After analysis, bought again and increased the buyin to $SQ (-7,37 %) , $AAPL (-7,06 %) and $PYPL (-3,98 %) lowered.

$TSLA (-9,59 %) & $NVDA (-7,77 %) Short run perfectly!

$HIMS (-9,67 %)

$PYPL (-3,98 %)

$NKE (+3,52 %)

$NOVO B (-6,2 %)

$NU (-8,23 %)

The free fall of these shares continues. How many buyers will continue to fall 🔪 ?

How much money will continue to be burned 🔥 ?

Perhaps faith and hope is not a good indicator on the stock market after all 😕

Very slowly you can start thinking about collecting solid shares 🤑

1 Meta Platforms (A)

Meta is investing heavily in AI and the metaverse - an exciting tech giant with solid cash flow after the correction.

2. paypal

Fintech giant with a strong market position in digital payments - currently valued more favorably due to the correction.

3. realty income

Stable dividend payer ("Monthly Dividend Company") from the real estate sector - down due to interest rate concerns, now an attractive entry point.

4. salesforce

Market leader in CRM software with good growth prospects - the correction is pushing the price down to a more interesting level.

5 Shopify (A)

E-commerce enabler with potential to profit from global online trade - more attractive again after setbacks.

6. target

Solid retail company with stable sales - fallen due to economic uncertainties and now valued more excitingly.

7 The Trade Desk (A)

Profiteer of growing digital advertising - currently cheaper due to tech sector correction.

8 Zeta Global Holdings

Growing in data-driven marketing - still a small cap with opportunities due to current valuation weakness.

9 Alphabet (A)

Google parent with strong AI and cloud position - correction offers long-term investors favorable entry opportunities.

10. amazon.com

Market leader in e-commerce and strong in the cloud sector (AWS) - currently more exciting again after declines.

11. ASML

Monopolist in EUV lithography machines for the chip industry - cheaper due to market downturn, but essential in the long term.

12. diageo

Strong consumer goods stock (e.g. spirits) - currently under pressure due to economic concerns, which creates good opportunities for additional buying.

13. HCA Healthcare

Largest private hospital operator in the USA - defensive business model, more interesting valuation after the correction.

14. Lam Research

Important supplier for the semiconductor industry - currently affected by the weak semiconductor market, but enormously important in the long term.

With these words, I wish you a pleasant Sunday evening and a successful week! $META (-4,23 %)
$LRCX (-8,29 %)
$HCA (-4 %)
$DGE (-1,6 %)
$ASML (-1,89 %)
$AMZN (-2,47 %)
$GOOGL (-1,82 %)
$ZETA (-7,14 %)
$TTD (-4,45 %)
$TGT (+1,47 %)
$SHOP (-8,14 %)
$CRM (-4,27 %)
$O (-2,23 %)
$PYPL (-3,98 %)

#etfs
#dividends
#stockanalysis
#aktien
#tech

What is your current position on $PYPL (-3,98 %) ? Should you take the dip with you or will it go even lower?

The way I see it $PYPL (-3,98 %) should not be too strongly influenced by the whole customs policy, as people always have to buy and pay somewhere. I still see great potential in the future.

What do you think?

Perfect time to stock up...

In the next 1-2 weeks I will continue to hold $GOOGL (-1,82 %)
$PYPL (-3,98 %) and perhaps build up a position in $AMZN (-2,47 %) build up a position,

what is your opinion? How do you proceed

Subscribe to the podcast to help Starlink and SpaceX go public.

00:00:00 Trade war, tariffs, market environment

00:13:54 Bitcoin, Coinbase, strategy, Robinhood

00:39:50 PayPal

01:02:00 Nvidia

01:21:00 Tesla

01:44:00 SpaceX & Starlink

01:56:40 Hamburg election

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$NVDA (-7,77 %)
$TSLA (-9,59 %)
$BTC (+2,23 %)
$SOL (+4,96 %)
$ETH (+0,55 %)
$XRP (+3,72 %)
$ADA (+2,19 %)
$COIN (-6,35 %)
$MSTR (+3,87 %)
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$PYPL (-3,98 %)
#starlink
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$AAPL (-7,06 %)
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$GOOGL (-1,82 %)
$GOOG (-1,71 %)

As a listener of the PayPal ($PYPL (-3,98 %) ) Investor Day in New York, I experienced an exciting day full of insights into the company's future plans and strategic changes.

