Shift4 Payments Stock Discussion

Scion Asset Management (AUM: $52M)
*Buys: $Shift4 Payments (FOUR.US)$ , $Molina Healthcare (MOH.US)$ , $Hudson Pacific Properties Inc (HPP.US)$ , $Olaplex (OLPX.US)$ , $BioAtla (BCAB.US)$
*Adds: $Baidu (BIDU.US)$ , $Alibaba (BABA.US)$
*Reduced: $JD.com (JD.US)$ , $TheRealReal (REAL.US)$
*Sold: $HCA Healthcare (HCA.US)$ , $Citigroup (C.US)$ $Sprott Physical Gold Trust (PHYS.US)$ , $Block (SQ.US)$ , $The Cigna Group (CI.US)$ , $Advance Auto Parts (AAP.US)$ , $BP PLC (BP.US)$ , ...

$Block (SQ.US)$  they're expanding into building ASICs for Bitcoin mining and they seem to be doing a decent job at it and these ASICs they might see some use in AI as well to challenge NVDA in the future so there is some prospect here
i started a position yesterday i already own a number of Fintech names $Nu Holdings (NU.US)$ $Shift4 Payments (FOUR.US)$ $SoFi Technologies (SOFI.US)$  but I didn't have this yet
this is an investment position so I'm p...

$Shift4 Payments (FOUR.US)$ first of all i love founder-led companies it's a key sign I look for in winning companies you look at CRWD, NVDA, AMZN, META they are all founder led and that has done amazing things for the company's long term growth
second of all this guy the CEO has been loading up on class A common shares that's always good to see and if you look at this guy he started this company when he was very young and he's been able to do pretty solid stuff...

Maintain profitability while experiencing rapid growth! A new era for technology stocks?
What are the secrets to the success of $CrowdStrike (CRWD.US)$  , $Duolingo (DUOL.US)$  , $Shift4 Payments (FOUR.US)$  , and $Applovin (APP.US)$  ? In this week's Opportunity Mining, let's uncover their success. Insight into another investment opportunity under the wave of tech stocks. 🔥

$Shift4 Payments (FOUR.US)$ 👀billion bid war looks good

$Shift4 Payments (FOUR.US)$ 👀more bump? watching for morning sell off or afternoon support hold !

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $Netflix (NFLX.US)$  / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
Internet || $Meta Platforms (META.US)$ / $Alphabet-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $Amazon (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / ...

Here is a list of growth stocks on my radar for next year
$Adyen N.V. Unsponsored ADR (ADYEY.US)$ $Celsius Holdings (CELH.US)$ $CrowdStrike (CRWD.US)$ $Datadog (DDOG.US)$ $DLocal (DLO.US)$ $Duolingo (DUOL.US)$ $Shift4 Payments (FOUR.US)$ $Global-E Online (GLBE.US)$ $Mobileye Global (MBLY.US)$ $MercadoLibre (MELI.US)$ $monday.com (MNDY.US)$ $Cloudflare (NET.US)$ $Nu Holdings (NU.US)$ $NVIDIA (NVDA.US)$ $On Holding (ONON.US)$ $Snowflake (SNOW.US)$ $Tesla (TSLA.US)$ $Zscaler (ZS.US)$
All of the above...