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NSPR | InspireMD Q2 2026: What They Said vs. What They Did
The Gap Report: InspireMD, Inc. (NSPR) Q2 2026 (may 4 - aug 17) InspireMD reported second quarter 2026 results on August 17, 2026, against a backdrop that made the May call look almost optimistic by comparison.Read more
Brightstar Resources, A$1 Billion FCF at A$6,000 Gold, 74% IRR Under Construction + 2.87Moz Free Optionality
Brightstar Resources Limited (ASX:BTR) Introduction Brightstar Resources Limited is an emerging Western Australian gold company building two principal production centres: the Goldfields Project around Laverton and Menzies, and the larger Sandstone Gold Project. The company currently controls approximately 4.5 million ounces of gold resources across granted mining leases, comprising around 1.6Moz in the Goldfields and 2.9Moz at Sandstone.Read more
The C$4M Explorer Positioned to Become Europe's First Antimony Mine
A tiny explorer near a major Balkan mining deal could become Europe’s first homegrown source of a metal the West is scrambling to secure as export restrictions loom. The upside comes with real danger: it’s an early-stage, thinly traded bet that depends on more people noticing what its drill results suggest.Read more
A Case for TRX Gold to reach US$30 by 2030 (CAD$41.57) (USD$1 - CAD$1 = CAD$1.39)
TRX Gold Corporation (TSX: TRX / NYSE American: TRX) — Updated NAV Analysis & 5-Year Share Price Forecast Current Snapshot (mid-August 2026) Shares outstanding: ~327.5 million. Share price: ~US$1.12; market capitalization: ~US$365–366 million.Read more
NVDA Is Priced for a Decade of Growth — The Real Risk Is "How Long," Not "If"
NVIDIA posted $81.6B in Q1 FY27 revenue (+85% YoY), with the Data Center segment up 92% YoY to $75.2B. Q2 FY27 guidance ($91.0B ±2%, reporting August 26, 2026) implies sequential momentum is intact — though management explicitly excludes any Data Center compute revenue from China, a reminder that reported growth no longer includes that market.Read more
Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection
The market sees a loss-making wafer maker. I see a semiconductor oligopoly where volumes are recovering just as depreciation is about to peak.Read more
Good-stock-not-great-company setup
SMCI is a good-stock-not-great-company setup: a narrow, cycle-renewed moat and structurally thin margins, but priced at ~3.9x our model's FY28E EBITDA with net cash, above-Street revenue momentum and a decaying trust discount. Our framework is appropriately hard-nosed, an 11.4% WACC which includes at 25bps FED rate hike, a DCF that embeds a 48% peak-to-trough AI capex bust, and applied multiples at 35-69% discounts to the 10.12x EV/EBITDA & 1.61x EV/REVENUE peer medians and it still produces a $55.85 blended target, 46.6% above our $38.09 reference price.Read more
Undervalued, Underestimated
Veefin pushes beyond its core finance software by buying into a Singapore-based AI startup, aiming to help banks make faster, more confident lending decisions from messy real-world data. The bigger story is whether this AI add-on can unlock new features to sell to existing customers while helping the company break into more international markets.Read more
Growth engine emerging, evolution beyond legacy core earnings
MIXI is trying to build a new growth engine beyond its long-running mobile game, leaning into sports through a major acquisition and fast user growth in its betting app. The big question is whether sports can become the next profit driver while its older entertainment business slows and a new global game launch ramps up.Read more
