Aug. 28 at 5:54 PM
$SOFI $PGY $OPFI $MQ all 4 of these fintechs (I own all of them) are coming off of earnings that were beats and all raised guidance. Opfi just doubled share buy back. Both opfi and mq are cheap currently imo. Pgy actively breaking out and has an enormous gap to fill higher. I continue to believe sofi is one of the strongest stocks to own for back half of 2025 into 2026 as interest rate reductions spark a resurgence in sofi student loan business and fuel their newer mortgage arm. I am in affirm as well. Mq and opfi are much newer positions for me, I'm not holding a bag in them. GL