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SOFI (Sofi Technologies) and LNG (Cheniere Energy) are my highest conviction trades!!
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SOFI is a play on Financials with growth that will start getting paid higher interest with bank charter along with student loans starting to get paid back starting 2023.
LNG is a natural gas play that I believe will benefit over the next 4 to 6 months during the winter season along with Ukraine and Russia conflict
SOFI gonna get bought at $6 a share after this post
God, I wish I’d only just now heard of/invested in SOFI. Another absolute disaster spac from Chamath, the Grifter. GL!
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Look at LPG too!
My fear with sofi is that they will continue to dilute. Thoughts?
SoFi sounds like a tampon company