Global Weekly Picks

Community Contributor

Looking to be second time lucky with a game-changing new product

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.

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US$21.53

69.8% undervalued

2.4k

PlaySide Studios

HegelBayeBagel

Community Contributor

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.

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AU$0.84

60.7% undervalued

32.00%

Revenue growth p.a.

1.9k

Inotiv

AnimalDoctorKwon

Community Contributor

Inotiv NAMs Test Center

Dear Inotiv, My name is Jong Ik Kwon, DVM , a graduate of Seoul National University College of Veterinary Medicine. Earlier in my career, I worked for Kwangdong Pharmaceutical as a Clinical Research Manager (CRM) for two years , where I gained direct experience in clinical development, regulatory processes, and pharmaceutical operations.

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US$1.2

76.5% undervalued

-50.39%

Revenue growth p.a.

3.5k

Cognyte Software

TheValueDetector

Community Contributor

This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti

The Cognyte Story: The Most Undervalued Intelligence Company on Earth The Setup Imagine finding a company that does essentially what Palantir does — AI-powered investigative analytics for governments, military intelligence agencies, and national security organisations — but you’re paying 1.6x revenue instead of 130x. That’s not a typo.

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US$95.67

92.8% undervalued

60.00%

Revenue growth p.a.

3.6k

Load previous narratives

Duolingo

Good growth potential under bullish market conditions

Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more

121

US$306.52

63.8% undervalued

waqifalam's Fair Value

Revenue

24.41% p.a.

Profit Margin

20%

Future PE

60x

Price in 2029

US$411.93

Barton Gold Holdings

At gold prices rise to $3,000 per oz

To estimate the potential stock price of Barton Gold if they achieve their production targets and gold prices reach $3,000 per oz, we’ll break down the numbers based on your provided details. ### Assumptions and Inputs 1.Read more

132

AU$23.8

95.3% undervalued

RockeTeller's Fair Value

Revenue

N/A

Profit Margin

N/A

Future PE

N/A

Price in 2029

AU$0.41

Advanced Micro Devices

AMD’s Game-Changing Q3 Highlights

Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more

1.7k

US$200

1.7% overvalued

yiannisz's Fair Value

Revenue

15.01% p.a.

Profit Margin

7.52%

Future PE

133.15x

Price in 2029

US$294.74

NVIDIA

Short Term Take: NVIDIA GPUs will power the rebound from a supposed tech overreaction

NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.Read more

158

US$150

25.3% overvalued

CHP's Fair Value

Revenue

8.94% p.a.

Profit Margin

55.69%

Future PE

50.08x

Price in 2030

US$219.41

Dolly Varden Silver

Silver at $100/oz

Dolly Varden Silver: Valuation and Potential Analysis Key Metrics: Resource Estimate: Dolly Varden: 50M oz silver (300 gpt). Homestake Ridge: 1M oz gold (4.5 gpt) + 20M oz silver.Read more

193

CA$20

68.5% undervalued

RockeTeller's Fair Value

Profit Margin

9.53%

Future PE

17.48x

Price in 2029

CA$0

Apple

EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth

Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.Read more

661

US$207.71

25.5% overvalued

Bailey's Fair Value

Revenue

6.39% p.a.

Profit Margin

23.5%

Future PE

32x

Price in 2029

US$295.02

AT&T

Stabilization And Incremental Progress Will Unlock Value

Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.Read more

261

US$32.12

13.2% undervalued

Goran_Damchevski's Fair Value

Revenue

2% p.a.

Profit Margin

15%

Future PE

15.5x

Price in 2029

US$42.99

Arm Holdings

Arm Holdings capitalizes on AI boom to reach fair value of $217.25

Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.Read more

113

US$217.25

41.6% undervalued

M_Kabesh's Fair Value

Revenue

18.3% p.a.

Profit Margin

18.13%

Future PE

261.6x

Price in 2030

US$351.27

Spotify Technology

Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows

Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.Read more

302

US$222

118.6% overvalued

Richard_Bowman's Fair Value

Revenue

17.45% p.a.

Profit Margin

5.16%

Future PE

42x

Price in 2028

US$294.9

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Trending Discussion

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

Si bien la plataforma es su core del negocio, me pregunto si los software que la implementan son también propiedad de PLTR o son propiedad de terceros y si es así como puede repercutir en su crecimiento o decaimiento

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Global Weekly Picks

Looking to be second time lucky with a game-changing new product