN [----] Cleveland FED February inflation data NOT looking great so far Cleveland FED and @truflation diverging significantly We heard the @truflation and Trump administration explanation that @BLS_gov is lagging and how they measure housing inflation sucks and all that. If the @federalreserve claims to be data dependent they OWE American people an explanation as to why the rates remain high why they need to remain high and why Americans need to keep paying higher interest rates for their loans (e.g. mortgages). https://twitter.com/i/web/status/2021719894132502861"
X Link 2026-02-11T22:55Z [----] followers, [---] engagements
"@SayNoToTrading @ryu_tay @fintegrate @SixSigmaCapital They all have their places in the hospital. I don't own any though. It's like pharma. Needs a lot of babysitting and I am not the one to judge the MOAT of imaging software. I wouldn't touch anything except Pro Medicus"
X Link 2026-01-18T23:08Z [----] followers, [---] engagements
"@RealMattMoney @PalmerLuckey VG is how you're playing this Matt"
X Link 2026-01-19T04:18Z [----] followers, [---] engagements
"Pretty good quarter by US bank $USB Large banks are rock solid. $SOFI will triple beat"
X Link 2026-01-20T21:19Z [----] followers, [----] engagements
"Why not match category weights the same as BLS CPI Nobody believes US CPI is 1.21% @truflation US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies -"
X Link 2026-01-23T13:25Z [----] followers, [----] engagements
"Looking for the bear thesis for $NOW $INTU $MA $V Thank you in advance"
X Link 2026-01-24T02:35Z [----] followers, [----] engagements
"SoFi IS EXECUTING WELL $SOFI is printing from loan platform fees up from $78m to $385m massive growth over [--] months (Q1-Q3). Sales and marketing increasing to bring in new members from $567m to $790m. Loan platform business has tremendous growth opportunity out there and $SOFI is executing. Let's see if they expand it in [----]. $45 in [----] is a reasonable target π₯π https://twitter.com/i/web/status/2015146517934276725 https://twitter.com/i/web/status/2015146517934276725"
X Link 2026-01-24T19:35Z [----] followers, 16.7K engagements
"Is this why $BAH donated to the ball room Booz Allen Hamilton would end if Federal govt cancelled their contracts with them. $PLTR would likely be a winner given the defense and intelligence component"
X Link 2026-01-26T21:13Z [----] followers, [---] engagements
"$ELV Gail must be killing it on the earnings call. I would not mess with the Gail Force. Opened 8% down pre-market Up 4% already"
X Link 2026-01-28T14:49Z [----] followers, [---] engagements
"Markets are reading Warsh wrong. See below. [----] will be excellent for both Main Street and Wall Street. ππ NEW: Stan Druckenmiller on Kevin Warsh "The branding of Kevin as someone whos always hawkish is not correct Im really excited about the partnership between him and Bessent. Having an accord between the Treasury Secretary and Fed Chair is ideal." https://t.co/foIt0Tdtgp NEW: Stan Druckenmiller on Kevin Warsh "The branding of Kevin as someone whos always hawkish is not correct Im really excited about the partnership between him and Bessent. Having an accord between the Treasury"
X Link 2026-01-31T18:51Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @bryanaat @Flobert77324715 @anthonynoto How come S&P keeps going up and $SOFI is going down Last 2-3 weeks have been brutal without great reason. I'd get it if S&P was tanking at the same time"
X Link 2026-02-03T01:08Z [----] followers, [---] engagements
"@goddreng10 @HenryInvests very bullish -- loans are doing great no doubt. crazy to sell $sofi $lc $upst here"
X Link 2026-02-03T22:16Z [----] followers, [---] engagements
"@Ze1ooooo @BrandonWealth any leverage I'm down to 400k from 970k in 10days $sofi $mstr"
X Link 2026-02-04T01:30Z [----] followers, [---] engagements
"@Micro2Macr0 Howard Lutnick-Cantor Fitzgerald largest position is $MSTR"
X Link 2026-02-04T12:23Z [----] followers, [----] engagements
"$SOFI is an excellent business growing revenues 35% YoY EPS 40% YoY. Many tailwinds. Excellent leadership. Multiple compressed significantly and long-term visibility is here. A lot of uncertainty market worries about FED/Warsh Crypto/Dollar Gold/Silver Iran AI weighing the stock down. Reminds me of the tariffs in April [----]. I am not selling. $SOFI $40 by the end of the year is reasonable"
X Link 2026-02-04T14:25Z [----] followers, [----] engagements
"I see signs of reversal. Is this the final dip $SOFI"
X Link 2026-02-04T15:14Z [----] followers, [----] engagements
"I AM ALL IN $SOFI Big boys can only manipulate a smaller competitor for so long. Despite the best quarter ever $SOFI tanked 30% YTD Valuation is right for me. I am ALL in. SoFi will continue to deliver and when earnings are delivered nobody can mess with $SOFI share price. BRING IT ON https://twitter.com/i/web/status/2019147918309998749 https://twitter.com/i/web/status/2019147918309998749"
X Link 2026-02-04T20:35Z [----] followers, 11.8K engagements
"$UNH may be the most hated stock on the market"
X Link 2026-02-04T20:38Z [----] followers, [----] engagements
