My Pick: Visa I’d go with B) P-To The Moon - Tiger Brokers Online Investing Community - To The Moon

My Pick: Visa
I’d go with B) Payments & Brokerage, and if I had to choose just one stock, Visa (V) would be my pick.

Copper has a compelling long-term story. Electrification, AI data centers, grid investment and limited new mine supply could support higher copper demand for years. But after the huge rally in BHP, SCCO and FCX, I think the market is already pricing in a lot of good news. The risk is no longer the fundamental story—it’s valuation and expectations.

Visa is different. Its business benefits from structural growth in digital payments, cross-border spending and value-added services. The BioCatch acquisition also strengthens its fraud-prevention ecosystem, adding another growth engine beyond transaction fees.

For the next 30 days, V would be my candidate to set another ATH first. I’d rather own a company that compounds through multiple cycles than chase a commodity rally after the market has already noticed it.

My vote: B. Buy quality, not just momentum

@TigerPicks [财迷]

💰Stocks to watch today?(26 August）

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Comments

pixelo
08-25 12:42
pixelo
Copper's long story is fine, but saying it's already priced in feels too absolute. If AI and data center demand really outruns expectations, can mine supply actually keep up?
JoanneSamson
08-25 12:42
JoanneSamson
BioCatch is the underrated piece here. Turning fraud prevention into a profit engine is way stickier than riding copper price swings

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>My Pick: Visa\n<br>\n I’d go with B) Payments &amp; Brokerage, and if I had to choose just one stock, Visa (V) would be my pick.\n<p></p>\n<p>Copper has a compelling long-term story. Electrification, AI data centers, grid investment and limited new mine supply could support higher copper demand for years. But after the huge rally in BHP, SCCO and FCX, I think the market is already pricing in a lot of good news. The risk is no longer the fundamental story—it’s valuation and expectations.</p>\n<p>Visa is different. Its business benefits from structural growth in digital payments, cross-border spending and value-added services. The BioCatch acquisition also strengthens its fraud-prevention ecosystem, adding another growth engine beyond transaction fees.</p>\n<p>For the next 30 days, V would be my candidate to set another ATH first. I’d rather own a company that compounds through multiple cycles than chase a commodity rally after the market has already noticed it.</p>\n<p>My vote: B. Buy quality, not just momentum</p>\n<p><a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [财迷]</p></body></html>","htmlText":"<html><head></head><body>My Pick: Visa\n<br>\n I’d go with B) Payments &amp; Brokerage, and if I had to choose just one stock, Visa (V) would be my pick.\n<p></p>\n<p>Copper has a compelling long-term story. Electrification, AI data centers, grid investment and limited new mine supply could support higher copper demand for years. But after the huge rally in BHP, SCCO and FCX, I think the market is already pricing in a lot of good news. The risk is no longer the fundamental story—it’s valuation and expectations.</p>\n<p>Visa is different. Its business benefits from structural growth in digital payments, cross-border spending and value-added services. The BioCatch acquisition also strengthens its fraud-prevention ecosystem, adding another growth engine beyond transaction fees.</p>\n<p>For the next 30 days, V would be my candidate to set another ATH first. I’d rather own a company that compounds through multiple cycles than chase a commodity rally after the market has already noticed it.</p>\n<p>My vote: B. Buy quality, not just momentum</p>\n<p><a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [财迷]</p></body></html>","text":"My Pick: Visa I’d go with B) Payments & Brokerage, and if I had to choose just one stock, Visa (V) would be my pick. Copper has a compelling long-term story. Electrification, AI data centers, grid investment and limited new mine supply could support higher copper demand for years. But after the huge rally in BHP, SCCO and FCX, I think the market is already pricing in a lot of good news. The risk is no longer the fundamental story—it’s valuation and expectations. Visa is different. Its business benefits from structural growth in digital payments, cross-border spending and value-added services. The BioCatch acquisition also strengthens its fraud-prevention ecosystem, adding another growth engine beyond transaction fees. For the next 30 days, V would be my candidate to set another ATH first. I’d rather own a company that compounds through multiple cycles than chase a commodity rally after the market has already noticed it. My vote: B. 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