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anthony noto

T2 · manager / operator

Chief executive of SoFi since 2018; previously COO at Twitter and investment banker at Goldman Sachs.

1 call·1 name·100% bull·last heard 13 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SOFISoFi Technologiesposition

SoFi CEO: 40% revenue growth, raising revenue guidance but holding earnings flat to fund AI-driven growth

AI delivering massive productivity gains in engineering (4-person squads matching 7-person output), fraud detection, customer service; SoFi Coach chatbot leverages unique cross-product data moat; keeping earnings guidance flat to invest in long-term revenue growth despite rate hike uncertainty.

Bloomberg Tech2026-07→

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recurring themes

1 total
$SOFI
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SoFi Technologies
HIGHanthony noto·Bloomberg Tech·13 days ago· position
SoFi CEO: 40% revenue growth, raising revenue guidance but holding earnings flat to fund AI-driven growth
AI delivering massive productivity gains in engineering (4-person squads matching 7-person output), fraud detection, customer service; SoFi Coach chatbot leverages unique cross-product data moat; keeping earnings guidance flat to invest in long-term revenue growth despite rate hike uncertainty.
"TODAY, A SQUAD CAN CONSIST OF FOUR PEOPLE THAT CAN PRODUCE THE SAME AMOUNT OF CODE AS SEVEN PEOPLE. THAT IS A HUGE PRODUCTIVITY SAVINGS. ... WE HAVE DATA CROSS CHECKING AND SAVING…"
15:40