Our community narratives are driven by numbers and valuation.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.Read more

Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).Read more

🪙 Santacruz Silver Mining (SCZ.V / SZSMF) – 2025 High-Leverage Valuation Snapshot Latest Snapshot (2025) Business : Mid-tier, polymetallic silver-focused producer with operations in Bolivia and Mexico. Mines : Produces silver plus significant zinc/lead by-products (all reported as silver-equivalent ounces ).Read more

🪙 REVIVAL GOLD (RVG.V / RVLGF) Latest Shares Outstanding • 272,400,000 shares basic • 317,700,000 fully diluted • Strong insider ownership (~35%) • Trading on TSXV & OTCQX Latest AISC (PFS Proxy) • AISC assumption: US$1,235/oz • Based on heap-leach starter PFS and industry comparable costs • This is more reliable than worst-case stress AISC values Core Projects • Beartrack–Arnett (Idaho) – ~4M oz gold resource, largest past producer in Idaho • Mercur (Utah) – ~1.6M oz gold resource, heap-leach restart potential ================================================== ️ RISKS & CATALYSTS MAPPED TO TIMELINE (2025 → 2031) 2025 – EARLY STAGE TECHNICAL + PERMITTING RISK Risks • Mercur PEA or drilling delays. • Beartrack permitting packages may take longer than expected.Read more

A niche business with exposure to multiple market sectors may sound like a contradiction, but the 4WD aftermarket accessories industry is exactly that. While most people think of recreational off-roading, aftermarket accessories are essential across a diverse set of professional users — tradespeople, farmers, miners, land-management agencies, and utility providers all rely on well-equipped 4WD vehicles to operate effectively.Read more

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more

U.S. jewelry sales advanced a tepid 1.3% in 2024, driven primarily by price increases as the number of units sold dropped 1.6%, according to industry analyst Edahn Golan of Tenoris. Yet, while American consumers largely hit the pause button on new jewelry purchases, the accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.Read more
Catalysts Most Immediate Catalyst (1–2 Years): Strong Oncology Portfolio Growth: AstraZeneca’s cancer drugs Tagrisso, Imfinzi, Enhertu, and Calquence continue gaining market share, driving double-digit revenue growth in oncology. Respiratory & Cardiovascular Expansion: New approvals and label expansions in Farxiga (diabetes/heart failure) and Tezspire (severe asthma) can drive meaningful sales upside.Read more
Browns Investments PLC, a subsidiary of LOLC Holdings PLC, is poised for exceptional performance in the coming years, driven by a confluence of strategic advantages and favorable market conditions. Diversified Portfolio and Strategic Investments: Browns Investments boasts a diversified portfolio spanning key sectors of the Sri Lankan economy, including leisure, agriculture, plantations, construction, and real estate.Read more