I see $SoFi Technologies Inc.(SOFI)$ and $NEBIUS(NBIS)$ as two names with real potential to follow the path of Nvidia, Tesla, or Palantir. SoFi has already moved beyond being just a fintech app, building a full ecosystem of lending, investing, banking, and tech services. That kind of expansion creates a moat that could help it scale far bigger in the years ahead.

Nebius, meanwhile, reminds me of Nvidia’s pivot into AI. It’s aiming to be a leader in AI cloud infrastructure, an area still in its early stages but critical for the future of computing. If it executes well, Nebius could become a foundational player in the same way Nvidia has for GPUs.

I also believe conviction and timing matter more than simply holding for decades. The real edge comes from recognizing a company’s “iPhone moment.” For me, both SoFi and Nebius are still building toward that inflection point, and I want to be positioned before the market fully catches on.

@Tiger_comments @TigerStars

# Are There Still Stocks Like Nvidia 15 Years Ago?

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  • dimzy5
    ·09-15
    TOP
    Love your insights on SoFi and Nebius! [Heart]🔥
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    • Shyon
      More to go, hopefully
      09-16
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  • pizzi
    ·09-15
    TOP
    Exciting potential
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    • Shyon
      [Love you] [Love you] [Love you]
      09-16
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