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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
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Visa
RI
Richard_Bowman
Equity Analyst and Writer
Inflation, New Initiatives and Scale Will Grow EPS
Key Takeaways Visa is a very high-quality business with an enviable market share and margins. New initiatives like Visa Direct will offset the loss of momentum from legacy growth drivers EPS growth will be driven by ‘higher for longer’ inflation, slightly wider margins, and buybacks.
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US$284.00
FV
25.7% overvalued
intrinsic discount
11.50%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
10 months ago
author updated this narrative
NVIDIA
JT
JTV
Community Contributor
NVDIA, AI and Semiconductor Industry
NVDIA are currently the leading producer of data center processor hardware and systems. Their big selling point is the compute requirement to power AI.
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US$226.89
FV
23.5% undervalued
intrinsic discount
23.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 months ago
author updated this narrative
Intel
KA
kapirey
Community Contributor
Made in America is safer and better
La meva anterior narrativa es basava en: Intel va perdre la possibilitat de dissenyar el xip de la futura PlayStation 6. L'empresa ha diversificat el seu negoci i la seva estratègia des de fa uns anys, però recentment va perdre aquesta oportunitat clau.
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US$22.32
FV
7.3% undervalued
intrinsic discount
2.00%
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
10 months ago
author updated this narrative
American Express
WA
WallStreetWontons
Community Contributor
AXP: Key Acquisitions and Enhanced Membership Models Sustains an Incredible Moat
Catalysts New Products or Services Impacting Sales or Earnings American Express has been actively enhancing its product offerings and making strategic acquisitions to drive sales and earnings growth. Here are some key points from recent earnings calls and reports: Product Innovations and Refreshes : American Express is on track to refresh approximately 40 products globally by the end of the year, including a refreshed US consumer gold card [source].
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US$308.19
FV
1.1% overvalued
intrinsic discount
10.81%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
11 months ago
author updated this narrative
Adobe
WA
WallStreetWontons
Community Contributor
Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite
Catalysts Products and Services Impacting Sales and Earnings : Adobe has a diverse portfolio of products and services that contribute to its revenue growth. Here are some key highlights: Creative Cloud : Adobe’s Creative Cloud suite includes popular software like Photoshop, Illustrator, and Premiere Pro.
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US$898.28
FV
58.7% undervalued
intrinsic discount
16.66%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
11 months ago
author updated this narrative
Airbnb
WA
WallStreetWontons
Community Contributor
ABNB: Steady Ascent and Prudent Projections
Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.
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US$127.49
FV
10.8% overvalued
intrinsic discount
10.74%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
11 months ago
author updated this narrative
CrowdStrike Holdings
WA
WallStreetWontons
Community Contributor
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.
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US$324.30
FV
44.3% overvalued
intrinsic discount
25.01%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
11 months ago
author updated this narrative
PDD
PDD Holdings
WA
WallStreetWontons
Community Contributor
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.
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US$163.07
FV
27.4% undervalued
intrinsic discount
-10.27%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
18
users have followed this narrative
11 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
WA
WallStreetWontons
Community Contributor
Semiconductor Demand will likely persist from the likes of AI, IoT, and 5G
Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.
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US$629.70
FV
61.0% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
19
users have followed this narrative
11 months ago
author updated this narrative
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