Our community narratives are driven by numbers and valuation.
Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.Read more
PGE Polska Grupa Energetyczna S.A. Is Poland’s largest power producer, however, historically reliant on coal-based energy. In recent years, PGE has embarked on a significant transformation towards renewable energy, aiming for climate neutrality by 2050.Read more
Match Group (NASDAQ: MTCH) owns some of the most recognizable brands in online dating, including Tinder, Hinge, and OkCupid. For years, growth was driven by a simple formula: more smartphones, more users, more subscriptions.Read more
As PayPal (PYPL) solidifies its position in the digital payments landscape, it presents a promising opportunity driven by transaction growth, profitability, and an attractive valuation. This analysis delves into how each of these areas contributes to PayPal’s robust potential as an investment.Read more
General Motors (NYSE: GM) is navigating one of the most complex transformations in its century-long history. The company is simultaneously defending a profitable internal combustion engine (ICE) business while investing tens of billions into an electric future that is still uneven, capital-intensive, and politically charged.Read more
SoFi Technologies (SOFI) continues to ride the waves in the financial world, propelled by robust membership growth, product adoption, and diversification across its ecosystem. In Q3 2024, the company declared a massive stock price increase over the past month, propelled by investors’ strong confidence in the company’s performance and general potential for further growth.Read more
MGM Resorts International (NYSE: MGM) sits at the crossroads of physical entertainment and digital gaming. Long known for its iconic Las Vegas properties, MGM has steadily reshaped its business into something broader: a global hospitality, entertainment, and betting platform designed to monetize experiences both on-property and online.Read more
Framtid omsättning Jag bedömer det sannolikt att Riksbanken kommer hålla styrräntan på ungefär samma nivå som idag. Det leder till att bolåneräntan kommer sjunka från.Read more
Bombardier Inc. (BBD-B.TO) has been on a strong upward trajectory, with its stock price climbing from ~$49.69 in early 2024 to ~$85.05 in early 2025.Read more