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Community Investing Ideas
Global Weekly Picks
TMX Group will thrive with 33.3% profit margin and enduring market moat
Smallcap takeover in niche industry
Monash IVF ( ASX: MVF ) Monash IVF Group Limited is a leading provider of assisted reproductive services in Australia and Malaysia. With over 50 years of experience, the company has been instrumental in pioneering fertility treatments, including achieving Australia's first IVF birth and the world's first pregnancy from a frozen embryo.Read more
NVIDIA's future hinges on $400b revenue and AI software dominance
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more
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).Read more
Neutral for an average person like me.
Who are they, and what do they do? Best Buy is the world’s largest specialty electronics retailer.Read more
“How Short-Sellers Have Distorted Ryde Group Limited’s Share Price”
Ryde Group Limited (NYSE) , a promising mobility solutions provider in Southeast Asia, has recently seen its stock price impacted by heightened short-selling activity. While the fundamentals of the company remain solid, the data suggests that aggressive shorting has created a misleading picture of its value, adding volatility and artificial downward pressure to its share price.Read more
UFP Industries will soar with 200M stock repurchase and cost cuts
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.Read more
Dominant AI Enabler Poised for Sustained Three-Year Outperformance
Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.Read more
alphabet: Long Term Strategic Powerhouse
Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.Read more
Elon Musk’s Vision Will Propel Tesla to New Heights
Catalysts Tesla has several exciting products and services in the pipeline that could significantly impact sales and earnings: Cybertruck : This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.Read more