Rihard Jarc
$SOFI earnings are out!

-GAAP Net Revenue $363M up 57% YoY
-Adjusted EBITDA $20M up 81% YoY
-EPS -$0.10
-Adds 450k members. Total members now 4.3M up 69% YoY
-Raises full year guidance

What recession?
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Special Situations 🌐 Research Newsletter (Jay)
$AMD SEES 3Q REV. $6.5B TO $6.9B (6.7), EST. $6.81B, SLIGHT MISS
$AMD 2Q REV. $6.55B, EST. $6.53B
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Special Situations 🌐 Research Newsletter (Jay)
This is what we were talking about this morning:
https://t.co/Vg6jStRRD3
Well that was quick. The entire UST yield decline of last week has been reversed. - Jeffrey Gundlach
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Morning Brew ☕️
how it feels being the new kid in the office https://t.co/4KtTuX2wgv
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Special Situations 🌐 Research Newsletter (Jay)
RT @simon_ree: The messaging is remarkably consistent. The Fed isn’t going to blink. There’s no dovish pivot coming https://t.co/uQwcIGZe2H
Bill Dudley: The Fed hasn’t pivoted and unfounded market speculation is counterproductive because it could require even tighter policy https://t.co/UfJUvVBlWz - Nick Timiraos
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Morning Brew ☕️
when your favorite co-worker takes a day off https://t.co/3icJPgsjIm
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Special Situations 🌐 Research Newsletter (Jay)
Match $mtch down 24% after hours on earnings miss. You know things are bad when people can't afford to date... https://t.co/XFyi2Sue5M
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Special Situations 🌐 Research Newsletter (Jay)
Match $mtch financial and PR, company is lapping reopening and revenue is not keeping up. Tinder integration issues as well. https://t.co/6BndmoMCYK
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Sidecar Partners
RT @VJ_Rabindranath: Charlie Rose: How would you like to be known long after you are gone?

Warren Buffett: There was this guy with whom hundreds and thousands of people trusted with their life-time savings. Trust means everything to me.
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Morning Brew ☕️
Taco Bell is bringing back its Mexican Pizza on Sept. 15 as a permanent menu item. https://t.co/WuAU0hN5cO
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Paul Graham
Taiwan should get into the server farm business. They already make the chips, and you can't stop data with a naval blockade. https://t.co/ve1TcWghlZ
Getting uncomfortably close to a blockade. "Analysts said the drills in the six zones would effectively block access to commercial shipping lanes and Taiwanese ports." https://t.co/1ZPLEpDgsE - Julian Ku 古舉倫
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