SOFI

News of the Week

News of the Week (February 16-20, 2026)

It was a very light fundamental news week for the coverage universe. I already published my Lemonade earnings review and my Palo Alto Networks earnings

Read More

News of the Week

News of the Week (February 9 - 13, 2026)

Table of Contents * 1. AppLovin (APP) – Brief Earnings Snapshot * a. Results * b. Balance Sheet * c. Guidance & Valuation * d. Quick Thoughts * 2. DraftKings (DKNG) – Earnings

Read More

News of the Week

News of the Week (February 2 - 6, 2026)

Almost all of this week’s content was already sent: * Axon Deep Dive. * Palantir Earnings Review. * AMD & PayPal Earnings Reviews. * Alphabet & Uber Earnings

Read More

Earnings Review

SoFi Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits, Book Value & Margins * d. Credit Health, Capital Market Access & Balance Sheet * e. Guidance

Read More

News of the Week

News of the Week (January 12 - 16, 2026)

Table of Contents * 1. Big Bank Earnings * a. JP Morgan * b. Bank of America * c. More Commentary from Around the Sector * 2. Software Selloff &

Read More