The eCommerce/fintech/small-biz-tech space generally is really heating up this year. Small timeline: * Verifone was acquired in early April. * Square acquires

The eCommerce/fintech/small-biz-tech space generally is really heating up this year. Small timeline: * Verifone was acquired in early April. * Square acquires Weebly in late April (to round out itself in eCommerce, which was its weakness vs Shopify) * PayPal acquires iZettle in May (to compete with SQ where they failed in the past with its homegrown product) * Square just yesterday issues $750 in convertible notes (I have a lot of speculation on this one, but something big is brewing) * Adobe acquired Magento today (SHOP stock way down on the news) Earlier, when Amazon mulled p2p payments (Square has Cash App, PYPL has Venmo), both stocks dip on the announcement, which was otherwise pretty hollow PR. Amazon actually had a Square/iZettle competitor called Amazon Register that they shut down back in 2015, so I would not be surprised if they want to get back into transaction spaces. Also wouldn't be surprised if they made a bid for SHOP or SQ within 2 years in order to get into eCommerce and small biz tech generally. Both SQ and SHOP and PYPL have had nice years, stock price wise. Disclosure: I'm watching this space very closely and am long SQ, AMZN.