MA is undervalued due to excessive negative sentiment; strong competitive moats and exposure to agentic commerce infrastructure ensure continued high-rate earnings growth that drives the stock up over the long term.

And then Mastercard, another addition that's outperformed the market this year, up by about 18.14%.

Now this is a very different stock. But Mastercard you're probably somewhat familiar with. If we look at the PE multiple over the last 5 years, the average valuation was around 31.2.

Well, just in the last year, the PE multiple cratered. It went from around 35, close to 36 all the way down to roughly around 23.6 times earnings in June of 2026. There's a lot we could talk about.

We could do plenty of deep dives into Mastercard as I have in the past, but the reality is this company still has some incredible competitive advantages. And the reality is we're going to continue to see more online transactions taking place with the rise of Agentic Commerce and Mastercard is set to benefit.

Whether or not we have more Agentic Commerce, stable coins, these companies are still going to need things like fraud prevention and payment verification. Mastercard already has the infrastructure in place.

So, I think sentiment got way too low on this stock. I added shares of Mastercard and we've seen a bit of a rebound in the short term as the price to earnings multiples climbed higher.

But over the long term, this is still a stock growing earnings at a high rate. So, I expect earnings growth to continue to push this stock higher.

and Mastercard at about $7.