$Affirm Holdings, Inc.(AFRM)$ If the economy doesn’t pick up quick and the AMAZON/ Walmart deal doesn’t get resolved like today…. 18 months from now AFFIRM will be insolvent— “Peloton”
Which is AFFIRM “cash cow” is in BIG TIME trouble.

 — Affirm is watching 25% of its revenues evaporating

— MasterCard entered the space, another 20% of ( potential ) revenues growth gone

— SOFI entered the space another 10% of ( potential )revenues growth gone

 Lots of downside!!