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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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SoFi Technologies delivered a triple beat with 43.7% YoY revenue growth, raised guidance, and provided clarity on its technology platform, reigniting my very bullish stance. The AWS of fintech narrative is back as SOFI secured Banco Nacion as a Cyberbank client and anticipates 10 new tech deals by Q1 2026. Membership and deposit growth remain outstanding, with 34% YoY member growth and deposits up 28.45% YoY, proving strong customer adoption.
