- User Profile
- Watchlists
- 🇺🇸 US Stocks
🇺🇸 US Stocks
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRCL Circle Internet Group US$66.67n/aintrinsic discount 6.5%7D -49.4%3M The author hasn't set a fair value for CRCL | ||||||
SPOT Spotify Technology US$488.14n/aintrinsic discount -2.4%7D 16.4%3M The author hasn't set a fair value for SPOT | ||||||
NET Cloudflare US$300.2719.2% overvalued intrinsic discount 7.6%7D 55.2%3M | ||||||
RIVN Rivian Automotive US$16.00n/aintrinsic discount 5.1%7D 13.6%3M The author hasn't set a fair value for RIVN | ||||||
TSLA Tesla US$328.5821.9% undervalued intrinsic discount 5.6%7D -23.3%3M | ||||||
DLB Dolby Laboratories US$61.77n/aintrinsic discount 5.0%7D 7.3%3M The author hasn't set a fair value for DLB | ||||||
PYPL PayPal Holdings US$59.0712.7% overvalued intrinsic discount 3.3%7D 31.1%3M | ||||||
RBLX Roblox US$37.7942.6% undervalued intrinsic discount 6.2%7D -8.5%3M | ||||||
POET POET Technologies US$8.91n/aintrinsic discount 27.5%7D -18.6%3M The author hasn't set a fair value for POET | ||||||
PEP PepsiCo US$139.0219.5% overvalued intrinsic discount -0.4%7D -7.0%3M | ||||||
CSCO Cisco Systems US$121.43n/aintrinsic discount 4.7%7D 23.0%3M The author hasn't set a fair value for CSCO | ||||||
AVNW Aviat Networks US$21.1228.6% undervalued intrinsic discount 3.1%7D 33.2%3M | ||||||
XYZ Block US$79.0015.3% undervalued intrinsic discount -2.8%7D 8.0%3M | ||||||
GOOGL Alphabet US$354.3017.2% undervalued intrinsic discount -0.5%7D -8.8%3M | ||||||
DDOG Datadog US$233.933.6% overvalued intrinsic discount -12.7%7D 16.9%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRCL Circle Internet Group 6.5%7D -49.4%3M | US$66.67 n/aintrinsic discount | The author hasn't set a fair value for CRCL | PE 37.5x | E 17.0% | US$107.46 | |
SPOT Spotify Technology -2.4%7D 16.4%3M | US$488.14 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 26x | E 10.6% | US$606.82 | |
NET Cloudflare 7.6%7D 55.2%3M | US$300.27 19.2% overvalued intrinsic discount | PS 42.6x | E 48.0% | US$327.42 | ||
RIVN Rivian Automotive 5.1%7D 13.6%3M | US$16.00 n/aintrinsic discount | The author hasn't set a fair value for RIVN | PS 3.9x | E 24.9% | US$19.23 | |
NVDA NVIDIA 11.6%7D 2.1%3M | US$223.96 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 34x | E 22.8% | US$302.83 | |
NFLX Netflix 3.4%7D -13.2%3M | US$74.14 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 22.6x | E 11.4% | US$94.04 | |
TSLA Tesla 5.6%7D -23.3%3M | US$328.58 21.9% undervalued intrinsic discount | PS 12.5x | E 34.4% | US$396.62 | ||
MTLS Materialise 7.9%7D 25.2%3M | US$6.85 n/aintrinsic discount | The author hasn't set a fair value for MTLS | PE 34.3x | E 27.5% | US$8.23 | |
DLB Dolby Laboratories 5.0%7D 7.3%3M | US$61.77 n/aintrinsic discount | The author hasn't set a fair value for DLB | PE 25.6x | E 17.1% | US$79.00 | |
PYPL PayPal Holdings 3.3%7D 31.1%3M | US$59.07 12.7% overvalued intrinsic discount | PE 10.3x | E -0.5% | US$58.83 | ||
RBLX Roblox 6.2%7D -8.5%3M | US$37.79 42.6% undervalued intrinsic discount | PS 4.7x | E 26.6% | US$51.03 | ||
POET POET Technologies 27.5%7D -18.6%3M | US$8.91 n/aintrinsic discount | The author hasn't set a fair value for POET | PB 3.4x | E 47.6% | US$17.50 | |
AAPL Apple 1.4%7D 7.1%3M | US$313.33 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 35.5x | E 7.5% | US$322.82 | |
PEP PepsiCo -0.4%7D -7.0%3M | US$139.02 19.5% overvalued intrinsic discount | PE 18.2x | E 5.1% | US$155.00 | ||
CSCO Cisco Systems 4.7%7D 23.0%3M | US$121.43 n/aintrinsic discount | The author hasn't set a fair value for CSCO | PE 40x | E 14.1% | US$132.59 | |
AVNW Aviat Networks 3.1%7D 33.2%3M | US$21.12 28.6% undervalued intrinsic discount | PE 30.3x | E 55.5% | US$31.63 | ||
IREN IREN 12.0%7D -25.2%3M | US$41.23 n/aintrinsic discount | The author hasn't set a fair value for IREN | PE 93.2x | E 40.2% | US$81.73 | |
XYZ Block -2.8%7D 8.0%3M | US$79.00 15.3% undervalued intrinsic discount | PE 132.9x | E 45.8% | US$96.63 | ||
GOOGL Alphabet -0.5%7D -8.8%3M | US$354.30 17.2% undervalued intrinsic discount | PE 17.7x | E -0.8% | US$428.04 | ||
DDOG Datadog -12.7%7D 16.9%3M | US$233.93 3.6% overvalued intrinsic discount | PS 21.2x | E 34.4% | US$281.05 |