Reddit Posts
Disregard Private Credit Liquidity Tests. Acquire BLACKROCK. Long $BLK
Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter
Semis ripping while I’m being ripped a new one
Looking to expand my stock picks...are AMZN, PEP and MCD good picks?
What to Invest in from the following - portfolio breakdown I want to diversify from Tech
Should I focus my buying on MSFT for the next month or two?
Market feels very rotation-heavy going into year-end.
Is Visa the most resilient business in the world?
Is AXP's debt to equity ratio not horrifically high?
CFG Citizens Financial stock, AXP, BAC, WFC
Top stocks hitting 52-Week Highs/Lows - September 3, 2025 📈 📉
Top Oversold/Overbought Stocks - September 3, 2025 📊
Alphabet, Apple shares pop after judge rules that Google gets to keep Chrome
Top Oversold/Overbought Stocks - September 2, 2025 📊
Top stocks hitting 52-Week Highs/Lows - September 1, 2025 📈 📉
Top Oversold/Overbought Stocks - September 1, 2025 📊
Top stocks hitting 52-Week Highs/Lows - August 29, 2025 📈 📉
What financial stocks are worth investing in?
Buy shares and then sell covered calls during this market. Is that a bad idea?
Has anyone kept up with the financials sector specifically banking($BAC $AXP)
So many good prices I see today. What's that ONE stock you've been waiting for??
Can't decide between stocks! Stuck between NKE, BA and TSLA...maybe even GS or AXP
American Express (NYSE: AXP) reports third quarter EPS of $3.30, $0.34 better than the analyst estimate of $2.96
American Express (AXP) potential dip if more write-offs are issued next earnings call?
Goldman Sachs is looking to end its partnership with Apple (per WSJ):
3 cheap Fintech Stocks to buy before the comeback.
2023-05-03 Wrinkle Brain Plays - In the style of Olde English
Started a few months ago, and so far it's not so bad. I tried to pick some other stocks like AXP, BAC and XOM. Which stocks you guys think would be more suitable for my portfolio??
Technical Analysis & Trades: SPY QQQ IWM // LVS UNG PFG AXP WBD K KHC
American Express strong 2023 guidance, to boost dividend after Q4 earnings (NYSE:AXP)
CNBC's Dan Nathan "one of us" Appreciation Post #TSLQ
Am I the only one who thinks AmEx is concerning?
Warren Buffet now has 73% of his portfolio in 5 stocks?
2022-11-04 Wrinkle-brain Plays (Mathematically derived options plays)
Dodd-Frank Bank Liquidity Stress Test
2022-10-20 Better Tasting Crayons (Mathematically derived options plays)
Mastercard will help banks offer cryptocurrency transactions, do you think this move will have a positive effect on future sales of Mastercard?
Unsolicited Technical Analysis: Earnings Week of 7/18
Unsolicited Technical Analysis: Earnings Week of 7/18
Warren Buffett says these are the best stocks to own when inflation spikes — with consumer prices still surging, it's time to follow his lead - $CXV $AAPL $KO $AXP
What u scoopn when the market poops a crap?
Please help! I bought puts on AXP and SPY and the value is going down. But shouldn’t I be making more money when the value goes down? Is this a glitch in the Robinhood app?
Does anyone who knows transaction processors well explain why AXP has a significantly lower P/E than V and MA?
Don't worry about a US recession? U.S. stocks report strong consumer demand
Latest Earnings Calender, All I want to know is TSLA and AXP
Nancy Pelosi exercised her call options in American Express $AXP, Apple $AAPL, PayPal $PYPL and Disney $DIS
Nancy Pelosi exercised her call options in American Express $AXP, Apple $AAPL, PayPal $PYPL and Disney $DIS
Wake up honey, new Pelosi financial disclosure just dropped
SEC “temporarily” banned naked short-selling in 2008: SEC Chair Chris Cox: "[The] SEC has zero tolerance for abusive naked short selling."
