u/halfrepshalfretail

1 thesis · first seen Oct 1, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$KLARr/wallstreetbetsDDbullish
u/halfrepshalfretail · 24h agono track record yet
Long KLAR $10C exp Jan 1
Long KLAR $12.5C exp Jan 1
Long KLAR $15C exp Jan 1

BNPL Degen Returns: Why $KLAR will double from here

Klarna is fundamentally undervalued at $12.50 with depressed multiples despite 25-30% revenue growth and approaching profitability. Fair Financing expansion (82% YoY growth) and aggressive US expansion via JPM and Apple partnerships will drive margin expansion and re-rate the stock to $20-25 by Q4 earnings (Feb 2027), supported by insider buying from CEO and Sequoia chairman.

Now $13.80as of Sep 18, 4:30 PM ET
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End of results.