u/ThrowRA137731

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+0.2%+0.2%
3d111100%+1.9%+1.9%
1w111100%+1.9%+1.9%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NUDDbullish
u/ThrowRA137731 · 25d agono track record yet
Long 1000 shares of NU

The Bull case for $NU (one of my next 10x)

NU is executing well with 135M customers, strong 83% activity rates, and ARPAC rising to $16. The company posted Q1 revenue of $5B, net income of $871M, and a 40% YoY credit portfolio growth. With analyst projections of $22B revenue in 2026 and continued earnings expansion, the author believes the stock will reach $100 despite a stated fair value of $19-22.

At post $13.36Now $14.09+5.5% since postedas of Jul 24, 4:59 PM ET
1d+0.2%
3d+1.9%
1w+1.9%
1m
3m
6m
1y
original post →

End of results.