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IREN’s valuation profile becomes materially more interesting once you decompose the drivers behind the platform’s intrinsic value of US$103.62 and the long‑term implied equity value of US$153.29 per share. The current market discount of 59.5% is not just a headline number — it reflects a meaningful disconnect between the company’s forward cash‑flow trajectory and how the market is pricing its risk.Read more

The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.Read more

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.Read more

Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.Read more

The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.Read more

A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more

To figure out what this stock is really worth, I ran it through five different “fair value checks,” each looking at the company from a different angle. First, I compared its P/E to its peers and got a much lower fair value because the company’s P/E (372) is way higher than the industry average, producing a fair value of about $18.Read more

Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more

Rationale- The last three years their revenue growth has been 10% every year. While their revenue is growing at that pace, their profit margin is growing alongside it, showing constant growth with increasing margins.Read more