SEC tEmPoRaRiLy banned naked short-selling in 2008: SEC Chairman Christopher Cox: "These several actions today make it crystal clear that the SEC has zero tolerance for abusive naked short selling."
American Express Earnings, Revenue Beat in Q4 $AXP
Thoughts on a portfolio based mainly on Projected 5-Yr EPS Growth?
Why are financial stocks so "fairly valued" in an overpriced market?
$ROCK, $HMC, and other companies that hired the most employees in November
Amazon to stop accepting Visa credit cards issued in the UK, citing high fees
American Express sees continued spending recovery as earnings easily top expectations
Should I liquidate my stocks to pay for credit card debts?
Last weeks positive divergence made me 10% in AXP (I bought Monday). PYPL has positive divergence in daily chart.....Expect 10% within the next 3 months if you buy Monday.
$AXP why would you not invest in Credit Cards?
$BAYP and $AUNXF look to be sinking ships at .02.
Just 3 Stocks Power 75% Of Warren Buffett's Profit
Mentions
I'm not going to say he's right all the time but folks think he's still a bear when he's not? Dude used to be a hedge fund guy so he'd be short or neutral. Hedge funds aren't designed with the goal to beat the S&P500 or whatever benchmark. They are designed so rich folks can under perform the S&P500 but sleep better knowing if shit happened they'd have some insurance policy. During the GFC many of those hedge funds didn't pan out. Michael Burry's did. Then MB close his hedge fund and opened Scion capital. It's mostly personally owned so he didn't have to deal with investors or whatever. It's NOT a hedge fund so he's been mostly long but he's still a hedgefund/contrarian guy so he'll opportunistically short. He's made both right calls and wrong calls. I remember I went long TLT when he was short and Buffet was short/neutral. Dude caught the bottom for the China tech. Also made money with the quick in&out on the TSLA short. Dude isn't like Chanos so he doesn't commit to shorts, but he's also not like Buffet so he'll exit longs quickly too. That's why I don't even try to mirror his plays like I do Buffet who I use as a "Berkshire will do the vetting homework for me" (bought BAC a bit lower than Buffet did in 2020. Also started stacking AXP which has turned out pretty great). Twitter MB however is the worse. He'll say sensationalist shit for personal reasons. Either cause he's off-spectrum or because he wants to manipulate the markets. It's even more worthless than looking at his 13F. Folks should realize by now that free investment advice on the internet is worthless if not worth less than that cause if it's worth 2 cents then they'd have charged you that $0.02.
Yeah. I own both and AXP and this concerns me. AXP has been really good to me, but I'm considering dumping V and MA, and will trim AXP.
These are high quality companies This is actually a good post I've been looking at Moodys, good time to buy I diversified away from the mania with: Berkshire Hathaway BRK.B Kroger KR American Express AXP Your picks are solid though
Why are BRK.B and AXP well-positioned for a recession ? (honest question)
I think interest rates are gonna go up and we'relikelyheaded for recession, so I positioned into some financials that would benefit from higher rates and perform well in recession (BRK.B and AXP). Yes, I benefit if I'm right.
High end consumers use AXP I'm not going to criticize V or MA. Solid companies. But my recession indicators are flashing. Stressed consumers buy less, so transactions decrease. Because AXP caters to wealthier people who don't need to it back when times get hard for the rest of us, I think AXP will perform better over the next couple of years. They're also investing for long term growth which has depressed earnings this year. I do like MA's cyber security segment, though.
Why AXP instead of V or MA? I'm honestly intrigued
Watching AXP for a big boy rally
I digged more into AXP current ratio, there's no real standard, some platforms include cardmember receivables to show a broad accounting view of ~1.3–1.6x, while others strip them out to show a tighter ~0.35x. The 0.35x figure is honestly way more useful for judging actual financial stress since it focuses strictly on truly liquid assets, but since platforms are all over the place, it makes the most sense to just align our definition with whatever the majority of them are using. Thanks for bringing this to my attention!
