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.”