◆ Muffett Investments
Stock Research
Independent investment research. The opportunity, the evidence and what could prove us wrong.
Reports Published
66
Last updated 7 Sep 2026
Sector All 66 Consumer Staples 1 Consumer Retail 1 Healthcare 5 Materials 5 Technology 12 Real Estate 1 Energy 2
66< Research Reports
Analog Semiconductors · 300mm Wafer Moat, Capex Crest & Free Cash Flow Inflection
Texas Instruments (TXN)
TXN NASDAQ · ~B
Analysis7 Sep 2026
Price at analysis~.44
Q2 2026 Revenue
.46B (+23% YoY)
FCF Inflection
.5B TTM → .0B Target
300mm Unit Moat
~40% Cost Advantage · Sherman SM1
★★★★★
ACCUMULATE — Enter –
Read Analysis →
Technology · Identity & Enterprise Access Management
Okta, Inc.
OKTA NASDAQ · US$29.8B
AnalysisSeptember 2026
Price at analysisUS$169.50
Subscription Rev
$2.9B (+12%)
RPO Commitments
$4.8B (+15%)
Free Cash Flow
30% Margin
★★★★☆
Attractive
Read Analysis →
Technology · Data Cloud & Enterprise AI Substrate
Snowflake, Inc.
SNOW NYSE · US$43.2B
AnalysisSeptember 2026
Price at analysisUS$128.50
Product Rev
$3.8B (+30%)
RPO Commitments
$6.9B (+33%)
Free Cash Flow
27% Margin
★★★★★
Attractive
Read Analysis →
Semiconductors · Custom Cloud AI ASICs, 800G/1.6T Electro-Optics & Interconnects
Marvell Technology, Inc. (MRVL)
MRVL NASDAQ · ~$196B
Analysis5 Sep 2026
Price at analysis~$223.55
Q2 FY27 Revenue
$2.74B (+37% YoY)
Data Center Mix
79% ($2.17B, +46% YoY)
FY2028 Target
~$18.0B (~50% YoY)
★★★★★
Buy on Weakness — Enter $205–$215
Read Analysis →
AI Infrastructure · 8.7 GW Energy Pipeline, Coatue Sponsorship & Liquid-Cooled AI Data Centers
Hut 8 Corp. (HUT)
HUT NASDAQ · ~$11.5B
Analysis5 Sep 2026
Price at analysis~$87.75
Energy Pipeline
8,660 MW (8.7 GW)
Q2 Revenue Growth
$74.9M (+81% YoY)
Contract Pipeline
$26.6B Base-Term Value
★★★★★
CONVICTION BUY — Enter $80–$90
Read Analysis →
AI Infrastructure · 5.0+ GW Renewable Power Pipeline, AI Cloud & Liquid-Cooled Blackwell Data Centers
IREN Limited (IREN)
IREN NASDAQ · ~$15.2B
Analysis5 Sep 2026
Price at analysis~$41.43
FY2026 Revenue
$707.0M (+140% 2Y CAGR)
AI Cloud Inflection
51% of Q4 Rev ($70.5M)
Power Pipeline
5.0+ GW Secured Capacity
★★★★★
CONVICTION BUY — Enter $38–$44
Read Analysis →
AI Infrastructure · 800G/1.6T Optical Transceivers, Indium Phosphide Lasers & Sherman Fab
Coherent Corp. (COHR)
COHR NYSE · ~$46.5B
Analysis5 Sep 2026
Price at analysis~$281.86
Q4 FY2026 Revenue
$2.05B (+33.8% YoY)
Datacom Growth
+59% YoY ($1.62B / 79% Rev)
InP Wafer Moat
6-Inch Fab · $50M CHIPS Act
★★★★★
CONVICTION BUY — Enter $260–$285
Read Analysis →
Pharmaceuticals · Precision Oncology, Diagnostics, Vabysmo & Carmot Obesity
