PayPal has become investable again due to the potential of agentic commerce, though it's a slow, long-term thesis.
Source Post
Muse AI makes PayPal Investable Again?
Sep 23, 2026
The creator discusses PayPal's potential investability driven by the emergence of agentic commerce, acknowledging it's a long-term thesis. While not currently buying, they believe PayPal has become investable again due to its trusted brand in online payments and potential for re-acceleration.
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