Monday, October 27

• Market Tone: Futures pointed higher as traders positioned ahead of the busiest earnings week of the quarter.
• Geopolitics: Reports suggested U.S. and China negotiators made progress ahead of the Trump–Xi meeting later in the week. Markets saw optimism that new trade terms or tariff rollbacks could be discussed.
• No major U.S. data…

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Thesis: PayPal — The Sleeping Giant of Fintech and AI Monetization1. Deeply Undervalued Relative to Its Moats

PayPal (NASDAQ: PYPL) is trading at valuations that make little sense when measured against its entrenched position in global digital payments. With a forward P/E near 14—compared to the 25-35 range common among peers like Block (SQ),…

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Wall Street Got It Wrong on Netflix — Here’s Why It Should Be Pumping, Not Dropping

Once again, Wall Street’s knee-jerk reaction has completely missed the bigger picture. Netflix (NFLX) delivered another strong quarter — growing revenues, expanding margins, and cementing its dominance as the global leader in streaming and content…

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