Under the motto "Transforming Commerce for Durable Growth" the new management team around CEO Alex Chriss presented a vision that goes far beyond traditional payment services. He emphasized that PayPal is evolving from a pure payment company into a comprehensive commerce platform platform. This transformation should enable merchants and consumers to better connect in an increasingly complex digital world and create personalized shopping experiences.

The CEO highlighted the current challenges in e-commerce: consumers are faced with a flood of offers and are looking for trustworthy and worthwhile options. At the same time, retailers are struggling with rising customer acquisition costs and the desire to stand out in the digital world.

To meet these challenges, Chriss presented the vision of a commerce platform based on the following pillars:

- Omnipresence: PayPal should not only be available online, but everywhere - in-store, in new technologies and wherever customers and merchants want to carry out transactions.

- Personalization: Using customer data and AI to create personalized shopping experiences that bring consumers and merchants together.

- Smart wallets: The PayPal Wallet is intended to be more than just a collection of payment methods. It is designed to help consumers make the smartest choices and make the best use of their money.

- End-to-end commerce journey: PayPal wants to support merchants not only with payment processing, but also with customer acquisition and retention.

- ,Unified platform: By merging various internal platforms and using AI, the aim is to enable a more efficient and data-driven way of working.

CTO Srini Venkatesan explained the technological investments required to realize this vision. The focus is on bringing together different product platforms on a common basis in order to increase the speed of development and ensure a consistent customer experience. Furthermore, the creation of a central customer view to enable personalized offers and services and a process to optimize development processes in order to achieve faster releases and a higher speed to market.

In addition, the use of AI to automate tasks, improve decision-making and personalize customer experiences is an important part of the strategy.

Diego Scotti, responsible for the consumer business, presented a strategy based on two strong brands: PayPal and Venmo. PayPal is intended to be the easiest, safest and most rewarding way to pay to pay, send money and save. PayPal should be accepted everywhere consumers shop - online, in-store, via P2P or even with crypto. PayPal should offer flexible payment options that meet the individual needs of consumers and should offer consumers added value through rewards, offers and personalized shopping experiences.

Michelle Gill explained the strategy for small and medium-sized enterprises (SMEs). PayPal wants to be the indispensable platform that helps them to grow and be successful. This is to be achieved through an improved go-to-market strategy, product innovations and stronger customer loyalty.

Frank Keller spoke about the growth plans for the Enterprise business, also known as Braintree. He emphasized that PayPal Checkout is at the heart of the business. For consumers, it needs to be fast, easy and personalized. For merchants, it needs to increase conversion.

Suzan Kereere presented the strategy for the global markets. She emphasized that PayPal needs a strong global presence but still has a lot of untapped potential. To tap this potential, PayPal wants to expand its reach, increase its relevance and accelerate its impact.

CFO Jamie Miller explained the company's financial goals. PayPal wants to grow volume faster than e-commerce growth, achieve high single-digit transaction margin growth, invest in innovation and optimize the cost base. The goal is to achieve low double-digit growth in non-GAAP earnings per share and grow free cash flow in line with earnings.

Following the presentations, analysts had the opportunity to ask questions. The main questions and answers were:

How can PayPal get its customers to use more products? Suzan Kereere explained that PayPal has developed a playbook to identify customer needs and offer appropriate solutions. Alex Chriss emphasized that the organization is now more customer-centric and the different product teams are working better together.

How does PayPal take into account the competition from Apple Pay and other payment services? Alex Chriss emphasized that PayPal must provide a first-class customer experience, but also invest in the future of commerce to create personalized shopping experiences.

Can PayPal achieve the accelerated growth of branded checkout with the same economics? Alex Chriss explained that PayPal creates value for merchants by creating personalized shopping experiences and attracting new customers. Jamie Miller added that many of the initiatives around branded checkout are high margin.

