#  @LincolnCarter0 Linc Linc posts on X about $pypl, $grab, $pltr, $open the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::871075654627938304/interactions)  - [--] Week [-----] -86% - [--] Month [-------] +224% - [--] Months [-------] +683% - [--] Year [-------] +6,360% ### Mentions: [--] [#](/creator/twitter::871075654627938304/posts_active)  - [--] Week [--] -15% - [--] Month [--] +105% - [--] Months [---] +200% - [--] Year [---] +2,010% ### Followers: [---] [#](/creator/twitter::871075654627938304/followers)  - [--] Week [---] +6.20% - [--] Month [---] +39% - [--] Months [---] +116% - [--] Year [---] +318% ### CreatorRank: [---------] [#](/creator/twitter::871075654627938304/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [celebrities](/list/celebrities) [musicians](/list/musicians) **Social topic influence** [$pypl](/topic/$pypl) #1470, [$grab](/topic/$grab) #25, [$pltr](/topic/$pltr) #868, [$open](/topic/$open), [business](/topic/business), [stocks](/topic/stocks), [future](/topic/future), [$aehr](/topic/$aehr) #10, [$goog](/topic/$goog), [ai](/topic/ai) **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@acce](/creator/undefined) [@krossroads](/creator/undefined) [@juanrodrig07](/creator/undefined) [@wearycenturion](/creator/undefined) [@mrderivatives](/creator/undefined) [@dividenddynasty](/creator/undefined) [@paypal](/creator/undefined) [@holysmokas](/creator/undefined) [@mccdmatthew](/creator/undefined) [@selfmademastery](/creator/undefined) [@dividenddudex](/creator/undefined) [@thelonginvest](/creator/undefined) [@tjthewheeldeal](/creator/undefined) [@krispatel99](/creator/undefined) [@reuters](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@grok](/creator/undefined) [@businesswire](/creator/undefined) [@em013l](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Intel Corporation (INTC)](/topic/$intc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nike Inc (NKE)](/topic/nike) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Apple, Inc. (AAPL)](/topic/$aapl) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Fiserv, Inc. (FI)](/topic/$fi) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [PancakeSwap (CAKE)](/topic/$cake) [69Coin (69)](/topic/$69) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Venture Global, Inc (VG)](/topic/$vg) [Duolingo, Inc. (DUOL)](/topic/$duol) ### Top Social Posts Top posts by engagements in the last [--] hours "$OPEN After years of heightened interest rates & a business model that needed improvements is it finally time for Opendoor to turn things around Personally Ive bought the dip that kept on dipping initially buying at [--] & Ive been a buyer ever since Whats your thoughts" [X Link](https://x.com/LincolnCarter0/status/1813542704204460155) 2024-07-17T11:54Z [--] followers, [---] engagements "Anyone else just get up look at the pre- market and just started laughing $PYPL $PLTR $OPEN $PAGS $HEPS" [X Link](https://x.com/LincolnCarter0/status/1820429124877357165) 2024-08-05T11:58Z [--] followers, [---] engagements "@Kross_Roads @amitisinvesting Say this again for the people in the back ๐๐ฝ๐" [X Link](https://x.com/LincolnCarter0/status/1820575834249576754) 2024-08-05T21:41Z [--] followers, [--] engagements "So youre telling me we have $PLTR at basically [--] in the pre market I cant wait for this market open" [X Link](https://x.com/LincolnCarter0/status/1821839211172897160) 2024-08-09T09:21Z [---] followers, [--] engagements "This truly is very exciting $pypl news partnering with $SHOP Especially after the $FI & $ADYEN partnerships last week ๐ฎ๐จ Were excited to announce the expansion of our global strategic partnership with @Shopify which makes @PayPal an additional processor for Shopify Payments in the US. This showcases PayPals growing role as a platform of choice for the worlds largest commerce brands technology https://t.co/zmu0OetQuc Were excited to announce the expansion of our global strategic partnership with @Shopify which makes @PayPal an additional processor for Shopify Payments in the US. This" [X Link](https://x.com/LincolnCarter0/status/1833105467914035474) 2024-09-09T11:29Z [---] followers, [---] engagements "@Karp_God As someone who has been DCA in $OPEN since it was at [--] I have a thesis: Refining their business model and increasing margins by having a flexible/wider spread once interest rates finally act as a tailwind they will be effectively the sole Player in a very big TAM" [X Link](https://x.com/LincolnCarter0/status/1861106378124734750) 2024-11-25T17:55Z [---] followers, [---] engagements "@HolySmokas $NIKE $AMD $CAKE $SOFI $CELH $WYNN maybe more $PYPL" [X Link](https://x.com/LincolnCarter0/status/1878861803914228122) 2025-01-13T17:48Z [--] followers, [---] engagements "@amitisinvesting Dont forget $PYPL +3.80%" [X Link](https://x.com/LincolnCarter0/status/1880326067380265029) 2025-01-17T18:47Z [--] followers, [---] engagements "Just imagine for a moment that the $AAPL & $INTC rumours are true and thats why theyre reporting earnings on the same day One can only hope" [X Link](https://x.com/LincolnCarter0/status/1885012010863079771) 2025-01-30T17:07Z [--] followers, [----] engagements "Fair to say Im slightly overweight $PLTR $PLTR 46% $PYPL 36% $OPEN 6% $GRAB 5% $NIKE 4% $ZOM 2%" [X Link](https://x.com/LincolnCarter0/status/1886693724912066804) 2025-02-04T08:30Z [--] followers, [---] engagements "My thoughts on $OPEN upcoming earnings When a company goes from priced for bankruptcy to oh thats not so bad much less to profitable i think this is when you can potentially see the biggest rise in a stock price. Lets see what $OPEN does on earnings this week. But it truly is laughable to see the company have a market cap of [---] million with quarterly revenues greater than [--] billion. Yes we know interest rates are high but they cant stay there forever can they" [X Link](https://x.com/LincolnCarter0/status/1893637418076831856) 2025-02-23T12:21Z [--] followers, [----] engagements "Just curious if $OPEN has a horrendous earnings how much lower could it really go If the answer is not much further down based on current valuations then why not build a position here" [X Link](https://x.com/LincolnCarter0/status/1894308948204716391) 2025-02-25T08:50Z [--] followers, [----] engagements "Literally Me ๐ซ Id love to buy more $GRAB $OPEN or $PYPL" [X Link](https://x.com/LincolnCarter0/status/1894427981289775612) 2025-02-25T16:43Z [--] followers, [---] engagements "Not a new owner of $OPEN Ive been buying since [----] here is the receipt Ive always liked what the business could be and potentially sadly Ive always trusted management will we see a reversal this quarter I doubt so in the stock price though I think the business model really is starting to make sense and more people will begin to understand the thesis. Excited but not optimistic" [X Link](https://x.com/LincolnCarter0/status/1895036427593015511) 2025-02-27T09:01Z [--] followers, [----] engagements "What are your predictions for $OPEN after earnings later today Pump ๐ Dump ๐ฉ Pump ๐ Dump ๐ฉ" [X Link](https://x.com/LincolnCarter0/status/1895106190071247080) 2025-02-27T13:38Z [--] followers, [---] engagements "@StockMKTNewz My intel call warrants go brrrrrttzzz ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1896530113497555193) 2025-03-03T11:56Z [--] followers, [---] engagements "๐ถ๐พโ time to sell my kidney wish me luck $Pypl One of the most undervalued stocks in the market is PayPal. I am overexposed already but can't help myself from buying more here $PYPL I am not even accounting for any growth from ads Fair intrinsic value: $133 Current quote: $69 Upside to fair intrinsic value: 90.92% https://t.co/EAnEcZsYSa One of the most undervalued stocks in the market is PayPal. I am overexposed already but can't help myself from buying more here $PYPL I am not even accounting for any growth from ads Fair intrinsic value: $133 Current quote: $69 Upside to fair intrinsic" [X Link](https://x.com/LincolnCarter0/status/1896937122248159621) 2025-03-04T14:53Z [--] followers, [---] engagements "@Kross_Roads Can they technically buy more than the $6b worth I mean imas a shareholder I couldnt care less if they buy all the shares possible [--] when the fly wheels start turning wont it be too late" [X Link](https://x.com/LincolnCarter0/status/1896969646307467444) 2025-03-04T17:03Z [--] followers, [----] engagements "@DividendDude_X $PYPL ridiculously cheap" [X Link](https://x.com/LincolnCarter0/status/1897425896933560777) 2025-03-05T23:16Z [--] followers, [---] engagements "I remember when bro went all in at around [--] and people thought he was crazy - as long as the fundamentals are getting better why would we ever sell $PLTR is down 10% today. Will it go lower I have no idea. Yet this is what I know for sure: [--]. The business momentum is unprecedented. AIP has perfect market fit with AIP [--]. The AI agents cycle has only started. That's the most critical S curve. [--]. Palantir has $PLTR is down 10% today. Will it go lower I have no idea. Yet this is what I know for sure: [--]. The business momentum is unprecedented. AIP has perfect market fit with AIP [--]. The AI agents" [X Link](https://x.com/LincolnCarter0/status/1897763164646789485) 2025-03-06T21:36Z [--] followers, [--] engagements "Saving this for when my friends ask me why $PYPL is my #1 buy of [----] [--] $PYPL "PayPal could be $65 [--] years from now" This was a comment in a recent video that I thought was worth reviewing. The real risk for PayPal is that it's opportunity cost but barring the market being substantially lower in [--] years I don't see the bear case even having this https://t.co/RnAIrBVd9C $PYPL "PayPal could be $65 [--] years from now" This was a comment in a recent video that I thought was worth reviewing. The real risk for PayPal is that it's opportunity cost but barring the market being substantially lower in 5" [X Link](https://x.com/LincolnCarter0/status/1898636334161408453) 2025-03-09T07:25Z [--] followers, [----] engagements "@TheLongInvest Cutting would trigger panic and loss of faith short term definitely imo" [X Link](https://x.com/LincolnCarter0/status/1900267538891628713) 2025-03-13T19:27Z [--] followers, [----] engagements "So I sold $PYPL and bought $PYPL calls ๐จ๐พ๐ฆฏ I dont normally like to gamble but with valuations being what they are Ill take the risk" [X Link](https://x.com/LincolnCarter0/status/1900576035847995731) 2025-03-14T15:53Z [--] followers, [----] engagements "$PYPL theres something there higher eps than $NVDA Dan Dolev @ddolev Managing Director and Senior FinTech Analyst at Mizuho joined me to rank their top fintech companies including $SOFI $HOOD and $PYPL. See where they stand and why. ENJOY https://t.co/3Y8jUyCZXv Dan Dolev @ddolev Managing Director and Senior FinTech Analyst at Mizuho joined me to rank their top fintech companies including $SOFI $HOOD and $PYPL. See where they stand and why. ENJOY https://t.co/3Y8jUyCZXv" [X Link](https://x.com/LincolnCarter0/status/1900844568435638583) 2025-03-15T09:40Z [--] followers, [---] engagements "@DividendDude_X Id rather buy more $PYPL ๐" [X Link](https://x.com/LincolnCarter0/status/1901006350005440947) 2025-03-15T20:23Z [--] followers, [----] engagements "$PYPL $PLTR $GOOG anyone else nervous as to what future open at for Sunday I just feel as though there might be political topics that scare the markets again ๐คฆ๐ฝโ Still curious to see if the rebound still rebounds or if we see a continuing downtrend Thoughts Continue to tank ๐ Rebound ๐ Continue to tank ๐ Rebound ๐" [X Link](https://x.com/LincolnCarter0/status/1901007615355650402) 2025-03-15T20:28Z [--] followers, [---] engagements "This is a hell of a quote right here Retail sophisticated retail is some of the smartest money you will ever find because whos going to care about my money more than me No one. Retail sophisticated retail is some of the smartest money you will ever find because whos going to care about my money more than me No one" [X Link](https://x.com/LincolnCarter0/status/1903927047174406428) 2025-03-23T21:49Z [--] followers, [--] engagements "Honestly- I thought you and @Kross_Roads were friends ๐ - watch one of his $PYPL videos For $PYPL its Ads guest checkout & fastlane in that order. Ads:the fact that $PYPL has specific buyer side information 25% of the worlds credit card in their vault the potential to charge higher prices for ads when purchases are made + is just soooo undervalued and hasnt started being monetized yet ๐ฐ Guest checkout: winner takes most market and they have 40% of people opting for this already without promoting it remember PYPL still already has 45% (approx) of the online market this plus guest checkout =" [X Link](https://x.com/LincolnCarter0/status/1904657328734904619) 2025-03-25T22:11Z [--] followers, [----] engagements "$PYPL At some point there just has to be a bottoming out right" [X Link](https://x.com/LincolnCarter0/status/1905642141595955592) 2025-03-28T15:24Z [--] followers, [---] engagements "@AS_Investing Im so close myself to selling other positions and going all in into $Pypl" [X Link](https://x.com/LincolnCarter0/status/1905647545964990938) 2025-03-28T15:45Z [--] followers, [---] engagements "@amitisinvesting Surprised you didnt gobble up any $PYPL ๐" [X Link](https://x.com/LincolnCarter0/status/1907844830631440507) 2025-04-03T17:17Z [--] followers, [----] engagements "Consolidating my portfolio into higher conviction positions: Sold $OPEN bought $GRAB" [X Link](https://x.com/LincolnCarter0/status/1908191377671766446) 2025-04-04T16:14Z [--] followers, [---] engagements "Had to make such tough choices today ๐ฅบ selling stocks I held for a long time like $OPEN and a small amount of $PLTR That being said we now essentially have a [--] stock portfolio: $PLTR 50% $PYPL 30% $GRAB 20% P.s. small options on $GOOG & $INTC Did you buy or sell today ๐" [X Link](https://x.com/LincolnCarter0/status/1908266078742139238) 2025-04-04T21:11Z [--] followers, [---] engagements "@TJTheWheelDeal $PYPL $PLTR $GRAB - Ive never considered loans before but here I am thinking $PYPL should give me more than 5-9% return per year ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1909871477848949018) 2025-04-09T07:30Z [--] followers, [---] engagements "@amitisinvesting That dip Buy in $GRAB looking sooo good right now" [X Link](https://x.com/LincolnCarter0/status/1910040984085549563) 2025-04-09T18:43Z [--] followers, [----] engagements "What a wild ride heres what I went through and what Ive learned accordingly: Rotated out of positions like $OPEN Got called on knockout warrants on $PYPL [--] times and $INTC (this really hurts since it went up 17% the day after and there was a 8x leverage ๐ซ Rotated a little $PLTR to fill up the $PYPL deficit Bought the $GRAB and $PYPL dip Lessons learned: 1) stay in high conviction plays 2) stay in majority shares (dont overweight Options) 3) reduce derivatives when theres unrest/instability in the market 4) buy the Dip Thank you for coming to my X talk" [X Link](https://x.com/LincolnCarter0/status/1910044152936513778) 2025-04-09T18:56Z [--] followers, [---] engagements "@nightwingInvest Added 30% to my $PYPL as well and 20% to my $GRAB" [X Link](https://x.com/LincolnCarter0/status/1910061525022499131) 2025-04-09T20:05Z [--] followers, [---] engagements "$GRAB strengthening on the fintech front $GRAB What we know about Validus so far and what I think the acquisition was likely worth: - $150M in loans disbursed per month as of Sep '24 - Raised $75M in equity funding since inception - Last round was a Series C1 $20M investment - Worth $85.5M at end of [----] according to $GRAB What we know about Validus so far and what I think the acquisition was likely worth: - $150M in loans disbursed per month as of Sep '24 - Raised $75M in equity funding since inception - Last round was a Series C1 $20M investment - Worth $85.5M at end of [----] according to" [X Link](https://x.com/LincolnCarter0/status/1911671434637668637) 2025-04-14T06:42Z [---] followers, [---] engagements "Bought more $PYPL again just an average Joe the valuation is just ridiculous Cant wait for the earnings call ๐ฅน" [X Link](https://x.com/LincolnCarter0/status/1915407787204476957) 2025-04-24T14:09Z [---] followers, [---] engagements "@amitisinvesting $PYPL not getting an honorable mention" [X Link](https://x.com/LincolnCarter0/status/1916568041799684483) 2025-04-27T19:00Z [---] followers, [----] engagements "Consolidated my portfolio to [--] positions $PLTR 60% $PYPL 25% $GRAB 15% All companies report earnings in the next [--] days wish me luck ๐ฅฒ" [X Link](https://x.com/LincolnCarter0/status/1916857135717056922) 2025-04-28T14:08Z [---] followers, [---] engagements "When it comes to stocks like $PYPL In moments like this you have to decide if youre an Investor: long term potential of a business Trader: short term momentum of a stock price Me personally I consider myself a long term investor & Ill be adding to my $PYPL position throughout the year" [X Link](https://x.com/LincolnCarter0/status/1917512682887844051) 2025-04-30T09:33Z [---] followers, [--] engagements "@Kross_Roads Shouldnt this be bullish $PYPL" [X Link](https://x.com/LincolnCarter0/status/1918049100341350565) 2025-05-01T21:05Z [---] followers, [---] engagements "@KrisPatel99 BNPL with $PYPL ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1918189955093782946) 