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TARG
Is SAP undervalued?
I recently valued SAP using a 10-year DCF. SAP traded at around $155 when I completed the valuation and my base-case DCF gives an intrinsic value of roughly $260 per ADR, implying a 40.4% margin of safety (my cut-off for …
Target$260.00
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POST
Pre-Market Gainers and Losers for Today (June 29, 2026) 📈 📉
Here are today's top pre-market performers showing the biggest moves before regular trading hours. ## 📈 Pre-Market Gainers: | Symbol | Company | Pre-Market | Regular Hours | Change | %Change | |:-------|:--------|:----------:|:-------------:|:------:|:-------:| | [BE](https://marketrodeo.com/asset/BE) | Bloom Energy Corporation | …
POST
Bachem Holding AG ($BANB) a Swiss Biotech comp for a pick-and-shovel GLP-1 play
For a quick refresher, GLP-1s are gut-hormone mimics that regulate blood sugar and signal metabolic fullness to the brain. They are used to treat Diabetes type 2 and obesity. GLP-1 is the active peptide engine behind massive drugs like Ozempic …
POST
POST
Comcast To Split NBCUniversal & Sky Media From Technology Business; The Bull Catalyst the Sleeping Giant Has Been Waiting For
I've been DCAing into CMCSA stock for a couple months and haven't seen any signs of a significant growth catalyst until this morning. The company announced it was spinning off the media related components of the company including Peacock and …
POST
BB QNX Securing Physical AI
People underestimate Blackberry's QNX operating system as a secure RTOS (Real-Time Operating System) based on a deterministic microkernel architecture. The stock's potential is beginning to be realized. There was a slow wind-up with the drop in car sales. But now …
POST
From Crypto early 10s, to Ai in early 20s, now
I was a Crypto boy in early 2015-2016, and caught it quite well .. The run before it became a total s-show of rug devs and pump-funs was amazing. Became quite wealthy.. lost it all unfortunately.. My friends in the …
BUY
My AI infra + memory watchlist: NBIS, CRWV, IREN, KEEL, MU, and Sandisk — what’s your valuation take?
I’ve been following a few names in the AI infrastructure and memory space, and I’m trying to separate real value from pure momentum. My current watchlist is NBIS, CoreWeave, IREN, KEEL, Micron, and Sandisk. What I’m seeing: • NBIS looks …
SELL
I'm all in in altcoins and shorted everything AI related.
I’m long crypto , specifically altcoins, and shorted everything AI related with all my savings (20k). Not because I think AI is fake. AI is obviously real. But the trade feels crowded, expensive, and almost universally loved. Everyone already knows …