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George posts on X about $pypl, venmo, ads, checkout the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XXXX% finance XXXX% countries XXXX% gaming XXXX%
Social topic influence $pypl #1309, venmo 2.22%, ads #1325, checkout 1.11%, sentiment #900, beef 0.56%, $shop 0.56%, transactions 0.56%, butt 0.56%, iraq XXXX%
Top accounts mentioned or mentioned by @krossroads @joshmartin98 @askperplexity @grok @qualityinvest5 @joenagysc @dcdraino @acce @derekquick1 @ericldaugh @wearycenturion @jevgenijs @wagerwizard00 @kross_roads @austinh26415112 @hoomansv @jasonsresearch @joshkaineallen @sentientblobbob @deepicevalue
Top assets mentioned PayPal Holdings Inc (PYPL) Shopify Inc (SHOP) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"@SFarringtonBKC @Private_TryHard if someone offered you a XXX% return TODAY you would turn that down for a chance to make 10x over X years not a right or wrong answer i'm just asking"
X Link @George_Dubs_ 2025-10-13T22:35Z XXX followers, XX engagements
"@hoomansv how are technicals looking on my $PYPL heading into earnings"
X Link @George_Dubs_ 2025-10-13T20:07Z XXX followers, XXX engagements
"@jevgenijs @Kross_Roads @Couch_Investor I don't know what that means. But comparing Cash App to Venmo is like comparing ground beef to prime rib. Square has a paltry X million merchants while Venmo will be rollling out to XX million"
X Link @George_Dubs_ 2025-10-13T23:44Z XXX followers, XX engagements
"@QualityInvest5 also you mock their ads business potential. what do you know that you think Mark Grether doesn't know he said PayPal will be the next advertising "behemoth." he wouldn't have joined PayPal if didn't see great advertising potential. respectfully he knows a lot more than youl"
X Link @George_Dubs_ 2025-10-12T16:00Z XXX followers, XXX engagements
"@acce @Seeking_zeta @weary_centurion @acce maybe this is a dumb question but have we ever thought about expanding to e-commerce platform offering or a bigger partnership/integration with some of the bigger players like shopify / Squarespace"
X Link @George_Dubs_ 2025-10-12T19:29Z XXX followers, XX engagements
"@weary_centurion great post.people miss your main point I think is PayPal PSP is more aimed at out of the box solutions for SMBs Stripe/Adyen are more highly customizable solutions for large merchants. Also Stripe PSP often still offers PayPal (and soon Venmo) checkout buttons"
X Link @George_Dubs_ 2025-10-13T14:32Z XXX followers, XX engagements
"@jevgenijs @Kross_Roads @Couch_Investor I am not aware of that. what happened"
X Link @George_Dubs_ 2025-10-13T23:38Z XXX followers, XX engagements
"@QualityInvest5 @AustinH26415112 here are the assumptions. PayPal also processes much more transactions & payment volume than Amazon. I of course don't think they can do near the ad business Amazon does but to say their ad business has no potential you're not being honest and objective"
X Link @George_Dubs_ 2025-10-13T17:35Z XXX followers, XX engagements
"@AustinH26415112 @QualityInvest5 credit card companies don't have the merchant data and merchant integration/distribution. merchant's don't want to integrate a checkout option for every credit card company. this is why they choose PayPal it's ubiquitous. not limited to a device browser platform or cc"
X Link @George_Dubs_ 2025-10-13T17:59Z XXX followers, XX engagements
"@Kross_Roads @jevgenijs @Couch_Investor BT lapping comps modest ad revenue Venmo merchant expansion will easily get revenue growth back to 10%+ by Q1 possibly Q4"
X Link @George_Dubs_ 2025-10-13T23:29Z XXX followers, XX engagements
"@QualityInvest5 @DeepIceValue lol. dude thinks a highly profitable company that has never had a negative growth quarter is a "cigar butt" not sure what they're teaching at business schools in Iraq"
X Link @George_Dubs_ 2025-10-14T21:07Z XXX followers, XX engagements
"I still think @acce + team will shock the world $PYPL"
X Link @George_Dubs_ 2025-10-13T19:10Z XXX followers, 1565 engagements
"@misfitpatriot_ honest question why don't you just move to Israel if your loyalty is to them"
X Link @George_Dubs_ 2025-10-11T15:49Z XXX followers, XXX engagements
"@DividendStreams so when can we expect a real return on all this FOMO Capex like real consumer and enterpise products that generate massive revenue and gross profit"
X Link @George_Dubs_ 2025-10-14T16:45Z XXX followers, XX engagements
