Joseph Invests retweeted
These are strong results in any environment, but they're even more remarkable when considering how the macro environment in 2026 has unfolded. Nine months into the year, the environment looks different than what we expected.
Our original 2026 guidance assumed two rate cuts. Instead: one rate hike and today we are positioned for two more this year.
The good news is @SoFi is executing as well as we ever have. I now have as much confidence in our ability to drive durable growth in a high rate environment as I do in a low rate environment.
Q3 was a powerful reminder of how far we’ve come in less than a decade. But equally clear of the massive opportunity still in front of us
In 2018, we had 650,000 members and one primary business. Now, 17.1 million @SoFi members use 26.7 million products. We delivered record adjusted net revenue of $1.4B, record adjusted EBITDA of $470M and raised our outlook through 2027 for $6.4 billion in revenue $2.24 billion of adjusted EBITDA, $1.28 billion in Net Income a 20% margin and $0.90 in EPS
Our conviction has never been greater. We’re still early in SoFi’s journey, and our ambitions for the future remain as bold as ever.
Thank you to our members and clients for trusting us to help you get your money right.
investors.sofi.com/news/news…
Joseph Invests retweeted
IREN is advancing sovereign AI in Europe, bringing together its European data center capacity and managed cloud services for customers seeking more choice over where their AI workloads run and how their data and infrastructure are managed.
Announced today at NVIDIA GTC Berlin, IREN has established IREN Europe and appointed Ángel Corcóstegui as Chair of the newly established board of directors.
IREN also secured the civil works license for its planned 300MW campus in Badajoz, Spain. Following the completion of its acquisition of Mirantis, IREN’s software capabilities include workload isolation and operational controls that can help customers address data residency, security and governance requirements.
Read more: iren.gcs-web.com/static-file…
Joseph Invests retweeted
My take on the market. Every Wednesday at 8 PM CT.
With @QualCompounders and @Joseph_Invests 📈
Joseph Invests retweeted
Intelligence only creates value when it drives better outcomes. That’s the thinking behind @ZetaGlobal’s agreement to acquire Digital Audience, a data infrastructure company already integrated with Zeta.
The acquisition will add meaningful new signals to the Zeta Data Cloud, expand our ability to reach and measure audiences across channels, and bring experienced data and AI engineers to strengthen our intelligent AI infrastructure.
This week is still just getting started! $zeta
LG 🚀🚀🚀
Read more here: businesswire.com/news/home/2…
Joseph Invests retweeted
$IREN is working together with the city of Childress to distribute FREE cases of drinking water to locals that need it
@nicoletakespics and Meals on Wheels will even deliver it to the people that can't pick it up themselves
@IREN_Ltd stepping up to do the right thing
Bravo 👏
Wake up America!
This is Julie Waters.
An actual lawyer with a degree at the Texas Bar.
This woman is hired by the anti Data Center machine to sway the minds of the working people to believe in the AI boogeyman.
Julie is very sad, as you can clearly see in the picture. Nothing suggests that this was acting, so without further evidence, she will be declared sad until proven secretly happy.
And she's not sad because she's poor, oh no, she's actually doing very well for herself, which is remarkable giving her last name, in this day and age.
But let's not focus on her fortune for now.
Yes sir, Julie Waters is here to tell you how bad the situation is in Texas, and it's all the fault of the Data Centers!
Did you not know that Data Centers are responsible for global warming, drought, covid, and basically the only reason for inequality in the world?
AI won't even have to kill you if you live in Texas, because according to Julie Waters you will already be dead well before that from boiling your water every day to take a shower.
Be empathetic please, this is a very serious situation.
$IREN and @Lancium are in Childress to steal your water, and apparently not to help America dominate China and the CCP in the global race to ASI.
Well you know what?
I say we expose this CCP pion, and make sure that Texas stays open for business, and this psyop about data centers ends here.
We need representing at the bottom of the barrel, give her your all, link below 👇
Joseph Invests retweeted
I just posted my new article about why the Fed shouldn't raise rates on Nowflation, enjoy:
The Fed Can't Hike Its Way Out of an Oil Shortage — by Steven Fiorillo on Nowflation nowflation.com/articles/fed-…
Joseph Invests retweeted
Last week, I delivered a keynote at @PalantirTech ‘s AIPCon 11 on what becomes possible when @ZetaGlobal ‘s customer intelligence and Palantir’s business context come together.
