If the majority of people anticipate a rate cut then isnt it more likely that Stocks like Sofi, Open ect. are likely to dip in near term?

As said in title everyone expects cuts only suprise will be a larger rate cut so because of that people are positioned for it. It seems logical that it will be buy the rumour sell the news imo. Hard to call the timing because of how irrational things can be but seems likely that stocks that have risen largely on the premise of cuts wont rise much if at all.

I know Sofi is a good company but seems like alot have fomo ed in for quick gains so am expecting a pullback, Open is more unpredicatable but just an example as are many others.