Plus: ⚡️ A low-cost energy player turning data centers into cash machines
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Hey Investor, Welcome to Weekly Picks, where each week our analysts handpick their favorite Narratives from the community. Narratives are a game-changing way for investors to make sound decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value. You can create one yourself in 3 minutes or you can select one from our thriving community. This week’s picks cover: 💸 Why Venmo and merchant solutions are driving PayPal’s upside potential. ⚡ How IREN’s pivot from Bitcoin mining to AI infrastructure is adding value. 🌊 How Cadeler’s fleet expansion rides offshore wind growth. |
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PayPal's Future Growth Through Venmo and Merchant Solutions |
PayPal’s growth will be driven by Venmo monetization and wider merchant adoption, creating recurring transaction-based revenue similar to Visa’s model. The launch of PayPal World could unlock a massive global network effect, while buybacks and steady cash flow support long-term upside despite near-term valuation gaps. |
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~33.3% undervalued vs current price |
Based on ~7% p.a. revenue growth for 3 years | | |
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💡 Why we like it: Zwfis blends personal conviction with structured valuation work. The style is approachable yet thorough, moving from qualitative excitement to quantitative rigor with DCFs, reverse DCFs, and growth scenarios. It’s a good example of how to mix story-driven optimism with concrete numbers, giving us readers both a reason to believe and a valuation anchor. |
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IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers |
IREN is rapidly scaling renewable-powered Bitcoin mining while expanding into AI/HPC data centers, turning low-cost energy into high-efficiency compute and diversified revenue. Strong execution and a large secured power footprint underpin growth, though results still hinge on Bitcoin prices and potential dilution. |
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~0.2% undervalued vs current price |
Based on ~30% p.a. revenue growth for 5 years | | |
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💡 Why we like it: This narrative takes a big, sprawling story and makes it digestible by weaving together IREN’s mining roots, efficiency metrics, and emerging AI ambitions into one clear thread. It’s a strong example of blending industry context with forward-looking projections, all while anchoring the analysis around the big question — does IREN offer enough outperformance over simply holding Bitcoin? |
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Cadeler set to grow with market. |
Cadeler is set to benefit from accelerating offshore wind demand, with fleet expansion and a €2.5 billion backlog providing strong revenue visibility. Despite project timing shifts and integration risks, guidance upgrades and attractive sub-10x PE valuation support a compelling long-term case. |
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~45.5% undervalued vs current price |
Based on ~30% p.a. revenue growth for 3 years |
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💡 Why we like it: Mandelman’s catalysts for Cadeler are supported with concrete numbers, while the risks are acknowledged in plain terms. The narrative update strengthens the piece by showing how new results feed directly into revised growth and margin assumptions, which are a nice example of process discipline. It’s a well-rounded case that keeps both upside and downside in view. |
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What's next?
1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page.
4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running! |
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| This email is from Simply Wall Street Pty Ltd
Level 5, 320 Pitt St Sydney 2000, NSW, Australia. BlackGoat is an employee of Simply Wall St, but has written a narrative in their capacity as an individual investor. Simply Wall St has no position in the company(s) mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimates are for informational purposes only and do not constitute a recommendation to buy or sell any stock. They do not take into account your objectives or financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this email/website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. Privacy Policy Terms and Conditions
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