Who mentions $DLO most on Surfaced?

@rubicon59 (rubicon59) mentions $DLO most — 13 mentions in the past 12 months.

When was $DLO first mentioned on Surfaced?

The earliest tracked mention of $DLO in the Surfaced archive was on Dec 16, 2025.

How many voices track $DLO?

6 FinTwit voices have mentioned $DLO 23 times in the past 12 months.

What kind of voices mention $DLO most?

$DLO is mentioned most by Semis voices on Surfaced.

$DLO — FinTwit mentions on Surfaced

Recent mentions

23 mentions

@intheassemblyJul 6, 2026 · 4:41 PM

+29% in one month ✅ Thank you Michael. $DLO https://t.co/DmWopjORAY

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@rubicon59May 14, 2026 · 8:51 PM

$DLO earnings were OK but kind of meh.

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@daniel_kossApr 30, 2026 · 3:51 PM

Interview with Pedro Arnt, CEO @ @dLocalPayments dLocal $DLO is a fast-growing payments company focused on emerging markets, sitting at the intersection of several major tech trends: cross-border payments, stablecoins, agentic commerce and the digitization of structurally underpenetrated economies. @itsalasdairmann and I sat down with Pedro Arnt, CEO of dLocal, to discuss the company, its moat, its growth opportunity and what the future of payments could look like. Quick note: I was travelling in Florence with my girlfriend when we recorded this. I couldn’t find a spot in the Airbnb with better lighting and internet, and I only had my laptop mic. Will make sure it's better in future recordings! Timestamps: 00:00 Meet Pedro Art 00:27 Why Join dLocal 03:16 Emerging Markets Similarities 06:29 Moat Beyond Software 11:48 Beating Stripe and Adyen 14:34 Volatility as Opportunity 15:57 Take Rate and Margins 17:51 Operating Leverage Playbook 21:45 Investor Trust and Numbers 26:13 Long Term Secular Trends 27:13 Small Cap Upside 28:06 Emerging Market Megatrend 29:14 Long Term Builders 31:10 Stablecoin Reality Check 37:03 Banks Finally Compete 38:33 Agents Inside DeLocal 40:38 Agentic Payments Future 45:45 Shopping Still Human 48:11 AI Native Threats 50:02 Big Favour

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@rubicon59Apr 24, 2026 · 12:55 PM

@KryptoBull2025 $DLO and $APP haven’t yet re-rated.

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@investmentguru_Apr 18, 2026 · 3:33 AM

The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread - $RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ Read this

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@daniel_kossApr 13, 2026 · 7:07 PM

Portfolio update: YTD +112% Current portfolio: $NBIS 76% $OUST 18% $MU 16% $KRKNF / $PNG.V 16% (over 100% because leverage, don't do that pls). Went 1.2x long when Fear & Greed was at like 8 or 9. Increased it to 1.3x on the day Trump announced a deal would happen. Ah btw @strifenstray99 and @babyfolio can vouch I actually caught the bottom with leverage. I will always ONLY share my trades and never my leverage plays, because I don't want to inspire or motivate anyone to use leverage, I actually highly recommend to NEVER use leverage. I only do it because I'm a greedy idiot. You really shouldn't do it. Every time I use leverage my stress goes up so much that I tell myself "never again". It feels like an addiction and might actually take some years of my expected lifespan because of massive stress. Trying to be 100% transparent about this. Ok, think that was a strong enough warning lol. I stayed disciplined while everything was dumping, but when we were in such extreme fear with so many quality stocks being down so freaking much and it became so obvious that this sitution would deescalate sooner or later, I felt like it's time. Also really like SK Hynix, but don't like the current options of owning it. Would add on US ADR listing. Also think $TE has really good upside, but after updating my risk score for $TE after the recent earnings, my system doesn't let me own $TE, because I square the impact of risk on my risk-score, which essentially kills all high-risk bets immediately if they don't offer 2-3x the expected return of other opportunities. Last but not least I really like $DLO and am very tempted to add a position if I ever want to reduce my direct US exposure in the future. I know they are listed in the US yadayadayada, but if you follow the stock it's been pretty clear they don't correlate as strongly as many of the AI plays I like (duh).

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@rubicon59Apr 13, 2026 · 4:35 PM

I’be been getting a lot of crap bashing these picks. $DLO $CRDO

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@rubicon59Apr 10, 2026 · 7:15 PM

$DLO. “Look ma, almost not SBC, and I can still so >>25% growth for a long time.”

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@rubicon59Apr 10, 2026 · 7:09 PM

$DLO is still cheap. Low teens FCF multiple while 25%-35% growth. Paying out 1/2 FCF as dividend because so little is needed to sustain hypergrowth.

