👽“On a journey blending stocks ,crypto and spirituality”.👽 🚨on route 🛫 to 1M by 2030 🤫
City of London, London
Joined February 2022
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LongBull retweeted
$SOFI FLYING ABOVE $17 👀
The latest episode of THE DEEP DIVE just dropped where Tanner, Brad and I spend an hour breaking down $SOFI and why the stock is still caught between two identities.
SoFi is being valued like a tech platform but still trades like a lender so member growth and product adoption can improve while rates and credit sentiment still drive the stock.
LongBull retweeted
🚨 $ORCL JUST DELIVERED HUGE NEWS!
• CapEx expected to decline in FY2029!
• Positive cash flow projected for 2028!
• FY2030 revenue target reaffirmed at $225B+
• FY2030 adjusted EPS target maintained at $21+
Oracle is addressing Wall Street’s biggest concerns while keeping its massive growth outlook intact!!!
LongBull retweeted
We won.
After a short battle with the HOA board, we got a follow-up letter confirming what should have been obvious: residents are free to hand out full-size candy bars.
Word apparently spread fast. This morning on my way to the car, a little girl from the bus stop ran up, gave me a hug, and said:
“Thanks Atchy, thanks for fighting those commies and preserving our Halloween traditions for future generations. That’s why it’s so important for all the grown-ups to vote red and make sure that sicko James Talarico doesn’t win Texas.”
I was genuinely shocked by the wisdom coming out of that kid. All I could say was, “You’re welcome, kiddo."
How do some grown-ups still not get it?
My HOA sent me a letter requesting that I stop handing out full-size candy bars for Halloween this year.
-Fun-size bars are usually 15–25¢ each.
-Full-size are around 75¢–$1.
Most people give out 2–3 fun-size anyway, so the real difference is often only a few cents per kid.
Am I crazy, or is it weird for an HOA to police this?
LongBull retweeted
Mark my words, $TSLA will be generating $10 billion in revenue next year with Robotaxi.
LongBull retweeted
JUST IN: Trump declares “the people of Ohio are going to elect Vivek Ramaswamy” for governor.
LongBull retweeted
🚨AFTER HOURS JUST GOT UGLY.
6 big names reported tonight. 3 got smashed.
1. $NOW 🔴 -18%
Revenue still grew 20.5%!
LongBull retweeted
Alphabet's revenue grew 25% YoY, the fastest rate of growth since 2021, but free cash flow missed analysts' expectations by ~$6.7 billion, turning negative to -$9.06 billion vs. the -$2.27 billion the Street expected.
$GOOGL
LongBull retweeted
🚨 BANK OF AMERICA MAINTAINS SELL RATING ON $SOFI!
Analyst Mihir Bhatia raised his target from $16 to $16.50.
What a joke.
BofA reportedly remains concerned about cost pressures and whether SoFi’s growth assumptions are too aggressive (bear case for the last 3 years).
Meanwhile, SoFi just reported:
• Revenue +44% YoY to $1.4B
• Adjusted EBITDA +70% YoY to $470M
• Members +35% YoY to 17.1M
• Adjusted EBITDA margin of 34%
• Raised 2026 guidance
• Introduced 2027 guidance of $6.4B revenue and $0.90 EPS
My question is, what exactly does SoFi have to prove at this point?
I understand having concerns about valuation, spending and execution risk, but the company continues delivering exceptional growth alongside improving profitability.
BofA is entitled to its bearish thesis, but I’d like to see what assumptions justify maintaining a Sell rating after these results.
The numbers are moving in the right direction. Wall Street needs to acknowledge that.
LongBull retweeted
My son's reaction after I told him $GOOG reaction to earnings. He has three shares.
