mon — @jrouldz V is good too.
I just wanted one most beaten-down name in the space.
$MA down 14% YTD VS around 7% for $V. https://t.co/YGVqVHIj2A↗
Jun 20
mon — The seven beaten down quality stocks.
$SPGI. $MA. $NFLX. $MSFT. $META. $UBER. $RDDT.
Everyone's piled into AI and the semiconductor and memory names, anything with a bottleneck an…↗
Jun 14
Shay Boloor — 10 stocks near 52-week lows where the stock is broken but the business isn’t:
1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6.…
May 2026 · 21 mentions
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 19
Vulture trades 🦅 — $MA what a ripper this is gone 130%+ https://t.co/0EKsMpoCDn↗
May 19
Vulture trades 🦅 — OMG $MA UP 90% AT 2.20 FROM 1.15
I TOLD YOU https://t.co/EespboRa5T↗
May 19
Vulture trades 🦅 — $MA UP 60% AT 1.80 FROM 1.15
ARE YOU NOT ENTERTAINED?? https://t.co/ezVPX19zCf↗
April 2026 · 52 mentions
Apr 30
Alphatica — Mastercard. Our Alphatica Earnings Quality Signal CALLED it BULLISH two month's ago.
Here's what Q1 2026 delivered:
Revenue: +16% YoY
Operating income: +18% YoY
EPS: +21% YoY
O…↗
Apr 28
Alphatica — Visa beat. 25 straight.
EPS: $3.15 vs Street $3.09, beat by 1.9%
Revenue: $11.23B vs Street $10.74B, beat by 4.6%
Alphatica EPS estimate: $3.15
Actual EPS: $3.15
To the penny.…↗
Apr 27
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Alphatica — @fiscal_ai Stablecoins settled more transaction volume than Visa and Mastercard combined in 2024. The rails already exist. But rails aren't the moat, the moat is merchant integrati…↗
Mar 26
The Future Investors — $MA Mastercard is looking to sell its Nets payments unit, bought in 2019 for $3.2 bn, likely at a loss, as it moves from being a card-focused company toward broader digital and rea…↗
Mar 19
Serenity — I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA.
By $CRCL and $COIN.
From Global Markets Head at Circle:
"Over the pa…↗
Jerry Capital — Trimmed some $MRVI (turning into only a modest lost from disaster) and $ASML to buy back some $MA↗
Feb 23
Dillon Valdez — Well, Eric, don-cha-know you can’t vibe code Walmart. My OpenClaw Bot will be able to shop there for me using payments infra that doesn’t go through $MA or $V
🤷🏽♂️↗
Feb 23
Jerry Capital — still taking $GPN, but not gonna be a value bagholder, if market wants to give me $GPN for no loss and $MA back at teens earnings, hot damn maybe thats the $GPN success i needed al…↗
Feb 23
Jerry Capital — Well look at that $MA https://t.co/BSquP5IP38
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
InvestmentGuru — Evercore ISI: Best Idea List for 2026
High-conviction ideas for a K-shaped recovery and an AI-driven future
Evercore ISI just released its 2026 Best Idea List, and the message i…↗
Brian Feroldi — How to read an annual report (10k) $MA https://t.co/CmH3Z9hZCx↗
June 2025 · 1 mention
Jun 18
Ben Pouladian — Circle’s $CRCL blockbuster IPO and the rise of USDC stablecoins aren’t just fintech buzz they’re reshaping the payment world and directly challenging Visa $V & $MA Mastercard’s…↗
Chris Ray — 1. $NVDA
2. $AMD
1. $V
2. $MA
1. $SPCX
2. $RKLB
Number 2s do pretty well…↗
Jun 12
Shay Boloor — Bill Gurley says $V & $MA are “heavily threatened” by stablecoins because there is “zero reason” digital payments should still cost 2% to 3%.
USDC can move money in seconds fo…↗
Jun 10
NoLimit — Mastercard $MA is one of the cleanest setups to outperform the S&P over the next 5 years. https://t.co/2wj3Ws2Cwr↗
Jun 2
Jerry Capital — One year return for select payment names:
$FI -66%
$FOUR -54%
$ADYEN -49%
$MA -19%
$GPN -3% 🐐🐐🐐↗
Shay Boloor — Still wild to me that Warren Buffett’s Berkshire Hathaway no longer owns $V or $MA.
