$SOFI 10k is out! 📣 • The $1B Milestone: First-ever $1.01B revenue quarter (Q4); full-year net income hit $481M. Transition from fintech startup to a structurally profitable bank is complete. 🏦 • Member Explosion: Added a record 1M+ members in Q4 alone, reaching 13.7M total

Tokenising real world assets is commencing. People will say it was obvious in hindsight $CEPT $SECZ $FIGR

$HOOD and $BLK are shouting about tokenisation from the rooftop - $CEPT are going to be very busy for the foreseeable. Let’s go Carlos Domingo $CEPT > $SECZ

To the Moon, Mars and beyond 🚀 $RKLB $LUNR $REDW $PL

😅 “you’re not allowed to my birthday party anymore” #OpenAi #Anthropic $NVDA $PLTR

I really like $LMND but just to point out the 9% favorable prior period. Without this accounting boost, the ratio would have been closer to 61%- still great but a more normalised figure. Either way well done $LMND $ROOT $BRK $ALL $CB $UNH

Deep Moat Society 13F 😉 $SECZ (currently $CEPT - Tokenising real world assets $ABCL - world class biotech in the making $ASTS - global communication power house $RKLB - infrastructure for the next decades

🚀 What’s the outcome for $RKLB? If the deal to acquire Mynaric "stays domestic" (fails), here is how it hits Rocket Lab: • Vertical Integration Speedbump: Rocket Lab’s "Space Systems" strategy is built on owning the whole stack. Mynaric’s laser terminals are the "glue" for