Visa's breakout is real and durable; the stock should move higher.

We'll start with uh MasterCard. Now, MasterCard and Visa both popped today, really, really nicely. Uh 3.2% here, 3.3% here. Uh apparently, um Trump uh there was a financial disclosure.

It's a typical thing. Nobody's doing anything wrong. Um that his investment accounts bought millions of dollars of both of these stocks, but this is clear back in June. So, it was finally, "Hey, nice trade, dude."

By the way, hope you got them around 500 cuz they're about 600 now.

Um one is that uh Bill Ackman's uh fund disclosed uh sizable portion, like roughly 1 to 1.25 billion dollars worth, which is kind of big.

Okay, I'll give you another one. 400 bucks for Visa. Now, this interesting, little bit same kind of dynamic here. But, Visa I feel like is a cleaner break. Um it already tried to push above here 370 a few different times and never quite got there.

So, there's still some supply there. Uh but, then this morning this thing popped up, closed right at the high of the day, and look at how this behaved. See, it's still going as I'm doing this.

Wow, got to get it now. Same type of thing. By 9:40, 10 minutes in, this thing is already up almost to 380. And then it just trickled sideways. Same timeframe here. Both of these dipped below their VWAPs at about the same time.

So, little bit of a uh glitch in the machine, I guess.

So, the bottom line is for both of these, I think you got to be in these stocks. Uh if you've been looking for stocks to buy, these would be two. When you see moves like this, like in a big mega cap stock like like um like Mastercard.

This isn't just a one-hit wonder where that tomorrow it's going to be back to 580. You might get that on these goofy biotech stocks or some of the smaller cap names, but on a stock like Visa uh Mastercard, these moves when they happen, they're real. So, you can expect these both to move higher.