Who mentions $USB most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $USB most — 2 mentions in the past 12 months.

When was $USB first mentioned on Surfaced?

The earliest tracked mention of $USB in the Surfaced archive was on Jan 18, 2026.

How many voices track $USB?

3 FinTwit voices have mentioned $USB 4 times in the past 12 months.

What kind of voices mention $USB most?

$USB is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$USB

U.S. Bancorp.

$USB

U.S. Bancorp.

Past 12mo:4mentions3voices

All voices4 mentions since Jan 2026calls only

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About this stock

$USB appeared in 4 mentions from 3 distinct FinTwit voices over the past 12 months, with the first mention on January 18, 2026, and the most recent on July 13, 2026. @stocksavvyshay led discussion activity with 2 mentions, followed by @ckcapitalxx and @investmentguru_ with 1 mention each. The long research category dominated discourse about the ticker.

Recent mentions centered on two primary narratives: $USB's participation in earnings season as a financial institution reporting alongside peers like $JPM, $BAC, and $WFC, and strategic partnerships involving Amazon. Voices highlighted $USB's role as the issuer of Amazon's new Prime Business Card on the Mastercard network and its expanded AWS partnership for migrating banking applications and developing generative AI customer service tools.

AI-generated from tracked posts · updated Jul 13, 2026

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Recent mentions

4 mentions

@investmentguru_Jul 13, 2026 · 12:51 AM

Earnings Week Ahead (Jul 13-17) Big week for reads across the market — banks, semis, healthcare, and industrials all report. Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS $PNC $USB $STT — sets the tone for credit conditions, rate outlook, and consumer health. Semis/Tech: $ASML (Wed) — global bellwether for chip capex and AI-related demand. $TSM (Thu) — the most important print of the week for our Silicon-to-Substation thesis; foundry commentary drives sentiment across $MU $MRVL $CRDO. Healthcare: $JNJ $UNH $ELV $ISRG — margin pressure and utilization trends in focus. Media/Streaming: $NFLX (Thu after close) — trading near 52-week lows, so reaction matters more than results. Watch for subscriber commentary and ad-tier traction. Industrials/Materials: $GE $AA (Alcoa — aluminum/tariff read-through) $PLD (logistics/real estate). Global tech: $WIT (Wipro) — IT services demand signal. $TSM Thursday is the macro tell for the entire AI infrastructure stack. A strong beat + bullish capex guidance could reignite the semis/AI trade; a cautious tone accelerates rotation into MAG7 defensives. Not financial advice.

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@stocksavvyshayMay 13, 2026 · 1:03 PM

$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 across Amazon Business, Amazon, AWS and Whole Foods. https://t.co/Hfxvt1HJVN

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@stocksavvyshayMay 7, 2026 · 1:17 PM

$AMZN & $USB expanded their AWS partnership to migrate hundreds of mission-critical banking apps across payments, banking & wealth management U.S. Bank will also use AWS to build GenAI-powered customer service across voice, chat & SMS for ~13M consumers & 1.4M businesses. https://t.co/BtVuIWXFyb

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@ckcapitalxxJan 18, 2026 · 9:39 PM

$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 powers lending for 31 partners including $USB, $SOFI, and Klarna with 100% retention—yet $PGY trades at 7x forward EBITDA while pure infrastructure like $V $MA $PYPL command 15-20x multiples. $PGY earns fees on $12B+ annual network volume while transferring 95-97% of credit risk to ABS investors, operating like $V for consumer lending, but the market prices $PGY as if it holds loans on balance sheet like $UPST. Recent KBRA data directly refutes bears on $PGY: 19 tranches upgraded, zero downgraded, with credit enhancement increasing as 2024 vintages perform 35-50% better than peak stress periods. $PGY’s pre-funded model eliminates $UPST’s gap risk—$5.5B in forward flow commitments are locked before loans exist, removing the funding cliff that killed $UPST in 2022. $PGY’s operating leverage is software-like with Core OpEx fixed at ~$190M while incremental EBITDA margins exceed 100%, meaning every $1B in volume drops $50M+ to the bottom line. With Q3 at $173M FRLPC (+53% YoY), three straight quarters of GAAP profit and raised guidance, $PGY’s 2026 EBITDA tracking $450M+, a conservative 14x multiple = $41+ fair value vs. $25 today. The market is pricing $PGY like a distressed subprime lender when it’s actually the fastest-growing infrastructure layer in consumer credit, and that disconnect won’t last. Shoutout @VantixResearch for help with the research!!

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