The app exposes all key financial data ratios, margins, and other metrics so investors can make informed decisions. it’s a data tool, not a magic solution. For AXP everything is looking positive, with all key metrics showing green. The only area that stands out is Financial Health, which is based on the Current Ratio and Quick Ratio standard liquidity measures used to assess a company's ability to meet its short-term obligations and access cash if needed
LOL, just checked AXP. All Red under Financial Health. Current ratio for example shows 0.35x when it's actually 1.65 using most recently available quarterly results. Berkshire owns like 22% of all outstanding Amex stocks and I doubt Buffet would invest in any companies with bad "financial health" like your app says
What’s people’s thought on AXP at current valuation?
MSFT: 18.65% ($6,520.57) AMZN: 16.93% ($5,918.45) VXUS: 13.13% ($4,588.66) AXP: 7.01% ($2,451.10) DRAM: 6.61% ($2,309.93) NVDA: 3.61% ($1,262.40) SOFI: 3.13% ($1,092.63) NASA: 2.08% ($728.44) I’m
$A $AXP $CELH $IR $PRGS - all on high time frame reversal watch 🟢
They did. Not sure if they still hold a lot of Occidental Petroleum- but the energy play is still playing out. I’m eager to see what moves Abel makes. AAPL KO AXP is a good core and all, but damn Greg - let’s ride this wave.
AXP and PRGS took starters for potential breakout next week
This is 60% of my portfolio while the rest is in indexes: Amazon 23% ASML 22% Uber 12% Google 12% Amd 8% Nintendo 6% Centene 5% Novo 4% AXP 4% Evolution AB 2% Dlocal 2% I've held most of these and added in the past 1.5yrs. Overall portfolio(incl indexes) has gained 25% but I feel like I could be a lot more optimal, a lot of my gains are significantly tilted to tech with ASML, AMD, GOOG being the biggest winners but everything in the lower half of my portfolio is either slightly in the red or down significantly like Nintendo. I do believe Nintendo will flip at some point and honestly I really like the look of Sony as well but not convinced that if ASML for example crashes the others will be there to keep my portfolio afloat.
> I’m just providing why I’m bullish. IMO though even if you're bullish, I think people are more willing to listen/entertain an idea if you offer a realistic portrayal of some concerns and risks (you say this: "Since obtaining its bank charter in 2022, SoFi can hold deposits and fund loans itself" - that's not appealing; you're describing something that nobody's going to want to own during a downturn.) In 2020/21, Upstart was "the new AI way to lend" and in 2022 it was "HOLY SHIT THEY SAID THEY WEREN'T GOING TO TAKE ALL THESE LOANS ON THEIR BOOK AND OMG THE MARKET FOR THESE LOANS IS FROZEN AND WHEN WILL THE STOCK STOP GOING DOWN." Fintech is exciting when times are good, not so much when times are bad - especially if it's a newer product without an extensive history in downturns (in the S-1 filing for UPST they literally said their algo didn't have a lot of experience with downturns.) Honestly, if I had to own a financial that actually makes loans, (not something that's a network like V/MA) I'd rather get/forget AXP (which is up 97% over the last 5 years while SOFI is -19%) than this. Owning AXP into a downturn isn't going to be fun either but with their customer base I'd feel better about that than SOFI. I think a lot of younger people have had good experiences with this company so they think the stock is great - it's been constently talked about on here for a while now - but their good experiences don't = good stock and I think it leads to overlooking risks. "The pitch is simple: once a customer is in the ecosystem, they rarely leave, and each product they add increases lifetime value." The question is how much value vs risk. " I’m not guaranteeing any returns." Nobody thinks you're guaranteeing returns but "only the good and none of the bad" really isn't a realistic portrayal of the business is all. Good luck.
