Report

SPCXSpaceX

The largest IPO ever priced a company nobody can value (Non letto)

17 set 2026, 20 pagine

Hold143 USDChiusura 148,62 USD-2,33%-4% al fair value

NKENIKE, Inc.

A first-rank brand at half price (Non letto)

7 set 2026, 19 pagine

Buy50 USDChiusura 37,14 USD+5,21%+35% al fair value

TSLATesla, Inc.

A record quarter, and a trillion-dollar question (Non letto)

7 set 2026, 20 pagine

Sell268 USDChiusura 362,44 USD-1,29%-26% al fair value

VSTVistra Corp.

Everything the bull case asked for arrived, and the stock fell a third (Non letto)

7 set 2026, 20 pagine

Buy182 USDChiusura 154,17 USD+1,57%+18% al fair value

NVDANVIDIA Corporation

The largest company in the world, still accelerating (Non letto)

1 set 2026, 20 pagine

Buy279 USDChiusura 217,23 USD-1,84%+28% al fair value

CBRSCerebras Systems

The largest chip in the world, and what the market is paying for it (Non letto)

30 ago 2026, 20 pagine

Hold166 USDChiusura 142,17 USD+0,49%+17% al fair value

MUMicron Technology

The market is pricing a permanent halving of earnings (Non letto)

30 ago 2026, 27 pagine

Buy1140 USDChiusura 931,24 USD+1,87%+22% al fair value

NVONovo Nordisk

Everything depends on a date in January (Non letto)

30 ago 2026, 21 pagine

Hold51 USDChiusura 39,22 USD+2,89%+30% al fair value

UCGUniCredit

What a fully priced bank looks like (Non letto)

30 ago 2026, 22 pagine

Hold87 €Al report 84,75 €+3% al fair value

VRTVertiv Holdings

The picks and shovels of AI, one layer below the optics (Non letto)

30 ago 2026, 20 pagine

Hold247 USDChiusura 214,75 USD-3,63%+15% al fair value