Global Community

Our community narratives are driven by numbers and valuation.

Community Investing Ideas

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
42.5% undervalued intrinsic discount
36.80%
Revenue growth p.a.
992
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6users have liked this narrative
0users have commented on this narrative
30users 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
33.2% undervalued intrinsic discount
17.32%
Revenue growth p.a.
4k
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18users have liked this narrative
6users have commented on this narrative
31users 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
52.7% overvalued intrinsic discount
1.28%
Revenue growth p.a.
2.1k
users have viewed this narrative
3users have liked this narrative
1users have commented on this narrative
5users 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
35.3% undervalued intrinsic discount
20.00%
Revenue growth p.a.
4.9k
users have viewed this narrative
17users have liked this narrative
3users have commented on this narrative
35users have followed this narrative
PWR logo
Quanta Services

Quanta Services (PWR): Strengthening the Backbone of the AI Power Grid.

Quanta Services is currently operating at the epicenter of the global energy transition, transforming from a traditional utility contractor into a critical enabler of the AI-driven power surge. Trading at $540.19 as of the March 9, 2026, close, the stock has shown impressive resilience, trading about 6% below its all-time highs despite recent institutional stake reductions by firms like American Century.Read more

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102
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1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$546
4.0% overvalued intrinsic discount
Vestra's Fair Value
Revenue
9.49% p.a.
Profit Margin
3.61%
Future PE
80.41x
Price in 2031
US$829.11
SOFI logo
SoFi Technologies

SoFi Technologies: The Apex Aggregator and the Infrastructure of the Modern Financial System

1. The Paradigm Shift: Fixing a Broken System For decades, traditional consumer banking has been disconnected and frustrating.Read more

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0
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1users have liked this narrative
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3users have followed this narrative
US$22.98
18.2% undervalued intrinsic discount
Yang_'s Fair Value
Revenue
20% p.a.
Profit Margin
13.43%
Future PE
50.08x
Price in 2031
US$33.53
NVDA logo
NVIDIA

NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required

I am still fervently steadfast in the stance that NVDA is the undisputed anchor and future driver of the global AI shift. While it is an 'obvious' megacap investment, my personal analysis depict its transition into a full stack 'AI foundry' with a widened moat that the market presently fails to price in.Read more

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0
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3users have followed this narrative
US$194.99
6.3% undervalued intrinsic discount
Lyncher's Fair Value
Revenue
25% p.a.
Profit Margin
50.5%
Future PE
23x
Price in 2031
US$321.52
SATS logo
EchoStar

EchoStar's 43.91 fair value will redefine its market position

Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.Read more

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0
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1users have followed this narrative
US$43.91
150.3% overvalued intrinsic discount
moneypursuer's Fair Value
Profit Margin
8.98%
Future PE
16.16x
Price in 2031
US$65.36
CSL logo
CSL

CSL: The Dip Is the Opportunity

CSL: The Dip Is the Opportunity Most people look at CSL's stock chart right now and see a problem. Down 35% from its highs, margins cut in half, and a company in the middle of its biggest restructuring in decades.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
AU$155
8.2% undervalued intrinsic discount
Kouj's Fair Value
Revenue
8.71% p.a.
Profit Margin
9.06%
Future PE
34.43x
Price in 2031
AU$220.15
AAPL logo
Apple

Apple will shine with a 6% revenue growth in the next 5 years

Apple Inc. (AAPL) – Investment Narrative Company Overview Apple Inc.Read more

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0
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0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$257.68
0.9% overvalued intrinsic discount
ZacharyHonXueLiang's Fair Value
Revenue
6.48% p.a.
Profit Margin
27.04%
Future PE
32.09x
Price in 2031
US$384.04
ANN logo
Ansell

Overweight on ANN

My view: Ansell (ASX: ANN) is a quality, mid-risk company suited for a long-term investment. It operates within a stable and expanding TAM, supported by rising global safety and healthcare demand.Read more

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0
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1users have liked this narrative
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AU$34.1
13.8% undervalued intrinsic discount
reyyyyy's Fair Value
Revenue
8.95% p.a.
Profit Margin
6.74%
Future PE
22.41x
Price in 2031
AU$50.18
RDG logo
Ridgeline Minerals

A case for Ridgeline Minerals: Base case CAD$2.00, Bull case CAD$5.00+

Overview of Ridgeline Minerals Corp. (TSX-V: RDG / OTCQB: RDGMF) Ridgeline Minerals Corp.Read more

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0
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CA$5
96.0% undervalued intrinsic discount
Agricola's Fair Value
Profit Margin
N/A
Future PE
55.4x
Price in 2031
CA$0