I calculate fair value by projecting 5-yr Unlevered FCF and discounting it via WACC, adding a terminal value for long-term growth. I adjust for net cash and shares to find the intrinsic floor.
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VEON Ltd. (VEON): The Frontier "Digital Operator" and the 84% Hypergrowth Inflection
VEON Ltd. (VEON) has officially shed its legacy telecom skin, closing the March 13, 2026, session at $50.60 USD.Read more
Salesforce (CRM): The "Agentic Work Unit" Revolution and the $50 Billion Capital Pivot
Salesforce (CRM) has officially successfully completed its transition from a "SaaS seat-counter" into a consumption-based "Agentic AI" platform, closing the March 13, 2026, session at $192.63 USD. While the stock saw a 3.3% decline in today's session amidst a broader software sector "sanity check," the underlying fundamentals from the February 25 Q4 blowout remain the primary growth driver.Read more
NVIDIA (NVDA): The "Agentic AI" Pivot and the $2 Billion Sovereign Cloud Alliance
NVIDIA (NVDA) has officially shifted the global AI conversation from "training hardware" to "agentic infrastructure," closing the March 13, 2026, session at $180.25 USD. While the stock has seen minor volatility since its blowout February 25 earnings report—where it posted record Q4 revenue of $68.1 billion (up 73% YoY)—the focus has now moved to the upcoming GTC 2026 conference starting Monday.Read more
MDxHealth (MDXH): Liquid Biopsy Hypergrowth and the Strategic Path to 10% EBITDA Margins
MDxHealth (MDXH) has transitioned from a high-burn diagnostic upstart into a scalable commercial powerhouse, ending the March 12, 2026, session at $3.25 USD. While the recent Q4 earnings report on February 26 showed a net loss that widened to $8.9 million (up from $6.8 million), the revenue growth remains exceptional, hitting $107.9 million for the full year 2025.Read more
Adobe (ADBE): Record Q1 AI-Revenue and the End of the Shantanu Narayen Era
Adobe (ADBE) delivered a massive double-beat for its fiscal Q1 2026 earnings reported on March 12, yet the stock slid 6.4% in post-market trading to approximately $252.50 USD. The headline numbers were undeniably strong: record revenue of $6.40 billion (up 12% YoY) and adjusted EPS of $6.06 , crushing the $5.87 analyst consensus.Read more
GE Vernova (GEV): Data Center Electrification and "Angstrom-Scale" Grid Demand Fuel a Powerhouse Outlook
GE Vernova has officially transitioned from a promising spin-off into the primary industrial backbone of the global AI energy build-out. Trading at $847.18 at the March 11, 2026, close, the stock has been on a tear, gaining ~1% today following a massive "double upgrade" from Rothschild & Co. The analyst firm flipped GEV from a "Sell" to a "Buy" with a street-high price target of $1,100 , citing the "explosive growth" in AI-related power demand.Read more
Taiwan Semiconductor Manufacturing Co. (TSM): AI Giga-Cycle Drives Record Revenue and the Arrival of the "Angstrom Era"
Taiwan Semiconductor remains the undisputed king of the semiconductor world, serving as the sole forge for the most advanced AI chips on the planet. Trading at $354.65 on the NYSE as of the March 11, 2026, market close, the stock climbed 2.18% today following a series of bullish analyst upgrades and a massive sales report.Read more
The Campbell’s Company (CPB): Guidance Slashed as Snacks Weakness and Winter Storms Create a Perfect Storm
The Campbell's Company is currently facing one of its most challenging periods in recent years, as evidenced by a significant sell-off following today’s Q2 fiscal 2026 earnings release on March 11, 2026. Trading at $22.92 at the close, the stock plunged 7.15% in a single session, hitting a new 52-week low.Read more
Vicor Corporation (VICR): Powering the AI Infrastructure Wave as Volatility Tests the "Bull" Thesis
Vicor Corporation has evolved from a specialized power-component manufacturer into a high-conviction "AI Infrastructure" play, a status that has driven extreme volatility in its stock over the last month. Trading at $178.83 at the close of today’s session, March 11, 2026, the stock gained 1.72% following a period of intense turbulence.Read more