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I’m looking forward to the earnings of the three big local banks. The stock price is likely to benefit from the growth in net new money and wealth management income given the continuing uncertainties in the Middle East and the rotation of funds from chip stocks.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
stripe bidding 53b for paypal is wild, a private company buying an S&P500 name?? if it goes through is this good or bad for pypl holders long term, genuinely asking 🙏
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
china throwing 50b yuan at the market is a floor, not a fix. nice for a bounce but i'm not chasing HK green candles on state buying alone. watching if it holds past this week
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
possible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
Stripe + Advent is taking advantage of PayPal's fallen market value to attempt an acquisition of a direct relationship with consumer which they current lacked (being in B2B). Doing this could boost profit margin as they could route transactions internally through strip and PayPal and bypass Visa and MasterCard, this saving fees.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
$Paypal(PYPL.US)
PayPal: Value Opportunity or Merger-Driven Rally?
PayPal has returned to the spotlight after Stripe and Advent International submitted a US$53 billion acquisition proposal at US$60.50 per share, representing a 28% premium. The bid highlights the strategic value of PayPal’s 430+ million consumer accounts, Venmo ecosystem and global merchant network, despite an increasingly saturated digital payments industry. However, PayPal’s board reportedly considers the offer inadequate, suggesting further negotiations or competing bids may emerge. (Reuters)
Fundamentally, PayPal remains a highly cash-generative fintech trading well below its 2021 peak. While competition from Stripe, Apple Pay and Google Pay continues to pressure growth, the company still possesses valuable payment infrastructure and brand recognition. A successful turnaround would likely depend on improving margins, accelerating Venmo monetisation and strengthening merchant services.
For investors, this appears more like a special-situation investment than a pure growth story. Option sellers may find better risk-adjusted opportunities by selling cash-secured puts near major technical support levels to potentially acquire shares at lower prices while collecting premium. Chasing elevated implied volatility after takeover headlines may offer less favourable risk-reward. Long-term investors should focus on fundamentals rather than merger speculation.
Disclaimer: This article is for informational purposes only and does not constitute financial advice.
$Paypal(PYPL.US) | Clear Street 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐚𝐲𝐏𝐚𝐥 with a 𝐇𝐨𝐥𝐝, sets 𝐏𝐓 𝐚𝐭 $𝟔𝟏
Analyst sees PayPal at a strategic crossroads with hidden value, but expects it will take until 2027-2028 for fundamentals to genuinely improve.
PayPal - the typical undervalued falling knife that one should avoid. As a long term investor myself, I haven't touched the stock since $60-$80 range and I'm glad to have exited my position long ago. Yes it is an undervalued stock with a reasonable p/e ratio. However, PayPal's earnings have been incredibly unstable, with declining revenue growth and margin pressures being the main reasons behind its drop off. Despite the reported takeover, I still think this could be a value trap until I finally start seeing solid fundamentals in its earnings report and a growth direction set by the company or whoever that eventually buys over.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation Cools
Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
Good news for PayPal to have a buy. If want to make it private, unsure whether it is a good news.
Hope the AI hardware can improve.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation Cools
Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
• Earnings season reveals a significant divide in the tech sector, with winners and losers emerging.
• IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. • Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. • PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. • Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. • June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. • New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns.Piper Sandler Bill Carcache initiates coverage on Visa, Block, Affirm, Capital One, Mastercard, American Express, PayPal
$Block(XYZ.US) $Affirm(AFRM.US) $Capital One Financial(COF.US) $Mastercard(MA.US) $American Express(AXP.US) $Visa(V.US) $Paypal(PYPL.US)
$Visa(V.US)
Visa remains one of the world’s highest-quality compounders. In its latest fiscal Q2 2026 results, revenue rose 17% year-on-year to US$11.2 billion, GAAP net income increased 32% to US$6.0 billion, while EPS climbed 36% to US$3.14. Payments volume reached US$3.7 trillion (+9%), processed transactions rose 9% to 66.1 billion, and cross-border volume grew 12%, highlighting resilient global consumer spending. Visa also returned US$9.2 billion to shareholders through dividends and buybacks, including a new US$20 billion repurchase authorization. (SEC)
From a technical perspective, Visa continues to trade within a long-term bullish trend, consistently making higher highs and higher lows. Any pullback towards key moving averages may provide long-term accumulation opportunities.
Looking ahead, Visa’s next growth drivers extend beyond traditional card payments into AI-powered fraud prevention, commercial payments, real-time money movement, tokenisation, embedded finance, stablecoin settlement and agentic commerce. While fintechs such as Stripe, Block and PayPal, alongside real-time payment networks, are intensifying competition, Visa’s global acceptance network, trusted brand, decades of fraud data and powerful network effects remain formidable competitive moats. For long-term investors seeking durable earnings growth, robust free cash flow and disciplined capital returns, Visa continues to deserve its premium valuation. (tikr.com)
$Paypal(PYPL.US) no green to red stop hit made coin. Position closed The name goes back on go - to list.
Source: Sunrise Trader
$Paypal(PYPL.US) payday shares sold for good payday %. I now settle into the full swing with good cushion.
Source: Sunrise Trader
$Paypal(PYPL.US) finally time to reverse?
Source: Sunrise Trader
Breaking: Michael Burry has purchased more $Paypal(PYPL.US) and $Adobe(ADBE.US), per his Substack
Breaking: Michael Burry bought the dip on LuluLemon
According to his substack"I substantially increased my position in LULU in the low-mid $110s on the post-earnings dip.I also added a bit to my position in PayPal. I sold my position in Microsoft"Out of these 4, which would you LEAST want to be holding right now? $Nike(NKE.US) $Intuit(INTU.US) $Paypal(PYPL.US) $Duolingo(DUOL.US)
