LikeFolio's Top 5 Stock Picks for This Market Pullback

Market Fear Creates Prime Buying Windows

The recent market pullback has created extremely attractive entry points for savvy investors.

At LikeFolio, we specialize in spotting major consumer trends by analyzing real-time digital data—traffic patterns, app usage, social media activity, and executive commentary.

This approach helps us anticipate future demand and growth prospects for publicly traded companies.

While others focus on headline news, we're tracking actual consumer engagement and spending behavior.

Our data shows several high-quality companies experiencing robust consumer demand despite their declining stock prices… an incredible divergence opportunity for investors seeking exceptional upside.

Let’s dive into our top 5 buys right now:

5. SoFi Technologies (SOFI)

SoFi is down over the past month, trading under $15 in early March. This dip followed conservative 2025 guidance and loan growth concerns, despite record member expansion and deposit inflows.

SoFi ended 2024 with over 10 million members, up 34% year-over-year, and its deposit base grew to $26 billion, reflecting strong direct deposit adoption. Despite headwinds in its lending business, non-lending segments like financial services and technology (Galileo and Technisys) are scaling rapidly and now generate nearly 50% of total revenue.

SOFI Tailwinds

• Deposits & Engagement at All-Time Highs: SoFi added $10 billion in deposits in 2024, providing a low-cost funding base for its lending arm and improving net interest margins. Web visits surged to a three-year high in January, suggesting growing customer engagement.

• Diversification Beyond Loans: Non-lending revenue grew 54% year-over-year, driven by investment products, credit cards, and SoFi's Galileo technology platform. The financial services and technology segments accounted for 47% of SoFi's total revenue in 2024, up from 38% in 2023, demonstrating a successful shift toward fee-based income.

• Profitability is Here: SoFi reported $499 million in net income for 2024, marking its first full year of GAAP profitability. The company has now delivered five consecutive profitable quarters, maintaining positive earnings since Q4 2023.

Bottom Line:

SoFi is challenging traditional banking with a digital-first approach, but the market remains focused on near-term loan growth concerns. As deposit inflows strengthen its balance sheet and non-lending revenue scales, SoFi is positioned to expand its reach across consumer finance. With fee-based businesses gaining traction and lending margins improving, this pullback offers an opportunity to own a company reshaping financial services at an early stage of its profitability cycle.

4. Robinhood (HOOD)

Robinhood stock has pulled back more than 30% from recent highs, driven by broad-based weakness in retail trading stocks and concerns about the sustainability of its crypto-driven revenue growth.

The company’s expanding IRA and equity lending businesses are building recurring, less volatile revenue streams, yet the stock continues to trade as if Robinhood is still dependent on meme-stock speculation and unsustainable crypto volumes.

Meanwhile, international expansion and deeper integration of retirement products point to a maturing business model that the market isn’t pricing in.

LikeFolio metrics show sustained growth in 2025, with unique visitors up +50% in January.

HOOD Tailwinds

• Crypto Volatility Creates Opportunity: While crypto trading revenue remains variable, the platform’s share of retail trading activity remains strong. Any resurgence in crypto speculation or Bitcoin-driven engagement would be an upside driver.

• Retirement and Deposits are Growing: Robinhood’s IRA product is gaining traction, creating a long-term asset base that stabilizes revenue and offsets the trading-dependent narrative.

• UK Expansion Opens the Door for More Users: The company’s recent UK launch puts it in a retail market that is largely untapped by commission-free brokers, setting up a low-cost customer acquisition funnel outside the U.S.

Bottom Line: The market is discounting Robinhood’s maturing business model and diversified revenue streams. With crypto-driven engagement still strong, IRA deposits rising, and international growth accelerating, this pullback looks like an entry point—not an exit signal.

So far we’ve covered 5 incredible companies – you’re likely familiar with most of them.

But the top 3 stocks are our highest conviction plays with upside potential.

• The AI arms dealer no one is talking about. While big names grab headlines, this company provides the critical infrastructure that makes AI work. The demand for its technology is only getting started.

• The company bringing full automation to a trillion-dollar industry. Labor shortages and supply chain issues are not going away. This company has a real-world solution that is set to be deployed in the next month!

• The independent ad tech firm taking on the giants. While major platforms tighten control over digital advertising, this company is giving brands an alternative with better targeting and transparency.

And now for the TOP 3 BIGGEST OPPORTUNITIES For This Market Pullback…