2 ideas from this batch

Stripe and Advent offer $53B to buy PayPal at $60.50/share — merger arbitrage play on the buyout spread

Stripe and Advent have reportedly made a joint offer to acquire PayPal at $60.50 per share, a 28% premium to its previous closing price. PayPal's stock jumped 15% in premarket trading, which means it's still trading below the full offer pri

AI hardware demand is real and surging — long the semiconductor buildout

TSMC just announced a massive 77% jump in quarterly profit and raised its spending forecasts, explicitly stating that the AI boom still has at least three years of runaway growth left. This demand isn't happening in a vacuum; it directly fu