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▶ 1:13 · $SOFI · Growth Stock Crash: Are SoFi, Robinhood, and Coinbase Screaming Buys?

now playing · $SOFI

$SOFI···bullish· high· postravis hoium

Travis Hoy bullish on SoFi: digital bank operating leverage driving 30% growth at reasonable valuation

SoFi's digital-only model eliminates physical branch costs, enabling operating leverage as financial services contribution profit swung from -$191M to +$800M; forward P/E of 29x f…

$HOOD···bullish· medium· postravis hoium

Hoy sees Robinhood maturation beyond crypto: net interest revenue now largest segment, but customer growth lagging

Robinhood has diversified from volatile options/crypto revenue to sustainable net interest revenue (now largest segment) and 50%+ ex-crypto growth, but funded customer growth of o…

$COIN···bullish· medium· postravis hoium

Hoy: Coinbase non-transaction revenue hit $2.8B, evolving into AWS-like blockchain infrastructure play

Coinbase's transaction revenue is cyclical but non-transaction revenue (stablecoin, blockchain, custody, subscriptions) reached $2.8B with high operating leverage potential; marke…

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