$PYPL (PayPal Holdings) There's been a lot of rumblings surrounding Paypal, there's clearly a contingent of value investors that love this stock and regardless of what drew investor to this stock, I've added Paypal into my AI focused portfolio because I think payments is the next frontier in AI's development. This is not unlike the trajectory of the internet age where mobile payments became the bedrock of the new economy. There are other players out there that could upend Paypal but early signs like partnering with $GOOG (Alphabet) (another one of my winners I anticipate will carry the portfolio till the end of the year) makes agentic payments a very interesting prospect. ... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
I have been back and forth on PayPal. I can see an opportunity in their BrainTree business, bit I also see competition in paymentd - the rise of Apple Pay and Google Pay has been brutal to them.
I can see many other FinTech players (Wise, Revolut, Nu…) taking a slice of the cake. PayPal is fighting... Show More
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