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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
47.3% overvalued intrinsic discount15.93%
Revenue growth p.a.
40users have liked this narrative
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68users have followed this narrative
15 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
61.1% undervalued intrinsic discount25.46%
Revenue growth p.a.
14users have liked this narrative
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48users have followed this narrative
8 days 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$5.10
FV
70.9% undervalued intrinsic discount9.30%
Revenue growth p.a.
43users have liked this narrative
0users have commented on this narrative
63users have followed this narrative
6 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
New B-Series Launch And Stellantis Partnership Will Boost Global Growth And Earnings
Key Takeaways Expansion into international markets and partnerships could drive revenue growth and scale economies. Increased R&D investment enhances autonomous driving, boosting high-margin offerings and technological advantage.
View narrativeHK$40.22
FV
15.8% undervalued intrinsic discount57.30%
Revenue growth p.a.
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1users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Renewable Energy And EV Demand Will Boost Fluoropolymer And Battery Material Segments
Key Takeaways GFL expects higher revenues and profitability from fluoropolymer and EV battery materials driven by market demand and new product development. Renewable energy projects and strategic market expansions aim to cut costs and boost net margins in the growing Indian market.
View narrative₹4.16k
FV
7.7% undervalued intrinsic discount30.95%
Revenue growth p.a.
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0users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 23 Analysts
AI Cloud Partnerships With NVIDIA, Google, And Accenture Will Fuel Long-term Earnings Growth
Key Takeaways Merger synergies and efficiency drives enhance profitability and margin expansion, supporting improved net profit margins. AI cloud services and rural market expansion drive revenue growth through new contracts, partnerships, and increased subscriber base.
View narrativeRp3.17k
FV
48.7% undervalued intrinsic discount6.80%
Revenue growth p.a.
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1users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Full Launch Of HNI Platform And EAM Tie-Ups Will Boost Client Acquisition And Retention
Key Takeaways Strategic platform expansions and acquisitions are poised to bolster client acquisition, retention, and revenue in wealth management services. Focus on high-growth sectors and efficient capital deployment is expected to enhance earnings, profitability metrics, and shareholder returns.
View narrative₹1.21k
FV
21.0% undervalued intrinsic discount-2.06%
Revenue growth p.a.
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14 days ago author updated this narrative
WA
Consensus Narrative from 14 Analysts
Trans Mountain Expansion And Carbon Capture Drive Growth And Boost Shareholder Value
Key Takeaways Improved market access and pricing for Canadian heavy oil reduces earnings volatility and supports revenue growth through TMX startup. Commitment to shareholder returns and carbon capture efforts boosts future profitability and aligns with cleaner energy demands.
View narrativeCA$31.57
FV
24.4% undervalued intrinsic discount1.33%
Revenue growth p.a.
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3users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
Biosolutions Innovation And Improved Financial Stability Expected To Boost Earnings Growth
Key Takeaways Strategic inventory management and sales mix enhancement are expected to boost margins and improve earnings. Reduced net debt and innovations in product lines fortify financial stability and potential revenue growth.
View narrative₹613.49
FV
1.2% overvalued intrinsic discount8.44%
Revenue growth p.a.
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2users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Advancements In EV And Sensor Technologies Will Expand Future Market Opportunities
Key Takeaways Advances in EV components and increased revenues highlight strong growth potential and a significant contribution to total sales. Innovative projects in sensor technology and active suspension could create new revenue streams and boost margins through product expansion.
View narrative₹651.93
FV
21.6% undervalued intrinsic discount23.04%
Revenue growth p.a.
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12users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
PEPE VI Wind Expansion And LNG Project Will Expand Future Energy Capacity
Key Takeaways Renewable energy and LNG projects could significantly boost future revenues and earnings through increased capacity and export opportunities. Deregulation and infrastructure improvements may enhance net margins and revenue growth, particularly in oil and gas sectors.
View narrativeAR$4.34k
FV
15.9% undervalued intrinsic discount2.95%
Revenue growth p.a.
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2users have followed this narrative
14 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Innovation In Oil-Less Fryers, Vacuum Cleaners, And Coffee Machines Will Drive Revenue Growth And Margins
Key Takeaways Accelerated growth in the consumer segment, driven by innovation, is boosting revenue and margins, especially in Europe and North America. Strategic acquisitions and a robust product innovation pipeline are expanding SEB's market reach and stabilizing earnings across diverse regions.
View narrative€133.73
FV
30.2% undervalued intrinsic discount4.73%
Revenue growth p.a.
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14 days ago author updated this narrative