Joseph Invests @Joseph_Invests

@GerardHood82209 what numbers would $SOFI have to do for you to be impressed?

Over the Last year $SOFI Stock Price is down 42% Analyst price targets are down 15% INSTUTIONAL HOLDINGS UP 30% Revenue is up 40% EPS is up 50% AND THE AMMOUNT OF BEARS ON X "because Noto is a bad CEO" IS UP 10000%+

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@KennyZufall I do not understand that options chain as much as you I would love to learn that stuff

$IREN is now down 33% from its highs from a few weeks ago. This is genuinely one of the stupidest sell offs even dumber than when they were $29. They now have delivered Horizon 1, signed a deal with Anthropic, and H2-H4 are online. If you are selling this stock at $32 more than likely down 20%+ what are you doing 😭😭. They are now a 13 billion market cap which is less than the total worth of their infrastructure, and less than double the cash on their balance sheet. Oh and their post 2028 ARR will be > than 13 billion. So you are selling at a 1.25 year out forward price to sale ratio of sub 1

@KennyZufall I know $HOOD sells the data about all of that to institutions so I am sure they know at least where some of them are. But I agree gamblers get called out and it is not good.

@KennyZufall I agree once they start covering it is over

@KennyZufall it has to be some type of manipulation they know they are on the chopping block with cpi tomorrow and earnings in 2 weeks. I would not want to be a bear here into these earnings

@investwitct it happens with every stock lmao, when it happens with $SOFI it will be great

@KennyZufall I fully agree people need to get off margin and just hold shares, institutions know where the margin calls/stop losses are and get them

@glenbob99 whenever your body wants to sell the most is usually the time to have the most conviction

@Ryanwatuzzu will give it a watch over always good to learn more

@Ryanwatuzzu Will check out this video tn

$IREN Mirantis integrates with $NVDA to run AI for full stack $NVDA DSX AI FACTORY OPERATIONS

Mirantis @MirantisIT

4 hours ago

A layer you can’t inspect is a layer you can’t predict, automate or recover when it fails. That’s why full-stack control matters for anyone operating an AI factory. Mirantis k0rdent AI delivers it through a composable platform that integrates components of NVIDIA DSX OS™, the

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@Fortgamma no idea they are on a hating arc because of emotions to the stock price

@investwitct 100% this is how stocks always work and at $30 people will be getting his name tattooed on them

@james_j_otis smart man

@Julian_Trades1 @stock_analysisx fully agree too many people are based on emotions

@GerardHood82209 @anthonynoto eps is going to grow 40%+ for years even with the marketing spend that is will slow at 15% brand awareness

A lot of people here have a genuine hatred for @anthonynoto for NO REASON. The first complaint is that he is a horrible ceo and the stock has not gone anywhere in 5 years. All this man has done is beat earnings in and out and has the company growing at 40%+ eps right now. This man has beaten earnings all the way through 2022 even in one of the worst rate hike environments ever when every other bank missed. Another huge argument everyone makes is the dilution. $SOFI diluted at $27.50 earlier this year and now the price is at $15. The dilution was eps positive and he raised capital at a share price that is 80% higher. If anything that gives me more confidence in the business and Noto that he understands what is going on. You can not penalize a CEO for actually hitting earnings and the market completely undervaluing his stock at a sub 0.40 forward peg. Or a price to book value of 1.70 when they are not missing earnings and accelerating their business.

Earlier this year SAAS stocks like $ZETA, $NOW, $CRM were completely sold off in the SAAS apocalypse $ZETA $14>$34 $NOW $86>$140 $CRM $150>$240 Now neo clouds $IREN , $NBIS, $CRWV are trading extremely cheap heavily down from ath $IREN $76>$34 $NBIS $286>$206 $CRWV $183>$77 These stocks are now the ones with FUD being spread on them that I believe will run next Which ones are you buying?

@TickerNoise I fully agree with that I like stocks sold off hard with fundamentals getting better

$SOFI is the biggest disconnect in the market RIGHT NOW $SOFI is trading at 19.5 forward pe ratio and a sub 0.40 forward peg ratio with a cagr of 40%+ of eps expected. For reference in the Tariff Crisis they got down to a 21 forward pe so we are now cheaper than when the market was crashing. They are sold off over fears that rate hikes will ruin their margins and eps growth even though in 2022 they did not miss earnings once. People are out here acting like this is the worst company ever when they bought it right off the IPO which is an investing sin. Anthony Noto has brought this company to a spot that is very asset light and prepared for crashes as they move to more than 50% of revenue coming in as fee based through the loan platform business. Overall I have this company growing revenue at 32% after this year and eps at 45% with the incremental 30% net income margins on every dollar of revenue in the future. Valuing this company at a 1 forward peg which is less than Anthony Noto's 1.10 fair value forward peg would result in a $123 share price in 2029 from $15 today.

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@LongGameEquity What other Neo cloud names are less risky other than $NBIS?