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Back in the 1960s there was a company called National Video. They made color television picture tubes, and were the first to produce a 23-inch rectangular color TV picture tube. It quickly became the industry standard, and every major TV set producer scrambled to get their hands on National Video’s picture tubes. They literally couldn’t make them fast enough. The stock went from a low of 15 in 1964 to a peak of 120 in October 1965. The final 70 points came in just the last few months. Eventually, though, the Motorola’s and Zenith’s of the world produced their own color TV picture tubes. They didn’t need National Video’s any longer. The stock went from 120 to a low of 40 in 1966, 15 in 1967, and then to zero in 1968 as the company went bankrupt. The poor thing couldn’t even make it to the Go-Go years. In those days, Mueller and Company produced tick volume charts. National Video’s chart depicted the stock going from Northwest to Southeast in a straight line while the tick volume line went straight up. The stock was a fundamental short. In those days, short sales could only be executed on an uptick. Which meant the whole world was always offered up an eighth. Oh, National Video’s ticker symbol? NVD.A. This story is true, but any resemblance to any other companies is purely coincidental.

@dewmboom over the past 5 years, $NU lows for the year have all come mid March to mid May. Each was a buying opportunity.... and here we are again

Top companies who added $NU or started a new position in Q1, 2026!

@AnalysisOp @TheRayMyers Yep, that's it. Not sure if "smells" is the right word but it is a cautionary item. That being said, if they continue to perform, at some point the market will acknowledge what a powerhouse $NU is. They're not sustaining growth on luck - great strategy, excellent execution

@TheRayMyers Really looks like it. Only thing that smells is that only operates in 3rd world countries 😬 If it's operations in US were already stable, it'd be other very different thing....

$NU is down 21% in 1M 🔴 Is this an opportunity? - 62% of Brazils Adult population as customers - 15% in Mexico - 11% in Colombia - Massive potential to 2-4x ARPU - 55% EPS Growth - FWD P/E of 13

@TheRayMyers Its astonishing how they are maintaining both cust growth and active user %, and Mexico is just getting started. Its hard not to fall in love with $NU and their mgmt team. I'll ride it down as far as it goes and add more. I just dont see a long scenario that doesn't pay off

$NU customer count grew by 14% Y/Y and 3.2% Q/Q to 136.2M, an increase of 4.2M over Q4 2025! In the below graph you can see how the growth has decreased significantly in the 2 years, this is understandable. You can’t grow customers at 30% per year once you already have over 130M customers. However, interestingly, the growth rate has plateaued in the last few quarters and appears not to be decreasing as fast as some expected. Simply put, Nu continues to acquire new customers, as the total addressable market is vast. Moreover, 83% of these customers are monthly active customers, the same as last year. In fact, the activity rate has remained unchanged for 4 years, which is remarkable given the rapid growth. One could expect a slight decrease in activity rate after expanding into two new countries and adding tens of millions of new customers, but we are not seeing that.

@TwNg198 @wolfofharcourt LOL

@wolfofharcourt $nu growing rate not that good… sign of slower growing. time to open short sell $NU

$NU is about to hit escape velocity. Average Revenue per Active Customer hit a record $15.90 which is 16x its cost to serve. It's still adding 4 million new customers per quarter, just wait until these cohorts mature.

@Shefl 99% of fintwit are day/swing traders who in the case of $NU might be trading tiny volumes - maybe $100s or 4 figure $ worth. totally inconsequential. 97 of 100 Fintwit posts are totally worthless (incl mine lol), but the other 3 are super insightful and valuable

Everyone on twitter is super bullish $NU. so who's selling then?

@alexposadzki @globeandmail Well she's left a pretty ugly reputation for Canada being a global centre for financial crimes & consistently looking the other way. "Reports from Transparency International class Canada among the worst global exporters in the G20 for holding financial criminals accountable"

SCOOP: Sarah Paquet exiting as director of Canada’s anti-money-laundering watchdog /via @globeandmail theglobeandmail.com/business/econo…

My dog when he hears the crinkle of a food wrapper

@RESERVAdeVALOR It's entirely possible/probably that the Market is going to punish $NU due to the cost of their US entry. It's going to take a Looooong time and massive investment to see a return in the US. History is riddled with companies who have been beat up on US entry. Hope not though

$NU 👀 x.com/FedexSTi/statu…

$nu ✨

@RyanDetrick @Mr_Derivatives

Pyramid of the best investors ever. Who is missing?

@BrettKessler__ You'd be right if $NU managed risk and revenue streams like a traditional bank. They aren't just winging it, issuing credit and crossing fingers. If earnings don't beat I could see some more downside here but being long anywhere under $13 is a very very safe place to be

The Reality Check: Look at the unit economics and the consumer credit wall. Emerging market consumer credit is highly sensitive to macro volatility. While $NU has a phenomenal cost to serve advantage over legacy banks, you cannot aggressively scale unsecured lending into a globally stalling physical economy without absorbing massive tail risk.

Nu Holdings $NU is gearing up to report Q1 2026 earnings this Thursday, and the market is already blindly bidding up the expectations.  Retail is obsessing over their massive customer growth in Latin America, but they are completely missing the structural reality of the macro environment. Here is what I am watching. 🧵

@TheTDJ @CoachDanCasey I'm pretty sure in Madison at Camp Randle, thought I saw the logo n field. could be wrong

@CoachDanCasey Where was this being played?

