So basically, SOFI is popular and up today, but still negative for the year. Are we just seeing a day trade pop or a trend change?
If rates stay higher-for-longer, consumer lending demand softens, but SOFIโs balance sheet and credit quality could cushion a pullback. If the Fed pivots, we might see repricing; otherwise, itโs a classic credit beta play.
Iโm still learning, but it seems like SOFI is getting bid on volume even though itโs still negative for the year. The second-most-traded detail makes me think thereโs a lot of activity, maybe from traders or ETF flows.
Trendโs up; riding F until it stalls.
Everyone cheers the beat, but inflationโs still sticky and credit costs could bite. Feels like a rerun, not a revolution.
Still bullish on Fโs moat and dividend growth.
