U.S. Market Community
Our community narratives are driven by numbers and valuation.
U.S. Investing Ideas
Jackson Financial Stock: When Insurance Math Meets a Shifting Claims Landscape
Jackson Financial (NYSE: JHG) operates in a part of the financial system that rarely attracts headlines, yet quietly shapes outcomes across retirement planning, insurance reserves, and long-duration liabilities. Best known for its annuities business, Jackson sits at the intersection of interest rates, longevity risk, and policyholder behavior.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
Butler National (Buks) outperforms.
Buks was the first Penny stock that I bought at. 44.Read more
CS Disco Stock: Legal AI Is Moving From Efficiency Tool to Competitive Necessity
CS Disco (NYSE: LAW) sits at the center of one of the quietest but most consequential transformations happening in professional services: the automation of legal work. While artificial intelligence has captured headlines in consumer applications, its most durable impact may be in litigation, discovery, and legal analytics—areas where costs are high, timelines are long, and inefficiencies are deeply embedded.Read more
Stride Stock: Online Education Finds Its Second Act
Stride Inc. (NYSE: LRN) is no longer just a pandemic-era beneficiary of remote schooling.Read more
A tech powerhouse quietly powering the world’s AI infrastructure.
1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.Read more
Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price
Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.Read more
Unicycive Therapeutics (Nasdaq: UNCY) – Preparing for a Second Shot at Bringing a New Kidney Treatment to Market (TEST)
Key Takeaways Unicycive has completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC is designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability for dialysis patients with hyperphosphatemia.Read more
Rocket Lab USA Will Ignite a 30% Revenue Growth Journey
The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.Read more
