SOFI - Social Finance WKN: A2QPMG ISIN: US83406F1021 Kürzel: 6B0 Forum: Aktien User: aktientagebuch
Unaided brand awareness now at 10%, up over 300bps YoY -TGL and NBA keep setting new records in terms of engagement -Crypto supercycle is going to benefit SoFi as a tech company with the strength of being a national bank >Blockchain benefits will be visible across the whole SoFi ecosystem -SoFi USD is at the heart of this strategy -SoFi Plus after relaunch well over $1000 in annual savings for members per year >Initial results are incredibly positive, strong growth in subscribtions -Tech platform: >New unified brand launch rollout in coming months >13 new clients generating revenue this quarter already >2026 expanded relationships with one of the top 3 telecommunication companies in the US >Major step forward in new core platform for SoFi bank, will bring new banking stack to other institutions, seamless integration -Lending segment: >Personal loans continue taking share from competition >New product features coming (like rolling out personal loan stock coach, streamlining application experience) >Expand credit to more members in the future potentially (THIS IS REALLY BIG) -Student loans: best quarter ever, 2.2X growth just YoY -Home lending: momentum building, up nearly 2.4X YoY Healthy growth in TBV, discussion on capital raises: these were opportunistic, NOT DILUTIVE ON PER SHARE BASIS, TBV per share increased drastically, up 3% QoQ
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| 1 | RHEINMETALL Hauptdiskussion | -2,18 % | |
| 2 | Dax Prognose | -0,44 % | |
| 3 | Novo Nordisk nach Split | +3,18 % | |
| 4 | für alle, die es ehrlich meinen beim Traden. | ||
| 5 | DEUTSCHE TELEKOM Hauptdiskussion | +1,11 % | |
| 6 | Renk und alles was dazugehört | -4,16 % | |
| 7 | Hims & Hers Health Registered (A) Hauptdiskussion | +1,94 % | |
| 8 | Ecograf - ein Stern am Graphithimmel | -3,94 % | |
| 9 | New Highland Critical Minerals Registered (A) Hauptdiskussion | -27,97 % | |
| 10 | HauptForum SK HYNIC | +8,58 % | Alle Diskussionen |
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| 1 | RHEINMETALL Hauptdiskussion | -2,70 % | |
| 2 | Novo Nordisk nach Split | +3,05 % | |
| 3 | DEUTSCHE TELEKOM Hauptdiskussion | +1,50 % | |
| 4 | Ecograf - ein Stern am Graphithimmel | -3,94 % | |
| 5 | Renk und alles was dazugehört | -5,01 % | |
| 6 | Hims & Hers Health Registered (A) Hauptdiskussion | +2,06 % | |
| 7 | New Highland Critical Minerals Registered (A) Hauptdiskussion | -28,92 % | |
| 8 | HauptForum SK HYNIC | +4,21 % | |
| 9 | ADIDAS Hauptdiskussion | -2,03 % | |
| 10 | DRONESHIELD LTD Hauptdiskussion | -1,56 % | Alle Diskussionen |