Global Community

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Global Weekly Picks

GOAI logo
Eva Live

Is this the AI replacing marketing professionals?

Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.
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US$7.43
FV
46.3% undervalued intrinsic discount
36.80%
Revenue growth p.a.
143
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
PME logo
Pro Medicus

Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business

There's a telling anecdote about Pro Medicus that doesn't appear in any investor presentation. Radiologists at top US hospitals have started demanding it as a condition of employment — they simply won't join institutions that don't run Visage, the company's flagship imaging platform.
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AU$196.78
FV
41.9% undervalued intrinsic discount
17.32%
Revenue growth p.a.
1.1k
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13users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
WBD logo
Warner Bros. Discovery

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.
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US$18.17
FV
55.2% overvalued intrinsic discount
1.28%
Revenue growth p.a.
378
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
VRT logo
Vertiv Holdings Co

The Infrastructure AI Cannot Be Built Without

Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.
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US$408.64
FV
40.2% undervalued intrinsic discount
20.00%
Revenue growth p.a.
673
users have viewed this narrative
5users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
EBGNG logo
GNG Electronics

Strong execution in a growing category, but long‑term value hinges on cash‑flow discipline

The refurbished devices market is going through a structural shift. Refurbished laptops and smartphones, once seen as second‑tier options, are becoming mainstream as consumers look for value and sustainability.Read more

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5
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2users have followed this narrative
₹135.87
169.7% overvalued intrinsic discount
Salman2415's Fair Value
Revenue
23% p.a.
Profit Margin
5%
Future PE
28x
Price in 2031
₹239.45
TLX logo
Telix Pharmaceuticals

TLX... a Market's Overreaction or a Falling Knife?

So just for context to any investors happening upon this narrative... What does Telix actually do?Read more

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33
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AU$18
45.2% undervalued intrinsic discount
Vallix's Fair Value
Profit Margin
13%
Future PE
27.9x
Price in 2029
AU$22.19
SMH logo
VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF (SMH): The Silicon Supercycle – Capturing the AI Infrastructure Multiplier in 2026.

The VanEck Semiconductor ETF (SMH) is currently the benchmark for high-performance computing, trading at $406.39 as of the March 3, 2026, market close. Following a historic "melt-up" in early 2025, the fund has entered a phase of healthy consolidation, yet it remains one of the top-performing thematic ETFs with a 66% return over the past 12 months.Read more

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6
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$518
24.5% undervalued intrinsic discount
Vestra's Fair Value
Revenue
11.94k% p.a.
Profit Margin
29.51%
Future PE
17.77x
Price in 2031
US$0
UG logo
Upside Gold

Upside Gold's Technical Analysis

1. Price Action & Momentum UG closed at C$1.26, adding 2.44 % in the last 24 h and 28.57 % over the past month, while leaping 152 % year-to-date 1.Read more

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32
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
CA$5
74.6% undervalued intrinsic discount
Alpcan_Kunt's Fair Value
Profit Margin
12.17%
Future PE
22.16x
Price in 2029
CA$6.18
XRO logo
Xero

XERO Limited's Technical Analysis

1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.Read more

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4
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AU$150
47.4% undervalued intrinsic discount
Alpcan_Kunt's Fair Value
Revenue
28.16% p.a.
Profit Margin
11.63%
Future PE
59.76x
Price in 2031
AU$240.12
RKLB logo
Rocket Lab

Rocket Lab: A Growth Story Trading on the Future of Space Economy

Rocket Lab represents a company in transition. It is no longer simply a small-launch provider, yet it has not fully matured into a profitable aerospace contractor.Read more

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0
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0users have liked this narrative
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1users have followed this narrative
US$7.31
859.4% overvalued intrinsic discount
Timothy_Lai's Fair Value
Profit Margin
8.7%
Future PE
53.46x
Price in 2031
US$10.56
PLTR logo
Palantir Technologies

Analysis of Palantir Technologies: Commercial Acceleration and Financial Maturity

Palantir Technologies Inc. has evolved from a specialized government contractor into a broad-market software provider.Read more

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142
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0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$5.97k
97.5% undervalued intrinsic discount
bon's Fair Value
Revenue
131% p.a.
Profit Margin
36.31%
Future PE
213.6x
Price in 2031
US$8.93k