Our community narratives are driven by numbers and valuation.
🪙 KUYA SILVER (CSE:KUYA) Kuya is transitioning from small-scale restart/ramp-up at Bethania into a Phase-1 commercial platform anchored by 350 tpd mine rate and vertical integration (owning a flotation plant), with exploration upside from Silver Kings. Updated Snapshot — Feb 2026 Capital Structure Issued & Outstanding (Basic): ~189.66M shares Reserved for Issuance: ~45.65M Rough Fully Diluted (basic + reserved): ~235.31M (proxy) ⛏️ Cost Structure Latest published PEA AISC (LOM): ~US$12.15/oz AgEq (This is the most “official” AISC-style metric I can cite; current ramp-up/toll-milling financials will not look like steady-state AISC yet.) Projects Overview & Grade Quality 1) Bethania Silver Project (Peru) — Operating / Ramp-Up Resource (Near-surface maiden resource): Indicated: 404,000 t @ 332 g/t Ag and 469 g/t AgEq (6.09M oz AgEq) Inferred: 700,000 t @ 249 g/t Ag and 369 g/t AgEq (8.30M oz AgEq) Grade feel: High-grade underground vein system (hundreds g/t AgEq) — but production outcome is execution + processing control.Read more

Malaysia’s manufacturing sector is facing short-term uncertainty after the government warned that national energy supplies are currently secured only until end-May, following disruptions linked to the Middle East conflict. Authorities are moving quickly to manage the situation, with support measures in place and close coordination with Petronas to stabilise supply and diversify energy sources.Read more
Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.Read more
Alpha IVF Group Berhad is starting to look like one of those healthcare counters where the market may be undervaluing the business in P/E terms by focusing too much on near-term margin pressure and not enough on its medium-term earnings power. At current valuation levels, the stock does not appear excessively demanding for a company that is still profitable, generates strong returns, and is expanding its footprint across Southeast Asia.Read more
Key Points: Sparc AI (OTC:SPAIF / CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.Read more
Sonic Healthcare stands as the world’s third-largest medical diagnostics company, operating an extensive network of pathology labs, radiology centers, and primary care medical practices across Australia, the US, Germany, Switzerland, and the UK. Founded in 1987, the company has spent over three decades executing a disciplined acquisition strategy to become a cornerstone of global healthcare infrastructure.Read more
Heavy insider selling, repeated dilution, and weakening fundamentals raise serious questions about shareholder alignment Aehr Test Systems (NASDAQ: AEHR) has often been presented as a high-growth semiconductor equipment story tied to silicon carbide, EV power devices, and emerging AI infrastructure demand. But behind the narrative lies a more uncomfortable reality for shareholders: years of dilution followed by a major insider cash-out during a sharp stock rally.Read more
NVIDIA closed fiscal 2026 with $96.6 billion in free cash flow, $54.1 billion of net cash on the balance sheet, and 71% gross margins. The crowd is looking for the right moment to sell.Read more

The Broadest Strokes If executed well, the technology could majorly impact the at-scale food service industry. It is particularly suitable for use in airports, at hospitals, universities, gas stations and rest areas, and supermarkets.Read more