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Global Weekly Picks
Roblox Future PE to Soar by 17% in the Next 5 Years
Realist case: growth stays strong, but the bull case gets deflated My realistic case would sit well below the $95.62 bull case , but still above the current price if Roblox executes reasonably well. At the current RBLX price of about $45.66 , the market cap is roughly $32.5 billion.Read more
A Bet on the Last Breath of a Flying Prototype
10K Analyse: Picture New Horizon Aircraft as a mountaineer attempting an eight-thousander called Type Certification with a half-empty oxygen tank, borrowed crampons, and a maxed-out credit card. Down at base camp, Joby and Archer sit with fully equipped expedition teams, helicopter backup, and sponsorship deals worth hundreds of millions.Read more
IXR has a Plan to Bypass China's REE Separation Moat.
Scaling China’s Rare Earths Wall The ASX Disruptor Rewiring Rare Earth Supply Chains This article is for general information only and is not personal financial advice. By Izaac Ronay We’re at war!Read more
Investigator Silver, Leverage Exposed: $1/oz Move = $42M Cash for This ASX Developer
A little-known Australian miner is trying to turn its Paris project in South Australia from a drill story into an operating silver mine, and the payoff could swing sharply with the silver price. The catch is it still has to clear approvals and line up the money to build it without heavily watering down existing investors.Read more
The "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab Era
Voyager Technologies owns a big bet on what comes after the International Space Station, and the market may still be treating it like a plain defense supplier. If Starlab stays on track, the business could shift toward steady “rent-like” income from customers in space—but delays or execution missteps could change the story.Read more
The Only Psychedelic Company Already Selling MDMA and Psilocybin to Real Patients, Yet Priced Like It Doesn’t Exist
Key Takeaways It’s the only psychedelics company already selling two scheduled medicines. Optimi is one of a tiny handful of fully licensed, GMP-certified manufacturers shipping pharmaceutical-grade MDMA and psilocybin to real, paying patients today.Read more
Approaching an inflection point
Macbee Planet shows signs of turning a corner as demand picks up again in finance-related advertising and it trims costs using more automation. The bigger question is whether it can ride the shift toward AI-driven online discovery while rebuilding trust through steady execution.Read more
The trap for retailers that can evaporate more than 80% of the value.
SpaceX’s stock looks priced for a perfect future because so few shares trade and the excitement around its AI work pulls in speculative buyers. As more dedicated AI companies list publicly, that buzz may fade fast, leaving this name exposed to a sharp drop.Read more
The "David vs. Goliath" AI Trade – Why Second Place is Worth Billions
AMD may not be the biggest name in AI chips, but big cloud companies want a real backup to Nvidia and are backing AMD so they’re not stuck with one supplier. With new AI chips gaining traction and a growing role in data centers and edge devices, the company could see profits improve—but it still has to prove it can keep up.Read more
