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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (78849)	1/2/2026 10:38:18 AM
From: Elroy	Read Replies (2) \| Respond to of 79150

I've never understood Paypal. What do they do that's unique? Person to person payments, person to business payments, it seems like it should be commoditized, not valuable. I know Paypal owns Venmo, and I use Venmo often. But what's to stop any entity from making a Venmo-like service? Dell was $50 2.5 years ago. Now it's 150% higher. They just sell tech hardware, right? You're not concerned that a boring tech hardware sales company has had it's market cap increased by 150% during the AI spending euphoria, and at some point in the next 1-5 years it might come back down to earth when it will......sell tech hardware? Micron is a different beast. They may have a super duper long term growth story as today there are only THREE significant makers of DRAM and HBM on the entire planet, and everyone wants those two things, so they can raise prices (ie, profits) and still sell all they can make, and since there are only three companies left in those segments none of them want to increase capacity such that it lowers prices below costs and drives the weak players out of the market (that was the strategy of the past 30 years, now the strategy is "lets enjoy being the industry winners and make big profits"). Micron yes, Dell no way, and Paypal, I don't see the story.