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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.Read more

To estimate Endeavour Mining's potential stock price if gold reaches $4,000 per ounce, we can follow these steps: Step 1: Project Revenue at $4,000 Gold Current Production : 1.2 million ounces Projected Revenue : Revenue=Production×Gold Price=1,200,000 oz×4,000 USD/oz=4,800,000,000 USD\text{Revenue} = \text{Production} \times \text{Gold Price} = 1,200,000 \, \text{oz} \times 4,000 \, \text{USD/oz} = 4,800,000,000 \, \text{USD}Revenue=Production×Gold Price=1,200,000oz×4,000USD/oz=4,800,000,000USD Step 2: Estimate Costs Assuming all-in costs remain at approximately $1,400 per ounce: Total Costs=Production×All-in Costs=1,200,000 oz×1,400 USD/oz=1,680,000,000 USD\text{Total Costs} = \text{Production} \times \text{All-in Costs} = 1,200,000 \, \text{oz} \times 1,400 \, \text{USD/oz} = 1,680,000,000 \, \text{USD}Total Costs=Production×All-in Costs=1,200,000oz×1,400USD/oz=1,680,000,000USD Step 3: Calculate Free Cash Flow (FCF) FCF=Revenue−Total Costs=4,800,000,000−1,680,000,000=3,120,000,000 USD\text{FCF} = \text{Revenue} - \text{Total Costs} = 4,800,000,000 - 1,680,000,000 = 3,120,000,000 \, \text{USD}FCF=Revenue−Total Costs=4,800,000,000−1,680,000,000=3,120,000,000USD Step 4: Valuation Based on Free Cash Flow Assuming a conservative multiple of 10x free cash flow for valuation: Market Cap=FCF×Multiple=3,120,000,000×10=31,200,000,000 USD\text{Market Cap} = \text{FCF} \times \text{Multiple} = 3,120,000,000 \times 10 = 31,200,000,000 \, \text{USD}Market Cap=FCF×Multiple=3,120,000,000×10=31,200,000,000USD Step 5: Calculate Stock Price To find the stock price, divide the market cap by the total shares outstanding. Assuming there are approximately 200 million shares outstanding (a rough estimate based on industry standards): Stock Price=Market CapShares Outstanding=31,200,000,000200,000,000=156 USD\text{Stock Price} = \frac{\text{Market Cap}}{\text{Shares Outstanding}} = \frac{31,200,000,000}{200,000,000} = 156 \, \text{USD}Stock Price=Shares OutstandingMarket Cap​=200,000,00031,200,000,000​=156USD Conclusion If gold reaches $4,000 per ounce, Endeavour Mining could potentially see its stock price rise to approximately $156 per share, given the assumptions about costs and production levels.Read more

In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.Read more

NVDIA are currently the leading producer of data center processor hardware and systems. Their big selling point is the compute requirement to power AI.Read more

Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.Read more

Key Takeaways While government contracts were historically Palantir's primary revenue source, commercial adoption driven by AIP workshops is set to overtake revenue growth and become the largest segment. Palantir’s value-based pricing model allows the company to generate high margins and reinvest in product development.Read more

Key Takeaways Embracer Group AB has recently engaged in an assertive acquisition strategy, primarily driven by financing in a low-interest rate environment. The rise in interest rates has adversely affected the company's finances, causing concern among investors.Read more

Key Takeaways Market has low expectations for Intel due to a series of strategic errors in recent years. Market is underestimating Intel’s aggressive strategy to regain product leadership.Read more

After 41 years in the IT industry I've seen just about everything good and bad. The Good - AI will advance civilization by light years compared to the 1970s when mainframes ruled the computing world one batch process at a time.Read more