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Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.

Ultralife Corporation (NASDAQ: ULBI) is a provider of power and communication systems, serving sectors such as defense, public safety, and healthcare. Has demonstrated notable improvements in its market performance over the past year, which may influence its prospects in the coming 1-3 years.

Silvercrest Metals: Overview and Valuation Project Highlights Project: Las Chispas, Mexico Resource Size: 130 million oz (550 gpt silver equivalent) Production Rate: 10 million oz annually Current FD Market Cap: $1 billion Cash and Bullion: $80 million Debt: None AISC: Approximately $11.45/oz Break-even Costs: Around $17/oz Financials Annual Revenue Calculation (at $24/oz): Revenue=Production×Price\text{Revenue} = \text{Production} \times \text{Price}Revenue=Production×Price Revenue=10,000,000 oz×(24−11.45) USD/oz=10,000,000×12.55=125,500,000 USD\text{Revenue} = 10,000,000 \text{ oz} \times (24 - 11.45) \text{ USD/oz} = 10,000,000 \times 12.55 = 125,500,000 \text{ USD}Revenue=10,000,000 oz×(24−11.45) USD/oz=10,000,000×12.55=125,500,000 USD Free Cash Flow (FCF): With a break-even cost of $17 and an AISC of approximately $11.45, the projected FCF based on current silver prices would be significant. Valuation Potential: Given that they have paid off capex, the company is now in a strong position to generate cash and potentially increase its resource base through exploration.

Catalysts Most Immediate Catalysts (1–2 Years) E-commerce Growth Driving Logistics Demand: Catena’s core business—logistics and warehouse properties—is benefiting from structural growth in e-commerce. As retailers optimize supply chains, demand for modern logistics centers remains high.

Catalysts New product innovation: The beverage market is competitive and constantly evolving. Vita Coco could develop new and innovative beverage products that appeal to consumer trends.

It is one of the three biggest carmakers in the world, with a dominant market share of some 21 per cent in its home market - which actually grew in the recent past. Yet both from a strategic and a global perspective, the Wolfsburgers are under marked pressure.

Current Take on Ideanomics (IDEX): At present, Ideanomics (IDEX) is a high-risk stock with significant challenges: Financial Instability: The company is experiencing large losses, reflected in its negative P/E ratio (-0.01x), and its net income is still deeply negative, which suggests that Ideanomics is far from profitability. With a negative shareholder equity and high debt levels, the financial position of the company is precarious.

Outlook for the Next Few Years (2025–2027) Bullish Case Catalysts : Successful 2025 game releases (e.g., from Madnetic Games or core franchises like Car Mechanic Simulator) could boost revenue and sentiment, potentially pushing the stock toward 350–400 PLN by 2026, as some users suggest. The gaming industry’s growth, especially in mobile and console markets, could amplify this if PlayWay capitalizes on it.

- Sales: 616 billion ARS (Q4 2024) - EBITDA: 159.72 billion ARS (Q4 2024) - Adjusted EBITDA: 145.18 billion ARS (Q4 2024) - Cash Flow from Operations: 108.24 billion ARS (Q4 2024) - Net Cash Position: 792 billion ARS (end of Q4 2024) - Dividend Proposal: Annual dividend of 182.6 ARS per share - Annual Results: - EBITDA: 682 billion ARS - Net Income: 462 billion ARS - Net Sales: 2.75 trillion ARS - Free Cash Flow: 484 billion ARS (2024) Here's the translation of the narrative to Spanish (Argentina): Puntos Positivos Tenaris SA (NYSE:TS) informó un sólido desempeño financiero para 2024, con un EBITDA de $3.1 mil millones y una ganancia neta de $2.1 mil millones sobre ventas netas de $12.5 mil millones. La empresa mantuvo una fuerte posición de efectivo neto de $3.6 mil millones, a pesar de significativos gastos en dividendos, recompras de acciones y inversiones en capital.