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.