$PayPal(PYPL)$ If you like lenders, PYPL indeed does fall outside of the spectrum. In that space, it's still more of a payments tech company, and less of a lender, although it's making inroads into BNPL. While that space is popular, it's nascent, and likely facing more regulatory headwinds. Also, it's hard to build a moat there. Apple Pay is a signfiicant threat to PYPL, and it appears that its installed base is a significant moat. PYPL is pushing for more "one-click checkout" to facilitate the conversion process, and improve the stickiness with its merchants and consumers. Payments is a game of scale.
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Schwab: Time To Buy May Be Nigh
$Charles Schwab(SCHW)$ Today's CPI data and the drop in the break-even point for TIPs suggest that the Fed is making very good progress on the inflation front. This may go some way to quelling interest rate jerks like we saw last year and this year. My portfolio includes top stocks like SCHW. I don't sell great companies that are going through transitional issues.
$Meta Platforms(META)$ I liked META in Q4, but I exited on the way up. I'm short now, although much less so today than earlier last week. I'm not a fan of Zucker, nor do I think the company is wise to spend money on developing Metaverse IP. However, my main reason for being short is technical: the need to close the gap left behind. It's also counterintuitive. I think the world just bought into this idea of increasing revenue by cutting costs too soon.
Reason for long HUBC
$HUB Security(HUBC)$ Israeli technology investors are very familiar with the TLV-NYC pipeline. With clients such as Lockheed Martin and the Pentagon already on its client list, it is clear that HUB's future lies in the US. The deal has been a year in the making and is exactly the kind of aggressive positioning HUB needs to realize its full potential as a global disruptor in classified computing. These are HUB's strengths.
$Adobe(ADBE)$ ADBE will have a lower implied move, which is not necessarily a bad thing. Because a company like ADBE has such a large market cap and needs a lot of capital to drive earnings in the stock, the actual move in these stocks will also be lower. We can see that in their most recent reports, EPS is usually in line with estimates.
$Unity Software Inc.(U)$ I think that as long as there is a degree of macro uncertainty about the state of the economy over the next 12 months, the headwinds for advertising will remain. I'm keeping a close eye on Google,meta and some ad industry news to try and keep my finger on the pulse of it, but Unity is likely to fail or succeed alongside other platforms that rely on digital advertising.
$Micron Technology(MU)$
$Meta Platforms, Inc.(META)$
Payments is a game of scale.
Payments is a game of scale.
$Bed Bath & Beyond(BBBY)$I don't know if this will squeeze despite the massive shorting and lack of bankruptcy. But, even if there is no squeeze, this stock should be in the $8-20 range based on fundamentals. Buy buy baby alone is estimated at a 1b value.Sub 1.50 is crazy and this is an easy long money maker for me knowing they aren't going bankrupt. Though, a squeeze could be fantastic and appreciated.
Especially with the common shares diluting to subsidize everything and with the interest rate at 0.5%, paying 20% for the preferred shares to be listed is good. Right now the interest rate is 4.5% and FCELB pays 10%, so the risk is much higher compared to the reward. As up to 500 million shares can be issued at $4 per share, there will be billions of dollars of cash available to continue paying the preferred dividend. I think this makes sense. 😂
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