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Capital One Financial Corp

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I was a longterm discover investor. I think there are a lot of synergies between them and COF that can be exploited and in the near term COF will be able to use cash from moving their cards to the discover network from visa/mastercard to give better credit card offerings. I also like that they have a relatively small physical footprint since most banking is moving online. Capital One is a long hold for me. AMD is a pure AI hype play, I feel like I’ve ignored it way too long so I waited for AMD to get beaten down and went in.
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