$Visa(V.US) and $Paypal(PYPL.US) both saw slight declines. Visa's card transaction volume continues to grow steadily, but its valuation is already fully priced in, lacking new catalysts. For PayPal, concerns about its payment share being squeezed by wallets and buy-now-pay-later services have not dissipated. Both are in a phase of slowly grinding through their valuations; holding them feels a bit lukewarm 🫠
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