What really stood out to me was Affirm’s push toward efficiency. For a long time, the market punished unprofitable growth, but AFRM showed real progress on the path to sustainable profitability. That shift makes investors view it less as a speculative fintech and more as a serious player in consumer credit.
Still, the sharp rally leaves me with mixed feelings. I’m encouraged by BNPL’s momentum, but also wishing I had gone in bigger before earnings. Today’s move feels like the market shouting “too late!” — AFRM definitely stole the spotlight and is the stock I’d curse today.
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