Roche Holding AG (ROG)
ROG SIX SWISS · ~CHF 288B ($338B)
Analysis4 Sep 2026
Price at analysis~CHF 356.50
H1 2026 Core EPS
CHF 10.85 (+9% CER)
Dividend Track Record
37 Years · 3.1% Yield
CT-388 Obesity Phase 2
22.5% Weight Loss
★★★★★
CONVICTION BUY — Enter CHF 335–355
Read Analysis →
Semiconductors · AI Connectivity, Scorpio Fabric Switches & PCIe Retimers
Astera Labs, Inc. (ALAB)
ALAB NASDAQ · ~$49.2B
Analysis4 Sep 2026
Price at analysis~$282.00
Q2 2026 Revenue
$392.4M (+104% YoY)
Gross Margin %
73.7% (Software-Grade)
Q3 Revenue Guidance
$550.0M (~40% QoQ)
★★★★★
Buy on Weakness — Enter $245–$270
Read Analysis →
Semiconductor Equipment · Wafer-Level Burn-In (WLBI), AI Photonics & SiC
Aehr Test Systems (AEHR)
AEHR NASDAQ · ~$2.58B
Analysis4 Sep 2026
Price at analysis~$75.50
FY2027E Guidance
$130M–$150M (+160–200%)
Record Backlog
>$100 Million
Balance Sheet Debt
$0 (Debt-Free, $97M Cash)
★★★★★
SPECULATIVE BUY — Enter $68–$76
Read Analysis →
Networking Systems · AI Data Center Interconnect (DCI) & WaveLogic 6 Coherent Optics
Ciena Corporation (CIEN)
CIEN NYSE · ~$50.9B
Analysis3 Sep 2026
Price at analysis~$362.50
Q3 Adjusted EPS
$2.11 (+215% YoY)
Cloud Revenue Mix
53% (+82% YoY)
Contract Backlog
$7.7 Billion (Record)
★★★★★
Buy on Weakness — Enter $320–$345
Read Analysis →
Semiconductors · AI Accelerators, EPYC Server CPUs & Helios Rack Systems
Advanced Micro Devices, Inc. (AMD)
AMD NASDAQ · ~$755B
Analysis3 Sep 2026
Price at analysis~$460.00
Q2 2026 Revenue
$11.5B (+50% YoY)
Data Center Mix
58% ($6.7B, +115% YoY)
Balance Sheet Cash
$13.1B ($5.1B Net Cash)
★★★★★
Buy on Weakness — Enter $410–$440
Read Analysis →
Enterprise Artificial Intelligence · Sovereign Operating Systems & Defense Prime
Palantir Technologies Inc. (PLTR)
PLTR NYSE · ~$405B
Analysis3 Sep 2026
Price at analysis~$175.00
Q2 2026 Revenue
$1.935B (+93% YoY)
Rule of 40 Score
155% (World Record)
U.S. Commercial Growth
+149% YoY ($764M)
★★★★★
Buy on Weakness — Enter $145–$160
Read Analysis →
Optical Communications · AI Data Center Transceivers & InP Lasers
Lumentum Holdings Inc. (LITE)
LITE NASDAQ · ~$55.6B
Analysis3 Sep 2026
Price at analysis~$895.00
Q4 FY2026 Revenue
$1.01B (+109.3% YoY)
Global EML Mkt Share
50–60% (Monopoly Moat)
Q1 FY2027 EPS Guide
$4.05–$4.35 (Run-Rate ~$17+)
★★★★★
Buy on Weakness — Enter $780–$840
Read Analysis →
Aerospace & Space Systems · Commercial Launch & Defense Constellations
Rocket Lab USA, Inc. (RKLB)
RKLB NASDAQ · ~$41.2B
Analysis2 Sep 2026
Price at analysis~$61.50
Q2 2026 Revenue
$234.0M (+62% YoY)
Contract Backlog
$2.36 Billion (Record)
Cash Fortress
$2.13B Cash ($2.3B Liq.)
