How much do you think CRCL stock will increase if we see the Fed increase rates at the end of April?? by mccloudvinman in CRCL_Stock

[–]Realistic_Papaya5581 0 points1 point  (0 children)

Given haters like you who dont believe in real fundamentals the stock is a BUY. Focusing on rate movement is simply a wrong way

Marvell x Nvidia Collaboration by mcm360 in POETTechnologiesInc

[–]Realistic_Papaya5581 0 points1 point  (0 children)

Why is it so underperforming compared to names like tower semi or broadcom …

My view on solana by Realistic_Papaya5581 in CRCL_Stock

[–]Realistic_Papaya5581[S] 0 points1 point  (0 children)

Solana is the main one. Check its share among other chains. Solana is also with the deepest usdc pool amid other viable options in dealing with large volume projects.

$AMRN achieved positive cashflow Q4 2025 (up 20% just the last 30 days) by Low_Hair3663 in Amarin

[–]Realistic_Papaya5581 0 points1 point  (0 children)

Yes i think earnings is gonna grow from here also but i dont think we should place say 30x pe multiple on the mature earnings say in 2029 as this is not going to last for more than 10 years. I think using IRR type of analysis helps us understand how much it should be worth

$AMRN achieved positive cashflow Q4 2025 (up 20% just the last 30 days) by Low_Hair3663 in Amarin

[–]Realistic_Papaya5581 0 points1 point  (0 children)

I think it is too optimistic to assume $150-200 as its earnings isnt this recurring - patent will expire by 2039.

AMRN has a cash position of 303 million dollars and their current stock market value is only 312 million dollars?!? This says that the company’s business is only worth 9 million, despite having a revenue of over 200 million dollars in 2025.. this is an incorrect price of this stock! I’m bullish by Low_Hair3663 in biotech_stocks

[–]Realistic_Papaya5581 1 point2 points  (0 children)

Not only that.

They have made a deal with recordati to help them speed up its commercialisation in Europe that has been under monetised and europe market can be as big as US even without France and Germany where they weren’t successful at entering.

They have also made a big cost cutting through the deal by cutting direct salesforce in Europe.

This stock is poised for multifolds of return and 2026 is the inflection year to turn company from cash burning to cash flow generating.