$V 0.35 Noisy

Notable posts

• @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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• @TrendSpider bullish 457 eng

  Golden cross on Visa $V for the first time since late 2024 👀 https://t.co/C5bAzPP7hC

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• @StockSavvyShay neutral 351 eng

  $V is partnering with OpenAI to let ChatGPT agents make online purchases pushing AI commerce closer to real transactions. Visa also highlighted broader AI and stablecoin plans including ~$7B in annualized stablecoin settlement volume. https://t.co/mWnX3Omy6E

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• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

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• @Mr_Derivatives bullish 145 eng

  $WEN is outperforming the following YTD: $MSFT $TSLA $META $SPCX $WMT $BRK.B $V $JPM $NVDA $AVGO $AMZN Fire like their chili.

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