u/Efficient_Style3422

SoFi’s crypto revenue came in at 0.1% of total rev. So it’s not a huge tie to crypto. If you are referring to SoFiUSD, that is a stablecoin essentially making it more efficient to move money around and is not pegged with the “crypto market” and doesn’t move like bitcoin

Way off in the distant future I hope it will. But at that time there would likely be heavy buybacks so share price could be higher.

But I don’t want to get too ahead of myself here.

There is no telling where the market will price it. Don’t get me wrong I love seeing my portfolio rise and I have a SoFi position of 12%. But the long term goal, as noto put it in the basis point pod cast, 1 trillion valuation.

As a shareholder I like the reinvestment. But the maturity of the company may be different in 2030 and have less need or just spend less on a % revenue basis for reinvestment.

I wouldn’t want management to artificially inflate numbers. I’m just saying it’s not impossible.

For now, my holding outlook is for 2040+!

On my radar!

I agree 100%!

Ik but it’s a goated line

Yeah that’s what I concluded

maximus decimus meridius

Not a bot, that was a post on multiple subreddits because I was seriously contemplating on buying SoFi leaps and after reading everyone’s opinions I figured it was best to just buy more shares

I’m just trying to see if I’m missing something from everyone else’s thesis 😭 I’m catching strays left and right. This palantir partnership has me very interested in understanding the company better, but coming on this subreddit no one seems willing to help

No, I am actually interested in the company and want to find out why so many people have such strong conviction in this name where I don’t. I want to find what I am missing

I posted this article to two subreddits that I thought would be filled with the most educated investors on the company so I could get a take from people who knew the company best

Who said I have 0 conviction? If I had none why would I post on here asking for more context and opinions.

And i don’t invest in larger companies, I made zeta 10% of my portfolio at sub 5 billion market cap. The moat was wider than it seems to be for ondas.

And the reasons for why are written in the article I wrote that took a week to write. And I wrote it as an article on substack so I can get as much reach as possible so I can learn as much as I can.

This is my first time posting to this sub, is this directed at me or do you put this under multiple posts?

I came to this sub because I want to show what I have learned and what it has drawn me to believe what I think and to get information from a community that knows the company best to see if I am missing anything.

Me too

Thank you!

Thank you! See you then!

Basically a reconfirmation about what differentiates Nebius from other neoclouds and that a 40+% sell off from highs is likely unwarranted