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@investmentguru_Apr 9, 2026 · 10:47 PM

The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread - $RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ

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@investmentguru_Mar 30, 2026 · 10:37 AM

The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread - $RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ $DLO is a hidden gem — a profitable, high-growth EM fintech with $1B+ revenue, 65% revenue growth, 50–60% TPV growth guided for 2026, and a $300M buyback. Trading at a massive discount to fair value with a Strong Buy consensus. The risk is pure EM FX and macro volatility. If you want non-US exposure with real growth, this is it Not financial advice. DYOR.

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@rubicon59Mar 25, 2026 · 1:32 AM

IDK much about trading and catching sentiment turns, but I would challenge anyone to find a better fundamental deal than $DLO and $CRDO right now.

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@rubicon59Mar 19, 2026 · 12:03 AM

$DLO is a 30%+ FCF compounder at a 15x multiple.

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@rubicon59Mar 18, 2026 · 8:43 PM

Nice $DLO results. FY net +63% YOY and +87% for the quarter. TPV +70% and GP +38% in Q4. This year's PE is ~15x. But mah...mah...mah...take rate?

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@rubicon59Mar 11, 2026 · 9:33 PM

$DLO is 17x FCF san SBC and nearly 40% growth with a long runway. It gets better than this sometime, but not too often.

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@rubicon59Mar 10, 2026 · 6:17 AM

I like $DLO much better. Earnings next week.

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@rubicon59Mar 10, 2026 · 2:01 AM

Interesting to compare $DLO and $RELY. They magically have nearly identical market caps, valuations, growth and earnings.

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@ragingventuresFeb 13, 2026 · 7:45 PM

@JustinRTipton Around $23, $TOST was trading below 13x ‘27 EBITDA estimates. I don’t know $DLO or $WISE; earnings quality is very poor at $FOUR.

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@rubicon59Jan 27, 2026 · 7:00 AM

Cash flows should scale indefinitely with minimal capex. Declining take rate is a ridiculous red-herring. $DLO.

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@rubicon59Jan 27, 2026 · 4:26 AM

“One API, 45 markets.” $DLO

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@daniel_kossJan 20, 2026 · 7:03 AM

Earnings Dates for all the companies I follow: $AMD Jan 27 ✅ $TSLA Jan 28 ✅ $MSFT Jan 28 ✅ $META Jan 28 ✅ $AMZN Jan 29 ✅ $SOFI Jan 30 ✅ $PLTR Feb 2 ✅ $MSTR Feb 3 ✅ $GOOGL Feb 4 ✅ $FLNC Feb 4 ✅ $HOOD Feb 11 ✅ $NVDA Feb 25 ✅ $QS ~ Feb 11–18 $AUR ~ Feb 12–18 $CEG ~ Feb 18–24 $IREN ~ Feb 18–26 $HIMS ~ Feb 23–26 $NU ~ Feb 24–26 $MELI ~ Feb 25–27 $VST ~ Feb 25–Mar 2 $CIFR ~ Feb 25–Mar 5 $PGY ~ Feb 26–Mar 5 $RKLB ~ Feb 26–Mar 6 $OUST ~ Mar 2–10 $EOSE ~ Mar 3–10 $MDB ~ Mar 5–12 $ORCL ~ Mar 9–12 $VELO ~ Mar 10–15 $CRDO ~ Mar 12–16 $IE ~ Mar 15–25 $DLO ~ Mar 20–28 $ONDS ~ Mar 25–31 $OKLO ~ Mar 25–31 $GLXY ~ Mar 25–31 $MU ~ Mar 25–30 $NAK ~ Mar 26–31 $APLD ~ Mar 27–31 $ASTS ~ Mar 27–31 $NBIS ? $KRKNF ? $TE ? $GCUMF ? $ADUR ? $SNDK ? $CRWV ?

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@ftr_investorsJan 15, 2026 · 7:00 AM

$DLO dLocal plans a significant expansion in Asia in 2026, focusing on markets such as Indonesia, Vietnam, the Philippines, Thailand, and Malaysia, supporting growth beyond Latin America and broader geographic diversification 🌏 🚀 https://t.co/tKOWSxpbvR

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@daniel_kossDec 16, 2025 · 4:00 PM

I use a Quality & Safety Score to assess risk across my investments. It is a simple 1 (lowest) to 5 (highest) framework that evaluates • Competitive moat • Management quality • Management alignment • Technology risk • Execution risk • Exogenous risk The companies currently scoring highest on quality (higher is better): $AUR 4.7 $KRKNF 4.6 $RKLB 4.6 $DLO 4.5 $NBIS 4.3 $ASTS 4.3

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