"What will turn the market around"
X Link 2026-02-05T18:15Z [----] followers, [---] engagements
"$MOH crashes big time also. We are tired of winning yet"
X Link 2026-02-05T21:20Z [----] followers, [----] engagements
"@TribeRuffner total destruction. been bad. $unh $moh"
X Link 2026-02-05T21:28Z [----] followers, [----] engagements
"@finance_intell crazy stuff -- market treats them like they are losing money -- see $MOH (who is actually losing money)"
X Link 2026-02-05T21:39Z [----] followers, [---] engagements
"Fellas $AMZN is printing money $GOOG is printing money $META is printing money $MSFT is printing money $NOW is printing money $PLTR is printing money $SOFI is printing money And these are near all time lows That sounds like a massive discount"
X Link 2026-02-05T22:15Z [----] followers, [----] engagements
"@brent_e_trader I'm convinced $LLY $NVO deal was part of FDA crackdown on fake $HIMS"
X Link 2026-02-06T02:40Z [----] followers, [---] engagements
"Everybody knows $SOFI is cheap here EVP Eric Schuppenhauer is top notch. He bought last year too. As is many other names. Who is selling Other than margin call deleveraging and wall st shorting to benefit from this I do not know $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan"
X Link 2026-02-06T02:49Z [----] followers, [----] engagements
"@optionscjp heavy leverage $sofi $mstr $moh $unh $amzn all had terrible moves"
X Link 2026-02-06T03:06Z [----] followers, [---] engagements
"@oguzerkan You like $AMD more than $NVDA"
X Link 2026-02-06T10:52Z [----] followers, [---] engagements
"@Biotech2k1 Respect how bearish you remain. P/TBV [--] revenues growing 35% YoY EPS 40% YoY for at least [--] years"
X Link 2026-02-06T11:18Z [----] followers, [--] engagements
"@goddreng10 @himshouse Yes somebody even less powerful to get a ruling that puts $hims knock offs off the market"
X Link 2026-02-06T11:28Z [----] followers, [---] engagements
"$NOW better turn around NOW. What a mess"
X Link 2026-02-06T15:22Z [----] followers, [---] engagements
"@Biotech2k1 Show us what numbers you put in"
X Link 2026-02-06T15:50Z [----] followers, [--] engagements
"@SayNoToTrading Joe needs to be fired. What a mess. QoQ "floor". Terrible management with no insight"
X Link 2026-02-06T16:11Z [----] followers, [---] engagements
"We moon after CPI is out Friday morning. Sentiment is changing already. $SOFI"
X Link 2026-02-06T16:25Z [----] followers, [----] engagements
"Loaded up on $MELI"
X Link 2026-02-06T16:29Z [----] followers, [---] engagements
"@DeuceCabooseSki @MagaGrunt1 likely -- fyi I'm brown"
X Link 2026-02-06T17:54Z [----] followers, [--] engagements
"Glad I dumped this waste $PYPL and took my loss. Q4 [----] earnings call was the worst I have ever listened to. No plans. Interim CEO saying "things like that" [--] times. Plenty of other excellent companies out there at fair prices"
X Link 2026-02-06T18:08Z [----] followers, [----] engagements
"$SOFI Q4 [----] earnings call was 9/10. Clear guide excellent team. Multiple compression was market wide. Analysts/websites still haven't updated their numbers e.g. P/TBV. After good Jan CPI we start a bull run. EOY $30 is very reasonable multiple at $0.7 EPS -- I can see $45 too. https://twitter.com/i/web/status/2019839276020822225 https://twitter.com/i/web/status/2019839276020822225"
X Link 2026-02-06T18:23Z [----] followers, [---] engagements
"@cvpayne Will be a lot lower. people are still too bearish. Give it 3-6 more months"
X Link 2026-02-06T18:24Z [----] followers, [--] engagements
"@dlacalle_IA Inflation is coming down. Feb CPI will have some good numbers March CPI will mark it Q2 onwards bull market easy. $SOFI"
X Link 2026-02-06T18:39Z [----] followers, [--] engagements
"@truflation @unusual_whales ask it again [--] months"
X Link 2026-02-06T18:43Z [----] followers, [--] engagements
"@DeepValueBagger Thanks for sharing. Im down 60% YTD. What were you in and how much % dropped Mine were $SOFI $MSTR $UNH $MOH"
X Link 2026-02-06T19:45Z [----] followers, [---] engagements
"$NOW Going to zero or will go back to $150 soon I'm bullish"
X Link 2026-02-06T20:33Z [----] followers, [---] engagements
"@oguzerkan Yeah bought more today. $MELI"
X Link 2026-02-06T20:34Z [----] followers, [----] engagements
"@brent_e_trader Are we going to ban Anthrophic This BS is creating good opportunities while we go bankrupt"
X Link 2026-02-06T20:42Z [----] followers, [--] engagements
"Weekly update. Terrible week. Lost [--] months of progress in [--] days due to extremely high risk moves and losses mainly in $MSTR $SOFI $NOW $UNH $MOH "Hopeful" will close the year in the green will keep you posted"
X Link 2026-02-06T21:03Z [----] followers, [----] engagements
"@SayNoToTrading @Fierce__beast Yes. $NOW $INTU etc need to turn around. We will remember these days in [--] [--] months"
X Link 2026-02-06T21:04Z [----] followers, [---] engagements
"@truflation @dlacalle_IA Nobody believes 1% inflation in January. I hope you're right"
X Link 2026-02-06T21:17Z [----] followers, [--] engagements
