Plus: ⚡ A quantum watchlist of 20 companies behind the pure-play names
Narratives you
should be watching |
| |
|
- Why IonQ isn't just the best-funded quantum company, but the one stock that has actually started to prove it.
- Why Cerebras could reshape GPU infrastructure. And why the valuation doesn't reflect that yet.
- Why Netflix's business quality is no longer the debate. Whether the stock is actually cheap is.
|
|
|
The Best-Funded Quantum Platform and Still a Stock Priced for Perfection |
|
| |
Why this Narrative made this week’s picks |
IonQ has pulled ahead of every public quantum rival on revenue scale and contracted backlog. But the stock is already pricing in a lot of that success. Author argues IonQ is the strongest single-name exposure in public quantum markets, then immediately qualifies it: best company is not the same thing as best entry point. |
Author’s valuation assumes ~24% p.a. revenue growth for 5 years. |
|
|
|
The Wafer Giant Threatening NVIDIA's GPU Hegemony |
|
| |
Why this Narrative made this week’s picks |
Cerebras went public with a wafer-scale chip running inferences that leave Nvidia's best GPUs behind, backed by a backlog most semiconductors would envy. Buried underneath is a non-GAAP operating loss and a lock-up avalanche arriving later this year. Author concludes the moat is real but the entry point matters enormously. |
Author’s valuation assumes ~55% p.a. revenue growth for 5 years. |
|
|
|
Netflix’s Business Quality Is Clear. The Harder Question Is Whether The Stock Is Still Cheap |
| | |
Why this Narrative made this week’s picks |
Netflix's business quality is no longer in debate. The harder question is whether any of that still creates a valuation gap. Author runs the numbers, checks the multiples, and concludes the stock is trading close to fair value, with the bull case hinging entirely on whether advertising and pricing prove more durable than the market believes. |
Author’s valuation assumes ~12% p.a. revenue growth for 3 years. |
|
|
|
 | Watchlist pick: Quantum's Hidden Infrastructure 20 companies across the supply chain, security, sensing, and hardware layers that the pure-play names can't exist without. | | | See the list | |
|
|
Trusted by 7M+ Investors | Download the app |
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 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. |
|
|
|
|
|
|
|
