What Nick Stock Cafe said in this video:
- NUbullishlong-termThe host bought 100 NUBANK shares premarket at $11, calling the election-driven 25% crash the stupidest reason to fall, and plans to keep holding and adding on baseless dips.Source
- SOFIbullishmid-termSoFi beat on revenue and EPS with a record Rule of 40 of 79, guided 2027 EPS to $0.90, and the host derives a fair value of $27 at a 30x multiple; he added to his position after the rally.Source
- Geopoliticsneutrallong-termThe host sees no evidence Lula is worse for Brazil: 13% rates are historically normal there, the market rose 500% during Lula's prior term and 60% during his current one, so the crash was just the market guessing wrong.Source
- NUbullishmid-termLula's Desenrola debt-renegotiation programs have the government absorbing bad loans, and NUBANK as the largest participant and biggest bank for the poor is the biggest beneficiary — a clear short-term positive.Source
- SOFIneutralmid-termFee-based revenue share slipped to 42% from 43% because lending grew so fast — the one blemish in the report, which the host wants to monitor for a few more quarters.Source