Unlocking PayPal's Upside Potential with Venmo and Merchant Solutions

PayPal's Venmo and merchant solutions are driving upside potential, IREN's pivot from Bitcoin mining to AI infrastructure is adding value, and Cadeler's fleet expansion rides offshore wind growth.

PayPal's Venmo and merchant solutions are driving upside potential, as the company continues to expand its services and customer base. Venmo, PayPal's mobile payment service, has seen significant growth, with a user base that has more than doubled in the past year. This growth is driven by the increasing adoption of mobile payments and the convenience that Venmo offers to users. Additionally, PayPal's merchant solutions, which provide businesses with tools to accept payments, have seen strong growth, as more businesses adopt digital payment methods.

IREN Limited, a mid-cap gem that has been flying under the radar of many investors, has made a strategic pivot away from Bitcoin mining and into data center development, with a focus on AI infrastructure. The company has seen its stock price soar, up over 186% year-to-date, as investors recognize the bullish opportunity in AI infrastructure. IREN's Prince George facility is being repurposed into a high-performance computing (HPC) hub focused on AI and other enterprise workloads, and the company is building new facilities designed specifically for AI infrastructure. IREN currently operates 1,900 NVIDIA graphics processing units (GPUs) and plans to increase that number to 10,900 GPUs by the end of the year, with a forecast of $200 million to $250 million in annual AI cloud revenue. The company has also arranged non-dilutive financing with 36-month leases on all its GPUs, allowing for rapid expansion without diluting shareholder value [1].

Cadeler is expanding its fleet to take advantage of offshore wind growth. The company is investing in new vessels to support the growing demand for offshore wind energy. This expansion is driven by the increasing adoption of renewable energy sources and the need for more efficient and sustainable energy solutions. Cadeler's fleet expansion is expected to contribute to the company's growth and profitability in the coming years.

References:
[1] https://www.investing.com/analysis/iren-is-up-186-ytd-on-ai-pivotand-its-just-getting-started-200666340
[2] https://www.ainvest.com/news/iren-limited-riding-ai-wave-bitcoin-bubble-2509/