PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

PYPL (gonna be acquired)

nah I am just trolling, peak euphoria moment
I didn't buy any calls/puts the past 2days, just stayed out, but the price action has been so much fun
I am chilling with PYPL calls which funnily enough is one of the few green tickers today

I bought a call like 30min ago cuz it was obvious pump and I am out already
I like to believe I saved the market as I stopped buying (- a permabull)

$FIG, $DUOL and $PYPL is all you need. 

two dogs in my port lately too, it was nice to see that. also lol'd at PYPL being green today although i'm in that one but its a #1 dog stock

I didn't buy QQQ, I have PYPL calls LMAO
And yesterday I was about to buy MSFT/software stonks, probably doing that into close 🚀🚀🚀

I agree, there are times when you should just step up to the plate and put in your buy orders. April 2025 was the most recent example.
When the entire market is in a panic, great stocks are being sold off for no good reason. Then, there are great opportunities to pick up stocks on sale.
It doesn't matter if we are confident in a stock's value if the market disagrees for long stretches of time. PYPL investors were screaming "value" all the way down. They made very rational arguments for why PYPL was "undervalued" when it was trading 2X, even 3X where it is today.
PYPL is never going to come back. Many other stocks are in the same boat. We have no way to know whether our confidence in a stock will lead to higher stock prices. Sticking to our guns when the market is against us is how bag holders are born.
On the other hand, stocks like CRM, NOW, CRWD, DDOG and others in the software sector that have been beaten down for no good reason are ones to watch. But even though I believe these stocks are good values here, I'm not rushing to buy. I'm waiting for the market to resume an uptrend so that probabilities favor higher prices.
It's about managing risk.

$PYPL bull case that the market is missing

i don’t think 55% over 10 yrs is insane (it’s not like 20%/yr lol) but PYPL DCFs usually break in 3 spots: WACC assumptions, terminal value doing all the work, and FCF quality (SBC esp).
i’d literally just stress test 9/11/13% discount rate + check what % of the value is terminal. if terminal is like most of it, then the $91 is basically “PYPL is fine forever” in disguise.
also…did the calc subtract SBC? cuz that alone can swing it a lot. what discount rate + terminal growth did your tool assume?

