Crossroads
@Kross_Roads
Investment enthusiast and future PhD. Driven by faith, family, and the conviction that the best is yet to come. YouTube https://www.youtube.com/@Kross_Roads-g4j
$PYPL The interview with PayPal's CEO @acce is now live! We discussed Investor Day, $PYUSD, Ads, and more! Here's a taste. Full interview link below!
$PLTR This is a great find. There was once a time when most Palantir partners would hide their relationship out of fear of impacting their business. Now? It's the opposite.
TeleTracking Co-CEO one month into their $PLTR partnership 🔮💥 “I expected interest. What I didn’t expect was the volume and caliber of opportunities flooding in. “CEOs and CIOs who’ve never pinged us before are now pressing us for demos, pilots, and deep dives. They’ve been…
$PLTR Trump: "We buy a lot of things from Palantir."
President Donald Trump just recognized Palantir CTO @ssankar in his opening remarks
$TSLA Meanwhile, Tesla's report is anything but solid, but this stock trades on narratives, not fundamentals. Essentially flat after hours, since expectations were very tepid going into the report. The actual earnings call determines the direction here. Services was a nice…
$GOOGL / $GOOG I'm not in Google, but it looks like a good report. The market might be reacting to the massive decrease in FCF, but that's explainable on the last slide of the deck. Not really a concern, and I say that as someone on the sidelines.
$HIMS In case someone was wondering what I meant by a "Gamma" Squeeze.
In essence it's due to the options chain. A significant and unusual amount of near-term OTM options were purchased. The closer that are to being ITM, the more the market maker hedges against them by buying the underlying asset. Why would they do this? Because unlike how most of…
$HIMS Colossal move in the stock with no news. The driver? Likely a gamma (not short) squeeze.
$PYPL In case it wasn't clear from the announcement, PayPal World isn't just a partnership with some massive global payment partners. This is PayPal tech that other PSPs will run through. This helps add TPV, but what I'm most excited about his this part: "PayPal World is ready…
$PYPL Woah, what's this? PayPal World is launching, providing interoperability between some of the most massive players in the space! Prior to Alex, Venmo and PayPal weren't even interoperable. Now? A VENMO user can send money without any kind of friction to a friend in…
$FI No position on Fiserv, but I thought about it for a moment this AM. This seems to be a pretty big overreaction. The forward P/E does need to be changed based on weaker guidance, though. That said, I don't really want more Fintech or payments exposure.
$PYPL Woah, what's this? PayPal World is launching, providing interoperability between some of the most massive players in the space! Prior to Alex, Venmo and PayPal weren't even interoperable. Now? A VENMO user can send money without any kind of friction to a friend in…
Until now, there hasn’t been an interoperable global network that seamlessly connects families, friends, and merchants across borders. PayPal and Venmo, together with our initial launch partners, @mercadopago, UPI @NPCI_NPCI and WeChat Pay @TencentGlobal we will serve nearly 2…
$RKT Whoever brought up Rocket in our Bootleg Weekly stream, thanks. You can trade anything, and I'm trading a small amount (100 shares). Just don't confuse a trade for an investment. I'll likely be out of this tomorrow, either direction.
$PYPL / $SYF Synchrony bank highlights PayPal Credit cards, which they back-end, during their earnings call, saying it (along with one other product) will impact their growth positively through 2026. They also indicated demand for this card has been increasing. "Over the last…
$AEHR Aehr Test Systems (a name I have a small position in and am investigating) announced an interesting order for their Sonoma systems. It certainly sounds like it's a scaling opportunity with $AMZN / AWS, or possibly $META. But far more likely Amazon for their Inferentium2 /…