"@QualityInvest5 $PYPL is a lot more likely to generate $20B in ad revenue than $X. Your position that ads will not generate anything is the real parody. 🤡"
X Link @George_Dubs_ 2025-10-13T22:49Z XXX followers, XXX engagements
"@Timodc @HC_Richardson you bash Trump XX hours a day. for once you could you talk about why the federal reserve and divorce from the gold standard has decimated our standard of living. a gas station attendant used to be able to buy a house and support a family. what changed Tim"
X Link @George_Dubs_ 2025-10-15T23:41Z XXX followers, XX engagements
"@Kross_Roads @wallstengine I can understand a "show me" mindset from analysts. But its frustrating how they bake in XXX% of the risks and X% of the opportunities for $PYPL. They all assume PayPal will bat XXXXX% on all their new initiatives"
X Link @George_Dubs_ 2025-10-13T15:18Z XXX followers, XXX engagements
"@SFarringtonBKC @Private_TryHard the $94M LT debt to Coliseum is due Dec of 2026. they of course won't have the cash to pay it down so then they'll likely do some combination of restructuring the debt and / or equity conversion. and they still have the 20M warrants at $1.50"
X Link @George_Dubs_ 2025-10-13T22:25Z XXX followers, XX engagements
"@DeepIceValue @QualityInvest5 there is a legit bear case for $PYPL like any stock. but the person who made this video is not credible. he is very unhinged and emotional. hardly sober objective analysis. If i didn't know better I'd think someone at PayPal stole his girlfriend"
X Link @George_Dubs_ 2025-10-14T20:07Z XXX followers, XXX engagements
"@QualityInvest5 @DeepIceValue ok lets take X innovation. I've asked you multiple times you refuse to reply - Venmo will be going from X million merchants to XX million merchants later this year. That's an 18x() increase in merchants. Venmo currently generate $2.5B in gross profit. u don't see big upside"
X Link @George_Dubs_ 2025-10-15T00:20Z XXX followers, XX engagements
"@hedgedwolf @ScoProfits wow you think it'll get to $XXXX by Apr"
X Link @George_Dubs_ 2025-10-14T14:47Z XXX followers, XX engagements
"@QualityInvest5 @DeepIceValue you're right. Mark Grether left Uber to join PayPal to build an ads business that will generate no revenue"
X Link @George_Dubs_ 2025-10-15T02:38Z XXX followers, XX engagements
"@jevgenijs @Kross_Roads @Couch_Investor Bet against @acce and @Venmo at your own peril"
X Link @George_Dubs_ 2025-10-13T23:50Z XXX followers, XX engagements
"@Compounding1985 why does he not assume any benefit for PayPal World + Ads nothing Venmo going from 2m to 35m merchants. surely this will have some positive impact. is this not reflected in his +3% TM forecast no lapping of BT tailwind"
X Link @George_Dubs_ 2025-10-13T20:01Z XXX followers, XX engagements
"@ryangrim Ryan you might want to learn what libertarianism is it does not include bailouts"
X Link @George_Dubs_ 2025-10-16T01:09Z XXX followers, XXX engagements
"@kamikazetrading 2025 FCF Forecast: ($25M) Loss Restructuring Costs Non Recurring +$10M Mattress Firm Expansion +$25M GP 2026 FCF Forecast: +$10M then off to the races 🚀"
X Link @George_Dubs_ 2025-10-15T02:24Z XXX followers, XX engagements
"@DeepIceValue @QualityInvest5 dude that video was XX% platitudes and insults. where were his numbers on Venmo going from 2m to 35m merchants where are his numbers on PayPal ads manager adoption rate numbers on FCF / buyback assumptions where are these in the video"
X Link @George_Dubs_ 2025-10-14T23:15Z XXX followers, XX engagements
"@gdogorous @hoomansv but isn't it hard to find companies that both are undervalued (i.e. low sentiment) but also have positive TA these things seem to contradict each other or is it more the idea of its better to be a little late than a little early"
X Link @George_Dubs_ 2025-10-14T14:12Z XXX followers, XX engagements
"@randadtrade @MarioNawfal @Rock_Rogers dude how we feeling about $PRPL"
X Link @George_Dubs_ 2025-10-14T21:20Z XXX followers, XX engagements
"@ItsThomAnt @MattWalshBlog I love Hitler"
X Link @George_Dubs_ 2025-10-15T17:00Z XXX followers, XX engagements
"@DividendDynasty I don't know much about the company. what is the bear sentiment that's killed the stock face value financials are great and without doing much HW i'd think they'd have a great MOAT I'm not aware of any viable competitors"
X Link @George_Dubs_ 2025-10-13T21:44Z XXX followers, XXX engagements