2025-05-02T06:24Z [---] followers, [---] engagements "Curiosity moment: If any company were to buyout $PYPL Would it be a company like $MA or $V which would make sense from a commerce perspective though they dont have the financial backing Or how about a company like $BRK and this be a new purchase in the post Warren Buffett era Or would it even make more sense for an $AAPL to buy them instead of buying [---] billion in buybacks which alone could buy $PYPL almost twice Or is there another company youd have in mind" [X Link](https://x.com/LincolnCarter0/status/1919308854132613155) 2025-05-05T08:31Z [---] followers, [---] engagements "Owning $PLTR and $PYPL in the same portfolio sometimes feel like satire For $PLTR your arguing growth rate and TAM - ignoring valuations For $PYPL your arguing fundamentals and turnaround potential - Focusing on Valuations $PLTR earnings today - excited to see where this takes us ๐ซถ๐ฝ" [X Link](https://x.com/LincolnCarter0/status/1919326839270469963) 2025-05-05T09:42Z [---] followers, [---] engagements "Is selling all my $PLTR at [---] P/E and going all in on $PYPL at [--] P/E really that crazy of an idea" [X Link](https://x.com/LincolnCarter0/status/1919735662435045789) 2025-05-06T12:47Z [---] followers, [--] engagements "Help me out fintwit What sector or company would you invest in if your portfolio was like mine: $PLTR $PYPL $GRAB Are my only holdings" [X Link](https://x.com/LincolnCarter0/status/1920824358957662337) 2025-05-09T12:53Z [---] followers, [---] engagements "@Mr_Derivatives I think a lot of uncertainties are baked in. nevertheless individual stocks like $PYPL are definitely the alpha this year" [X Link](https://x.com/LincolnCarter0/status/1920825724220379184) 2025-05-09T12:58Z [---] followers, [----] engagements "@HolySmokas $PYPL" [X Link](https://x.com/LincolnCarter0/status/1921326247352664559) 2025-05-10T22:07Z [---] followers, 11.6K engagements "@Ashton_1nvests $PYPL really is now by far the easiest DCA 100" [X Link](https://x.com/LincolnCarter0/status/1921845472051786149) 2025-05-12T08:30Z [---] followers, [---] engagements "@amitisinvesting and $PYPL which was for whatever reason heavily affected will have an outsized move up ๐คฃ๐ " [X Link](https://x.com/LincolnCarter0/status/1921872147443581360) 2025-05-12T10:16Z [---] followers, [----] engagements "@amitisinvesting He doesnt believe it himself . stop stressing buy $PYPL. ๐" [X Link](https://x.com/LincolnCarter0/status/1925907343734169838) 2025-05-23T13:31Z [---] followers, [----] engagements "My portfolio is essentially: $PLTR $PYPL $GRAB $PLTR 60% of the portfolio $PYPL 25% of the portfolio $GRAB 15% of the portfolio I had to make the choice today to get a little cash for a life need (apartment deposit) so I had to sell one of these [--] stocks ๐ฉ๐ฅฒ In terms of upside potential long term these [--] - I See massive upside in all of them. ๐ If you were in my situation - which of the [--] would you sell ๐ญ Essentially I sold $PLTR not because its up 1000% for me but it just felt like the most fiscally responsible thing to do based on weighting ๐ง๐ฝโ Again - Im just an avg Joe - would love" [X Link](https://x.com/LincolnCarter0/status/1932131577695486230) 2025-06-09T17:44Z [---] followers, [---] engagements "@amitisinvesting I love how your $GRAB is my $PYPL ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1936854842296918471) 2025-06-22T18:32Z [---] followers, [----] engagements "@Kross_Roads @PLTRs_Palantir If youre not in the software space you wont get the complexity hope we dont make the $PLTR community toxic because of the username a solution doesnt have to use PLTRs solution to be innovative ๐ฅด" [X Link](https://x.com/LincolnCarter0/status/1948019319994257689) 2025-07-23T13:56Z [---] followers, [---] engagements "@Kross_Roads The conviction has to strong on this one ๐คฃ - seeing my $PLTR rocket at +700 P/E with $PYPL sinking with a [--] P/E makes me wonder if narrative isnt the most important market metric ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1953499217051136395) 2025-08-07T16:51Z [---] followers, [---] engagements "Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ" [X Link](https://x.com/LincolnCarter0/status/1954970349356847349) 2025-08-11T18:17Z [---] followers, [---] engagements "$PLTR $PYPL $GRAB : This is aging well - not that I want any of my investments to go down but even if its only in the short term I think the decision wasnt the worst ๐ค๐ฝ Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ https://t.co/lZkW0JrB7x Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ https://t.co/lZkW0JrB7x" [X Link](https://x.com/LincolnCarter0/status/1957803936997331208) 2025-08-19T13:56Z [---] followers, [---] engagements "Sold $PYPL stock to buy warrants on $PYPL - thank you for your attention on this matter" [X Link](https://x.com/LincolnCarter0/status/1979189065707663810) 2025-10-17T14:13Z [---] followers, [--] engagements "Just curious do we think $GRAB OR $OPEN will be a better investment throughout [----] We all know the $Grab thesis this is my very low IQ $OPEN thesis: $OPEN despite the laughable valuation of $OPEN with only a market cap of [--] Billion while boasting revenue of roughly [--] billion. A p/s of [----] compared to competitors like $Z of [--] I believe there is a sellable/buyable narrative. For me the most compelling story has always been the I-buying model. Yes margins are poor and yes you have to have economies of scale for the business to be profitable. That being said what has the business been able to" [X Link](https://x.com/LincolnCarter0/status/1892912725375762920) 2025-02-21T12:22Z [--] followers, [----] engagements "I have these under market movers because they tend to either highly move or show which way the market is trending Safe to say were pretty red โฅ I dont think its ever been this clear $NVDA $AMZN $META $APPL $MSFT $TSLA $GOOG" [X Link](https://x.com/LincolnCarter0/status/1894426322950144471) 2025-02-25T16:36Z [--] followers, [---] engagements "The outlier in my portfolio. So many spec plays but yet this is the be that decides to go red on a day like today Guess the market is saying $PYPL is a safe bet but at the same time at current valuations planned buybacks and recent investor day news this just has to be one of the loudest screaming buys or am I genuinely missing something" [X Link](https://x.com/LincolnCarter0/status/1894792925516558486) 2025-02-26T16:53Z [--] followers, [---] engagements "$PYPL $GRAB This has to be max pain right" [X Link](https://x.com/LincolnCarter0/status/1907802566873821685) 2025-04-03T14:29Z [---] followers, [---] engagements "@Mr_Derivatives Buying some $PYPL at market open yes I am" [X Link](https://x.com/LincolnCarter0/status/1989308661336801436) 2025-11-14T12:25Z [---] followers, [---] engagements "Please Mr market keep $PYPL [--] until I get my little bonus pay next week so I can buy more ๐ญ" [X Link](https://x.com/LincolnCarter0/status/1989324275669504205) 2025-11-14T13:27Z [---] followers, [--] engagements "@JuanRodrig07 This is good though $PYPL enables merchants to get paid immediately and also have more TPV + Revenue consumers dont pay interest on products and the default risk is carried by KKR - or am I missing the bearish argument" [X Link](https://x.com/LincolnCarter0/status/1990404910462968310) 2025-11-17T13:01Z [---] followers, [---] engagements "One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to do the same Taking my chances" [X Link](https://x.com/LincolnCarter0/status/1990457852452905439) 2025-11-17T16:31Z [---] followers, [---] engagements "@DividendDynasty Ive got some knockout call warrants in $PYPL - but surely they wont go sub [--] right right" [X Link](https://x.com/LincolnCarter0/status/1990799759163199826) 2025-11-18T15:10Z [---] followers, [---] engagements "$PYPL I have so many questions - but I would really really like to know about accelerated buybacks if nothing else $PYPL CEO Alex Chriss is presenting tomorrow morning at Citi's FinTech conference. @acce Would be an ideal time to inform shareholders what $PYPL plans to do with the new $5B of commercial paper facility and excess 4Q FCF (could be over $1.5B remaining after repurchases and https://t.co/crb7yPil2B $PYPL CEO Alex Chriss is presenting tomorrow morning at Citi's FinTech conference. @acce Would be an ideal time to inform shareholders what $PYPL plans to do with the new $5B of" [X Link](https://x.com/LincolnCarter0/status/1990833799408521301) 2025-11-18T17:25Z [---] followers, [---] engagements "@KrisPatel99 $Goog and $PYPL partnership - do you care for $PYPL Asking for a friend" [X Link](https://x.com/LincolnCarter0/status/1991061202915488048) 2025-11-19T08:29Z [---] followers, [---] engagements "$PYPL Thoughts I hope will age well a couple years from now ๐คท๐ฝโ Try and follow this simple train of qualitative thought ๐ pick out which ever case gives you that lets buy this feeling ๐ โ If a company is growing revenue and buying back its shares โ If a company is increasing its partnerships with the best companies on the planet to increase its revenue โ If a company has strategically hired proven leaders from various backgrounds to improve its weaker areas (I.e. the former marketing genius behind the scaling of $UBER & $AMZN ads.) โ If a company has pristine fundamentals but the market" [X Link](https://x.com/LincolnCarter0/status/1991086614521504163) 2025-11-19T10:10Z [---] followers, [---] engagements "@DividendDynasty As a Chelsea fan Im a hater but as a $PYPL shareholder I love this - ticket sales Jersey sales - lets goooo - Im sure they eventually make it onto the Jersey as well ๐" [X Link](https://x.com/LincolnCarter0/status/1991089601209929922) 2025-11-19T10:22Z [---] followers, [---] engagements "As a Chelsea fan I dont approve As a $PYPL shareholder I love it ๐ Were kicking off a new era in digital payments with @LFC our first-ever Premier League collaboration โฝ Enhancing how fans engage on and off the pitch โฝ Strengthening connections with sports fans everywhere โฝ Supporting LFC Women & grassroots football Learn more: https://t.co/agcWl7dTU5 Were kicking off a new era in digital payments with @LFC our first-ever Premier League collaboration โฝ Enhancing how fans engage on and off the pitch โฝ Strengthening connections with sports fans everywhere โฝ Supporting LFC Women & grassroots" [X Link](https://x.com/LincolnCarter0/status/1991092524467826921) 2025-11-19T10:33Z [---] followers, [---] engagements "Is Agentic commerce being overlooked If Perplexity $GOOG and ChatGpt are all the agentic web browsers of the future does the main payments solution for these get a premium or will Wall Street realize as always a little too late" [X Link](https://x.com/LincolnCarter0/status/1991421372485308602) 2025-11-20T08:20Z [---] followers, [--] engagements "@amitisinvesting @amitisinvesting when do we see that $PYPL deep dive Were getting close to a 1:1 P/S (jokes)" [X Link](https://x.com/LincolnCarter0/status/1991571027206570122) 2025-11-20T18:15Z [---] followers, [---] engagements "@Kross_Roads @BreakingPeaks1 @weary_centurion @mccdmatthew Happy youre not only the pope of $BMNR" [X Link](https://x.com/LincolnCarter0/status/1991636750305763558) 2025-11-20T22:36Z [---] followers, [---] engagements "@weary_centurion A friend of mine essentially bought $PYPL because of my conviction - now hes saying Ill sell it all when it goes back to break even - I told him sell all your shit or buy more - but dont come ranting to me because you dont understand fundamentals ๐" [X Link](https://x.com/LincolnCarter0/status/1991784099842044080) 2025-11-21T08:21Z [---] followers, [---] engagements "Both are down - one is just a little less red ๐ญ $PLTR down -14% since $PYPL down -6% since One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to do the same Taking my chances One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to" [X Link](https://x.com/LincolnCarter0/status/1991894089940550001) 2025-11-21T15:38Z [---] followers, [---] engagements "@weary_centurion my other positions are hemorrhaging and $PYPL is just like leave me out this nonsense ๐คฃ๐คฃ๐คฃ - it want down waaaayy more than I thought but hey ๐คท๐ฝโ" [X Link](https://x.com/LincolnCarter0/status/1991900423658332236) 2025-11-21T16:04Z [---] followers, [---] engagements "@SelfMadeMastery Dont make fun of $PYPL please were tired ๐ช" [X Link](https://x.com/LincolnCarter0/status/1991904057187811547) 2025-11-21T16:18Z [---] followers, 11.8K engagements "Stocks Im starting a very very small position in this week but hope to buildout over time โ - $VG - $S - $AEHR" [X Link](https://x.com/LincolnCarter0/status/1992890081695432731) 2025-11-24T09:36Z [---] followers, [---] engagements "@qualtrim I see people using $DUOL all the time - is this an eventually Lynch type stock pick" [X Link](https://x.com/LincolnCarter0/status/1992938323070091431) 2025-11-24T12:48Z [---] followers, [---] engagements "$PYPL is a dying company ๐ค Today we're launching a new personalized shopping experience in Perplexity. Users now enjoy curated product recommendations with Instant Buy powered by @PayPal. https://t.co/H0B1JR6W32 Today we're launching a new personalized shopping experience in Perplexity. Users now enjoy curated product recommendations with Instant Buy powered by @PayPal. https://t.co/H0B1JR6W32" [X Link](https://x.com/LincolnCarter0/status/1993426027628924950) 2025-11-25T21:06Z [---] followers, [---] engagements "Good luck to all my portfolio is heaviest $PYPL Dont forget they are priced for negative growth & even the share buyback program alone would see share price appreciation not to mention all the other innovations ๐ค We live in a world where $PYPL trades at 10x forward Free Cash Flow and with Agentic Commerce now beginning investors may begin searching for the best publicly traded Agentic Commerce plays. Investors would not bat an eye at a valuation 50-100% higher in a few months once We live in a world where $PYPL trades at 10x forward Free Cash Flow and with Agentic Commerce now beginning" [X Link](https://x.com/LincolnCarter0/status/1993443473190703527) 2025-11-25T22:15Z [---] followers, [---] engagements "Im seeing reports that Black Friday sales are up massive + AI used to search products is up Massive YOY I just love how $PYPL Omni channel approach is setup to capture this. BNPL perplexity + the future OPEN AI checkout option ๐ด Such a ๐ฆ company" [X Link](https://x.com/LincolnCarter0/status/1995418116151812602) 2025-12-01T09:02Z [---] followers, [---] engagements "@DividendDynasty Hahaha not on the adobe boat but definitely gearing up fir that UBS conference and what Jamie miller has to say on $PYPL - the fact that theyre never optimistic is such a gut punch ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/1995491993154396635) 2025-12-01T13:55Z [---] followers, [---] engagements "Wow ๐ฎ imagine that $PYPL is used instead of all the Gofundme accounts if not only for the noble cause the brand image certainly is boosted โ also guessing the PYUSD aids in this ๐๐ฝ Its #GivingTuesday Donate quickly & securely with PayPal we cover the fees so your full gift goes to the nonprofit. Together we can make a big impact: https://t.co/GWDPSeIGRj https://t.co/SNtlJ5YNG0 Its #GivingTuesday Donate quickly & securely with PayPal we cover the fees so your full gift goes to the nonprofit. Together we can make a big impact: https://t.co/GWDPSeIGRj https://t.co/SNtlJ5YNG0" [X Link](https://x.com/LincolnCarter0/status/1995857769380151611) 2025-12-02T14:09Z [---] followers, [---] engagements "@mccdmatthew @acce Not reeeeaally 100% on this boat tbh - were comments negative Yes What do these comments allow the company to do in the short term Buy back a ๐ฉ load of stocks If they dont buy more than usual should we be concerned Yes otherwise just accumulate" [X Link](https://x.com/LincolnCarter0/status/1996269101430305052) 2025-12-03T17:23Z [---] followers, [--] engagements "@Couch_Investor @acce Well be okay I feel like we are literally that one diamond mining meme" [X Link](https://x.com/LincolnCarter0/status/1996512466424180971) 2025-12-04T09:30Z [---] followers, [---] engagements "$PYPL $PLTR $GRAB - how does this portfolio perform in 2026" [X Link](https://x.com/LincolnCarter0/status/1996969084068495647) 2025-12-05T15:45Z [---] followers, [----] engagements "Whats this Another partnership with a company brokering [--] billion in GMV using $PYPL to provide agentic commerce to their customers https://finance.yahoo.com/news/logicbroker-announces-partnership-paypal-agentic-162300610.html https://finance.yahoo.com/news/logicbroker-announces-partnership-paypal-agentic-162300610.html" [X Link](https://x.com/LincolnCarter0/status/1998073016018726941) 2025-12-08T16:51Z [---] followers, [---] engagements "Wait institutions bullish on paypal Value for money deeply undervalued $PYPL will we see a rerating https://finance.yahoo.com/news/judah-spinners-blackbird-financial-takes-150000197.html https://finance.yahoo.com/news/judah-spinners-blackbird-financial-takes-150000197.html" [X Link](https://x.com/LincolnCarter0/status/1998428926649995285) 2025-12-09T16:25Z [---] followers, [---] engagements "@HolySmokas Undoubtedly $pypl - the execution and long term strategy is reeeeally being overlooked" [X Link](https://x.com/LincolnCarter0/status/1998491716211421644) 