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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 ~$194k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
5.9% undervalued
intrinsic discount
119.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
Updated
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
1.4% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
12
users have commented on this narrative
27
users have followed this narrative
13 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
2.5% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
7
users have commented on this narrative
25
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
44.5% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
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Aegean Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airbus Fleet Expansion And Increased Greek Tourism Will Strengthen Future Operations
Key Takeaways Strong travel demand, especially in winter, and fleet expansion investments are expected to boost revenue and operational efficiency for Aegean Airlines. Strategic investments in Volotea and a third-party center may enhance market position and provide new revenue streams.
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€15.02
FV
2.8% undervalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
17 days ago
author updated this narrative
ROHM
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Key Takeaways Expansion in SiC power devices and optimized investment aims to boost revenue, align with market demand, and improve returns. Strategic partnerships and organizational restructuring target enhanced sales, better customer alignment, and increased profitability through cost reductions and improved efficiencies.
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JP¥1.85k
FV
14.0% overvalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
17 days ago
author updated this narrative
Embassy Office Parks REIT
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Shrinking Margins And Overvaluation Will Haunt Indian Offices
Key Takeaways Strong demand from multinational tenants and limited premium office supply support expectations of robust rental growth, stable occupancy, and margin expansion for Embassy. Market confidence is underpinned by sector formalization, institutional investment, and Embassy's sustainability focus, driving superior earnings prospects and higher valuations.
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₹427.65
FV
8.3% undervalued
intrinsic discount
12.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
17 days ago
author updated this narrative
Telekom Malaysia Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Partnership With Nxera And Singtel Will Deliver AI-Ready Data Center In Johor
Key Takeaways Strategic partnerships and infrastructure expansion aim to boost service offerings and revenue growth amid rising data demand and connectivity trends. Cost optimization and strong financials support strategic investments, suggesting potential for improved margins and higher shareholder returns long-term.
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RM 7.63
FV
7.4% undervalued
intrinsic discount
3.44%
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
18 days ago
author updated this narrative
mBank
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Polish Lending Will Create Future Momentum
Key Takeaways Digital innovation and expanded financial inclusion are driving strong growth in accounts, lending, and diversified revenue streams. Lower legal risks and strategic green lending initiatives are boosting profitability, efficiency, and long-term earnings resilience.
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zł822.67
FV
11.8% overvalued
intrinsic discount
-0.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
18 days ago
author updated this narrative
Mapfre
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Latin America Expansion And Digital Transformation Will Shape Future Leadership
Key Takeaways Expansion in high-growth markets and a stronger focus on profitable Life and Health insurance support premium revenue growth and long-term earnings stability. Digital transformation and robust capital position enhance operational efficiency, competitive strength, and ability to capture market share.
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€3.42
FV
12.1% overvalued
intrinsic discount
2.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
18 days ago
author updated this narrative
Banco de Sabadell
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focused Spanish Lending And Digital Progress Will Drive Future Resilience
Key Takeaways Robust loan and customer fund growth, paired with successful digital transformation and cost controls, strengthen revenue streams and operational efficiency. Strategic focus on the Spanish core and improved asset quality lower risk and support increased shareholder returns and long-term earnings growth.
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€3.11
FV
9.9% overvalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
18 days ago
author updated this narrative
SCB X
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Data X And Typhoon AI Will Improve Future Cost Management And Asset Quality
Key Takeaways Strategic focus on AI and digitalization is expected to enhance efficiencies, improving cost management and asset quality for better margins and earnings. Growth initiatives like Home Credit Vietnam acquisition and virtual banking aim to boost revenue and enhance long-term profitability.
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฿128.06
FV
1.1% overvalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
18 days ago
author updated this narrative
Ironwood Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Apraglutide's 2025 Launch Will Expand Market Presence
Key Takeaways Strategic focus on apraglutide could expand market presence and drive significant revenue growth post-launch, alongside LINZESS providing steady cash flow. Debt reduction and cost-saving measures from restructuring aim to enhance financial stability and improve long-term net margins.
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US$0.95
FV
33.7% overvalued
intrinsic discount
-14.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
18 days ago
author updated this narrative
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