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Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.Read more
SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans
1. Strategic Focus: Data Centers and "Power Banks" 1.1. Transition from "Powered Shell" to "Fully Fitted" Model In the past, SEGRO provided only the building shell and power connection for data centers, leaving the internal equipment (cooling, generators, server racks) to the tenant.Read more
The "AI-Immunology" Asymmetric Opportunity – Validated by Merck (MSD)
Evaxion Biotech is a micro-cap TechBio company punching significantly above its weight class. While the market views it as a small preclinical player, its proprietary AI-Immunology™ platform has already secured a massive validation: a partnership with Merck (MSD).Read more
PSIX The timing of insider sales is a serious question mark
1. Financial Forensic Analysis: Quality of Earnings PSI's Q3 2025 financial results, while appearing bright on the surface, reveal a profit statement supported by accounting techniques that lacks cash generation capacity upon closer examination.Read more
Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case
Recursion Pharmaceuticals is currently at a critical inflection point. For years, the company was viewed as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI.Read more
The Hidden Gem of AI Hardware – Solving the Data Center Bottleneck
POET Technologies is not just a component manufacturer; it is the architect of the "optical nervous system" for the AI era. While the market focuses on GPUs (Nvidia), the critical bottleneck has shifted to data transfer speeds and energy efficiency.Read more
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.Read more
A case for for IMPACT Silver Corp (TSXV:IPT) to reach USD $4.52 (CAD $6.16) in 2026 (23 bagger in 1 year) and USD $5.76 (CAD $7.89) by 2030
A 5-Year stock price analysis for IMPACT Silver Corp (TSXV:IPT) in a monetary metals bull market + an equity crash scenario similar to post 1999. As of November 28, 2025, IPT trades at ~CA$0.28 (~$0.20 USD) with a $66M USD market cap and 323.73M shares outstanding, post-$16M financing.Read more
EU#2 - From Humble Beginnings to Global Powerhouse
Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.Read more
