Amex is mentioned alongside Visa and Mastercard as a company with smart people working on potential threats, implying a similar resilience.
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Something Big Is Happening to Visa & Mastercard
May 23, 2026
The creator discusses potential threats to Visa and Mastercard, including political pressure, merchant fees, and stablecoins. Despite these challenges, the creator believes the companies are well-positioned to navigate these issues and highlights Mastercard as a potential buy.
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Mastercard, down 13% year-to-date, is presented as the better buy due to its strong business fundamentals and the creator's belief that short-sellers will be proven wrong.
Visa is down 6% year-to-date and 12% from its 52-week high, facing political and merchant pressure on fees, but the creator believes it will continue to print cash.
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MAbuy opened May 23, 2026
+9.04%