Breaking: Michael Burry has disclosed his updated positions
He:• Trimmed Veeva $Veeva Systems -CL(VEEV.US) longs - 3% position• Trimmed PayPal $Paypal(PYPL.US) longs - 3% positionMichael Burry said "I will add [PYPL] should it fall to the mid $40s"
Share your thoughtsWhat's on your mind?
0 / 2,000
- M
Update: It's been 134 days since Michael Burry publicly went bullish on PayPal $Paypal(PYPL.US)
It's up 9% sinceOn July 15th, PayPal spiked 17% after rumors of a buyoutLater that day, Michael Burry said this about the buyout, "simply too low" in regards to the offerLast night, Stripe and private equity firm Advent International abandoned PayPal takeover plans$Paypal(PYPL.US) is down 11% today but Burry is still up - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Paypal(PYPL.US) PayPal Expands Tuition Payments With PayPal and Venmo Across U.S. Colleges
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗣𝗮𝘆𝗣𝗮𝗹 integrates PayPal and Venmo into college tuition payment portals.➤ Partnerships include 𝗜𝗹𝗹𝘂𝗺𝗶𝗮, 𝗡𝗲𝗹𝗻𝗲𝘁 𝗖𝗮𝗺𝗽𝘂𝘀 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲, and 𝗧𝗼𝘂𝗰𝗵𝗡𝗲𝘁.➤ Integrations provide potential access across 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 of U.S. institutions.➤ Several universities, including 𝗠𝗶𝗰𝗵𝗶𝗴𝗮𝗻 𝗦𝘁𝗮𝘁𝗲, already offer the payment options.➤ Additional colleges and universities are expected to join 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿.➤ Families can fund payments through 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 and credit cards.➤ 𝗣𝗮𝘆𝗣𝗮𝗹 and 𝗩𝗲𝗻𝗺𝗼 balances can also fund tuition payments.➤ Transactions include 𝗲𝗻𝗰𝗿𝘆𝗽𝘁𝗶𝗼𝗻 and fraud-monitoring protections.➤ Expansion follows PayPal's 𝗕𝗶𝗴 𝗧𝗲𝗻 and 𝗕𝗶𝗴 𝟭𝟮 agreements.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands PayPal and Venmo into the 𝗵𝗶𝗴𝗵-𝘃𝗮𝗹𝘂𝗲 education payments market.➤ Could increase payment volume through large recurring 𝘁𝘂𝗶𝘁𝗶𝗼𝗻 transactions.➤ Deepens PayPal's integration within the broader 𝗵𝗶𝗴𝗵𝗲𝗿-𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 ecosystem.➤ Gives families more 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 through existing university portals.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗙𝗿𝗮𝗻𝗸 𝗞𝗲𝗹𝗹𝗲𝗿, President of Checkout Solutions at PayPal:"Tuition is one of the biggest payments a family will make, and it should come with the same flexibility and security that millions of people already count on PayPal and Venmo for every day." - N
If you wanted his entry, good luck with that
Sen. John Boozman (R) bought $Chevron(CVX.US) on July 2ndNear the bottom of Chevron's summer selloffHe waited until the very last legal day to disclose it, filing on day 45 of the STOCK Act windowBoozman is up 21% since entryHe also bought: $Paypal(PYPL.US), $SPYM, $Estee Lauder(EL.US), $Aptiv(APTV.US) - D
I’m looking forward to the earnings of the three big local banks. The stock price is likely to benefit from the growth in net new money and wealth management income given the continuing uncertainties in the Middle East and the rotation of funds from chip stocks.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- K
stripe bidding 53b for paypal is wild, a private company buying an S&P500 name?? if it goes through is this good or bad for pypl holders long term, genuinely asking 🙏
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- B
china throwing 50b yuan at the market is a floor, not a fix. nice for a bounce but i'm not chasing HK green candles on state buying alone. watching if it holds past this week
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- P
possible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- L
Stripe + Advent is taking advantage of PayPal's fallen market value to attempt an acquisition of a direct relationship with consumer which they current lacked (being in B2B). Doing this could boost profit margin as they could route transactions internally through strip and PayPal and bypass Visa and MasterCard, this saving fees.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- C
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- F
$Paypal(PYPL.US)
PayPal: Value Opportunity or Merger-Driven Rally?
