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CH
ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
View narrativeUS$90.15
FV
31.6% overvalued intrinsic discount15.93%
Revenue growth p.a.
19users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
7 days ago author updated this narrative
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
View narrativeUS$341.12
FV
65.2% undervalued intrinsic discount25.46%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
1 day ago author updated this narrative
ST
StockMan
Community Contributor
Karoon Energy (ASX:KAR) - Buy Baby Buy 🚀
Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.
View narrativeAU$5.91
FV
72.8% undervalued intrinsic discount5.03%
Revenue growth p.a.
4users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
1 day ago author updated this narrative
NA
NateF
Community Contributor
META Market Outlook
Meta Platforms, Inc. (META), the parent company of Facebook, Instagram, and WhatsApp Sector: Telecomm, Technology Industry: social technology Market Capitalization: $1.5t (Mega-cap) Major Competitors: Meta Platforms, Inc.
View narrativeUS$757.98
FV
7.1% undervalued intrinsic discount11.03%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
about 1 month ago author updated this narrative
TE
TeamDaily
Community Contributor
11 Bullish Signals Today
ACHR, or known as Archer Aviation. This company lately is being over looked but at the same time over crowded by ETF's.
View narrativeUS$0
FV
n/aintrinsic discount108.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
about 1 month ago author updated this narrative
AN
Anzyanz
Community Contributor
Potential Global Market Player
Background: Tungsten West Plc is a United Kingdom-based mining company focused on restarting production at the Hemerdon tungsten and tin mine (Hemerdon) in Devon, United Kingdom. Located seven miles north-east (NE) of Plymouth, near the village of Plympton, in Devon, England, the mine has been categorized as a world class deposit due to it’s scale within a global context.
View narrativeUK£0.49
FV
93.6% undervalued intrinsic discount168.14%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
about 1 month ago author updated this narrative
KG
KGarner789
Community Contributor
NIO to Drive 23% Revenue Growth with Battery Innovations
NIO Inc. (Ticker: NIO) Overview NIO is a Chinese electric vehicle (EV) manufacturer that focuses on designing and developing premium smart electric cars.
View narrativeUS$6.24
FV
29.6% undervalued intrinsic discount23.79%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
about 1 month ago author updated this narrative
FI
fis_wse
Community Contributor
Expect big change: Nanogroup's NanOX system will tackle global kidney shortages
Overview of Nanogroup and the NanOX Project Nanogroup is focused on addressing the critical shortage of organs for transplantation, particularly kidneys, which are essential for treating end-stage renal disease. The organization has developed an innovative solution known as the NanOX system , designed to improve the availability, preservation, and success rates of kidney transplants.
View narrativezł0
FV
n/aintrinsic discount0%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
about 1 month ago author updated this narrative
AB
ab1549
Community Contributor
Palantir Technologies will see a 25% revenue surge in 3 years
Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks: Valuation Analysis 1.
View narrativeUS$96.00
FV
8.2% overvalued intrinsic discount26.00%
Revenue growth p.a.
9users have liked this narrative
0users have commented on this narrative
72users have followed this narrative
about 1 month ago author updated this narrative
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Nenad
Community Contributor
OMV aims to be a global leader in sustainable materials and energy
Narrative-Based Investing for OMV Stock 1. Current Business (Present Narrative): OMV is a vertically integrated energy and chemicals company based in Austria, with operations in exploration, production, refining, and chemicals.
View narrative€50.00
FV
23.2% undervalued intrinsic discount14.57%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
about 1 month ago author updated this narrative
NE
Nenad
Community Contributor
DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition
1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.
View narrativeUS$50.00
FV
18.4% undervalued intrinsic discount18.62%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
about 1 month ago author updated this narrative
NE
Nenad
Community Contributor
Oracle to Transform into a Cloud-First and AI-Driven Enterprise IT Leader
Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.
View narrativeUS$212.00
FV
20.8% undervalued intrinsic discount14.39%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
about 1 month ago author updated this narrative