Most engaging posts mentioning stocks from @saxena_puru over the last 72 hours.
SoFi Q4 results -
Adj. revenue +58%YoY
Adjusted EBITDA +15.3X YoY
New member adds 480,000
Total members 5.2m (+51%YoY)
Total products 7.9m (+53%YoY)
FY '23 revenue guidance +25-30%YoY
GAAP net income profitability in Q4 '23
I'm long $SOFI
$SPX above 40wk ema and has climbed above its Dec high...
This cycle has been most unusual, stocks peaked months before end of QE (a first) and now $SPX trending higher whilst Fed is still hiking (another first)!
This is a weekly chart, so tomorrow's close will be important... https://t.co/nyZvLcX3wm
Confluent Q4 results -
Cloud revenue +102%YoY
$ based net retention just < 130%
991 customers > $100K ARR (+35%YoY)
Adj. operating margin (-)21.5% (+19.9 pts YoY)
FY '23 revenue guidance ~+30%YoY
I'm long $CFLT
$SPX above it 40-wk ema + today, it has also gone above its Dec high.
In late '21. stocks peaked whilst QE was still going on (a first) + $SPX is now trending higher with Fed still hiking rates (another first)!
I wasn't expecting rally in early '23, price has proven me wrong. https://t.co/d4utJDr5OZ