"Good luck getting your taxes and other regulatory documents prepared by AI. @grok hallucinating big time below. Bullish $NOW -- the question is when will market realize its mistake"
X Link 2026-02-06T21:47Z [----] followers, [---] engagements
"SOFI VALUATION AS A BANK Even if you wanted to value $SOFI as a bank $BK P/TBV [--] -- revenues up 7% YoY ROTCE 26% $JPM P/TBV [--] -- revenues up 7% YoY ROTCE 18% $SOFI P/TBV [---] -- revenues up 37% ROTCE 9% (going up to 20%s) guide confirmed for 2-3 years with 30% revenue growth 40% EPS growth. You can argue SoFi needs a higher discount due to higher risk with personal loans. Maybe. They are also significantly more capitalized and have the highest underwriting standards with personal loans and capital light LPM business. So the market doesn't yet believe $SOFI will be able to deliver. That's where"
X Link 2026-02-06T21:58Z [----] followers, [----] engagements
"BOSS @anthonynoto with FinTech $SOFI lovers. Watching now Very bullish. We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM"
X Link 2026-02-06T22:00Z [----] followers, [----] engagements
"@SayNoToTrading @DividendTalks Not with that management who keeps giving "floors" that gets breached every [--] months. $MOH goes into never touch box for me"
X Link 2026-02-06T22:02Z [----] followers, [--] engagements
"@SayNoToTrading @DividendTalks $UNH with Hemsley is different"
X Link 2026-02-06T22:02Z [----] followers, [---] engagements
"@finance_intell @anthonynoto Noto is the man. I need more $SOFI"
X Link 2026-02-06T22:11Z [----] followers, [---] engagements
"@Ze1ooooo @AndrewDudum $SOFI is way better"
X Link 2026-02-06T22:13Z [----] followers, [----] engagements
"@CapexAndChill I need more $MELI"
X Link 2026-02-06T22:18Z [----] followers, [---] engagements
"BEST $SOFI interview everπ― Excellent work by @anthonynoto @FunOfInvesting and @Futurenvesting Also thank you @DataDInvesting We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply π https://t.co/gwmlNCqMOM"
X Link 2026-02-06T22:26Z [----] followers, [----] engagements
"@AverageDipBuyer best $SOFI interview so far by far"
X Link 2026-02-06T22:42Z [----] followers, [---] engagements
"@brent_e_trader good -- end scam $hims"
X Link 2026-02-07T01:43Z [----] followers, [---] engagements
"@QualityInvest5 I sold [--] puts $NOW"
X Link 2026-02-07T01:43Z [----] followers, [---] engagements
"@Kajiastic @anthonynoto best $SOFI interview ever"
X Link 2026-02-07T01:49Z [----] followers, [---] engagements
"@JuanEgana $MELI $NU better go into Argentina and get a head start fast"
X Link 2026-02-07T02:05Z [----] followers, [---] engagements
"@optionscjp sounds like another $hims scam is coming"
X Link 2026-02-07T02:57Z [----] followers, [---] engagements
"@SayNoToTrading @SixSigmaCapital $MA loved it at 510s -- had to sell due to margin call though. Don't fund losers by selling winners again"
X Link 2026-02-07T03:42Z [----] followers, [---] engagements
"@MrMikeInvesting i bought a lot $now"
X Link 2026-02-07T04:18Z [----] followers, [---] engagements
"Why does Bill McDermott only own [----] shares of $NOW"
X Link 2026-02-07T22:21Z [----] followers, [----] engagements
"@ZenJayCfa Doesn't fit in with his I'll buy " $20m of $NOW " narrative. Bill needs to talk less and buy more. @SayNoToTrading"
X Link 2026-02-07T22:31Z [----] followers, [---] engagements
"@DrewCohenMoney Market will likely wait for the results of q2-q3 before he gets his market cap back. I say it's oversold. $NOW"
X Link 2026-02-08T01:24Z [----] followers, [---] engagements
"haha if the FED doesn't cut we may get into trouble by the summer. we're all very optimistic with GDP growth (likely mostly due to AI spend) though job market is cratering with Truflation saying CPI is 1%. FED says it's 2.8% If it's 1% we're restricting too much and people will continue losing jobs. it's really unacceptable how low quality data FED relies on https://twitter.com/i/web/status/2020331826909245846 https://twitter.com/i/web/status/2020331826909245846"
X Link 2026-02-08T03:00Z [----] followers, 14.9K engagements
"@brent_e_trader $axon sell off doesn't make sense to me"
X Link 2026-02-08T03:35Z [----] followers, [---] engagements
"@CapexAndChill thanks for sharing. Bullish $MELI Last [--] months price action doesn't make sense"
X Link 2026-02-08T03:44Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @insiderinvests thanks Tim. Would like to hear also buying on margin vs selling puts on margin"
X Link 2026-02-08T03:51Z [----] followers, [---] engagements
"@goddreng10 Yes. Friday core CPI2.5% and we should run $SOFI and get a rate cut in March"
X Link 2026-02-08T11:27Z [----] followers, [---] engagements
"@goddreng10 Prediction markets say [---] to 2.5%"
X Link 2026-02-08T11:56Z [----] followers, [--] engagements
"@SayNoToTrading Look forward to it NOW $NOW"
X Link 2026-02-08T17:40Z [----] followers, [---] engagements
"@brent_e_trader Thanks Brent. Good one. We gotta rebound at some point and print $NOW"
X Link 2026-02-08T17:47Z [----] followers, [---] engagements
"@CapexAndChill any other X accounts you can recommend sharing $MELI stuff"
