LogoThread Easy
  • 탐색
  • 스레드 작성
LogoThread Easy

트위터 스레드의 올인원 파트너

© 2025 Thread Easy All Rights Reserved.

탐색

Newest first — browse tweet threads

Keep on to blur preview images; turn off to show them clearly

10) Still Undervalued

Despite running more than 200% in the last few months, $SOFI — believe it or not — is still undervalued.

Case in point. $SOFI currently trades at a Forward PE of about 74x, but that's based on 2025 EPS estimate of $0.30, which is below management’s revised guidance of $0.31.

In addition, analysts estimate 2026 EPS to be $0.54, which is also below management's guidance of $0.55 to $0.80.

Analysts forget that management likes to not only sandbag their guidance but also destroy it in the process. 

That said, I believe $SOFI will achieve an EPS of $1.00 in 2026, valuing SOFI at a 2026 Forward PE of about 21x today.

Now that looks like a good valuation to pay.

Some catalysts to consider include:
- new deals for the Loan Platform Business
- acquisitions
- relaunch of crypto offerings
- interest rate cuts

10) Still Undervalued Despite running more than 200% in the last few months, $SOFI — believe it or not — is still undervalued. Case in point. $SOFI currently trades at a Forward PE of about 74x, but that's based on 2025 EPS estimate of $0.30, which is below management’s revised guidance of $0.31. In addition, analysts estimate 2026 EPS to be $0.54, which is also below management's guidance of $0.55 to $0.80. Analysts forget that management likes to not only sandbag their guidance but also destroy it in the process. That said, I believe $SOFI will achieve an EPS of $1.00 in 2026, valuing SOFI at a 2026 Forward PE of about 21x today. Now that looks like a good valuation to pay. Some catalysts to consider include: - new deals for the Loan Platform Business - acquisitions - relaunch of crypto offerings - interest rate cuts

That's a wrap! If you would like to read my full investment thesis on $SOFI, do check out my deep dive article here: https://t.co/H7iuGNqovQ These posts take a lot of time and energy to write, so I would appreciate a like, share, and subscribe. Thank you for your support!

avatar for Riyado Sofian
Riyado Sofian
Fri Aug 01 19:26:54
@astridwilde1 dont have a meme to post for $NET yet (later today) but i really want to tweet the word 'stonks' so: stonks

@astridwilde1 dont have a meme to post for $NET yet (later today) but i really want to tweet the word 'stonks' so: stonks

@astridwilde1 net $562M, 3.19% beat, god bless. it is the new application layer of the internet but instead of being on the OSI model its a ticker on the nasdaq

avatar for near
near
Thu Jul 31 20:54:39
this seems really important:

it is totally plausible that a model could get IMO gold without *any* reinforcement learning, given a perfectly-crafted prompt

we just don't know, and lack tools to efficiently search through prompt space.    glad to see at least someone is trying

this seems really important: it is totally plausible that a model could get IMO gold without *any* reinforcement learning, given a perfectly-crafted prompt we just don't know, and lack tools to efficiently search through prompt space. glad to see at least someone is trying

research @cornell // language models, information theory, science of AI

avatar for dr. jack morris
dr. jack morris
Thu Jul 31 01:24:24
I didn’t question who was paying you, I asked how much are you being paid!?

I didn’t question who was paying you, I asked how much are you being paid!?

Adelaide. Auspol Content Creator. I usually vote Labor. Tampons should be free. Your Dad argues with me on the internet. Follow me on Insta & TikTok 👇🏻

avatar for Belinduh Pyne
Belinduh Pyne
Tue Jul 29 11:38:42
I didn’t question who was paying you, I asked how much are you being paid!?

I didn’t question who was paying you, I asked how much are you being paid!?

Adelaide. Auspol Content Creator. I usually vote Labor. Tampons should be free. Your Dad argues with me on the internet. Follow me on Insta & TikTok 👇🏻

avatar for Belinduh Pyne
Belinduh Pyne
Tue Jul 29 11:38:42
I didn’t question who was paying you, I asked how much are you being paid!?

I didn’t question who was paying you, I asked how much are you being paid!?

Adelaide. Auspol Content Creator. I usually vote Labor. Tampons should be free. Your Dad argues with me on the internet. Follow me on Insta & TikTok 👇🏻

avatar for Belinduh Pyne
Belinduh Pyne
Tue Jul 29 11:38:42
  • Previous
  • 1
  • More pages
  • 4208
  • 4209
  • 4210
  • More pages
  • 4252
  • Next