Today, Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc. and Stephen Weiss, Founder, Short Hills Capital Partners commented about whether UNH-N, NFLX-Q, APD-N, BMY-N, AXP-N, MA-N, V-N are stocks to buy or sell.
Is up 69% since he bought it in January. Is the second-best performer after Palantir. Natural gas will be key to solving the bottleneck in data centre power consumption. The valuation is no longer cheap at 18x. It's a multi-year story, backed by increased loan growth and data centre power consumption.
All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.