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Sogeclair's Outlook Will See a 18x Future PE in Five Years
Sogeclair est un acteur de l'ingénierie de haute technologie (aéronautique, spatial, transport). C'est un dossier typique de "Small Cap" industrielle.Read more
UnitedHealth Group's Future Revenue Grows by 3.59%: What Will It Mean?
UnitedHealth (UNH): A Data Giant Hidden in an Insurer's Crisis Investment Narrative – February 2026 Price Target (12m): $395.00 (+35% upside) Rating: Strong Buy (Contrarian) 1. The Core Thesis: The "Optum" Mispricing The market is currently valuing UnitedHealth through the narrow lens of a traditional insurer struggling with Medicare Advantage (MA) rate cuts and CMS regulatory headwinds for 2027.Read more
The Privacy Fortress: Apple’s Lean AI Path and the $100 Billion Buyback Engine
Apple is the "anti-Amazon" of 2026. While the rest of Big Tech is in a capex arms race, Apple is being rewarded for fiscal restraint.Read more
Why EnSilica is Worth Possibly 13x its Current Price
Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
The Superintelligence Pivot: Meta’s $135 Billion Bet on the Energy-Compute Nexus
Meta is currently the most debated stock in the "Magnificent Seven." After the "Year of Efficiency" in 2023, Zuckerberg has flipped the script, entering a "Year of Superintelligence." The narrative for 2026 is a race between two forces: Margin Compression (due to $100B+ in capex depreciation) and Ad-Tech Industrialization (AI-driven ads that convert at 3x the legacy rate). While the "Fair Value" sits at $556 , institutional investors are hesitant to sell because Meta’s Family of Apps (DAP: 3.58 Billion) provides a "user moat" that no other AI company can match.Read more
Investment Thesis: Olvi Oyj (OLVAS)
Date: February 17, 2026 Recommendation: Long / Accumulate 1. Executive Summary: The Geopolitical Arbitrage Olvi Oyj represents a rare asymmetric opportunity in the European consumer staples sector.Read more
Norwegian Air Shuttle's revenue will grow by 73.56% and profitability will soar
I have held the stock of this company for 5 years My target is 200 NOK. $NAS.OL (Norwegian Air Shuttle Q2 figures: Profitability soars, inaugural dividend declared Norwegian announced its first dividend since restructuring, with NOK 0.90 per share (approval 10July2025, ex-dividend date 12August 2025, payment date 20August 2025 ) The airline reported a profit before tax of NOK 1,055 million, a significant improvement from the NOK -611 million EBIT reported in Q1.Read more
EU#6 - From Political Experiment to Global Aerospace Power
Airbus: From Political Experiment to Global Aerospace Power In 1970, Europe made a decision that sounded almost naïve: it would challenge America in the skies. At the time, US manufacturers—especially Boeing—dominated global aviation.Read more