2025-12-09T20:35Z [---] followers, [---] engagements "Given we now have ads launching in [----] - what does this or can this potentially mean for $PYPL PayPal Ads could be a multi-billion $ unlock heres why: [--] SMB digital ads = $600B+ TAM 30M+ SMBs globally Many dont run ads today due to complexity โ PayPal simplifies this inside existing merchant accounts [--] Retail media growing 20%+ YoY Fastest-growing segment in digital advertising โ Amazon proved the model ads now drive a huge % of profits PayPal brings this to independent websites (not marketplaces) [--] $23B ad revenue potential by [----] 202627: early platform ramp ๐202830: network effects +" [X Link](https://x.com/LincolnCarter0/status/1998519822687027320) 2025-12-09T22:27Z [---] followers, [---] engagements "@Mr_Derivatives As a $PYPL shareholder I just love to see stocks go down ๐ญ" [X Link](https://x.com/LincolnCarter0/status/1999018340103172180) 2025-12-11T07:28Z [---] followers, [---] engagements "$ORCL $PLTR $NVDA So I went to bed early seeing as how Im in Europe only to wake up to the world (stock market) burning ๐ - then I see all these hate tweets at Larry Ellison ๐ญ 1) was the @ORCL earnings call that bad 2) are there no positives to be taken or other plays/players that can profit from whatever it is that Oracle is doing wrong Happy Thursday ๐ฅฒ" [X Link](https://x.com/LincolnCarter0/status/1999019773288472986) 2025-12-11T07:33Z [---] followers, [---] engagements "$PYPL Per @Reuters - positive news from excited to see what developments or announcements they bring out - one thing for sure is $PYPL execs are definitely not idling around" [X Link](https://x.com/LincolnCarter0/status/1999038172018471151) 2025-12-11T08:46Z [---] followers, [----] engagements "$PYPL So we dont go up on the AI sentiment but we go down when its gets sour ๐๐๐" [X Link](https://x.com/LincolnCarter0/status/1999094522752749735) 2025-12-11T12:30Z [---] followers, [---] engagements "@wallstengine It doesnt matter Nothing will save $PYPL ๐" [X Link](https://x.com/LincolnCarter0/status/1999094743029194894) 2025-12-11T12:31Z [---] followers, [---] engagements "The rerating of $PYPL will be one of those why didnt I buy more scenarios in years to come But. we will have to wait (yes actually investing and not trading) ๐ฅChoose your catalyst: ๐ค AI agent checkout enablement ๐ฑAds business ๐ฐ Growing crypto player ๐ข Ridiculousness of stock buybacks Given we now have ads launching in [----] - what does this or can this potentially mean for $PYPL PayPal Ads could be a multi-billion $ unlock heres why: [--] SMB digital ads = $600B+ TAM 30M+ SMBs globally Many dont run ads today due to complexity โ PayPal simplifies this Given we now have ads launching in [----] -" [X Link](https://x.com/LincolnCarter0/status/1999105563402121427) 2025-12-11T13:14Z [---] followers, [---] engagements "@Mr_Derivatives How about a 60B market cap Company with over 30B in revenue" [X Link](https://x.com/LincolnCarter0/status/1999121775095902212) 2025-12-11T14:19Z [---] followers, [---] engagements "$PYPL As per @DecryptMedia Creators are now able to get paid on YouTube wit PYUSD I mean hey 4% annual return + the option to get faster settlement within the PayPal ecosystem https://finance.yahoo.com/news/youtube-now-lets-us-creators-053731369.html https://finance.yahoo.com/news/youtube-now-lets-us-creators-053731369.html" [X Link](https://x.com/LincolnCarter0/status/1999384222231085232) 2025-12-12T07:41Z [---] followers, [---] engagements "$PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do nothing but buyback shares at these prices and go up over time thats it thats the insurance Then the upside: @acce literally said that theyve renegotiated with merchants at more preferable terms and havent lost a single merchant - what does this mean - better margins better EPS literally a major reason we had the whole transition year From a moat point of view youre scared that the deeply integrated payment solution" [X Link](https://x.com/LincolnCarter0/status/1999564062544248875) 2025-12-12T19:36Z [---] followers, [---] engagements "@SelfMadeMastery It is what $PYPL is a depreciating asset" [X Link](https://x.com/LincolnCarter0/status/1999915827844489667) 2025-12-13T18:54Z [---] followers, [--] engagements "@mukund Much rather $PYPL buyback the stock than even issue any dividend" [X Link](https://x.com/LincolnCarter0/status/2000503019461546059) 2025-12-15T09:47Z [---] followers, [--] engagements "$PYPL To the remaining shareholders ๐ ๐ซฑ๐ฟ๐ซฒ๐พ I think we need to ask ourselves why would you want the stock price to go up in the short term if its only to boost your YTD then I think you might have a traders mentality If the company can buyback more shares at cheap prices honestly why would you care If the company is executing why do you care about sentiment Do you really think theres a wild scenario where the company will be doing [---] EPS years from now and trade at a [--] P/E ratio if the company really does execute and the partnerships bring value in revenue and higher margins why would" [X Link](https://x.com/LincolnCarter0/status/2000505496302703000) 2025-12-15T09:57Z [---] followers, [---] engagements "$PYPL The markets ignored: Crypto BNPL Venmo Agentic commerce ads business The catalyst the market really wanted was banking Can someone please drop that Drake meme in the comments" [X Link](https://x.com/LincolnCarter0/status/2000908143597896092) 2025-12-16T12:37Z [---] followers, [----] engagements "@mccdmatthew [--] million shares" [X Link](https://x.com/LincolnCarter0/status/2002135293970034965) 2025-12-19T21:53Z [---] followers, [--] engagements "Why are you in $PYPL This is why:" [X Link](https://x.com/LincolnCarter0/status/2002140130078044359) 2025-12-19T22:12Z [---] followers, [---] engagements "This is big big for $GRAB BREAKING $GRAB acquired AI Robotic Infermove๐ Grab stated that Infermove's robotics solutions will complement its existing first- and last-mile delivery network potentially enabling more efficient and automated delivery processes (using AI-powered robots for short-distance or https://t.co/x0Zg9WTYcM BREAKING $GRAB acquired AI Robotic Infermove๐ Grab stated that Infermove's robotics solutions will complement its existing first- and last-mile delivery network potentially enabling more efficient and automated delivery processes (using AI-powered robots for" [X Link](https://x.com/LincolnCarter0/status/2002614442781966477) 2025-12-21T05:37Z [---] followers, [---] engagements "$PYPL x $ETH Not a coin guy but his is good right BULLISH: PayPal now uses Ethereum payments https://t.co/w3K3EHRAqt BULLISH: PayPal now uses Ethereum payments https://t.co/w3K3EHRAqt" [X Link](https://x.com/LincolnCarter0/status/2003828518334140553) 2025-12-24T14:02Z [---] followers, [---] engagements "$PYPL If you have a higher attention span than the average doom scroller then you might be well off doing some DD on PayPal at these insanely cheap valuations $PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do nothing but buyback shares at these prices and go up over time thats it thats the $PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do" [X Link](https://x.com/LincolnCarter0/status/2004709469348139331) 2025-12-27T00:22Z [---] followers, [----] engagements "@amitisinvesting @JuanRodrig07 If he cant get you bullish on $PYPL no one can ๐คฃ - I just hope hell be as right there as he was on $HOOD" [X Link](https://x.com/LincolnCarter0/status/2005831505122148854) 2025-12-30T02:41Z [---] followers, [---] engagements "Retail is dumping heavily on @acce and $PYPL and with good reason the stock really hasnt performed this year That being said buybacks will be the signal - if there are accelerated buybacks then we can expect a banging [----] If buybacks are low theres no way retail holds on will i sell either way Nope like absolutely no chance Ive built out my position and I love what I see in terms of new innovations around ads and A2A commerce crypto is a dark horse. Even if there werent buybacks like crazy Id still like my position sizing. Do what you want with yours but Id rather have a decent PayPal sizing" [X Link](https://x.com/LincolnCarter0/status/2006536595113996779) 2026-01-01T01:22Z [---] followers, [---] engagements "$PYPL I would buy this company right now even if it was overvalued based only on the ads business opportunity If a startup which was overvalued had this much data on consumers and was able to hire the best in class CMO to Build out there ads business Id be first in-line to buy this But wait theres more youre actually buying a profitable company that Is growing revenue fixing margins innovating in crypto and agentic commerce while also buying back shares $PYPL The emerging ads business looks very promising I just watched recent YouTube interviews with PayPal ads chief Dr. Mark Grether most" [X Link](https://x.com/LincolnCarter0/status/2008175076043087959) 2026-01-05T13:53Z [---] followers, [----] engagements "$PYPL Celebrating $60 ๐ฅณ Opinion post - pure speculation Was there mass tax loss harvesting into the end of last year - highly likely Are fund managers considering $PYPL as an out performer despite the downgrades - likely Will CES conference be the catalyst weve been waiting on - I hope so Down 30% since last year and Im happy I quadrupled my position size in [----] To each their own - happy Monday ๐ฅธ https://twitter.com/i/web/status/2008225145802858526 https://twitter.com/i/web/status/2008225145802858526" [X Link](https://x.com/LincolnCarter0/status/2008225145802858526) 2026-01-05T17:12Z [---] followers, [----] engagements "@ExampleInvest11 ๐ญ let me live inside my bubble" [X Link](https://x.com/LincolnCarter0/status/2008253068258013343) 2026-01-05T19:03Z [---] followers, [--] engagements "$PYPL is tanking because If the answer is the whole market is tanking then technically it should go up the next time as well right Right" [X Link](https://x.com/LincolnCarter0/status/2008922299580190879) 2026-01-07T15:22Z [---] followers, [----] engagements "$PYPL All that I really got from the Grether interview at CES is that LLMs are where consumers start their journey and that by enabling payments within LLMs PayPal can essentially win big this year Now imagine a world where PayPal would integrate with a Gemini or ChatGPT Oh wait thats right ๐ The stock trading at an [--] P/E ratio is about to enable payment solutions with the biggest LLM models out there ๐คฃ https://twitter.com/i/web/status/2009045884927959466 https://twitter.com/i/web/status/2009045884927959466" [X Link](https://x.com/LincolnCarter0/status/2009045884927959466) 2026-01-07T23:33Z [---] followers, [----] engagements "$PYPL What should be the P/E multiple given to a business that gives you the best in class advertising data across 30% of the worlds online e-commerce Sure as hell not [--] is all I have to say ๐" [X Link](https://x.com/LincolnCarter0/status/2009256415597064326) 2026-01-08T13:30Z [---] followers, [----] engagements "@CooperCapitaI The amazing part about high margin revenue streams is youll see bottom line impact pretty quickly- and do remember there were countless partnerships announced last year with major retailers" [X Link](https://x.com/LincolnCarter0/status/2009282693721161856) 2026-01-08T15:14Z [---] followers, [---] engagements "Lets also ignore this Mr market ๐ Im slowly becoming the biggest fan of @acce - because you cannot ignore what the team is doing - you can only execute and holy I think they really are. I also think we might be gearing up for that we will shock the world moment - he might have only just been [--] years early with the statement ๐๐ฝ๐ Were teaming up with @Microsoft to power their launch of Copilot Checkout making it easier for shoppers to discover decide and complete purchases in one place: https://t.co/1SaAEiKram https://t.co/sFTSErxs45 Were teaming up with @Microsoft to power their launch of" [X Link](https://x.com/LincolnCarter0/status/2009283860102549793) 2026-01-08T15:19Z [---] followers, [---] engagements "$PYPL Bears: the stock hasnt gone anywhere Bulls: Share repurchases ads agentic commerce fastlane PayPal world crypto What is undeniably true: the stock hasnt gone anywhere but down or flat. Sentiment is in the gutter. Management is slingshot the right things outside of communicating with investors. But hear my hot take - I much rather management manage make deals buyback stock without communicating anything because this means this they are making leaps and bounds in terms of value for money and EPS in the long run. That buying said If they arent buying back aggressively then Ill be one upset" [X Link](https://x.com/LincolnCarter0/status/2010134975178256724) 2026-01-10T23:41Z [---] followers, 12.4K engagements "@investingbyGenZ Best thing for investors traders not so much" [X Link](https://x.com/LincolnCarter0/status/2010338646730420312) 2026-01-11T13:10Z [---] followers, [---] engagements "@weary_centurion ๐คฃ might have to go back all in on this pain ๐" [X Link](https://x.com/LincolnCarter0/status/2010387962559688975) 2026-01-11T16:26Z [---] followers, [---] engagements "@itsDanfi Ive actually sold a decent amount of $PLTR for $PYPL ๐ " [X Link](https://x.com/LincolnCarter0/status/2010431515629703649) 2026-01-11T19:19Z [---] followers, [---] engagements "@FindleysFinance Theyve fixed their core business and now theyre innovating and forming partnerships like its nobodies business" [X Link](https://x.com/LincolnCarter0/status/2010444121954206009) 2026-01-11T20:10Z [---] followers, [---] engagements "@Kev_Capital_TA If momentum and narrative are the only issue but the numbers come through Im okay right Just have to give these time ๐" [X Link](https://x.com/LincolnCarter0/status/2010626562903998791) 2026-01-12T08:15Z [---] followers, [---] engagements "@sundarpichai Lets just forget $PYPL ๐" [X Link](https://x.com/LincolnCarter0/status/2010636753082966425) 2026-01-12T08:55Z [---] followers, [--] engagements "$PYPL They are absolutely in the best possible situation to win big from here on out This is why I have such a heavy conviction in @acce He is doing what he can and though the communication might be lacking (for good reason) the team are executing beyond a shadow of a doubt Mizuho says Trumps Truth Social push for a one year 10% cap on credit card APRs could have major positive ramifications for BNPL and personal-loan players like $AFRM $UPST $SOFI $XYZ and $PYPL. Their logic is that if banks respond by tightening credit to lower FICO https://t.co/rTuHxgYTu0 Mizuho says Trumps Truth Social" [X Link](https://x.com/LincolnCarter0/status/2010664333177754049) 2026-01-12T10:45Z [---] followers, [----] engagements "@weary_centurion There is always a bottom did we finally reach it Couldnt tell you for the life of me but at some point all these institutions will also want to make money and Im sure their thinking overvalued meme or way undervalued value ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/2010667637135888646) 2026-01-12T10:58Z [---] followers, [---] engagements "@StockSavvyShay This + the market for once isnt unnecessarily punishing $PYPL" [X Link](https://x.com/LincolnCarter0/status/2010673284736827873) 2026-01-12T11:20Z [---] followers, [---] engagements "$PYPL New $MSFT + $GOOG partnership BNPL Upside from trump tweet Does the market care ๐คฃ absolutely not" [X Link](https://x.com/LincolnCarter0/status/2010723625188618562) 2026-01-12T14:40Z [---] followers, [---] engagements "@Stonefoxcapital ๐คฃ absolutely insane the multiples its trading at" [X Link](https://x.com/LincolnCarter0/status/2010735372771414212) 2026-01-12T15:27Z [---] followers, [--] engagements "What is your $PYPL position +50k +25k 10k +10k +50k +25k 10k +10k" [X Link](https://x.com/LincolnCarter0/status/2010750981034913858) 2026-01-12T16:29Z [---] followers, [----] engagements "$PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company that has fixed their core business and has now pivoted towards higher margin areas. Yes there is competition in the sector but theyve renewed merchant deals with brain tree at more favorable terms and havent lost a merchant Then theres: โ The fact that margins on ads can be 70-80% โ The Omni Channel role out with debit cards in Germany โ The crypto stable coin 4x growth in [----] โ PayPal world role out with focus on Africa China and the Uk โ Literally being the LLM enabler for merchants" [X Link](https://x.com/LincolnCarter0/status/2010997003090563255) 2026-01-13T08:47Z [---] followers, 17.9K engagements "$PYPL Is it me or is fintwit slowly becoming bullish towards PayPal ๐" [X Link](https://x.com/LincolnCarter0/status/2011377663701823704) 2026-01-14T09:59Z [---] followers, 11K engagements "$GRAB not going to lie grab at these prices looks very very interesting [----] expected numbers arent bad for a fwd P/E of 46" [X Link](https://x.com/LincolnCarter0/status/2011550996422664272) 2026-01-14T21:28Z [---] followers, [---] engagements "@pparikh_ @grok help me answer" [X Link](https://x.com/LincolnCarter0/status/2011709949068656705) 2026-01-15T08:00Z [---] followers, [--] engagements "$ZETA $PYPL As Im developing as an investor I really dont like to bet on companies which fight the moat of another company in my portfolio ๐คท๐ฝโ $ZETA I understand does digital advertising with AI and is growing - but then I cant help to think this eventually clashes with $PYPL ads for merchants and the transaction graph Now Im not saying that the one is better than the other but I much rather buy anything else than a (in)direct competitor. Any thoughts https://twitter.com/i/web/status/2011808318990258661 https://twitter.com/i/web/status/2011808318990258661" [X Link](https://x.com/LincolnCarter0/status/2011808318990258661) 2026-01-15T14:30Z [---] followers, [---] engagements "Same ideology as to why Im holding and why Ive quadrupled my sizing late [----] Well written. The only thing Ill add onto is buybacks. I want to see more than 1.5b in buybacks more than anything else or what else they plan to do in terms of investments if not buyback the crap out of the stock" [X Link](https://x.com/LincolnCarter0/status/2012109201183539550) 2026-01-16T10:26Z [---] followers, [---] engagements "@DeepValueAlex Ive halved my position last year purely on valuation and other opportunities. Will it he great long long term yes but will a $PYPL Be better Thats my real issue" [X Link](https://x.com/LincolnCarter0/status/2012198087440183557) 2026-01-16T16:19Z [---] followers, [--] engagements "$PYPL I think the fact that we are doing a lot (ads crypto bnpl) of things distracts people from the fact that they have fixed the core business. ๐ Management has fixed transaction margins. ๐ Dont forget the TPV being changed by even 1% has a massive impact on profitability Yes branded has slowed but should you really care if they have now partnered with the future of commerce by being on every LLM operator https://twitter.com/i/web/status/2012489150180597780 https://twitter.com/i/web/status/2012489150180597780" [X Link](https://x.com/LincolnCarter0/status/2012489150180597780) 2026-01-17T11:36Z [---] followers, [----] engagements "@bachor007 @weary_centurion @ejpatriots @grok hep us out here" [X Link](https://x.com/LincolnCarter0/status/2012492279609512377) 2026-01-17T11:48Z [---] followers, [--] engagements "@RKmaruvada Not really the biggest point is they literally only have to improve the core business" [X Link](https://x.com/LincolnCarter0/status/2012848423280464283) 2026-01-18T11:23Z [---] followers, [--] engagements "@amitisinvesting $PYPL" [X Link](https://x.com/LincolnCarter0/status/2013262488108720149) 2026-01-19T14:49Z [---] followers, 11.1K engagements "$PYPL As per @BusinessWire PayPal expanding its wallet reach by integrating digital gift cards from major online retailer the largest U.S. gift card platform offering hundreds of brands and personalized e-gifts. 