X Link 2026-02-08T21:40Z [----] followers, [--] engagements
"@SayNoToTrading Smart as hell. I'd be willing to volunteer for you on my vacation from hospital"
X Link 2026-02-08T21:55Z [----] followers, [---] engagements
"@StockMarketNerd @agnostoxxx Bill has very little stock in $NOW at the moment. Not great"
X Link 2026-02-08T22:27Z [----] followers, [---] engagements
"@LEAPTRADER_ I am willing to buy everyone's $SOFI shares below $20 on the phone with my banker. haha"
X Link 2026-02-08T23:23Z [----] followers, [---] engagements
"@StockMarketNerd @Benioff McDermott is stepping in. Lets see when the buy gets reported $NOW"
X Link 2026-02-09T00:32Z [----] followers, [---] engagements
"@CarsonTalkMoney $200 by year end $NOW"
X Link 2026-02-09T00:57Z [----] followers, [---] engagements
"@CarsonTalkMoney Most things in the area are oversold. I played with $NOW"
X Link 2026-02-09T01:41Z [----] followers, [---] engagements
"@investingluc Good reasoning welcome to $SOFI"
X Link 2026-02-09T01:49Z [----] followers, [---] engagements
"Good reasoning. $SOFI is my biggest position I'm in with leverage. New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind. Just https://t.co/sZun35ncpw New position in $SOFI. Larger allocation than usual.here's why. S&P500 inclusion candidate. Rebalancing happens quarterly with next one being March 20th '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be"
X Link 2026-02-09T01:49Z [----] followers, [----] engagements
"I don't take after hours seriously. However $SOFI here is just going to rip. Friday CPI at 2.4% would be a massive tailwind. $SOFI back to $30 soon"
X Link 2026-02-09T01:55Z [----] followers, [----] engagements
"@Futurenvesting $30 today seems reasonable. People are waking up to the $SOFI story"
X Link 2026-02-09T02:20Z [----] followers, [---] engagements
"@DreTheGreatX Don't think that's a problem. Addressable market is way bigger than them plus $SOFI has many other offerings"
X Link 2026-02-09T02:43Z [----] followers, [--] engagements
"@brent_e_trader good one. I'm very heavy with $NOW puts. If drops more may load up some calls"
X Link 2026-02-09T02:44Z [----] followers, [---] engagements
"@EO_Farmer @LEAPTRADER_ I have more than 100% of my wealth in $SOFI - with leverage"
X Link 2026-02-09T03:22Z [----] followers, [--] engagements
"According to the Cleveland FED February inflation isn't looking any better than Jan [----] at least for now. Stark contrast to @truflation One would imagine FED/BLS will start showing some of the disinflation that started showing up in Truflation January data. Not at all"
X Link 2026-02-09T03:45Z [----] followers, [---] engagements
"@JackFarley96 @zoomyzoomm Yes. Bullish $NOW"
X Link 2026-02-09T14:45Z [----] followers, [---] engagements
"@SayNoToTrading Why wait until $139 Why not unload it now that your thesis for this company is shook and move the cash elsewhere I unloaded mine after earnings overall near zero P/L for $MOH Thanks"
X Link 2026-02-09T16:50Z [----] followers, [---] engagements
"@truflation @Kalshi Can BLS and Truflation be right at the same time How about get rid of BLS and contract Truflation for data @federalreserve"
X Link 2026-02-09T16:51Z [----] followers, [--] engagements
"@anthonynoto @lindseyvonn GOD BLESS AMERICA. LFG"
X Link 2026-02-09T16:53Z [----] followers, [---] engagements
"@kylewhitegoat Massive for $SOFI"
X Link 2026-02-09T17:07Z [----] followers, [---] engagements
"@comic you're still short $mstr plus long $btc"
X Link 2026-02-09T17:25Z [----] followers, [--] engagements
"@truflation @zerohedge that's where the alpha is"
X Link 2026-02-09T17:28Z [----] followers, [--] engagements
"@Surferboy500 Not reported yet. He committed his $20m to buy $NOW I'd expect him to follow through within 2-3 weeks of that whenever he is eligible to buy again. I'm sure he will"
X Link 2026-02-09T19:32Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR Say more Tim. How is this related to $SOFI Are you referring to Treasury relaxing lending rules to have US banks buy more US treasuries"
X Link 2026-02-09T19:34Z [----] followers, [---] engagements
"@FunOfInvesting People are waking up to $SOFI story. We saw today how they differ from $PGY"
X Link 2026-02-09T19:41Z [----] followers, [---] engagements
"@AverageDipBuyer @MrBeast @step yeah unless their topline also starts getting a hit should be still hard to lose money. I don't have a position I took my loss and got out $PYPL"
X Link 2026-02-09T19:43Z [----] followers, [---] engagements
"@TickerTapX @AverageDipBuyer π―he is starting to look more and more like $JPM Dimon"
X Link 2026-02-09T19:50Z [----] followers, [--] engagements
"@AverageDipBuyer @TickerTapX Yes. He is the man. I am not selling $SOFI ALL THE WAY IN"
X Link 2026-02-09T19:50Z [----] followers, [--] engagements
"@CCPool_Daniel Did you close all your shorts Only long here"
X Link 2026-02-09T19:52Z [----] followers, [---] engagements
"@CCPool_Daniel Agreed -- don't see how this creates value at all for Coinbase"
X Link 2026-02-09T19:53Z [----] followers, [--] engagements
"@AverageDipBuyer @MrBeast @step I'm not touching it. Though I hear you"
