FinTech: V MA PYPL SQ AFRM MQ UPST SOFI Plaid Stripe

Performance of hot glamorous fintech/e-commerce darlings since Mar 15, 2020 Fed QE announcement… SE and SQ are comparable with AAPL… thinking aloud, add? Disclosure: Less than 10% cash left.

Turned green. Now I am in FOMO mode instead of FOLO mode.

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Market is confused why Tobi announced 10 for 1 split for SHOP. Talent retention? Retain control of SHOP as he unloads SHOP? Pull a TSLA?

Author’s PT for 2026, $2300.

Shock-i-fright is now trading below $500 :face_with_open_eyes_and_hand_over_mouth:

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@marcus335 you are closest to this space. Thoughts on this acquisition?

I think it makes a ton of sense. I still think Amazon will end up being the department store of the internet. It dominated the space for awhile with a massive selection of everything. Ultimately, consumers will go more towards speciality websites. Shop offers smaller websites economies of scale that they can’t achieve on their own. Shop revenue is about 3x what was pre-covid but the stock is lower. The market is that irrational right now.

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Hard to believe. Over a 5 years’ period, AAPL outperformed SHOP!

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so shocked…{sarcasm}