U.S. Market Community
Our community narratives are driven by numbers and valuation.
U.S. Investing Ideas
Looking to be second time lucky with a game-changing new product
Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more
The Future of Social Sharing Is Private and People Are Ready
Key takeaways Myseum (MYSE) is a micro-cap, pre-scale consumer app business that’s pivoting its identity from “private messaging” toward a privacy-first social sharing ecosystem (Picture Party + Pop-Up Gala + Myseum storage). Its new lead product, Picture Party , addresses a familiar frustration for many users: how to share photos privately without group chats, public social feeds, or loss of control over personal content.Read more
Palantir: Redefining Enterprise Software for the AI Era
Company Overview Founded in 2003 by Peter Thiel, Alex Karp, Stephen Cohen, Joe Lonsdale, and Nathan Gettings, Palantir Technologies emerged from the shared vision of transforming how data could be used to solve complex problems. Peter Thiel, a co-founder of PayPal and a prominent venture capitalist, brought his knack for identifying transformative opportunities.Read more
Microsoft - A Fundamental and Historical Valuation
☁️ Business Overview Total: 12/17 +2 ✅✅ Projected Operating Margin: 50.69% +1 ✅ Projected 5-Year Revenue CAGR: 14.64% +2 ✅✅ Last 5-Year ROIC: 28.78% +1 ✅ Estimated Cost of Capital: 10.35% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.50% +1 ✅ Projected 5-Year EPS CAGR: 18.36% +0 ⚠️ Projected 5-Year Dividend CAGR: 6.32% +2 ✅✅ Estimated Debt Rating: Aaa +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Microsoft show its competitive advantages and pricing power through its stellar margins and higher revenue and EPS growth. This is reflected in its Morningstar Wide Moat rating.Read more
The Oncology Anchor: Why Merck’s 46% Discount Defies the Keytruda Cliff
Merck’s 2026 narrative is a high-stakes drama centered on Keytruda , the world’s top-selling cancer drug. For years, the market has treated Merck like a "one-trick pony" due to the looming 2028 "patent cliff," where Keytruda will lose its legal protection and face generic competition.Read more
Hims & Hers Health aims for three dimensional revenue expansion
In a nutshell: Hims & Hers’ recent investments are overlooked by investors, but they signal strongly revenue growth is not slowing down. The Starting Point Some analysts have low estimates for future revenue growth (approx.Read more
The Architect of Sovereignty: Palantir’s Premium Paradox at $149
Palantir’s journey into 2026 is the story of a "Black Box" defense contractor that successfully transformed into the central nervous system of the global enterprise. Once whispered about in the halls of intelligence agencies, the company’s Artificial Intelligence Platform (AIP) has moved from secretive government basements to the front lines of heavy industry and sovereign AI alliances.Read more
Pfizer is about resilience and dividend yield
O Futuro da Pfizer (PFE): Uma Narrativa de Transição e Resiliência No final de 2025, a Pfizer Inc. (PFE) encontra-se em um momento pivotal de sua história.Read more
Apple Inc. (AAPL) — Durable Compounder With Services-Led Earnings Upside
Investment thesis Apple is a mature but exceptionally durable compounder. While iPhone unit growth is structurally limited, Apple’s ecosystem, pricing power, and expanding high-margin Services segment support steady revenue growth and faster earnings and free cash flow growth.Read more
