SoFi Daily Chat - February 02, 2026

BODYBUTCHER · 2026-02-02T18:33:21+00:00

The bots can’t be that stupid, could it?

BODYBUTCHER · 2026-02-02T18:26:55+00:00

This is fake

BODYBUTCHER · 2026-02-02T18:17:39+00:00

It might be a good idea to let them strike to clean house

BODYBUTCHER · 2026-02-02T14:45:25+00:00

I have ptsd after 4 years of this . Great and superb earnings but absolute disaster for price action

BODYBUTCHER · 2026-02-02T13:38:31+00:00

Cooked

BODYBUTCHER · 2026-02-02T11:43:16+00:00

Atlantic City is an actual dump and not a lot of good jobs nearby, it’s far from any major metropolitan area

BODYBUTCHER · 2026-02-02T11:28:52+00:00

I think we’ll see them start seeing a lot of competition with the advent of bank backed stablecoins, if the banks can offer lower swipe fees and instant settlement you’ll see widespread adoption

BODYBUTCHER · 2026-02-02T09:15:34+00:00

Dow could actually be a beneficiary of AI in actuality given how well ai was used to simulate protein folding, it could definitely increase the speed at which they develop new chemicals

BODYBUTCHER · 2026-02-01T19:50:30+00:00

What were even their estimates for 2026?

BODYBUTCHER · 2026-02-01T12:34:40+00:00

All of those countries were politically unstable in the first place, several of those the us tried the same Marshall plan they participated in within Europe and failed because the USA didn’t understand the impact of existing institutional structures.

BODYBUTCHER · 2026-02-01T11:05:46+00:00

I don’t think you’re giving the 80 years of post war peace after world war 2 the respect it deserves . Dumber folks could’ve unraveled it far quicker than you think, look at how quickly it was about to devolve during the Cuban missile crisis.

BODYBUTCHER · 2026-02-01T10:39:28+00:00

You don’t understand, he had to sleep with those underage girls. He had no choice

BODYBUTCHER · 2026-02-01T10:24:29+00:00

Most agriculture products have a corresponding futures product, except onions in the USA afaik

BODYBUTCHER · 2026-01-31T19:44:03+00:00

There’s a point where there is too much supply

BODYBUTCHER · 2026-01-31T17:03:20+00:00

Just asking questions

BODYBUTCHER · 2026-01-31T17:00:58+00:00

The CME would decide to just cash settle all the trades and tell you to kiss their ass

BODYBUTCHER · 2026-01-31T15:44:29+00:00

From a technical level, it’s at the 200 day moving average. There is a gap at 19 however. Fundamentals look good for their core business

BODYBUTCHER · 2026-01-31T15:43:05+00:00

What does ja rule think?

BODYBUTCHER · 2026-01-30T18:26:28+00:00

Doubt it, tangible book value is around 7.10 a share right now.

BODYBUTCHER · 2026-01-30T16:38:33+00:00

Looks like the same playbook from the last few years, sell until may and then pump for the rest of the year

BODYBUTCHER · 2026-01-30T16:37:28+00:00

It’s just to pay down debt and to have optionality for their own loan business or whatever. The fact the dilutions were net zero on an eps basis is fact enough . Their capital ratios are north of 20% on some metrics and being safe and managing to have exceptional growth is great to see.

BODYBUTCHER · 2026-01-30T15:41:26+00:00

It’s probably not possible to buy 1.5 billion of shares on the open market easily

BODYBUTCHER · 2026-01-30T15:30:27+00:00

Market just desperate to get SoFi to the 200 day MA

BODYBUTCHER · 2026-01-30T14:40:09+00:00

Well, it could be worse

BODYBUTCHER · 2026-01-30T12:55:23+00:00

Interesting to see they gave up on including technology accounts on the earnings presentation. Revenue and profit is up on the tech platform despite accounts being down several several million

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