NUNu Holdings Ltd

U.S.-listed Brazilian stocks are getting a serious boost after Flavio Bolsonaro outperformed expectations in Brazil’s first-round presidential election. $PBR jumped around 10% in premarket trading, while $BBD, $ITUB, $NU, $VALE and $EMBJ also moved sharply higher.

The market clearly sees the election result as a potential catalyst, but there’s still another round to go. I’m curious to see whether this rally has legs or if investors start taking profits. Would you buy the Brazil trade here, or wait for more clarity?

$NU is getting fresh attention after entering the stablecoin business with a new account that lets customers hold and move digital dollars across more than 35 countries.

The move gives Nubank another way to expand its digital banking ecosystem while tapping into the growing demand for stablecoin payments.

Could $NU become a bigger player in digital finance as stablecoins keep gaining adoption?

$NU slipped as investors took a more cautious view following its recent run, even though many analysts remain optimistic about the company's long-term growth prospects.

As one of the largest digital banking platforms in Latin America, Nu Holdings continues expanding its customer base while adding new financial products across the region. The recent pullback highlights that even strong growth companies can face short-term volatility as investors reassess valuations.

Do you see this dip as a buying opportunity, or do you think there's more downside before the next move higher?

$NU is attracting fresh attention as investors continue watching the digital banking leader's rapid growth across Latin America.With strong customer growth, expanding financial services, and rising profitability, Nu Holdings has become one of the most closely followed fintech names. As digital banking adoption continues to grow, investors are debating whether the company can maintain its impressive momentum. Do you think Nu Holdings is still one of the best long-term fintech growth stories, or has the market already priced in most of the upside?

I've never delved into bank stocks.

$NU's no-brick-and-mortar approach is super low-cost. Their business model focuses on young customers--a group that's growing every day.

Revenues are growing. Profits are growing. They are wildly profitable in Brazil and have already achieved profitability in Columbia and Mexico. They've applied for an American banking license.

With a PE of 17, a proven business model and enormous growth potential, I really like this stock. If I'm missing something, I'd like to know.

$NU shares dropped 22%, putting the fast-growing digital bank under pressure and leaving investors debating whether this is a buying opportunity or a warning sign. The company is still growing rapidly, but right now Wall Street is showing that even strong businesses can get punished when expectations get too high.

Feels like the market acts like AI is the only place where growth exists, but there are still some really interesting companies outside of that trade.

A few I’ve been watching:

• Internet ads  $APP and $RDDT are proving you don’t need to be Meta to grow ad revenue like crazy. Growth still looks strong.

• Latam $NU and $MELI both got hit over macro fears, but the actual business growth hasn’t slowed much at all. Feels like people are focusing too much on short term noise.

• American fintech $FIGR just put up a huge quarter. 100% YoY growth and strong sequential growth even when origination should’ve slowed seasonally. Whether people like the “blockchain” angle or not, something is clearly working.

Curious what other non-AI growth names people here are watching right now.