Sentiment: Positive
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Portfolio Spotlight: May 2026
May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
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In my portfolio I have both $NU and $SOFI. The reason is clear to me: each operates in a different market — $NU, as you wrote, is a leader in Latin America; they’re really pushing and growing at a decent pace. I bought $SOFI gradually around $7, so I have an established position and I don’t intend to add at the current price. We’ll see what stance the new Fed chair takes, but in the long term I see both $SOFI and $NU as very interesting opportunities.
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NU reported great results that confirm to me that fintech is a great business and I want to keep holding the stock. Unfortunately the stock didn’t respond by rising and in after-hours trading it dropped by 3%. I’ll add a little more, but my position is already large enough and now I want to buy more $SOFI.
Will you be adding $NU as well, or do you think the stock is expensive?
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I'll definitely buy $NU. A small pullback never hurts. I see its potential — I think it still has a lot to show us, and the gains will come.
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Shares of $NU have recently been hitting new all-time highs and keep rising. They grew by more than 50% just last year, and I think this year could be similar. The company is growing incredibly fast and is slowly catching up to $SOFI. I started buying last year, and if the price is lower, I’d be happy to buy more.
What is your opinion on $NU?
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Dave Inc. (DAVE) has a higher percentage upside potential compared to Nu Holdings (NU) because it is expanding faster in the U.S. market and its current valuation (the share price relative to earnings or revenues) is lower than its own historical average.
For a beginner investor this means the following: a stock’s valuation is measured with simple ratios, for example P/E (price divided by earnings per share). If Dave historically averaged a P/E of around 40x but is now only at 23x, that means the stock is currently “cheaper” than it used to be. If the company continues to improve (e.g., revenues grow by 37% in 2025), the share price could revert to that historical average — which would imply gains of tens of percent, perhaps 50% or more.
Unlike Nu, which has a larger market capitalization (USD 86 billion vs. USD 3 billion for Dave) and a valuation closer to its average (P/E 34x), Dave offers a larger “margin of safety” for investors — more room for percentage appreciation at the same fintech-sector risk. Analysts therefore favor Dave (rated “Strong Buy” vs. “Hold” for Nu).
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Where do you see opportunities in this uncertain moment, or where are you waiting for one to emerge?
Hello investors,
With the onset of a minor bear market, the market is now tense with fear. I'm curious where you see potential buying opportunities right now, or where you're waiting for an asset's price to drop to your intrinsic value.
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I already have a fairly large position in NU, but I'd like to buy more Sofi and significantly increase that position, though only around $24.
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Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks....
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When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
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Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
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Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
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Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it...
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Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
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Investors, which stocks are on your watchlist right now?
Most stocks are currently very high, so I don't see many opportunities. A few weeks ago I added $NU to my portfolio and I’ve recently been interested in $DUOL. The stocks have fallen a lot and the drop seems exaggerated to me. There are, of course, risks, but overall it’s interesting.
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Stocks are expensive right now and I'm not buying much. I'd like to buy more $AMD, but the price would have to be significantly lower.
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📅 This week's key market events!
This week will mainly be about macro data from the US and a few earnings reports.
🏦Tuesday
US CPI inflation - the main indicator of price trends and one of the key factors the Fed takes into account when deciding on interest rates.
Results before the markets open:
Sea Limited The $SE - important developments in the e-commerce and digital sectors.
🌐Mid...
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We'll see how this continues, but I'll definitely be watching inflation and I'm interested to see how $TTD stock reacts today after the drop.
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I've been overbought $NVO recently and if Tesla stock drops significantly again, I'd be happy to buy.
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I reduced my positions in MSFT and CTAS. I added to TSM, NDAQ and some insurers. I’m considering buying GRMN.