How can PayPal get customers to use PayPal or Venmo more often? Diego Scotti explained that PayPal will introduce a rewards system that rewards customers for using the entire PayPal ecosystem.

How can PayPal compete with Stripe and Adyen? Frank Keller explained that PayPal is focusing on high-margin value-added services and targeted expansion in specific regions and industries. Alex Chriss emphasized that PayPal will use its unique assets to play "unfair games" in competition.

The PayPal Investor Day gave the impression of a company in transition. The new leadership team has a clear vision for the future and is determined to develop PayPal into a comprehensive commerce platform. The strategies and initiatives presented are ambitious but realistic and are based on a sound analysis of the current challenges and opportunities in e-commerce.

It will be exciting to see how PayPal implements its plans in the coming years.

MercadoLibre ($MELI (-5,35 %) ) is the undisputed market leader for e-commerce and FinTech in Latin America. Often referred to as the "Amazon of South America", the company dominates with its marketplace, digital payment services and its own logistics infrastructure. But after years of growth and a correction, the question arises: Can MercadoLibre take off again in 2025?

🚀 The MercadoLibre business model

✅ MercadoLibre (e-commerce): The largest online marketplace in Latin America with strong growth. In 2024, sales increased by 20%which shows the continuing demand.

✅ Mercado Pago (FinTech): One of the leading digital payment platforms in the region, used both online and in brick-and-mortar retail.

✅ Mercado Envios (logistics): Own logistics network for faster and more efficient delivery - a major advantage over Amazon.

✅ Mercado Credito (Lending): Enables buyers and sellers to access credit and expands the business model in the direction of FinTech.

Thanks to this broad diversification MercadoLibre is not only an e-commerce company, but also a FinTech and logistics player with strong growth potential.

🏆 Competition - Who can be a threat to MercadoLibre?

🔸 Amazon $AMZN (-2,47 %)
: Global giant, but with lower market penetration in Latin America.

🔸 Sea Limited (Shopee) $SE: (-10,57 %) An emerging threat in e-commerce, especially in Brazil.

🔸 Nubank & StoneCo $NU (-8,23 %)
: Strong FinTech competitors entering the payments market.

🔸 Alibaba (AliExpress) $9988 (-11,85 %)
: Focuses on low-cost imported products - but without its own logistics in the region.

Despite tough competition, MercadoLibre remains the market leader - mainly due to its logistics network, which Amazon and Shopee do not yet offer at this level in Latin America.

📈 Growth potential: why MercadoLibre could take off in 2025

✅ E-commerce boom: Online retail in Latin America continues to grow. Annual growth of 15% is expected until 2026 (Statista).

✅ Digitalization:
In 2024, internet usage in Latin America increased by 8%which creates the basis for further growth in online retail and digital financial services.

✅ Logistics advantage: MercadoLibre has acquired Mercado Envios an infrastructure that dominates the market.

✅ FinTech growth: With Mercado Pago and Mercado Credito the company is developing into a kind of "PayPal $PYPL (-3,98 %)
& Klarna of Latin America".

✅ Latin America as a growth market: While markets such as the USA and Europe are more mature, Latin America still offers still offers enormous potential for increasing online purchases.

⚠️ Risks: What are the challenges?

⚠️ Currency risks: The High inflation and currency fluctuations in countries such as Brazil or Argentina could depress profits.

⚠️ Fierce competition: Shopee in Brazil in particular is putting MercadoLibre under pressure.

⚠️ Regulations: Political uncertainties and possible new regulations for digital financial services could slow down growth.

⚠️ Rising financing costs:
Mercado Credito is growing, but higher interest rates could weigh on the lending business.

📊 Conclusion: turnaround candidate for 2025?

MercadoLibre remains the dominant player in Latin America and is benefiting from growing digitalization and rising e-commerce sales. Despite currency risks and competition the company has strong growth driversthat make it interesting in the long term.

🔥 Turnaround candidate or long-term winner? What do you think - will MercadoLibre remain number 1 or will the competition catch up?