我们谈论的是NU，股票代码是NU，这是一个非常有趣的对话。这家公司在FinTwit复利型投资者中非常非常受欢迎，Evan提出了一个非常令人信服的理由。
We are talking about N U, the ticker there is N U, and it's a really interesting conversation. This is a company that is very, very popular among FinTwit compounder types, and Evan lays out a really compelling reason why why.
你知道，你有一个金融科技公司，ROE 30%，快速增长，估值合理，KPI好得多，创始人领导。他提出了一个非常好的理由，我们将就风险进行非常深入的对话，特别是Nubank的风险，以及整个金融板块的风险，因为你将看到很多与90年代Capital One的相似之处，以及其他一些事情。
You know, you've got a fintech that's grow ROE 30%, growing quickly, trading at a reasonable valuation, the the much better KPIs, founder-led. Like, he lays out a really good reason why, and we are going to have a really insightful conversation on the risks, on the risks to Nubank in particular, the risk of the financial sector in general, as you're just going We've got lots of parallels to Capital One in the '90s, to a bunch of other things.