★★★★★
Buy on Weakness — Enter $45–$52
Read Analysis →
Semiconductor Equipment · Atomic Layer Deposition (ALD) & GAA 2nm Infrastructure
ASM International N.V. (ASMI)
ASM Euronext · ~€41B
Analysis2 Sep 2026
Price at analysis~€825–830
Q2 2026 Revenue
€1,003M (Record)
Single-Wafer ALD Share
>55% (Near-Monopoly)
Balance Sheet Cash
~€1.0B Net Cash (Zero Debt)
★★★★★
Buy on Weakness — Enter €680–740
Read Analysis →
Power Semiconductors · Automotive (#1 Global) & AI Data Centre Infrastructure
Infineon Technologies AG
IFX XETRA / DAX · ~€47B
Analysis2 Sep 2026
Price at analysis~€34–38
AI DC Power Revenue
€1.6B → €2.5B (FY2026–27)
FY2027E EPS Growth
~€2.80 (+61% YoY)
Forward P/E (FY2026E)
~19–20x (Undervalued)
★★★★★
BUY — Best-Value EU AI Semiconductor
Read Analysis →
Semiconductor Equipment · Hybrid Bonding & Advanced AI Chip Packaging
BE Semiconductor Industries (BESI)
BESI Euronext · ~€9.5–10B
Analysis2 Sep 2026
Price at analysis~€230–240
Q2 2026 Revenue
€249.9M (+68.7% YoY)
Hybrid Bonding Customers
21 Qualified (+40% in 6m)
Forward P/E (FY2026E)
~45–55x (Premium)
★★★★★
Buy on Weakness — Enter €150–180
Read Analysis →
Semiconductor Equipment · Vacuum Valve Technology & AI WFE Infrastructure
VAT Group AG
VACN SIX · CHF 22B
Analysis2 Sep 2026
Price at analysisCHF 601.20
H1 2026 Order Intake
CHF 856M (+75% YoY)
Vacuum Valve Mkt Share
~70% (Near-Monopoly)
Forward P/E (FY2026E)
~57x (Premium)
★★★★★
Buy on Weakness — Enter CHF 430–480
Read Analysis →
Semiconductor Equipment · MOCVD · GaN & SiC Compound Semiconductors
Aixtron SE
AIXA XETRA · €3.3B
Analysis2 Sep 2026
Price at analysis€35.01
FY2026 Revenue (Guided)
€560M ±30M (+70% YoY)
MOCVD Market Share
~71% Global / ~90% GaN
Q2 2026 Order Intake
+81% YoY (AI Optoel.)
★★★☆☆
Speculative Buy — Enter €25–30
Read Analysis →
Industrials · Electronic Connectors & AI Data Centre Infrastructure
Amphenol Corporation
APH NYSE · US$190–200B
Analysis1 Sep 2026
Price at analysisUS$157.74 (pre-split)
FY2026 EPS (Consensus)
~$5.25 (+40% YoY)
Forward P/E
26–30x (33% Premium)
IT Datacom Growth Q2
+63% Organic (AI)
★★★★★
Conditional Buy — Buy Below $130
Read Analysis →
Technology · Edge AI Compute & Connectivity Cloud
Cloudflare Inc.
NET NYSE · US$101B
Analysis1 Sep 2026
Price at analysisUS$286.99
FY2026 Rev.
$2.87B (+34%)
Forward EV/Sales
35x (Premium)
Liquidity
$3.2B Cash Fortress
★★★★★
Watch
Read Analysis →
Technology · Vertical Market Software & Compounders
Roper Technologies Inc.
ROP NASDAQ · US$40.9B
Analysis1 Sep 2026
Price at analysisUS$413.37
FY2026 DEPS
$22.22 (+11%)
Forward P/E
18.6x (35% Discount)
FCF Conversion
>100%
★★★★★
Buy
Read Analysis →
Energy Management · AI Data Center & India Infrastructure
Schneider Electric SE
SU.PA EURONEXT · US$190B
Analysis1 Sep 2026
Price at analysis€294.30
FY2026 Rev.
