ISO|Sep 22, 2026 15:46
AFRM clean channel with a good consolidation period here.
New products like Muse can accelerate the path from finding something to buying it. If agentic commerce ramps, Affirm could do well simply from more purchases flowing through the checkouts it already serves.
Paypal and Muse partnership announced.
https://x.com/alexandr_wang/status/2102418455622508722?s=20
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