X Link 2026-02-09T20:26Z [----] followers, [--] engagements
"@Pharmdca Agreed very bullish [----] for $SOFI"
X Link 2026-02-09T20:36Z [----] followers, [---] engagements
"@comic @hillery_dan seriously wtf -- I wonder who they're getting rich with their buys $mstr"
X Link 2026-02-09T21:13Z [----] followers, [--] engagements
"@insiderinvests $SOFI moves fast"
X Link 2026-02-09T21:17Z [----] followers, [---] engagements
"@Ze1ooooo you're out of $sofi"
X Link 2026-02-09T22:25Z [----] followers, [---] engagements
"@comic @phongle @Strategy @FoxBusiness @LizClaman $MSTR made no real explanation about how they are able to buy $BTC at 20% premium"
X Link 2026-02-09T22:38Z [----] followers, [---] engagements
"@truflation @valeteru Cleveland FED February estimates are not low either"
X Link 2026-02-09T22:49Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @VadimKotlarov @Frugalbuck It's like money market funds flowing into UST -- Eg Tether has a lot of US Treasuries. Imagine a lot of people ex-US holding UST That's probably why Bessent says CLARITY act is essential. They gotta get this done"
X Link 2026-02-10T01:15Z [----] followers, [--] engagements
"@Stack_Assets @comic @hillery_dan yeah if I want leverage I can buy $BTC with leverage. Why bother with $MSTR"
X Link 2026-02-10T01:24Z [----] followers, [--] engagements
"no Tim we need $SOFI $30 tomorrowππ Jokes aside I don't see how $SOFI loses us money at this multiple with the present guidance. Only if we dive again and end up with a margin call and are forced to sell. Friday AM CPI will be important. Truflation is 1% but BLS doesn't see it. https://twitter.com/i/web/status/2021041006259376608 https://twitter.com/i/web/status/2021041006259376608"
X Link 2026-02-10T01:58Z [----] followers, [---] engagements
"@SayNoToTrading @michaeljburry Draw some more lines Burry. $MOH worked out great. We appreciate it"
X Link 2026-02-10T01:59Z [----] followers, [---] engagements
"@BillRMcDermott Thanks boss. Let's see the $20m buy please. $NOW"
X Link 2026-02-10T02:49Z [----] followers, [----] engagements
"@Tim_Sweeney_TAR @Frugalbuck I hope it works. $NU $MELI have significant operations there and $NU wants to be a US bank too. $SOFI is ALL AMERICAN. I hope they get the lead on this"
X Link 2026-02-10T03:08Z [----] followers, [---] engagements
"Noto is a genius for doing this and Tim is the GOAT here for explaining this. It's not just remittances. It's the international business money transfer. Cooking. Noto is now in touch with Bessent too with the Trump accounts. I hope SoFiUSD/stable coin CLARITY gets thru soon. https://twitter.com/i/web/status/2021060345813450879 https://twitter.com/i/web/status/2021060345813450879"
X Link 2026-02-10T03:15Z [----] followers, [---] engagements
"@degeninvestor7 That MLR theyre hit hard $oscr"
X Link 2026-02-10T11:17Z [----] followers, [---] engagements
"@SayNoToTrading @10009nyny @CHItraders you're catching even $schw"
X Link 2026-02-10T17:54Z [----] followers, [---] engagements
"@SayNoToTrading @10009nyny @CHItraders amazing I remember insider buys at $SCHW around that time"
X Link 2026-02-10T17:57Z [----] followers, [---] engagements
"@brent_e_trader They're grabbing more market share. I don't care as much about the top line but their margin expectations with the increase in the top line seems very optimistic. Let's see. Another $MOH in the making (missing guides)"
X Link 2026-02-10T18:14Z [----] followers, [---] engagements
"@SayNoToTrading @10009nyny @CHItraders $INTU still can't catch a breath"
X Link 2026-02-10T18:22Z [----] followers, [---] engagements
"REGARDING $SOFI SHARE PRICE $SOFI share price will follow when the management delivers the 30% YoY revenue growth and 40% EPS growth. Market is not buying in the growth story and the uncertainty around rates and economy are compressing the stock multiple. It's just math. Even with some multiple compression the stock has to appreciate over the next [--] months PENDING delivery of earnings. Back of napkin conservative math [----] EPS $0.7 x40 = $28 [----] EPS $1.0 x35 = $35 [----] EPS $1.4 x30 = $42 https://twitter.com/i/web/status/2021293638538473883 https://twitter.com/i/web/status/2021293638538473883"
X Link 2026-02-10T18:42Z [----] followers, [----] engagements
"@SayNoToTrading @gurufocus $INTU is the one I'm after. Keeps falling"
X Link 2026-02-10T20:22Z [----] followers, [---] engagements
"@RealEJAntoni When will BLS see below 2% core CPI @truflation"
X Link 2026-02-10T20:43Z [----] followers, [--] engagements
"Here is why the @federalreserve is always late. People keep reading that rents are coming down but inflation is "sticky" despite housing comprising 40% of inflation. FED needs some tech support. They are too bureaucratic and backward looking. They don't need more economists. They need more engineers. https://twitter.com/i/web/status/2021326894814122007 https://twitter.com/i/web/status/2021326894814122007"
X Link 2026-02-10T20:54Z [----] followers, [---] engagements
"@tenet_research Somebody please explain to me why $UPST should have a higher multiple than $SOFI"