€42.5B (+14% Org)
Forward P/E
24.9x (Discount)
Net Debt/EBITDA
1.8x (A/A3)
★★★★★
Buy
Read Analysis →
Energy · Global Oil Sands & Low-Cost E&P
Canadian Natural Resources
CNQ NYSE / TSX · US$104.5B
Analysis1 Sep 2026
Price at analysisUS$48.99
Q2 Production
1.68M BOE/d
Dividend Yield
5.1% (26-Yr)
FCF Payout Target
100% at C$10B Debt
★★★★★
Buy
Read Analysis →
Technology · Semiconductor EDA & Multiphysics IP
Synopsys Inc.
SNPS NASDAQ · US$82.5B
Analysis1 Sep 2026
Price at analysisUS$439.59
FY2026 Rev.
$9.72B (+58%)
Forward P/E
29.1x (Discount)
Ansys Rev Q3
$711M
★★★★★
Buy
Read Analysis →
Semiconductors · Custom AI Silicon & Enterprise Cloud Software
Broadcom Inc.
AVGO NASDAQ · US$1.76T
Analysis1 Sep 2026
Price at analysisUS$370.34
AI Rev. FY2026
$56B (+180%)
AI Backlog
$73B (18-mo)
FCF Margin (Q2)
46%
★★★★★
Watch
Read Analysis →
Technology · Industrial AI Infrastructure & Heavy Steel
Steel Dynamics
STLD NASDAQ · US$33.5B
Analysis1 Sep 2026
Price at analysisUS$234.50
FY2026 Rev.
$23.5B (+29%)
Net Debt/EBITDA
1.1x
Joist Backlog
AI Data Center Heavy
★★★★★
Buy
Read Analysis →
Technology · Cybersecurity & Zero Trust
Zscaler Inc.
ZS NASDAQ · US$29.8B
Analysis31 Aug 2026
Price at analysisUS$184.23
ARR Growth
+25% YoY
Op. Margin
23% Record
Net Cash
~$1.8B
★★★★★
Buy on Dip
Read Analysis →
Technology · Cloud Infrastructure & AI
Oracle Corporation
ORCL NYSE · US$415.0B
Analysis31 Aug 2026
Price at analysisUS$150.85
OCI Growth
+93% Q4
Backlog (RPO)
$638B
Credit Profile
BBB- (Watch)
★ ★ ★ ★ ★
Watch
Read Analysis →
Financial Technology · Digital Wealth
Robinhood Markets, Inc.
HOOD NASDAQ · US$94.0B
Analysis31 Aug 2026
Price at analysisUS$104.20
Q2 Revenue
$1.31B (+32%)
Gold Subs
4.8M Record
Net Income
$573M (+48%)
★ ★ ★ ★ ★
Attractive
Read Analysis →
Healthcare · Biopharmaceuticals
Madrigal Pharmaceuticals, Inc.
MDGL NASDAQ · US$12.3B
Analysis31 Aug 2026
Price at analysisUS$525.00
Rezdiffra Sales
$364M Q2
Active Patients
50,000+
Moat Anchor
FDA MASH Pioneer
★ ★ ★ ★ ★
Attractive
Read Analysis →
Defense & Security · Critical Infrastructure
Parsons Corporation
PSN NYSE · US$5.2B
Analysis30 Aug 2026
Price at analysisUS$48.50
Revenue (FY25)
$6.36B
Core Anchors
Defense & Cyber
Backlog Catalyst
$9B+ Contract
★ ★ ★ ★ ★
Constructive
Read Analysis →
Materials · Copper & Gold Mining
Freeport-McMoRan Inc.
FCX NYSE · US$72.5B
Analysis9 Aug 2026
Price at analysisUS$50.40
Copper Sales
4.1B lbs
Core Anchor
Grasberg Underground
Leach Catalyst
+800M lbs Cu
★ ★ ★ ★ ★
Attractive
Read Analysis →
Technology · Autonomous Systems & Defense
Kongsberg Gruppen ASA
KOG OB · NOK 165B
Analysis30 Aug 2026
Price at analysisNOK 313.00
Record Backlog
NOK 157.5B (+35%)
Q2 Rev Growth
+31.3% YoY
Balance Sheet
Net Cash (A-)
★★★★★
Watch (Add on Weakness)
Read Analysis →
Technology · Defense, Hypersonics & Space
Karman Holdings Inc.