Look at you go PYPL 📈

chilling with PYPL calls

# Today is Tuesday, the 3rd of March
## Upcoming events for Tuesday, March 3rd
- Stock splits:
- MRDN @ **1:12**
- Expected earnings:
ACEL, ACNT, ADIL, ADV, AMLX, ANTA, ARCT, AVAV, AZO, BBY, BCYC, BGS, BIOX, BNRG, BOX, BRCB, BWLP, CAPS, CPIX, CPSS, CRCT, CRWD, CVEO, CXDO, CYCN, CYRX, EML, EOLS, EVGO, FSP, FSTR, FTEK, GTE, GTLB, HIHO, HRZN, HY, KTB, MASS, MDV, MEC, MNDO, MRX, NERV, NPCE, ONON, ORN, OXSQ, PASG, PSFE, QSI, QUIK, RIGL, ROST, RYAM, SCOR, SE, SGC, SHG, SLND, SNN, SOPH, SRAD, SRRK, SRTA, SSII, SSTI, STAA, SWIM, TELO, TGT, THO, TIL, UPLD, VIK, VLGEA, VSNT, WBTN, WEYS, WHLR, WMK, WSBF, YORW
- Ex-div:
ADI, CASS, RUSHA, RUSHB, TSPY
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.610%, previous: 3.590%)
- 6-Month Bill Auction (actual: 3.535%, previous: 3.525%)
- Atlanta Fed GDPNow (actual: 3.0%, consensus: 3.0%, previous: 3.0%)
- ISM Manufacturing Employment (actual: 48.8, consensus: 48.3, previous: 48.1)
- ISM Manufacturing New Orders Index (actual: 55.8, consensus: 53.3, previous: 57.1)
- ISM Manufacturing PMI (actual: 52.4, consensus: 51.7, previous: 52.6)
- ISM Manufacturing Prices (actual: 70.5, consensus: 60.6, previous: 59.0)
- S&P Global Manufacturing PMI (actual: 51.6, consensus: 51.2, previous: 51.2)
- U.S. President Trump Speaks
## Upcoming events for Wednesday, March 4th
- Stock splits:
- BWAY @ **2:1**
- SPRC @ **1:9**
- Expected earnings:
ACR, ADGM, AEO, AFCG, ALTO, ANF, AQST, ARDT, ASPI, ASPS, ATNI, AUUD, AVGO, AWRE, BBAR, BBLG, BBOT, BBWI, BF.A, BF.B, BLFY, BLLN, BTE, BULL, BWMN, BYND, CBRL, CCRN, CDLX, CHPT, CIX, CLPT, CLRB, CPHI, CSTE, CUB, CULP, CYN, DAKT, DY, EARN, EC, EDIT, EHAB, EWCZ, EYE, EYPT, FLYE, FRPH, GEF.B, GENI, GO, GPGI, GPRK, HCAT, HDSN, HLLY, HYFM, HYMC, ICCC, ICLR, IMXI, IPI, JBI, KB, KMDA, KROS, LINK, LPSN, LUNG, MEI, MG, MLR, MLYS, MRAM, MVIS, MX, NAGE, NC, NCSM, NEXN, NGD, NNBR, OABI, OCGN, OFLX, OKTA, OLP, OOMA, PAGS, PCSC, PFSA, PKOH, RDVT, REAX, REI, REPX, RGTI, RJET, RSKD, SBXD, SEG, SEMR, SES, SGHT, SHPH, SLNG, SMRT, SMSI, SNBR, SRI, STEM, STKL, STUB, STVN, TARA, TBPH, TCRX, TIPT, TPVG, TSE, TSHA, UCFI, UGP, VBNK, VCIC, VEEV, VET, VINP, VIVS, VMD, VSTM, WBX, WF, WIX, XFLT, XTIA, ZBIO
- Ex-div:
AVT, BGC, CAKE, FOX, FOXA, LRCX, OBT, ODFL, PAHC, PEBK, PYPL, SHBI, WSC
- Economic events and announcements:
- API Weekly Crude Oil Stock (consensus: 2.200M, previous: 11.400M)
- FOMC Member Kashkari Speaks
- FOMC Member Williams Speaks
- IBD/TIPP Economic Optimism (consensus: 50.1, previous: 48.8)
- Redbook (previous: 6.7%)
## Upcoming events for Thursday, March 5th
- Stock splits:
- DUST @ **1:10**
- JDST @ **1:20**
- HIBS @ **1:10**
- SOXS @ **1:20**
- TR @ **103:100**
- Expected earnings:
ACET, ACFN, AEYE, AKA, ALGS, ALNT, ALT, AMBQ, AMPX, AMPY, ASLE, ATHM, AVIR, BABA, BAER, BCIC, BDTX, BILI, BJ, BRLT, BURL, BVS, CANG, CCEC, CIEN, CLAR, CNQ, COO, COOK, COST, CRMT, CSAI, CTMX, CTNM, CV, DDL, DLNG, DOMO, DSGR, DTI, ELME, ERO, EVC, EVGN, FGBI, FHTX, FIZZ, FLL, FLYX, FNKO, FTCI, GAP, GDYN, GENK, GEVO, GHI, GOTU, GPRO, GREE, GRNT, GROV, GSL, GWH, GWRE, GWRS, HCM, HMR, III, IMA, IMPP, INUV, INV, IOT, ITRN, JD, KIDZ, KR, KURA, KVHI, LBRX, LCTX, LIMN, LODE, LOMA, LQDA, LWLG, LXRX, M, MCHX, MDWD, MEOH, MKTW, MLCI, MRVL, MYE, NEXM, NMAX, NOEM, NUTX, NX, NXTC, OLPX, OMDA, ONL, OPRX, ORKA, OWLT, PACK, PBFS, PBR, PBR.A, PDYN, PMTS, PROF, PROP, PRTS, PSHG, PTRN, RAIN, RAND, RAPT, RBNE, REFR, RGNX, RNGR, RTO, SAMG, SLDB, SOBO, SSYS, SWBI, TEAD, TKC, TLSI, TOUR, TOVX, TRC, TTC, TTRX, UEIC, ULH, UROY, USAR, VOXR, VRME, VSCO, VTIX, VYNE, WLY, WLYB, WW, WYFI, XTNT
- Ex-div:
EXE, EXPE, FANG, HWC, JKHY, NRIM, ONB, QCOM, SLM, SLMBP, VNOM, WDC
- Economic events and announcements:
- ADP Nonfarm Employment Change (consensus: 50K, previous: 22K)
- Beige Book
- Crude Oil Imports (previous: 0.412M)
- Crude Oil Inventories (previous: 15.989M)
- Cushing Crude Oil Inventories (previous: 0.881M)
- Distillate Fuel Production (previous: -0.136M)
- EIA Refinery Crude Runs (previous: -0.416M)
- EIA Weekly Distillates Stocks (previous: 0.252M)
- EIA Weekly Refinery Utilization Rates (previous: -2.4%)
- Gasoline Inventories (previous: -1.011M)
- Gasoline Production (previous: -0.223M)
- Heating Oil Stockpiles (previous: -0.119M)
- ISM Non-Manufacturing Business Activity (previous: 57.4)
- ISM Non-Manufacturing Employment (previous: 50.3)
- ISM Non-Manufacturing New Orders (previous: 53.1)
- ISM Non-Manufacturing PMI (consensus: 53.5, previous: 53.8)
- ISM Non-Manufacturing Prices (previous: 66.6)
- MBA 30-Year Mortgage Rate (previous: 6.09%)
- MBA Mortgage Applications (previous: 0.4%)
- MBA Purchase Index (previous: 149.7)
- Mortgage Market Index (previous: 340.2)
- Mortgage Refinance Index (previous: 1,432.9)
- S&P Global Composite PMI (consensus: 52.3, previous: 53.0)
- S&P Global Services PMI (consensus: 52.3, previous: 52.7)
- Total Vehicle Sales (consensus: 15.20M, previous: 14.90M)
## Upcoming events for Friday, March 6th
- Expected earnings:
AIMD, AIRO, ALBT, APVO, AQN, ARAI, ATRA, AXR, BH, BH.A, BRID, CEPO, CLPS, CMCT, EMBJ, FGNX, FORA, GCO, GIG, GTBP, HURC, IGC, IQST, ITRM, KINS, KLRS, LFWD, NODK, NOMA, NTHI, NUTR, ONCY, RVYL, SAFX, SBLX, SCLX, SEV, SGRP, SONM, TEN, TRNR, TUSK, USBC, XXI, ZOOZ
- Ex-div:
BKNG, CBSH, CCOI, CHRW, CURI, EBAY, EBC, EXPO, FRME, KHC, KMB, MBWM, MZTI, NAVI, NTRS, OTEX, PEP, TCBK, TRST, UNTY, WING, WSBC, WSBCO
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.625%)
- 8-Week Bill Auction (previous: 3.630%)
- Challenger Job Cuts (previous: 108.435K)
- Challenger Job Cuts (previous: 117.8%)
- Continuing Jobless Claims (previous: 1,833K)
- Export Price Index (previous: 0.3%)
- Export Price Index (previous: 3.1%)
- Exports (previous: 287.30B)
- FOMC Member Bowman Speaks
- Factory Orders (previous: -0.7%)
- Factory orders ex transportation (previous: 0.4%)
- Fed's Balance Sheet (previous: 6,614B)
- Import Price Index (consensus: 0.2%, previous: 0.1%)
- Import Price Index (previous: 0.0%)
- Imports (previous: 357.60B)
- Initial Jobless Claims (consensus: 215K, previous: 212K)
- Jobless Claims 4-Week Avg. (previous: 220.25K)
- Natural Gas Storage (previous: -52B)
- Nonfarm Productivity (consensus: 1.7%, previous: 4.9%)
- Reserve Balances with Federal Reserve Banks (previous: 3.004T)
- Trade Balance (previous: -70.30B)
- Unit Labor Costs (consensus: 2.1%, previous: -1.9%)
^^^^2026-03-03

