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[@TheMiniCapital](/creator/twitter/TheMiniCapital)
"$PATH is now battling the 200-Week MA at $XX. I'm already up 40%+ on this one in X weeks. Wallstreetbets have now found this one and might make it the new meme. I will hold for now as I think it is not overvalued yet. But I'm not adding at this levels due to the lower margin of safety. Things could get crazy on this one"  
[X Link](https://x.com/TheMiniCapital/status/1976282865798160611) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-09T13:45Z XXX followers, XXX engagements


"Correction now up XX% on $PATH. It's gaining a lot of attention on X and reddit. Not selling yet. This is still a small blip in the X year chart"  
[X Link](https://x.com/TheMiniCapital/status/1976368787403440252) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-09T19:26Z XXX followers, XXX engagements


"The core business is a beast. $STZ holds perpetual U.S. rights to premium beer brands like Modelo and Corona giving it a powerful defensible moat. The Hispanic demographic is a massive long-term growth driver that's often overlooked"  
[X Link](https://x.com/TheMiniCapital/status/1971257782851809474) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-09-25T16:57Z XXX followers, XXX engagements


"$PATH recognised again in the AI field by Gartner"  
[X Link](https://x.com/TheMiniCapital/status/1976379494840897543) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-09T20:09Z XXX followers, 1927 engagements


"@rdizzle6957253 @benbonning @ragingbullcap The $550M convert activity helped lift the price but you're right it does not explain the massive volume alone. The volume is likely caused by Wall Street machines trading back and forth all day making the number look much bigger than the actual buying"  
[X Link](https://x.com/TheMiniCapital/status/1980734974333432166) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-21T20:36Z XXX followers, XX engagements


"My two cents: $ADYEN is winning on enterprise infrastructure. $FOUR is winning on BNPL. At the moment. $PYPL is playing a different game. It runs a two-sided ecosystem of hundreds of millions of consumers and millions of merchants. That scale creates a data moat where every transaction sharpens its BNPL fraud checkout tools etc. More consumers attract more merchants more merchants attract more consumers. It isnt just a payments processor its a global network where both sides reinforce each other. And as agentic commerce emerges where AI makes purchases on behalf of users PayPal is uniquely"  
[X Link](https://x.com/TheMiniCapital/status/1973008650613469430) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-09-30T12:54Z XXX followers, 1650 engagements


"@EquityBrian Here's a good example on the kind of advantages $PYPL has on an AI commerce world that $ADYEN and $FOUR can't easily replicate:"  
[X Link](https://x.com/TheMiniCapital/status/1973024122549756242) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-09-30T13:56Z XXX followers, XXX engagements


"Update on my large cap stocks: $PYPL same position $UNH same position $STZ same position $NVO new position at $XX $PFE new position at $XX Update on my small/mid cap stocks: $OSCR same position $ZETA same position $PATH new position at $12"  
[X Link](https://x.com/TheMiniCapital/status/1980319424126304752) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-20T17:05Z XXX followers, XXX engagements


"@benbonning @ragingbullcap $SNAP volume up in September likely because of this:"  
[X Link](https://x.com/TheMiniCapital/status/1980695417626251467) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-21T17:59Z XXX followers, XXX engagements


"I agree with you both. $SNAP has 469M daily users and a $13B market cap. Thats roughly $XX per user. Chat GPT tells me that past platform buyouts were priced far higher: WhatsApp: $42/user LinkedIn: $60/user Twitter: $180/user To me it feels extremely cheap for a platform with this kind of reach and a young global audience. A takeover would cost a lot more than the current price"  
[X Link](https://x.com/TheMiniCapital/status/1980740811315630446) [@TheMiniCapital](/creator/x/TheMiniCapital) 2025-10-21T20:59Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TheMiniCapital "$PATH is now battling the 200-Week MA at $XX. I'm already up 40%+ on this one in X weeks. Wallstreetbets have now found this one and might make it the new meme. I will hold for now as I think it is not overvalued yet. But I'm not adding at this levels due to the lower margin of safety. Things could get crazy on this one"
X Link @TheMiniCapital 2025-10-09T13:45Z XXX followers, XXX engagements

"Correction now up XX% on $PATH. It's gaining a lot of attention on X and reddit. Not selling yet. This is still a small blip in the X year chart"
X Link @TheMiniCapital 2025-10-09T19:26Z XXX followers, XXX engagements

"The core business is a beast. $STZ holds perpetual U.S. rights to premium beer brands like Modelo and Corona giving it a powerful defensible moat. The Hispanic demographic is a massive long-term growth driver that's often overlooked"
X Link @TheMiniCapital 2025-09-25T16:57Z XXX followers, XXX engagements

"$PATH recognised again in the AI field by Gartner"
X Link @TheMiniCapital 2025-10-09T20:09Z XXX followers, 1927 engagements

"@rdizzle6957253 @benbonning @ragingbullcap The $550M convert activity helped lift the price but you're right it does not explain the massive volume alone. The volume is likely caused by Wall Street machines trading back and forth all day making the number look much bigger than the actual buying"
X Link @TheMiniCapital 2025-10-21T20:36Z XXX followers, XX engagements

"My two cents: $ADYEN is winning on enterprise infrastructure. $FOUR is winning on BNPL. At the moment. $PYPL is playing a different game. It runs a two-sided ecosystem of hundreds of millions of consumers and millions of merchants. That scale creates a data moat where every transaction sharpens its BNPL fraud checkout tools etc. More consumers attract more merchants more merchants attract more consumers. It isnt just a payments processor its a global network where both sides reinforce each other. And as agentic commerce emerges where AI makes purchases on behalf of users PayPal is uniquely"
X Link @TheMiniCapital 2025-09-30T12:54Z XXX followers, 1650 engagements

"@EquityBrian Here's a good example on the kind of advantages $PYPL has on an AI commerce world that $ADYEN and $FOUR can't easily replicate:"
X Link @TheMiniCapital 2025-09-30T13:56Z XXX followers, XXX engagements

"Update on my large cap stocks: $PYPL same position $UNH same position $STZ same position $NVO new position at $XX $PFE new position at $XX Update on my small/mid cap stocks: $OSCR same position $ZETA same position $PATH new position at $12"
X Link @TheMiniCapital 2025-10-20T17:05Z XXX followers, XXX engagements

"@benbonning @ragingbullcap $SNAP volume up in September likely because of this:"
X Link @TheMiniCapital 2025-10-21T17:59Z XXX followers, XXX engagements

"I agree with you both. $SNAP has 469M daily users and a $13B market cap. Thats roughly $XX per user. Chat GPT tells me that past platform buyouts were priced far higher: WhatsApp: $42/user LinkedIn: $60/user Twitter: $180/user To me it feels extremely cheap for a platform with this kind of reach and a young global audience. A takeover would cost a lot more than the current price"
X Link @TheMiniCapital 2025-10-21T20:59Z XXX followers, XXX engagements

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/creator/twitter::1582132522812588070/posts