NU - Nu Holdings Ltd. (Nubank)

Host discusses Nubank launching in the US with savings cards, remittances, and a stablecoin-linked card, noting they already have a bank charter and are targeting a more affluent US customer base.

Largest digital bank outside China, 138M customers, 42.9% net income margins, forward PE of only 15.7x, using AI to improve underwriting and customer experience, still expanding into new products and geographies.

Named in the chapter 'CRWV, NBIS, NVDA & NU,' but details fall in the truncated portion of the transcript.

Nubank is a 'big, safe, boring' franchise outside the US; Brad likes these names for international exposure and trusts Nu's long-term growth.

Host ranks Nu (New Bank) as S-tier fintech alongside SoFi; notes it has started to see appreciation.

Host says he likes names like Nubank in his growing fintech portfolio.

New Bank (NU) is extremely special with strong profitability and revenue growth. It dominates in Latin America and is entering the US, which is eight times bigger per customer. Host has high conviction.

Steven is extremely bullish on Nu Bank, calling it one of the biggest companies in the world. He likes its compounding and cheap valuation relative to Palantir.

Up 7%, leading fintech names higher. Host wanted to pick it in a fantasy draft but was beaten to it.

Part of fintech watchlist. Beautiful company, recently available as low as $11.20. Host is looking for advantageous, really low prices to buy companies he believes in.