Bank of America and JPMorgan have reasonable valuations under the soft-landing narrative, but once credit spreads widen, the pressure from bad debt repricing will be transmitted quickly.
SoFi is highly dependent on a steepening yield curve; if the curve doesn't move, the catalyst will be absent.
Oscar Health and Planet Labs have low macro sensitivity and are independent growth stories; they shouldn't be evaluated under the same framework as bank stocks🧐
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