- ‼️ this is a $50 stock trading at $17. Since hitting all time highs last year, $SoFi has done 👇🏼 Acquisitions • PrimaryBid assets (May 2026): Acquired assets and technology from the UK fintech, including its directed share program for retail investors to access IPOs and public offerings • Composer (April 2026): Acquired AI-powered automated investing platform. Enhances automated portfolio tools and SoFi Plus features. • Peach Finance (May 2026): Acquired cloud-native lending infrastructure and loan servicing platform with ~$2B in active loan volume. Bolsters enterprise lending capabilities as part of SoFi Technology Solutions. New Product Releases & Launches • SoFiUSD stablecoin full launch (May 27, 2026): First stablecoin issued by a U.S. national bank. • Big Business Banking (April 2026): Enterprise platform allowing businesses to manage fiat and crypto in one regulated bank account with real-time transfers and conversions. • SoFi Coach (early-mid 2026): AI-powered financial guide to help members optimize spending, saving, and overall money management. • SoFi Plus relaunch (April 2026): Upgraded premium membership offering higher APY on deposits, investment and crypto matches, and additional benefits. • Home lending enhancements (2026): Expanded HELOC, home equity loans, and full end-to-end homeownership support tools. • Other 2025-2026 builds: SoFi Pay for blockchain-powered international remittances (30 countries), relaunch of SoFi Crypto trading, and AI Personal Loan Doc Coach. Announced Partnerships & Business Expansions • Mastercard partnership (2026): Enables SoFiUSD to settle across Mastercard’s global payments network for improved interoperability. • Loan Platform Business expansions (2025-2026): Multiple new funding agreements totaling billions in personal loan commitments with banks, asset managers, and insurance groups. Drives capital-light, fee-based revenue growth. Key Milestones • Strong Q4 2025 and Q1 2026 results: Record adjusted revenue of ~$1.1B in Q1 2026 ( 41% YoY), positive net income, member growth to 14.7M ( 35% YoY), and continued profitability. • Crypto & blockchain leadership: Positioned as the first U.S. national bank to offer in-app consumer crypto trading and issue its own stablecoin revenue grew along with new streams of revenue, business got stronger and expanded products . STRONG BUY

India's NSE set to list in one of country's largest IPOs reut.rs/4ermzZD reut.rs/4ermzZD

New infographic: Don't invest in your own extermination! (Avoid funding the AI tech IPOs, because superintelligence will quickly threaten human existence...) AI-generated infographic. But it's just an image. It won't kill you. It's WARNING about the weaponization of superintelligence by governments and war departments. We must use AI responsibly, not as weapons!

ipos always comeback to ipo price $SPCX never fails

Half the railroads were in bankruptcy by 1875, and most of the 1999 dot-coms went to zero. Every bubble ends the same way. Our portfolio managers on the coming AI crash and the hyperscaler unwind nobody is positioned for. 0:00 SpaceX, $SPCX IPO Day 10:47 Neil Howe on OpenAI Cutting Prices and AI as a Utility 11:49 The Railroad Bubble, Switching Costs, and Why AI Is Different 15:24 Sam's 1999 Comparison: Valuations, IPOs, and AOL/Time Warner 19:13 Private Equity Ate the IPO Market and Earnings Have Become Fantasy 22:37 Behemoths Instead of Startups, and Why the Public Hates AI 28:23 Elon at $1 Trillion vs. Rockefeller, Morgan, and the Coming Backlash 33:54 How HAM Is Actually Positioning Right Now 37:36 The Bottleneck Migration From GPUs to Networking to Foundry 40:21 The Hyperscaler Unwind Scenario Nobody Is Prepared For 44:05 Lowest Cost Wins: Google, Anthropic, OpenAI, and Everyone Else 47:06 "The Parasite That Kills the Host" and the Robotics Counter 52:27 Starlink Is a Real Business. The Lunar Mass Driver Is in the S-1 58:41 Inside the SpaceX S-1: A Lockup Structure Worth Studying

$SPCX the decline has begun… As many of you know, I rarely buy into hyped IPOs right after they debut. In my view, investing in newly public companies during the initial excitement is often driven more by speculation than fundamentals. In many cases, these stocks don’t become truly investable until months or even years later, once the hype fades and the business has time to prove itself.

Bitcoin is yesterday's darling. Nobody wants it any longer. Selling to buy the big new IPOs....

Anyone who understands IPOs knows there's usually a sell-down after the initial bump. Totally predictable.

I don't play hyped IPOs anymore.... How many big names have had 30-50% drawdowns later on...... Meta, AMZN, GOOGL, snow, abnb, rivn, uber, hood, coin etc many more. I'll wait enter.... Unless history doesn't repeat

SpaceX's IPO could have a bigger impact on luxury real estate markets than other tech IPOs because so many individual investors owned shares through SPVs, says to @M13Company's Carter Reum. "When OpenAI and Anthropic IPO, a bunch of VCs are going to make a ton of money. But VC's investors are endowments and institutional pensions." "When you think about SpaceX, it's every guy in YPO (Young Presidents' Organization), every guy at the country club, every guy at Burning Man." "There has never been this much value return that was literally 80% in SPVs." "Even if they didn't 150x, they 10x'd or 5x'd — some guy just made $3M, another $100M or $1B."

It is currently hovering around the $170–$180 range, still up more than 30% from its IPO price of $135. Compared to other tech IPOs, its performance has been quite stable.

💡 Whether you’re exploring crypto fundraising or traditional markets, understanding the difference between ICOs and IPOs is crucial for smart investing and compliance.

I did not buy bcos I know how IPOs go. You can always buy in cheaper later.

The reason why anyone should stay away from IPOs. I personally never touch the names even if I miss the rush, they're overpriced.

Lesson 14: Do not invest in IPOs. From 1968 through 2000, a buy-and-hold strategy on IPOs underperformed the index in 29 out of 33 years. “IPO: It’s Probably Overpriced.”

volatility. 👉 Key takeaway: ICOs are decentralized crowdfunding tools for blockchain projects, while IPOs are regulated equity offerings in traditional finance.

Two unprofitable frontier labs are cutting prices to win your business before their IPOs. If you buy AI at any scale, this is the rebid window. The best negotiation tactic is a good alternative — right now you have two, fighting over you, below cost.