Morgan Stanley analyst James Faucette said he believes Visa's (V) $5.3B deal for infrastructure technology provider Plaid, which provides fintech companies such as Venmo, Robinhood,and Credit Karma with tools to connect to their customers' financial accounts, may help Visa narrow its valuation gap with MasterCard (MA). He thinks there is a perception of MasterCard "being more front-footed on tech issues," although he does not believe that is actually the case, and he thinks this deal, along with the recent acquisitions of Earthport and Rambus, should help to improve investor perception, Faucette tells investors. He maintains an Overweight rating and $220 price target on Visa shares.