“.. more than 1,000 securities trades in June, including significant purchases of Berkshire Hathaway Inc., Visa Inc., Mastercard Inc. and Cintas Corp., ..”
@fortune.com $BRK $V $MA $PLTR
fortune.com/2026/08/22/t...
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Bluesky · Hashtag
#$V
21
posts · 30d
12
users
1
posts / day
1.8
posts / user
-62% vs last week
#$V is an active hashtag on Bluesky. In the last 30 days, 12 people shared 21 posts with it — around 1 a day. Activity is down 62% versus the previous week, peaking on Aug 24 with 2 posts.
#$V posts per day (last 30 days)
Posts with #$V
July 28 (Reuters) - Visa plans to cut 7% of its workforce, or about 2,600 jobs, a company spokesperson said on Tuesday, as the payments processor seeks to become more efficient, about six months after a similar move by its closest peer.
@reuters.com $V $MA
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🔥 UPDATE: The tally is in. Shareholders of Visa voted to reject an anti-DEI proposal by a tally of 98-1 percent (1% abstained) at the $V annual meeting last month.
Shareholders of 33 out of 33 corporations have voted overwhelmingly to reject anti-DEI proposals in 2025-6.
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Periodic reminder that in 2021 Chamath said Visa $V would be one of the biggest business failures in 2022 due to "altcoin" bullshit, while exhibiting a stunning lack of understand of the business, thinking Visa charges 2-3% of transactions (overstated by 10-15x). 🤡
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For all these snippets, notable how few analyst questions to $JPM $BAC & $WFC focused on their take on state of consumer. Combination of robust spend AND meaningfully better credit quality tell you all you need to know vs all the gloom out there. $XLF $XLY $XLI $V $MA
Rahul Sharma @retailguru.bsky.social
$WFC especially upbeat on consumer citing consistently improving quality & like $JPM steady trends by income. Again down to steady jobs & wage gains. Commercial also healthy but much more cautious about investing but not retrenching. $BAC $XLF $XLY $XLI
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Gas at $V a Gallon feels cheaper then $5 a gallon
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$WFC less upbeat than $BAC on corporates. Not seeing greater use of revolvers, but still pretty constructive, seeing solid liquidity & no systemic credit issues. All in all, stable, leading to healthy labor markets. $JPM $XLF $V $MA $C $XLY
Rahul Sharma @retailguru.bsky.social
$BAC also sees signs of rising confidence amid SMEs. Using LOCs more, credit quality still good & loan growth solid. All that driving steady employment = solid economy. Of course, geopolitics & current administration keeps throwing googlies... $XLI $XLY $XLF $AXP
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they’re scared that if they stand up now, they won’t be offered any sweet $V gigs after they leave office like all the Obama people got
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$BAC CEO highlights solid +4% US consumer spend in August. Gas part of that but so is very discretionary stuff. Cites wage growth, steady jobs & credit quality normalising near 40-year lows. No signs of stress: consumer 'continues to spend' $XLF $V $MA $XLY $XRT $AXP $COF
Rahul Sharma @retailguru.bsky.social
Mastercard (unsurprisingly) echoes Visa. August continued July trends. $MA also keen to point out how, across board, consumers spending on experiences like eating out, movies & travel. Strength in some of the most discretionary areas. $V $AXP $XLF $XLY $CCL $DAL $MAR $SBUX
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🆕 Pershing Square Capital Management opened a brand-new position in $V — 5.8% of the portfolio straight out of the gate.
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Visa update on consumer: spending both in US & overseas remains ‘strong & stable’ through August, US +9% after +10% in Q2. Cross border accelerated 200bp led by web. $V $MA $AXP $XLY $XLF $XRT $AMZN
Rahul Sharma @retailguru.bsky.social
With retail reporting largely complete, picture of healthy consumer with most improvement at lower end & apparel strength. But shows how much Nike troubles are dragging on sporting goods retail globally at time of relative plenty. $NKE $ADDYY $DKS $DG $DLTR $BBY $WSM $URBN $ROST
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🔥 $AMD +7.00%
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🔥 $AVGO +2.57%
🟢 $MU +0.16%
🔻 $NVDA -2.04%
🔻 $MSFT -1.49%
🔻 $AAPL -1.15%
🔻 $AMZN -0.62%
🔻 $CRM -4.05%
🔻 $LLY -1.93%
🔻 $JNJ -2.22%
🔻 $V -1.95%
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Markets Wrap-Up Tuesday, September 8, 2026 #DOW -1.17% #NASDAQ -0.32% #SP500 -0.58% #BTC -0.88% #Brent crude +0.95% #NatGas $2.9160/MMBTU #WTI #crude #oil +1.69% #Diesel $4.5678 a gallon #Gasoline $3.2525 a gallon #Gold -1.77% #Silver -0.56%
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