Offshore
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The Transcript
RT @TheTranscript_: $V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.
"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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RT @TheTranscript_: $V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.
"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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Offshore
Photo
The Transcript
RT @TheTranscript_: Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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RT @TheTranscript_: Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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Offshore
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Lumida Wealth Management
Michael Burry just called Bitcoin's drop a "death spiral."
Bitcoin down 40% since October.
Nearly 200 public companies hold it on their balance sheets.
Burry's warning: "There is no organic use case reason for Bitcoin to slow or stop its descent." https://t.co/zwZYRW8XOB
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Michael Burry just called Bitcoin's drop a "death spiral."
Bitcoin down 40% since October.
Nearly 200 public companies hold it on their balance sheets.
Burry's warning: "There is no organic use case reason for Bitcoin to slow or stop its descent." https://t.co/zwZYRW8XOB
tweet
Offshore
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Bourbon Capital
5 Stocks with Strong Upside Potential
1. $SOFI - SoFi Technologies
5y Revenue CAGR Growth: 29.5%
5y EPS CAGR Growth: 184%
5y Cash & Equivalents CAGR Growth: 58.6%
5-year stock performance: -11%
Revenue CAGR forecast to 2030:
Low: 15% | Mid: 16.8% | High: 18.5%
SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics, software-like margins, and global fintech infrastructure capabilities.
The company is positioning itself at the center of the crypto and AI super-cycles, becoming the first national bank to relaunch crypto trading (SoFi Crypto, November 2025) and issue a bank-backed stablecoin (SoFi USD, December 2025).
SoFi added a record 1 million new members in Q4 2025, bringing total membership to 13.7 million, up 35% YoY, the first quarter in company history to exceed one million net additions.
Under conservative assumptions, SoFi is expected to deliver +15% revenue growth and +70% stock upside by 2030, reaching roughly $38. If execution remains strong, the stock could reach $50+, implying +120% upside over the next four years.
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5 Stocks with Strong Upside Potential
1. $SOFI - SoFi Technologies
5y Revenue CAGR Growth: 29.5%
5y EPS CAGR Growth: 184%
5y Cash & Equivalents CAGR Growth: 58.6%
5-year stock performance: -11%
Revenue CAGR forecast to 2030:
Low: 15% | Mid: 16.8% | High: 18.5%
SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics, software-like margins, and global fintech infrastructure capabilities.
The company is positioning itself at the center of the crypto and AI super-cycles, becoming the first national bank to relaunch crypto trading (SoFi Crypto, November 2025) and issue a bank-backed stablecoin (SoFi USD, December 2025).
SoFi added a record 1 million new members in Q4 2025, bringing total membership to 13.7 million, up 35% YoY, the first quarter in company history to exceed one million net additions.
Under conservative assumptions, SoFi is expected to deliver +15% revenue growth and +70% stock upside by 2030, reaching roughly $38. If execution remains strong, the stock could reach $50+, implying +120% upside over the next four years.
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Offshore
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Benjamin Hernandez😎
Stop chasing green candles; buy the setups. We called $MDB early—+38% locked. Today’s picks are live in the group. No hype, just pure math.
Unlock here: 👉 https://t.co/71FIJId47G
Send “HI” and I’ll drop the full list before the open.
$SOFI $HOOD $PLTR $GME $SNDK
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Stop chasing green candles; buy the setups. We called $MDB early—+38% locked. Today’s picks are live in the group. No hype, just pure math.
Unlock here: 👉 https://t.co/71FIJId47G
Send “HI” and I’ll drop the full list before the open.
$SOFI $HOOD $PLTR $GME $SNDK
INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)
The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq tweet
Moon Dev
i usually wouldnt leak our private quant zooms like this
but this one is essential if you are really trying to automate your trading https://t.co/1ZOGuMGRJY
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i usually wouldnt leak our private quant zooms like this
but this one is essential if you are really trying to automate your trading https://t.co/1ZOGuMGRJY
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Offshore
Video
Moon Dev
Clawdbot is making everyone buy Mac Minis
Save your money and do this instead https://t.co/vPlczsZbzt
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Clawdbot is making everyone buy Mac Minis
Save your money and do this instead https://t.co/vPlczsZbzt
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Offshore
Video
Michael Fritzell (Asian Century Stocks)
RT @ekmokaya: Someone made a video of what people are up to on our local frozen lake in Sweden during winter:
Beautiful. https://t.co/ixUGo0p2IT
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RT @ekmokaya: Someone made a video of what people are up to on our local frozen lake in Sweden during winter:
Beautiful. https://t.co/ixUGo0p2IT
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The Transcript
RT @TheTranscript_: In this week’s newsletter:
🏭 $TSLA: I think if we don’t do the Tesla Terafab, we’re going to be limited by supplier output of chips. And I think maybe memory is an even bigger limiter than AI logic
🛍️ $MA: There is question on how the consumer was affected or not by some of the tariff changes that we’ve seen last year. And that doesn’t show up in our data either. So it’s not coming through
🤝 $GS: I think 2026 will be an even better dealmaking year. 2026 could be one of the best M&A years ever. I can see through our backlog and our activity levels and our client dialogues a very robust environment for dealmaking
👩💻 $RHI: While perspectives on medium- to long-term structural impact of AI on the labor market vary greatly, most of theevidence suggests a ne gligible impact so far on our areas of employment, particularly among small businesses
📱 $META: I don’t think that video is the ultimate kind of final format. I just -- I think that this is going to get -- we’re going to get more formats that are more interactive and immersive and you’re going to get them in your feeds
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RT @TheTranscript_: In this week’s newsletter:
🏭 $TSLA: I think if we don’t do the Tesla Terafab, we’re going to be limited by supplier output of chips. And I think maybe memory is an even bigger limiter than AI logic
🛍️ $MA: There is question on how the consumer was affected or not by some of the tariff changes that we’ve seen last year. And that doesn’t show up in our data either. So it’s not coming through
🤝 $GS: I think 2026 will be an even better dealmaking year. 2026 could be one of the best M&A years ever. I can see through our backlog and our activity levels and our client dialogues a very robust environment for dealmaking
👩💻 $RHI: While perspectives on medium- to long-term structural impact of AI on the labor market vary greatly, most of theevidence suggests a ne gligible impact so far on our areas of employment, particularly among small businesses
📱 $META: I don’t think that video is the ultimate kind of final format. I just -- I think that this is going to get -- we’re going to get more formats that are more interactive and immersive and you’re going to get them in your feeds
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