Buffet was buying AXP during JFK 1.0 which stocks he's gonnna buy in 2.0
Should have just gone with solid financials like BLK/AXP/BAC. But at least it's not full regarded like MSTR/PYPL/dogecoin
I'm in AXP should be $40 higher.
KO, TSCO, AXP getting to old for this sht
I remember but I didn't buy even though I believed in Alphabet because I was heavy over weighted on google already. Diversify they said. So instead of jump pumping more cash into mag8 I bought stuff like CHRD, VOO, LVMUY, AXP, IWM/UWM/TNA, and BOXX/SHY.
Sold AMD $370 covered calls. Ok if it gets taken. Long BA, AXP, HD calls.
I'm going where the money is... AXP - wealthy people's credit cards.
No one knows about supply shocks but if I had to guess? Probably look for the high quality among the cheapies (Mag8 dips, MSFT among Saaspolocypse, LVMH/NKE to play the rebounds instead of say TPR, strong industrials like DAL if it dips), inflation hedges like gold if it's below $4k or pricing power strength via AXP/V/MA on better PE valuations, probably deleveraging from UPRO to SSO and SSO to VOO now, commodities might be good but it's too hard to guess, RE if you can afford it, and probably don't hold too much cash but if you do then probably just a small amount in ST notes. I think this cause I see inflation coming down the pipeline.
AXP dumped after decent earnings. HOOD missed and dumped. SOFI definitely a dump at open right?
Won't matter, don't you know the business model? The merchants pay. Consumer demand is largely irrelevant. And regulators will 100% have their thumb on the scale. America *hates* this because the V and (less so) MA networks are basically a ~2% tax on European business. Without this Uncle Sam doesn't get a taste. AXP is largely a luxury product and operates in a different space, V is the blunt commodity instrument.
AXP has always been interesting because it combines payments with lending. That can produce strong earnings growth when spending is high and credit losses stay low. The main question for me would be how sustainable that growth is if the consumer cycle turns.
Cards in general are declining globally as a percentage of payment market share. Pix is the #1 example of why. I wouldn't want to hold Amex long term, it might be a good deal but could also be a value trap. Where's their growth going to come from? Why not just buy a broad market ETF or Berkshire (which has historically held a lot of AXP) instead?
Great analysis! AXP definitely looks like a 'quality at a reasonable price' play right now. A few points that support your thesis: Valuation vs. Peers: You're spot on about the valuation. While Visa and Mastercard trade at much higher multiples (often 30+ P/E), AXP’s forward P/E of 16.03 offers a much better margin of safety. The Berkshire Factor: Being a top Buffett holding isn't just about prestige; it shows the strength of their 'moat'—specifically their closed-loop network and high-spending cardmember base which is more resilient to inflation. PEG Ratio: A PEG of 1.12 for a company with consistent 14% growth is very attractive. It suggests the market isn't fully pricing in that steady compounding yet. The only thing to watch would be the rising delinquency rates across the credit sector, but AXP's premium customer profile usually hedges that risk better than others. Your DCF target of $392 seems realistic for a long-term hold. Definitely a strong candidate for a core portfolio. Thanks for sharing the numbers!
!p vm analyze the option chain of AXP for me
VM analyze the option chain of AXP for me
the financials (AXP, JPM, USB) in my port are a major laggard fwiw
1. Mastercard owns Finicity, an open banking platform. 2. MA/V/AXP all provide liability protection on the networks. 3. Transactions are easily reversible due to fraud. 4. Cards provide float and rewards. 5. MA and C business is much more than cards. This comes up repeatedly with a fundamental lack of understanding of these businesses and how large the market really is.
Held most of my deep ITM AXP calls through earnings. Rough day. :)
da fuk is AXP down for? Good earnings, no? nett income increase 15% YoY and revenue 11% YoY..
VM analyze the option chain of AXP for me
My cost basis was around $77 and I sold out in the upper 40s. For financials I much prefer AXP and SOFI
I have AXP $310s. Boeing $210s.
