SmartyCub
2022-07-08

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@sadsam：
$PYPL Um Apple can only sell its credit/ payments products to apple customers-- not quite existential. Same with its "m series" in-house chips. If they OTM, they'll likely see a higher degree of variability in its "growing installed base". Waiting for Paypal to pull the trigger on a big acquisition... the time is nearing...within next 5 quarters. $PayPal(PYPL)$
$PYPL Um Apple can only sell its credit/ payments products to apple customers-- not quite existential. Same with its "m series" in-house chips. If they OTM, they'll likely see a higher degree of variability in its "growing installed base". Waiting for Paypal to pull the trigger on a big acquisition... the time is nearing...within next 5 quarters. $PayPal(PYPL)$

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