저자: DillonWM2 · 외국인
요약 보기
SoFi는 $27대 횡보 중이며 주식 공모 이후 조정 국면으로 보고 적극 매수 입장. 짐 크레이머의 '$20 근처 매수 대기' 발언을 역지표로 보고, Q4 실적과 S&P500 편입 기대로 강세를 전망. 시장 전반은 연말~1월 단기 강세 후 1월 말 이익실현, 3월 재상승을 예상하며 5월 2일 이벤트 언급. 새 연준 의장 발표를 주시.
다듬은 글
friends, morning. How are you doing? It is Christmas week and we are getting ready to see what more the market's going to bring here. We've done really well so far. Um I want to talk about SoFi, obviously. Um Jim Kramer said something here recently and I thought it was really fun, really funny. I love Jimmy, but um he kind of said some negative.
He said something negative that I think a lot of people found from what I've been seeing about SoFi here. And since he said it, probably SoFi is going to go to $50 at this point cuz just because he said that because if you know the gym the the gym uh theory here, Jim Kramer, uh usually the opposite of what he says happened.
So let's get into it. Let's talk about it. I hope everyone's doing well here. Have some fun. Talk about SoFi and um what we think the market can do here. So obviously I I'm very bullish on the market right now. I think that you know obvious we're going to come out with some economical news here and see what happens here.
But if this news comes out that is about inflation and stuff, um if it's even remotely bullish, the market's just going to next two weeks are going to be phenomenal in the market more than likely. So it could be a great end of two weeks going into January and the market more than likely towards, you know, somewhere deeper in January.
We'll see some major profit taking, setting up, getting into the quarterlys of Q4s, mag everything there down, and then see the market do well again. And then we're getting into March. See what March brings. But May 2 is when drone pow goes out. And we, you know, more than likely Trump said I get he's going back and forth, back forth.
My god, it's hard to keep up with the way he's saying here, but um he just said recently now that he's going to announce the new person, the new chairman in two weeks. And that was days ago. So I don't know after Christmas, we'll hear about it. We'll see who it is. Okay, let's get into it. Let's talk about it and what is going on with SoFi.
So far right now is holding this $27 range. This is kind of just where we're at. We're not getting we're not you know this is just where we're at and obviously this is because of this is all taking place from the stock offering. So the stock offering this has been where we have ended up with SoFi. It's not terrible and I you know my kind of where I'm at mentally with this is I think this is just moment of loading up.
Just load up much as you can load up because we're destined to do great things this year with. SoFi. SoFi is going to roll this year and there's things that could make SoFi explode. You know, we're talking about S&P 500 inclusion. We're talking about the next quarterly could be, you know, just face melting.
Who knows? But let's talk about what Jim Kramer said here because I thought it was really funny and he is getting it from SoFi investors right now. And a lot I think a lot of us are laughing about this because if you know a lot of times when Jim Kramer says something negative about a stock it ends up doing very well.
When he says something positive about a stock it'll do the opposite. So um here we go. So Jim said okay SoFi stock is right now enjoying I could say a pullback and I don't want to buy it until I think they're further along in the pullback. Further along in the pullback. We'll see because now it got a very high price to earnings multiple.
Why don't we wait to see if it could? If it can't, you can't get this stock at $20. $20. $20 buy a little 23 say, but I don't want you to pay at these prices. Saying that um with with Jimmy here, I first of all, I love Jim Kerma show. I mean, I used to watch this guy when I was a kid. I I still like to tune in from time to time.
I think his show is amazing. But saying that, you know, I I think that is insane. I think that, you know, buying SoFi when it falls down to 26, 25, 24, yeah, snag up what you can. I was saying this a week ago when it went down these prices. Um, you know, I was trying to get as much as I could. But saying that, you know, SoFi going to 20 bucks, something quite terrible has to happen to the overall market to see SoFi at $20 again.
Now, is that possible? Of course, it's possible if we've learned anything this year, we've had the highest of highs in the market and we've had lowest of lows from, you know, these 48 hour drop offs to, you know, October, November being kind of the longest here. But from the beginning of the year starting off high, deep sea kicking in, bam, market crash, oh my god, runs burning to boom, markets jumping back up and we just ride this crazy wave into the summer to, you know, until we get really to o the end of October, November here, um, where the market crashed and now we're kind of bouncing back here and we could end really strong here and pushing into the new year.