VM what do you think about calls on AXP?
What do you think about earnings $AXP
VM earnings thoughts on $AXP
VM what you think of $AXP earnings
Vm do you think $AXP goes crazy
I have AXP and BA calls before earnings this week. Feel good about both.
I was waiting to take a position on AXP recently. I saw the dip, Missed the dip and now it’s back to where it was when I first thought about taking a position… you may never catch the bottom, but you also may never catch the top because stocks go up eventually (or at least history tells us that). Just invest in good companies or a total etf and go on with your life.
I'd be rather concerned about the COF consumer given higher costs with what's going on. 2006-2008 that dropped about 90% and in early 2020 that declined nearly 60%. Obviously I don't think we're facing either of those scenarios, but that's definitely a stock where I would be careful if one's view of the consumer in the near-medium term is any less than good. I'd obviously be less concerned with the AXP customer but even that's not something I'd want to own if I thought there'd be any cooling in the consumer. "The experts rate it a moderate buy with average price targets around $263. " I wouldn't go on analyst targets. Good luck.
AXP might consider a rebranding in the future with how much Trump tarnished the image of anything US related.
So what are we all buying? I added quite a bit to existing positions of MSFT, GOOG, UNH, AXP, and the safer bets like VOO and the like, but I obviously didn't consult my crystal ball first as they keep dropping. I'm confident they'll pay off in time, but whats the current clusterfuck setting up to take advantage of?
I'm gonna get downvoted but why not just sink this money into MSFT? Or even AXP?
Too many to list, but the ones I see with the most potential right now for the price they are at: MSFT, RKLB, NVDA, ELF, EME, SOFI, and CELH. Others who are not quite there yet IMO and still have room to fall before they bottom, but on my watchlist: GOOGL, AXP, and AMD
I'm usually pretty bad with investing in financials, but AXP, V, and MA all look pretty solid to me at these levels, especially if you are looking for a long term compounder.
$SPGI, $MA, $AXP I won’t stop buying until they all double
Yea, it’s a little over 8% on VT. I added a few shares today, but I don’t see any positive market catalyst to make me jump in too much. AXP, Microsoft, and Google all look appealing at these prices, but I don’t see a reason why the stocks go up short term.
Assuming long term the United States starts [exporting more LNG](https://www.eia.gov/todayinenergy/detail.php?id=67264), making domestic natural gas consumption in electricity and heating more expensive, I'd say there's a few mispriced companies that either see no-impact or benefit from this. Firstly, alternative energy companies: **FSLR** is the largest American manufacturer of solar panels, and benefit from utility scale deployments which make up a lot of new energy generation. They are consistently profitable and their technology is more efficient in both high heat and high humidity environments than traditional solar panels. **NXT** manufactures basically everything in a utility scale deployment but the solar panels. They traditionally manufactured only trackers [which make up the majority of utility scale deployments](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804) and they're the largest player in the tracker space, but they are moving on to make the EBOS systems, junction boxes, and more to become a one stop supplier for grid scale solar deployments. **ENPH** is wrongfully beaten down in my opinion. They operate mostly in residential solar which is a smaller market, but their margins are phenomenal, and they are increasingly making money not just from micro inverters but batteries as well. Many utilities are moving away from net metering so batteries are going from a niche luxury to a must-have. [Residential storage is expected to grow faster than residential solar overall](https://cleanpower.org/news/us-energy-storage-installations-reach-new-quarterly-record-in-q2-with-5-6-gw/) As for something completely unrelated, I'd say **AXP**. They used to be fairly/slightly overpriced but now they are very much in value territory. Swipe fees on a large percentage of the richest Americans, plus annual fees are extremely valuable in normal times, let alone in a K shaped economy. They have some of the lowest default rates in the industry so they aren't as susceptible to recession induced spending declines.
