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Weekly Picks: Bull and Bear cases for NVDA, plus KAR's low-cost advantage
Michael Paige
Reviewed by Bailey Pemberton
Welcome to Weekly Picks, where each week our analysts hand pick the best community Narratives ( what is a Narrative? ).
Two of our picks this week are covering Nvidia , one argues the bullish case, and the other takes the bearish point of view. Our third pick covers Karoon energy and all the positive catalysts that the market seems to be missing.
What's next?
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🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
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🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
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✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .
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✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!
Valuation is complex, but we're here to simplify it.
Discover if NVIDIA might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Michael Paige
Michael is the Content Lead at Simply Wall St. With over 9 years of experience analysing and researching companies, Michael contributes to the creation of our analytical content and has done so as an equity analyst since 2020. He previously worked as an Associate Adviser at Ord Minnett, helping build and manage clients' portfolios, and has been investing personally since 2015.
About NasdaqGS:NVDA
NVIDIA
A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Exceptional growth potential with flawless balance sheet.
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Trending Discussion
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StevenM on Excellon Resources ·
Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.
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