Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
X$PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also failed to be early in agentic commerce as others like $GOOGL pushed ahead
That’s why trading at 9x earnings doesn’t matter & why today feels like a long-overdue capitulation for shareholders
158 likes23 repliesPosted Feb 3, 2026