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Pagaya Technologies PGY
AI credit infrastructure that underwrites and funds loans for banks and fintechs, then offloads them to institutional investors for fees.
TPC editorial brief
In editorial
The TPC brief on Pagaya Technologies is in editorial.
Each per-ticker brief covers the operator-level thesis, where this name sits in the payments stack, what’s underappreciated, and the material recent moves. The TPC editorial reads on individual filings (below) are free; the consolidated brief is part of Premium when it ships.
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