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Weekly Picks
Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Kenvue
JU
julio
Community Contributor
J&J spinoff
Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.
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US$25.09
FV
9.0% undervalued
intrinsic discount
8.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Samaiden Group Berhad
ON
Ontological
Community Contributor
Sunshine Powers More Than Plants-Samaiden
Renewable Energy in Malaysia and ASEAN Region Catalysts 1. Samaiden (KLSE: 0223) is an engineering, procurement, construction and commissioning (EPCC) company of solar photovoltaic systems and power plants in Malaysia.
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RM 1.81
FV
30.9% undervalued
intrinsic discount
25.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Intel
YI
yiannisz
Community Contributor
Intel's Next Big Leap: AI Chips and Cost-Cutting for Long-Term Gains
Despite missing profitability targets in Q2 and facing ongoing margin pressure, Intel’s (INTC) strategic investments in AI CPUs, including the highly anticipated Panther Lake CPU built on the Intel 18A process, position the company for significant performance gains and enhanced competitiveness. Intel is at the forefront of a new computing era, riding the wave of AI-powered PCs set to revolutionize the market.
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US$24.48
FV
15.4% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 months ago
author updated this narrative
Amazon.com
MA
MarketMuse
Community Contributor
Amazon’s AI Catalyst Will Drive Long-Term Revenue Growth and Margin Expansion
Amazon (AMZN) stands at a pivotal moment in its evolution, with its Q-powered AI services set to revolutionize its growth trajectory. While Amazon has long been known for its dominance in e-commerce and cloud computing, it is the integration of artificial intelligence that positions the company for sustained growth and profitability over the next decade.
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US$434.13
FV
46.7% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
3
users have commented on this narrative
43
users have followed this narrative
9 months ago
author updated this narrative
Tesla
BA
Bailey
Equity Analyst
Tesla's Supercomputer And Battery Technology Will Deliver Outstanding Growth And Transform The Automaker Into A Tech Powerhouse
Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.
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US$322.21
FV
1.9% undervalued
intrinsic discount
18.00%
Revenue growth p.a.
Set Fair Value
149
users have liked this narrative
7
users have commented on this narrative
41
users have followed this narrative
9 months ago
author updated this narrative
Virtu Financial
DA
DailyInvestors
Community Contributor
A Good Solid Cimpanywith a solid foundation
VIRT "stock ticker name" or better known as Vertiv Holdings. Is one of them companies, that is continually making Global Headlines.
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US$10.71
FV
312.7% overvalued
intrinsic discount
-6.76%
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
9 months ago
author updated this narrative
Snam
KG
kgmaik89
Community Contributor
Energy infrastructure for a sustainable future: Hold
strong economic moat: no competitor, Licensed by the state - very profitable business (Net Margin > 30%) Risk: uncertain future gas transition demand due to reduction of fossil fuel usage (-5...15 % 2023-2027) Chance: multi molecule gas plattform (H2, CO2, Biomethane) -> Prepare Infrastructure (Backbone, industry enabler), Ruxit -> more LNG, gas from Africa -> access EU via meditarian sea highly capitel intesiv (huge Capex), onging Investments (H2 ready -> H2 proof, CCS Ravenna, Biomethan platform, Duel Fuel compressor stations, methan leakage monitoring, Iot, Digitaliziation... ), 40 % EU Taxonomie conform Critical infrastructure: H2/CCS Transition in Europe, diversified (stake in few european pipline operator) South H2 corridor (3300 km): Most cost-effective corridor (€ 0.4-0.6/kg to Germany) with embedded line pack storage Baa2, BBB+, Italy has 30% stake
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€5.06
FV
0.8% undervalued
intrinsic discount
7.00%
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
9 months ago
author updated this narrative
NVIDIA
BA
Bailey
Equity Analyst
Enterprise Hardware Segment To Drive Sales As AI Takes Over
Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.
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US$141.74
FV
22.4% overvalued
intrinsic discount
17.20%
Revenue growth p.a.
Set Fair Value
144
users have liked this narrative
15
users have commented on this narrative
96
users have followed this narrative
9 months ago
author updated this narrative
NeXGold Mining
RO
RockeTeller
Community Contributor
If gold hits $4,000 per oz
--- NexGold Mining Stock Potential Analysis 1. Current Situation : NexGold Mining, with its Goliath-Goldlund project, is set to begin production in 2027, with an initial annual production of 120,000 ounces.
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US$9.46
FV
94.2% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
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