Near 24/7 Instant settlement on blockchain, fractional ownership of shares and less fees (potentially). Same thing is happening with stablecoin. Visa and Mastercard are already stocking up on USDC. SoFi is the first US bank utilizing it. Stripe and a few other competitors like Zero Hash who rejected Mastercard’s $2 billion acquisition offer will have a fee war with AXP, MA and V. I’m staying away from current fintech.
AXP is a really good short right now.0
Why do some commenters here want a crash so bad. We've had three crashes and one correction in six years + multiple sector crashes. Buy CRM, MSFT, ADP, AXP, and BX if you want a crash. HD was in a crash briefly yesterday too If you can find reasons why you don't want to buy those right now, then you don't truly want a crash because you will find excuses not to buy good companies raking in cash when it actually happens
100% the issue of NVDA being shoved into everything. Trying to reallocate my Voya account from cash and every fucking fund does nothing because they are all NVDA NVDA NVDA. There have been decent rolling corrections for years. Currently, HD is down 11% and hitting a point it usually bounces from. BX is down 35% from it's Jan high. BLK is now in a crash. AXP is in a crash and MA and V are down 13%
I think now is a good time to buy CRM, MSFT, AMT, HD, BX, and PG. Maybe ES. BX may be a bit controversial, but the rest are good AND all dipped a bit so you're getting a bit of a sale, which is why I recommend them. MMM and CLX are in dips after recent rallies so might be good to I'm assuming you're saying you don't care about the next ten years but I am sure at some level, you'd be pissed if you lost $ tomorrow, hence I recommend things already down but with good earnings Actually making this list I realized credit card stocks are way down too, maybe AXP is a buy?
Bought today largest to smallest quantity AMD SOFI AXP AMZN
I'd advise against discretionaries at this time. It's just not the regime. That's for when the market is quiet and peaceful. People are hella conservative when market conditions aren't so great. Would advise going with the midcaps as opposed to the Russell. So something like IJH instead. RSPT and SMH aren't bad either right now, if you still believe in the AI infra trade. FWIW, I have existing positions in AXP/BLK/MSFT, albeit underwater. They're just holds for me. I've tried some bank stocks like BAC as well, but they haven't been so great. I might just give up on them after the umpteenth time of trying to play them. YMMV.
Thanks for the detailed game plan. But why me? I've been selling cash covered puts and sipping some of the dip. AXP, BLK, and MSFT. Thinking about LVMUY/BAC/IWM too. Tried to sell SVXY puts but no one bit.
AXP got retard strength. Does not want to go below 305
Do you think AXP will fall further?
Alright nerds, since Fridays are always the most exciting, these are the top 10 trades for the day... SO FAR. Watch MSFT calls be #1 by market close. (all times in PST, the superior weather timezone) 1. **PSKY** – $12.50 C (02/27) 🟢 +8,562% Buy: 6:37 AM → Sell: 10:20 AM 2. **AXP** – $320 P (02/27) 🟢 +6,971% Buy: 6:33 AM → Sell: 9:40 AM 3. **RUN** – $14 P (02/27) 🟢 +4,363% Buy: 6:47 AM → Sell: 10:30 AM 4. **WFC** – $82 P (02/27) 🟢 +3,698% Buy: 6:34 AM → Sell: 9:46 AM 5. **C** – $111 P (02/27) 🟢 +3,538% Buy: 6:34 AM → Sell: 9:44 AM 6. **GS** – $880 P (02/27) 🟢 +2,824% Buy: 6:33 AM → Sell: 9:52 AM 7. **JNJ** – $247.50 C (02/27) 🟢 +2,164% Buy: 7:28 AM → Sell: 10:08 AM 8. **BE** – $157.50 P (02/27) 🟢 +2,074% Buy: 7:48 AM → Sell: 10:28 AM 9. **NBIS** – $92 P (02/27) 🟢 +2,032% Buy: 7:34 AM → Sell: 10:26 AM 10. **ENPH** – $43.50 P (02/27) 🟢 +1,571% Buy: 6:30 AM → Sell: 10:30 AM
AI is being baked into many products and services - you probably just don't realize it. I think the large majority of people think of AI as mostly generative and physical AI that they are interactly with directly. But that's just a small subset really. Some of the oldest examples of AI are MSFT using it to detect potentially fraudulent logins (based on such criteria as location, time of day and historical pattners) and V and AXP using it to detect potentially fraudulent credit card usage (based on criteria such as location, past history spend amount and type of stores). These have been used for well over a decade. Something more modern/recent applications - GOOGL Waymo self driving uses cameras and LiDAR to "see" and AI to process the environment in near real time. Another one is law firms using AI to read through pages and pages of documents and in some cases drafting them to. It's not as though there is some "on/off" switch for AI and once it's turned "on" the floodgates will open and everything is AI. It's slowly rolling out in niche areas with SLM's(small language) trained on proprietary data sets. How could a "public" LLM be useful for the fraud examples I provided? It wouldn't have the data.
