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"I think everything is going quite well at SoFi. But yeah, patience is required because right now if it's not memory, semiconductors, AI data center, things like that, well, you're not participating in this bull run."

"But if you've been invested in SoFi from below $10, then we've seen worse, right?"

"He's going to benefit quite a lot if SoFi tomorrow is $25, $35 or so. And he's been buying shares himself."

"And yes, eventually we are going to get rate cuts and it's going to help a business like SoFi."

"Now, yes, I am feeling the same feeling that we've seen when the stock was trading around 56 $7 for a long long time despite the business becoming better and better. I do think that today the business is way way healthier than where it was at five $67 or so."

"Once we do get some rate cuts, yes, it's of course going to help a business like SoFi."

"Notto then went on to talk about SoFi USD. He said that he hopes that Sofa USD becomes worth several billions of dollars in volume over time while generating 1 to 2% of net interest income."

"LPB gives SoFi capital light fee revenue while preserving flexibility to keep enough loans on balance sheet to support net interest income visibility through 2027."

"He did say that 85% of SoFi products are now non- lending products even though lending still drives the highest revenue per product and supports the best unit economics across the ecosystem as we're going to see the non- lending side of the business take over more and more. I I do think that the market will start to put maybe a bigger multiple on a name like SoFi."

"is only digging into SoFi for 3 months and so the questions were a bit yeah general questions but we did get some useful info from Anthony Noto."

"If the macro is not in a good place, you are so far. Yes, lending is a bit part of the business. You're not getting any love at the moment"

"macro is attached to a name like SoFi. They can grow 40%. But the market doesn't give a damn."

"SoFi stock is not going up. Okay. Interesting. I'll show you what has happened when sales and marketing expenses."

"I would say that price does uh drive a sentiment. If SoFi were closer to $25, $30 today, the exact same business, I I assume a lot of the people that are angry right now would be extremely bullish on SoFi despite the business being exactly the same."

"LOWER Your Tesla Stock Expectation in 2024"

"Let's cover Nvidia's earnings report and call!"

"As for the high-flying names, yes, Micron went from over 800 to now 700 or so, but doesn't really make that much of a difference."

"Moving on to Google which in my opinion is also one of the biggest winners in this whole AI race. So Google IO is happening right now and this is what they showed us."

"If you go and have a look at the Nvidia DCF, which is available to all of you for free, there's a link to the Google Drive for Nvidia and all the rest as well for free."

"Although the number two winner or pretty close to being the number one, Google is closing in quite quickly. We'll talk about Google in a bit."

"And of course, what does that mean for everybody else? Nebia, Core Reef, Micron, etc., etc."

"If we can maybe learn a little bit more about the numbers, especially behind Grock, standalone CPUs, etc., etc., in the next earnings call. I think that could push the stock much much higher."

"All right, so let's have a look at Nvidia $5.4 4 trillion in a market cap, 45.3 times trailing PE, 23.4 times forward PE. Super high margin business, of course. Still high growth company despite its size."

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"Apple since Apple doesn't really participate in this whole AI story Apple was a little bit green all the rest were red max 2.7%"

"Also want to talk a little bit about Google. Google IO is happening right now. They've already made some big announcements and I think the numbers speak for themselves."

"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs."

"we've been hearing a lot more from Intel, from ARM, from AMD about CPUs."