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The idea is that if Stripe, PayPal, and Block were to merge, the combined company would be large enough to build its own payment infrastructure and route transactions without ever touching Mastercard's network, potentially stripping away the fees Mastercard collects on a massive portion of digital payments and making the stock a sell.
Ramp just launched a product that helps companies track and control what they're spending on AI tools like ChatGPT and Claude — and with that spending exploding across corporate America, the argument is that Ramp is perfectly placed to become the go-to platform for managing this new category of business expense, which should drive real growth in its stock.
The All-In Podcast is bullish on CLNE because America is headed toward a severe electricity shortage over the next few decades — driven by AI data centers and other surging demand — and companies like CLNE that help build out clean power infrastructure stand to benefit enormously from that gap between supply and demand.