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Global Community
Our community narratives are driven by numbers and valuation.
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GXAI
Gaxos.ai
Sponsored
content by Gaxos.ai
JO
Jolt_Communications
Community Contributor
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
5.9% undervalued
intrinsic discount
119.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
Updated
narrative
Microsoft
PI
PicaCoder
Community Contributor
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
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US$500.00
FV
1.4% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
9
users have commented on this narrative
25
users have followed this narrative
11 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
2.5% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
7
users have commented on this narrative
22
users have followed this narrative
New
narrative
Verve Group
TI
TibiT
Community Contributor
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.
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€4.02
FV
44.5% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
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NVIDIA
CH
CHP
Community Contributor
Short Term Take: NVIDIA GPUs will power the rebound from a supposed tech overreaction
NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.
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US$150.00
FV
18.7% overvalued
intrinsic discount
8.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 months ago
author updated this narrative
GoldMining
RO
RockeTeller
Community Contributor
Gold Miner with bunch of assets + 10 baggers
GoldMining Inc. Valuation if Gold Reaches $4,000/oz Key Inputs: Gold Resources: 18M oz Gold Price: $4,000/oz Valuation per oz: $100–$200/oz (industry average for gold in the ground) Other Assets: Equity Stakes: $140M (Gold Royalty + US Gold Mining) Cash: $160M Shares Outstanding: 100M (approx.) Step 1: Valuation of Gold Resources Conservative: 18M oz x $100/oz = $1.8B Optimistic: 18M oz x $200/oz = $3.6B Step 2: Add Other Assets Total Other Assets = $140M (equity stakes) + $160M (cash) = $300M Step 3: Total Valuation Conservative: $1.8B (gold) + $300M (assets) = $2.1B Optimistic: $3.6B (gold) + $300M (assets) = $3.9B Step 4: Stock Price Estimate Conservative: $2.1B / 100M shares = $21/share Optimistic: $3.9B / 100M shares = $39/share Conclusion: At $4,000 gold, GoldMining Inc.’s stock price could range from $21 to $39/share depending on market valuation of their resources and assets.
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CA$39.00
FV
97.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
9 months ago
author updated this narrative
GSK
DA
DailyInvestors
Community Contributor
GSK: March Madness Lineup
March Madness is here, or so they say on the basketball courts. But Marchs madness is slowly moving off to more than just the courts.
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UK£78.00
FV
81.0% undervalued
intrinsic discount
49.03%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
5 months ago
author updated this narrative
Rheinmetall
NO
Noggerno
Community Contributor
Rheinmetall could get 20-25% of EU-NATO 3%-GDP defence spending
If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.
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€7.57k
FV
78.6% undervalued
intrinsic discount
64.00%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
7
users have commented on this narrative
91
users have followed this narrative
5 months ago
author updated this narrative
Unity Software
AN
andreas_eliades
Community Contributor
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.
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US$38.48
FV
1.8% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 1 month ago
author updated this narrative
Pantoro Gold
TP
TP88
Community Contributor
Gold producer with strong balance sheet and good upside
Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).
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AU$1.83
FV
136.1% overvalued
intrinsic discount
17.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 months ago
author updated this narrative
VivoPower International
M_
M_Kabesh
Community Contributor
VVPR is a highly speculative stock with major risks tied to its financial stability
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.
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US$2.41
FV
151.0% overvalued
intrinsic discount
300.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 months ago
author updated this narrative
TotalEnergies Marketing Nigeria
WA
WaneInvestmentHouse
Community Contributor
TotalEnergies Marketing Nigeria Plc Projects N191.61bn Revenue for Q2 2025
TotalEnergies Marketing Nigeria Plc has released its forecast for the second quarter of 2025, projecting a revenue of N191.61 billion for the period spanning April to June 2025. Key Highlights: - Projected revenue of N191.61 billion for Q2 2025 - Gross profit of N25.7 billion, with a cost of sales of N165.9 billion - Operating profit of N7.8 billion, after deducting selling and distribution costs and administrative expenses - Net finance cost of N5.6 billion, resulting in a profit before tax of N2.1 billion - Projected net profit of N1.4 billion for Q2 2025 - Net cash inflow of N18.3 billion from operating activities.
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₦724.23
FV
11.6% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Lemonade
VI
VincentE
Community Contributor
Q3 24 Report Gives Hope for Long-Term Turnaround
Lemonade Looks Fresh(er) - November 2024 Lemonade reported in-force premiums of $889 million, up 24% year over year and higher by nearly 50% since mid-2022. The company now has 2.31 million customers, up 17% from year-ago levels, and gross profit climbed 71%.
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US$77.14
FV
26.3% undervalued
intrinsic discount
25.22%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
9 months ago
author updated this narrative
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