Hello everyone! Today i want to share some trading ideas with you!
1.
Everybody is upset with $SoFi Technologies Inc.(SOFI)$ $1.5 billion shelf offering.
I am comfortable with it. I am sure that they’ll make a very good use of that money and increase shareholder value more than the dilution.
Anthony Noto himself gets $53 million worth of rewards if the average closing price over the 90-day period is above $25.
If you think he is diluting you for nothing on the day the stock tested $25 levels, you have learnt nothing about him.
I think they’ll likely use the money for a crypto related acquisition in which case return will way exceed the loss from dilution.
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2.
Energy demand in both the US and EU grew sharply after 2023.
Goldman Sachs projects that the demand will explode in the next 5 years with the rapid buildout of the global AI infrastructure.
Energy is the real AI play.
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3.
$Meta Platforms, Inc.(META)$ delivered an incredible quarter but there are some warning signs too.
It burnt $30 billion cash in the last 2 quarters, spending for AI.
Zuck was on a similar spending spree for metaverse back in 2021-2022 that lead to 45% drop in earnings and stock plunged by 75%.
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