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MVST is heavily undervalued based on DCF analysis.
Microvast Holdings $MVST 🚀 Following the last earnings call, Microvast Holdings ($MVST) has not just held steady but has shown signs of robust momentum, indicating a compelling narrative for future growth and market dominance. Here are the facts that underlying my conviction: 1. Record Revenue and Profitability: - The company …
$KULR is massively overvalued because of a deceitful CEO. The DD no one asked for.
What is KULR's core business model exactly? Providing battery thermal safety solutions, licensing fan AI software that helps suppress vibrations? Selling safe cases for batteries? Or maybe it's the recently announced BTC treasury? Wrong! None of the above. KULR's money making strategy... is to milk YOU! The unsuspecting, highly regarded …
Buy Advanced Micro Devices ($AMD)
Do yourself a favor and buy the dip on Advanced Micro Devices ($AMD). This company presents tremendous growth opportunities and is undervalued at **$125**. **Position -** https://preview.redd.it/bmzyqr9m28be1.png?width=495&format=png&auto=webp&s=71bbcb017580cfd035cf62b63b60e072b1430610 **Q3 2024 Highlights** * Revenue of $6.8 billion. 18% increase YoY. * Gross profit of $3.4 billion. 24% increase YoY. * Operating income …
RGTI management sold at $2 giving us the shortest short thesis you will ever read
Management diluted at $2 in late November. The market did not care, and pumped it to $20 for no reason other than mass mania/hysteria. Management will most likely dilute again, but not much above $2, unless it does an at-the-money death spiral offering which will cause the funding institution to …
Sable Offshore Corp upcoming catalyst and value play $SOC
There's a pretty good trade going on over at the value investing sub and would like to share another user's DD. It stems on Oil and Gas company re opening an existing site. this is a good one for a few reasons but go ahead and take a look below. …
SolarEdge DD - My bet on SEDG
**Overview:** SolarEdge is a photovoltaic (*PV*) *i*nverter and solar energy company. The company has seen a meteoric rise and subsequent downfall within the past 5 years. https://preview.redd.it/0gnxj53xakae1.png?width=682&format=png&auto=webp&s=42ce8c04973f28b7cce3b38430cc903a75ef5e7e **To summarize the events leading up to this:** A growing market demand for PV inverter systems, together with a growing market share of …
ZETA DD & Great Buying Opportunity
TLDR: This company was the victim of a short report in Nov that tanked it from it's ATH of around $40. It is currently trading for half that. Most companies rebound within 6 months to their previous levels from a short report. They did a remarkable job of proving the …
NVDA
Jensen Huang, that fucking genius, has turned NVIDIA into the goddamn stock you need to bet your fucking life savings on for the next hundred fucking years. This motherfucker has the vision of a goddamn prophet, dragging NVIDIA from just making sweet-ass gaming GPUs to dominating AI, data centers, and …
The current U.S. stock market valuation has reached 2000 and 2021 levels. Will this time be different?
Three different U.S. stock market valuation models (the Buffett Indicator, CAPE ratio, and Mean Reversion Model - three different ways of objectively looking at the overall valuation of the current market) are flashing extreme overvaluation warning signs that were both last seen in 2000 and 2021. Both 2000 and 2021 …
"New" Volkswagen Leaks
Alright degenerates, strap in because this is why Volkswagen might just be the juiciest short of 2025. Spoiler alert: this makes Dieselgate look like a warmup. My Position: Just opened a -0,4 Delta 80€ put on Volkswagen (Vz.) for 5000 € expiring 19th June 26. The Chaos Computer Club just …