5% cashback and broader everyday spend options this boosts engagement and keeps users returning to PayPals wallet experience. Will the market care http://Giftcards.com http://Giftcards.com http://Giftcards.com http://Giftcards.com" [X Link](https://x.com/LincolnCarter0/status/2013607415522963460) 2026-01-20T13:39Z [---] followers, [----] engagements "$PYPL Random question in the spirit of ecosystems and flywheels how likely is it that we see PayPal play in the brokerage space I mean their Ux from what Im gathering is top tier + it just seems like a possible future growth area. Could be way out of pocket or impossible from a regulatory standpoint ๐คท๐ฝโ https://twitter.com/i/web/status/2013637316137324618 https://twitter.com/i/web/status/2013637316137324618" [X Link](https://x.com/LincolnCarter0/status/2013637316137324618) 2026-01-20T15:38Z [---] followers, [---] engagements "@DividendDynasty Bought [---] shares of $GRAB ๐โ " [X Link](https://x.com/LincolnCarter0/status/2014272678064980299) 2026-01-22T09:43Z [---] followers, [---] engagements "@Mr_Derivatives $PYPL about to be the same thing at [---] ๐" [X Link](https://x.com/LincolnCarter0/status/2014350908025426393) 2026-01-22T14:54Z [---] followers, [---] engagements "$PYPL Im not a crypto bro but I do get the necessity and upside to blockchain tech. But I have been thinking about the new stable partnership announced today by @PayPal and @stable But imagine this PayPal processes $1.51.7T in annual TPV: At that scale settlement efficiency matters more than headline growth & I think this goes missing a lot of the time. Stablecoins let PayPal quietly reroute payments off card & bank rails without changing the checkout experience. โ How PayPal uses crypto: Crypto runs in the background as a settlement rail Merchants still see USD Users still tap Pay with" [X Link](https://x.com/LincolnCarter0/status/2014839793696317909) 2026-01-23T23:16Z [---] followers, [---] engagements "$pypl Positives if anything at all BNPL pay in [--] interest rate free payments Physical cards in Germany not affected by this and still growing" [X Link](https://x.com/LincolnCarter0/status/2009967662890397972) 2026-01-10T12:36Z [---] followers, [----] engagements "$PYPL Valuation wise Ive said all I could ๐ I dont normally do calls but if we break [--] I feel like my hand will be forced ๐ญ" [X Link](https://x.com/LincolnCarter0/status/2013598681782444131) 2026-01-20T13:05Z [---] followers, [---] engagements "$PYPL Should I buy the dip when sentiment is in the gutter I was here before with $OPEN I was here before with $PLTR Difference between the two is one is a meme and one was a top tier software company. Now when you compare both those companies to PayPal what is the difference Essentially Palantir has always been expensive but what did they do They executed and grew into the multiple. PayPal is a whole different case. You have a mature business that is expected to decline because of competition hence the thesis is cheap. The interesting thing is they dont have to grow one bit for it to be" [X Link](https://x.com/LincolnCarter0/status/2013916801386586485) 2026-01-21T10:09Z [---] followers, [----] engagements "$PYPL Have we seen the bottom Absolutely Pain will return Absolutely Pain will return" [X Link](https://x.com/LincolnCarter0/status/2014237451338821762) 2026-01-22T07:23Z [---] followers, [---] engagements "$PYPL Could I have went all in yes Did I Absolutely not. ๐ฅฒ The very simple reason was basic risk Management despite how right I think I might be I still might be wrong ๐คท๐ฝโ That being said a were green [--] days in a row ๐ฅณ $PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company that has fixed their core business and has now pivoted towards higher margin areas. Yes there is competition in the sector but theyve renewed merchant deals $PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company" [X Link](https://x.com/LincolnCarter0/status/2014353743341375497) 2026-01-22T15:05Z [---] followers, [----] engagements "@Djoko_UTD All he has to do now is add it in his shorts/underwear then what" [X Link](https://x.com/LincolnCarter0/status/2015421860616208868) 2026-01-25T13:49Z [---] followers, 147.5K engagements "$PYPL NANCY SELLING HAS TO BE THE BOTTOM RIGHT" [X Link](https://x.com/LincolnCarter0/status/2016134634208141503) 2026-01-27T13:02Z [---] followers, [---] engagements "I see this then there was the Middle East deal yesterday and think: I) either we (the $PYPL community) are really wrong and the analyst community who is touting branded checkout are geniuses. Or 2) The analyst community are just absolutely wrong on the story and retailers have a real opportunity to make substantial gains by buying at these ridiculously atrocious level $PYPL Paga partners with PayPal to enable cross-border payments for Nigerian users The partnership opens new opportunities for Nigerian freelancers entrepreneurs and merchants who can now tap into PayPals global network of more" [X Link](https://x.com/LincolnCarter0/status/2016214045452370132) 2026-01-27T18:17Z [---] followers, [----] engagements "@steady_profits I think the upside is a lot higher than 70-80 and that theres so much efficiency gains + higher margins that can bring us up a lot higher going fwd" [X Link](https://x.com/LincolnCarter0/status/2016432398431387747) 2026-01-28T08:45Z [---] followers, [--] engagements "@Kross_Roads Ive been a fan for the longest & though Ive formed my own opinion - Ive realized that your trending towards selling out hugely due to lack of communication (which I toooootally get) but do you really think they will underperform from here Here being $54" [X Link](https://x.com/LincolnCarter0/status/2016610203475534262) 2026-01-28T20:31Z [---] followers, [---] engagements "@samsolid57 Sell off $PYPL let become a major shareholder and then pay me in dividends when valuation matters ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/2016857232965583350) 2026-01-29T12:53Z [---] followers, [---] engagements "$PYPL Into the abyss ๐คฃ I have calls at [--] hear me out though. Ive been struggling with going all in for a minute (since $55) If we do go to $45 and theres good earnings and guidance then Im going to either have to apologize to my future self then and there most likely ๐ " [X Link](https://x.com/LincolnCarter0/status/2016886882429284695) 2026-01-29T14:51Z [---] followers, [---] engagements "@DividendDynasty Alex Chris has literally said that we are no longer trying to solve checkout I really do think we bet on the right horse ๐๐ฝ" [X Link](https://x.com/LincolnCarter0/status/2016894583339098201) 2026-01-29T15:21Z [---] followers, [---] engagements "I get it when the market sells off and things that were at highs or had a major run sell off like: $AEHR $RR $FIGR or even $PLTR But why in the world are the sold off stocks like $ADBE $ORCL $GRAB $PYPL whove seen no momentum get schmacked as well" [X Link](https://x.com/LincolnCarter0/status/2017144169416859724) 2026-01-30T07:53Z [---] followers, [---] engagements "@em013L More importantly are you doing a $PYPL earnings call ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/2017154220533727425) 2026-01-30T08:33Z [---] followers, [---] engagements "@arnaudprophecy I did call warrants at [--] - essentially you say cant go lower than x price and your given a multiple based on how far away the price is from your warrants strike" [X Link](https://x.com/LincolnCarter0/status/2017202502635057616) 2026-01-30T11:45Z [---] followers, [---] engagements "@BrixtonInvesta Growth potential" [X Link](https://x.com/LincolnCarter0/status/2017202992353583364) 2026-01-30T11:47Z [---] followers, [--] engagements "If $SOFI can get Schmacked after delivering amazing numbers and guidance then Fintech is just not where it should be ๐ " [X Link](https://x.com/LincolnCarter0/status/2017251540419944873) 2026-01-30T15:00Z [---] followers, [---] engagements "@JuanRodrig07 [--] and we just might go all in if the earnings report is good" [X Link](https://x.com/LincolnCarter0/status/2017284979055546593) 2026-01-30T17:13Z [---] followers, [---] engagements "Good little read Branded checkout is the sentiment driver and fur those who pay deeper attention to what management is saying and doing - this is our alpha ๐๐ฝโ New Article on $PYPL New Article on $PYPL" [X Link](https://x.com/LincolnCarter0/status/2017285592824922127) 2026-01-30T17:15Z [---] followers, [---] engagements "$PYPL as per @Reuters Note: PayPal is still priced for failure while buying back shares . Partnering with NEOPAY today is yet another example of the team just continuing to execute. The short story is that Merchants can now accept PayPal payments for cross order transactions which gives them access to a high margin fast growing consumer base. https://twitter.com/i/web/status/2015719431595262358 https://twitter.com/i/web/status/2015719431595262358" [X Link](https://x.com/LincolnCarter0/status/2015719431595262358) 2026-01-26T09:32Z [---] followers, [----] engagements "Bought another [---] $PYPL Only thing I havent sold is my liver at this point Lets see how wrong I am come next Tuesday ๐คฃ" [X Link](https://x.com/LincolnCarter0/status/2016253741159113137) 2026-01-27T20:55Z [---] followers, 10.7K engagements "$PYPL Just by the way this is why I dont care if management is tweeting or not. Heres a list of partnerships between $90 and $55 ๐ฆ H1 [----] Core Payments & Infrastructure ๐ JPMorgan Payments Feb [----] Enterprise payment processing and bank-grade settlement rails; strengthens PayPals large-merchant and institutional stack. ๐ Global Payments Feb [----] Expands omnichannel acceptance and merchant reach across global POS networks. ๐ Verifone Mar [----] Deepens in-store POS integration bridging offline online checkout flows. Mastercard (Expanded Network) ๐ Apr [----] Enhanced tokenization routing and" [X Link](https://x.com/LincolnCarter0/status/2016513176972452058) 2026-01-28T14:06Z [---] followers, 23.5K engagements "If $V and $MA both beat $PYPL has said theyre well within guidance in November Do we think they still miss. the price action and analyst downgrades expect vs as much Here are how the previous expectations vs actual results lined up by the way ๐ " [X Link](https://x.com/LincolnCarter0/status/2017165758543843528) 2026-01-30T09:19Z [---] followers, [----] engagements "$PYPL I still stand by this Ads can be an extremely big boost. I think the insight that PayPal has to offer is truly of the highest quality ๐ if you know what people buy not just what sights they view or trash cookies they click on but what they actually buy then thats as good as data gets. ๐ Pair this with the transaction graph that can show you how well your various ad campaigns are doing and where to focus spend why would you not opt for this. If you see 30% of the worlds commerce thats a whole lot of data and guess what Ad margins are a lot higher than transaction margins ๐ ๐ผ Bonus:" [X Link](https://x.com/LincolnCarter0/status/2017728269118837228) 2026-01-31T22:34Z [---] followers, [----] engagements "$PYPL With people saying they will sell and be critical of management I totally get it and yes very valid points 95% of the time. Me personally ๐๐ I will not sell [--] damn share outside of damning results tomorrow No institutional selling or narrative driving is going to get me to jump ship ๐๐ฝ๐ My thoughts behind slow executions: One thing that needs to be understood is that the execution is slow not solely because of PayPal but because removing old custom integrations for payments is a lengthy [--] sided job. Working with integrations myself has shown me that the client (in this case" [X Link](https://x.com/LincolnCarter0/status/2018322261455864136) 2026-02-02T13:55Z [---] followers, 10.9K engagements "Personally hes executing on all fronts outside of narrative ๐คท๐ฝโ Could communication be better Yes Would I want revenue and growth at all costs Absolutely not. The groundwork has been done and he needs to be focusing on the positives but outside of this I really like the work done by @acce" [X Link](https://x.com/LincolnCarter0/status/2018329233114747317) 2026-02-02T14:22Z [---] followers, [---] engagements "@sachinvats @acce Revenue growth youre absolutely right but this comes as a result of transitioning from a lot of unprofitable deals which didnt make much sense I.e. the Amazon deal" [X Link](https://x.com/LincolnCarter0/status/2018330972026966426) 2026-02-02T14:29Z [---] followers, [---] engagements "$PYPL & $PLTR Now firstly I do not normally do the whole options thing unless its very appealing. How I like to play them is very simple. You have an undervalued/oversold company that you assume can have near term catalysts and you try and play them safe in respective to their short term technicals. Two plays I have open: $PLTR $119 call turbo warrants $PYPL $45 call turbo warrants Now these work in the way that if your strike is hit they evaporate and of course the further away the strike the lower the leverage. Lets see how these play out going into earnings ๐๐ฝ" [X Link](https://x.com/LincolnCarter0/status/2018357261710586314) 2026-02-02T16:14Z [---] followers, [---] engagements "$PLTR Lets goo ๐ฟ Year [--] of watching these guys @em013L @arny_trezzi @amitisinvesting" [X Link](https://x.com/LincolnCarter0/status/2018428663159505062) 2026-02-02T20:57Z [---] followers, [---] engagements "@AIStockSavvy They have the same price target for $PLTR as others have on $PYPL ๐๐๐" [X Link](https://x.com/LincolnCarter0/status/2018443690319261869) 2026-02-02T21:57Z [---] followers, [---] engagements "$PYPL to all my bag holders its been a rough one ๐ซ If you feel like selling that really is fair enough Personally I wont sell on a -17% day I did speak to slow execution in the below post I am honestly considering to buy more But to each their own. What is bound to happen is execution. When they do execute then what $PYPL With people saying they will sell and be critical of management I totally get it and yes very valid points 95% of the time. Me personally ๐๐ I will not sell [--] damn share outside of damning results tomorrow No institutional selling or narrative driving is going to $PYPL" [X Link](https://x.com/LincolnCarter0/status/2018682028690919681) 2026-02-03T13:44Z [---] followers, [---] engagements "Rebalancing day ๐ฎ๐จ I need to say thanks to PayPal for at least dumping on a day when everything else has been dumping as well Ive sold all $PYPL Bought 50% more $GRAB - self explanatory Added $SOFI - bee wanting to forever and they sold off on fantastic earrings ๐คฃ Ive liked $ZETA and love the compelling valuation Bought $AEHR as my spec position and chip exposure What a Tuesday ๐คฃ https://twitter.com/i/web/status/2018752395854094573 https://twitter.com/i/web/status/2018752395854094573" [X