Plus: 🛰️ Beyond the Moon, a community watchlist of 20 space companies.
Narratives you
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- Why AST SpaceMobile isn't a satellite company, but a bet that the last mile of mobile coverage gets solved from orbit.
- Why Onto Innovation isn't just another semiconductor equipment stock, but the key inspection chokepoint the AI chip race cannot route around.
- Why Nu Holdings isn't just a Latin American bank, but the world's most efficient digital banking model, currently trading at its cheapest multiple in years.
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AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets |
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Why this Narrative made this week’s picks |
Author has made the case for one of the most ambitious infrastructure stories in public markets. AST SpaceMobile is building cell towers in space, connecting ordinary smartphones through existing carriers rather than around them. The author is upfront that the stock is already pricing in a lot of that future, and also outlines the bear case. |
Author’s valuation assumes an estimated revenue of US$55b in 5 years |
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Onto Innovation: The Advanced Packaging Chokepoint that is undervalued with intrinsic discount |
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Why this Narrative made this week’s picks |
Author has identified a chokepoint in the AI chip race that most investors haven't noticed. Every chip stack has to be inspected before it leaves the factory, and Onto Innovation owns that step. Replacing it, the author argues, takes over a year of requalification and the market is pricing a toll booth like a cyclical stock. |
Author’s valuation assumes ~20% p.a. revenue growth for 5 years. |
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The Largest Digital Bank in the World Outside Asia, at Its Cheapest Multiple in Years |
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Why this Narrative made this week’s picks |
Author argues that a sharp pullback driven by credit concerns has created an entry point into a fundamentally unchanged business. No branches, no fees, and an efficiency ratio that the author says has no comparable peer in global banking. Mexico just hit breakeven, following the exact path Brazil took years earlier. |
Author’s valuation assumes ~24% p.a. revenue growth for 5 years. |
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 | Community watchlist pick: Beyond the Moon - 20 compelling space companies! 20 publicly traded space companies across D2D, ISR, broadband, lunar, and manufacturing. | | | See the list | |
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Simply Wall St has no position in any of the companies mentioned. These narratives are general in nature and reflect the authors’ own opinions only. They do not represent the views of Simply Wall St and do not constitute a recommendation to buy or sell any stock. Any scenarios or fair value estimates discussed are exploratory only, are not indicative of the company’s future performance, and do not take into account your objectives or financial situation. The authors’ 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. |
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