u/FullRetard50

The author remains long SoFi Technologies via roughly 100 shares and several call options, arguing SOFI is estimated to beat earnings nearly every quarter and is gaining clients while opening itself to crypto. He identifies a possible narrative-changing catalyst if SoFi introduces prediction markets, which he thinks could significantly change the valuation and be good for his calls. He does not plan to sell his shares in the near future, though he may sell the April 2026 $35 calls within a month and hold the January 2027 calls until around July or August if premium looks good enough. The main stated risk is that the calls are already down sharply and he lacks strong conviction, so the capital might be better deployed elsewhere.