Link](https://x.com/LincolnCarter0/status/2018752395854094573) 2026-02-03T18:24Z [---] followers, [----] engagements "@SelfMadeMastery Right there with you ๐ญ I sold a lot of my $PLTR for $PYPL and have been punished at every turn since" [X Link](https://x.com/LincolnCarter0/status/2018796648525447537) 2026-02-03T21:20Z [---] followers, [---] engagements "$GRAB Deals over the last year for us. We saw $PYPL have a similar chart but the question is are these meaningful and can $GRAB execute at a much better rate Share price 1Y = -5.95% $GRAB Hello to my newest largest position bought 50% more $GRAB recently and its now 38% of the portfolio General thoughts around X sentiment One thing I absolutely hate to see on here when you type in a stock ticker is pure technicals showing the bottom not the worst thing $GRAB Hello to my newest largest position bought 50% more $GRAB recently and its now 38% of the portfolio General thoughts around X sentiment" [X Link](https://x.com/LincolnCarter0/status/2018995965584118232) 2026-02-04T10:32Z [---] followers, [---] engagements "@GabGrowth $GRAB full send ๐คฃ๐ซถ๐ฝ" [X Link](https://x.com/LincolnCarter0/status/2019070289112420411) 2026-02-04T15:27Z [---] followers, [---] engagements "@Julian_Trades1 @TheLongInvest Brother - consider $PLTR at some Point even if you say its [---] or [--] or [--] the margins they have is ridiculous they will be a 1T dollar company at some point - what they do cant be replicated and the TAM they have is outrageous" [X Link](https://x.com/LincolnCarter0/status/2019329405739471088) 2026-02-05T08:37Z [---] followers, [--] engagements "$PLTR $GRAB $ZETA $AEHR Looks like $PLTR is saying f this sell off shit Will it turn around in the open market or is this a pump fake" [X Link](https://x.com/LincolnCarter0/status/2019708233636794497) 2026-02-06T09:42Z [---] followers, [---] engagements "@StockSavvyShay Started a position on the recent turmoil - very high chance of rerating if theyre hyper scaler is $GOOG" [X Link](https://x.com/LincolnCarter0/status/2020260773377745300) 2026-02-07T22:17Z [---] followers, [---] engagements "$AEHR $PYPL Happy Sunday boys and girls With all the turmoil in the market remember that it only makes sense to buy assets you understand. ๐ That doesnt mean you cant learn If you dont understand a businesses model and moat youll never know when to get in or out. That being said Ive listened to the $AEHR Needham conference [--] times during my gym session and Im incredibly optimistic. The fact that I made a mistake with $PYPL and being largely overweight with what I thought was an amazing turnaround story isnt going to stop me from being optimistic and all of a sudden start investing solely in" [X Link](https://x.com/LincolnCarter0/status/2020495530615283842) 2026-02-08T13:50Z [---] followers, [---] engagements "So essentially $OSCR ๐ฉ the ๐ or is there more to the story $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG" [X Link](https://x.com/LincolnCarter0/status/2021192877934600467) 2026-02-10T12:01Z [---] followers, [---] engagements "$GRAB So we are selling off an undervalued super app in the fastest growing region of the world. Not only have they shown proof of concept and are becoming a steady compounder for the foreseeable future but they are also fearlessly innovating in AI Robotics and fintech. If this isnt want you want to see from a company youre invested in then I dont know what to tell you ๐ https://twitter.com/i/web/status/2022382376207176010 https://twitter.com/i/web/status/2022382376207176010" [X Link](https://x.com/LincolnCarter0/status/2022382376207176010) 2026-02-13T18:48Z [---] followers, [----] engagements "$PYPL The stock is already 40% of my portfolio but prices continue to get more and more attractive ๐ Do I add more going into [----] or do I diversify My other two major holdings are $PLTR which has done nothing but wonders (bought at [-----] avg) and $GRAB (bought at 4.80) which had had a sideways year last year as well https://twitter.com/i/web/status/2010386356694860109 https://twitter.com/i/web/status/2010386356694860109" [X Link](https://x.com/LincolnCarter0/status/2010386356694860109) 2026-01-11T16:20Z [---] followers, [----] engagements "$AEHR And just like that we sell off below $30 I got out of $ZETA because $AEHR is just a ridiculous buy for me here ๐ซถ๐ฝ" [X Link](https://x.com/LincolnCarter0/status/2021964054374625294) 2026-02-12T15:06Z [---] followers, [---] engagements "@MikeLongTerm Just say $GRAB bro ๐คฃ๐ซถ๐ฝ" [X Link](https://x.com/LincolnCarter0/status/2022297283648160025) 2026-02-13T13:10Z [---] followers, [---] engagements "$PYPL We are also out ๐ช I say this knowing theres likely a reversal just because of being oversold however just like many investors I hate being lied to. I Reserved the I will not sell outside of damming earnings Brothers (and sisters) we got those damning earnings ๐ช + a major reason for my belief came with the ceo @acce held for [--] years bought the dips and got disappointed. Personally I really believed in @acce know he tried his best yet the board and in term the market didnt give him time and execution + communication was ultimately ๐ฉ You live and you learn. Updated graphic incoming ๐คฃโค" [X Link](https://x.com/LincolnCarter0/status/2018745854962639026) 2026-02-03T17:58Z [---] followers, [----] engagements "YTD -29% Will the portfolio ever recover I guess thats what I get for being overweight $PYPL going into the year ๐๐ฝ๐ฅณ Though $GRAB and $PLTR Havent been champions either ๐ I think the fact this this is my 4th or so time experiencing this I know well be fine and this is just a part of it but I am allowed to cry a little on the inside ๐ Anyone up drastically YTD https://twitter.com/i/web/status/2019519152621293657 https://twitter.com/i/web/status/2019519152621293657" [X Link](https://x.com/LincolnCarter0/status/2019519152621293657) 2026-02-05T21:11Z [---] followers, [---] engagements "About to hideout and be safe in $COST Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings" [X Link](https://x.com/LincolnCarter0/status/2019681749547323898) 2026-02-06T07:57Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LincolnCarter0 LincLinc posts on X about $pypl, $grab, $pltr, $open the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks technology brands automotive brands finance cryptocurrencies countries social networks fashion brands celebrities musicians
Social topic influence $pypl #1470, $grab #25, $pltr #868, $open, business, stocks, future, $aehr #10, $goog, ai
Top accounts mentioned or mentioned by @amitisinvesting @acce @krossroads @juanrodrig07 @wearycenturion @mrderivatives @dividenddynasty @paypal @holysmokas @mccdmatthew @selfmademastery @dividenddudex @thelonginvest @tjthewheeldeal @krispatel99 @reuters @stocksavvyshay @grok @businesswire @em013l
Top assets mentioned PayPal Holdings Inc (PYPL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Palantir Technologies Inc. (PLTR) Opendoor Technologies Inc Common Stock (OPEN) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) RAI Finance (SOFI) Intel Corporation (INTC) NVIDIA Corp. (NVDA) Nike Inc (NKE) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) PagSeguro Digital Ltd. (PAGS) Fiserv, Inc. (FI) Wynn Resorts, Limited (WYNN) Celsius Holdings, Inc. Common Stock (CELH) PancakeSwap (CAKE) 69Coin (69) Amazon.com, Inc. (AMZN) Metadium (META) Tesla, Inc. (TSLA) BITMINE IMMERSION TECH (BMNR) Venture Global, Inc (VG) Duolingo, Inc. (DUOL)
Top posts by engagements in the last [--] hours
"$OPEN After years of heightened interest rates & a business model that needed improvements is it finally time for Opendoor to turn things around Personally Ive bought the dip that kept on dipping initially buying at [--] & Ive been a buyer ever since Whats your thoughts"
X Link 2024-07-17T11:54Z [--] followers, [---] engagements
"Anyone else just get up look at the pre- market and just started laughing $PYPL $PLTR $OPEN $PAGS $HEPS"
X Link 2024-08-05T11:58Z [--] followers, [---] engagements
"@Kross_Roads @amitisinvesting Say this again for the people in the back ๐๐ฝ๐"
X Link 2024-08-05T21:41Z [--] followers, [--] engagements
"So youre telling me we have $PLTR at basically [--] in the pre market I cant wait for this market open"
X Link 2024-08-09T09:21Z [---] followers, [--] engagements
"This truly is very exciting $pypl news partnering with $SHOP Especially after the $FI & $ADYEN partnerships last week ๐ฎ๐จ Were excited to announce the expansion of our global strategic partnership with @Shopify which makes @PayPal an additional processor for Shopify Payments in the US. This showcases PayPals growing role as a platform of choice for the worlds largest commerce brands technology https://t.co/zmu0OetQuc Were excited to announce the expansion of our global strategic partnership with @Shopify which makes @PayPal an additional processor for Shopify Payments in the US. This"
X Link 2024-09-09T11:29Z [---] followers, [---] engagements
"@Karp_God As someone who has been DCA in $OPEN since it was at [--] I have a thesis: Refining their business model and increasing margins by having a flexible/wider spread once interest rates finally act as a tailwind they will be effectively the sole Player in a very big TAM"
X Link 2024-11-25T17:55Z [---] followers, [---] engagements
"@HolySmokas $NIKE $AMD $CAKE $SOFI $CELH $WYNN maybe more $PYPL"
X Link 2025-01-13T17:48Z [--] followers, [---] engagements
"@amitisinvesting Dont forget $PYPL +3.80%"
X Link 2025-01-17T18:47Z [--] followers, [---] engagements
"Just imagine for a moment that the $AAPL & $INTC rumours are true and thats why theyre reporting earnings on the same day One can only hope"
X Link 2025-01-30T17:07Z [--] followers, [----] engagements
"Fair to say Im slightly overweight $PLTR $PLTR 46% $PYPL 36% $OPEN 6% $GRAB 5% $NIKE 4% $ZOM 2%"
X Link 2025-02-04T08:30Z [--] followers, [---] engagements
"My thoughts on $OPEN upcoming earnings When a company goes from priced for bankruptcy to oh thats not so bad much less to profitable i think this is when you can potentially see the biggest rise in a stock price. Lets see what $OPEN does on earnings this week. But it truly is laughable to see the company have a market cap of [---] million with quarterly revenues greater than [--] billion. Yes we know interest rates are high but they cant stay there forever can they"
X Link 2025-02-23T12:21Z [--] followers, [----] engagements
"Just curious if $OPEN has a horrendous earnings how much lower could it really go If the answer is not much further down based on current valuations then why not build a position here"
X Link 2025-02-25T08:50Z [--] followers, [----] engagements
"Literally Me ๐ซ Id love to buy more $GRAB $OPEN or $PYPL"
X Link 2025-02-25T16:43Z [--] followers, [---] engagements
"Not a new owner of $OPEN Ive been buying since [----] here is the receipt Ive always liked what the business could be and potentially sadly Ive always trusted management will we see a reversal this quarter I doubt so in the stock price though I think the business model really is starting to make sense and more people will begin to understand the thesis. Excited but not optimistic"
X Link 2025-02-27T09:01Z [--] followers, [----] engagements
"What are your predictions for $OPEN after earnings later today Pump ๐ Dump ๐ฉ Pump ๐ Dump ๐ฉ"
X Link 2025-02-27T13:38Z [--] followers, [---] engagements
"@StockMKTNewz My intel call warrants go brrrrrttzzz ๐คฃ"
X Link 2025-03-03T11:56Z [--] followers, [---] engagements
"๐ถ๐พโ time to sell my kidney wish me luck $Pypl One of the most undervalued stocks in the market is PayPal. I am overexposed already but can't help myself from buying more here $PYPL I am not even accounting for any growth from ads Fair intrinsic value: $133 Current quote: $69 Upside to fair intrinsic value: 90.92% https://t.co/EAnEcZsYSa One of the most undervalued stocks in the market is PayPal. I am overexposed already but can't help myself from buying more here $PYPL I am not even accounting for any growth from ads Fair intrinsic value: $133 Current quote: $69 Upside to fair intrinsic"
X Link 2025-03-04T14:53Z [--] followers, [---] engagements
"@Kross_Roads Can they technically buy more than the $6b worth I mean imas a shareholder I couldnt care less if they buy all the shares possible [--] when the fly wheels start turning wont it be too late"
X Link 2025-03-04T17:03Z [--] followers, [----] engagements
"@DividendDude_X $PYPL ridiculously cheap"
X Link 2025-03-05T23:16Z [--] followers, [---] engagements
"I remember when bro went all in at around [--] and people thought he was crazy - as long as the fundamentals are getting better why would we ever sell $PLTR is down 10% today. Will it go lower I have no idea. Yet this is what I know for sure: [--]. The business momentum is unprecedented. AIP has perfect market fit with AIP [--]. The AI agents cycle has only started. That's the most critical S curve. [--]. Palantir has $PLTR is down 10% today. Will it go lower I have no idea. Yet this is what I know for sure: [--]. The business momentum is unprecedented. AIP has perfect market fit with AIP [--]. The AI agents"
X Link 2025-03-06T21:36Z [--] followers, [--] engagements
"Saving this for when my friends ask me why $PYPL is my #1 buy of [----] [--] $PYPL "PayPal could be $65 [--] years from now" This was a comment in a recent video that I thought was worth reviewing. The real risk for PayPal is that it's opportunity cost but barring the market being substantially lower in [--] years I don't see the bear case even having this https://t.co/RnAIrBVd9C $PYPL "PayPal could be $65 [--] years from now" This was a comment in a recent video that I thought was worth reviewing. The real risk for PayPal is that it's opportunity cost but barring the market being substantially lower in 5"
X Link 2025-03-09T07:25Z [--] followers, [----] engagements
"@TheLongInvest Cutting would trigger panic and loss of faith short term definitely imo"
X Link 2025-03-13T19:27Z [--] followers, [----] engagements
"So I sold $PYPL and bought $PYPL calls ๐จ๐พ๐ฆฏ I dont normally like to gamble but with valuations being what they are Ill take the risk"
X Link 2025-03-14T15:53Z [--] followers, [----] engagements
"$PYPL theres something there higher eps than $NVDA Dan Dolev @ddolev Managing Director and Senior FinTech Analyst at Mizuho joined me to rank their top fintech companies including $SOFI $HOOD and $PYPL. See where they stand and why. ENJOY https://t.co/3Y8jUyCZXv Dan Dolev @ddolev Managing Director and Senior FinTech Analyst at Mizuho joined me to rank their top fintech companies including $SOFI $HOOD and $PYPL. See where they stand and why. ENJOY https://t.co/3Y8jUyCZXv"
X Link 2025-03-15T09:40Z [--] followers, [---] engagements
"@DividendDude_X Id rather buy more $PYPL ๐"
X Link 2025-03-15T20:23Z [--] followers, [----] engagements
"$PYPL $PLTR $GOOG anyone else nervous as to what future open at for Sunday I just feel as though there might be political topics that scare the markets again ๐คฆ๐ฝโ Still curious to see if the rebound still rebounds or if we see a continuing downtrend Thoughts Continue to tank ๐ Rebound ๐ Continue to tank ๐ Rebound ๐"
X Link 2025-03-15T20:28Z [--] followers, [---] engagements
"This is a hell of a quote right here Retail sophisticated retail is some of the smartest money you will ever find because whos going to care about my money more than me No one. Retail sophisticated retail is some of the smartest money you will ever find because whos going to care about my money more than me No one"
X Link 2025-03-23T21:49Z [--] followers, [--] engagements
"Honestly- I thought you and @Kross_Roads were friends ๐ - watch one of his $PYPL videos For $PYPL its Ads guest checkout & fastlane in that order. Ads:the fact that $PYPL has specific buyer side information 25% of the worlds credit card in their vault the potential to charge higher prices for ads when purchases are made + is just soooo undervalued and hasnt started being monetized yet ๐ฐ Guest checkout: winner takes most market and they have 40% of people opting for this already without promoting it remember PYPL still already has 45% (approx) of the online market this plus guest checkout ="
X Link 2025-03-25T22:11Z [--] followers, [----] engagements
"$PYPL At some point there just has to be a bottoming out right"
X Link 2025-03-28T15:24Z [--] followers, [---] engagements
"@AS_Investing Im so close myself to selling other positions and going all in into $Pypl"
X Link 2025-03-28T15:45Z [--] followers, [---] engagements
"@amitisinvesting Surprised you didnt gobble up any $PYPL ๐"
X Link 2025-04-03T17:17Z [--] followers, [----] engagements
"Consolidating my portfolio into higher conviction positions: Sold $OPEN bought $GRAB"
X Link 2025-04-04T16:14Z [--] followers, [---] engagements
"Had to make such tough choices today ๐ฅบ selling stocks I held for a long time like $OPEN and a small amount of $PLTR That being said we now essentially have a [--] stock portfolio: $PLTR 50% $PYPL 30% $GRAB 20% P.s. small options on $GOOG & $INTC Did you buy or sell today ๐"
X Link 2025-04-04T21:11Z [--] followers, [---] engagements
"@TJTheWheelDeal $PYPL $PLTR $GRAB - Ive never considered loans before but here I am thinking $PYPL should give me more than 5-9% return per year ๐คฃ"
X Link 2025-04-09T07:30Z [--] followers, [---] engagements
