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    Junior and Profile photo of SteveSteve are now connected 3 days ago

    3 days ago

    • 🎉 Welcome to the OP Fam! Let’s Get You Set Up Fast: 

      BTW- When you first join, don’t be alarmed that you don’t see previous chat results/posts…. The site/app may not load data prior to your arrival. Rest assured, you will get more info and benefits than you ever imagined:)

      1. Stay Connected

      Add these to your contacts so you never miss alerts,…

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      Steve posted an update 5 days ago

      5 days ago

      PayPal- The Why and the HOW!

      If PayPal or an external acquirer seriously pursued privatization, the realistic timeline would still be ~9–24 months, even in an aggressive scenario. That window reflects the reality of large-cap take-privates: board approvals, financing commitments, shareholder votes, regulatory review, and operational due diligence…

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      Steve posted an update 5 days ago

      5 days ago

      Lots of tax refunds are hitting over the coming weeks, and historically a meaningful portion of that money finds its way into consumer spending and the stock market.

      That creates a powerful near-term tailwind:

      • Increased retail inflows

      • Higher discretionary spending

      • More call buying and momentum chasing

      • Stronger bid under liquid, well-known…

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      dcast, Martin and 2 others
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    • Profile photo of Steve

      Steve posted an update 5 days ago

      5 days ago

      Big YTD 2026 Tech Drawdowns (High‑Quality Large Caps)

      • ServiceNow (NOW) – One of the hardest‑hit large software leaders, down roughly 28–29% YTD 2026 by mid‑February.

      • Salesforce (CRM) – Another software/AI stalwart, down about 27% YTD 2026 over the same period.

      • Microsoft (MSFT) – Roughly −16% YTD 2026 around mid‑February after a sharp…

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      Steve posted an update 6 days ago

      6 days ago

      PayPal (PYPL) is trading in the low‑40s after a brutal multi‑year reset, despite still being a highly profitable, cash‑rich payments franchise. The story got crushed, but the underlying business remains solid, which is exactly the type of beaten‑down name that fits a high‑conviction thesis play.

      PYPL thesis-

      • Price and drawdown: PYPL is roughly…

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      cmassey97 and Howie
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