Bought 
PYPL, Why ⬇️
Fundamental catalyst:
Just applied for Utah bank charter to expand small business lending
Bank charter = cut out third-party costs, direct FDIC insurance, better margins
Already served 420K+ business accounts with $30B in loans - now cutting middlemen
Valuation too cheap to ignore:
P/E of 13 while maintaining 45% global payment market share
434M active users, $33B revenue run rate
Trading near 52-week lows at $60 vs. analyst PT of $79 (+30% upside)
Technical setup:
Near bottom of extended downtrend range ($55-93)
Risk/reward favors entry here - limited downside to $55, significant upside to $75-80
The trade: Recent analyst downgrades created panic selling, but the fundamentals haven't changed. Bank charter is a multi-year strategic move that could significantly improve unit economics. Current price reflects maximum pessimism.
PYPL, Why ⬇️Fundamental catalyst:
Just applied for Utah bank charter to expand small business lending
Bank charter = cut out third-party costs, direct FDIC insurance, better margins
Already served 420K+ business accounts with $30B in loans - now cutting middlemen
Valuation too cheap to ignore:
P/E of 13 while maintaining 45% global payment market share
434M active users, $33B revenue run rate
Trading near 52-week lows at $60 vs. analyst PT of $79 (+30% upside)
Technical setup:
Near bottom of extended downtrend range ($55-93)
Risk/reward favors entry here - limited downside to $55, significant upside to $75-80
The trade: Recent analyst downgrades created panic selling, but the fundamentals haven't changed. Bank charter is a multi-year strategic move that could significantly improve unit economics. Current price reflects maximum pessimism.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
免責事項
この情報および投稿は、TradingViewが提供または推奨する金融、投資、トレード、その他のアドバイスや推奨を意図するものではなく、それらを構成するものでもありません。詳細は利用規約をご覧ください。
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
免責事項
この情報および投稿は、TradingViewが提供または推奨する金融、投資、トレード、その他のアドバイスや推奨を意図するものではなく、それらを構成するものでもありません。詳細は利用規約をご覧ください。