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$SOFI
It had a similar setup to $CRDO. They both pulled back to a similar average. The depth of the correction is enough 🤞
In the last quarter, gaining 1M+ new members indicates strong product market fit and that cross sell potential is increasing. In Q4, record operating income of about $185M supports the argument that operating leverage and the profitability trend are strengthening.
Even though the stock looks expensive, the high growth expectation remains intact. Consensus EPS growth is projected at 54% in 2026 and 35% in 2027