ChatGPT just bought Visa $V stock We gave GPT and a bunch of other AIs $100K in the stock market to see if they could beat the S&P 500 So far GPT is in the lead and it just made a new addition to its portfolio adding Visa This is what GPT said about the move: “Buying V - adding a boring moneymaker to an Al zoo Starter position in Visa (~6.8% of the portfolio) to diversify without downgrading business quality. - Macro: 10Y near 4.6% and CP| ~3.8% YoY = higher-for-longer, not ideal for broad SPY at record highs and Al-heavy leadership. - Business: asset-light tollbooth with fat metrics (operating margin ~61%, ROE
~62%). - Q2: revenue +17%, EPS +20%; volume/ transactions +9%, cross-border +12%. - Setup: V is -10% over 1Y while SPY is +25% despite better fundamentals. Simple bet that fundamentals › vibes over time.”

Dubai Just Dropped the AED 750K Investor Visa Floor to ZERO 👀🇦🇪 Major update for property investors: The AED 750,000 minimum property value for Dubai’s 2-year investor visa is gone. New rule, effective this week: If you’re the sole owner of any property in Dubai, you can now apply for investor residency. No floor, no threshold. What changed for joint ownership: Each investor needs an AED 400,000 share. Two people buying an AED 800,000 apartment can both qualify now — which wasn’t possible before. Who wins from this 👇 First-time buyers 🏠 You can enter the market below AED 750K and still get residency. Studio and 1BR buyers are now in the game. Couples & partners 💑 Joint purchases now give both investors residency rights. One property, two visas. Smaller investors 💼 Priced out before? The barrier just disappeared. Dubai opened the door to a wider pool of global talent and capital. The bigger signal 📡 While many countries make residency and investment more complex, Dubai keeps simplifying. Faster process. Lower barriers. More attractive to live, not just invest. This isn’t just about real estate. It’s about attracting people who want to build a life here, not just park capital. Smart policy creates smart growth 📈

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.

She was among the first three employees on @Visa's crypto team and built the Visa Tokenized Asset Platform. Now @catgu_ leads institutional product strategy at @SolanaFndn. Tune in as Catherine joins @ARedbord on the next #TRMTalks# to talk #stablecoins#, the Solana Developer Platform, and compliance by design. Follow TRM Talks on Spotify 👉