PayPal has returned to the spotlight after Stripe and Advent International submitted a US$53 billion acquisition proposal at US$60.50 per share, representing a 28% premium. The bid highlights the strategic value of PayPal’s 430+ million consumer accounts, Venmo ecosystem and global merchant network, despite an increasingly saturated digital payments industry. However, PayPal’s board reportedly considers the offer inadequate, suggesting further negotiations or competing bids may emerge. (Reuters)
Fundamentally, PayPal remains a highly cash-generative fintech trading well below its 2021 peak. While competition from Stripe, Apple Pay and Google Pay continues to pressure growth, the company still possesses valuable payment infrastructure and brand recognition. A successful turnaround would likely depend on improving margins, accelerating Venmo monetisation and strengthening merchant services.
For investors, this appears more like a special-situation investment than a pure growth story. Option sellers may find better risk-adjusted opportunities by selling cash-secured puts near major technical support levels to potentially acquire shares at lower prices while collecting premium. Chasing elevated implied volatility after takeover headlines may offer less favourable risk-reward. Long-term investors should focus on fundamentals rather than merger speculation.
Disclaimer: This article is for informational purposes only and does not constitute financial advice.
Trade Showcase: Trade, Show & Earn Rewards! - H
$Paypal(PYPL.US) | Clear Street 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐚𝐲𝐏𝐚𝐥 with a 𝐇𝐨𝐥𝐝, sets 𝐏𝐓 𝐚𝐭 $𝟔𝟏
Analyst sees PayPal at a strategic crossroads with hidden value, but expects it will take until 2027-2028 for fundamentals to genuinely improve. - N
PayPal - the typical undervalued falling knife that one should avoid. As a long term investor myself, I haven't touched the stock since $60-$80 range and I'm glad to have exited my position long ago. Yes it is an undervalued stock with a reasonable p/e ratio. However, PayPal's earnings have been incredibly unstable, with declining revenue growth and margin pressures being the main reasons behind its drop off. Despite the reported takeover, I still think this could be a value trap until I finally start seeing solid fundamentals in its earnings report and a growth direction set by the company or whoever that eventually buys over.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation CoolsInflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
- N
Good news for PayPal to have a buy. If want to make it private, unsure whether it is a good news.
Hope the AI hardware can improve.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation CoolsInflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
- F
• Earnings season reveals a significant divide in the tech sector, with winners and losers emerging.
• IBM's CEO noted a shift in client spending towards hardware, leading to a 25% drop in IBM's stock. • Companies like SK Hynix and Dell saw stock increases in recent weeks due to rising demand for memory and servers. • PayPal received a $53 billion takeover offer from Stripe and Advent International, boosting its stock price. • Major U.S. banks report strong growth and increased deal pipelines, driven by client confidence in mergers. • June inflation numbers were lower than expected, reducing the likelihood of a Federal Reserve rate hike. • New York imposed a one-year moratorium on new data centers due to community opposition and resource concerns. - H
Piper Sandler Bill Carcache initiates coverage on Visa, Block, Affirm, Capital One, Mastercard, American Express, PayPal
$Block(XYZ.US) $Affirm(AFRM.US) $Capital One Financial(COF.US) $Mastercard(MA.US) $American Express(AXP.US) $Visa(V.US) $Paypal(PYPL.US) - FFeatured
$Visa(V.US)
Visa remains one of the world’s highest-quality compounders. In its latest fiscal Q2 2026 results, revenue rose 17% year-on-year to US$11.2 billion, GAAP net income increased 32% to US$6.0 billion, while EPS climbed 36% to US$3.14. Payments volume reached US$3.7 trillion (+9%), processed transactions rose 9% to 66.1 billion, and cross-border volume grew 12%, highlighting resilient global consumer spending. Visa also returned US$9.2 billion to shareholders through dividends and buybacks, including a new US$20 billion repurchase authorization. (SEC)
From a technical perspective, Visa continues to trade within a long-term bullish trend, consistently making higher highs and higher lows. Any pullback towards key moving averages may provide long-term accumulation opportunities.
Looking ahead, Visa’s next growth drivers extend beyond traditional card payments into AI-powered fraud prevention, commercial payments, real-time money movement, tokenisation, embedded finance, stablecoin settlement and agentic commerce. While fintechs such as Stripe, Block and PayPal, alongside real-time payment networks, are intensifying competition, Visa’s global acceptance network, trusted brand, decades of fraud data and powerful network effects remain formidable competitive moats. For long-term investors seeking durable earnings growth, robust free cash flow and disciplined capital returns, Visa continues to deserve its premium valuation. (tikr.com)
Trade Showcase: Trade, Show & Earn Rewards! - S
$Paypal(PYPL.US) no green to red stop hit made coin. Position closed The name goes back on go - to list.
Source: Sunrise Trader
- S
$Paypal(PYPL.US) payday shares sold for good payday %. I now settle into the full swing with good cushion.
Source: Sunrise Trader