Every coach should spend 5 minutes listening to Mike Holmgren detail his Opening Script

@CHEK_News These people dont give a damn about the salmon population or the ecosystem that salmon support. Its a selfish money grab and we've had enough of this. NO FARMED SALMON

Some B.C. First Nations want Ottawa to cancel its ban on open-net salmon farms and hand them the reins of a reformed system that could better protect both wild salmon and jobs in their communities. cheknews.ca/b-c-first-nati…

@FNFFSBC This just shows how much the west coast wild salmon ecosystem means to some First Nations. The truth always comes out. They dont give a crap about the environment and the wild salmon that form the foundation of the ecosystem. Its all about a cash grab $$. Absolutely disgusting

"It can't be pipelines and mines and forestry for some First Nations, but not salmon aquaculture for others." — Hasheukumiss, Tyee, Ahousaht First Nation That's not partnership. That's not reconciliation. BC Coastal First Nations to Ottawa: we're asking to stand inside Canada's economic agenda — partner-to-partner. #IndigenousLed #cdnpoli #bcpoli #fnpoli #UNDRIP #DRIPA

@Ronycoder you'd have to pay me to watch 44 min of this guy who's lost all credibility in past couple years.

Instead of watching an hour of Netflix, watch this. Bill Ackman literally gave a 44-minute masterclass that explains money better than most business schools. Repost & bookmark it to watch this weekend.

@davey_juice $NU is an absolute head scratcher. Incredible company but we can't keep saying "the market is mispricing this" The markets rules. I think there's legitimate concern that their accelerated investments are going to negatively impact earnings and we might see $12 or less short term

Added to $nu here at 13.9 Assuming even 15x earnings as terminal multiple, this thing can compound at a high rate imo. Many many drivers

@timthielmann @Nick_Decap @Aaronpete_ Tim, maybe first think about offering compassion and condolences to the families Do you have the same vitriol for heterosexual or racial minority murders? or do you just focus on a tiny % of the population you hope will fuel hate & get you votes. Its a lazy political strategy

@Tundratide @Nick_Decap @Aaronpete_ I don’t recall that tweet, but I certainly don’t have many nice things to say about the young man who tried to burn down his house, claimed to be a woman, and murdered innocent students. If that’s your Lane, it’s all yours.

If you haven't listened to Aaron Pete and Tim Thielmann's debate on reconciliation, I highly recommend it. A few thoughts: First, @timthielmann and @Aaronpete_ both deserve praise for modeling respectfully and constructive discourse. They engaged in good faith, they didn't employ the logical fallacies, misdirection, and outright lies that is so common when people with genuinely opposing views come together to debate. This didn't feel like opponents trying to 'win' a debate by making the other guy look bad (Dave Smith/Douglas Murray comes to mind) this actually felt like ideas being tested. Steel sharpening steel. I don't like to think of things like this having a winner. When you have a good conversation, everyone wins. But in terms of whose ideas withstood the test of opposition, Thielmann's arguments clearly carried the day. Thielmann's premise is that colonization brought indigenous people into modernity, on balance that has been good, and the way forward is not to rewind history but to implement total equality. He makes the case eloquently. Pete concedes that reconciliation has many problems, but believes the negatives of colonization have caused harms and accrued a debt owed to indigenous people. He wants to see a form of reconciliation that remedies those harms. He made a few good points, but overall he failed to make his case. In fact it wasn't clear what his case was. Pete's problem is that he genuinely is acting in good faith. He steelmanned Thielmann's arguments, he didn't lob ad hominem's or draw false equivalencies. Stripped of these tactics, the argument for race-based reconciliation becomes so threadbare as be functionality invisible. You can see why ideologues don't want these topics debated. Pete's strongest point was that it's very well to ask people on reserves surounded by addiction and poverty to pull themselves up by their bootstraps, but in reality it's very difficult, and society has a role and responsibility to help. I agree, but that's an argument for poverty reduction and addictions treatment, not-race based reparations. Ultimately, I felt like Pete is a man trying to hold onto long-held views but struggling to find any intellectual grounding for them. There are two paths most people take in this situation. They can resort to fallacies, emotional reasoning, and lies, which Pete seems to have too much self-awareness and integrity to do. Or, they can change their mind. I'll be interested to see what direction he ultimately takes. Anyway, highly encourage everyone to listen for themselves.

@selinaai_ and then AI will know every intimate detail about your financial situation - your complete financial profile. Any AI tool would LOVE this - its gold for them and will influence all of your engagement with it for ever more.

🚨 BREAKING: Claude can now build your retirement plan like a Vanguard $500/hour wealth consultant (for free). Here are 5 insane Claude prompts that replace your retirement advisor, tax consultant, and investment strategist. (Save for later.)

@timthielmann @Nick_Decap @Aaronpete_ Your 1st post after the tragedy. It wasn't about the loss of lives, not about the families, it was some derogatory attack on trans kids or pronouns The Trans fear/hate strategy might win votes in the US but if that's the core of your campaign here, you'll be looking at another L

@Tundratide @Nick_Decap @Aaronpete_ Which comments did I delete? I don’t recall deleting any.