AfterPay is an E-Commerce Business. Apple Pay is a payment method., page-21

Having a 90% "BNPL" portfolio was hardly ever a "prudent risk management" strategy was it? So I don't think it would be fair to say doing otherwise would be a "Hodl at all cost" strategy.

I'm not having a go, it's just interesting seeing how this particular catalyst has changed investors position so materially.

I agree this was a very significant headline and development, but I'm not convinced it really changes the investment thesis. Im genuinely shocked that others didn't see something like this coming.