Cypriot Market Community

Disclaimer: this narrative attempts mainly to put together themes, not justify the fair value estimation provided. On the DEMAND side, there are multiple drivers supporting the thesis of a multi-year silver bull market: 1.Read more

Near term excitement and AI frenzy buyers have driven the share price into dilution and undervaluation thanks to current market uncertainty and volatility. APLD relies heavily on their contracts to sustain growth which for the near and mid term appears to remain solid in the presence of increased demand for high capacity, high speed infrastructure.Read more

Texas Instruments is in the midst of a multiyear capacity-expansion cycle that is temporarily suppressing free cash flow but materially enhancing the company’s long-term competitive position. The buildout of U.S.-based 300mm analog manufacturing is expected to structurally improve cost efficiency, support higher gross margins, and increase supply-chain resilience.Read more

Valuation Where do you think the business will be in 3, 5 or 10 years time? Either privatisation to clean the books and get the ship running with less leakages.Read more

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more

Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more

This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more

Constellation energy has investments in electricity generation including nuclear and obtains revenue from longterm contracts. The Trump government is encouraging more nuclear especially SMRs. AI is an increasing demand for large scale reliable supply of electricity.Read more

According to the 33 WS analysts' twelve-month price targets for CoreWeave, the average price target is $130.14. The highest price target for CRWV is $200.00 , while the lowest price target for CRWV is $32.00.Read more