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Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
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
30
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
20
users have liked this narrative
12
users have commented on this narrative
26
users have followed this narrative
12 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
New
narrative
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QUALCOMM
YI
yiannisz
Community Contributor
Why Qualcomm’s Growth Is Just Starting
Strong Start to FY2025: Record Revenues and EPS Growth Qualcomm (QCOM) started off on a strong note in Fiscal Year 2025 by posting historic revenues of $11.7 billion, up 18% year-on-year (YoY). The company's top-line performance was driven by strong performances by its key business units, led by revenues of $10.1 billion by QCT (Qualcomm CDMA Technologies).
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US$300.00
FV
47.3% undervalued
intrinsic discount
20.08%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
11
users have commented on this narrative
89
users have followed this narrative
6 months ago
author updated this narrative
Banner
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Strong Core Earnings Amid Rising Credit Risks
Release Date: April 17, 2025 Net Profit: $45.1 million or $1.30 per diluted share for Q1 2025. Core Earnings: $59 million for Q1 2025, up from $53 million in Q1 2024.
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US$47.34
FV
43.0% overvalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 months ago
author updated this narrative
Cidara Therapeutics
BI
birdflustocks
Community Contributor
Cidara Therapeutics: The underestimated potential of CD388
Summary CD388 is a universal long-lasting influenza drug against all seasonal and pandemic influenza viruses in a phase 2b clinical trial. CD388 is not a vaccine but would provide 6 months of protection.
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US$100.00
FV
33.6% undervalued
intrinsic discount
83.73%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
7 months ago
author updated this narrative
Arthur J. Gallagher
LO
London_Investment_Analysts
Community Contributor
Strategic Acquisitions Poised to Drive Share Price Growth
Arthur J. Gallagher & Co. (AJG) has been on an acquisition spree, with significant purchases including AssuredPartners, AnotherDay, Buck, and several others.
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US$485.74
FV
37.6% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 months ago
author updated this narrative
SBC Medical Group Holdings
MR
mrbensonv
Community Contributor
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine SBC Medical Group Holdings ( NASDAQ: SBC ) is making waves in the aesthetic medicine industry with its dynamic growth strategy and robust franchise model. Analysts at Zacks have set a target price of $15.40, reflecting confidence in SBC's ability to scale its operations and expand internationally.
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US$4.64
FV
7.5% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
11
users have followed this narrative
9 months ago
author updated this narrative
Exxon Mobil
ST
StjepanK
Equity Analyst and Writer
Wrong Side Of Energy Transition and Other Headwinds Will Erode Revenues and Earnings
Key Takeaways Exxon is on the wrong side of secular market trends that favor sustainable energy investing. Revenues are reliant on fossil fuels and are vulnerable to industry headwinds and a potential recession.
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US$78.00
FV
42.7% overvalued
intrinsic discount
-1.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
7
users have commented on this narrative
6
users have followed this narrative
about 1 year ago
author updated this narrative
Alphabet
NA
NateF
Community Contributor
GOOGL Market Outlook
Alphabet Inc. (GOOGL), the parent company of Google, presents a compelling investment opportunity over the next 1 to 3 years, balancing significant growth prospects with notable challenges.
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US$239.26
FV
13.9% undervalued
intrinsic discount
9.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
8 months ago
author updated this narrative
Proximus
AX
Axano
Community Contributor
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.
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€16.62
FV
54.8% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
2
users have commented on this narrative
44
users have followed this narrative
7 months ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights
Net Income: BRL97.5 million for the first quarter. Adjusted EBITDA: BRL170 million from operational revenues.
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US$4.22
FV
8.9% undervalued
intrinsic discount
6.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
5 months ago
author updated this narrative
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