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Recently Updated Narratives
OS
Alphabet Inc. Q1 2026: AI Infrastructure Bets Begin to Pay Off
Fair Value: US$433 19.2% undervalued intrinsic discount
151 fair values setusers have set this as their fair value
6 commentsusers have commented on this narrative
0 likesusers have liked this narrative
KA
BlackRock's Global Platform Will Span Technology and Private Markets
Fair Value: US$1.32k 21.2% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CL
Defense Backlog And Vertical Integration Will Drive Rocket Lab Toward $85 Despite Neutron Execution Risk
Fair Value: US$85.04 9.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Popular Narratives
KI
NVIDIA will see a profit margin surge of 55% in the next 5 years
Fair Value: US$305.2 31.4% undervalued intrinsic discount
6.3k viewsusers have viewed this narrative
68 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
24 likesusers have liked this narrative
TR
Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
Fair Value: US$395 7.5% overvalued intrinsic discount
9.9k viewsusers have viewed this narrative
55 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
43 likesusers have liked this narrative
AN
Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks
Fair Value: US$579.57 26.8% undervalued intrinsic discount
8.1k viewsusers have viewed this narrative
1393 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
11 likesusers have liked this narrative
