For me, definitely $NU , $SOFI then I'd like to increase my positions in $GOOGL , $META , $AMZN . I'm curious, why specifically $PYPL ? What do you expect from it and at what price levels would you not hesitate to average down the position?

This week I added to the usual names like $AMZN, $NU, $SOFI, and after a long time also bought some $CRM when it dipped below 230. I commented elsewhere on my strategy regarding $TTD; $META under 600 (585 — another buy only possibly under 570), yesterday $PANW after earnings, and $XIACY likewise. In some cases because of excellent results despite a solid drop and a not very large position, in others due to continued decline, an unchanged view on the stock, and dilution.

I should have obviously sold one share yesterday at the first decent price, but small mistakes happened, happen, and always will happen.

What do you expect from an investment in $PYPL? It's been languishing at the bottom for over three years with no sign of recovery. Sentiment hasn't changed in that time, but maybe the market is undervaluing this stock? Or am I wrong? Or is it a once-in-a-lifetime investment?

Money invested in $PYPL is wasted. You should have chosen $SOFI or $NU from this sector instead.

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