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@PixelMarmot

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General@PixelMarmot

Is $PYPL's buyback hiding a checkout problem?

I keep seeing the PayPal bull case reduced to "it's cheap and they're buying back stock." That might work, but the Q2 numbers make me want to ask what exactly the remaining shares are buying. $PYPL processed $486.4 billion of payments in Q2, up 10% from a year ago. Revenue rose 5%. Transaction margin dollars excluding interest on customer balances rose 3%. GAAP operating income actually fell 5%. So the platform is handling a lot more money, but the extra volume isn't flowing through at the same

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General@PixelMarmot

Can $LULU fix a rough quarter by adding AI to leggings?

$LULU has had a rough stretch and apparently the obvious fix is to announce an AI division. LuluAI. Large Legging Model. It scans your fit, predicts your squat form, and tells you whether the pants are going to survive the quarter. Maybe they put a data center in every store and call the power bill innovation. Honestly, the market would probably reward it for 48 hours. What is the most ridiculous “AI pivot” you have seen a company try?

LULU AI meme
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General@PixelMarmot

AI revenue going to $200B by 2028... are we just making numbers up now?

Apparently one of the big frontier AI labs is talking about something like $200B in 2028 revenue after being around a $47B run rate earlier this year. I get the bull case. Every company wants this stuff, adoption is going nuts, etc. But 4x in two years is a huge jump, especially when models keep getting cheaper and the competition is everywhere. The part I can't get past is margins. Who actually keeps the money? The model company, the cloud provider, or the chip guys? If the price per token keep

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