"@amitisinvesting That dip Buy in $GRAB looking sooo good right now"
X Link 2025-04-09T18:43Z [--] followers, [----] engagements
"What a wild ride heres what I went through and what Ive learned accordingly: Rotated out of positions like $OPEN Got called on knockout warrants on $PYPL [--] times and $INTC (this really hurts since it went up 17% the day after and there was a 8x leverage ๐ซ Rotated a little $PLTR to fill up the $PYPL deficit Bought the $GRAB and $PYPL dip Lessons learned: 1) stay in high conviction plays 2) stay in majority shares (dont overweight Options) 3) reduce derivatives when theres unrest/instability in the market 4) buy the Dip Thank you for coming to my X talk"
X Link 2025-04-09T18:56Z [--] followers, [---] engagements
"@nightwingInvest Added 30% to my $PYPL as well and 20% to my $GRAB"
X Link 2025-04-09T20:05Z [--] followers, [---] engagements
"$GRAB strengthening on the fintech front $GRAB What we know about Validus so far and what I think the acquisition was likely worth: - $150M in loans disbursed per month as of Sep '24 - Raised $75M in equity funding since inception - Last round was a Series C1 $20M investment - Worth $85.5M at end of [----] according to $GRAB What we know about Validus so far and what I think the acquisition was likely worth: - $150M in loans disbursed per month as of Sep '24 - Raised $75M in equity funding since inception - Last round was a Series C1 $20M investment - Worth $85.5M at end of [----] according to"
X Link 2025-04-14T06:42Z [---] followers, [---] engagements
"Bought more $PYPL again just an average Joe the valuation is just ridiculous Cant wait for the earnings call ๐ฅน"
X Link 2025-04-24T14:09Z [---] followers, [---] engagements
"@amitisinvesting $PYPL not getting an honorable mention"
X Link 2025-04-27T19:00Z [---] followers, [----] engagements
"Consolidated my portfolio to [--] positions $PLTR 60% $PYPL 25% $GRAB 15% All companies report earnings in the next [--] days wish me luck ๐ฅฒ"
X Link 2025-04-28T14:08Z [---] followers, [---] engagements
"When it comes to stocks like $PYPL In moments like this you have to decide if youre an Investor: long term potential of a business Trader: short term momentum of a stock price Me personally I consider myself a long term investor & Ill be adding to my $PYPL position throughout the year"
X Link 2025-04-30T09:33Z [---] followers, [--] engagements
"@Kross_Roads Shouldnt this be bullish $PYPL"
X Link 2025-05-01T21:05Z [---] followers, [---] engagements
"@KrisPatel99 BNPL with $PYPL ๐คฃ"
X Link 2025-05-02T06:24Z [---] followers, [---] engagements
"Curiosity moment: If any company were to buyout $PYPL Would it be a company like $MA or $V which would make sense from a commerce perspective though they dont have the financial backing Or how about a company like $BRK and this be a new purchase in the post Warren Buffett era Or would it even make more sense for an $AAPL to buy them instead of buying [---] billion in buybacks which alone could buy $PYPL almost twice Or is there another company youd have in mind"
X Link 2025-05-05T08:31Z [---] followers, [---] engagements
"Owning $PLTR and $PYPL in the same portfolio sometimes feel like satire For $PLTR your arguing growth rate and TAM - ignoring valuations For $PYPL your arguing fundamentals and turnaround potential - Focusing on Valuations $PLTR earnings today - excited to see where this takes us ๐ซถ๐ฝ"
X Link 2025-05-05T09:42Z [---] followers, [---] engagements
"Is selling all my $PLTR at [---] P/E and going all in on $PYPL at [--] P/E really that crazy of an idea"
X Link 2025-05-06T12:47Z [---] followers, [--] engagements
"Help me out fintwit What sector or company would you invest in if your portfolio was like mine: $PLTR $PYPL $GRAB Are my only holdings"
X Link 2025-05-09T12:53Z [---] followers, [---] engagements
"@Mr_Derivatives I think a lot of uncertainties are baked in. nevertheless individual stocks like $PYPL are definitely the alpha this year"
X Link 2025-05-09T12:58Z [---] followers, [----] engagements
"@HolySmokas $PYPL"
X Link 2025-05-10T22:07Z [---] followers, 11.6K engagements
"@Ashton_1nvests $PYPL really is now by far the easiest DCA 100"
X Link 2025-05-12T08:30Z [---] followers, [---] engagements
"@amitisinvesting and $PYPL which was for whatever reason heavily affected will have an outsized move up ๐คฃ๐
"
X Link 2025-05-12T10:16Z [---] followers, [----] engagements
"@amitisinvesting He doesnt believe it himself . stop stressing buy $PYPL. ๐"
X Link 2025-05-23T13:31Z [---] followers, [----] engagements
"My portfolio is essentially: $PLTR $PYPL $GRAB $PLTR 60% of the portfolio $PYPL 25% of the portfolio $GRAB 15% of the portfolio I had to make the choice today to get a little cash for a life need (apartment deposit) so I had to sell one of these [--] stocks ๐ฉ๐ฅฒ In terms of upside potential long term these [--] - I See massive upside in all of them. ๐ If you were in my situation - which of the [--] would you sell ๐ญ Essentially I sold $PLTR not because its up 1000% for me but it just felt like the most fiscally responsible thing to do based on weighting ๐ง๐ฝโ Again - Im just an avg Joe - would love"
X Link 2025-06-09T17:44Z [---] followers, [---] engagements
"@amitisinvesting I love how your $GRAB is my $PYPL ๐คฃ"
X Link 2025-06-22T18:32Z [---] followers, [----] engagements
"@Kross_Roads @PLTRs_Palantir If youre not in the software space you wont get the complexity hope we dont make the $PLTR community toxic because of the username a solution doesnt have to use PLTRs solution to be innovative ๐ฅด"
X Link 2025-07-23T13:56Z [---] followers, [---] engagements
"@Kross_Roads The conviction has to strong on this one ๐คฃ - seeing my $PLTR rocket at +700 P/E with $PYPL sinking with a [--] P/E makes me wonder if narrative isnt the most important market metric ๐คฃ"
X Link 2025-08-07T16:51Z [---] followers, [---] engagements
"Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ"
X Link 2025-08-11T18:17Z [---] followers, [---] engagements
"$PLTR $PYPL $GRAB : This is aging well - not that I want any of my investments to go down but even if its only in the short term I think the decision wasnt the worst ๐ค๐ฝ Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ https://t.co/lZkW0JrB7x Sold [--] $PLTR Bought [---] $PYPL Bought [---] $GRAB How will this play out No idea but Im happy with rebalancing - at the end of the day you have to be able to live with your own choices ๐ค๐ฝ https://t.co/lZkW0JrB7x"
X Link 2025-08-19T13:56Z [---] followers, [---] engagements
"Sold $PYPL stock to buy warrants on $PYPL - thank you for your attention on this matter"
X Link 2025-10-17T14:13Z [---] followers, [--] engagements
"Just curious do we think $GRAB OR $OPEN will be a better investment throughout [----] We all know the $Grab thesis this is my very low IQ $OPEN thesis: $OPEN despite the laughable valuation of $OPEN with only a market cap of [--] Billion while boasting revenue of roughly [--] billion. A p/s of [----] compared to competitors like $Z of [--] I believe there is a sellable/buyable narrative. For me the most compelling story has always been the I-buying model. Yes margins are poor and yes you have to have economies of scale for the business to be profitable. That being said what has the business been able to"
X Link 2025-02-21T12:22Z [--] followers, [----] engagements
"I have these under market movers because they tend to either highly move or show which way the market is trending Safe to say were pretty red โฅ I dont think its ever been this clear $NVDA $AMZN $META $APPL $MSFT $TSLA $GOOG"
X Link 2025-02-25T16:36Z [--] followers, [---] engagements
"The outlier in my portfolio. So many spec plays but yet this is the be that decides to go red on a day like today Guess the market is saying $PYPL is a safe bet but at the same time at current valuations planned buybacks and recent investor day news this just has to be one of the loudest screaming buys or am I genuinely missing something"
X Link 2025-02-26T16:53Z [--] followers, [---] engagements
"$PYPL $GRAB This has to be max pain right"
X Link 2025-04-03T14:29Z [---] followers, [---] engagements
"@Mr_Derivatives Buying some $PYPL at market open yes I am"
X Link 2025-11-14T12:25Z [---] followers, [---] engagements
"Please Mr market keep $PYPL [--] until I get my little bonus pay next week so I can buy more ๐ญ"
X Link 2025-11-14T13:27Z [---] followers, [--] engagements
"@JuanRodrig07 This is good though $PYPL enables merchants to get paid immediately and also have more TPV + Revenue consumers dont pay interest on products and the default risk is carried by KKR - or am I missing the bearish argument"
X Link 2025-11-17T13:01Z [---] followers, [---] engagements
"One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to do the same Taking my chances"
X Link 2025-11-17T16:31Z [---] followers, [---] engagements
"@DividendDynasty Ive got some knockout call warrants in $PYPL - but surely they wont go sub [--] right right"
X Link 2025-11-18T15:10Z [---] followers, [---] engagements
"$PYPL I have so many questions - but I would really really like to know about accelerated buybacks if nothing else $PYPL CEO Alex Chriss is presenting tomorrow morning at Citi's FinTech conference. @acce Would be an ideal time to inform shareholders what $PYPL plans to do with the new $5B of commercial paper facility and excess 4Q FCF (could be over $1.5B remaining after repurchases and https://t.co/crb7yPil2B $PYPL CEO Alex Chriss is presenting tomorrow morning at Citi's FinTech conference. @acce Would be an ideal time to inform shareholders what $PYPL plans to do with the new $5B of"
X Link 2025-11-18T17:25Z [---] followers, [---] engagements
"@KrisPatel99 $Goog and $PYPL partnership - do you care for $PYPL Asking for a friend"
X Link 2025-11-19T08:29Z [---] followers, [---] engagements
"$PYPL Thoughts I hope will age well a couple years from now ๐คท๐ฝโ Try and follow this simple train of qualitative thought ๐ pick out which ever case gives you that lets buy this feeling ๐ โ
If a company is growing revenue and buying back its shares โ
If a company is increasing its partnerships with the best companies on the planet to increase its revenue โ
If a company has strategically hired proven leaders from various backgrounds to improve its weaker areas (I.e. the former marketing genius behind the scaling of $UBER & $AMZN ads.) โ
If a company has pristine fundamentals but the market"
X Link 2025-11-19T10:10Z [---] followers, [---] engagements
"@DividendDynasty As a Chelsea fan Im a hater but as a $PYPL shareholder I love this - ticket sales Jersey sales - lets goooo - Im sure they eventually make it onto the Jersey as well ๐"
X Link 2025-11-19T10:22Z [---] followers, [---] engagements
"As a Chelsea fan I dont approve As a $PYPL shareholder I love it ๐ Were kicking off a new era in digital payments with @LFC our first-ever Premier League collaboration โฝ Enhancing how fans engage on and off the pitch โฝ Strengthening connections with sports fans everywhere โฝ Supporting LFC Women & grassroots football Learn more: https://t.co/agcWl7dTU5 Were kicking off a new era in digital payments with @LFC our first-ever Premier League collaboration โฝ Enhancing how fans engage on and off the pitch โฝ Strengthening connections with sports fans everywhere โฝ Supporting LFC Women & grassroots"
X Link 2025-11-19T10:33Z [---] followers, [---] engagements
"Is Agentic commerce being overlooked If Perplexity $GOOG and ChatGpt are all the agentic web browsers of the future does the main payments solution for these get a premium or will Wall Street realize as always a little too late"
X Link 2025-11-20T08:20Z [---] followers, [--] engagements
"@amitisinvesting @amitisinvesting when do we see that $PYPL deep dive Were getting close to a 1:1 P/S (jokes)"
X Link 2025-11-20T18:15Z [---] followers, [---] engagements
"@Kross_Roads @BreakingPeaks1 @weary_centurion @mccdmatthew Happy youre not only the pope of $BMNR"
X Link 2025-11-20T22:36Z [---] followers, [---] engagements
"@weary_centurion A friend of mine essentially bought $PYPL because of my conviction - now hes saying Ill sell it all when it goes back to break even - I told him sell all your shit or buy more - but dont come ranting to me because you dont understand fundamentals ๐"
X Link 2025-11-21T08:21Z [---] followers, [---] engagements
"Both are down - one is just a little less red ๐ญ $PLTR down -14% since $PYPL down -6% since One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to do the same Taking my chances One thing I know no one will be able to say its we didnt have time to buy $PYPL when it was cheap My $PLTR average is $11 and Im not trying to trade growth for value - but what are the chances of $PYPL to 2x3x or 5x from here Vs. $PLTR to"
X Link 2025-11-21T15:38Z [---] followers, [---] engagements
"@weary_centurion my other positions are hemorrhaging and $PYPL is just like leave me out this nonsense ๐คฃ๐คฃ๐คฃ - it want down waaaayy more than I thought but hey ๐คท๐ฝโ"
X Link 2025-11-21T16:04Z [---] followers, [---] engagements
"@SelfMadeMastery Dont make fun of $PYPL please were tired ๐ช"
X Link 2025-11-21T16:18Z [---] followers, 11.8K engagements
"Stocks Im starting a very very small position in this week but hope to buildout over time โ
- $VG - $S - $AEHR"
X Link 2025-11-24T09:36Z [---] followers, [---] engagements
"@qualtrim I see people using $DUOL all the time - is this an eventually Lynch type stock pick"
X Link 2025-11-24T12:48Z [---] followers, [---] engagements
"$PYPL is a dying company ๐ค Today we're launching a new personalized shopping experience in Perplexity. Users now enjoy curated product recommendations with Instant Buy powered by @PayPal. https://t.co/H0B1JR6W32 Today we're launching a new personalized shopping experience in Perplexity. Users now enjoy curated product recommendations with Instant Buy powered by @PayPal. https://t.co/H0B1JR6W32"
X Link 2025-11-25T21:06Z [---] followers, [---] engagements
"Good luck to all my portfolio is heaviest $PYPL Dont forget they are priced for negative growth & even the share buyback program alone would see share price appreciation not to mention all the other innovations ๐ค We live in a world where $PYPL trades at 10x forward Free Cash Flow and with Agentic Commerce now beginning investors may begin searching for the best publicly traded Agentic Commerce plays. Investors would not bat an eye at a valuation 50-100% higher in a few months once We live in a world where $PYPL trades at 10x forward Free Cash Flow and with Agentic Commerce now beginning"
X Link 2025-11-25T22:15Z [---] followers, [---] engagements
"Im seeing reports that Black Friday sales are up massive + AI used to search products is up Massive YOY I just love how $PYPL Omni channel approach is setup to capture this. BNPL perplexity + the future OPEN AI checkout option ๐ด Such a ๐ฆ company"
X Link 2025-12-01T09:02Z [---] followers, [---] engagements
"@DividendDynasty Hahaha not on the adobe boat but definitely gearing up fir that UBS conference and what Jamie miller has to say on $PYPL - the fact that theyre never optimistic is such a gut punch ๐คฃ"
X Link 2025-12-01T13:55Z [---] followers, [---] engagements
"Wow ๐ฎ imagine that $PYPL is used instead of all the Gofundme accounts if not only for the noble cause the brand image certainly is boosted โ
also guessing the PYUSD aids in this ๐๐ฝ Its #GivingTuesday Donate quickly & securely with PayPal we cover the fees so your full gift goes to the nonprofit. Together we can make a big impact: https://t.co/GWDPSeIGRj https://t.co/SNtlJ5YNG0 Its #GivingTuesday Donate quickly & securely with PayPal we cover the fees so your full gift goes to the nonprofit. Together we can make a big impact: https://t.co/GWDPSeIGRj https://t.co/SNtlJ5YNG0"
X Link 2025-12-02T14:09Z [---] followers, [---] engagements
"@mccdmatthew @acce Not reeeeaally 100% on this boat tbh - were comments negative Yes What do these comments allow the company to do in the short term Buy back a ๐ฉ load of stocks If they dont buy more than usual should we be concerned Yes otherwise just accumulate"
X Link 2025-12-03T17:23Z [---] followers, [--] engagements
"@Couch_Investor @acce Well be okay I feel like we are literally that one diamond mining meme"
X Link 2025-12-04T09:30Z [---] followers, [---] engagements
"$PYPL $PLTR $GRAB - how does this portfolio perform in 2026"
X Link 2025-12-05T15:45Z [---] followers, [----] engagements
"Whats this Another partnership with a company brokering [--] billion in GMV using $PYPL to provide agentic commerce to their customers https://finance.yahoo.com/news/logicbroker-announces-partnership-paypal-agentic-162300610.html https://finance.yahoo.com/news/logicbroker-announces-partnership-paypal-agentic-162300610.html"
X Link 2025-12-08T16:51Z [---] followers, [---] engagements
"Wait institutions bullish on paypal Value for money deeply undervalued $PYPL will we see a rerating https://finance.yahoo.com/news/judah-spinners-blackbird-financial-takes-150000197.html https://finance.yahoo.com/news/judah-spinners-blackbird-financial-takes-150000197.html"
X Link 2025-12-09T16:25Z [---] followers, [---] engagements
"@HolySmokas Undoubtedly $pypl - the execution and long term strategy is reeeeally being overlooked"
X Link 2025-12-09T20:35Z [---] followers, [---] engagements
