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.
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 
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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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so shocked…{sarcasm}
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Block to Integrate Square Payments With Apple IPhone’s ‘Tap to Pay’ Feature
No need for SQ hardware. In any case, SQ doesn’t make much money from those hardware.
Fintech Stocks To Buy, Watch Or Sell As Apple Jumps Into Buy Now, Pay Later
How Apple’s ‘Pay Later’ service could roil a $200B industry
AFRM 
PYPL
Why don’t AAPL acquire SQ? $50B is too expensive?
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