Joseph Carlson After Hours 对 $V 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-09-28看涨
《Google Has Fallen Behind》
代理式商务趋势提升了 Visa 的价值。

我会把Visa和这一只归为一类。我认为你可以抛硬币来决定投资哪一只。它们都是如此优秀的公司。

I would group Visa in with this one. I think that you can flip a coin and invest in which one you want. They're both such great companies.

我相信在代理式商务的世界里,Mastercard和Visa会变得更有价值,而不是更没价值。

I believe in a world of agentic commerce, Mastercard and Visa will become more valuable, not less.