Narratives

What's New

Your Valuation

Global Community

Our community narratives are driven by numbers and valuation.

Author Program NEW

Global Weekly Picks

Oncolytics Biotech

Lou_Basenese

Community Contributor

The Team Behind a $2 Billion Johnson & Johnson (JNJ) Deal Just Took Over This $105 Million Cancer Biotech

A tiny cancer biotech with a shaky cash situation just brought in a leadership team known for big drug deals, while its lead treatment shows early signs of helping the immune system attack hard-to-treat gut cancers. The big question is whether new funding and partners arrive in time to turn promising trial signals and helpful FDA momentum into a real path to approval.

View narrative

US$3.5

75.5% undervalued

1.1k

Meta Platforms

tripledub

Community Contributor

The $135 Billion Bet That Should Make Every Shareholder Nervous

Meta still throws off huge cash from Facebook, Instagram, and WhatsApp, but its founder is pouring massive resources into building next‑generation AI and other long-shot bets that may never pay off. With regulators around the world pushing harder on child safety, advertising practices, and data use, the real question is whether this cash machine can stay steady while the company chases its newest obsession.

View narrative

US$586

1.4% undervalued

8.89%

Revenue growth p.a.

Voyager Technologies

Talos

Community Contributor

The "Landlord of Orbit" – A Deep Value Play Ahead of the Starlab Era

Voyager Technologies looks like a small defense supplier at first glance, but it also has a stake in a planned replacement for the International Space Station that could turn it into a long-term “space landlord.” With government backing and a large cash cushion, the big question is whether this project reaches launch and changes how the company makes money.

View narrative

US$385.2

91.1% undervalued

3.3k

Uber Technologies

Ivoed

Community Contributor

Uber’s Valuation Depends On Who Captures The Economics Of Driverless Rides

Uber is throwing off more cash than ever, but investors worry that driverless cars could shift the power — and profits — to the companies that own the vehicles and self-driving tech. The key question is whether Uber’s huge rider network keeps it in the middle of future driverless rides, or forces it to spend heavily just to stay relevant.

View narrative

US$116

32.1% undervalued

15.53%

Revenue growth p.a.

1.1k

Tempus AI

An Overlooked AI Play That’s Quietly Building a Healthcare Data Empire

Tempus AI is quietly turning genetic tests and clinical records into a healthcare data platform that drugmakers and hospitals can plug into, making the system more useful every time it’s used. With growth holding up, costs improving, and big-name funds taking notice, the bigger question is whether its debt and high expectations around AI could still trip it up.Read more

US$75.68

15.4% undervalued

QuanD's

Fair Value

Profit Margin

25%

Future PE

30x

Price in 2031

US$111.57

Salesforce

Salesforce's Market Dominance and AI Pivot Will Drive Earnings Re-acceleration

The Core: A Resilient, "Sticky" Legacy Base Salesforce remains the undisputed heavyweight of the CRM world, commanding a 21% market share , more than triple that of its nearest competitor, Microsoft (6%). This dominance creates a formidable moat: the high cost and operational risk of switching CRM providers makes Salesforce incredibly sticky within the Fortune 500.Read more

US$330.03

22.4% undervalued

TomW6's

Fair Value

Revenue

6.78% p.a.

Profit Margin

17.91%

Future PE

29x

Price in 2031

US$555.43

Intel

INTC VALUATION

Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.Read more

US$42.88

108.7% overvalued

julio's

Fair Value

Profit Margin

15%

Future PE

25x

Price in 2036

US$101.51

PDD Holdings

PDD Holdings aims for higher revenues with 8.15% growth rate

PDD Holdings combines a profitable domestic e-commerce platform with the international growth opportunity represented by Temu. The company has strong financial resources, with cash and short-term investments equivalent to approximately 50% of its market capitalisation.Read more

US$166.97

48.7% undervalued

LemonHunter's

Fair Value

Revenue

8.15% p.a.

Profit Margin

30%

Future PE

13x

Price in 2031

US$267.96

Capcom

Insert Coin to Continue: The Investment Case for Capcom

How the RE Engine, a Decade of Remakes, and Cultural Phenomenon Status Are Powering One of Gaming's Most Durable Growth Stories I. The Thesis: Why Capcom Stands Apart As someone who has spent the better part of three decades with a controller in hand, I've watched the gaming industry cycle through booms and busts, studio closures and mass layoffs, and the slow erosion of consumer trust at the hands of rushed releases and predatory monetization.Read more

JP¥4.3k

0.02% undervalued

martyw's

Fair Value

Revenue

11.1% p.a.

Profit Margin

32.78%

Future PE

20.48x

Price in 2031

JP¥5.98k

NVIDIA

Nvidia Isn’t Cisco. And It’s Still Cheap

I was wrong about NVIDIA as a previous shareholder. I totally missed the AI boom.Read more

US$359.22

39.4% undervalued

QuanD's

Fair Value

Revenue

28% p.a.

Profit Margin

50%

Future PE

27.24x

Price in 2031

US$613.03

BP Silver

BP Silver: 1,655 g/t Silver Hit + Phase 2 Underway, Is This $82M Market Cap the Next Bolivian Monster?

BP Silver Corp. TSXV: BPAG / OTCQB: BPSCF Introduction BP Silver Corp.Read more

CA$132.84

99.2% undervalued

RockeTeller's

Fair Value

Profit Margin

14.59%

Future PE

16.68x

Price in 2031

CA$193.44

Flex

From Circuit Boards to AI Power Grids: The Unstoppable Transformation of Flex

For decades, the market viewed Flex (NASDAQ: FLEX) as a commoditized, middleman assembler—a low-margin "contract manufacturer" that merely put together third-party components for volatile consumer electronics brands. If a customer squeezed prices or supply chains tightened, Flex took the hit.Read more