I own only 1 stock at a time and try to dive deep as much as I could on that 1 stock. A risk taker, but also a very cautious one.
Joined February 2021
- Tweets356
- Following561
- Followers2K
- Likes569
Seeking Value retweeted
It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
Seeking Value retweeted
$SOFI to $32 by Oct-26! 🚀🚀🚀
Breaking down the @SoFiIR 2026 note election: This is a masterclass in protecting shareholder value. 👇
1️⃣ Cash Principal = 0 Dilution Today.
2️⃣ Capped Call = 0 Net Dilution up to $32.02.
3️⃣ Math Limits = Max dilution is strictly capped under 1.5% no matter how high the stock goes.
Management is actively defending the share structure and setting up for massive upside without watering down the float. Extremely bullish. 🚀🚀
The election notice date for the settlement of the 2026 convertible notes was on April 15th, 2026. We included more details on our election in the recent 2Q 2026 10-Q in Note 9, where we stated that, "we will settle any conversions by a combination of cash up to the aggregate principal amount of the 2026 convertible notes, and shares of our common stock for any conversion consideration in excess of the principal amount of the 2026 convertible notes, based on the applicable conversion rate(s)."
At the current share price, this would mean we would settle all of the 2026 convertible notes in cash. We encourage investors to look at Note 9 and Note 10 of the 10-Q for additional information. d18rn0p25nwr6d.cloudfront.ne…
Seeking Value retweeted
👇
The election notice date for the settlement of the 2026 convertible notes was on April 15th, 2026. We included more details on our election in the recent 2Q 2026 10-Q in Note 9, where we stated that, "we will settle any conversions by a combination of cash up to the aggregate principal amount of the 2026 convertible notes, and shares of our common stock for any conversion consideration in excess of the principal amount of the 2026 convertible notes, based on the applicable conversion rate(s)."
At the current share price, this would mean we would settle all of the 2026 convertible notes in cash. We encourage investors to look at Note 9 and Note 10 of the 10-Q for additional information. d18rn0p25nwr6d.cloudfront.ne…
Seeking Value retweeted
EXCLUSIVE: My full conversation with SoFi CEO Anthony Noto @anthonynoto is now live.
We went beyond the latest quarter and focused on the long-term evolution of $SOFI:
• The growing SoFi Plus ecosystem
• The future of lending and the balance sheet
• Whether Galileo can become a major growth driver
• SoFiUSD and the CLARITY Act
• The opportunity in small-business banking
• What investors may still be missing about SoFi’s valuation
Watch the full interview below 👇
Seeking Value retweeted
You've been sharing feedback about SoFi Invest — and we're pulling back the curtain on what happens next.
Join Ronak, Product Lead for SoFi Invest, for a live Reddit AMA on how member feedback shapes our roadmap — and what shipped in Q2 because you asked for it.
📅 Tuesday, 6/30 @ 1pm ET // 10am PT
📍 r/SoFi
reddit.com/r/sofi/comments/1…
Seeking Value retweeted
Quite the showing by the USMNT, 4-1. All at $SOFI stadium. This is why you pay for naming rights.
Seeking Value retweeted
Financial sector ranks 10 of 11 YTD.
Price down + fundamentals up + catalysts live = the exact setup that preceded all 11 financials snap-backs since 2010.
None took longer than 9 months. We’re 2 months in.
The rotation isn’t a question of if. On 16 years of data, it’s a question of which quarter.
Full data 👇
$XLF $SOFI $NU $HOOD
Seeking Value retweeted
Financials are the 2nd-worst S&P sector YTD: XLF −4.2% vs SPY +8.1%.
But here's the stat nobody talks about -- History says that's exactly when the rotation clock starts ticking:
• Longest XLF losing streak since 2010: 5 quarters
• After every 5+ pt lag quarter: outperformance within 1–3 quarters (11/11)
• Yield curve +90bp and steepening — the classic bank tailwind
When the market rotates next, history puts financials at the front of the queue. Here's the full breakdown, plus the 4 signals to watch for confirmation
Check out my article here 👇
$XLF $SOFI $NU
Seeking Value retweeted
Great conversation. Appreciate how much time you spend on @Sofi . Thank you @stevenfiorillo and @amitisinvesting for having me on @basispointpod!
It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!
Seeking Value retweeted
$SOFI
"Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
Seeking Value retweeted
Holy sh*t
The MW CEO was just destroyed by CNBC on his $SoFi short report
Seeking Value retweeted
Great to be digging into the secret sauce for @ZetaGlobal and the ROI they are driving for customers in this AI Revolution during our @CES fireside chat with @dsteinberg10000 in Vegas 🪩🏆🔥🎉🐂🍿🎯👇
Driving meaningful ROI for our customers drives our business 🚀
@dsteinberg1000 on Zeta’s secret sauce with @DivesTech at #CES2026:
Seeking Value retweeted
Great to be holding an awesome and informative AI Revolution fireside chat at @CES with @dsteinberg10000 on @ZetaGlobal 🔥🍿🏆🐂
Seeking Value retweeted
OpenAI and $ZETA Global are cooking up something, the question is... what is it?
I speculate GEO technology integration.
You can see the SMILE on David's face when he talks about much BIGGER things to come... 👀
I think OpenAI & $ZETA are quietly building the future of GEO – and nobody’s paying attention. 👀
1) Over the last few months, there’s been a strange pattern of signals around OpenAI + marketing + monetization.
Code leaks, job postings, denials, re-clarifications…
Something feels off.
Something feels bigger.
Coincidentally, $ZETA drops their new GEO technology – right as SEO collapses.
While editing my interview with $ZETA CEO, David Steinberg, everything clicked for me...
Seeking Value retweeted
Ladies and Gentlemen, I present $ZETA, the AI Marketing and Advertising Giant.
$ZETA
+135% 3Y 🟢
+2% YTD 🟡
- Inflecting Profitability
- 184% Growth in FCF
- Huge TAM
- 6% 2027 FCF CAGR
- Demanding Valuation
- 37% Below Consensus Price Target
That FCF estimate is a joke, $ZETA will blow it out of the park!
Seeking Value retweeted
I think OpenAI & $ZETA are quietly building the future of GEO – and nobody’s paying attention. 👀
1) Over the last few months, there’s been a strange pattern of signals around OpenAI + marketing + monetization.
Code leaks, job postings, denials, re-clarifications…
Something feels off.
Something feels bigger.
Coincidentally, $ZETA drops their new GEO technology – right as SEO collapses.
While editing my interview with $ZETA CEO, David Steinberg, everything clicked for me...
Seeking Value retweeted
Here’s my full interview with David A. Steinberg.
CEO & Co-Founder of $ZETA Global.
$ZETA has been leading AI innovation since 2017 and steadily taking wallet share across the MarTech industry as a true end-to-end ecosystem.
I’m genuinely grateful for this opportunity. For this to be my first public interview and first YouTube video makes it even more surreal.
Enjoy the conversation – a deep dive into where Zeta is heading next.
🔗 Full Interview: youtu.be/H5wLG1ha7zY?si=vby2…
Shoutout – @dsteinberg10000
