U.S. Market Community
Our community narratives are driven by numbers and valuation.
U.S. Investing Ideas
Global Weekly Picks
Buffalo Potash
25.5% undervalued intrinsic discount
New
Under the radar: This $78M stock controls a $1.5B project and it’ll start producing in a few months
View narrativeCE
Published 22 Sep
Archrock
31.5% undervalued intrinsic discount
AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
View narrativeCO
Updated 8 Sep
Advanced Energy Industries
53.7% undervalued intrinsic discount
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Lam Research
28.7% undervalued intrinsic discount
The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves
View narrativeIS
Published 10 Sep
Viper Energy
25.5% undervalued intrinsic discount
New
Everyone Else Drills the Wells. Viper Just Collects the Checks.
View narrativeJO
Published 18 Sep
Booking Holdings
47.7% undervalued intrinsic discount
The Float Illusion: How Booking Holdings Almost Talked Me Into a $130-a-Share Mistake
View narrativeJO
Updated 11 Sep
Astera Labs
45.8% undervalued intrinsic discount
Astera Labs Owns The Bottleneck That Isn't Physical — And That Cuts Both Ways
View narrativeIS
Published 11 Sep
Zevra Therapeutics
13.6% undervalued intrinsic discount
revenue is growing while new-patient acquisition has decelerated sharply
View narrativeAL
Updated 7 Sep
Alphabet
17.2% overvalued intrinsic discount
Negative Free Cash Flow For The First Time In A Second Quarter
View narrativeRC
Published 5 Aug
First Solar
24.0% undervalued intrinsic discount
New
The Market Is Pricing Policy Noise — Not 45 GW of Contracted U.S. Modules
View narrativeAN
Published 19 Sep
Amazon.com
7.8% undervalued intrinsic discount
Record Profit And Negative Free Cash Flow, Same Quarter
View narrativeRC
Published 5 Aug
Micron Technology
46.8% undervalued intrinsic discount
Sold-Out HBM And Multi-Year Contracts Turn Micron From A Cycle Into A Contract
View narrativeIS
Published 10 Sep
Oscar Health
55.2% undervalued intrinsic discount
New
Oscar Health will soar with a projected 21% cagr revenue growth plus new business sector
View narrativeAM
Published 19 Sep