"Given we now have ads launching in [----] - what does this or can this potentially mean for $PYPL PayPal Ads could be a multi-billion $ unlock heres why: [--] SMB digital ads = $600B+ TAM 30M+ SMBs globally Many dont run ads today due to complexity โ
PayPal simplifies this inside existing merchant accounts [--] Retail media growing 20%+ YoY Fastest-growing segment in digital advertising โ
Amazon proved the model ads now drive a huge % of profits PayPal brings this to independent websites (not marketplaces) [--] $23B ad revenue potential by [----] 202627: early platform ramp ๐202830: network effects +"
X Link 2025-12-09T22:27Z [---] followers, [---] engagements
"@Mr_Derivatives As a $PYPL shareholder I just love to see stocks go down ๐ญ"
X Link 2025-12-11T07:28Z [---] followers, [---] engagements
"$ORCL $PLTR $NVDA So I went to bed early seeing as how Im in Europe only to wake up to the world (stock market) burning ๐ - then I see all these hate tweets at Larry Ellison ๐ญ 1) was the @ORCL earnings call that bad 2) are there no positives to be taken or other plays/players that can profit from whatever it is that Oracle is doing wrong Happy Thursday ๐ฅฒ"
X Link 2025-12-11T07:33Z [---] followers, [---] engagements
"$PYPL Per @Reuters - positive news from excited to see what developments or announcements they bring out - one thing for sure is $PYPL execs are definitely not idling around"
X Link 2025-12-11T08:46Z [---] followers, [----] engagements
"$PYPL So we dont go up on the AI sentiment but we go down when its gets sour ๐๐๐"
X Link 2025-12-11T12:30Z [---] followers, [---] engagements
"@wallstengine It doesnt matter Nothing will save $PYPL ๐"
X Link 2025-12-11T12:31Z [---] followers, [---] engagements
"The rerating of $PYPL will be one of those why didnt I buy more scenarios in years to come But. we will have to wait (yes actually investing and not trading) ๐ฅChoose your catalyst: ๐ค AI agent checkout enablement ๐ฑAds business ๐ฐ Growing crypto player ๐ข Ridiculousness of stock buybacks Given we now have ads launching in [----] - what does this or can this potentially mean for $PYPL PayPal Ads could be a multi-billion $ unlock heres why: [--] SMB digital ads = $600B+ TAM 30M+ SMBs globally Many dont run ads today due to complexity โ
PayPal simplifies this Given we now have ads launching in [----] -"
X Link 2025-12-11T13:14Z [---] followers, [---] engagements
"@Mr_Derivatives How about a 60B market cap Company with over 30B in revenue"
X Link 2025-12-11T14:19Z [---] followers, [---] engagements
"$PYPL As per @DecryptMedia Creators are now able to get paid on YouTube wit PYUSD I mean hey 4% annual return + the option to get faster settlement within the PayPal ecosystem https://finance.yahoo.com/news/youtube-now-lets-us-creators-053731369.html https://finance.yahoo.com/news/youtube-now-lets-us-creators-053731369.html"
X Link 2025-12-12T07:41Z [---] followers, [---] engagements
"$PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do nothing but buyback shares at these prices and go up over time thats it thats the insurance Then the upside: @acce literally said that theyve renegotiated with merchants at more preferable terms and havent lost a single merchant - what does this mean - better margins better EPS literally a major reason we had the whole transition year From a moat point of view youre scared that the deeply integrated payment solution"
X Link 2025-12-12T19:36Z [---] followers, [---] engagements
"@SelfMadeMastery It is what $PYPL is a depreciating asset"
X Link 2025-12-13T18:54Z [---] followers, [--] engagements
"@mukund Much rather $PYPL buyback the stock than even issue any dividend"
X Link 2025-12-15T09:47Z [---] followers, [--] engagements
"$PYPL To the remaining shareholders ๐ ๐ซฑ๐ฟ๐ซฒ๐พ I think we need to ask ourselves why would you want the stock price to go up in the short term if its only to boost your YTD then I think you might have a traders mentality If the company can buyback more shares at cheap prices honestly why would you care If the company is executing why do you care about sentiment Do you really think theres a wild scenario where the company will be doing [---] EPS years from now and trade at a [--] P/E ratio if the company really does execute and the partnerships bring value in revenue and higher margins why would"
X Link 2025-12-15T09:57Z [---] followers, [---] engagements
"$PYPL The markets ignored: Crypto BNPL Venmo Agentic commerce ads business The catalyst the market really wanted was banking Can someone please drop that Drake meme in the comments"
X Link 2025-12-16T12:37Z [---] followers, [----] engagements
"@mccdmatthew [--] million shares"
X Link 2025-12-19T21:53Z [---] followers, [--] engagements
"Why are you in $PYPL This is why:"
X Link 2025-12-19T22:12Z [---] followers, [---] engagements
"This is big big for $GRAB BREAKING $GRAB acquired AI Robotic Infermove๐ Grab stated that Infermove's robotics solutions will complement its existing first- and last-mile delivery network potentially enabling more efficient and automated delivery processes (using AI-powered robots for short-distance or https://t.co/x0Zg9WTYcM BREAKING $GRAB acquired AI Robotic Infermove๐ Grab stated that Infermove's robotics solutions will complement its existing first- and last-mile delivery network potentially enabling more efficient and automated delivery processes (using AI-powered robots for"
X Link 2025-12-21T05:37Z [---] followers, [---] engagements
"$PYPL x $ETH Not a coin guy but his is good right BULLISH: PayPal now uses Ethereum payments https://t.co/w3K3EHRAqt BULLISH: PayPal now uses Ethereum payments https://t.co/w3K3EHRAqt"
X Link 2025-12-24T14:02Z [---] followers, [---] engagements
"$PYPL If you have a higher attention span than the average doom scroller then you might be well off doing some DD on PayPal at these insanely cheap valuations $PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do nothing but buyback shares at these prices and go up over time thats it thats the $PYPL Be greedy when others are fearful literally is the scenario we find ourselves in right now I sometimes wonder why people are selling & panicking I mean the company could do"
X Link 2025-12-27T00:22Z [---] followers, [----] engagements
"@amitisinvesting @JuanRodrig07 If he cant get you bullish on $PYPL no one can ๐คฃ - I just hope hell be as right there as he was on $HOOD"
X Link 2025-12-30T02:41Z [---] followers, [---] engagements
"Retail is dumping heavily on @acce and $PYPL and with good reason the stock really hasnt performed this year That being said buybacks will be the signal - if there are accelerated buybacks then we can expect a banging [----] If buybacks are low theres no way retail holds on will i sell either way Nope like absolutely no chance Ive built out my position and I love what I see in terms of new innovations around ads and A2A commerce crypto is a dark horse. Even if there werent buybacks like crazy Id still like my position sizing. Do what you want with yours but Id rather have a decent PayPal sizing"
X Link 2026-01-01T01:22Z [---] followers, [---] engagements
"$PYPL I would buy this company right now even if it was overvalued based only on the ads business opportunity If a startup which was overvalued had this much data on consumers and was able to hire the best in class CMO to Build out there ads business Id be first in-line to buy this But wait theres more youre actually buying a profitable company that Is growing revenue fixing margins innovating in crypto and agentic commerce while also buying back shares $PYPL The emerging ads business looks very promising I just watched recent YouTube interviews with PayPal ads chief Dr. Mark Grether most"
X Link 2026-01-05T13:53Z [---] followers, [----] engagements
"$PYPL Celebrating $60 ๐ฅณ Opinion post - pure speculation Was there mass tax loss harvesting into the end of last year - highly likely Are fund managers considering $PYPL as an out performer despite the downgrades - likely Will CES conference be the catalyst weve been waiting on - I hope so Down 30% since last year and Im happy I quadrupled my position size in [----] To each their own - happy Monday ๐ฅธ https://twitter.com/i/web/status/2008225145802858526 https://twitter.com/i/web/status/2008225145802858526"
X Link 2026-01-05T17:12Z [---] followers, [----] engagements
"@ExampleInvest11 ๐ญ let me live inside my bubble"
X Link 2026-01-05T19:03Z [---] followers, [--] engagements
"$PYPL is tanking because If the answer is the whole market is tanking then technically it should go up the next time as well right Right"
X Link 2026-01-07T15:22Z [---] followers, [----] engagements
"$PYPL All that I really got from the Grether interview at CES is that LLMs are where consumers start their journey and that by enabling payments within LLMs PayPal can essentially win big this year Now imagine a world where PayPal would integrate with a Gemini or ChatGPT Oh wait thats right ๐ The stock trading at an [--] P/E ratio is about to enable payment solutions with the biggest LLM models out there ๐คฃ https://twitter.com/i/web/status/2009045884927959466 https://twitter.com/i/web/status/2009045884927959466"
X Link 2026-01-07T23:33Z [---] followers, [----] engagements
"$PYPL What should be the P/E multiple given to a business that gives you the best in class advertising data across 30% of the worlds online e-commerce Sure as hell not [--] is all I have to say ๐"
X Link 2026-01-08T13:30Z [---] followers, [----] engagements
"@CooperCapitaI The amazing part about high margin revenue streams is youll see bottom line impact pretty quickly- and do remember there were countless partnerships announced last year with major retailers"
X Link 2026-01-08T15:14Z [---] followers, [---] engagements
"Lets also ignore this Mr market ๐ Im slowly becoming the biggest fan of @acce - because you cannot ignore what the team is doing - you can only execute and holy I think they really are. I also think we might be gearing up for that we will shock the world moment - he might have only just been [--] years early with the statement ๐๐ฝ๐ Were teaming up with @Microsoft to power their launch of Copilot Checkout making it easier for shoppers to discover decide and complete purchases in one place: https://t.co/1SaAEiKram https://t.co/sFTSErxs45 Were teaming up with @Microsoft to power their launch of"
X Link 2026-01-08T15:19Z [---] followers, [---] engagements
"$PYPL Bears: the stock hasnt gone anywhere Bulls: Share repurchases ads agentic commerce fastlane PayPal world crypto What is undeniably true: the stock hasnt gone anywhere but down or flat. Sentiment is in the gutter. Management is slingshot the right things outside of communicating with investors. But hear my hot take - I much rather management manage make deals buyback stock without communicating anything because this means this they are making leaps and bounds in terms of value for money and EPS in the long run. That buying said If they arent buying back aggressively then Ill be one upset"
X Link 2026-01-10T23:41Z [---] followers, 12.4K engagements
"@investingbyGenZ Best thing for investors traders not so much"
X Link 2026-01-11T13:10Z [---] followers, [---] engagements
"@weary_centurion ๐คฃ might have to go back all in on this pain ๐"
X Link 2026-01-11T16:26Z [---] followers, [---] engagements
"@itsDanfi Ive actually sold a decent amount of $PLTR for $PYPL ๐
"
X Link 2026-01-11T19:19Z [---] followers, [---] engagements
"@FindleysFinance Theyve fixed their core business and now theyre innovating and forming partnerships like its nobodies business"
X Link 2026-01-11T20:10Z [---] followers, [---] engagements
"@Kev_Capital_TA If momentum and narrative are the only issue but the numbers come through Im okay right Just have to give these time ๐"
X Link 2026-01-12T08:15Z [---] followers, [---] engagements
"@sundarpichai Lets just forget $PYPL ๐"
X Link 2026-01-12T08:55Z [---] followers, [--] engagements
"$PYPL They are absolutely in the best possible situation to win big from here on out This is why I have such a heavy conviction in @acce He is doing what he can and though the communication might be lacking (for good reason) the team are executing beyond a shadow of a doubt Mizuho says Trumps Truth Social push for a one year 10% cap on credit card APRs could have major positive ramifications for BNPL and personal-loan players like $AFRM $UPST $SOFI $XYZ and $PYPL. Their logic is that if banks respond by tightening credit to lower FICO https://t.co/rTuHxgYTu0 Mizuho says Trumps Truth Social"
X Link 2026-01-12T10:45Z [---] followers, [----] engagements
"@weary_centurion There is always a bottom did we finally reach it Couldnt tell you for the life of me but at some point all these institutions will also want to make money and Im sure their thinking overvalued meme or way undervalued value ๐คฃ"
X Link 2026-01-12T10:58Z [---] followers, [---] engagements
"@StockSavvyShay This + the market for once isnt unnecessarily punishing $PYPL"
X Link 2026-01-12T11:20Z [---] followers, [---] engagements
"$PYPL New $MSFT + $GOOG partnership BNPL Upside from trump tweet Does the market care ๐คฃ absolutely not"
X Link 2026-01-12T14:40Z [---] followers, [---] engagements
"@Stonefoxcapital ๐คฃ absolutely insane the multiples its trading at"
X Link 2026-01-12T15:27Z [---] followers, [--] engagements
"What is your $PYPL position +50k +25k 10k +10k +50k +25k 10k +10k"
X Link 2026-01-12T16:29Z [---] followers, [----] engagements
"$PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company that has fixed their core business and has now pivoted towards higher margin areas. Yes there is competition in the sector but theyve renewed merchant deals with brain tree at more favorable terms and havent lost a merchant Then theres: โ
The fact that margins on ads can be 70-80% โ
The Omni Channel role out with debit cards in Germany โ
The crypto stable coin 4x growth in [----] โ
PayPal world role out with focus on Africa China and the Uk โ
Literally being the LLM enabler for merchants"
X Link 2026-01-13T08:47Z [---] followers, 17.9K engagements
"$PYPL Is it me or is fintwit slowly becoming bullish towards PayPal ๐"
X Link 2026-01-14T09:59Z [---] followers, 11K engagements
"$GRAB not going to lie grab at these prices looks very very interesting [----] expected numbers arent bad for a fwd P/E of 46"
X Link 2026-01-14T21:28Z [---] followers, [---] engagements
"@pparikh_ @grok help me answer"
X Link 2026-01-15T08:00Z [---] followers, [--] engagements
"$ZETA $PYPL As Im developing as an investor I really dont like to bet on companies which fight the moat of another company in my portfolio ๐คท๐ฝโ $ZETA I understand does digital advertising with AI and is growing - but then I cant help to think this eventually clashes with $PYPL ads for merchants and the transaction graph Now Im not saying that the one is better than the other but I much rather buy anything else than a (in)direct competitor. Any thoughts https://twitter.com/i/web/status/2011808318990258661 https://twitter.com/i/web/status/2011808318990258661"
X Link 2026-01-15T14:30Z [---] followers, [---] engagements
"Same ideology as to why Im holding and why Ive quadrupled my sizing late [----] Well written. The only thing Ill add onto is buybacks. I want to see more than 1.5b in buybacks more than anything else or what else they plan to do in terms of investments if not buyback the crap out of the stock"
X Link 2026-01-16T10:26Z [---] followers, [---] engagements
"@DeepValueAlex Ive halved my position last year purely on valuation and other opportunities. Will it he great long long term yes but will a $PYPL Be better Thats my real issue"
X Link 2026-01-16T16:19Z [---] followers, [--] engagements
"$PYPL I think the fact that we are doing a lot (ads crypto bnpl) of things distracts people from the fact that they have fixed the core business. ๐ Management has fixed transaction margins. ๐ Dont forget the TPV being changed by even 1% has a massive impact on profitability Yes branded has slowed but should you really care if they have now partnered with the future of commerce by being on every LLM operator https://twitter.com/i/web/status/2012489150180597780 https://twitter.com/i/web/status/2012489150180597780"
X Link 2026-01-17T11:36Z [---] followers, [----] engagements
"@bachor007 @weary_centurion @ejpatriots @grok hep us out here"
X Link 2026-01-17T11:48Z [---] followers, [--] engagements
"@RKmaruvada Not really the biggest point is they literally only have to improve the core business"
X Link 2026-01-18T11:23Z [---] followers, [--] engagements
"@amitisinvesting $PYPL"
X Link 2026-01-19T14:49Z [---] followers, 11.1K engagements
"$PYPL As per @BusinessWire PayPal expanding its wallet reach by integrating digital gift cards from major online retailer the largest U.S. gift card platform offering hundreds of brands and personalized e-gifts. 5% cashback and broader everyday spend options this boosts engagement and keeps users returning to PayPals wallet experience. Will the market care http://Giftcards.com http://Giftcards.com http://Giftcards.com http://Giftcards.com"
X Link 2026-01-20T13:39Z [---] followers, [----] engagements
"$PYPL Random question in the spirit of ecosystems and flywheels how likely is it that we see PayPal play in the brokerage space I mean their Ux from what Im gathering is top tier + it just seems like a possible future growth area. Could be way out of pocket or impossible from a regulatory standpoint ๐คท๐ฝโ https://twitter.com/i/web/status/2013637316137324618 https://twitter.com/i/web/status/2013637316137324618"
