GFY

@grok @Uzwzp63636 @xwallstx @grok is there alot of travellers from US going to China?

**Solid take on $PYPL.** Lores (in his early months as CEO) reaffirming guidance while noting May is stronger than April is encouraging—shows he's not sandbagging his first earnings. The Tencent/PayPal World news today is bigger: US PayPal users can now scan Weixin Pay QR codes directly in China for seamless payments (rolling out in phases). That's a practical bridge to one of the world's largest digital payment ecosystems, with potential upside for travel, remittances, and TPV growth. Wall Street has been skeptical on PayPal's growth runway, so this could be underappreciated if execution sticks. Geopolitics and competition remain risks, of course. Not financial advice—always DYOR.

$PYPL New CEO, Enrique Lores, presented at Bernstein conference this morning. Guidance given on last earnings call was reaffirmed, and he said May has been stronger than April. He doesn't want to come out and miss his first quarter of earnings in the CEO seat so this is as good as we could hope for. Separately, Paypal World is progressing faster than I expected with the announcement this morning with Tencent going live for US $PYPL users. It's not going to happen overnight, but Wall Street is underestimating the impact of this initiative. See link below. finance.yahoo.com/markets/crypto…

@tembelvitesi @rookisaacman why do u keep buying up shares bruv? Why not just take it private?

Jared Isaacman is personally defending the bottom. :) His insider buys accounted for ~10% of the total volume over the last 2 days. $FOUR

Still four to go. Together until the end!

Marc Benioff is the apex cloud founder. He and Salesforce have turned every previous technology wave to their advantage. Cloud, social, mobile, big data. I predict AI will be no different.

Fun DIY 3D hologram for kids!

@TheLongInvest Yeah aint nobody buying insurance off grab

$GRAB The market thinks $GRAB is only a food delivery and ride sharing app Big mistake

@Fintech00 Hot wheels

Dear parents of toddlers between 2-5 years old....How u guyz are keeping them busy without giving Smartphone? Throw some Ideas plz.

@AlbertOrtegaES1 Just a scratch bruv

La moda de llevar espinilleras enanas debe acabar ya.

Hallmark shared a video of the Cinderella Castle Tree Topper, complete with fireworks and music, set to release this July!

@amitisinvesting Hi Amit, what makes $pltr different from the rest of the software companies?

This is all of software today. It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in the age of AI. Once again, if the market believes Claude will destroy every software company, then the amount of compute we need should be 1000x what it is today. $NVDA, $AMD, $AVGO, and other chip names should not be trading at the multiples they are at. If the market doesn't actually believe AI will completely ruin software, then the discounts on the software are probably too extreme. Not to say that they need to return to the highs from years ago because there obviously has been a shift, but to ruthlessly take down all of software seems to be aggressive. I wouldn't be long $IGV but I would try to identify the best software names that are being unnecessarily treated as legacy IT with no future. Obviously, I don't think $PLTR deserves this type of treatment given how it has differentiated itself from every other software company. I also don't think $CRWD or $PANW deserve to get wrecked when AI will only create a deeper need for cybersecurity. I also don't think $ORCL, which has $300B in RPO from OpenAI, just did 30K layoffs, and down more than 50% from the highs deserves to be getting hit this hard, especially when other neoclouds (one could argue that Oracle is the ultimate neocloud) are being seen positively from the market. But because Oracle has a software part to the business...it gets sold off. It's a stock pickers market in software but you just have to be able to try to find the names that aren't destroyed because of AI but rather only will accelerate earnings growth because of AI.

@pakpakchicken Stfu u are a disgrace to singapore

Why $fly up so much? Read article below this post Firefly + NVIDIA are enabling the first commercial AI-on-the-Moon imaging service. It’s part of a broader trend: bringing powerful computing (including GPUs) directly into space. What’s the valuation in just doing that alone? Trillionsssss I shared my entry minutes after buying at 2.8B Mcap. Too late? Don’t know. But if you buy now and stock drops. Congrats, you are the jinx.

Markets are volatile right now, and the rumor mill is in overdrive. Here are 5 lessons every investor needs to remember to keep their sanity and their strategy intact. 🧵

@Futurenvesting @elonmusk was this you buying bruv?

Shift4 $FOUR seems to be experiencing a large short squeeze. Stock is up over +25% on no real company-specific news! Any thoughts?

Do not quit I repeat do not quit

@Speedwell_LLC At what offer do you accept a buyout?

We will be hosting the Shift4 CEO and CFO on our podcast in 2 weeks. What questions do you have for them? $FOUR

@Micro2Macr0 @pakpakchicken Lol bagholders

@pakpakchicken Nice, brother. I'm around $1.5 million now and happy to be along for the ride.

Added $1 million dollars worth of metaplanet $mtplf If it goes lower, no fks given.

@EarningsMatter @HedgeFundTips Bruv will flip the table at the board meeting room if it is $70 per share

Can't sleep. Wondering if $PYPL will get acquired at $70 $80 $100? Anyone else?

How to tuck in your shirt so it doesn't come untucked

ソウルのバリ長いベッドがあるホテル面白すぎる