AMD has run up massively and helped the account significantly.
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$SOFI & $ZETA HUGE EARNINGS
The RoseApr 18, 2026
The creator discusses SoFi Technologies and Zeta Global Holdings ahead of their earnings reports. SoFi is highlighted for its accelerating member growth and strategic pivot towards fee-based revenue, particularly through loan originations. The creator believes SoFi is well-positioned to manage potential AI-driven disruption to its customer base.
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Creator is considering trimming Google after significant gains, but it's now a long-term position.
Zeta Global is mentioned as an exciting company with upcoming earnings, but the creator expresses skepticism about its ability to avoid AI disintermediation.
SoFi is a strong buy due to accelerating member growth and a successful pivot to fee-based revenue, mitigating AI disruption risks.
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SOFI
buy opened Apr 18, 2026
-8.70%