Group 1: AST SpaceMobile - AST SpaceMobile is developing satellites that connect directly to unmodified smartphones, potentially disrupting the market dominated by SpaceX's Starlink [4] - The company projects revenue between $50 million to $75 million for the second half of 2025, with six satellites currently in orbit and plans for 45 to 60 by 2026 [5] - Wall Street maintains a "buy" consensus with a $49 average 12-month target, highlighting that AST's model partners with carriers rather than competing against them [6] - Despite significant risks such as capital requirements and regulatory hurdles, AST offers a direct play on connecting 2.5 billion unconnected people globally [7] - AST's stock has increased by 135% year to date, indicating strong market interest [5] Group 2: Rigetti Computing - Rigetti Computing focuses on quantum computing, aiming to solve complex problems that classical computers cannot address [9] - The company recently announced a significant technical milestone with the industry's largest demonstrated multichip quantum system, although second-quarter revenue fell 42% year over year to $1.8 million [10] - Rigetti faces challenges such as cash burn and competition from larger companies like IBM and Alphabet, but this creates an opportunity for investors willing to bet on long-term growth [11] - The potential for quantum computing to mature could lead to significant upside, with Rigetti's stock in the mid-teens seen as a bargain if the technology delivers [13] Group 3: Investment Considerations - Both AST and Rigetti are considered high-risk, high-reward investments that could reshape industries [12] - AST offers nearer-term catalysts with satellite deployments and revenue ramp-up, while Rigetti requires patience for potential long-term payoff [13] - Position sizing is crucial, as these companies represent portfolio accelerators rather than core holdings, appealing to investors willing to embrace risk [14]
2 High-Powered Growth Stocks to Buy This Week