Calls
1
u/_BreakingGood_
Reddit r/ValueInvesting
Win Rate
0.0%
return
-20.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Feb 24
$44.10
-20.0%
The author argues PayPal is 'done for' because Stripe has become the default payments provider for AI companies and vibe-coded startups, with Stripe's payment volume growing by almost an entire PayPal last year. The mechanism is share loss in new-economy payment flows, where developers asking Claude to add payments get Stripe rather than PayPal. The author cites Stripe's near-$2 trillion payment volume and 52% valuation jump as evidence. No explicit risk or timeframe is stated.
Payments & Fintech
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u/_BreakingGood_ has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PYPL.
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