Yeah, but you have to take this information with a 'grain of salt'. It's all coming off the recent launch into the US. Also, this data has come from the post Christmas period, which as I've said previously is part of their better period (along with the pre-Christmas season).
Also, how do you define what "strong" is when there is little to compare it to. The US expansion has only been going on for less than 1 year.
This is very similar to what Big Review TV said when it first expanded into the US. It's easy to spend a lot on marketing and promotion and enter a new large market and generate growth headlines such as those.
It's extremely unlikely that Afterpay will be able to reproduce it's same success without the free news and social media buzz it had. Also, with increased competition, delayed entry, and operating from outside the US, this would make it even harder.
I'm not saying that things aren't going well in the US for Afterpay. It's just that it's way too early to see. The market has already priced in success based on dubious evidence and irrational exuberance.
Over $25m worth or shorts yesterday:
https://www.shortman.com.au/stock?q=apt
Down again today.