Global Community

Our community narratives are driven by numbers and valuation.

Community Investing Ideas

Global Weekly Picks

UNCY logo
Unicycive Therapeutics

Looking to be second time lucky with a game-changing new product

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.
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US$21.53
FV
70.8% undervalued intrinsic discount
2.8k
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9users have liked this narrative
0users have commented on this narrative
49users have followed this narrative
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PlaySide Studios

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.
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AU$0.84
FV
60.7% undervalued intrinsic discount
32.00%
Revenue growth p.a.
2.1k
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7users have liked this narrative
2users have commented on this narrative
12users have followed this narrative
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Inotiv

Inotiv NAMs Test Center

Dear Inotiv, My name is Jong Ik Kwon, DVM , a graduate of Seoul National University College of Veterinary Medicine. Earlier in my career, I worked for Kwangdong Pharmaceutical as a Clinical Research Manager (CRM) for two years , where I gained direct experience in clinical development, regulatory processes, and pharmaceutical operations.
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US$1.2
FV
78.3% undervalued intrinsic discount
-50.39%
Revenue growth p.a.
3.9k
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6users have liked this narrative
2users have commented on this narrative
19users have followed this narrative
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Cognyte Software

This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti

The Cognyte Story: The Most Undervalued Intelligence Company on Earth The Setup Imagine finding a company that does essentially what Palantir does — AI-powered investigative analytics for governments, military intelligence agencies, and national security organisations — but you’re paying 1.6x revenue instead of 130x. That’s not a typo.
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US$95.67
FV
92.9% undervalued intrinsic discount
60.00%
Revenue growth p.a.
4.2k
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6users have liked this narrative
2users have commented on this narrative
38users have followed this narrative
CSL logo
CSL

My view on CSL Limited is positive. It’s a high-quality growth stock with strong barriers to entry through its global plasma network.

One stock I find particularly compelling is CSL Limited (ASX: CSL), primarily due to its strong competitive positioning, structural growth drivers, and valuation complexity. From a fundamental perspective, CSL operates in the global plasma therapies and specialty pharmaceuticals market, where demand is relatively inelastic and supported by long-term healthcare trends.Read more

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AU$140.64
9.0% overvalued intrinsic discount
Tonmoy009's Fair Value
Revenue
4.95% p.a.
Profit Margin
9.06%
Future PE
37.47x
Price in 2031
AU$199.2
SNDK logo
Sandisk

The NAND Powerhouse Returns: Autonomy in the AI Era

As of February 21, 2026, SanDisk (SNDK) has officially completed its historic re-emergence as a standalone public entity. Following the final liquidation of Western Digital’s (WDC) remaining equity stake on February 18, the stock is currently trading around $650.Read more

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19
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1users have followed this narrative
US$512.4
26.8% overvalued intrinsic discount
unknown's Fair Value
Revenue
57.36% p.a.
Profit Margin
6.25%
Future PE
22.57x
Price in 2031
US$761.6
TSLA logo
Tesla

The Transition From Automaker To AI Behemoth Is Underway, But Priced In

Summary ​Tesla is actively transitioning its core business from automotive sales to real-world AI, including autonomous driving and humanoid robots. ​Robotaxi testing is progressing well, with plans to remove safety monitors and expand to seven new US cities in early 2026.Read more

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13
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US$400
3.0% overvalued intrinsic discount
TexasIronLegend's Fair Value
Revenue
11.54% p.a.
Profit Margin
5.31%
Future PE
290.91x
Price in 2030
US$642.48
PHM logo
PulteGroup

Structural Housing Shortage and Low Leverage Drive PulteGroup’s 11% Long-Term Growth

Analyst Commentary PulteGroup has transformed from a cyclical builder to a highly efficienct capital machine. They focus on leveraging asset light strategies to build strategic advantages within the housing market supported by structural undersupply.Read more

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1
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US$190.45
26.5% undervalued intrinsic discount
0DTE's Fair Value
Revenue
10.9% p.a.
Profit Margin
12.82%
Future PE
12.13x
Price in 2031
US$288.4
PANW logo
Palo Alto Networks

Palo Alto Networks (PANW): Collateral Damage

PANW is down 22% over the past year and 10.9% in the last seven days alone. Most people are calling it a victim of AI disruption.Read more

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14
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US$156.71
5.1% undervalued intrinsic discount
Pancham's Fair Value
Revenue
21% p.a.
Profit Margin
10.9%
Future PE
96x
Price in 2031
US$234.62
NU logo
Nu Holdings

Nu holdings will continue to disrupt the South American banking market

Two years ago i bought Nu at $11. Now there were two main things which gave me conviction.Read more

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US$64.3
72.7% undervalued intrinsic discount
kabz2342's Fair Value
Revenue
44.82% p.a.
Profit Margin
39.76%
Future PE
33.59x
Price in 2031
US$109.23
STX logo
Seagate Technology Holdings

HAMR Time: Dominating the High-Capacity Cloud

Seagate Technology (STX) has transformed itself from a legacy hardware maker into a critical AI infrastructure darling, with its stock price hitting $411 in February 2026. This 330% climb over the past year has been fueled by the successful commercialization of Heat-Assisted Magnetic Recording (HAMR) technology.Read more

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US$338.2
21.6% overvalued intrinsic discount
unknown's Fair Value
Revenue
6.27% p.a.
Profit Margin
19.59%
Future PE
46.75x
Price in 2031
US$499.58
ELTX logo
Elicio Therapeutics

Very Bullish

98% of pancreatic cancer patients in Phase II study generated powerful immune responses to the KRAS antigens. Median T-cell immune response above threshold was 44-fold.Read more

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610
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5users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
US$100
91.3% undervalued intrinsic discount
Coward_Nutlick's Fair Value
Profit Margin
21.21%
Future PE
29.38x
Price in 2031
US$140.1
SEZL logo
Sezzle

Sezzle's Profits to Soar with 27% Margin Boost

This overview balances recent growth performance, risks, valuation, and tactical signals (based on the most recent public filings and analyst research available): Bullish Investment Thesis (Why Buy / Hold) 1) Very Strong Growth & Profitability Execution Sezzle has delivered rapid revenue growth (>60–70% YoY) across 2024–2025 and record profitability, a rare achievement among BNPL peers. ( StockAnalysis ) Gross Merchandise Volume (GMV) crossed $1 B quarterly , while net income margins remain healthy (~22–30%).Read more

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35
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3users have followed this narrative
US$87.18
28.0% undervalued intrinsic discount
Humaninsights's Fair Value
Revenue
18.64% p.a.
Profit Margin
27.66%
Future PE
16.9x
Price in 2030
US$124.88