X Link 2026-02-10T21:09Z [----] followers, [---] engagements
"@Veganhippo21 @davegirouard @HenryInvests Market likes it $UPST"
X Link 2026-02-10T21:11Z [----] followers, [---] engagements
"@HoriaManole @tenet_research I think $SOFI deserves a higher multiple. Similar revenue growth at 35% $SOFI is way more diversified"
X Link 2026-02-10T21:12Z [----] followers, [--] engagements
"@Veganhippo21 @davegirouard @HenryInvests Why would anybody give this company higher multiple vs $SOFI Similar revenue growth YoY 35% SoFi is a much larger company with way more diversified revenues"
X Link 2026-02-10T21:13Z [----] followers, [---] engagements
"@EO_Farmer I bet we will be at a much better spot in [--] months. CPI is trending down. Am I too bullish"
X Link 2026-02-10T21:15Z [----] followers, [---] engagements
"@StonkChris I hope so @BillRMcDermott is the CEO I want at $NOW I hope he loads up soon to mark the bottom with a nice insider buy as promised"
X Link 2026-02-10T21:18Z [----] followers, [---] engagements
"@Veganhippo21 @davegirouard @HenryInvests I hear you but why care if it's a factory vs software and label things Why not look at revenue growth and diversity/consistency of revenues"
X Link 2026-02-10T21:21Z [----] followers, [--] engagements
"@Biotech2k1 Since you are really a "value" investor help me understand if you could why $UPST deserves a higher multiple over $SOFI. $SOFI has a diversified revenue stream (half non-personal loan) and puts out similar revenue growth (35%)"
X Link 2026-02-10T21:28Z [----] followers, [---] engagements
"@RealEJAntoni Where is the tariff inflation and all that Prices went up in Q2 to Q3 and now they're down with trade deals"
X Link 2026-02-10T21:40Z [----] followers, [--] engagements
"@Biotech2k1 I still haven't seen your DCF on $SOFI E.g. what numbers you plugged in. Thanks"
X Link 2026-02-10T21:40Z [----] followers, [---] engagements
"@Biotech2k1 Yes one can argue their revenue growth going to tank big time. FYI: I am not bearish $UPST at all and they will probably beat in 2026"
X Link 2026-02-10T21:46Z [----] followers, [---] engagements
"@Biotech2k1 keep us posted - thanks. Would love to see your DCF for $SOFI"
X Link 2026-02-10T22:08Z [----] followers, [---] engagements
"@NickTimiraos @UnderBridgeFund Nick when are you sharing CPI core CPI estimates table of yours"
X Link 2026-02-10T22:09Z [----] followers, [--] engagements
"@Biotech2k1 I respect the analysis though if we are down to 4% YoY growth after [----] that means the company is a bust. [--] years 40% (official EPS guide) another [--] years at 30% then I'd expect at least another 3-5 years at 20% $SOFI"
X Link 2026-02-10T22:36Z [----] followers, [--] engagements
"@EO_Farmer need low 2%s core CPI for 2-3 more months. If you believe Truflation which has a great track record we should be getting to 2% in a few months given the BLS delay"
X Link 2026-02-10T22:39Z [----] followers, [--] engagements
"@Biotech2k1 I agree with you that growth should continue getting lower. What I don't agree with is that terminal growth of 4% kicks in about [--] years or so"
X Link 2026-02-10T22:46Z [----] followers, [--] engagements
"@AxiaozCn @Biotech2k1 I feel they have shady practices. They also started gambling markets this year. Not my preference"
X Link 2026-02-10T22:47Z [----] followers, [--] engagements
"@Biotech2k1 Probably. I don't see it in your tweet either. Bottom line is if the management delivers their guidance $SOFI should be way higher. We will all see the results. Thank you"
X Link 2026-02-10T22:48Z [----] followers, [--] engagements
"@StockMarketNerd Give me the higher multiple. $SOFI"
X Link 2026-02-10T22:49Z [----] followers, [----] engagements
"@Biotech2k1 Fair enough I tend to be too bullish. Conservative bet (they always beat so far): EPS $0.6 in [----] (40% EPS growth) x40 $24 EPS $0.84 in [----] (40% EPS growth) x35 $29 EPS $1.18 in [----] (40% EPS growth) x30 $35 This should be the floor barring a massive macro event"
X Link 2026-02-10T22:52Z [----] followers, [--] engagements
"@EleanorTerrett @GoldmanSachs @jpmorgan @BankofAmerica @WellsFargo @Citi @PNCBank White House leading this. Let's get it thru finish line"
X Link 2026-02-10T22:55Z [----] followers, [--] engagements
"@Biotech2k1 Hard to judge a growing lender/fintech with FCF"
X Link 2026-02-10T23:07Z [----] followers, [--] engagements
"@RealEJAntoni Criminal. He was asleep at the wheel. Biden was elected not his far left staff"
X Link 2026-02-10T23:23Z [----] followers, [---] engagements
"@ramahluwalia do you see high beta coming back with ongoing QE and rate cuts"
X Link 2026-02-11T02:59Z [----] followers, [---] engagements
"@goddreng10 Why the hell all the Fed Presidents talking about sticky inflation now"
X Link 2026-02-11T05:07Z [----] followers, [--] engagements
"@yieldsearcher Lets get [---] to [---] CPI Based on Truflation data BLS should hit 2% by the summer"
X Link 2026-02-11T14:00Z [----] followers, [---] engagements
"@Biotech2k1 Exactly right. "Only in fintech can a company report growth better than the Mag [--] and crash 30% after.""
