$SOFI · T3 Live · 2026-10-28
SoFi 在40%增长下17倍市盈率属于低估；说话者不会卖出而会买入，继续持有多头，并可能在突破昨日高点1676后做一笔交易，同时承认信贷风险是其估值偏低的原因。
逐段跳播
它在 SoFi 上做什么？它在引入 SoFi 吗？没有。你昨天听 Anthony Notto 说了吗？不管那人叫什么名字。增长 40%。40%。好。而它只按 17 倍市盈率交易。
通常这类公司估值很高，你知道，靠增长来消化市盈率。它们不是，它现在被认为低估了。总之，你能拿 SoFi 做什么？你可以在 1567 上方做多。我不会卖这东西。我要买它。我框定这笔交易的方式是，在 1567 上方做多。
昨天的高点是 1676。它突破那个位置。我甚至可能交易它做一小波推动，然后用我的分层系统，再回到我持有的仓位。但这是一笔不错的交易。你知道，我仍然持有它，也许一份。它仍然只是在这个底部区间里。总之，人们有点不相信它。
What's it doing with SoFi? Is it bringing in SoFi? No. So, did you listen to Anthony Notto yesterday? Whatever the guy's name is. 40% growth. 40%. Okay. And it's only trading to 17 PE.
Usually, these are like high valuation like, you know, growing into their PE. They're not It's now considered undervalued. So anyway, um, what could you do with SoFi? You could be long verse 1567.
I am not going to sell this thing. I'm going to buy it. The way I frame the trade, long verse 1567. Yesterday's high is 1676. It takes that out. I might even trade it for a little push and then use my tier system and then come back into um, what I have.
But this was a nice trade. You know, I'm still long it, you know, maybe one. It's still just in this base, you know. So anyway, people don't kind of believe it.
SoFi 有信用风险，所以它才在那么低的位置交易，我明白，Dan。
SoFi has credit risk that's why it's trading down there I get it Dan