PYPL · PayPal Holdings, Inc.PayPal Holdings, Inc.
📋 Hiring former HP CEO to run PayPal is a bullish signal
Hiring former HP CEO to run PayPal is a bullish signal. Even the poster claims they could take PayPal to $100B valuation if they ran it.
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User selects NBIS or TSM for 1-2 years, RKLB for 3 years, and lists a value investing basket including TGT, UPWK, PYPL, LULU, UNH, NVO as bullish picks.
source ↗Market liquidation cascades from silver crash and hawkish Fed nomination fears, but overall fundamentals remain bullish with expected rate cuts and AI growth. Recommend repositioning to FCF-generating names and being cautious on speculative high-beta names.
source ↗Long term disruption of card networks and interchange by USDC and crypto platforms like Circle and Coinbase, evidenced by AI agent settlements in USDC, leading to negative impact on V, MA, PYPL.
source ↗Hiring former HP CEO to run PayPal is a bullish signal. Even the poster claims they could take PayPal to $100B valuation if they ran it.
source ↗No qualifying thesis event for 45+ days.