V has the same base-above-the-9-EMA look as MA, arguably slightly better; above 426.46 there is little until 442.23, and the host expects a push to new highs.

Visa pulled back, got mean reversion and is holding up; he is watching for a breakout over the 426.46 high in coming sessions.

He says V and the financial stocks pulled back a lot off the high, then mean-reverted and are holding up, having shown strength for a month to a month and a half. He would not be surprised to see that continue a little longer and is watching for a breakout over the 426.46 high in the coming few sessions.

Visa pulled back, got mean reversion and is holding up; he is watching for a breakout over the 426.46 high in coming sessions.

He says V and the financial stocks pulled back a lot off the high, then mean-reverted and are holding up, having shown strength for a month to a month and a half. He would not be surprised to see that continue a little longer and is watching for a breakout over the 426.46 high in the coming few sessions.

Visa is a wonderful, high-quality business, but at $433 even his rosiest assumptions yield only ~10.25% return, so for him it's probably a little expensive.

He listed V alongside MA as one of the financial names moving strongly that day, but gave no forward price direction, target, or timing.

He discloses that his account includes defensive holdings and lists Visa among the defenders that played a key role during the recent pullback and reduced account losses; he gives no clear price direction.

He describes Visa as the only company whose financial metrics come close to Mastercard, but gives no price direction or target.