Betting on $SOFI: Why This Could Be a Historic Entry Point

New position in $SoFi Technologies Inc.(SOFI)$ .

Larger allocation than usual...here's why.

$S&P 500(.SPX)$ inclusion candidate. Rebalancing happens quarterly with next one being March 20th, '26.

Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind.

Just launched crypto trading, but unlike $Robinhood(HOOD)$ $Coinbase Global, Inc.(COIN)$ $SoFi Technologies Inc.(SOFI)$ monetizes relationships...not trading volume + market activity. Revenue is tied to member LTV.

Lower rates are mega bullish for SOFI too...student loan refi's, mortgage demand, personal loans.

HOOD's former superstar marketing leader, Patrick Moran, joined SOFI a month ago👀. Consumer growth phase just beginning?

Just a few days ago, CEO Anthony Noto said, "In the first quarter, our revenue growth is 35% ... I would be incredibly disappointed if our first quarter was the fastest quarter of the year."

Meaning the goal is to accelerate.

Two (small) insider *buys* for the first time in over a year.

Over 13M "members", building in stablecoins, entering retail crypto.

Just released a must watch 50-minute interview...

Web traffic really hitting exit velocity on sofi [dot] com.

Snap back to $30+ can come fast. I'm comfortable getting involved for a heavy swing trade in SOFI around twenty dollars.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Rebalancing happens quarterly with next one being March 20th, '26.</p>\n<p>Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind.</p>\n<p>Just launched crypto trading, but unlike <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a data-mention-id=\"SOFI\" class=\"teditor-mention\" data-mention-name=\"SoFi Technologies Inc.\" href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> monetizes relationships...not trading volume + market activity. Revenue is tied to member LTV.</p>\n<p>Lower rates are mega bullish for SOFI too...student loan refi's, mortgage demand, personal loans.</p>\n<p>HOOD's former superstar marketing leader, Patrick Moran, joined SOFI a month ago👀. Consumer growth phase just beginning?</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/955af5d47ed279c5c80632bc7f2b8bac\" tg-width=\"2856\" tg-height=\"986\"><span> </span></p>\n<p>Just a few days ago, CEO Anthony Noto said, \"In the first quarter, our revenue growth is 35% ... I would be incredibly disappointed if our first quarter was the fastest quarter of the year.\"</p>\n<p>Meaning the goal is to accelerate.</p>\n<p>Two (small) insider *buys* for the first time in over a year.</p>\n<p>Over 13M \"members\", building in stablecoins, entering retail crypto.</p>\n<p>Just released a must watch 50-minute interview...</p>\n<p>Web traffic really hitting exit velocity on sofi [dot] com.</p>\n<p>Snap back to $30+ can come fast. I'm comfortable getting involved for a heavy swing trade in SOFI around twenty dollars.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5a00ffd2c00b2fdcd0c51df5f2315c48\" tg-width=\"2458\" tg-height=\"884\"><span> </span></p></body></html>","htmlText":"<html><head></head><body><p>New position in <a data-mention-id=\"SOFI\" class=\"teditor-mention\" data-mention-name=\"SoFi Technologies Inc.\" href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> .</p>\n<p>Larger allocation than usual...here's why.</p>\n<p><a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\"S&amp;P 500\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> inclusion candidate. Rebalancing happens quarterly with next one being March 20th, '26.</p>\n<p>Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind.</p>\n<p>Just launched crypto trading, but unlike <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a data-mention-id=\"SOFI\" class=\"teditor-mention\" data-mention-name=\"SoFi Technologies Inc.\" href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> monetizes relationships...not trading volume + market activity. Revenue is tied to member LTV.</p>\n<p>Lower rates are mega bullish for SOFI too...student loan refi's, mortgage demand, personal loans.</p>\n<p>HOOD's former superstar marketing leader, Patrick Moran, joined SOFI a month ago👀. Consumer growth phase just beginning?</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/955af5d47ed279c5c80632bc7f2b8bac\" tg-width=\"2856\" tg-height=\"986\"><span> </span></p>\n<p>Just a few days ago, CEO Anthony Noto said, \"In the first quarter, our revenue growth is 35% ... I would be incredibly disappointed if our first quarter was the fastest quarter of the year.\"</p>\n<p>Meaning the goal is to accelerate.</p>\n<p>Two (small) insider *buys* for the first time in over a year.</p>\n<p>Over 13M \"members\", building in stablecoins, entering retail crypto.</p>\n<p>Just released a must watch 50-minute interview...</p>\n<p>Web traffic really hitting exit velocity on sofi [dot] com.</p>\n<p>Snap back to $30+ can come fast. I'm comfortable getting involved for a heavy swing trade in SOFI around twenty dollars.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5a00ffd2c00b2fdcd0c51df5f2315c48\" tg-width=\"2458\" tg-height=\"884\"><span> </span></p></body></html>","text":"New position in $SoFi Technologies Inc.(SOFI)$ . Larger allocation than usual...here's why. $S&P 500(.SPX)$ inclusion candidate. Rebalancing happens quarterly with next one being March 20th, '26. Near term catalyst. Inclusion could pop the stock 5%-10%. Anticipation alone can be a strong tailwind. Just launched crypto trading, but unlike $Robinhood(HOOD)$ $Coinbase Global, Inc.(COIN)$ $SoFi Technologies Inc.(SOFI)$ monetizes relationships...not trading volume + market activity. Revenue is tied to member LTV. Lower rates are mega bullish for SOFI too...student loan refi's, mortgage demand, personal loans. HOOD's former superstar marketing leader, Patrick Moran, joined SOFI a month ago👀. Consumer growth phase just beginning? Just a few days ago, CEO Anthony Noto said, \"In the first quarter, our revenue growth is 35% ... I would be incredibly disappointed if our first quarter was the fastest quarter of the year.\" Meaning the goal is to accelerate. Two (small) insider *buys* for the first time in over a year. Over 13M \"members\", building in stablecoins, entering retail crypto. Just released a must watch 50-minute interview... Web traffic really hitting exit velocity on sofi [dot] com. Snap back to $30+ can come fast. I'm comfortable getting involved for a heavy swing trade in SOFI around twenty dollars.","highlighted":1,"essential":1,"paper":2,"likeSize":39,"commentSize":0,"repostSize":6,"favoriteSize":0,"link":"https://ttm.financial/post/530869584318768","repostId":0,"isVote":1,"tweetType":1,"viewCount":656,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SOFI",".SPX","HOOD","COIN"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1123,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/530869584318768"}