Buy NU by May 12, 2027.

I think the AI trade is nearing a peak and want to diversify. There's this crazy narrative in the market that AI is the only source of growth but I don't think that's true. A few I like: \- Internet Advertising: APP and RDDT price you don't have to be Meta to put up monster ad revenue growth and neither show any signs of slowing down \- Latam: NU and MELI are both down on Macro and near term profitability …