@analysisop · Long V · The Analysts

$GOOGL 💘 $MA This is giga bullish for the duopoly Visa/Mastercard (I assume Visa will sign other collaborations like this). Imagine armies of AI Agents searching thousands of websites, Markets, etc., with autonomy to trade, using payment platforms like Mastercard

Ehrmantraut Capital@EhrmantrautCap_

Qualcomm teams with Google, Mastercard to build agentic AI from search to pay More agentic AI -> more CPU usage -> more memory usage. It's not very complicated. $MU $SNDK $SKHY $KXIAY $DRAM $QCOM $AMD $INTC

Read asLong V+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 23Tweeted

Thu, Sep 24 closeCounted from

7% of the basket · day 22fades out by Nov 4

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