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Sparc AI

When GPS fails: this small cap is fixing a $54B drone problem

Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.
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CA$5.25
FV
54.7% undervalued intrinsic discount
6.6k
users have viewed this narrative
24users have liked this narrative
0users have commented on this narrative
112users have followed this narrative
IREN logo
IREN

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

IREN turns cheap, wasted renewable power into Bitcoin mining, and it’s now using the same energy-heavy sites to build out AI computing services. The big question is whether it can keep scaling without watering down shareholders while staying profitable through Bitcoin’s ups and downs.
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US$71.48
FV
59.0% undervalued intrinsic discount
56.00%
Revenue growth p.a.
15.7k
users have viewed this narrative
32users have liked this narrative
8users have commented on this narrative
214users have followed this narrative
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Arm Holdings

The Architecture Layer of AI Computing - But Priced Like the Future Already Arrived?

Arm shifts from simply licensing chip designs to selling its own data-center processor for advanced AI workloads, a move that could unlock a much bigger business but also creates new conflicts with some of its biggest customers. The big question is whether Arm can turn early demand into real scale without running into supply limits or regulators—because the market already treats success as the most likely outcome.
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US$430
FV
47.7% undervalued intrinsic discount
21.44%
Revenue growth p.a.
1.2k
users have viewed this narrative
6users have liked this narrative
1users have commented on this narrative
20users have followed this narrative
SLYG logo
Shelly Group

Reaching levels of 47-50 EUR in a few months.

Technical Analysis of Shelly Group (SLYG) Key Levels: Current Level: 36.9-37.3 EUR Historical Resistance Level: ~40 EUR Previous Low: 32.2 EUR Technical Picture: We observe a classic upward trend formation after a low. The distance from the low (32.2 EUR) to the resistance (40 EUR) is approximately 7.8 EUR.Read more

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€75
13.5% undervalued intrinsic discount
Fair Value
Revenue
26.69% p.a.
Profit Margin
21.22%
Future PE
33.07x
Price in 2030
€233.35
SLYG logo
Shelly Group

Smart Home And Energy Management Trends Will Drive Long-Term Upside Potential

Shelly Group rides two everyday trends: people adding smart devices to their homes and caring more about tracking and saving energy. A push into professional installers and newer products like smart locks and cameras could keep growth going, but delays and tougher competition could slow the story.Read more

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€76.8
15.5% undervalued intrinsic discount
Fair Value
Revenue
33.37% p.a.
Profit Margin
21.32%
Future PE
28.65x
Price in 2029
€103.85
SIRM logo
Sirma Group JSC

European Regulatory Demand And Sector Expertise Will Support Long Term AI Opportunities

Catalysts About Sirma Group Holding AD Sirma Group Holding AD is a European technology group focused on AI enabled enterprise transformation, IT services, software and sector specific solutions. What are the underlying business or industry changes driving this perspective?Read more

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€1.5
49.2% undervalued intrinsic discount
Fair Value
Revenue
8.44% p.a.
Profit Margin
3.91%
Future PE
36.74x
Price in 2029
€4.09