🚨 MY FINAL $SOFI Q3 2026 EARNINGS PREDICTIONS! 📊🚀 🏦 Members: 17.08M (+35% YoY) 👥 New Members: +1.265M (~+40% YoY) 💳 Products: 26.92M (+45% YoY) 📈 New Products: +2.536M (~+80% YoY) 💰 Adjusted Revenue: $1.35B (+42% YoY) 🏦 LPB Revenue: $190M (+13% YoY) 💵 Net Interest Income: $840M (+44% YoY) 📊 Adjusted EBITDA: $445M (+61% YoY) 💸 GAAP Net Income: ~$245M (+76% YoY) 🔥 GAAP EPS: $0.18 (+64% YoY) 🔥 Adjusted EPS: $0.19 (+73% YoY) I am expecting a HOMERUN from management tomorrow.

It was never a real contest

JUST IN: Anthropic files for IPO on Nasdaq under ticker $ANT

Michael Dell: “I think it’s going to get worse in 2027 based on what I see right now.” “The memory crunch.” “Yes"

WHICH STOCK HAS THE MOST CASH ON HAND? 👀 1. $GOOGL — $242.47B 2. $NVDA — $150.6B 3. $AAPL — $146.5B 4. $AMZN — $123B 5. $META — $115B 6. $MSFT — $113B 7. $SPCX — $89.9B 8. $MU — $73.5B 9. $TSLA — $45.45B 10. $AMD — $16B 11. $PLTR — $9.4B 12. $QCOM — $8.3B It’s going to be interesting to see who has the most cash by 2036.

I think people underestimate how rare $PLTR growth and profitability are with its Rule of 40 score projected to stay above 100 through 2030. The beauty is that as customers expand AIP across more of their operations that allows Palantir to grow revenue faster than costs while continuing to expand margins. And while ~75x EBITDA looks expensive today that same valuation falls to ~15x by 2030 which is exactly why I kept saying during Palantir's pullback earlier this year that looking at today's multiple alone misses the bigger picture.

SEMICONDUCTOR STOCKS ARE GETTING REALLY CHEAP RIGHT NOW PEG < 1 usually means growth may be mispriced PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ARM ~1.7x • $ANET ~1.4x • $ALAB ~1.2x • $KLAC ~0.9x • $LRCX ~0.7x • $ASML ~0.7x • $INTC ~0.7x • $AMAT ~0.6x • $TSM ~0.6x • $MRVL ~0.5x • $AMD ~0.5x • $LITE ~0.5x • $COHR ~0.5x • $NVDA ~0.4x • $CRDO ~0.3x • $ON ~0.3x • $AVGO ~0.3x • $SNDK ~0.2x • $MU ~0.1x • $SKHY ~0.1x • $AAOI ~0.1x

Expected revenue growth over the next 5 years (according to Wall Street): SpaceX: +2,090% CoreWeave: +1,460% Palantir: +917% Nvidia: +288% Alphabet: +140% Microsoft: +136% Meta: +133%

Next week is fully packed with earnings! 📊 Monday: $CDNS Tuesday: $HOOD, $SKHY, $V Wednesday: $MSFT, $GOOGL, $NOW, $VRT Thursday: $AMZN, $LLY, $INTC, $SNDK Which earnings are you watching most closely? 👀👇

Elon Musk is building the future. Give him the respect he deserves

*TOM LEE: BUYING THE SEMIS DIP *LEE: THERES NO BUBBLE *LEE: FED TURNING DOVISH *LEE: WE’RE CLOSE TO THE BOTTOM

Tesla just took the top two spots in Europe's entire car market September 2026: #1 Tesla Model Y: 40,971 #2 Tesla Model 3: 25,057 #3 Volkswagen Golf: 18,088 The two best-selling cars across every brand and every fuel type were Teslas Tesla recorded 66,035 registrations in total for the month, representing around 98% of the market

My favorite quote from last nights $TSLA call underscores why shares are going higher. Ashok Elluswamy (head of AI) responding to a question of how close are traditional auto makers from getting autonomy right “Yeah. It's easy to get to the first 90% and make a cool-looking demo. But when you get in the long tail of this problem, it's so long that people don't realize anyone with their sane mind should not attempt to solve this problem”.

"Elon Musk wants to combine Tesla and SpaceX in a $3.7 trillion deal. He’s rushing to get it done before Trump leaves office," per Bloomberg

$TSLA: $1.5T company. $0.7B operating income last quarter. $MU: $1T company. Guiding ~$51B operating income next quarter. Micron earns 70x more. But Tesla is valued 50% higher. Let that sink in. Not saying $TSLA should go down. Maybe $MU should go up a little bit. 🤷‍♂️

OMG!! Nomura: we remain constructive on memory and expect supply constraints to persist through at least 2028F. Buy: Samsung 670,000. And SK Hynix 1,277,000. 🔥🔥

Micron sees high end humanoids needing ~16x more memory (~200GB DRAM + 4TB storage vs ~12GB + 256GB today) and is already working early with robot makers, chipset firms, and hyperscalers.

General Motors spent roughly $3 billion on advertising in 2025. Ford, around $2.7 billion. Toyota and Volkswagen, about $2 billion each. Tesla spends close to nothing. My rough estimate for what Tesla spent developing the new Roadster: about $3 billion. Could be $2 billion, could be $4 billion. Call it one year of GM’s ad budget. Now compare what each buys. GM gets a year of commercials people skip. Tesla gets a car lifting off the ground in front of a live audience, footage that runs everywhere for free, and a product people actually talk about. Ask which one makes you more likely to buy a Model Y. The Roadster may never be a big business. As marketing, it might be the most efficient spend in the industry. $TSLA

BofA: the recent correction in memory stocks appears largely disconnected from memory fundamentals. We expect supercycle level ASPs, revenue and margins through 2027-28. We believe memory stock multiples bottomed after a deep correction lasting ~3.5 months🔥 $MU $SKHY $SNDK