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Hotel101 Global: A Scalable Hospitality Platform Built to Compound

Fair Value: US$17.23 52.4% undervalued

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BL

BlackGoat

The "Physical AI" Pivot is Now Obvious and Irreversible

Fair Value: US$588.18 26.6% undervalued

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Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Fair Value: €17.13 56.5% undervalued

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Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 21.8% undervalued

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AN

AnalystConsensusTarget

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

Fair Value: US$253.02 24.3% undervalued

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WE

WealthAP

The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story

Fair Value: US$386.43 13.0% undervalued

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Trending Discussion

HO

Holger

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

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WI

windows96

45x is exactly what NVDA is trading at right now... if the data centre hype comes true, could happen

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HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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