$SoFi Technologies Inc.(SOFI)$ reports earnings on Friday! Here are 5️⃣ key metrics to pay attention to:🧵 1/ Members & Products $SOFI Member Ads in 2025: - Q1 800K - Q2 850K - Q3 905K Can they add 1M in Q4? 2/ ADJ EBITDA This is a key metric and a proxy for FCF. $SOFI guided for $1,035B for 2025. So far in 2025, they have earned $736M. $299M to reach the guide would imply 51% Y/Y growth. 3/ Lending Originations In Q3, $SOFI Originated: - $3.4B in Loan Platform Business - $4.1B in Personal Loans - $1.5B in Student Loans - $945M in Home Loans Strong LPB growth is required for the share price to increase. 4/ The Technology Platform This segment has been underperforming expectations for 3 years. - 12% Y/Y growth in 2023 - 12% in 2024 - 10.6% in LT

Copper is the second most used material by the DoD. Trump said on July 9th that "America will once again build a dominant copper industry". If the US gov't is building strategic positions in critical materials, copper seems like the next target. There are a couple of US-headquartered copper producers that I like, including: Freeport McMoRan, $Freeport-McMoRan(FCX)$ ...largest U.S. copper producer + deep DoD relevance, has domestic & global mines, + direct leverage to domestic supply chains. Ivanhoe Electric, $Ivanhoe Electric Inc.(IE)$ ..tech-driven mining model, fits the “next-gen mining” narrative + has high upside if US prioritizes new supply. $Global X Copper Mi

Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP Materials Corp.(MP)$ …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRITICAL METALS CORPORATION(CRML)$ …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USA Rare Earth Inc.(USAR)$ …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first

Peptides are the next major health trend. Haven’t seen google search interest accelerate this fast since pokemon go. This is a major part of the bull case for $Hims & Hers Health Inc.(HIMS)$ . If $Novo-Nordisk A/S(NVO)$ & $Eli Lilly(LLY)$ are the producers, then $HIMS is a distribution layer. But it's planning to be more than that. Roughly 1 year ago, HIMS acquired a US-based peptide facility. Meaning HIMS is not just selling peptides anymore...it's building infrastructure to manufacture + control them. It's emerging as one of the largest consumer distribution channels for GLP-1 drugs in the US. HIMS is building a GLP-1 business that's approaching $700M+ in

Social arbitrage play setting up in the fighting world. UFC is hosting fight night at the White House on June 14th. And if there’s one thing Trump understands...it’s attention. The media cycle will only accelerate as this puppy gets closer too. Dana White calling it "an event unlike any in company history". UFC's parent company is traded under the ticker $TKO Group Holdings(TKO)$ . We've seen the "Trump basket" of $Intel(INTC)$ $Trump Media & Technology(DJT)$ $MP Materials Corp.(MP)$ go nuts...I think you can add TKO into that (adjacently). No brainer for the next two quarters. TKO is currently $204. For SG users only, W

Read to the end for my thesis on the connection between robotics and guns. Few months ago, my brother’s wife asked about buying a gun. She’s 4’11 and has never touched one in her life. My sister said the same thing a week later. I was thinking wtf is going on here...something's shifting. So I looked into it a lil bit. Around 2020 gun demand was a fear thing...covid, riots, politics. I believe there's a new (somewhat similiar) story in 2026, six years later. Lots of uncertainty creeping in again between election cycle coming, geopolitics, police, self defense...even ai. Google searches for "best gun" + similar searches are rising again quickly. SWBI crushed earnings in back to back quarters. Stock found a base and is making higher lows. And here's a very interesting question to chew on... D

If you want to learn social arbitrage, read this + bookmark. Back in Nov '25, my wife wanted some Abercrombie leggings. "What is it, 2010??" I asked her. She said everyone on TikTok had this hoodie, and the brand was cool again. Brings me to my point. Maybe this guy is joking, maybe not...but this is real. Observational & social data can be more powerful than technical & fundamental analysis. The edge for retail over wall st. The suits, living in high-rise nyc apartments, spending 20 hours/day in an office...they miss the real world. Back to the $Abercrombie & Fitch(ANF)$ example real quick...after she told me about Abercrombie, here's what I did uncover the social arbitrage opp. Went to Google Trends, which shows relative search demand

The robotics trade is setting up. I continue to add to our position in $Richtech Robotics(RR)$ ...smaller name but this one is very interesting. Let's recap. - interesting tech relationship with $nvda - founder led - already deployed 450+ robots across restaurants, hotels, retail, and healthcare What's strange is the president of the company resigned just recently, per a recent 8K filing...👀 Leadership shakeup coming? Some big voices love this emerging theme: - musk is "excited about robotics" - huang said the “robotics era is just around the corner” - trump "considering order on robotics" At just $900M market cap, RR is a smaller company so there's some risk here, but I am intrigued. Chart holding well. RR now $4.40. For SG users only, Welcome to o

Which stock will be the next to double?- $Hims & Hers Health Inc.(HIMS)$ at $30- $Novo-Nordisk A/S(NVO)$ at $60- $Eli Lilly(LLY)$ at $1.037- $TransMedics Group, Inc.(TMDX)$ at $142- $NEBIUS(NBIS)$ at $99- $IREN Ltd(IREN)$ at $54- $CoreWeave, Inc.(CRWV)$ at $95- $Cipher Mining Inc.(CIFR)$ at $18- $Amazon.com(AMZN)$ at $231- $Alphabet(GOOGL)$ at $322-

Chinese New Year starts on February 17th.Historically very bullish for the basket. $Baidu(BIDU)$ has been nothing short of impressive. Up almost 30% this month.BIDU is basically China's google, with AI + autonomous driving businesses on top.It's the clear leader heading into the Chinese New Year on February 17th.Earnings expected mid-February too.Big news out last week too...Just launched a fully autonomous commercial ride-hailing service in Abu Dhabi. Planning to scale to "hundreds of vehicles by 2026".Three catalysts in the next month(ish) for $BIDU. If the macro environment behaves, this can see $200+ again.BIDU is currently $157. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimit

10 stocks to buy and hold for the next 10 years:1/ $IREN Ltd(IREN)$ Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power- $9.7B $MSFT Contract- Next Hyperscaler deal is inevitable2/ $Nu Holdings Ltd.(NU)$ Nu Bank is a best-in-class fintech redefining smart banking for hundreds of millions of underbanked people.- 127M Customers- Path to 300M in a decade- Active in Brazil, Mexico, and Colombia- Expanding to the US- $38.8B in Deposits- $30.4B in Customer Loans- 70% Growth in ARPU in 3 years.3/

Let's assume a complete purchase of Greenland happens.(emphasis on the "assume", but Trump seems to have his mind set)Here's how you can profit:Greenland has a total population of 57,000 people...more people (67,227) were at the Indiana/Miami college football game yesterday...Just a little perspective for ya.So what's so attractive?Well to start, maybe the ~1M square miles of land.Or possibly the 1.5M metric tons of rare earth metal reserves. Reserves alone could be valued at $5T...Venezuela's oil ($15T) + Greenland's rare earths ($5T)?$20T worth of resources targeted...but why?Potentially a century-defining, high stakes move to secure dominance for a new version of the "space race".The AI & emerging technology race.And winning it requires enormous amounts of energy, rare earths, urani