At its core, our partnership is about bringing intelligence and execution together to fundamentally change how enterprises operate and jointly going to market. Excited for the massive opportunity ahead. $ZETA
LG 🚀🚀🚀
Watch here:
youtube.com/watch?v=MfNBuQzE…
Joseph Invests retweeted
Just wrapped up a big day at @PalantirTech’s #AIPCon.
Being alongside leaders who are working at the edge of what’s possible across industries was truly energizing.
The event was beyond incredible and a great opportunity to share with Palantir's enterprise customers how we can help them lower their marketing and CRM cost by 50%. And why @ZetaGlobal +Palantir represents a 1+1=4 opportunity.
And I bumped into one of my favorite people for an interview. @amitisinvesting. The interview and full recording from my keynote will drop next week. $ZETA
LG 🚀🚀🚀
Joseph Invests retweeted
A lot of $IREN, $ZETA, and $SOFI BEARS on fin x can’t do simple math
$IREN is trading at a forward price to sales of 4.50. This is with analysts thinking they will do 2.8 billion revenue this year which could be low. Then next year almost 7 billion which is probably off by half.
At the end of this year even doing 7 billion of revenue at a market avg 4.5 forward price to sales that would be a 31.5 billion market cap. That is over a double up from today. Yes there will be dilution but it is almost fully funded. This company also will do 10 b+ rev in 2028 not 7 b according to my projections.
$ZETA everyone called it a scam and said David was a bad ceo at $15. You had a company trading at a 15 forward pe that was going to grow revenue at 20%+ from years and earnings at 30%+.
That was a forward peg of 0.50 for a company who adopted ai and benefited from it. SAAS companies also trade at a premium to the market. That is why we are 30+ today and on the way to $90 before you know it. $SOFI and $IREN are in the situation they were just months ago.
$SOFI is at a 24 forward PE right now. They will grow revenue 30%+ and eps 40%+ for years out. A company who according to former Goldman banker ceo Anthony Noto that should trade at a forward peg of 1.1 not 0.60 like today.
They just hit an inflection point of much higher product growth than members proving their flywheel business model. On top of that they raised guidance even though they went from pricing in 2 cuts to now 2 hikes. The market is discounting them even though their business is accelerating in face of higher rates.
Joseph Invests retweeted
Nine months ago we signed a contract. Today Microsoft has accepted delivery of Horizon 1: 50MW of direct-to-chip liquid cooled AI infrastructure, built, commissioned and handed over.
A greenfield build of this scale typically takes 2-3 years. Owning the land, the power, the substations and every workstream in between is how you compress that.
Proud of the 3,000+ people on site who make it happen. Three more Horizons to go this year.
Horizon 1: delivered.
IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
Read more: iren.gcs-web.com/static-file…
Joseph Invests retweeted
$ZETA EARNINGS CALL AND ANALYSIS. I bought MORE
xitter.cf/i/broadcasts/1qGoNNoVQ…
Joseph Invests retweeted
$SOFI CEO Anthony Noto says the company raised revenue guidance despite now assuming “two rate hikes” instead of the two cuts expected entering 2026.
Management held EBITDA and EPS guidance unchanged under that tougher backdrop while record member growth, a 51% cross-buy rate and more than 200K SoFi Plus subscribers leave room for upside if those hikes never materialize.
Joseph Invests retweeted
8 years ago Will and I started accumulating powered land because we thought compute would eat the world. Some weeks the market agrees with us more than others.
What we know today: demand for our capacity exceeds everything we can build, 85% of our $4bn+ 2026 target is signed, and there are thousands of people on our sites right now pouring concrete and racking GPUs.
We've been through way worse than this. Back to it.
Joseph Invests retweeted
We are pleased to raise our FY 2026 revenue guidance to $4.75 - $4.85 billion (previously $4.655 billion). Our FY 2026 EPS guide of $0.60 now includes an assumed full year tax rate of 22%. At the same mid-teens tax rate assumed in our original guidance, our current EPS expectation would have been $0.65 (an increase of 5 cents).
Joseph Invests retweeted
Ideas big enough to change the world. Infrastructure built to make them happen.
IREN AI Cloud — What will you build next?
Learn more: iren.com/solutions/gpu-cloud…
Joseph Invests retweeted
LG 🚀🚀🚀
Our 2Q 2026 financial results will be announced on Tuesday, August 4, after market close.
Tune in for a live webcast with our Co-Founder, Chairman, and CEO @dsteinberg10000 and CFO Chris Greiner that day at 4:30pm ET.
More details here: businesswire.com/news/home/2…
$ZETA
