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Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)

Chit Chat Stocks

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Skepticism in the Tech Finance Landscape

This chapter explores the implications of Afterpay's acquisition by a larger tech company, highlighting concerns over market performance and user engagement. The discussion critiques competitor strategies in the payment app space while questioning the effectiveness of AI in transforming the shopping experience. The chapter concludes with an analysis of a financial service company’s struggles and encourages further engagement on their Substack platform.

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