4G·

Scaling down on SOFI and putting them in OSCR / NBIS / IREN / ZETA ?!

I’m currently sitting on a €5,500 position in SoFi, and I’m seriously considering shaving off some profits to diversify into some high-conviction growth plays.


I still believe in the SoFi long-term story, but the opportunity cost of not being in some of these "Next-Gen" names is making me think again and again


i'm thinking to sell around €2.500 and invest that back evenly into all four at 25% each (€625)


Out of $NBIS (-0,82%) , $IREN (+5,72%) , $OSCR (-1,16%) and $ZETA (-2,88%) which one do you think has the highest ceiling for 2026? Or is it worth to keep it in $SOFI (+1,66%) and not to diversify into these smaller ones?


Maybe even add more $OMDA (-0,43%)
@Shiya ;)

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immagine del profilo
I'd buy $NBIS and $OMDA
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