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@alexcapital01 "If you want to own a pure BNPL player buy $KLAR. If you want to own a pure PSP (Payment-Service-Provider) player buy $ADYEY. If you want a to own a pure stablecoin player buy $CRCL. If you want to own a pure crypto exchange buy $COIN. If you want to own a pure cross-border money transfer company buy $WU (Western Union). If you want all of these buy $PYPL"
X Link @alexcapital01 2025-10-02T16:43Z 1518 followers, XXX engagements

"S&P XXX past week performance: +1%. $SOFI's past week performance: -11%. So what is happening with $SOFI In one week we got: - a BTIG report on hugely increasing $UPST delinquencies. which turned out to be a calculation error. That report dragged $SOFI and other fintech lenders down significantly over the past week. - Personal loan origination slowdown in August. Slowdown in August yes if you compare it month-over-month to July. Year-over-year August PL originations is up +41% (). - The cherry on top: two analysts downgrades. Perfect timing of course. Even more when you know that it's"
X Link @alexcapital01 2025-10-05T16:57Z 1518 followers, 4776 engagements

"Find yourself a lover that loves you as much as $PYPL and the $65-$70 range. $PYPL is the only stock down in my portfolio after a sell-rating from Goldman Sachs mentioning a lower 2026 Transaction Margin growth than expected. My simple take : the Q3 earnings report is in two weeks. Alex Chriss will give us more information about PayPal's outlook. Wait & see"
X Link @alexcapital01 2025-10-13T19:29Z 1518 followers, 4889 engagements

"$LMND's revenue is expected to accelerate significantly. Lemonade's management stated in Q2 that the yearly revenue growth will outpace the yearly In-Force Premium (IFP) growth in the next months as the company has reduced its quota share from XX% to 20%. The consensus among analyst estimates is $1.611B in revenue for 2027. This equals to a revenue CAGR of XX% (). Expect that blue line to increase even more in the next quarters"
X Link @alexcapital01 2025-10-06T13:09Z 1519 followers, 4297 engagements

"$TMDX quick valuation. TransMedics targets a XX% operating margin by 2028. The current LTM operating margin sits at 14%. Revenue for FY2025 should be around $600M (guidance: $585M-$604M; XX% YoY growth). 👉🏻 Assuming a conservative XX% revenue growth until 2028 revenue could reach $1.036B. Applying a XX% operating margin to that number gets us a $311M in operating profit. $TMDX operating and net profit margin are very close as the company has minimal interest expenses (this could change) thanks to the XXXX% Convertible Senior Notes due in 2028. Let's assume that the net margin expands to 25%"
X Link @alexcapital01 2025-10-12T15:27Z 1519 followers, 7725 engagements

"In Q2 $SOFI raised their FY25 EPS guidance by $0.03-$0.04 to $XXXX which is a XXX% year-over-year EPS growth compared to 2024. $SOFI is famous for underpromising and overdelivering every quarter. I believe we will see the same in Q3"
X Link @alexcapital01 2025-10-09T13:01Z 1518 followers, 8943 engagements

"$ZETA received a big upgrade from Roth MKM with a PT of $XX. If $ZETA grows revenue XX% (like they desire) in one year that means they value the company at a P/S of X. Zeta's P/S today sits at 4.30x. Massive. _________________________________ ($44 x 238M shares outstanding = $10472B market cap / $1385M in revenue = 7.5)"
X Link @alexcapital01 2025-10-09T17:47Z 1519 followers, 3716 engagements

"Waymo EU/UK expansion. Big news. $GOOGL $GOOG"
X Link @alexcapital01 2025-10-15T11:03Z 1519 followers, XXX engagements

"Big banks with an incredible quarter. It's looking very very very good for fintechs. $SOFI $HOOD $PYPL"
X Link @alexcapital01 2025-10-14T12:42Z 1518 followers, 2631 engagements