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Tech U.S. Investing Ideas
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Undervalued
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Apple
M_
M_Kabesh
Community Contributor
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.
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US$275.00
FV
16.6% undervalued
intrinsic discount
12.78%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
47
users have followed this narrative
4 months ago
author updated this narrative
Lantronix
TH
thorinsteady
Community Contributor
Good Value for IOT and AI play
Key Takeaways Reached Cashflow profitability in 2023 Strong player in IOT driven by AI Founded 1989. Was around $60 during dot com bubble but has been stagnant since.
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US$5.60
FV
34.3% undervalued
intrinsic discount
20.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
Apple
DA
DailyInvestors
Community Contributor
Apple: Updates
On 3-11 Apple just unvieled a concert experience with their Apple Vision Pro, proving to millions that they are holding the best technology currently in the market. It may be over-priced but with the technology and security features, it is a Must Have.
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US$309.04
FV
25.8% undervalued
intrinsic discount
9.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
6 months ago
author updated this narrative
Super Micro Computer
DA
DavidWSC
Community Contributor
SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.
Management guidance (FY2025 Q2) -- $23 - $25bn revenue guidance for 2025, and positive about reaching $40bn in revenue for 2026, this is due to the DLC technology (Direct Liquid Cooling) that is expected to be adopted by an estimate of 30% of the new data center space. New Auditor & Special Committee -- After almost a 85% decline in share price after Hidenburg's (short seller) accounting manipulation report on the company, SMCI' has already increased their stock price in more than 200% expecting to release all of their adjusted and revised filings for FY2024 (10-K) and the first two quarters of 2025 (10-Q).
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US$74.53
FV
40.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
6 months ago
author updated this narrative
Apple
IN
Investingwilly
Community Contributor
Apple: A Dying Star with an Overpriced Valuation
Intro Apple Inc. (AAPL) has long been one of the most beloved stocks in the market, celebrated for its sleek products and loyal customer base.
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US$177.34
FV
29.3% overvalued
intrinsic discount
14.68%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
18
users have commented on this narrative
89
users have followed this narrative
3 months ago
author updated this narrative
Arista Networks
TO
Tokyo
Community Contributor
The "Porsche" of Internet Switches
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.
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US$127.06
FV
5.7% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
4 months ago
author updated this narrative
Vontier
JU
julio
Community Contributor
VNT valuation
Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.
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US$54.08
FV
19.7% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 months ago
author updated this narrative
Apple
BA
Bailey
Equity Analyst
EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth
Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.
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US$207.71
FV
10.4% overvalued
intrinsic discount
6.39%
Revenue growth p.a.
Set Fair Value
74
users have liked this narrative
18
users have commented on this narrative
37
users have followed this narrative
9 months ago
author updated this narrative
Flex
ZD
Zdend
Community Contributor
Flex valuation April 2024
Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?
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US$44.27
FV
20.8% overvalued
intrinsic discount
1.00%
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
10 months ago
author updated this narrative
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