I’ve mentioned this on CNBC's Fast Money July 1H - The first 15 days of July have been the best two-week trading period for the market since 1928.

$SOFI is currently trading at a P/TBV ratio of 1.78x, much lower than $JPM, despite growing ~3x faster than the incumbent. At the same time, $SOFI expects to add up to $1.0B of TBV this year, which implies a ~30% YoY growth in TBV. There’s definitely some disconnect here.

Uber-Bear Ram Ahluwalia CFA, Lumida has flipped and says that $SOFI will move up. Idk what to make of this, whether it’s a bullish or bearish sign. 😅

Rate cut cycle getting closer. Likely September or November. $SOFI

$SOFI CEO on CNBC tomorrow morning!

$SOFI CEO Anthony Noto full interview from CNBC this morning ⬇️ youtu.be/0lLpJ9NWZrU?si…

$SOFI CEO @AnthonyNoto shares his view of the consumer and the overall economy

Looks like $SOFI is ramping up its credit card business. 0% APR for 15 months, $200 cash bonus, and unlimited 2% for a $0 annual fee CC is a darn good deal.

Are $SOFI HELOC’s in house now? With most Americans unwilling to sell their homes due to locked in low interest rates, they are sitting on trillions in equity. Great market to break into Anthony Noto 🏠🏘️ x.com/datadinvesting…

Data Driven Investing .Nailed it‼️

This will go down as one of the greatest pictures taken in history.

Watching $SOFI break out 💥💥💥

BREAKING NEWS: Trump announces his VP pick! $SOFI 🚀🚀🚀

$SOFI 🚀🚀🚀🚀🚀🌕

When $SOFI CEO Anthony Noto says “Winner Take Most” is this what he meant? 🤫

Upcoming catalysts for $SOFI 2H 2024: 👉 Fed rate cuts 👉 Noto’s earnings beat 👉 Tom Lee’s $IWM rally 👉 Trump slashing corporate taxes 👉 Shorts getting 🔥🔥🔥 👉 Retail apes YOLOing in

Small-caps benefit when markets believe: - #Fed cuts imminent - #Trump The White House Aids small banks $KRE, plus M&A, de-regulation #summerofsmallcaps $IWM Good speaking with Carl Quintanilla Sara Eisen on Squawk on the Street #MondayMotivaton FS Insight cnbc.com/video/2024/07/…

Russell 2000 futures absolutely ripping. If we get a soft PCE at 830AM, small/mid caps like $SOFI will absolutely 💥💥💥

It’s Black Monday Part II, another GFC/COVID style crash, mounting recession fears - and $SOFI is green 🤯