X Link 2026-02-11T18:25Z [----] followers, [---] engagements
"@RentYourStocks wild -- what do you do"
X Link 2026-02-11T18:56Z [----] followers, [---] engagements
"@marketswithmay their earnings call was pointless and hurt their brand"
X Link 2026-02-11T19:31Z [----] followers, [--] engagements
"@comic he is probably buying $btc at $78k as we speak"
X Link 2026-02-11T20:27Z [----] followers, [---] engagements
"@derekquick1 You have some fair points. I am long $UNH too -- I hope they go to $500 this year"
X Link 2026-02-11T21:04Z [----] followers, [---] engagements
"@SayNoToTrading @BillRMcDermott He lost my confidence after I saw lack of his insider ownership/buys. All talk no buys"
X Link 2026-02-11T21:08Z [----] followers, [---] engagements
"People think most SP500 stocks are overvalued especially high-beta (I disagree). Plus they got worried about Kevin Warsh (QT) Iran inflation govt shutdowns People wanted to lock in gains after a few years of solid gains. I lost most my money in the last [--] weeks. Things fall despite great earnings. I don't see how/when this will resolve. What is even more concerning is if SP500 also starts going down these high beta almost always follows down harder. This is my explanation. What do you think is the reason https://twitter.com/i/web/status/2021693910448320707"
X Link 2026-02-11T21:12Z [----] followers, [--] engagements
"@Tim_Sweeney_TAR Tim what do you make of the recent sell off in high-beta including $SOFI. Maybe unlike some (or most) SoFi Q4 earnings were pristine and guide was pretty good too. The indiscriminate sell off in the sector is very concerning to me when SP500 is at ATH. Thanks"
X Link 2026-02-11T21:21Z [----] followers, [---] engagements
"@comic @hillery_dan I mean they're buying $BTC at a 20% premium. Who doesn't want that :)"
X Link 2026-02-11T22:17Z [----] followers, [--] engagements
"@StockMarketNerd @PythiaR $NOW is NOW out of business vibe coders doing some Claude work. 50% haircut and x10 forward multiple needed π"
X Link 2026-02-11T22:19Z [----] followers, [---] engagements
"@Futurenvesting Looks great. Each month that goes by $SOFI trades at a steeper discount"
X Link 2026-02-11T22:23Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR this time we didn't have the "run up" prior to the earnings. maybe due to the overall uncertainty and share offering. let's hope for a bounce back soon Friday AM CPI 2.4% to 2.5% should be received well"
X Link 2026-02-11T22:42Z [----] followers, [---] engagements
"@comic At least $80k magical buys by Saylor this week"
X Link 2026-02-12T00:02Z [----] followers, [--] engagements
"@JurgenSkenderi2 @SoFiIR @anthonynoto @SoFi Yeah most analysts are still lagging. Plus many websites haven't updated their metrics with Q4 results. Bullish $SOFI"
X Link 2026-02-12T00:27Z [----] followers, [--] engagements
"@JuanRodrig07 @Futurenvesting We need sentiment to change. This is no longer bearableπ"
X Link 2026-02-12T00:35Z [----] followers, [--] engagements
"@BrianKonczyk @Tim_Sweeney_TAR Being in SP500 will help no doubt. $HOOD certainly took a big hit down. Issue is it's more of a cyclical business and for whatever reason market is hating high beta right now. $BTC $ETH $BMNR and all FinTech is in a bear market"
X Link 2026-02-12T00:47Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR @BrianKonczyk π― It is scary that we had a large pullback in $SOFI and most other FinTech despite S&P500 being at all time high. That's the scary part. If S&P500 pulls back 5-10% then what We go down another 20-30%"
X Link 2026-02-12T01:05Z [----] followers, [---] engagements
"@truflation Nobody believes this"
X Link 2026-02-12T05:28Z [----] followers, [--] engagements
"@InvestingDE Bill needs to buy on the open market"
X Link 2026-02-12T12:15Z [----] followers, [---] engagements
"@Fuga7i Bubble no way. Whatever OpenAI or Anthropic touch goes 50% on sale"
X Link 2026-02-12T12:43Z [----] followers, [--] engagements
"@SayNoToTrading it's bad. Like Bill not buying $NOW"
X Link 2026-02-12T18:57Z [----] followers, [---] engagements
"@EricSoda @sstrazza April [----] moment for software and high beta"
X Link 2026-02-12T19:21Z [----] followers, [--] engagements
"@samsolid57 $MELI priced criminally. Brazil is doing well. Argentina is getting better. Venezuela is a call option too"
X Link 2026-02-12T20:44Z [----] followers, [---] engagements
"@kylewhitegoat High beta sell off taking $SOFI down with it. Non-discriminatory hit job"
X Link 2026-02-12T20:46Z [----] followers, [----] engagements
"@yieldsearcher Either CPI leaked out and is hot OR Sentiment is way OFF"
X Link 2026-02-12T21:02Z [----] followers, [---] engagements
