No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
Score3
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This twitter post - [Post](https://x.com/rogoswami/status/2027055354568130594)
The author of Semafor is the same guy. He claims it's entirely possible Stripe is talking to PayPal AFTER he posted the Semafor article that said PayPal isn't talking to Stripe.
This guy clearly had puts, sold, and is now saying it's entirely possible.