Sr Director AI @Microsoft ! Wealth, Health & 🇺🇸 ! Nothing I post & share constitutes financial advice No Subscriptions /Discord groups /TG Groups/ Plans .
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$SOFI @anthonynoto Consistently Crushed the bears and showed how to Execute in tough market conditions. They have out innovated against several ODDS. I strongly believe SOFI will maintain 40% growth in 2027 hitting a $7B Revenue Goals. I was close in Many Aspects, and I called out $5B Target of 2026 way back on Jan 31st: xitter.cf/StockAnalystPro/status…
$SOFI says no more capital raises, this is HUGE ! growing at 44% in recent Qtrs, growing EPS at 50%, P/E of 16x. Bears will be burnt soon.
We are now at the point of financial scale (revenue and profit) where our current capital position, in addition to our organic capital generation, is sufficient to fund our business and our planned growth in 2027.
Our guidance does not require raising additional capital and we are confident we can execute that plan organically given the balance sheet we have built, the capital we will generate organically from the business and the position we are in today.
$SOFI LENDING ENGINE ON FIRE in Tough MACRO🔥
1. Record originations: $16.9B (+71% YoY)
2. Student loans: $2.9B (+96%) — best quarter ever
3. Home loans: $1.4B (+44%)
4. Lending revenue up 68% to $807M.
5. The Loan Platform alone added $153M. đźŹ
$SOFI'S LENDING ENGINE IS ON FIRE 🔥
đź“Š Record originations: $16.9B (+71% YoY)
💳 Personal loans: $12.6B (+69%) — a record
🎓 Student loans: $2.9B (+96%) — best quarter ever
🏠Home loans: $1.4B (+44%)
Lending revenue up 68% to $807M. The Loan Platform alone added $153M.
$SOFI has proven it can execute regardless of interest rates the market will eventually realize this and re-rate the stock.
$IREN just secured $363M in GPU-backed financing, Dan is using his previous Experience at Infra investing and capital markets , leveraging GPUs already generating revenue under multi-year customer contracts.
This is where CEO Dan Roberts’ background becomes a competitive advantage.
Dan brings 20+ years of experience in infrastructure investing, capital markets and project finance, including Macquarie Group and Palisade Investment Partners, which managed A$8B in infrastructure assets.
Amid growing concerns over AI infrastructure lending, IREN is demonstrating how contracted, revenue-generating assets can unlock additional capital to fund expansion.
The strategy is simple:
Secure multi-year customer contracts.
Generate revenue from deployed GPUs.
Leverage those assets and contracted cash flows for financing.
Reinvest capital into the next phase of AI Cloud expansion.
Less reliance on equity dilution, greater capital efficiency and faster scaling.
IREN isn’t just building AI infrastructure. It’s applying sophisticated infrastructure financing to scale it.
Everyone was a financial expert in giving feedback to Dan on how to manage the company. People forgot that Dan brings 20+ years of experience in infrastructure investing, capital markets and project finance, including Macquarie Group and Palisade Investment Partners, which managed A$8B in infrastructure assets.
Just saying . This also Aged out super well for @danroberts0101 $IREN
🚨 Morgan Stanley just reiterated its Underweight (Sell-equivalent) rating on $SOFI following Q3 earnings.
Price target: $15
Corruption has never been so clear.
$SOFI FY27 Net Profit of $1.3B , is now trading at 16x FWD P/E , @SoFi is growing at 50% EPS growth and 40% Revenue Growth.
@anthonynoto is beating estimates for several years now .
$SOFI Interesting 2030 commentary:
"We see a clear path to:"
- 100m products by 2030.
- 5 business generating $1b+ revenue.
- 5 MORE generating $500m+ revenue.
- 5 MORE generating $100m+ revenue.
On jan 31st of 2026, i called out that $SOFI will hit $5B Revenue growth, for refence i am sharing my article. xitter.cf/StockAnalystPro/status…
$SOFI is killing it with personal loans , once rates go down then they will kill it with Student loans and Home Loans and Loan Platform business.
$SOFI my 2027 Outlook. I remain more bullish on revenue growth and EPS than management's preliminary outlook. My $7.06B revenue target is approximately 10.3% above management's $6.4B outlook. My $1.00 EPS target is approximately 11.1% above management's $0.90 outlook. 7B Revenue is 40% Growth rate , which SOFI is executing, unless we get into a huge recession.
StockAnalystPro retweeted
$SOFI Can we get a squeeze? Kinda feel like blowing up a hedge fund today.