Our community narratives are driven by numbers and valuation.
Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest and most advanced semiconductor manufacturer, and its stock could reach $600 in the coming years due to its dominant market position and the growing demand for cutting-edge technology. TSMC commands over 50% of the global foundry market and nearly 90% of the advanced chip market (5nm and below), making it the top supplier for major companies like Apple, Nvidia, AMD, and Qualcomm.Read more

Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.Read more

As of February 1, 2025, NIO's stock is trading at approximately $4.32 per share. In January 2025, NIO delivered 13,863 electric vehicles, a 55.5% decrease from December but a 37.8% increase year-over-year.Read more

Based on its current status with a low market cap (~$5 million), severe revenue decline, and significant net losses, VivoPower International (VVPR) faces a critical period through 2025. VVPR is a highly speculative stock with major risks tied to its financial stability.Read more

Foresight Autonomous Holdings Ltd. (FRSX), trading at $1.04 per share, specializes in advanced driver assistance and autonomous vehicle technologies.Read more

MicroStrategy Incorporated (MSTR), currently trading at $334.79 per share, has garnered significant attention due to its substantial Bitcoin holdings, which have become a central component of its valuation strategy. Analysts have set a 12-month average price target of $549.36, with estimates ranging from $480.00 to $650.00, indicating a cautiously optimistic outlook.Read more

Advanced Micro Devices (AMD), currently trading at $115.95 per share, is positioned for significant growth due to its focus on high-performance computing, AI, and data center markets. Despite a revenue dip to $22.68 billion in 2023, AMD has increased its AI chip revenue guidance to over $5 billion for 2024, indicating a strategic push into this booming sector.Read more

Who are they, and what do they do? Best Buy is the world’s largest specialty electronics retailer.Read more
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