Wall Street is Selling SoFi. Here’s What They Aren't Telling You

Affirm is mentioned as another smaller company that, like SoFi, had a reduced chance of S&P 500 inclusion after larger companies were selected.

EchoStar's inclusion in the S&P 500 is mentioned as a reason why SoFi's chances of inclusion were diminished.

Coherent's addition to the S&P 500 is noted as a factor that reduced the likelihood of SoFi's inclusion due to its large market cap.

Lumentum Holdings' inclusion in the S&P 500 is mentioned as a reason why SoFi's chances of inclusion decreased.

Veritiv Holdings' inclusion in the S&P 500 is discussed as a factor that made it less likely for smaller companies like SoFi to be included.

Ares Management's substantial year-to-date losses in private credit are noted as part of the broader market downturn impacting financial firms.

KKR's performance in private credit, showing a significant year-to-date decline, is mentioned in the context of broader market concerns.

Blue Owl Capital's substantial losses in private credit are cited as an example of the market downturn affecting similar investment firms.

Blackstone's significant valuation drop in private credit is mentioned as a broader market concern impacting sentiment around companies like SoFi.

Despite a significant stock price drop and concerns about private credit and interest rate guidance, the creator believes SoFi is a long-term buy, citing new business initiatives and the CEO's ability to navigate challenges.