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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
1
users have commented on this narrative
28
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
72
users have followed this narrative
28 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
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Arteris
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Trade Tensions And Risks Will Limit Markets Yet Yield Hope
Key Takeaways Revenue growth and market share are threatened by geopolitical shifts, industry consolidation, and increased international competition as countries localize semiconductor IP development. High dependency on key clients, rising R&D expenses, and pressures from open-source standards could limit pricing power, margin expansion, and long-term earnings stability.
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US$11.00
FV
17.7% undervalued
intrinsic discount
19.12%
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
7 days ago
author updated this narrative
Beam Global
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EV Charging Expansion Will Capture Europe And Middle East
Key Takeaways Accelerating global EV adoption and supportive policy trends are expanding Beam's market opportunity and demand for its renewable, off-grid charging solutions. Strategic international expansion, innovative product offerings, and manufacturing efficiencies are driving revenue diversification, margin improvement, and a stronger path to profitability.
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US$3.50
FV
24.0% undervalued
intrinsic discount
18.94%
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
6 days ago
author updated this narrative
Confluent
AN
AnalystHighTarget
Consensus Narrative from 31 Analysts
Secular Cloud Adoption And Real-Time Data Will Accelerate Event Streaming
Key Takeaways Surging AI adoption, expanding platform integrations, and accelerated international uptake are driving rapid revenue growth and diversification, positioning Confluent as an industry standard for real-time data streaming. Innovative products, improved sales models, and a strong partner ecosystem are fueling faster customer acquisition, higher retention, and substantial margin expansion opportunities.
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US$31.41
FV
38.9% undervalued
intrinsic discount
20.56%
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
7 days ago
author updated this narrative
Ambea
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Nordic Elderly Care Demand Will Fuel New Market Opportunities
Key Takeaways Population aging, rising chronic disease, and supportive legislation fuel organic growth, higher utilization, and stable revenue prospects in Ambea's core markets. Strategic acquisitions, digital initiatives, and strong public partnerships enhance cost efficiency, care quality, and access to long-term funding.
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SEK 147.50
FV
16.3% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Sarana Menara Nusantara
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Indonesia's Network Densification And Fiber Expansion Will Create Enduring Value
Key Takeaways Rapid fiber and non-tower expansion, alongside unique industry positioning, could enable Sarana to capture outsized growth and share in both connectivity revenue and new tower builds. Strong financial discipline and national footprint position Sarana to benefit from digital transformation trends, supporting higher margins, recurring revenues, and premium valuations.
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Rp1.17k
FV
49.4% undervalued
intrinsic discount
6.03%
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
7 days ago
author updated this narrative
BHIA
Grupo Casas Bahia
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Legacy Stores Will Cripple Margins While Digital Shifts Provide Relief
Key Takeaways Increasing digital competition and consumer shift to online shopping threaten profitability, despite operational improvements and financial service expansion. Persistent macroeconomic challenges and rising costs may constrain margin growth and earnings momentum, even with gains in logistics and formal retail share.
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R$3.00
FV
61.3% overvalued
intrinsic discount
4.92%
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
7 days ago
author updated this narrative
Gevo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Low-Carbon Aviation And Carbon Credits Will Redefine Future Markets
Key Takeaways Rising demand for sustainable aviation fuel, carbon credits, and compliance software positions Gevo for diversified, high-margin growth and reduced revenue volatility. Proprietary technologies, major partnerships, and scalable infrastructure bolster cost competitiveness, operating leverage, and earnings potential amid increasing global decarbonization efforts.
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US$5.55
FV
69.0% undervalued
intrinsic discount
33.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
6 days ago
author updated this narrative
Sphere Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion And Immersive Tech Will Transform Entertainment
Key Takeaways Asset-light global expansion and proprietary immersive technology drive scalable recurring revenue, premium pricing, and margin growth versus traditional live entertainment models. Diversified event offerings and branded content partnerships increase revenue predictability and high-margin earnings, reducing reliance on single-event sales.
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US$53.90
FV
14.7% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Ouster
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Autonomous Vehicles And AI Will Revolutionize Lidar Markets
Key Takeaways Ouster's advanced AI-driven software and expanding distributor network position it to outpace market expectations, capturing significant market share and driving substantial recurring revenue growth. Innovations in proprietary silicon and scalable platforms unlock new, high-margin markets beyond lidar, enabling sustained expansion with minimal additional operating costs.
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US$49.14
FV
43.1% undervalued
intrinsic discount
41.16%
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
7 days ago
author updated this narrative
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