ASoya @ASoyaInvests

$BB is not a stock you want to micro-manage. Buy. Hold. Accumulate. Enjoy the ride!

$SOFI someone placed a $296K moonshot bet on Sofi Jan 2028 $47 strike. 👀

🚨 $REAX The Adaos Trust, a 10% shareholder, filed a Form 144 to potentially sell 52,876 shares (~$1M). Could be contributing to today’s selling pressure, but the filing doesn’t confirm the shares were sold today.

David Velez, CEO of $NU, says that credit accounts for 70% of the financial sector's profits. And he states: "This is an area where we can very confidently say we are among the best in the world." LONG $NU.

Inversor Amateur @invertiramateur

3 days ago

David Vélez, CEO of $NU, predicts that within 10 to 20 years, global financial services will resemble what we see in Brazil today. ¿Who dominates and knows Brazil like no one else? Nubank. Bullish.

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$NOK Euro Stoxx 50 re-entry effective Sept 21! 🚀 Passive index funds forced to buy & lock up shares. ​Higher liquidity + institutional float means way harder to manipulate or short-attack. Stronger support floor building while AI backlog scales up! 🔥🐂

Nubank $NU earned $17.10 of monthly revenue per active customer in Q2 while reporting roughly $1 of monthly cost to serve. It is easy to subtract the two and mistake the gap for customer profit. Cost to serve covers a narrower set of expenses. Credit losses, funding and other operating costs still have to be paid. In our forecast, operating expenses rise from roughly $3B to $5.2B even as revenue grows faster. The low service cost is a real advantage: more customer activity can run through the same digital infrastructure. To judge the earnings it produces, we still need to follow the money through the rest of the bank.

The US, EU, and Gulf states send over $300B in remittances abroad. The average fee worldwide is about 6.4%. Using stablecoins, $NU's Global account can move that money for 0%, without needing to profit from the transfer itself. Nu makes its money on what happens after the cash arrives. Families spend those remittances on: - Daily bills - Credit cards - Car loans - Mortgages The remittance is just the free bait, while spending volumes are the fish. If the company captures a meaningful share of incoming remittance volumes in its core markets, it can make large profits from the spending that comes from it.

This is a great write up, but here's something I thing worth highlighting With them buying Atome and strengthening their lending segment, this deepens $GRAB's relationship with customers. If you have a loan or get paid through $GRAB, you're not leaving them for Waymo. That would make no sense. Especially if you've never heard of that tech before, even people I know in America don't fully trust it yet. Waymo might have a 10 year risk, but I don't see it hurting for the next 5 years TBH

CONVICTIONLAB @ConvictionLab

14 hours ago

Waymo, Grab and Southeast Asia. 1/8 Some thoughts on the Waymo news and what it means for $GRAB. I currently own 48,000 shares of Grab so obviously I am watching this closely. Waymo coming to Singapore is not something I would just brush off. There is a genuine long term risk

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Even more bullish news for Nokia 👀 $NOK and $MSFT are extending their partnership to accelerate AI-powered network automation. They are developing an agentic, unified data foundation designed to support faster and more reliable AI-driven operations for telecom providers. Nokia is combining its Data Suite with Microsoft Fabric, allowing telecom operators to bring massive amounts of network data together and make it usable by AI agents. These AI agents will be able to help: • Detect network issues • Find solutions • Optimize 4G & 5G performance • Predict future issues before it affects customers Basically, these AI agents, in real time, will be able to detect and solve any network problem that may occur throughout the network and make everything much more fluid This comes right after Nokia announced that they are expanding their partnership with $NVDA, combining Nokia’s software with NVIDIA’s accelerated computing to power AI-RAN and help build the foundation for 6G networks Extremely bullish, Nokia continues to position itself as a key piece to the future of AI network automations

$BB : The first Canada Investment Summit will take place in Toronto next week on September 14-15. There will be fund managers from around the world who together managing just over $120t USD. They will find out what Canada has to offer and why. I am sure BB will be one of such opportunities. Our PM Mark Carney is hoping to attract $1t of new investments in the next 5y. Last year we got $183b so it's doable. Smart investors go where the opportunities are. And Canada is such a place today. Your call. I am all in in Canada.

The easiest time to say you have conviction in $SOFI is when the stock is ripping. The real test is everything in between. I’ve held through the ugly stretches, kept adding when the thesis kept improving, and I’m still nowhere close to thinking the long-term opportunity is fully priced in. Patience is still the strategy.

$SOFI $SOFI remains in the Buy Zone at $10.34–$18.49. I’m still expecting higher prices from this area, with $50.12–$61 as the next major target zone.

Insiders are buying a lot of $CELH. - CEO: $700K - Director: $1M - Director: $600K - President & COO: $200K That’s $2.5M combined at roughly $28/share. Someone thinks the stock is cheap. $CELH

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Yes these Celsius $CELH purchases certainly stood out when we were looking at insider buys this week. They were also buying at similar prices in May. Although those Nov 2025 purchases by the same director that was buying this week (Hal Kravitz) and by their COO were not timed well. Kravitz was previously a Coca Cola executive and has been on Celsius' board for over 10 years. We usually like to see opportunistic insider purchases by independent directors with long tenure on the board.

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SixSigmaCapital @SixSigmaCapital

a day ago

$CELH insider buys are becoming noticeable here. Celsius CEO bought, Rockstar CEO bought (>12 million shares, ~5% of the biz), President bought and also 2 separate Directors. 5 separate insiders is not nothing tbf

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$GRAB Nuggets 🥜 > $GRAB is expanding its Singapore AV fleet by 5X, to 50 vehicles, in the next 6 months. > The AV fleet has logged over 110,000 kilometres of autonomous mileage on Singapore’s roads, and served more than 12,000 unique riders, 99% of whom would recommend the service. > Scaling to 50 vehicles is a key stepping stone for Grab’s goal to responsibly deploy thousands of AVs across Southeast Asia by 2030.

Peter Oey @peter_oey

17 hours ago

One more update from this big week at Grab! We’re expanding our Singapore AV fleet by 5X, to 50 vehicles, in the next 6 months. We’ve been collaborating with the Singapore government to finetune and expand our service in one of the city’s residential neighborhoods. And now, we’re

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JUST IN: 🇺🇸 Fed will inject $16.5 billion into the economy starting today.

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The rally is just getting started… Buckle up!

$NOK 🚨 BOOM TODAY! — ANOTHER NEWS 🔥 Nokia and UAE telecom operator du have deployed the world’s first six-carrier aggregation on a commercial 5G-Advanced network, combining six 5G carriers across 420 MHz of spectrum to significantly increase network capacity and performance. The deployment uses Nokia’s Habrok Massive MIMO radios and is designed to support AI-powered applications, next-generation digital services and growing high-bandwidth demand. The milestone strengthens Nokia’s position in 5G-Advanced, AI-driven networking and next-generation connectivity, while supporting the UAE’s long-term 6G roadmap. 📡🤖🚀 Another important 5G/AI infrastructure catalyst for $NOK

$NOK CEO Justin Hotard went on CNBC today Very exciting one They are position themselves as a the great partner in technology with recent partnerships with $GOOGL $NVDA $MSFT The goal is to be the most trusted infrastructure for everyone, an essential piece that is positioned to thrive for the future Let’s go. x.com/nokia/status/2…

Jensen Huang, $NVDA CEO, said that the next REVOLUTION is DIGITAL BIOLOGY. Here are 10 biotech stocks that can 10x: 1) $HIMS