$IREN (+5,31 %)
$SOFI (+0,48 %)

First of all, I have not checked these values exactly and do not know from which date they originate, but could mean even more upside for $IREN (+5,31 %) especially if more hype comes in here.

PEG < 1 usually means mispriced growth

PEG > 2 is where you start hitting the danger zone

PEG ratios right now:

- $HOOD (+0,56 %) ~6.6x

- $CIFR (+2,49 %) ~4.3x

- $HIMS (-0,1 %) ~3.4x

- $AAPL (-0,08 %) ~3.3x

- $ORCL (+0,26 %) ~3.1x

- $MSFT (+0,09 %) ~2.4x

- $PLTR (+0,29 %) ~1.8x

- $CRM (+0,19 %) ~1.8x

- $AMD (+0,9 %) ~1.8x

- $AMZN (+0,11 %) ~1.6x

-$ASML (+0,31 %) ~1.5x

- $META (+0,28 %) ~1.4x

- $ADBE (+0,18 %) ~1.2x

- $AVGO (+0,04 %) ~1.1x

- $GOOGL (-0,23 %) ~1.0x

- $PYPL (+2,16 %) ~0.9x

- $TSM (+1,65 %) ~0.7x

- $NVDA (+0,18 %) ~0.7x

- $SOFI (+0,48 %) ~0.6x

- $IREN (+5,31 %) ~0.3x

https://x.com/stocksavvyshay/status/1974838017815957797?s=46&t=5M46IuHFFx0VtfxNNuG8NA

If we look at the current PEG ratio, this is a very bullish sign for $GOOGL (-0,23 %)
$IREN (+5,31 %)
$SOFI (+0,48 %)
$PYPL (+2,16 %)
$2330

PEG Ratio: P/E/expected earnings growth

if this value is <1 the company is undervalued according to Lynch!

After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (+0 %) . $KSPI (+1,51 %) is out for me with +20% after a good run.

A bit of "stability" is provided by $DSFIR (+0,18 %) and $MUM (-0,16 %) although I hope to have bought them at a relatively low level. We will see...

Otherwise, onwards:

$DEFI (+0 %)

$IREN (+5,31 %)

$CELH

$PYPL (+2,16 %)

$FSLR (-0,01 %)

good investment to all!

$PYPL (+2,16 %) for my long term cake. @Part_Time_Joe made me think it through, and I have decided it is a good decision. ( Or did I just have too much "green" in my portfolio :) )

Google $GOOGL (-0,23 %) and PayPal $PYPL (+2,16 %) announced a multi-year strategic partnership to jointly revolutionize commerce. The goal is to create frictionless digital shopping experiences and set new standards for innovation in the commerce ecosystem.

The collaboration covers several areas:

• Agentic Shopping and Commerce ExperiencesThe companies are working together to develop new AI-supported shopping experiences. This will combine Google's AI expertise and PayPal's global payment infrastructure. They are also committed to introducing best practices such as Google's Agent Payments Protocol, a secure and scalable solution for future AI-based commerce.

• Integration of PayPal solutionsPayPal solutions such as PayPal Checkout, Hyperwallet and PayPal Payouts will be integrated into various Google products to enable seamless experiences.

• Advanced payment processingPayPal Enterprise Payments will become one of the main payment providers for card payments on Google products such as Google Cloud, Google Ads and Google Play.

• Expansion of Google Cloud usagePayPal will work with Google Cloud to modernize its technology foundations, applications and infrastructure to power the next generation of its commerce and payments platform.

This partnership is designed to provide consumers, merchants and developers with flexible tools for the next generation of digital commerce.

Let's see what this cooperation will do to the course 🤑🤞🏼

📈 Today I took an important step for my stock portfolio.

I decided to strengthen the position in $PYPL (+2,16 %) (+20 stocks) and, at the same time, to open new positions in $CMCSA (+0 %) (40 stocks) and $VZ (+0,39 %) (55 stocks).

The choice stems from two main motivations:

1️⃣ Portfolio diversification - by expanding exposure to different sectors, I reduce dependence on individual companies and increase overall stability.

2️⃣ Valuation of companies - PayPal, Comcast, and Verizon are companies that I consider to be financially sound and that, in my opinion, the market is undervaluing.

The goal is to combine potential growth and resilience in volatile phases.

🔎 I will continue to monitor performance and prospects, but I remain convinced that broadening the portfolio base on quality companies is a long-term strategic choice.

What do you think about the $KLAR (+0,75 %) share?

They are currently making losses. Personally, I often use Klarna to pay when it's offered online. Of course, there is a lot of competition like $PYPL (+2,16 %) .

The IPO has been postponed again and again. Now the shares are also available from my broker.

Should I wait and see which way the price moves, or should I go in with a small tranche?

Hello everyone,

I have already built up a small portfolio (see below), which is currently quite US and tech-heavy.

My current positions:

• iShares Core S&P 500 ETF $CSPX (+0,1 %)
• 
  Nu Holdings $NU (-0,32 %)
• 
  PayPal $PYPL (+2,16 %)
• 
  Kaspa $KAS (-0,12 %)
• 
  Bitcoin $BTC (-0,65 %)

I save the remaining positions for my little sister.

I can invest around €1,200 per month (I'm looking for 2-3 shares for this) and I'd also like to put another €2,000-3,000 into Bitcoin in the bear market.

For the savings plan, however, I am specifically looking for stocks outside the USA and without a tech focus.

Questions for you:

• Which 2-3 non-US stocks do you currently find exciting and would you recommend I take a closer look at?

I would be delighted if you could share a few ideas so that I can expand my watchlist and diversify my portfolio.

Thanks in advance!

New positions:

$PYPL (+2,16 %)

Focus H2 2025:

$PYPL (+2,16 %) Expand position (Equal with the $SOFI (+0,48 %) investment)

$ASML (+0,31 %) Expand position to €10k invested capital

Reinvest dividends accordingly.

Focus H1 2026:

Expansion of the remaining positions and entry into $BMNR (+0,93 %) (earlier if necessary).

Watchlist:

$BMNR (+0,93 %)

What do you think?

After holding the stock for over 3 years, I have now sold my first ever share.

I got carried away by the hype back then. But that's probably just as much a part of investing.

You learn from your mistakes.

At least I'll get some tax back, as I sold a large amount at a profit at the beginning of the year.