@CarsonTalkMoney

20 | Stock Market Addict 📊 | Compounding early to be work-optional by 25 💰 | NW $150,000+ |

 Kentucky
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Joined June 2025
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The Story of Carson Talks Money

Article · @CarsonTalkMoney
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I bought $NU today after the 20%+ dip, and also added some $RDDT and $GRAB alongside it. These are three great companies getting sold off. I’ve been holding cash for exactly this, so I’m happy to buy the dip. If you're curious how I feel about the $NU news , I'll link my full breakdown below 👇👇👇
Carson
@CarsonTalkMoney13h
I spent all morning do research on $NU and Brazil and honestly don’t see any major concerns I think this a massive over reaction Here’s why:
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xitter.cf/carsontalkmoney/status…
Carson
@CarsonTalkMoney13h
Replying to @CarsonTalkMoney
1) It’s not a $NU specific problem They have been executing insanely well, but are selling off due to an election Brazilian bank stocks fell 20–30% and $EWZ dropped 27%+!!! The market is repricing an entire country, not Nu's business
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What do you guys think about $AMD buying a stake in $META? I personally like it Meta is trading pretty cheap, and it would strengthen AMD's ties to a Mag 7 company. That could be huge down the road
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The Carson Fund had another rough day… Carson Fund ⬇️ 0.96% $VOO ⬆️ 0.69% $QQQ ⬆️ 1.11% Biggest winners - $AMD ⬆️ 2.8% - $AVGO ⬆️ 2.33% - $CAKE ⬆️ 1.62% Biggest losers - $NU ⬇️ 16.95% - $RDDT ⬇️ 4.02% - $GRAB ⬇️ 2.87% How did you guys do today?
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You can see my entire portfolio for free on Blossom!! getblossom.onelink.me/SOfu/C…

Carson Maschinot | Blossom Social

19 | Stock Market Addict 📊 | Compounding early to be work-optional by 25 💰 | NW $150,000+ |

blossomsocial.com
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$NFLX continues to get more attractive! The last earnings weren't great, but dips like this eventually become opportunities. At what price would you call it an opportunity?
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$NU EPS chart during Lula's most recent term btw…
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Carson retweeted
Carson
@CarsonTalkMoney13h
I spent all morning do research on $NU and Brazil and honestly don’t see any major concerns I think this a massive over reaction Here’s why:
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Was there any reason $GRAB was down today? I honestly didn’t see any news and Oil prices were actually down today Is it just sentiment or did I miss something?
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100% agree with this take I think a lot of companies in Brazil might get negativity affected, but the most well ran companies are great opportunities $MELI and $NU are two of the companies that come to mind
ornelas.a@ornelaas28h
Replying to @CarsonTalkMoney
I'm from Brazil, this is an overreaction due to elections. Some good stocks to take a look at are INTR, XP and of course NU! Current government is really not the best but there are great companies in the country that are taking unnecessary hits
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After todays moves $TSLA is now more valuable then $AVGO, so lets compare them $AVGO Revenue -> $89 billion Revenue growth -> 50+% (latest quarter +86%) Net income -> ~$38 billion Net margin -> ~43% Gross margin -> 75% Operating margin -> 68% (non-GAAP, latest quarter) Free cash flow (latest quarter) -> $13.7 billion $TSLA Revenue -> $103 billion Revenue growth -> ~8% (latest quarter 0%) Net income -> ~$3.2 billion Net margin -> ~3% Gross margin -> 19.6% Operating margin -> 2.6% (latest quarter) Free cash flow (latest quarter) -> $1.5 billion Which are you buying?
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KG Invests
@KGInvests_13h
We have the most overvalued company $TSLA pumping while every single undervalued AI company crashing. These are wild times that we live in The market truly is more irrational than we can stay solvent
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Is anyone buying the Anthropic IPO? Not all the details are clear, but it's likely going to IPO at a $1.5- $2 trillion market cap!!! I'm personally sitting this one out
Julian
@Julian_Trades114h
$ANT Anthropic just filed for their IPO‼️ Investors can now get an official look at their most important financials ahead of going public. What are your thoughts on the IPO?
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I'm already making the stock go up!!! You're welcome $CAKE share holders
Carson
@CarsonTalkMoneyOct 25
It's always nice to support a company you're invested in! I had a great night out with my family at The Cheesecake Factory!!! Bullish $CAKE! 🍰
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It's safe to say I'm not hitting $100,000 any time soon Today another rough start to the week - $NU ⬇️21.41% - $RDDT ⬇️5.39% - $GRAB ⬇️ 3.05% - $CELH ⬇️ 1.95% - $META ⬇️ 1.67% - $NOW ⬇️ 1.6% - $ZETA ⬇️ 1.38% How are you guys doing today?
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I spent all morning do research on $NU and Brazil and honestly don’t see any major concerns I think this a massive over reaction Here’s why:
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more replies
9/ The loan book isn’t at risk • Risk-adjusted margin hit a record 12.4%
• Early delinquencies improved to 4.8% last quarter
• Loans equal only 35% of deposits All are great signs $NU is doing well
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10) That being said I’m buying the dip I see no reason they should be down that much, and it’s peer panic IMO, I’m happy holding them and even buying more at this current price What are you guys doing with $NU?
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