What top creators are saying about The Goldman Sachs Group, Inc.(GS)— Page 2

Acts as the issuing bank for Apple Card, supporting Apple's financial services expansion.

Issuer of the Apple Card; however, investors should monitor the stability of the partnership as rumors of changes persist.

The firm has raised recession odds to 25% in light of current macroeconomic headwinds.

Investment banking arm is increasingly bullish on crypto IPOs and tokenization infrastructure.

Currently the issuer of the Apple Card, representing a strategic but shifting fintech partnership with Big Tech.

Issuer of the Apple Card, facilitating Apple's expansion into the payments and credit space.

Current issuer of the Apple Card, facilitating Apple's expansion into fintech services.

Engaged with the Canton Network as a major financial entity partner.

Predicts oil hitting $100/barrel if supply routes are restricted.

Stock has struggled despite potential IPO catalysts, reflecting skepticism about capital markets recovery.

Identified as a major institution building on-chain financial infrastructure.

Exhibiting significant relative weakness as credit concerns bleed into the banking system.

Cited as a top-tier corporate environment where interdisciplinary skills and psychology degrees provide a competitive edge.

A significant $1M-$5M insider sale by Senator David McCormick suggests belief in a temporary peak or anticipation of negative headwinds for the financial sector due to trade policies.

Participated in a forum on the Clarity Act, and its president admitted to owning Bitcoin, signaling growing acceptance and strategic involvement in the crypto asset class.

The resignation of the general counsel due to associations revealed in the 'Epstein files' is a significant data point for ESG investors, highlighting reputational risk, a potential failure in governance, and key person risk that warrants monitoring.

Actively building out its digital asset business, including its GS DAP tokenization platform on the Canton Network. Internal sentiment is 'very positive,' and their investment serves as powerful validation for the digital asset class.

Participation in Anthropic's funding round validates the private market's high valuation of leading AI companies, which could have positive ripple effects.

Reportedly invested over $200 million into Solana and sold some Ethereum holdings, indicating a strategic shift in its digital asset allocation towards higher-performance blockchains.

The resignation of the General Counsel due to connections with Epstein raises governance concerns for investors regarding the judgment of the firm's top executives.

The firm's chief lawyer's past close association with Jeffrey Epstein raises questions for investors about the company's governance (the 'G' in ESG), cultural standards, and represents a latent reputational risk.

Mentioned as a likely lead bank for the massive SpaceX IPO, which would generate substantial investment banking fees.

Mentioned as one of the major banks likely to be involved in the massive SpaceX IPO, which could have a fundraising target of $40 billion.

The decision to retain a top executive with close Epstein ties is viewed as a corporate governance red flag, raising questions about accountability and ethical culture at the firm.

Mentioned as reportedly experimenting with 'agentic finance' (AI and crypto convergence) in sandboxes, indicating institutional interest in this emerging technology.

Has had an 'extraordinary run' as capital rotates from the technology sector into the banking and financial sector.

Mentioned as making tokenized assets available to its investors, indicating broad interest and participation from top Wall Street firms in this trend.

Co-developing autonomous AI agents with Anthropic for complex financial tasks like trading and client vetting, demonstrating deep enterprise adoption and innovation.

Mentioned as a potential target of foreign government pushback, representing a geopolitical risk for its international business services.

Leadership has a clear plan for growth through scaling its balance sheet and for improving profitability through AI-driven efficiencies. The shift to a more stable deposit-based funding model reduces risk, making the firm more resilient. As one of the 'smallest' major banks, its investment thesis is tied to executing this growth strategy.

Used as an example of a centralized bank that is vulnerable to new AI-driven threats, in contrast to the perceived resilience of Bitcoin.

Mentioned as one of the lead underwriters for the upcoming $4 billion IPO of Ledger.

The CEO expressed a bullish outlook for 2026, citing a 'constructive environment' and the success of a strategic plan that has grown revenues by 65% and earnings by over 100% since late 2019.

Selected to be part of the banking consortium leading the historic SpaceX IPO, indicating a significant fee-generating event.

Mentioned alongside JPM as being potentially fully valued, with a caution against chasing the rally. It is seen as a trading vehicle whose performance is tied to the overall market.

Praised for its culture and 'legendary' strategic intelligence, citing a savvy move to sell and lease back its headquarters before the 2008 financial crisis, which reinforces its image for strong risk management.

Beat expectations with a strong investment banking backlog, but valuations are stretched near 3x tangible book value, suggesting it is 'no longer a value play'.

Exiting the Apple Card partnership is a positive development, as it allows the firm to exit a 'failed venture into consumer lending' that resulted in billions of dollars in losses and refocus on its core businesses.

Exiting the Apple Card partnership is seen as a necessary retreat and a positive move, allowing the firm to cut losses from its failed consumer lending venture and refocus on core strengths.

Mentioned as the firm from which JPMorgan took over the Apple credit card portfolio.

Is part of a trend of large corporations buying single-family homes, a strategy that faces significant political and social risk from potential new regulations.

Classified as an investment bank whose sales and trading division performance will be critical to justify its high valuation.

Shedding the unprofitable Apple Card division is considered a net positive for investors, allowing the bank to exit a failed consumer banking experiment and refocus on its profitable core businesses.

Losing the Apple Card program to JPMorgan is described as a notable setback for the company's ambitions in consumer banking.

Shares were up 60% in 2025 as part of a broader trend of strong performance for large banks driven by a rebound in M&A and strong capital markets.

Lowered its price target on SoFi from $27 to $24.

Highlighted as a key stock in the 'Banks as Tech Companies' theme. The thesis is that by using AI and blockchain, the bank could see margin expansion and trade at a higher, tech-like valuation.

Underwriting Figure's on-chain stock offering and using the Provenance blockchain for loan warehousing, signaling readiness to engage with new blockchain-native capital markets and lending credibility to the technology.

A strong performer in the financials sector, up 55% for the year, driven by an M&A boom and a steepening yield curve.

Mentioned as a major backer of TAE Technologies, the nuclear fusion company merging with DJT, highlighting the legitimacy of TAE.