Nadav Cohen
@LysybP
Jewish. Israeli. Investor. CEO of SEA CAPITAL LLC
Got my $SoFi pins. Ready for Q2 earnings reports💪🏻 @anthonynoto @TRADESTERJJ @Kross_Roads
I totally agree. This time the whole market is paying attention It's time. @anthonynoto
$SOFI has the chance to absolutely burn the shorts to ground Alex Karp style on Tuesday. The setup is beyond perfect. After riding this storm and building a 6-figure share position over 4 years I really hope Anthony Noto brings it on Tuesday. 🔥🚀 It is time to take care of the…
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Green days do not dictate your trading abilities, not even 0.5%. A monkey can throw a dart and hit a winner. Red days do.
$BULL Webull Australia Announces Sharesight Integration. @Jake__Wujastyk finance.yahoo.com/news/webull-au…
This artist painted something that looked like nonsense — until he flipped it over and the crowd went wild. One day, @anthonynoto will flip his painting too. And the whole market will finally see what some of us have seen all along. Maybe it happens on 7/29. Maybe a little…
$SOFI Cash Coach is being launched in beta to users (a working version). I've seen it. This is going to be a highlight of their earnings call next Tuesday, and they'll probably announce the rollout timeline there. H/T @Jpeluche4
Great post The raised revenue guidance clearly suggests Oscar isn’t seeing — and doesn’t expect — significant member attrition due to ACA subsidy concerns. Quite the opposite, really: they may actually benefit from member movement from Medicaid to ACA, following the aggressive…
The more I think about it Oscar $OSCR raising their guidance another $1B in sales aka like 10%-ish is RIDICULOUS. With everything going on in the healthcare industry and investors running for the exits like never before Oscar is seeing continued strength. I am quite bullish,…
I'm on this ride. Jake is the best it gets. $BULL
$BULL My bet is that this memes to $23. Bought my last tranche today for a full position.
Great post by Shay. But I think this is actually a much bigger deal than just "better-than-feared" earnings. The raised revenue guidance clearly suggests Oscar isn’t seeing — and doesn’t expect — significant member attrition due to ACA subsidy concerns. Quite the opposite,…
$OSCR JUMPS 8% ON BETTER-THAN-FEARED EARNINGS
I just finished watching this. Roy was right. He's a pro, he knows the company, he's bullish on it, and most importantly he doesn't have a $17 price target.. I was wrong about him @Kross_Roads
If you're a $SoFi investor, you really need to listen to this interview by @Futurenvesting . Devin Ryan is a legendary analyst and outlines his bull case for SoFi in this interview. He recently changed his rating on SoFi from 'Outperform' to 'Market Perform'—not because he's no…
Citizens JMP: "$SoFi is a great company, but had a major rally, so don't buy" "$HOOD is a great company, buy it" SoFi YTD - 50% HOOD YTD - 155% "Major rally"😒 @Kross_Roads
$SOFI | 𝐒𝐨𝐅𝐢 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 (SOFI): Citizens JMP 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐞𝐫𝐟𝐨𝐫𝐦 𝐟𝐫𝐨𝐦 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 Despite strong execution, analysts shift to 𝐧𝐞𝐮𝐭𝐫𝐚𝐥 𝐬𝐭𝐚𝐧𝐜𝐞 following a major rally from ~$12 to current…
$OSCR 1. Oscar Has Structural Advantages Over Peers Like CNC and MOH The analyst implicitly compares Oscar to incumbents like Centene (CNC) and Molina (MOH), yet fails to account for fundamental structural differences: •Oscar operates a more tech-enabled, vertically integrated…
$OSCR | 𝐎𝐬𝐜𝐚𝐫 𝐇𝐞𝐚𝐥𝐭𝐡 (OSCR): Piper Sandler 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, cuts 𝐏𝐓 𝐭𝐨 $𝟏𝟒 (𝐟𝐫𝐨𝐦 $𝟏𝟖) Analyst cites 𝐝𝐞𝐜𝐥𝐢𝐧𝐢𝐧𝐠 𝐫𝐢𝐬𝐤-𝐫𝐞𝐰𝐚𝐫𝐝, looming 𝐝𝐢𝐬𝐞𝐧𝐫𝐨𝐥𝐥𝐦𝐞𝐧𝐭, and 𝐫𝐚𝐭𝐞 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 as ACA changes…
I forgot to tag this talented guy @mariots, who probably deserves most of the credit for this topic..👏🏻
$OSCR Shay is right. Everyone talks about Oscar’s tech, but very few truly understand how deep the advantage can go if executed properly. Oscar's routing engine isn’t just a fancy navigation tool — it’s a strategic weapon. By directing members away from high-cost settings (like…
💎 Golden Tip: This Is the Indicator That Will Tell You When to Start Considering Selling $SoFi Quick story: This week I met a close American friend visiting Israel. He works in both banking and investments in the US. Serious guy. Lives in NYC. When he asked me where my biggest…
People who keep asking have you sold your $SoFi? The answer is NO. I’ve thought about it many times because in the past that’s how i used to play SoFi due to the trend and it happened every time. The stock would run on earnings and then a few 1 star analysts would come out and be…
$OSCR Shay is right. Everyone talks about Oscar’s tech, but very few truly understand how deep the advantage can go if executed properly. Oscar's routing engine isn’t just a fancy navigation tool — it’s a strategic weapon. By directing members away from high-cost settings (like…
THE REAL BULL CASE ON $OSCR If Oscar scales its routing engine -- steering members to urgent care over the ER, or to lower-complication providers -- that’s real claims deflation. At scale, this isn’t just a better insurer. It’s the Stripe of insurance infrastructure.
Unlike others, I don't need to get approval from a @amitisinvesting before I tweet 😉so: I guess we need to find a new argument for why $sofi is not a tech company. Because the argument that “the market doesn't see it that way” is already outdated. @DataDInvesting…