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Good morning!

We just witnessed a massive wave of data from some of the most important companies on the planet. If you were worried about a global slowdown, these reports might change your mind.

I have spent the morning digging through the latest filings for Apple, SanDisk, Visa, and Mastercard. Here is the breakdown of what happened and, more importantly, how the market responded.

Apple, The iPhone King Returns

Apple had a standout report that silenced the skeptics. Revenue of $143.8 billion was up 16% year-over-year. This is a significant jump, largely driven by a massive resurgence in iPhone demand across major markets.

Greater China also grew 38% year-over-year, driven by iPhone, which had record upgraders and double-digit growth on switchers.

The Market Reaction, Investors were thrilled. Apple's stock price jumped approximately 3.5 % in after hours trading. It seems the "death of the iPhone" narrative was, once again, premature.

SanDisk, The AI Infrastructure Play

SanDisk (SNDK) stole the show with a massive surge after their Q2 results blew past estimates. The catalyst was a huge wave of data center demand. As the world builds out AI, the need for high performance storage is skyrocketing.

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The Market Reaction, The stock surged 17% in response to the beat. This highlights that the "AI Boom" is moving beyond just chips and into the essential storage infrastructure that powers it.

Mastercard and Visa, The Global Pulse

If you want to know if people are still spending, you look at the payment networks. Both giants delivered a clear message, the consumer is alive and well.

Mastercard is signaling revenue growth at the high end of the low double digit range for 2026. They are seeing continued strength in cross border travel and high end consumer spending. For the fourth quarter, net revenues were up 15% overall with value-added services and solutions net revenue up 22% versus a year ago

• The Market Reaction, Mastercard shares climbed about 4% on the news.

Visa mirrored this strong performance. They are projecting low double digit adjusted net revenue growth for the full year 2026, supported by steady transaction volumes.

• The Market Reaction, Visa shares followed suit, rising roughly 1 % after the announcement.

The Big Picture Takeaway

The global consumer is resilient and the AI build out is accelerating. When the world's largest phone maker, the primary storage provider for data centers, and the two biggest payment processors all signal double digit growth, it tells me that the economic engine is still humming. This is exactly the kind of environment where we look for those high quality "compounders" to anchor our portfolios.

Pete's Investing Tip, Missing opportunity is always more expensive than trying to avoid risks you cannot control.

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Let’s finish the month strong.

Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.