"@yieldsearcher Fair enough. Bond market today implies they're extra cold but high-beta still sold off. Doesn't add up. There is a BIG rotation in market"
X Link 2026-02-12T21:05Z [----] followers, [--] engagements
"@oguzerkan bullish"
X Link 2026-02-12T22:41Z [----] followers, [---] engagements
"@DeItaone Merz is a smart dude. We as Americans want a strong independent Europe. We're allies"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements
"$ODFL had a nice bounce back from $130s. Good game"
X Link 2026-02-02T16:34Z [----] followers, [---] engagements
"I want to hold $SOFI for [--] years when it starts paying dividend and is a $400bn company"
X Link 2026-02-08T04:55Z [----] followers, 16.9K engagements
"$SOFI earnings estimates [----] -- $0.62 (guide $0.6) expect $0.72 [----] -- $0.83 (guide estimate $0.8) expect $1.0 [----] -- $1.09 (guide estimate $1.12) expect $1.4 Street does not believe $SOFI will deliver the growth. IF AND IF the growth is delivered multiple will follow. Seems hard to lose money over 12-18 months. Not investment advice. https://twitter.com/i/web/status/2021751053109125279 https://twitter.com/i/web/status/2021751053109125279"
X Link 2026-02-12T00:59Z [----] followers, [----] engagements
"@CapexAndChill [--] lost years for buy hold $MELI investors. I do agree it's cheap. We will see next week what the market thinks"
X Link 2026-02-14T05:04Z [----] followers, [---] engagements
"@BourbonCap $SOFI is just starting. Can't wait to see how far they get in 2-3 years"
X Link 2026-02-14T20:02Z [----] followers, [----] engagements
"Analyst EPS estimates are way lower than the official guide. Guide (40% YoY EPS growth) $0.6 [----] $0.84 [----] $1.17 [----] My estimate 45% YoY EPS $0.72 [----] x40 multiple $28.8 ($30) $1.04 [----] x38 multiple $39.5 $1.45 [----] x35 multiple $51 Based on this $SOFI should be in low $30s today. https://twitter.com/i/web/status/2022852458880307444 https://twitter.com/i/web/status/2022852458880307444"
X Link 2026-02-15T01:56Z [----] followers, [---] engagements
"Recession odds down from 67% to 0% πππ $SOFI $UPST $LC $PGY love this"
X Link 2026-01-24T01:01Z [----] followers, [----] engagements
"Bond market waking up to disinflation story Banks/lenders/FinTech should benefit $SOFI $LC $UPST Cut rates now"
X Link 2026-02-10T18:50Z [----] followers, [---] engagements
"@goddreng10 Crazy discrepancy between BLS and Truflation. FED is backward looking. It's not helping. Every uncertainty weighs $UPST $LC $SOFI down"
X Link 2026-02-10T21:03Z [----] followers, [---] engagements
"@Veganhippo21 Somebody please explain to me why $UPST should have a higher multiple than $SOFI"
X Link 2026-02-10T21:10Z [----] followers, [---] engagements
"@goddreng10 If CPI comes in hotter than expected we're in for another ride down. Sentiment for reasons I don't understand is near April [----] for $SOFI $UPST"
X Link 2026-02-12T20:18Z [----] followers, [---] engagements
"@truflation Based on Truflation February should come like 1.5% BLS will be 2.5%ish. Let's see how you adjust that and predict that in [--] weeks"
X Link 2026-02-13T15:08Z [----] followers, [---] engagements
"@Tim_Sweeney_TAR I need to buy some calls around here. $SOFI"
X Link 2026-02-15T02:07Z [----] followers, [--] engagements
"What if Elon Musk bought @SoFi and integrated it into @X π₯π Elon is on record about making the "everything app" and acquiring $SOFI could supercharge this by adding debit/credit cards P2P payments investing loans and more. SoFi would also benefit from referrals into their ecosystem. This would be beneficial for all Americans given $SOFI's unique position in helping people get their money right. @elonmusk and @anthonynoto are both top-notch leaders and this could create an exciting synergy. https://twitter.com/i/web/status/2012574981910114514"
X Link 2026-01-17T17:17Z [----] followers, [----] engagements
"@insiderinvests Very good first $LC then $UPST now $SOFI"
X Link 2026-02-08T17:43Z [----] followers, [---] engagements
"@brent_e_trader Unlike prior days $spy dropped and $vix spiked on top of high beta sell off (similar to last Thursday)"
X Link 2026-02-13T06:41Z [----] followers, [--] engagements
"@CapexAndChill Currently trading at some of the lowest historical multiples $MELI I like the results. Let's see next week"
X Link 2026-02-14T05:10Z [----] followers, [---] engagements
"in [--] days we get January CPI. 2.4% to 2.5% is expected down from December. Should be a good upward catalyst. $SOFI $LC $UPST $SPY"
X Link 2026-02-04T15:40Z [----] followers, [----] engagements
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