To The Moon

$Shift4 Payments, Inc.(FOUR)$ $PayPal(PYPL)$ $eToro Group Ltd.(ETOR)$ 🚀💰📊 Shift4 Payments: FCF Yield at All-Time Highs While Shorts Load Up 📊💰🚀

🔎 Free Cash Flow Yield Explosion

The following FCF yields have hit an all-time high:

• $PYPL 12.04%

• $FOUR 11.50%

• $ETOR 9.04% (IPO)

• $FI 8.80%

• $PAYO 8.34%

• $ADBE 6.51%

• $LULU 6.32%

• $CRM 6.23%

• $FDS 5.90%

• $MORN 4.97%

• $WDAY 4.33%

• $TDD 3.97%

• $MNDY 3.28%

• $DUOL 2.94%

• $HUBS 2.41%

$FOUR’s levered free cash flow yield keeps going higher and higher, now at 11.45%. Since 2020, revenue has been growing at 48% annually, and heading into 2026 the company expects another 20% growth in both revenue and EPS.

📉 Valuation Disconnect

EV/EBITDA has dropped to an all-time low while FCF is at an all-time high. This disconnect is glaring. The CEO himself stepped in to buy shares at $83, and the current price sits at $79.12. Insiders are clearly sending a message.

🔥 Short Interest Dynamics

Short interest stands at 18.29% with days to cover climbing to 9.28. That’s a powder keg. Looking at the data, short positioning has seen wild swings; with more than 1M shares shifting in and out across multiple settlement periods. The latest shows nearly 2M shares short, and yet the fundamentals remain strong.

📈 Technical Picture

On the weekly chart, $FOUR has corrected hard off its $116 highs, now trading around $79. Keltner and Bollinger bands are curling tighter, momentum looks oversold, and compression is building. With EV/EBITDA and FCF yields diverging this strongly, any catalyst: insider buying, earnings beats, or a short unwind, could trigger a sharp rebound.

💡 Business Model Advantage

I like $FOUR from the list; it has a very simple business model and an easy, predictable way to generate revenue. That clarity matters when assessing undervaluation.

💰 Watching $ETOR

30% of $ETOR is cash. I’ve known the company since 2013, but with it still fresh off IPO, I’m just watching for now.

👉 The $FOUR setup is remarkable:

• FCF yield at 11%+ and still climbing

• EV/EBITDA at record lows

• Insider buying at levels above current price

• Short interest at 18% with 9.28 days to cover

• Revenue and EPS growth expected at 20%

Absolutely wild! It’s not surprising to see a lower price here, but with this mix of fundamentals and positioning, $FOUR looks undervalued right now.

📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀

Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerObserver @TigerStars @TigerPM @1PC