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Speakers (5)
Adam Vincent
Bloomberg
Alexandra Ivanova
Fund Manager, IFI Europe Team at Invesco
Alexandra Semenova
Bloomberg Reporter
Alicia Levine
Head of Investment Strategy at BNY Mellon
Aoifinn Devitt
Global Managing Director, Moneta Group
Trade Ideas (27)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
V
$320.30
$320.30 -0.0%
N/A Finnhub News Finnhub - V
Is Visa (V) Offering Value After Recent Share...
Feb 18
V
$320.30
$320.30 -0.0%
N/A Finnhub News Finnhub - V
Here’s the net worth and income of America’s ...
Feb 18
V
$320.30
$320.30 -0.0%
N/A Finnhub News Finnhub - V
Banqup and Visa enter strategic partnership t...
Feb 17
V
$319.50
$320.30 +0.3%
N/A Finnhub News Finnhub - V
Freedom Capital Markets Upgrades Visa (V)
Feb 17
V
$319.50
$320.30 +0.3%
N/A Finnhub News Finnhub - V
Does Europe Need an Airbus for Payments?
Feb 17
V
$319.50
$320.30 +0.3%
N/A Finnhub News Finnhub - V
Options Traders’ Relaxed Hedging Against Visa...
Feb 17
V
$319.50
$320.30 +0.3%
N/A Finnhub News Finnhub - V
Investors Heavily Search Visa Inc. (V): Here ...
Feb 17
V
$319.50
$320.30 +0.3%
N/A Finnhub News Finnhub - V
Freedom Capital Markets Upgrades Visa to Buy,...
Feb 16
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
Visa Expands Small Business Support And Cross...
Feb 16
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
Italy Sees Economic Boost From the Opening We...
Feb 16
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
1 Safe-and-Steady Stock to Target This Week a...
Feb 16
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
DBS is First Bank in Asia Pacific to Pilot Vi...
Feb 15
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
Is Visa (V) Ken Griffin’s Top Pick?
Feb 13
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
Goldman Bets $100M on Solana as Stablecoin Ra...
Feb 13
V
$314.08
$320.30 +2.0%
N/A Finnhub News Finnhub - V
Visa Gets Board Authorization To Proceed With...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Visa Inc. Cl A stock outperforms competitors ...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Visa Inc. (V) Earnings Outperformed Forecasts...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Colorado joins The Stake Network with Colorad...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Elon Musk Reveals X Money May Launch Soon, Fu...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
3 Financials Stocks to Target This Week
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Visa Balances European Pressure With New Grow...
Feb 12
V
$324.18
$320.30 -1.2%
N/A Finnhub News Finnhub - V
Pudgy Penguins (PENGU) Lifts After Visa Debit...
Feb 11
V
$329.24
$320.30 -2.7%
N/A Finnhub News Finnhub - V
Visa to Participate in Upcoming Investor Conf...
Feb 11
V
$329.24
$320.30 -2.7%
N/A Finnhub News Finnhub - V
European Parliament Backs Online and Offline ...
Feb 10
V
$328.17
$320.30 -2.4%
LONG Brian Moynihan
CEO, Bank of America
"Consumer spending... by cohorts of low, middle and high earning people, all are growing." Payment networks are volume-driven businesses. If money movement is up 5% aggregate across all income levels, transaction volumes for the "toll booths" of the economy (Visa/Mastercard) remain robust. Moynihan also dismissed the threat of credit card interest rate caps as "neutral," removing a key regulatory overhang for the payments/credit industry. LONG Payment Processors as a play on continued nominal spending growth without the regulatory tail risk previously feared. Regulatory caps on interchange fees or interest rates actually materializing despite Moynihan's optimism. CNBC
Bank of America CEO Brian Moynihan: The consu...
Feb 06
V
$330.90
$320.30 -3.2%
LONG Edward Woodford
CEO of Zero Hash
Edward states that payment networks are "perfectly positioned" because they are a "network of networks that create interoperability." He notes that Visa/Mastercard executives view stablecoins not as a defensive threat, but as a "good offensive mechanism" to enable global waiver programs and innovation. The market discounts legacy payment processors fearing they will be disintermediated by blockchain. Edward argues the opposite: Stablecoins suffer from fragmentation (different chains, wrapped tokens). Visa and Mastercard will capture value by becoming the translation layer that connects these fragmented stablecoins to merchants, effectively co-opting the technology to drive volume. LONG. These are the ultimate "picks and shovels" for stablecoin adoption without the regulatory risk of issuers. Regulatory caps on interchange fees or successful "closed loop" stablecoin networks that bypass card rails entirely. Unchained (Chopping Block)
Is Crypto Focusing on the Wrong Regulatory Fi...
Feb 03
V
$328.25
$320.30 -2.4%
SHORT Thread Guy
Crypto Commentator / Streamer
The speaker reviewed these charts individually and described them as "disgusting," "terrible," "scary," or "rolling over." He specifically notes Robinhood (HOOD) is down 43% since October highs and looks "fried." The macro backdrop is one of capital exhaustion ("no money left to buy assets") and institutional fear (Epstein files). If the SPY rolls over as the speaker fears, these high-beta, over-owned tech and consumer names have no support and are technically broken. Short / Avoid. These are the victims of the capital rotation into commodities. Federal intervention (Trump administration) forcing markets up to preserve optics. Thread Guy
Trump RUINED Crypto..? + Market Updates & New...