Breaking: President Trump has disclosed more than 1,000 trades in June totaling up to $263M
Recent purchases include: • Visa, $Visa(V.US), Berkshire Hathaway, $BRK.B, Mastercard, $Mastercard(MA.US), and Cintas, $Cintas(CTAS.US)
Share your thoughtsWhat's on your mind?
0 / 2,000
- K
🌟🌟🌟If you are looking for proof that Crypto Winter has melted, the fundamental data points to 3 catalysts:
1. Bitcoin spot price has jumped, hitting a USD 72,500 baseline.
2. The Clarity Act has gained traction in the US Congress.
3. The world's largest asset managers including BlackRock, Visa, Mastercard and DTCC are actively launching institutional tokenisation infrastructure. With real world assets, corporate bonds and money market funds being absorbed in the blockchain pipeline, the technological foundation of global finance is being permanently rewritten.
$iShares Bitcoin Trust ETF(IBIT.US)is a good way to get back into the crypto market. It tracks the physical spot price of Bitcoin and its fund manager is BlackRock, the largest asset manager in the world.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Walmart Crashes 9% as Moderna's Rally UnravelsTwo of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
- M
FeaturedI entered Visa at around $359 as the stock had returned to its pre-earnings level, creating an attractive entry point despite strong results. Revenue grew 14.36% YoY while EPS beat expectations by 2.76%, highlighting continued earnings momentum.
I see upside potential and remain bullish on Visa as consumers and businesses increasingly shift from cash to digital payments, supporting long-term growth in payment volumes. Visa also benefits from growing cross-border transactions and international travel, which typically carry higher fees. Beyond traditional card payments, its investments in commercial payments and AI-driven commerce can also open new growth opportunities.
Trade Showcase: Trade, Show & Earn Rewards! - G
Visa ( $Visa(V.US)) dipped -1% AH after Visa reported 3Q earnings, revs, and payments that beat expectations, but guided to lower than expected 4Q earnings due to higher than expected expense growth.
3Q actuals- Adj EPS $3.32 vs $2.98 exp- Net revs $11.6B (+14% YoY) vs $11.4B est - Operating exp $4.76B (+19% YoY) vs $4.0B exp- Payments volume (+10% YoY) vs +9% YoY exp.4Q guidance- Adj EPS low-end of mid-teens growth vs +16% exp.- Net revs high end of low double digit growth vs +12% exp- Operating expense growth low double digit growth vs +8% exp.We believe $Visa(V.US) price could move lower after results (similar to AXP last week) if the 3Q margin compression from higher expenses is confirmed to continue into 4Q on the conf call at 5pm ET. - W
$Visa(V.US) Q3 Earnings Double Beat
Adj. EPS: $3.32 vs $3.23 estSales: $11.633B vs $11.388B est🟥 -0.27% - E
Speedrun | Upcoming Events This Week - [July 27 - July 31, 2026]
Stay informed on events/news for the coming week.Market Overview & Sentiment> AI Trade Correction: High-beta AI names have faced a sell-off since early June, and the Philadelphia Semiconductor Index has experienced downward pressure. > Seasonal Headwinds: Moving into August, historical data from BofA notes that the August–to–October period tends to be the S&P 500's worst 3-month stretch (averaging -0.02%), making this week's earnings and economic data critical for the market's near-term direction. Geopolitics (Iran Conflict Update)> De-escalation: The U.S. temporarily halted planned escalations against Iran due to concerns over depleting the Pentagon's Middle East stockpile of Patriot interceptors and air defense munitions. > Ceasefire Stance: Iran responded by stating it will halt its attacks for as long as the U.S. does. > Political Pressure: With the midterm elections only two months away, the administration faces high incentives to secure a lasting deal to prevent prolonged energy market volatility. Earnings Calendar Highlights> Heavyweight Releases: This is the most important earnings week of the quarter, featuring reports from major hyperscalers, Apple, Amazon, Microsoft, and Meta, alongside bellwethers like Mastercard, Visa, Coca-Cola, UPS, Qualcomm, and Arm. > Hyperscaler CapEx Focus: Following Google's recent quarter—which featured a beat on earnings but triggered its first quarter of negative Free Cash Flow (FCF) due to surging CapEx—investors will be closely watching whether competitors follow suit in aggressive AI spending. > Apple & Pricing Power: Apple reports following recent consumer device price hikes driven by higher memory costs; markets will look for signs of potential demand destruction. Economic Calendar Highlights> Fed Interest Rate Decision (Wednesday): The Federal Reserve is widely expected to hold interest rates steady at 3.75%. Attention will center on the post-decision press conference regarding inflation trends and policy outlook. > GDP & Inflation (Thursday):Core PCE: The MoM change is anticipated at 0.1% (down from 0.3% last month). GDP Growth Rate (Advanced): Estimated to come in at 2.3%, slightly ticking up from the previous 2.1%.Link in replies 👇 - L
Stripe + Advent is taking advantage of PayPal's fallen market value to attempt an acquisition of a direct relationship with consumer which they current lacked (being in B2B). Doing this could boost profit margin as they could route transactions internally through strip and PayPal and bypass Visa and MasterCard, this saving fees.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the CrownBig rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
- N
Bank stocks continue the rally without any signs of stopping. Even when market opened lower yesterday, our 3 local banks managed to turn the tide and lead the reversal to eventually close higher for the day. I believe this is great for long term investors, but at the same time also expect the prices to drop back down in October when the trading board size decreases to increase trading volume.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- 升
The market-boosting effect of CPI is somewhat insignificant. The market is currently in a state of intense tug-of-war between bulls and bears. The anticipated quarterly earnings season has been suppressed all along. Will it simply fizzle out or wait for an outburst after the suppression? Let's wait and see.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- N
June CPI came in lower than expected and the markets cheered slightly. Software stocks turned positive by closing while massive capital was flowing back into chips and memory stocks. However, I still hold a neutral stance as the macro risk is still very real. With companies starting to report earnings from the end of the month, I will be paying close attention to what they have to say.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- D
I’m really pleased to see STI breaking new record. A large part of that has to do with the 3 big banks which are on fire. I’m not so sure if this has to do with the AI manufacturing story. The AI manufacturing related stocks (component suppliers) I hold are up one day and down the next.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- D
Its good that inflation came down. Hopefully the data keeps trending in a good way and helps keep the prices of things, especially essential ones, manageable.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- F
Gold surged 700 pips right after yesterday’s CPI release only to fall back again quickly. What a classic bull trap 🥲.
Frankly speaking, I don’t buy these CPI numbers at all. With the Strait of Hormuz still shut, there is no way oil prices can drop back to pre-conflict levels ☺️.
Go ask around your friends and colleagues – does anyone actually feel like inflation is slowing down? 🤣
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- H
Looks like inflation is cooling (at least on data) and more evidence that capital is being shunted into AI related spendings first which shows the urgency and scarcity of supply.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- N
So market fears have subsided with just a soft CPI? Seems more like just a bounce only.. I'd much rather look at SG market now
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- J
will the Straits closing and opening and with the 20% protection fee. who is going to pay and will the impact to the market and consumers?
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- C
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
- W
$Circle(CRCL.US) getting hit again as a new stablecoin backed by Visa, Mastercard and BlackRock comes after USDC. this is the whole risk with Circle. the tech isn't the moat, distribution is, and now the payment giants want the pie for themselves. not touching it until we see whether USDC market share actually holds up.