SOFI is reporting their Q3 2024 earnings next Tuesday and some are already brushing it off as another sell the news event, expecting SOFI to crash right after. So we talk about some expectations people have going into earnings some parts of management's previous guidance that might be overly conservative and one metric that changes the dynamic of SOFI as a company.

PS. This was done Pre-Lending Club's earnings. I am looking through their earnings now and will update if it affects any of my own expectations primarily around Loan Sales and lending revenue.

00:00 Introduction
00:54 Member Growth
03:58 Lending
07:57 Financial Services
11:36 Tech Platform

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