None of this makes sense or is supported by the facts. Stripe is reportedly valued at $159B, PayPal's market cap is currently $52.59B, and your claims about memes and Wall St are asserted without any citations or facts.

[disclaimer: I used to work at stripe]

I agree with you in principle but I don't think that market cap is the right metric. Market cap captures a lot of assumptions around product mix and growth rates that have been in Stripe's favor for a long time.

The most apples-to-apples comparison is just looking at payments volume and ignoring all their other products. In that case, Stripe just recently overtook PayPal! PayPal is enormous! But Stripe has that compounding growth on its side and GP's argument has become outdated in a short amount of time.

This is ignoring the bit about pc which I just disagree with.