Serious question to PYPL and TTD holders - still hold or not and why
u/iloveaccounting64 ·
Reddit — r/ValueInvesting
· May 07, 2026 at 21:55
· ⬆ 16 pts
· 💬 38 comments
| View on Reddit ↗
AI Summary
Summary
The post questions whether current holders of PYPL and TTD remain bullish after both stocks dropped ~50% following earlier "cheap" calls, suggesting they may be value traps.
Author’s thesis is skeptical – he implies the declines are not over and that bag holders may be holding out of loss aversion rather than conviction.
Quality assessment: This is speculative opinion / noise, not a well-researched DD. No financial data or valuation analysis is provided.
PYPL has fallen 50% since being called cheap by Reddit/X/YouTube; author labels it a value trap. Continued selling pressure from trapped longs and lack of new catalysts could drive further downside. Short PYPL as a momentum-driven value trap, expecting mean-reversion to fail. A strong earnings beat, new product cycle, or broader fintech rally could cause a sharp squeeze.
TTD also dropped ~50% after being promoted as cheap; author groups it with PYPL as a value trap. High valuation multiples make TTD vulnerable to further de-rating if growth disappoints. Short TTD as a richly-priced name facing deteriorating sentiment and no clear turnaround. Strong ad market recovery, better-than-expected guidance, or short covering could reverse losses. No other actionable trade ideas in this post.
This Reddit post, published May 07, 2026,
features u/iloveaccounting64
discussing PYPL, TTD.
2 trade ideas extracted by AI with direction and confidence scoring.