Banks U.S. Community
Our community narratives are driven by numbers and valuation.
Banks U.S. Investing Ideas
Investment Analysis (May 2026)
Nu Holdings takes a hit as Brazil’s economy weakens and loan losses rise, but the core idea stays the same: a branch-free bank that keeps gaining customers and selling them more services. The next chapters—getting bigger in Mexico, testing new AI-driven advice, and a possible move into the U.S.—could change how investors see the business, but there are real risks tied to Brazil and credit quality.Read more
Inter&Co - 60/30/30 Plan
At the beginning of 2023, Inter surprised those who did not follow the thesis in the market by disclosing its 60/30/30 Plan, which is a set of company guidelines for the year 2027. The company's goal is to reach 60 million customers, an efficiency index (expenses/revenues) of 30% and a return on equity (ROE) of 30%.Read more
U.S. Bancorp's Revenue Will Grow 8% and Profit Margin Will Reach 27% in 5 Years
Valuation Based on the February 2026 transition details from U.S. Bank announcements and related sources. U.S. Bank Brokerage Transition Brief – February 2026 • What happened : On or about February 17, 2026, U.S. Bancorp Investments (USBI) transitioned its retail brokerage and advisory accounts to its affiliate, U.S. Bancorp Advisors (USBA).Read more
Nu holdings will continue to disrupt the South American banking market
Two years ago i bought Nu at $11. Now there were two main things which gave me conviction.Read more
Nu Holdings Ltd Technical Analysis
1. Price & Volume Snapshot NU closed at $15.19 on 2 Mar 2026 on 80.74 M shares, just above its key support and within striking distance of the next resistance.Read more
Maturing Customer and Customer Expansion Will Fuel Growth
Catalysts Onboarding of customers in Mexico and Columbia continues to increase. Maturing Brazil Market demonstrate higher increase in ARPAC.Read more
Citigroup's Technical Analysis
1. Price & Trend Snapshot Citigroup closed at $110.76, down 0.62 % on 4 Mar 2026.Read more
Pole position to benefit from GENIUS Act
New rules around digital dollars could let Citi bring its global payments network into the stablecoin era, helping big companies move money across borders faster and with less friction. With its main banking businesses also picking up steam and a major overhaul aimed at cutting costs, the big question is whether Citi can turn this momentum into lasting gains—or get tripped up by a rough economy and global shocks.Read more
M&T Bank will Ride Market Trends in the Next 3 Years
M&T Bank's stock price is likely to move in line with broader market trends and the overall performance of the banking sector. Potential: Strong economic growth and rising interest rates could positively impact M&T Bank's profitability.Read more