X Link 2026-01-20T15:38Z [---] followers, [---] engagements
"@DividendDynasty Bought [---] shares of $GRAB ๐โ
"
X Link 2026-01-22T09:43Z [---] followers, [---] engagements
"@Mr_Derivatives $PYPL about to be the same thing at [---] ๐"
X Link 2026-01-22T14:54Z [---] followers, [---] engagements
"$PYPL Im not a crypto bro but I do get the necessity and upside to blockchain tech. But I have been thinking about the new stable partnership announced today by @PayPal and @stable But imagine this PayPal processes $1.51.7T in annual TPV: At that scale settlement efficiency matters more than headline growth & I think this goes missing a lot of the time. Stablecoins let PayPal quietly reroute payments off card & bank rails without changing the checkout experience. โ
How PayPal uses crypto: Crypto runs in the background as a settlement rail Merchants still see USD Users still tap Pay with"
X Link 2026-01-23T23:16Z [---] followers, [---] engagements
"$pypl Positives if anything at all BNPL pay in [--] interest rate free payments Physical cards in Germany not affected by this and still growing"
X Link 2026-01-10T12:36Z [---] followers, [----] engagements
"$PYPL Valuation wise Ive said all I could ๐ I dont normally do calls but if we break [--] I feel like my hand will be forced ๐ญ"
X Link 2026-01-20T13:05Z [---] followers, [---] engagements
"$PYPL Should I buy the dip when sentiment is in the gutter I was here before with $OPEN I was here before with $PLTR Difference between the two is one is a meme and one was a top tier software company. Now when you compare both those companies to PayPal what is the difference Essentially Palantir has always been expensive but what did they do They executed and grew into the multiple. PayPal is a whole different case. You have a mature business that is expected to decline because of competition hence the thesis is cheap. The interesting thing is they dont have to grow one bit for it to be"
X Link 2026-01-21T10:09Z [---] followers, [----] engagements
"$PYPL Have we seen the bottom Absolutely Pain will return Absolutely Pain will return"
X Link 2026-01-22T07:23Z [---] followers, [---] engagements
"$PYPL Could I have went all in yes Did I Absolutely not. ๐ฅฒ The very simple reason was basic risk Management despite how right I think I might be I still might be wrong ๐คท๐ฝโ That being said a were green [--] days in a row ๐ฅณ $PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company that has fixed their core business and has now pivoted towards higher margin areas. Yes there is competition in the sector but theyve renewed merchant deals $PYPL So close to going all in from here why Its not just that were cheap it really isnt. You have a company"
X Link 2026-01-22T15:05Z [---] followers, [----] engagements
"@Djoko_UTD All he has to do now is add it in his shorts/underwear then what"
X Link 2026-01-25T13:49Z [---] followers, 147.5K engagements
"$PYPL NANCY SELLING HAS TO BE THE BOTTOM RIGHT"
X Link 2026-01-27T13:02Z [---] followers, [---] engagements
"I see this then there was the Middle East deal yesterday and think: I) either we (the $PYPL community) are really wrong and the analyst community who is touting branded checkout are geniuses. Or 2) The analyst community are just absolutely wrong on the story and retailers have a real opportunity to make substantial gains by buying at these ridiculously atrocious level $PYPL Paga partners with PayPal to enable cross-border payments for Nigerian users The partnership opens new opportunities for Nigerian freelancers entrepreneurs and merchants who can now tap into PayPals global network of more"
X Link 2026-01-27T18:17Z [---] followers, [----] engagements
"@steady_profits I think the upside is a lot higher than 70-80 and that theres so much efficiency gains + higher margins that can bring us up a lot higher going fwd"
X Link 2026-01-28T08:45Z [---] followers, [--] engagements
"@Kross_Roads Ive been a fan for the longest & though Ive formed my own opinion - Ive realized that your trending towards selling out hugely due to lack of communication (which I toooootally get) but do you really think they will underperform from here Here being $54"
X Link 2026-01-28T20:31Z [---] followers, [---] engagements
"@samsolid57 Sell off $PYPL let become a major shareholder and then pay me in dividends when valuation matters ๐คฃ"
X Link 2026-01-29T12:53Z [---] followers, [---] engagements
"$PYPL Into the abyss ๐คฃ I have calls at [--] hear me out though. Ive been struggling with going all in for a minute (since $55) If we do go to $45 and theres good earnings and guidance then Im going to either have to apologize to my future self then and there most likely ๐
"
X Link 2026-01-29T14:51Z [---] followers, [---] engagements
"@DividendDynasty Alex Chris has literally said that we are no longer trying to solve checkout I really do think we bet on the right horse ๐๐ฝ"
X Link 2026-01-29T15:21Z [---] followers, [---] engagements
"I get it when the market sells off and things that were at highs or had a major run sell off like: $AEHR $RR $FIGR or even $PLTR But why in the world are the sold off stocks like $ADBE $ORCL $GRAB $PYPL whove seen no momentum get schmacked as well"
X Link 2026-01-30T07:53Z [---] followers, [---] engagements
"@em013L More importantly are you doing a $PYPL earnings call ๐คฃ"
X Link 2026-01-30T08:33Z [---] followers, [---] engagements
"@arnaudprophecy I did call warrants at [--] - essentially you say cant go lower than x price and your given a multiple based on how far away the price is from your warrants strike"
X Link 2026-01-30T11:45Z [---] followers, [---] engagements
"@BrixtonInvesta Growth potential"
X Link 2026-01-30T11:47Z [---] followers, [--] engagements
"If $SOFI can get Schmacked after delivering amazing numbers and guidance then Fintech is just not where it should be ๐
"
X Link 2026-01-30T15:00Z [---] followers, [---] engagements
"@JuanRodrig07 [--] and we just might go all in if the earnings report is good"
X Link 2026-01-30T17:13Z [---] followers, [---] engagements
"Good little read Branded checkout is the sentiment driver and fur those who pay deeper attention to what management is saying and doing - this is our alpha ๐๐ฝโ
New Article on $PYPL New Article on $PYPL"
X Link 2026-01-30T17:15Z [---] followers, [---] engagements
"$PYPL as per @Reuters Note: PayPal is still priced for failure while buying back shares . Partnering with NEOPAY today is yet another example of the team just continuing to execute. The short story is that Merchants can now accept PayPal payments for cross order transactions which gives them access to a high margin fast growing consumer base. https://twitter.com/i/web/status/2015719431595262358 https://twitter.com/i/web/status/2015719431595262358"
X Link 2026-01-26T09:32Z [---] followers, [----] engagements
"Bought another [---] $PYPL Only thing I havent sold is my liver at this point Lets see how wrong I am come next Tuesday ๐คฃ"
X Link 2026-01-27T20:55Z [---] followers, 10.7K engagements
"$PYPL Just by the way this is why I dont care if management is tweeting or not. Heres a list of partnerships between $90 and $55 ๐ฆ H1 [----] Core Payments & Infrastructure ๐ JPMorgan Payments Feb [----] Enterprise payment processing and bank-grade settlement rails; strengthens PayPals large-merchant and institutional stack. ๐ Global Payments Feb [----] Expands omnichannel acceptance and merchant reach across global POS networks. ๐ Verifone Mar [----] Deepens in-store POS integration bridging offline online checkout flows. Mastercard (Expanded Network) ๐ Apr [----] Enhanced tokenization routing and"
X Link 2026-01-28T14:06Z [---] followers, 23.5K engagements
"If $V and $MA both beat $PYPL has said theyre well within guidance in November Do we think they still miss. the price action and analyst downgrades expect vs as much Here are how the previous expectations vs actual results lined up by the way ๐
"
X Link 2026-01-30T09:19Z [---] followers, [----] engagements
"$PYPL I still stand by this Ads can be an extremely big boost. I think the insight that PayPal has to offer is truly of the highest quality ๐ if you know what people buy not just what sights they view or trash cookies they click on but what they actually buy then thats as good as data gets. ๐ Pair this with the transaction graph that can show you how well your various ad campaigns are doing and where to focus spend why would you not opt for this. If you see 30% of the worlds commerce thats a whole lot of data and guess what Ad margins are a lot higher than transaction margins ๐ ๐ผ Bonus:"
X Link 2026-01-31T22:34Z [---] followers, [----] engagements
"$PYPL With people saying they will sell and be critical of management I totally get it and yes very valid points 95% of the time. Me personally ๐๐
I will not sell [--] damn share outside of damning results tomorrow No institutional selling or narrative driving is going to get me to jump ship ๐๐ฝ๐ My thoughts behind slow executions: One thing that needs to be understood is that the execution is slow not solely because of PayPal but because removing old custom integrations for payments is a lengthy [--] sided job. Working with integrations myself has shown me that the client (in this case"
X Link 2026-02-02T13:55Z [---] followers, 10.9K engagements
"Personally hes executing on all fronts outside of narrative ๐คท๐ฝโ Could communication be better Yes Would I want revenue and growth at all costs Absolutely not. The groundwork has been done and he needs to be focusing on the positives but outside of this I really like the work done by @acce"
X Link 2026-02-02T14:22Z [---] followers, [---] engagements
"@sachinvats @acce Revenue growth youre absolutely right but this comes as a result of transitioning from a lot of unprofitable deals which didnt make much sense I.e. the Amazon deal"
X Link 2026-02-02T14:29Z [---] followers, [---] engagements
"$PYPL & $PLTR Now firstly I do not normally do the whole options thing unless its very appealing. How I like to play them is very simple. You have an undervalued/oversold company that you assume can have near term catalysts and you try and play them safe in respective to their short term technicals. Two plays I have open: $PLTR $119 call turbo warrants $PYPL $45 call turbo warrants Now these work in the way that if your strike is hit they evaporate and of course the further away the strike the lower the leverage. Lets see how these play out going into earnings ๐๐ฝ"
X Link 2026-02-02T16:14Z [---] followers, [---] engagements
"$PLTR Lets goo ๐ฟ Year [--] of watching these guys @em013L @arny_trezzi @amitisinvesting"
X Link 2026-02-02T20:57Z [---] followers, [---] engagements
"@AIStockSavvy They have the same price target for $PLTR as others have on $PYPL ๐๐๐"
X Link 2026-02-02T21:57Z [---] followers, [---] engagements
"$PYPL to all my bag holders its been a rough one ๐ซ If you feel like selling that really is fair enough Personally I wont sell on a -17% day I did speak to slow execution in the below post I am honestly considering to buy more But to each their own. What is bound to happen is execution. When they do execute then what $PYPL With people saying they will sell and be critical of management I totally get it and yes very valid points 95% of the time. Me personally ๐๐
I will not sell [--] damn share outside of damning results tomorrow No institutional selling or narrative driving is going to $PYPL"
X Link 2026-02-03T13:44Z [---] followers, [---] engagements
"Rebalancing day ๐ฎ๐จ I need to say thanks to PayPal for at least dumping on a day when everything else has been dumping as well Ive sold all $PYPL Bought 50% more $GRAB - self explanatory Added $SOFI - bee wanting to forever and they sold off on fantastic earrings ๐คฃ Ive liked $ZETA and love the compelling valuation Bought $AEHR as my spec position and chip exposure What a Tuesday ๐คฃ https://twitter.com/i/web/status/2018752395854094573 https://twitter.com/i/web/status/2018752395854094573"
X Link 2026-02-03T18:24Z [---] followers, [----] engagements
"@SelfMadeMastery Right there with you ๐ญ I sold a lot of my $PLTR for $PYPL and have been punished at every turn since"
X Link 2026-02-03T21:20Z [---] followers, [---] engagements
"$GRAB Deals over the last year for us. We saw $PYPL have a similar chart but the question is are these meaningful and can $GRAB execute at a much better rate Share price 1Y = -5.95% $GRAB Hello to my newest largest position bought 50% more $GRAB recently and its now 38% of the portfolio General thoughts around X sentiment One thing I absolutely hate to see on here when you type in a stock ticker is pure technicals showing the bottom not the worst thing $GRAB Hello to my newest largest position bought 50% more $GRAB recently and its now 38% of the portfolio General thoughts around X sentiment"
X Link 2026-02-04T10:32Z [---] followers, [---] engagements
"@GabGrowth $GRAB full send ๐คฃ๐ซถ๐ฝ"
X Link 2026-02-04T15:27Z [---] followers, [---] engagements
"@Julian_Trades1 @TheLongInvest Brother - consider $PLTR at some Point even if you say its [---] or [--] or [--] the margins they have is ridiculous they will be a 1T dollar company at some point - what they do cant be replicated and the TAM they have is outrageous"
X Link 2026-02-05T08:37Z [---] followers, [--] engagements
"$PLTR $GRAB $ZETA $AEHR Looks like $PLTR is saying f this sell off shit Will it turn around in the open market or is this a pump fake"
X Link 2026-02-06T09:42Z [---] followers, [---] engagements
"@StockSavvyShay Started a position on the recent turmoil - very high chance of rerating if theyre hyper scaler is $GOOG"
X Link 2026-02-07T22:17Z [---] followers, [---] engagements
"$AEHR $PYPL Happy Sunday boys and girls With all the turmoil in the market remember that it only makes sense to buy assets you understand. ๐ That doesnt mean you cant learn If you dont understand a businesses model and moat youll never know when to get in or out. That being said Ive listened to the $AEHR Needham conference [--] times during my gym session and Im incredibly optimistic. The fact that I made a mistake with $PYPL and being largely overweight with what I thought was an amazing turnaround story isnt going to stop me from being optimistic and all of a sudden start investing solely in"
X Link 2026-02-08T13:50Z [---] followers, [---] engagements
"So essentially $OSCR ๐ฉ the ๐ or is there more to the story $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG"
X Link 2026-02-10T12:01Z [---] followers, [---] engagements
"$GRAB So we are selling off an undervalued super app in the fastest growing region of the world. Not only have they shown proof of concept and are becoming a steady compounder for the foreseeable future but they are also fearlessly innovating in AI Robotics and fintech. If this isnt want you want to see from a company youre invested in then I dont know what to tell you ๐
https://twitter.com/i/web/status/2022382376207176010 https://twitter.com/i/web/status/2022382376207176010"
X Link 2026-02-13T18:48Z [---] followers, [----] engagements
"$PYPL The stock is already 40% of my portfolio but prices continue to get more and more attractive ๐
Do I add more going into [----] or do I diversify My other two major holdings are $PLTR which has done nothing but wonders (bought at [-----] avg) and $GRAB (bought at 4.80) which had had a sideways year last year as well https://twitter.com/i/web/status/2010386356694860109 https://twitter.com/i/web/status/2010386356694860109"
X Link 2026-01-11T16:20Z [---] followers, [----] engagements
"$AEHR And just like that we sell off below $30 I got out of $ZETA because $AEHR is just a ridiculous buy for me here ๐ซถ๐ฝ"
X Link 2026-02-12T15:06Z [---] followers, [---] engagements
"@MikeLongTerm Just say $GRAB bro ๐คฃ๐ซถ๐ฝ"
X Link 2026-02-13T13:10Z [---] followers, [---] engagements
"$PYPL We are also out ๐ช I say this knowing theres likely a reversal just because of being oversold however just like many investors I hate being lied to. I Reserved the I will not sell outside of damming earnings Brothers (and sisters) we got those damning earnings ๐ช + a major reason for my belief came with the ceo @acce held for [--] years bought the dips and got disappointed. Personally I really believed in @acce know he tried his best yet the board and in term the market didnt give him time and execution + communication was ultimately ๐ฉ You live and you learn. Updated graphic incoming ๐คฃโค"
X Link 2026-02-03T17:58Z [---] followers, [----] engagements
"YTD -29% Will the portfolio ever recover I guess thats what I get for being overweight $PYPL going into the year ๐๐ฝ๐ฅณ Though $GRAB and $PLTR Havent been champions either ๐ I think the fact this this is my 4th or so time experiencing this I know well be fine and this is just a part of it but I am allowed to cry a little on the inside ๐ Anyone up drastically YTD https://twitter.com/i/web/status/2019519152621293657 https://twitter.com/i/web/status/2019519152621293657"
X Link 2026-02-05T21:11Z [---] followers, [---] engagements
"About to hideout and be safe in $COST Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings"
X Link 2026-02-06T07:57Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::LincolnCarter0