@ashton_1nvests
- Bullish
- Bearish
Calls on $SOFI
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@ashton_1nvests · Bullish $SOFI is a must buy here IMO https://t.co/uNmPbJRKWr
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@ashton_1nvests · Bullish I disagree. $SOFI is in the 15’s… It should easily be in the $30’s… https://t.co/hKFKQPh6Nk
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@ashton_1nvests · Bullish 5/ High-quality companies improve margins over time. When margins rise, valuation usually follows. - $AMZN pushing retail margins higher - $AMD expanding gross margins as AI demand accelerates - $SOFI raising contribution margins as products scale - $UNH consistently leading
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@ashton_1nvests · Bullish 1/ High-quality companies have consistent revenue growth. Not hype. Not one lucky quarter. Real, repeatable growth. - $AMZN grows through AWS, ads, and retail scale. - $AMD grows through data center, AI, and cloud demand. - $SOFI grows through product expansion and https://t.co/8dVis1l5nE
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@ashton_1nvests · Bullish Just a reminder: Anthony Noto and the $SOFI leadership team have done nothing but earn our trust. Believe in them.
Risk read
- Returns hinge on one outlier winner.
Score breakdown
- low win rate25.9
- concentration0.0
- young account0.0
- outlier dependency68.7