how the hell AI can disrupt AXP you regards? Do you regards even own AXP?
So AXP went down 7% because of a doomer “research” article? You shittin me?
Retards think this thing will replace everything. Fuck JPM, AXP, CRWD, IBM, MSFT. Shit Anthropic is going to be 1,000,000,000 trillion market cap company at this rate.
It's more the combo of that idea of agents using crypto and less workers basically hitting the payment processors. From the article Agents went looking for faster and cheaper options than cards. Most settled on using stablecoins via Solana or Ethereum L2s, where settlement was near-instant and the transaction cost was measured in fractions of a penny. >Once agents controlled the transaction, they went looking for bigger paperclips. >There was only so much price-matching and aggregating to do. The biggest way to repeatedly save the user money (especially when agents started transacting among themselves) was to **eliminate fees.** In machine-to-machine commerce, *the 2-3% card interchange rate became an obvious target.* >Agents went looking for faster and cheaper options than cards. Most settled on using stablecoins via Solana or Ethereum L2s, where settlement was near-instant and the transaction cost was measured in fractions of a penny. Agentic commerce routing around interchange posed a far greater risk to card-focused banks and mono-line issuers, who collected the majority of that 2-3% fee and had built entire business segments around rewards programs funded by the merchant subsidy. American Express (AXP US) was hit hardest; a combined headwind from white-collar workforce reductions gutting its customer base and agents routing around interchange gutting its revenue model. Synchrony (SYF US), Capital One (COF US) and Discover (DFS US) all fell more than 10% over the following weeks, as well.Their moats were made of friction. And **friction was going to zero.**
V/AXP/MA selling off because of that Citrini AI doomer fanfic slop is the dumbest thing I’ve ever seen. Markets are way overvalued and due for a crash but not like this.
Just finished vibe coding a Robinhood, AXP & Mastercard replacement from my mommas basement 😦🤌
Also, Top 5 Day Trades ya'll: PYPL $46C 2/27 5.1K% (also $53C #3 again for 03/06 exp) NVO $40P 2/27 4K% IBM $227.50P 02/27 3.1K% (also #6 for $222.50P 03/06) AXP $317.50 02/27 1.88K% MA $485P 02/27 1.4K%
I've owned it for two decades, and most of that is my fault in not rebalancing and refusing to let a lot of companies go. While I haven't calculated the dividends, when I just blanket look at the cost basis versus it's current value, mcdonalds looks like shit, even compared to other stocks that pay dividend like say AXP that I've also had for 20+ years.
