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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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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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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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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OptionsPlayers Stock Spotlight – Netflix (NFLX)

As of February 2026, NFLX is trading in the high-$70s, sitting near its 52-week low and well below its recent 12-month highs—despite solid fundamentals.

Quick Stats (approx.):

• Price: $77–79 (near 52-week low)

• 52-week range: ~$75 – $134

• Market cap: ~$330B+

• Valuation: ~30x P/E, ~7–8x…

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