Microsoft is another stock the creator has been adding to recently, with modest gains so far.
Source Post
SoFi Technologies ($SOFI) And PayPal ($PYPL) - Lack of Execution
Jul 11, 2026
The creator discusses SoFi Technologies and PayPal, focusing on their upcoming earnings reports and future prospects. For SoFi, the creator is bullish, expecting a retest of all-time highs by 2026 and providing a price target of $25-$35 by the end of the year, citing strong revenue and member growth. For PayPal, the creator expresses disappointment with the company's lack of execution despite a significant stock price decline.
Linked Mentions
Tickers discussed in this post
Meta has been performing well and the creator has been adding to this position recently.
Google is mentioned as one of the top five positions in the creator's YouTube portfolio and has been a larger position.
AMD is mentioned as one of the top five positions in the creator's YouTube portfolio and has been a larger position.
Novo Nordisk is mentioned as one of the top five positions in the creator's YouTube portfolio.
Oscar Health is mentioned as one of the top five positions in the creator's YouTube portfolio.
UnitedHealth Group is mentioned as one of the top five positions in the creator's YouTube portfolio.
Elon Musk used money from selling PayPal to invest in companies that grew into SpaceX and Tesla.
Elon Musk used money from selling PayPal to invest in companies that grew into SpaceX and Tesla.
Domino's Pizza is mentioned as a comparison to PayPal, noting its low topline growth but focus on strong bottom-line numbers.
Linked Signals
Tracked calls opened from this post
SOFIbuy opened Jul 11, 2026
-7.99%