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U.S. Investing Ideas
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Undervalued
Overvalued
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$26.07
FV
1.6% overvalued
intrinsic discount
60.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
46
users have followed this narrative
Updated
narrative
NVIDIA
CO
codepoet
Community Contributor
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.
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US$190.00
FV
8.3% undervalued
intrinsic discount
11.16%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
Alzamend Neuro
JA
jacopo22295
Community Contributor
Alzamend Neuro's Novel Lithium Formulation Will Target Major Mental Health Challenges
Catalysts AL001 : a novel lithium formulation targeting Alzheimer's disease, Bipolar Disorder, Major Depressive Disorder (MDD), and PTSD. Phase II studies show promising safety/efficacy, with trials ongoing as of 2025.
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US$12.00
FV
79.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Freightos
HH
hhhh
Community Contributor
Freightos - high speed logistics as a software
The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.
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US$4.62
FV
29.0% undervalued
intrinsic discount
17.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
New
narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
7.0% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
Updated
narrative
NVIDIA
RE
restinglion
Community Contributor
Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA
Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.
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US$235.00
FV
25.9% undervalued
intrinsic discount
15.45%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
5
users have commented on this narrative
39
users have followed this narrative
7 days ago
author updated this narrative
NVIDIA
TI
TibiT
Community Contributor
Nvidia: Navigating the AI Boom 🚀
Nvidia's stock presents a compelling growth narrative centered on its dominance in the AI revolution. A mid-case scenario targets a price of $346.66 by early 2030.
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US$201.70
FV
13.6% undervalued
intrinsic discount
22.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
GXAI
Gaxos.ai
Sponsored
content by Gaxos.ai
JO
Jolt_Communications
Community Contributor
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
22.2% undervalued
intrinsic discount
119.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
38
users have followed this narrative
10 days ago
author updated this narrative
ZIM Integrated Shipping Services
JO
JohnaTheWhale
Community Contributor
Recent rain and low relative dollar bode well For 2026
Largest Uncertainty For The CORE INDONESIA ZIM INT. revenue is the Panama Canal Bottleneck.
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US$452.35
FV
97.0% undervalued
intrinsic discount
55.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 days ago
author updated this narrative
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