Source Post

I sold my Nvidia shares to buy high growth midcap stocks. 1. XP Inc. (XP): The Disruptor. Gutting Brazil’s...

Apr 7, 2026

The creator discusses selling Nvidia to invest in three mid-cap stocks: XP Inc. (XP) as a disruptor in Brazil's banking sector, Allison Transmission (ALSN) as a cash machine with strong margins and buybacks, and Brinker International (EAT) as a takeover target due to its market share gains in the fast-casual dining space.

Linked Mentions

Tickers discussed in this post

EATBullishHigh ConvictionSignal-backedPrimary

Brinker International, parent of Chili's, is a takeover target due to its market share gains by offering affordable sit-down meals and its strong turnaround with surging free cash flow.

ALSNBullishHigh ConvictionSignal-backedPrimary

Allison Transmission is a cash machine benefiting from global commercial fleets, elite profit margins, and aggressive share buybacks.

XPBullishHigh ConvictionSignal-backedPrimary

XP Inc. is a disruptor in Brazil's banking sector, offering low-cost wealth management and providing exposure to emerging market growth at a discount.

Linked Signals

Tracked calls opened from this post

XP
buy opened Apr 7, 2026
-9.82%
EAT
buy opened Apr 7, 2026
+31.40%
ALSN
buy opened Apr 7, 2026
-3.08%