KRMN NYSE · US$4.80B
Analysis29 Aug 2026
Price at analysisUS$46.40
Record Backlog
$1.3B (+65%)
Gross Margin
43.0% Q2
52-Wk Drawdown
-60% Off High
★★★★★
Watch (Add Below $35)
Read Analysis →
Technology · Subsea Defense & Robotics
Kraken Robotics Inc.
PNG TSXV · C$1.45B
Analysis30 Aug 2026
Price at analysisC$5.45
2026 Rev Guide
$305M (+198%)
YTD Order Intake
~$355M Record
Analyst Target
C$9.67 (+77%)
★★★★★
Attractive
Read Analysis →
Technology · Aerospace & Defense Tech
Howmet Aerospace Inc.
HWM NYSE · US$106.5B
Analysis29 Aug 2026
Price at analysisUS$268.00
2026 Rev Growth
$10.1B (+21%)
EBITDA Margin
32.1% Record
5-Yr EPS CAGR
18.5% CAGR
★★★★★
Attractive
Read Analysis →
Technology · AI Advanced Packaging & OSAT
Amkor Technology Inc.
AMKR NASDAQ · US$11.8B
Analysis29 Aug 2026
Price at analysisUS$47.88
Q2 Revenue
$1.90B (+25.6%)
US Capex Moat
$7.0B Arizona
52-Wk Drawdown
-50.5% Off High
★★★★★
Buy (on Pullback)
Read Analysis →
Utilities · Power Infrastructure & Grid Buildout
Constellation Energy vs American Electric Power
CEG vs AEP NASDAQ · Sector Comparison
Analysis29 Aug 2026
Prices at analysis$277.10 / $122.49
EPS Growth CAGR
>20% vs 7-9%
Net Debt / EBITDA
2.6x vs 5.7x
5-Yr FCF Profile
Self-Funding
★★★★★
Attractive
Read Analysis →
Technology · AI Memory & Semiconductors
Micron Technology Inc.
MU NASDAQ · US$1,040B
Analysis28 Aug 2026
Price at analysisUS$935.00
FQ3 Revenue
$41.46B (+346%)
Gross Margin
84.9% Record
SCA Backlog
$100B / 2030
★★★★★
Attractive
Read Analysis →
Technology · AI Platformisation & Enterprise CRM
SALESFORCE UPDATE
CRM NYSE · US$198.5B
Analysis26 Aug 2026
Price at analysisUS$207.11
Q2 Consensus
$11.32B (+11%)
Agentforce ARR
$1.2B (+205%)
Forward P/E
14.7x (5-Yr Low)
★★★★★
Attractive
Read Analysis →
Energy · Integrated Oil & Gas
cenovus update- crack spreads
CVE NYSE / TSX · US$56.3B
Analysis26 Aug 2026
Price at analysisUS$30.19
Chicago 3-2-1
$46.54 (+165%)
AFF Sensitivity
C$110M / $1
Downstream Op
C$953M Q2
★★★★★
Attractive
Read Analysis →
Healthcare · Biopharmaceuticals & Obesity Pipeline
Amgen Inc.
AMGN NASDAQ · US$229.92B
Analysis20 Aug 2026
Price at analysisUS$425.28
Q2 Revenue
$10.1B (+10%)
Forward P/E
18.2x Valuation
MariTide Pipeline
Monthly Obesity
★★★★★
Buy (on Pullback)
Read Analysis →
Healthcare · HIV Franchise & CAR-T Oncology
Gilead Sciences Inc.
GILD NASDAQ · US$179.95B
Analysis20 Aug 2026
Price at analysisUS$145.13
Q2 Revenue
$7.80B (+10%)
Forward P/E
16.2x Valuation
Dividend Yield
2.26% Yield
★★★★★
Attractive
Read Analysis →
Technology · Precision Motion & Missile Actuation
Moog Inc.
