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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
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
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, ASX releases, presentations, news releases, company websites, and personal analysis at the time of writing, and they may change without notice.Read more
The "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab Era
Voyager Technologies presents a unique arbitrage opportunity. The market is currently pricing it as a low-growth defense contractor (based on its Q3 revenue of ~$40M), completely ignoring the massive "hidden asset" on its balance sheet: Starlab.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
Pentech Rides Malaysia’s Growing Demand for Digital Infrastructure
Malaysia’s push to go more digital is driving demand for secure data centres, cloud services, and cybersecurity, and Pentech aims to ride that wave as it prepares to list. It’s already selling these tools across many industries and plans to use new funding to build out security and service capabilities—while a clean balance sheet helps, the growth plan still needs to deliver.Read more
What is Giftify (GIFT) Really Worth? An Honest Risk-Discount Valuation
Giftify looks like a company with one steady engine in CardCash, but it sits inside a business weighed down by heavy baggage like ongoing share issuance, customer and supplier dependence, and potential accounting write-downs. The upside depends on a clean turnaround or a buyer stepping in, while the downside includes losing its stock listing or even a wipeout if key risks hit at once.Read more
