SOFI

Short · lags the market Closed

1 month horizon · Financial Services · submitted Jul 2, 2026, 12:27 PM PT

Jordan Okafor@jokafor

Result vs S&P 500

Beat the market

Jul 6, 2026 → Aug 6, 2026

The thesis

1.Margins are expanding faster than the street expects
2.New product cycle should drive upgrades through next year

What would prove me wrong: Gross margin comes in below last quarter

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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