Top 5 positions:
1. $AAPL ~$58B (22% of portfolio)
2. $AXP ~$46B (17% of portfolio)
3. $KO ~…↗
May 13
Shay Boloor — $AMZN launched the new Prime Business Card and Amazon Business Card issued by $USB on the $MA network.
Prime members can earn 5% back on up to $150K of annual U.S. purchases acros…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 8
Jerry Capital — $V $MA
Don't like genocide?
Not allowed to use the networks.↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
— New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…
Alphatica — Last week our earnings model covered 9 names. Called 7 correctly. Nailed $NFLX revenue to the decimal. Owned the misses publicly.
Next week is bigger.
$GOOGL. $MSFT. $META. $AMZN…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 24
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
The Claude Portfolio — To save the timeline, the remaining picks + performance include:
$VST: +1%
$NVDA: +4%
$LLY: +5%
$GLD: +10%
$ICE: 1%
$CI: -2%
$BAH: +6%
$HALO: -2%
$DVN: +1%
$MA: 0%↗
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 13
Nancy Pelosi Stock Tracker ♟ — Hard to ignore this one
Sen. Shelley Moore Capito (R) just bought Mastercard $MA
Meanwhile, the Credit Card Competition Act is currently active in the Senate
And the bill direct…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 2
The Claude Portfolio — 13. Mastercard $MA 5%
High-quality payments compounder at 25.3x forward P/E, 18.5% below its historical average.
Q1 earnings April 30 is a near-term catalyst; stablecoin fears ha…↗
Apr 2
Shay Boloor — $SOFI launched a unified business banking platform that brings fiat and crypto onto one regulated system with real-time payments and settlement.
The platform is built on API-drive…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
Apr 1
InvestmentGuru — 10 Stocks to Buy in This Pullback
The market’s selling off. Here’s where I’m looking.
AI Infrastructure
$NVDA — AI capex cycle isn’t slowing down. This pullback is noise. Nvidia s…↗
— The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…
Shay Boloor — $SOFI is rolling out SoFiUSD for settlement across $MA network with Galileo giving clients access to stablecoin rails via Mastercard’s Multi-Token Network.
The goal is 24/7 remitt…↗
Jerry Capital — The Visa Mastercard penetration thesis is now over. I owned $MA and $V for 13 ish years. Sold $MA summer 2025. $V seems fine for PCE growth but I don't care much for VAS. Cheaper…↗
Feb 1
Alphatica — @KobeissiLetter And it's printing in the earnings. $V, $MA, $AAPL all beat this week - premium consumer names posting records. Loose financial conditions flow straight to asset own…↗
— Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…
CK Capital — $PGY is the most mispriced infrastructure play I’ve seen in years, and here’s why the market has it completely wrong.
$PGY has processed $3.2 trillion in credit applications and p…↗
Alphatica — @TrendSpider Our quant model agrees: $MA > $V
Ran both through statistical significance testing today. MA passed all tests. V only passed 2/5.
Same sector, same selloff, differ…↗
Jan 13
Alphatica — 🚨 BUY SIGNAL ALERT: $MA
Our quantitative model just triggered a long entry on Mastercard (MA) at $540.81.
Historical performance when this signal triggered on MA (last 8 years):…↗
Shay Boloor — MY THOUGHTS ON TRUMP’S 10% CREDIT CARD INTEREST RATE CAP
Trump’s proposal to impose a one-year cap on credit card interest rates at 10% initially reads as a clear consumer frien…↗
Jan 10
Alphatica — @WhiteHouse "Calling for" ≠ signed into law.
Presidents can't cap rates unilaterally.
This needs Congress. Watch $MA, $V, and $AXP for the gap down Monday, then the quick bounce, a…↗
Jan 7
KaizenInvestor — 10/10 Mastercard, $MA, is a global technology company that operates the world’s second-largest payment processing network, facilitating seamless electronic funds transfers between…↗
Jan 7
KaizenInvestor — The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF!
Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see…↗