Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Create a narrative
U.S. Market Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
U.S. Investing Ideas
Amazon.com
CO
codepoet
Community Contributor
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.
View narrative
US$244.99
FV
12.3% undervalued
intrinsic discount
10.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Mastercard
CO
codepoet
Community Contributor
A fortress-like financial tech company riding global digital payments and fintech innovation waves
1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.
View narrative
US$500.00
FV
12.0% overvalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Advanced Micro Devices
CO
codepoet
Community Contributor
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.
View narrative
US$140.00
FV
22.6% overvalued
intrinsic discount
7.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Taiwan Semiconductor Manufacturing
CO
codepoet
Community Contributor
The silent giant behind virtually every advanced chip powering AI, smartphones, and modern infrastructure.
1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.
View narrative
US$306.00
FV
23.1% undervalued
intrinsic discount
67.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Cheesecake Factory
ZW
Zwfis
Community Contributor
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.
View narrative
US$73.83
FV
15.5% undervalued
intrinsic discount
14.51%
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
Broadcom
CO
codepoet
Community Contributor
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.
View narrative
US$225.00
FV
28.3% overvalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Uber Technologies
CO
codepoet
Community Contributor
Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.
1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.
View narrative
US$84.00
FV
3.5% overvalued
intrinsic discount
5.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
Fortinet
CO
codepoet
Community Contributor
The silent guardian of the internet and one of the most profitable names in cybersecurity.
1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.
View narrative
US$108.00
FV
9.9% undervalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
META
Meta Platforms
CO
codepoet
Community Contributor
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.
View narrative
US$850.00
FV
11.8% undervalued
intrinsic discount
10.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Value any company in seconds
Popular companies