SOFI Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: SOFI's expansion, strong member growth, and rate of return (52.4% from 90 days ago Helium) bolster a bullish outlook. Growth in personal loans and banking services points to a resilient business model amidst fintech competition Helium .




Bearish Case: High regulatory scrutiny and rising rates could hinder profits, with historical volatility suggesting potential declines HeliumHelium. Market signals, including increased implied volatility, warn of possible downturns HeliumHelium.




Potential Outcomes: Q1 earnings beat (40%), regulatory downside (30%), macroeconomic pressure (20%), unexpected positive news (10%). Latest data suggests a mixed sentiment heavily influenced by macro and regulatory factors Helium .




Trading Oracle: Execute a bullish long debit spread by buying March $17 calls and selling $18 calls. Target the earnings period spike in volatility . Leveraging the rising implied volatility and member growth momentum, this strategy positions for upward movement within 2 months.



January 16, 2025


SoFi Forecast

SOFI        SoFi











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ILMN Forecast + Options Trading Strategies   ILMN  Illumina (0.84)


MSCI Forecast + Options Trading Strategies   MSCI  MSCI (0.83)


MCD Forecast + Options Trading Strategies   MCD  McDonald's (0.78)


S Forecast + Options Trading Strategies   S  Sprint (0.77)



Uncorrelated Assets

Assets with little price relationship to SOFI



HBM Forecast + Options Trading Strategies   HBM  Hudbay Minerals (-0.0)


IOVA Forecast + Options Trading Strategies   IOVA  Iovance Biotherapeutics (-0.0)


HTZ Forecast + Options Trading Strategies   HTZ  Hertz Global Holdings (0.01)


EH Forecast + Options Trading Strategies   EH  EHang Holdings Ltd - (0.02)


X Forecast + Options Trading Strategies   X  United States Steel (0.02)



Anticorrelated Assets

Assets that tend to move strongly against SOFI



ASML Forecast + Options Trading Strategies   ASML  New York Shares (-0.7)


TNK Forecast + Options Trading Strategies   TNK  Teekay Tankers (-0.7)


VAL Forecast + Options Trading Strategies   VAL  Valaris (-0.71)


OGN Forecast + Options Trading Strategies   OGN  Organon (-0.72)


WFRD Forecast + Options Trading Strategies   WFRD  Weatherford International plc - New (-0.76)









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