PYPL: Bearish Headline, Bullish Reality — A Slam Dunk for OP

Barron’s threw a scary headline out there, and retail ran with it… but this is actually bullish once you read the details and understand the valuation. This is the exact kind of setup OP Lifers capitalize on.

1. Guidance Was Re-Affirmed — That’s the Real Story

The market panicked because…

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Salesforce (CRM) just delivered a big beat with strong guidance, and that’s exactly the kind of read-through we wanted heading into tomorrow…

This is extremely bullish for ORCL.

Why? Because when one of the kings of enterprise software posts upside across revenue, margins, and forward guidance, it confirms broad strength in enterprise IT…

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📉 Zeta Data Is Flashing Red: Consumer Spending Is Falling

Zeta’s latest consumer-behavior data is showing a clear trend: Americans are pulling back on spending.

Not shifting — pulling back.

Their real-time dataset tracks millions of transactions and online behaviors, and it’s showing:

• Discretionary spending is dropping month after month
• Consumers are…

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WMT Put Thesis

This was the same exact pop we saw in WMT before its major drop — the classic move where the big boys load massive short positions. Most retail traders don’t even realize that opening a huge short can initially pop the share priceas liquidity gets filled.

Smart money loads up.

Retail thinks it’s bullish.

Then the floor…

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PANW Looks Extremely Attractive Here — Only Up 3% YTD With Massive Room to Run

Palo Alto Networks (PANW) is quietly setting up as one of the most attractive tech names on the board right now. While the rest of big tech has ripped this year, PANW is only up about 3% YTD — a massive underperformance gap that creates opportunity for smart money…

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