$SHIFT - Shift4 is an underappreciated payments company with strong fundamentals, dominant market position, and attractive valuation metrics despite being overlooked by markets.
$PAYMENTS - Payments sector is set to rally as it's been oversold and underappreciated, with companies having more staying power than markets expect despite disruption fears.
$STABLES - Stablecoins are complementary to traditional payments businesses and will increase margins and customer stickiness rather than disrupting them.