INTR
Inter & Co. Inc. Class A Common Shares
stock NASDAQ

Yeah I agree. Always do your own research 🙏
I like NU and INTR more. Much better valuation and not that potential risk you mentioned.

Fintech offers several good deals for the moment. Also benefits from AI. NU, DLO, INTR among others. SOFI could be an option if you want to pay a premium in comparison to those mentioned to avoid emerging markets.
Asset managers which sold of due to "private credit risks" looks good (companies which aren´t exposed to bad loans). Brookfield, blackstone, blackrock, berkshire, fairfax, markel and more.
Amazon, MELI and SEA for E-commerce growth in different regions.
The software sectors offer some good deals but I would buy the whole sector. Be aware of high stock based compensation here so look at GAAP numbers.
META at 12,5 P/OCF could be either a bargain or a stock to avoid depending on if you believe their CAPEX will result in good growth or not.
EXPE and BKNG if you believe the oil prices will decrease and travel won´t be disrupted.
MA, VISA, AXP and FICO trades at good valuation depending on if you believe these companies will continue to grow with high margins or they will be disrupted by regulations.
UBER if you believe their growth will continue and they will be the main distributor of both human and self-driving taxis.

Nubank is hurting traditional banks. Short BBD, long NU + INTR.