PYPL (gonna be acquired)

nah I am just trolling, peak euphoria moment
I didn't buy any calls/puts the past 2days, just stayed out, but the price action has been so much fun
I am chilling with PYPL calls which funnily enough is one of the few green tickers today

I bought a call like 30min ago cuz it was obvious pump and I am out already
I like to believe I saved the market as I stopped buying (- a permabull)

$FIG, $DUOL and $PYPL is all you need. 

two dogs in my port lately too, it was nice to see that. also lol'd at PYPL being green today although i'm in that one but its a #1 dog stock

I didn't buy QQQ, I have PYPL calls LMAO
And yesterday I was about to buy MSFT/software stonks, probably doing that into close 🚀🚀🚀

I agree, there are times when you should just step up to the plate and put in your buy orders. April 2025 was the most recent example.
When the entire market is in a panic, great stocks are being sold off for no good reason. Then, there are great opportunities to pick up stocks on sale.
It doesn't matter if we are confident in a stock's value if the market disagrees for long stretches of time. PYPL investors were screaming "value" all the way down. They made very rational arguments for why PYPL was "undervalued" when it was trading 2X, even 3X where it is today.
PYPL is never going to come back. Many other stocks are in the same boat. We have no way to know whether our confidence in a stock will lead to higher stock prices. Sticking to our guns when the market is against us is how bag holders are born.
On the other hand, stocks like CRM, NOW, CRWD, DDOG and others in the software sector that have been beaten down for no good reason are ones to watch. But even though I believe these stocks are good values here, I'm not rushing to buy. I'm waiting for the market to resume an uptrend so that probabilities favor higher prices.
It's about managing risk.

$PYPL bull case that the market is missing

i don’t think 55% over 10 yrs is insane (it’s not like 20%/yr lol) but PYPL DCFs usually break in 3 spots: WACC assumptions, terminal value doing all the work, and FCF quality (SBC esp).
i’d literally just stress test 9/11/13% discount rate + check what % of the value is terminal. if terminal is like most of it, then the $91 is basically “PYPL is fine forever” in disguise.
also…did the calc subtract SBC? cuz that alone can swing it a lot. what discount rate + terminal growth did your tool assume?

Look at you go PYPL 📈