“you are creating a competitor to Visa and Mastercard because you now have upwards of 6 or 700 million accounts... Stripe gets access to an ultra-lowcost set of payment rails literally like to zero bri”
Stripe and Advent are bidding 53 billion dollars to buy PayPal and build a zero-cost payment network that bypasses Mastercard entirely.
“you are creating a competitor to Visa and Mastercard because you now have upwards of 6 or 700 million accounts... Stripe gets access to an ultra-lowcost set of payment rails literally like to zero bri”
A massive 700 million account merger between Stripe, Block, and PayPal threatens to bypass Visa entirely by building a zero-cost global payment network.
“The other thing is this is probably not the final clearing price. I think the price is probably another 10 to 15% higher from here. And and I will say that there is a certain individual that must look”
A looming bidding war for PayPal will force buyers to cough up a 10 to 15 percent premium over the initial $60.50 offer.
“Uber just bought delivery hero today... they're getting diluted 10%. It's going to jump their revenue 24% or something crazy like that.”
Uber is devouring Delivery Hero to instantly boost revenue by 24% while only diluting shareholders by a mere 10%.
“I think Apple is a screaming buy right now. Uh and I this not financial advice, but my lord, that company could just run the table on AI if they get this right.”
Apple destroys cloud AI costs by letting companies run massive frontier models directly on desktop computers using upcoming M7 chips with 1.5TB of memory.
“there's a very large solar company called Sunrun. They just announced this week that they're making distributed data center blocks that you can put in your house.”
Sunrun captures the edge compute market by launching a July 2026 pilot that transforms residential solar setups into distributed AI data centers.
“Now, there are new solutions like Bloom Energy, which allows you to have huge installations and still fall under the the the personal use clean air permit.”
Bloom Energy bypasses 2 to 5 year grid connection queues by exploiting a regulatory loophole that clears massive power installations under personal use permits.
“Calico which is Google's kind of you know age reversal startup... they were able to eliminate 55% of the CML on the skin which basically reversed the skin's age... The first market will be cosmetic...”
Google's Calico unit engineered a new enzyme that reverses human skin age back to 31, unlocking a massive $2 trillion cosmetic market for the tech giant.