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Global Community
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GXAI
Gaxos.ai
Sponsored
content by Gaxos.ai
JO
Jolt_Communications
Community Contributor
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$24k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
6.8% undervalued
intrinsic discount
119.00%
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
New
narrative
Microsoft
PI
PicaCoder
Community Contributor
After the AI Party: A Sobering Look at Microsoft's Future
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.
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US$500.00
FV
2.0% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
8 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
2.9% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
New
narrative
Verve Group
TI
TibiT
Community Contributor
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.
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€4.02
FV
47.4% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
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PDD
PDD Holdings
WA
WallStreetWontons
Community Contributor
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.
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US$163.07
FV
27.0% undervalued
intrinsic discount
-10.27%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
18
users have followed this narrative
11 months ago
author updated this narrative
TJHU
Transjamaican Highway
SE
Sean876
Community Contributor
TransJamaican Highway will capitalize on Jamaica's growing tourism sector for consistent revenue
TransJamaican Highway (TJH US): Infrastructure Investment Analysis – March 9, 2025 Company Overview TransJamaican Highway operates Jamaica's critical 50-kilometer East-West toll road network under a concession agreement extending until 2036. Currently trading at US$0.028, the stock offers a 7.5% dividend yield based on consistently growing toll revenues.
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US$0.03
FV
21.0% undervalued
intrinsic discount
36.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
GO
Goran_Damchevski
Equity Analyst
High Growth Opportunities And Categorical Risk Factors Increase The Range Of TSMC’s Valuation
Key Takeaways TSMC is the current leader in chip manufacturing, boasting the most advanced technology and a strong customer base High-Performance Compute (HPC), AI, and EVs will drive growth, while the smartphone market slowly becomes saturated Their specialization strategy optimizes chips for specific use cases, allowing them to maintain their edge Peers are catching up, and a capital intensive industry will lower the bottom-line for investors TSMC has a high intrinsic value, but their exposure to China expands the risk to reward range Catalysts TSMC Will Remain Market Leader Key semiconductor competitors differ in their innovation and business approach. Roughly speaking, the quality of a semiconductor tends to be judged by its size, the smaller it is, the more transistors you can fit on a chip.
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US$798.09
FV
70.8% undervalued
intrinsic discount
13.50%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
17
users have followed this narrative
about 1 year ago
author updated this narrative
Infineon Technologies
TO
Tokyo
Community Contributor
I have good reasons why I increased my investement in IFX
Main “Take aways”: - You get a good managed company, with a healthy balance sheet, at a fair price. - There is more “future” than you can see in the Snowflake.
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€50.32
FV
26.5% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 1 year ago
author updated this narrative
Airbnb
WA
WallStreetWontons
Community Contributor
ABNB: Steady Ascent and Prudent Projections
Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.
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US$127.49
FV
1.2% undervalued
intrinsic discount
10.74%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
11 months ago
author updated this narrative
XTB
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
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zł100.96
FV
23.3% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
35
users have followed this narrative
5 months ago
author updated this narrative
HeartCore Enterprises
ON
Ontological
Community Contributor
A Diversification Worth a Look-HTCR
Digital Transformation Specialist and IPO Consultant, HeartCore Enterprises Catalysts -Products or Services that Could Move Sales or Earnings Meaningfully 1. Growth: The global Customer Experience Management (CXM) market is expected to grow at a compound annual growth rate of 15.2% from 2024 to 2032, positioning HeartCore positively in this sector.
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US$0.84
FV
34.6% undervalued
intrinsic discount
12.08%
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
10 months ago
author updated this narrative
PayPal Holdings
NA
NateF
Community Contributor
PYPL Market Outlook
PayPal Holdings, Inc. (PYPL) has demonstrated a significant recovery in 2024, with its stock price rising approximately 48% year-to-date, outperforming the S&P 500.
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US$116.26
FV
40.6% undervalued
intrinsic discount
8.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 months ago
author updated this narrative
Barrick Mining
ST
StjepanK
Equity Analyst and Writer
Quality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth
Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.
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US$20.44
FV
17.3% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
12
users have commented on this narrative
30
users have followed this narrative
5 months ago
author updated this narrative
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