The creator plans to trim e.l.f. Beauty (ELF) if it reaches $125-$150 per share, as they are up 80% on the position.
Source Post
SoFi Technologies ($SOFI) WIN WIN Scenario
Aug 23, 2026
The creator discusses three potential scenarios for SoFi Technologies ($SOFI) over the next 12-18 months, all of which are expected to lead to a higher stock price. The scenarios are primarily driven by interest rate movements, with a focus on how SoFi's net interest income and margins are affected, particularly in a rising rate environment. The creator also touches on past valuation concerns for SoFi.
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The creator holds UnitedHealth Group (UNH) and is up 34% on the position.
The creator expresses strong conviction in Oscar, with a price target of $35-$40 and plans to trim if it reaches that level.
The creator believes SoFi ($SOFI) is in a "winwinwin" scenario with three potential outcomes over 12-18 months, all leading to a higher stock price, driven by interest rate dynamics and net interest income.