>Wall Street opened the week under heavy pressure as risk sentiment deteriorated on AI-related credit concerns and fresh trade uncertainty amid the feud between President Donald Trump and the Supreme Court. >The blue-chip index was weighed down by sharp losses in financial names. A wave of selling hit asset managers after concerns emerged around a private credit fund managed by Blue Owl Capital Inc. (NYSE:OWL). The firm announced it is liquidating $1.4 billion in assets to raise money to pay out individual investors Apollo Global Management Inc. (NYSE:APO) sank 6.6% on the day, marking its worst session since Liberation Day. Blackstone Inc. (NYSE:BX) slid 6.7% and has now dropped 16% over the past three sessions, its steepest three-day decline since March 2020, touching the lowest level since late 2023. Ares Management Corp. (NYSE:ARES) fell 6.3% KKR & Co. Inc. (NYSE:KKR) tumbled 8.3%, extending its monthly loss to 20%, the worst stretch since 2015. The weakness spilled into established financial heavyweights. American Express (NYSE:AXP) dropped 7.4%, Goldman Sachs Group Inc. (NYSE:GS) lost 3.5% and JPMorgan Chase & Co. (NYSE:JPM) retreated 4.5%. For the broader Financials Select Sector SPDR Fund (NYSE:XLF) it’s the worst day since early April 2025.
What the fuck happened to $AXP today?
AXP down -8% smells like a targeted liquidation of 🥭’s favorite economic indicator, the Dow, forcing the taco. He’s going to see the “800 point drop in the Dow” headline and ignore everything else. For comparison AAPL would have to be down almost 18% to have the same impact.
AXP down nearly 8% is tempting but naaahhhh
I guess anthropic is replacing credit cards! Down down AXP! 💃💃💃🤣
Americans actually had the lowest inflation, the most energy security, the least food insecurity, the most insulation from global chaos, the cheapest natgas AND gas prices, the best performing stock market (NVDA by itself was worth more than the marketcap of most of Europe or China/HongKong/Macau COMBINED), the strongest GDP growth, the strongest labor market, and the strongest currency by which they could use to offset inflation via travel/import. But folks here acted like we were the little starving fucking Gazan kids or freezing Ukrainian kids getting their limbs blown off by missile/drone strikes. The "vibe-cession" and "Gaza is SPEAKING!"^(notice how all those mofos disappeared day 1 after Trump took office even though shit got worse for Palestine?) Anyways: Fuck around, find out. Do dumb shit, get dumb prizes. Vote clown, get circus. Since we're WSB and not r/politics : I'll won't short the USA. Much easier to just short the dollar since GDP/inflation/devaluation/deficits are not likely to decline due to the huge national debt. Light/secured borrowing, go long assets, and diversify. SSO, UWM, VT, LVMUY, AXP, SCCO, SHEL, gold, RE if you can afford it, healthcare, financials, treasury notes or short-mid bonds (no long bonds), and the like.
No prob. Dump Lulu and look at AXP calls a month out or so.
Amex has been swinging pretty wild lately. Can make some money in calls on AXP.
GOOG, AAPL, INVE-B.ST, AXP, Swedish banks SHB-A.ST, SWED-A.ST, META
Everyone makes their own call with it ofc, but I just top up on the way down. The down last year during the tariff thing I bought more GOOGL and opened a position in AXP. Both worked out well. I’d have just topped up those, and other holdings, more if it had have gone down even more than it did. It’s like the example of the world’s worst investor, who invested a chunk of money the day before the dotcom bubble crashed, a day before the 2008 crash and then a day before the Covid crash. If they just remained invested through all of that, they’d still be up by a good amount. Past performance doesn’t guarantee future returns, but my view is that have we hit an ATH and it’s all down from here? Probably not.
Or just don't play momentum..... I've just been keeping my short note USTs around 10-15%. Extra money had been going into things opportunistically: energy (SHEL/CHRD), small caps, LVMUY, and select financials like AXP/BLK. Recently added to MSFT. Just don't buy what's being hyped by WSB. Remember kids, some folks are actually born with lower IQ, stunted mental development, and/or a mental health condition. But folks on WSB? You guys can CHOOSE to be not be retarded. Every day. Like just be ~~yourself~~ not retarded.