kucki

@StockSaleFlyer US only?

New app coming? 👀 $PYPL

$PYPL

@_journotom @khoiuna 2K shares at $69 😅

@khoiuna I bought in at 71$, so it’s been rough, but hopefully patience is rewarded long-term 🙏🏻

I'm emotional. Can we see $50? $PYPL

@JuanRodrig07 If $PYPL ever gonna rally it will be the most hated one.

$PYPL all we needed to do was stop talking about it… highest level in over a month 🟢

@SwissKnifeInv @nealreclus @SwissKnifeInv They reported 899,673,971 shares outstanding as of March 25, 2026.

@nealreclus Interested to see how market reacts to the Q1 earnings release. When they show a 3% reduction in float in one quarter.

$PYPL pays me ~15% per year to wait for the stock to re-rate. Quarterly: 3.5% = buybacks 0.25% = dividends Paid to wait.

@MaximInvestiert 41,2% approve spricht Bände

Donald Trump wird mit jeder Woche unbeliebter 😅 Man möchte fast sagen: Bitte Mr. President, wir haben genug gewonnen! 😂😂😂

@JuanRodrig07 @JuanRodrig07 investor.pypl.com/news-and-event…

$PYPL Michelle Gill on LinkedIn: “Proud to be a partner bringing to life Meta's new 1-tap shopping experience, bringing discovery and checkout closer together than ever for merchants.  Through our PayPal’s Store Sync offering, we’re enabling merchants to seamlessly integrate catalogs and orchestrate orders — making it possible to turn intent into purchase in a single tap, all within the Facebook experience.” Together, PayPal and Meta are enabling: • Frictionless, in-the-moment checkout • Smarter, AI-driven product discovery • Stronger merchant-consumer relationships Nice!

@weary_centurion $PYPL gets all the hate while most fintech stocks are depresssed this year

$FOUR How come everyone stopped talking about Shift4? It was one of the most popular stocks on here just a few months ago I notice (with amusement) there is no hate for this stock like there has been with others Everyone has just quietly stopped talking about it Why?

@BrixtonInvesta @JuanRodrig07 I can't even set up the debit card, and support can't help.

@JuanRodrig07 I am waiting for PayPal+ to come to Germany. Sooooo slow again. UK was in mid November. German PayPal CEO changed a few months back. Hope new one, Carola Wahl, is quicker. The old guy didn't give a f anymore. German execution speed a disaster

$PYPL now offering 100% cashback on HBO MAX Subscription for users in Germany. Any German followers can confirm this?

@JuanRodrig07 @xwallstx Buybacks remain at $6 billion while the stock price is really low — at least that's something good.

@xwallstx Seems like buybacks remain at $6B, which is good. Venmo and BNPL growth remain strong, which is also good. No questions on Ads (again) tells me they don’t expect any meaningful revenue from it this year.

$PYPL I listened to Jamie Miller. The summary is status quo. 1% or slightly better branded growth in Q1 similar to January this year as mentioned on last conference call. Most consequential statement she made was regarding keeping the assets together. Talked about Paypal Open, "Our view is that being a single integration point makes us that indispensible partner." Translation - for those hoping to make a quick buck on selling Venmo, or Braintree - it's not in their current plans. Thank you management for keeping the assets together at this time. Not financial advice.

@AlexanderK21144 @JuanRodrig07 It’s probably hard not to sell when you’ve been holding for two years already. I bought in heavily at $68 in September 2025, so I guess it was easier for me not to sell.

@JuanRodrig07 Yes, and i don't get it who Sold it at those Levels. Those Guys must be new or have 0 clue on how to value a Stock 🤷🏼

$PYPL is up almost 25% from its lows about a month ago and still trades at a buyback yield of nearly 14%, plus a dividend yield of 1.2%. That’s how ridiculously undervalued this company is.

@0002rik @EarningsMatter Yeah I'm down bad so this small dividend isn't gonna help 😂

@EarningsMatter Nothingburger, paypal needs to step it up

As a reminder $PYPL stock is paying out a dividend of 14 cents soon. Hope your excited for PayPal's dividend day.

@QualityInvest5 He shouldn't have sold his $PYPL shares. Would be better at this point.

He finally blocked me 😂

#GalaxyUnpacked #SamsungUnpacked @SamsungDE

@KIAktienDE @EarningsMatter @SPXSatoshi I have my bank added to my account, but when I try to set it up, I get this.

@_kucki @EarningsMatter @SPXSatoshi In Germany, you can simply apply for it directly in the PayPal app.