MOG.A NYSE · US$13.83B
Analysis18 Aug 2026
Price at analysisUS$436.78
Q3 Sales
$1.117B (+15%)
12-Mo Backlog
$3.3B (+23%)
Valuation
38.3x Fwd P/E
★★★★★
Attractive
Read Analysis →
Technology · Uranium Enrichment & Nuclear Fuel
Centrus Energy Corp.
LEU NYSE · US$3.70B
Analysis17 Aug 2026
Price at analysisUS$185.19
Order Backlog
$4.5B Backlog
US Strategic Position
HALEU Monopoly
Sector Pullback
-60% Off Highs
★★★★★
Speculative Buy
Read Analysis →
Technology · Defense Tech & Hypersonics
Kratos Defense & Security
KTOS NASDAQ · US$12.11B
Analysis17 Aug 2026
Price at analysisUS$64.51
TTM Revenue
$1.52B (+25.5%)
52-Wk Drawdown
-52% Off Highs
Analyst Target
$105.62 Target
★★★★★
Attractive
Read Analysis →
Technology · Defense Tech & Autonomous Drones
AeroVironment Inc.
AVAV NASDAQ · US$9.76B
Analysis16 Aug 2026
Price at analysisUS$192.52
FY26 Revenue
$1.98B (+141%)
Funded Backlog
$1.2B Backlog
52-Wk Drawdown
-54% Off Highs
★★★★★
Speculative Buy
Read Analysis →
Technology · Nuclear Industrial & Defense
BWX Technologies Inc.
BWXT NYSE · US$16.45B
Analysis15 Aug 2026
Price at analysisUS$172.56
Order Backlog
$8.4B (+40%)
Q2 Revenue
$901.6M (+14%)
Commercial Rev
+72% YoY Growth
★★★★★
Attractive
Read Analysis →
Technology · Retail Brokerage & Superapp
Robinhood Markets Inc.
HOOD NASDAQ · US$86.2B
Analysis15 Aug 2026
Price at analysisUS$95.82
Q2 Revenue
$1.31B (+32%)
Q2 Net Income
$573M (+48%)
Funded Accounts
28.4M Users
★★★★★
Attractive
Read Analysis →
Technology · Social Trading & Fintech
eToro Group Ltd.
ETOR NASDAQ · US$2.30B
Analysis14 Aug 2026
Price at analysisUS$28.94
Q2 Net Income
$53M (+77%)
Trailing P/E
10.4x Valuation
Funded Accounts
4.28M Users
★★★★★
Attractive
Read Analysis →
Technology · AI Cloud Infrastructure & Neocloud
Nebius Group N.V.
NBIS NASDAQ · US$68.4B
Analysis13 Aug 2026
Price at analysisUS$249.57
Q2 Revenue
$582M (+454%)
Run-Rate ARR
$3.0B (+598%)
Cash Position
$8.0B Cash
★★★★★
Attractive
Read Analysis →
Technology · Cloud Infrastructure & AI Compute
DigitalOcean Inc.
DOCN NYSE · US$15.99B
Analysis13 Aug 2026
Price at analysisUS$136.00
Q2 Revenue
$281M (+29%)
AI Compute ARR
$234M (+212%)
Adj. EBITDA
40% Margin
★★★★★
Attractive
Read Analysis →
Healthcare · Cell Therapy & Oncology
CAR-T Therapy Research
CAR-T BIOTECH · Sector Deep-Dive
Analysis12 Aug 2026
Focus AreaCell Therapy
Pipeline Leader
2nd Gen CAR-T
Target Moat
Oncology IP
Growth Horizon
Multi-Year
★★★★★
Attractive
Read Analysis →
Consumer Staples · Food & Beverage
Nestlé S.A.
NESN SIX · CHF 245.0B
Analysis10 Aug 2026
Price at analysisCHF 88.50
Organic Growth
+5.8% RIG
Dividend Moat
29 Yr Growth
PetCare & Coffee
38% Revenue
★★★★★
Attractive
Read Analysis →
Healthcare · Medical Technology
Boston Scientific Corp.
