๐Ÿ“ Bearish on MQ due to singular dependency on Square (Cash App) and risk of Square launching own card offerings; bullish on DAVE but lacks detail

low convictionFirst mentioned Oct 30, 2025

Bearish on MQ due to singular dependency on Square (Cash App) and risk of Square launching own card offerings; bullish on DAVE but lacks detail.

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entry Oct 30, 2025
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review neededOct 30, 2025

Bearish on MQ due to singular dependency on Square (Cash App) and risk of Square launching own card offerings; bullish on DAVE but lacks detail.

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dormantMay 29, 2026

No qualifying thesis event for 45+ days.