Jan. 17 at 4:35 PM
$PYPL This isn’t price discovery — it’s narrative warfare.
PayPal isn’t being sold because it’s broken, but because sentiment is. When analysts, media, and shorts repeat vague accusations without new data, that’s not analysis — it’s coordinated consensus.
“Shady accounting” without evidence is a fear tactic, not a thesis. The facts are simple: PayPal is GAAP profitable, cash-flow positive, buying back stock, and embedded in global commerce.
This isn’t a failing company — it’s a mispriced one.
Dead companies are ignored.
Controversial ones are accumulated.
This is late-stage fear.
The pile-on isn’t the end — it’s the transfer.