Kind of a bullet point map of what we've dealt with here this year. So, SoFi here, I I just I think that's kind of dangerous news to tell people to wait and buy SoFi. You know, if you're long-term at SoFi, what do you got to lose? I I mean, we're talking about the quarterly coming out here Q4 that undoubtedly should be in the billion dollar plus.
And what is that going to do? If SoFi comes out with 1 point plus billion, you know, that's gonna that's they're going to keep this 27 position and probably move into 28, possibly start snagging up 29 here. Okay, then when we get to March, like you know what? If you're still not buying SoFi and SoFi gets put in the SP500, well, guess what?
SoFi is going to go freaking nuts. You know, people aren't going to be able to buy SoFi at $20. There's a very real theory where SoFi may never touch $20 again. Like that that just may be gone forever. Forever. Ever. That may just be gone. So, this is where I go like, Jimmy, what are you what are you telling people here, Jim?
Um 23. Yeah, I mean, it's possible. We had it here a moment ago, but those days are going to get further and further away from us. You know, the these very short days with SoFi. So, you know, I look at SoFi in 2026 where I go, you know, this is this is going to be very wild, very wild to watch. You know, if if SoFi goes into this new year busting off billion dollar quarterlys, going into the S&P 500 being bought up by all kinds of, you know, ETFs, you know, there's just massive amounts of money poured into it, it becomes even more popular.
Plus, the company keeps releasing great news that they're doing, partnerships, adding on to the company, innovation, innovation. I mean, you know, I mean, what are we talking about here? So, I I don't know, man. I I just I look at that, I go like that that's kind of crazy, you know, to to say that, you know, $20.
So, I don't know. Is what it is. I just thought that was so so interesting that Jim said that. So, obviously, I'm very bullish on SoFi. And, you know, anything under $30 right now, I think, is a insane deal for SoFi, 100%. Yes. trading multiples over. I I get all this conversation, but I I don't know why people still when people say that I I get almost like I look at them as like how a dog looks at like a weird sound.
We're just like, you know, cuz how many stocks companies in the public trading market here trade well above where they should for some companies that aren't even making profit yet. Some companies obviously not even at the market cap of where they should be trading. I mean, Palanteer is a great example of this, but there's there's tons of companies like this.
There's tons. I mean, look at Robin Hood for God's sakes. It's insanely priced up. But also, too, you can make the argument Robin Hood's got a lot going on. You know, now they're talking about getting more into the sports, you know, side of things, you know, putting that on top in their, you know, account, you know, where you can buy stocks and you can bet on sports.
Two, you know, they're in the S&P 500, but look at Robin Hood as an example of what could happen to SoFi here. You know, Robin Hood went into the SP500 and that was kind of a slingshot and, you know, them being pumped with steroids to really push up that stock. So, I I you know, I just think there's a lot of good things that we're going to see here from SoFi 100% and I think people should be excited.
you know, anything you can get your hands on under $30 with SoFi. I guess the main point, too, is like don't hold your breath for 20 bucks. If SoFi goes to 20 bucks, I won't be upset. I'll just be like, I'm going to buy as much as I can. I am going to buy as much as I can because if we see 20 one more time, two, that may be the last time.
Um, something drastic is going to have to happen in the overall market. It's not just SoFi. It's the market that is going to have to have a moment for bank stocks to collapse like that. That that is so much money being poured out of SoFi. It's insane. So, um yeah, friends, be excited. I I'm excited about this week.
I think we're going to have a really good week in the market. And um you know these last two weeks really not even that cuz there's some you know there's some you know we got Christmas taken out Christmas Eve half a day and um you know then we've got next week kind of you know what's going to happen there.
I I think this is a moment whether you're swinging when you're swing trading this week, next week, when you're day trading, making trades, maybe you're selling out of things, trying to get your taxes together, you're taking some losses, taking some profit, wherever you're at. Um I I think by Wednesday kind of, you know, obviously tomorrow, Wednesday, by noon, we'll have a lot better understanding of where we're going to be the rest of the month with the market.
obviously. Um, and the market's just waiting on this last little bit of news. There's so much money that's been put back in the market right now. And to see new money start to show up here soon, the the market wants to make sure it has the green light. And if the market can get the green light here with this economic news that's coming out here, this data, it's going to be smooth sailings 100%.
So friends, take care of yourself and best of luck today in the market. I will talk to you soon. Bye for one.
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