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Updated Narratives
OS
oscargarcia
on Taiwan Semiconductor Manufacturing
·
Updated
about 9 hours ago
TSMC Will Shape the Future of AI with Unmatched Scale and Innovation
Fair Value:
US$400
14.6% undervalued
intrinsic discount
54
followers
users have followed this narrative
0
comments
users have commented on this narrative
1
like
users have liked this narrative
YI
yiannisz
on Booking Holdings
·
Updated
about 18 hours ago
Booking Holdings: Why Ground-Level Travel Trends Still Favor the Platform Giants
Fair Value:
US$5.47k
5.0% undervalued
intrinsic discount
1
follower
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
users have liked this narrative
ST
stuart_roberts
on Unicycive Therapeutics
·
Updated
1 day ago
Looking to be second time lucky with a game-changing new product
Fair Value:
US$21.53
70.9% undervalued
intrinsic discount
4
followers
users have followed this narrative
0
comments
users have commented on this narrative
0
likes
users have liked this narrative
Popular Narratives
WE
WealthAP
on PayPal Holdings
·
Updated
19 days ago
The "Sleeping Giant" Stumbles, Then Wakes Up
Fair Value:
US$82
30.8% undervalued
intrinsic discount
9.6k
views
users have viewed this narrative
76
followers
users have followed this narrative
6
comments
users have commented on this narrative
34
likes
users have liked this narrative
AN
AnalystConsensusTarget
on NVIDIA
·
Updated
20 days ago
NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
Fair Value:
US$253.02
26.1% undervalued
intrinsic discount
10.2k
views
users have viewed this narrative
1029
followers
users have followed this narrative
6
comments
users have commented on this narrative
29
likes
users have liked this narrative
AL
AlexLovell
on Rocket Lab
·
Updated
about 2 months ago
Early mover in a fast growing industry. Likely to experience share price volatility as they scale
Fair Value:
US$16.25
458.5% overvalued
intrinsic discount
8.5k
views
users have viewed this narrative
76
followers
users have followed this narrative
1
comment
users have commented on this narrative
18
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Trending Discussion
RM
rmkramer22
on CEVA
·
Updated
3 days ago
I sold CEVA at $31+ last October. They will report earnings report tonight, 01/13/26. I'm betting that the price will go past $27.00.
1
|
0
US
User
on Amazon.com
·
Updated
6 days ago
How do you justify using such a low discount rate (6%)? Thanks! Joe
1
|
0
AU
Aussi
on Lynas Rare Earths
·
Updated
about 10 hours ago
I just hope the offer for future shares for 2032 wasn’t a con. It was way oversubscribed but they accepted more than the target level. I think caution on volume is the answer until we see further development.
0
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0
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