Joined July 2025
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Nolan | SilverOak Capital retweeted
$SPCX- Space Exploration Technologies Corp.
Tomorrow, the largest initial public offering in human history goes live. $75,000,000,000 raised in a single shot. That's bigger than Saudi Aramco, Alibaba, and Meta combined. The financial markets will never be the same.
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What’s $SOFI worth in 12 months?
A: Under $15
B: $15–$20
C: $20–$30
D: $30
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$ZETA - Zeta Global.
How about $30?
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$SOFI - SoFi Technologies Inc.
“Most investors bucket SOFI as a bank. That's why they keep getting the valuation wrong.”
Most investors bucket $SOFI as a "bank."
That's why they keep getting the valuation wrong.
Here's how the flywheel actually works:
-Step 1: Member joins for the high-yield savings rate (beats most CDs)
-Step 2: Takes a personal loan — same app, no branch visit
-Step 3: Opens a brokerage account — stocks, ETFs, crypto, IPOs
-Step 4: Gets the Smart Card — AI switches between debit/credit in real time
-Step 5: Now using SoFiUSD — the first bank-issued stablecoin in U.S. history
SoFi's data: 43% of members use more than one product.
1 in 3 of those adopt a third.
Every new product deepens the relationship, extends LTV, and adds a revenue stream — all from the same member acquisition cost.
This is why banks trade at 10x earnings and fintech platforms trade at 30x revenue.
SoFi is both. And it's priced as neither.
(Not financial advice.)
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Breaking: Claude Fable 5: a Mythos-class model is live now!
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👀 Institutions taking gains to get a slice of $SPCX IPO.
BREAKING: The S&P 500 erases all gains and falls over -2% from its high of the day, erasing -$1.3 trillion in 2 hours.
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Real Life Cheat-Code.
POV: Your life in 10 years if you start investing $100/week today
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POV: $SOFI investors when they realize there is still nearly 500% upside from here.
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How?
$SOFI THESIS 👇
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$SOFI THESIS!
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$SOFI THESIS !
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