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$NU Holdings(NU.US) Nubank, a leading digital financial institution in Latin America, has agreed to acquire Banco Porto Real, enhancing its service offerings for over 115 million customers in Brazil. This acquisition, pending Central Bank approval, aligns with regulatory requirements and will integrate Banco Porto Real's banking license into Nubank's existing operations without adding capital or liquidity pressures. Nubank aims to expand its market share while maintaining its commitment to innovative, customer-centric financial services, having already significantly increased access to banking solutions for millions of Brazilians. Nu has recovered nicely since the last earnings, currently hovering around the $13 range. Let's see if the upcoming earnings can propel the stock higher. @Captain's Treasure

$Meta Platforms(META.US) Anthropic is holding very preliminary discussions on leasing computing capacity from Meta. After The New York Times reported that the two sides are discussing a potential transaction valued at around USD10 billion, shares of the social media giant rebounded. The discussions come weeks after Anthropic announced a similar agreement with Elon Musk-owned SpaceX to use computing capacity at its Colossus 1 data center to enhance service capacity for paid subscribers. This highlights that Anthropic, as one of the major AI laboratories, continues to engage in large-scale collaborations with other AI labs to access AI chips produced by Nvidia. In my opinion, this could help spur the recovery of Meta stock, but the main focus comes next week earnings. @Captain's Treasure

$Grab(GRAB.US) Grab runs a super app across Southeast Asia that brings together ride-hailing, food and grocery delivery, digital payments, and financial services in one platform, connecting millions of consumers, drivers, and merchants in daily transactions. Its services range from GrabFood and GrabMart to GrabPay, GrabFin, and GrabInsure, making it a central digital utility across eight countries. Grab generates most of its revenue from Deliveries at US$1.9b and Mobility at US$1.3b, with smaller contributions from Financial Services at US$379m and Others at US$4m. Grab Holdings stands out because it combines a super app footprint across eight Southeast Asian markets with fundamentals that fit well with a screener focused on financial resilience. @Captain's Treasure

$Netflix(NFLX.US) Netflix's Q3 revenue forecast of $12.86 billion and diluted earnings of 82 cents fell short of analyst expectations, leading to a huge drop in share price. The company is shifting focus from viewing-hours reports to prioritizing revenue and operating profit, aiming for new growth avenues including advertising and video games. Competition is intensifying, but Netflix remains confident in its performance, highlighting healthy engagement and plans to leverage technology and live events to support its growth strategy. The problem wasn't the headline numbers, but rather the forward guidance. In this era of the market, when forecast disappoints, the price reprices immediately, even if the results were just fine. I'm definitely going to load the dip, but it's not going to be a pretty ride. @Captain's Treasure

$SoFi Tech(SOFI.US) Investors reacted positively to a lower CPI in June, indicating a month over month inflation decrease of 0.4%, primarily due to falling energy prices. This decline benefits rate-sensitive sectors like fintech, REITs, and homebuilders, as the likelihood of an imminent rate hike diminished significantly after the CPI release. Sofi earns most of its income from lending, especially personal and student loans, but demand for these loan refinancing had been dormant during the high-rate regime. A steady-rate environment may not trigger a stampede of refinancings, but it could help revitalize the company’s sleepy student loan refinance program. I am still targeting a long term recovery to the mid $20s before the next bullish cyclical cycle. @Captain's Treasure

$Microsoft(MSFT.US) While a host of AI names have delivered massive gains, MSFT stock has shed 24% by being on the wrong side of the AI trade. Essentially, investors are worried that its massive AI infrastructure build-out won't generate the desired profits, while concerns that AI models could reduce the value of traditional software have also weighed on sentiment. Cloud computing and data centers are the keys. Msft remains a leader in cloud computing, a market expected to reach roughly $1.3 trillion in 2026 and potentially expand to $2.28 trillion by the end of the decade. The company is also positioned right at the heart of the data center boom, with that market forecast to grow from around $425 billion in 2026 to $902 billion by 2033, representing an 11% CAGR. Long term potential is still intact. @Captain's Treasure

$NIO Inc(NIO.US) Nio shares rose approximately 2% following Goldman Sachs analyst Tina Hou's upgrade to Buy with a price target of $7.00. Hou foresees strong growth for Nio, predicting a 43% increase in volume and a 60% increase in revenue for 2026, despite a 14% decline in the Chinese NEV market. She emphasizes the stock's attractive valuation compared to competitors, noting it is trading at significant discounts relative to expected price-to-sales and price-to-earnings ratios. With significant improvements and clear directions in every earnings call so far, I believe the recent dip is an accumulation period for those who missed out buying when it was $3 or those who bought at slightly higher prices of $6. @Captain's Treasure