Bro remember when PayPal was $300 a share?? 😭

@EarningsMatter @SPXSatoshi I wish customer support were more helpful. I’m trying to get the debit card for offline shopping, but it’s not working and I can’t get any useful assistance.

@SPXSatoshi For all of us $PYPL bulls who recently bought - do us a favor and make sure you checkout with PayPal!

@LincolnCarter0 @Mr_Derivatives Don't worry it's gonna close red 😂

@Mr_Derivatives Even $PYPL is up 😂🙌🏽

What a bounce so far…

@DividendDynasty Already built my position at $68 🥲

So…. We buying $PYPL here? 🤔 52 week lows ⏳📉 When does the stock bottom? Can it go lower? Of course it’s PainPal, macro uncertainty is definitely a risk. BUT, fundamentally $PYPL is getting stronger against a valuation that’s becoming increasingly undemanding.

@e177777 @weary_centurion I'm jealous too my average cost is around $68,16 (58,76€) 👀

@weary_centurion Damn, I'm so envious. It would be so comfortable to be able to re-establish a position at the current price without incurring any losses. I'm bagholder now ~~lol

$PYPL 🚨LONG POST ALTERT🚨 In April (2025) PayPal announced an agentic commerce development push At the time, nobody really knew what it meant Since that announcement: • May (2025) - Perplexity partnership • September 3rd - Perplexity browser access offering • September 17th - Google AI and agentic commerce partnership • October 27th - Agentic commerce services & Mastercard integration • October 28th - Open AI partnership & Chat GPT first digital wallet announced as well as NVDIA partnership • November 25th - Perplexity instant buy launches • December 8th - Logicbroker Merchant AI commerce partnership • January 8th (2026) - Microsoft Co-Pilot checkout launches All of this in just 8 months The market might be ignoring it but I am not Still not convinced? Ask yourself this: Why do you think all of the big names are scrambling to form partnerships with PayPal? It’s because they are the only e-commerce platform that can connect both consumers and merchants on both ends They also have the trust profile to be seen as a beacon of reliability in a new “Wild West” market Google could have chosen to push their very own Google Pay within Gemini But they chose PayPal, because they know in this new environment, people want trust and protection No other payments platform has that level of established trust globally PayPal offers: • Buyer protection • Seller protection • Fraud protection In a new market environment where teething problems will be common and mistakes will be made, people don’t want to be taking risks with their hard earned money Why do you think PayPal is pushing so hard into agentic? It’s because they can see this is the future If they can secure themselves as the dominant player in agentic commerce, nobody is going to care about branded checkout anymore Growth will explode 2026 GUIDANCE Alex Chriss (CEO) and Jamie Miller (CFO) are both brutally honest people Whether you like that or not, they don’t say things unless they can see it as a reality Good and bad, they tell it how it is They have told us to expect headwinds to TM$ and EPS growth in 2026 This is due to the investment required for their new partnerships which are all agentic AI related Coincidence? I think not Chriss stated that if PayPal wanted to hit its original 2026 targets, they could, but they are choosing to invest instead "I like competing where we leverage our unique assets to play sort of unfair games.” He said Very intriguing words indeed They want to be in a position of unfair advantage If they can manage it? Kiss goodbye to the current narrative Initially I was really pissed at the thought of 2026 being another transition year and it was a large part of the reason that caused me to sell out temporarily But then I started thinking about it If they can gain an advantage through their investments in 2026, that could cause years of additional, high value growth That is a sacrifice I can get behind whilst the valuation is this low VALUATION Which brings me on to how disgustingly cheap this stock really is Closing in on $50B market cap with; • $33B+ revenue for 2025 • $5-6B of net income • $6-7B FCF • Dividend yield of almost 1% • Cash & investments of $14.4B • PE of 11.5x • Forward PE is 10x Basically, priced for permanent decline and as if the developments of the last 12 months haven’t even happened Future growth drivers as well as buybacks are not even slightly priced in Literally nothing is priced in other than abject failure The reality is, at this valuation, not that much has to go very well for PayPal to outperform (long term) Maths will eventually do the heavy lifting and one day people could be left scratching their heads over how they missed something so obvious staring them in the face CONCLUSION At these prices I am bullish on PayPal again I stopped sharing my allocations on here But I can tell you I have been buying Not financial advice

@DividendDynasty $PYPL at 80% down 16K🔥

What position takes the top spot in your portfolio right now? Mine: Still PayPal $PYPL at 25.8% of the overall portfolio.