Nu Holdings: Why I Remain Constructive Heading Into 2026

Core Viewpoint - The analysis presents a structurally bullish thesis for Nu Holdings, emphasizing its unmatched scale and engagement as the largest digital bank in Brazil and Latin America [1]. Group 1: Company Overview - Nu Holdings is recognized for its significant market presence and customer engagement, positioning itself as a leader in the digital banking sector [1]. Group 2: Analyst Position - The analyst holds a beneficial long position in Nu Holdings and Itau Unibanco (ITUB), indicating confidence in the future performance of these stocks [2].