$MA 0.46 Noisy

Notable posts

• @StockSavvyShay bullish 2116 eng

  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. $SE | Sea Limited 7. $UBER | Uber 8. $NFLX | Netflix 9. $MA | Mastercard 10. $GRAB | Grab

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• @StockSavvyShay bullish 816 eng

  10 STOCKS TRADING NEAR DECADE-LOW VALUATION MULTIPLES 1. $MSFT | Microsoft 2. $NFLX | Netflix 3. $MA | Mastercard 4. $MELI | MercadoLibre 5. $SE | Sea Limited 6. $PYPL | PayPal 7. $NVO | Novo Nordisk 8. $CRM | Salesforce 9. $ADBE | Adobe 10. $LULU | Lululemon

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• @WOLF_Financial neutral 704 eng

  HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

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• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @amitisinvesting mixed 610 eng

  Futures are up, bitcoin is up, and oil is down because of reports that the US and Iran have stopped strikes against each other for the time being. Trump was supposed to strike on Friday but ordered the military not to, and as a result Iran's retaliation was stopped because there wasn't anything to retaliate to. I am not sure if this is a sign of actual progress that can lead to something meaningful, but if there was ever a time for some type of ceasefire, it would be when... - The 10-yr passed 4.7% - Oil was up 25% in a month - The sector responsible for the majority of the S&P 500's earnings growth (SMH) was down 16% - Rate hike probabilities passed 75% for October - US national gas prices passed $4/gallon again Any escalation would just lead to more inflation and uncertainty for stocks which obviously wouldn't be the best for the broader economy. The big headline on Friday was that China talked to Trump and assured him they would never sell weapons to Iran while others reported that China is actually trying to secure a peace deal between Iran and the US. Maybe there is some truth to this given Trump responded to a reporter on Friday and said, "we are talking to them, maybe there won't be a tipping point, maybe there will be," implying that there might be more talks happening that are positive even though every set of talks recently has not resulted in anything closer to peace. Big earnings this week with $MSFT $META $HOOD $AAPL $AMZN $SOFI $RDDT $V $UPS $MA and more along with the FOMC meeting on Wednesday. It will be Kevin Warsh's second meeting as Fed Chair. Hoping we get some relief as more escalation would really just create an ugly environment for inflation, risk on assets, and the potential for rate cuts.

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• @StockSavvyShay bearish 424 eng

  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 for pennies while earning yield and stablecoins may modernize payments faster than the government can. https://t.co/3kl2TvH0sv

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• @wallstengine bullish 167 eng

  MASTERCARD $MA Q2’26 EARNINGS HIGHLIGHTS 🔹 Net Revenue: $9.3B (Est. $9.08B) 🟢 🔹 Adj. EPS: $5.04 (Est. $4.77) 🟢 🔹 Purchase Volume: $2.42T (Est. $2.40T) 🟢 🔹 Cross-Border Volume: +12% (Est. +10.6%) 🟢 Q3 Guide: 🔹 Operating Expense Growth: High single digit

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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