Plus: 🚀 Why Intuitive Machines is the company NASA keeps calling
Narratives you
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- Why Everpure isn't a storage company, but a hidden AI infrastructure bet priced like nobody noticed yet.
- Why Intuitive Machines isn't just a space startup, but the company NASA keeps calling, with contracts only getting bigger.
- Why Applovin's real business isn't ads, but an AI that gets harder to beat the more it runs.
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Second order memory play likely to double in a year |
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Why this Narrative made this week’s picks |
Author makes a provocative case that the market has this filed under the wrong category entirely. One FlashBlade system replacing millions in GPU spend changes the buyer, the budget and the multiple all at once. Author also presents five arguments absent from any sell-side note, supported by detailed valuation work. |
Author’s valuation assumes ~46% p.a. revenue growth for 3 years. |
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Intuitive Machines: To The Moon and Beyond! |
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Author made a perceptive call at $11 that a tighter NASA budget favours the incumbent. With Boeing and Northrop Grumman as partners, Intuitive Machines becomes the safe choice when budgets are tight. Stock has more than doubled since and still sits below his $42 fair value. |
Author’s valuation assumes an estimated revenue of US$1b in 3 years. |
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AppLovin’s AI Engine Is Printing Profit |
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Why this Narrative made this week’s picks |
Author makes a compelling case that 80% margins are not luck but a data flywheel that widens every quarter. The more AXON processes, the better it predicts, and the harder it is to displace. Competitors are not behind on the model. They are behind on the data that trains one. |
Author’s valuation assumes ~20% p.a. revenue growth for 5 years. |
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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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