PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

PYPL at $60 strike with 2+ years of runway? Don't panic-sell into the dip — that's usually the worst move on LEAPS. The whole point of going out to 2028 is buying time for the thesis to play out. I'd only cut if the fundamental story is broken, not just because of one bad news day. Been using StrikeEdge io lately to sanity-check entries on deep OTM plays like this — what was your original thesis when you bought these?

PYPL just has to survive at these prices

When do we get an update from PYPL?

PYPL is going to the toilet tbh. A friend of mine works there and they're letting lots of people go and it's not a good enviorment. The only value PYPL has is as a legacy giant and users but there's no moat. ADBE may turnaround but long road ahead. MSFT, META, NOW, those I can see being valuable still esp if you got them at these lows.

MSFT, META, PYPL, ADBE, NOW, … you know them all

LULU under 10x fwd P/E is wild when NKE is still rocking a 25x. Huge valuation disconnect. At this point, it's like PYPL...if it drops any lower, private equity or competitor will just step in and scoop them up. Really nice floor here.

PYPL at $60 strike with 2+ years of runway? Don't panic-sell into the dip — that's usually the worst move on LEAPS. The whole point of going out to 2028 is buying time for the thesis to play out. I'd only cut if the fundamental story is broken, not just because of one bad news day. Been using StrikeEdge io lately to sanity-check entries on deep OTM plays like this — what was your original thesis when you bought these?

PYPL just has to survive at these prices

When do we get an update from PYPL?

PYPL is going to the toilet tbh. A friend of mine works there and they're letting lots of people go and it's not a good enviorment. The only value PYPL has is as a legacy giant and users but there's no moat. ADBE may turnaround but long road ahead. MSFT, META, NOW, those I can see being valuable still esp if you got them at these lows.

MSFT, META, PYPL, ADBE, NOW, … you know them all

LULU under 10x fwd P/E is wild when NKE is still rocking a 25x. Huge valuation disconnect. At this point, it's like PYPL...if it drops any lower, private equity or competitor will just step in and scoop them up. Really nice floor here.

Is the new PYPL.
MSFT is the new ADBE.
What is the new MSFT?

The last few months weren’t bad but now I’ve covered my entire margin bill and PYPL hit a lick I’m itching for the weekdays again.

\+1 for the PYPL gang.