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Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.Read more
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.Read more
PSIX The timing of insider sales is a serious question mark
1. Financial Forensic Analysis: Quality of Earnings PSI's Q3 2025 financial results, while appearing bright on the surface, reveal a profit statement supported by accounting techniques that lacks cash generation capacity upon closer examination.Read more
The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions
While Nvidia captures the headlines, AMD is capturing the "spillover." The AI accelerator market is projected to reach $400 Billion by 2027. AMD does not need to beat Nvidia to win; it only needs to capture 10-20% of this massive TAM (Total Addressable Market).Read more
EU#2 - From Humble Beginnings to Global Powerhouse
Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.Read more
Regulatory risk has increased and is not reflected in forward narrative
Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.Read more
Q3 Outlook modestly optimistic
Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).Read more
Fully Permitted Gold Mine with 50 Baggers Potential
1911 Gold – Updated Snapshot (September 2025) Latest verified facts The company commenced a PEA on the True North restart in late August 2025 with AMC Consultants; a short trial mining campaign (3–5 months) is planned to validate methods and economics ahead of a bulk sample. Newswire+1 Corporate presentation (Sept 9, 2025) shows 262.32M shares outstanding (296.19M fully diluted) and ~C$15.2M cash including a recent financing.Read more
