To The Moon

$Affirm Holdings, Inc.(AFRM)$ $Airbnb, Inc.(ABNB)$ $Amazon.com(AMZN)$  Executive Summary: I’m convinced Affirm has entered its profitability inflection point, transforming BNPL from a concept into a structural rerating story. The company not only delivered a major earnings beat but also secured a five-year extension with Amazon through January 2031; this locks in long-term volume visibility and de-risks future growth. Affirm posted record Q1 FY2026 GMV of $10.8B, up 42% year over year, revenue of $933M, and a net profit of $81M, swinging from last year’s $100M loss. The stock traded around $72.44 after earnings and remains coiled below the critical 0.786 Fib

$Affirm Holdings, Inc.(AFRM)$ $Airbnb, Inc.(ABNB)$ $Amazon.com(AMZN)$  Executive Summary: I’m convinced Affirm has entered its profitability inflection point, transforming BNPL from a concept into a structural rerating story. The company not only delivered a major earnings beat but also secured a five-year extension with Amazon through January 2031; this locks in long-term volume visibility and de-risks future growth. Affirm posted record Q1 FY2026 GMV of $10.8B, up 42% year over year, revenue of $933M, and a net profit of $81M, swinging from last year’s $100M loss. The stock traded around $72.44 after earnings and remains coiled below the critical 0.786 Fib