Switch to Global Market

Healthcare South Korean Community

Our community narratives are driven by numbers and valuation.

There are no community narratives available.

Recently Updated Narratives

BO

Micron Technology will experience a robust 16.5% revenue growth

Fair Value: US$400 21.1% undervalued

5

0

0

MA

Amazon’s AI Investment Cycle Nears Margin Inflection

Fair Value: US$450 49.7% undervalued

45

2

0

RO

Robbo

Inside Harvey Norman: Asset-Heavy Retail in an Online World

Fair Value: AU$5.84 19.5% overvalued

2

0

0

Popular Narratives

AG

Agricola

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value: CA$31.8 98.3% undervalued

6.3k

66

10

19

AL

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value: US$16.25 367.6% overvalued

7.5k

68

1

18

AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 25.4% undervalued

9.6k

1011

6

28

Trending Discussion

US

How likely is RKLT to rise 25% by the launch?

1

|

0

ST

Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.

1

|

1

JA

Very nice analysis. Thank you for this piece of work.

1

|

0