Broken Stock BUT Not a Broken Company - Overlooked by the Market? 🧵 Here is a breakdown of seven growth companies where stock prices have fallen, while underlying operational fundamentals continue to execute at or near record levels. 1/7 $DLO Emerging Market Payments Engine > Single API platform linking enterprise merchants (Uber, Amazon) to emerging markets for cross-border pay-ins, pay-outs, and FX. > Q2 2026: Revenue ~$400M (+56% YoY), record TPV of $17.7B (+92% YoY), net income ~$55M with EPS of $0.18. > Catalysts: Deepening merchant ties, Merchant-of-Record and BNPL launches, AI automation driving operating leverage. > The Disconnect: Volume acceleration and raised guidance continue to be overlooked. 👇

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