RT cpt.grumpus (@cptgrumpus)PayPal crushing it. these finance incumbents are gonna give crypto natives a run for their money ...

Group 1 - The analyst initiated coverage on PayPal Holdings, Inc. (NASDAQ: PYPL) early this year and has maintained a bearish outlook on the stock [1] - The analyst emphasizes a strong focus on the tech sector and holds a Bachelor of Commerce Degree with Distinction, majoring in Finance [1] - Core values highlighted by the analyst include Excellence, Integrity, Transparency, and Respect, which are deemed essential for long-term success [1] Group 2 - The article invites readers to provide constructive criticism and feedback to enhance the quality of the work [1]

Core Viewpoint - The analyst has maintained a bearish stance on PayPal Holdings, Inc. (NASDAQ: PYPL) since initiating coverage early this year, indicating a lack of confidence in the stock's performance [1]. Summary by Relevant Categories Company Overview - PayPal Holdings, Inc. is a prominent player in the tech sector, particularly in digital payments [1]. Analyst's Position - The analyst has not held any stock, options, or similar derivative positions in PayPal or any mentioned companies, nor does the analyst plan to initiate any positions in the next 72 hours [1]. Performance Insights - The article does not provide specific performance metrics or financial data regarding PayPal's stock performance or market position [1].

Core Viewpoint - BlackBird Financial LP has acquired a significant ownership position in PayPal Holdings, Inc., highlighting a disconnect between PayPal's strong competitive position and its current market valuation [1][4]. Company Overview - PayPal serves over 400 million consumer and merchant accounts and processes approximately $1.7 trillion in annual payment volume [1]. - The company has recently initiated a quarterly dividend of $0.14 per share and has returned nearly $6 billion to shareholders through buybacks, retiring about 78 million shares [5]. Management and Strategy - Judah Spinner, the founder of BlackBird Financial, supports CEO Alex Chriss, who is focusing on disciplined capital allocation and profitable growth [4][5]. - PayPal has combined mid-teens earnings growth with a more shareholder-friendly approach, including a new $15 billion share repurchase program [5]. Market Position and Future Outlook - PayPal is positioned strategically in the evolving AI-driven commerce landscape, with partnerships with technology leaders like OpenAI and Google [7]. - Despite competition from newer fintech companies, PayPal remains a trusted payments brand used daily by merchants and consumers [8]. - The combination of a focused management team, disciplined capital return policy, and a strong global network is expected to benefit PayPal shareholders in the coming decade [8].

Core Insights - BetWhale is emerging as a leading online casino for U.S. players, offering a seamless experience with fast deposits and withdrawals through PayPal [4][8][12] - The platform provides a generous welcome bonus of 250% up to $2,500, along with free spins, making it attractive for new players [9][36] - BetWhale features a vast game library with over 4,000 games, including slots, table games, live dealer options, and a sportsbook [12][14][37] Payment and Withdrawal Features - BetWhale allows instant PayPal deposits and often processes withdrawals in under one hour, significantly faster than traditional banking methods [13][26][34] - The platform supports a minimum deposit of $20 and a maximum of $9,000 via PayPal, with a minimum withdrawal requirement of $150 [13][33] - Players can track their withdrawal status, enhancing transparency and trust [33][34] Game Variety and Accessibility - The casino offers a diverse selection of games, including classic slots, video slots, table games like blackjack and roulette, and live dealer experiences [14][23][39] - BetWhale is optimized for mobile use, allowing players to access the platform without downloading an app, ensuring convenience [19][37][40] Security and User Experience - BetWhale employs SSL encryption and secure payment options to protect user data, enhancing player confidence [25][44] - The platform provides user-friendly features, including easy navigation for deposits, withdrawals, and promotions, catering to both new and experienced players [27][40] Promotions and Loyalty Programs - In addition to the welcome bonus, BetWhale offers ongoing promotions such as cashback, reload bonuses, and a VIP loyalty program that rewards frequent players [11][29][36] - Players earn loyalty points for every bet, which can be redeemed for cash or bonuses, incentivizing continued play [32]

RT Eldar (@eldarcap)I said that a while back. In 6 months, it is gonna be the 3rd largest stablecoin by supply.A testament to @PayPal's distribution power. ...

Core Insights - PayPal Holdings Inc. is a global digital payments company that facilitates online and in-person transactions for consumers and merchants [1] Financial Performance - PayPal is set to report its Q4 2025 earnings on February 3, with analysts expecting an EPS of $1.29, an increase from $1.19 in the prior-year period [2] - Quarterly revenue is anticipated to reach $8.83 billion, up from $8.37 billion a year earlier [2] - In Q3 2025, PayPal reported adjusted EPS of $1.34, surpassing the consensus estimate of $1.20, with quarterly revenues of $8.40 billion, exceeding the consensus of $8.23 billion [6] Historical Stock Performance - If an investor had purchased $10,000 worth of PayPal stock 10 years ago, the total return would be 78.25%, compared to the S&P 500's total return of 287.40% during the same period [4] - The stock price has increased from approximately $35.17 per share 10 years ago to $62.69 currently, indicating significant stock price appreciation [3] Future Outlook - PayPal has a consensus rating of "Outperform" with a price target of $83.39, suggesting a potential upside of around 33% from the current stock price [5][8] - The company has announced a partnership with OpenAI to integrate its digital wallet into ChatGPT, allowing users to make purchases through the AI platform starting next year [7]

Group 1 - Deutsche Bank has lowered PayPal's target price from $75 to $65 while maintaining a "hold" rating [1]

Group 1 - The upcoming year 2026 is expected to be crucial for stock pickers, as previous successful strategies may not yield the same results due to changing market conditions [2][4] - The analysts at InvestorPlace achieved significant outperformance in 2025, with their recommendations surpassing the S&P 500 by nearly 1,000 basis points [2][3] - The new strategy for Power Portfolio 2026 will shift focus from AI stocks to 11 companies poised to benefit from a significant investment boom driven by U.S. government spending [5][6] Group 2 - The U.S. government is anticipated to initiate an $11.3 trillion investment bonanza aimed at revitalizing the economy, which will be discussed in the upcoming American Dream 2.0 Summit [6][8] - PayPal Holdings Inc. is highlighted as a top stock for 2026 due to its unique position as the first payments platform integrated with ChatGPT, despite not making it into the final Power Portfolio [10][15] - FactSet Research Systems Inc. is identified as an acquisition target with a potential 20% upside over the next three years, driven by increased M&A activity and its low valuation [16][18][20] - Tronox Holdings PLC is noted for its position in the titanium dioxide market, with potential for significant upside if business conditions normalize, although it is considered too risky for the Power Portfolio [26][29]

Stablecoin Market - PayPal's PYUSD is projected to potentially become the 3rd largest stablecoin by 2026 if its current growth rate persists [1] - The top two stablecoins are USDT and USDC [1]