BSX NYSE · US$142.5B
Analysis10 Aug 2026
Price at analysisUS$95.40
Organic Growth
+14.5% YoY
FARAPULSE PFA
Category Leader
Adj. Op Margin
27.2% Margin
★★★★★
Attractive
Read Analysis →
Consumer Discretionary · Food Retail
Greggs plc
GRG LSE · £3.15B
Analysis10 Aug 2026
Price at analysis2,850p
Estate Target
3,000+ Shops
Return on Capital
20%+ ROIC
LFL Growth
+7.4% LFL
★★★★★
Attractive
Read Analysis →
Materials · Copper & Gold Mining
Freeport-McMoRan Inc.
FCX NYSE · US$72.5B
Analysis9 Aug 2026
Price at analysisUS$50.40
Copper Sales
4.1B lbs
Core Anchor
Grasberg Underground
Leach Catalyst
+800M lbs Cu
★★★★★
Attractive
Read Analysis →
Materials · Copper & Zinc Mining
Hudbay Minerals Inc.
HBM NYSE / TSX · US$4.1B
Analysis9 Aug 2026
Price at analysisUS$10.65
Copper Output
150k tonnes
Copper Mountain
Synergy Inflection
Mason Growth
Tier-1 US Pipeline
★★★★★
Attractive
Read Analysis →
Materials · Gold & Molybdenum Mining
Centerra Gold Inc.
CGAU NYSE / TSX · US$1.85B
Analysis8 Aug 2026
Price at analysisUS$9.15
2026 Gold Output
380k-410k oz
Net Cash Position
US$610M
AISC Guidance
US$1,075/oz
★★★★★
Attractive
Read Analysis →
Materials · Precious Metals Mining
Coeur Mining Inc.
CDE NYSE · US$18.0B
Analysis8 Aug 2026
Price at analysisUS$16.85
2026 Output
~1.25M AuEq
Tier-1 Assets
7 Mines
Anchor Life
2038+ Horizon
★★★★★
Attractive
Read Analysis →
Technology · Mobility Platform
Uber Technologies Inc.
UBER NYSE · US$145.7B
Analysis2 Aug 2026
Price at analysisUS$70.36
Bookings Growth
21% CC
Uber One Members
50M+
2025 FCF Yield
6.7%
★★★★★
Attractive
Read Analysis →
Materials · Diversified Mining
Rio Tinto plc
RIO LSE · £111.7B
Analysis2 Aug 2026
Price at analysis£68.32
Non-Iron EBITDA
56%
Copper EBITDA
US$5.7B
Simandou Grade
65.3% Fe
★★★★★
Attractive
Read Analysis →
Technology · AI Infrastructure
Dell Technologies Inc.
DELL NYSE · US$265.9B
Analysis2 Aug 2026
Price at analysisUS$405.37
AI Backlog
US$51.3B
FY27 Guided P/E
22.6×
Exit Rule
50-Week EMA
★★★★★
Attractive
Read Analysis →
Real Estate · Logistics REIT
Tritax Big Box REIT plc
BBOX LSE · £4.60B
Analysis2 Aug 2026
Price at analysis170.1p
Discount to NTA
9.4%
Dividend Yield
4.7%
Data-Centre Schemes
232 MW
★★★★★
Attractive
Read Analysis →
Healthcare · Medical Technology
Stryker Corporation
SYK NYSE · US$125.9B
Analysis2 Aug 2026
Price at analysisUS$325.70
2026 Guided P/E
21.7×
Q2 Organic Growth
+9.0%
Long-Term Option
8.6% APAC
★★★★★
Watch
Read Analysis →
Energy · Integrated Oil & Gas
Cenovus Energy Inc.
CVE NYSE · US$56.3B
Analysis2 Aug 2026
Price at analysisUS$30.19
Resource Base
28-Year 2P Life
Debt Progress
C$2.7B Q/Q
Hidden Edge
Oil + Refining
★★★★★
Attractive
Read Analysis →
Independent research for informational and educational purposes only. It does not constitute personal investment advice. Capital is at risk.
Muffett Investments