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D-Wave is mostly selling business services (proof of concepts etc) while their hardware and compliance environment scales/matures enough to be enterprise grade for high volume apps (e.g., mastercard fraud detection). Their customer list should be seen as a pipeline of prospects for companies that may (or may not) pay 500k-1M per year per individual production hybrid QC app.
ОтветитьGreat video. Obviously, the blind bulls don't like it as they run towards a cliff. Not surprised they're mostly penny stocks headed eventually for reverse splits. Although IONQ is quite the humdinger of a roller coaster that's shockingly still above $10, seems to be a great example of the market being irrational a lot longer than someone can be solvent, lol.
ОтветитьYour quantum computing videos are always an absolute highlight, watching you rip these companies to shreds cracks me up to no end. Of course it was even funnier when valuations were 5-10x as high, depending on the company. You guys have been on the ball for this sector every step of the way going back years. Shorting is risky business, but now I know the next time I find myself laughing at the business model in one of your videos, I should start eyeing puts.
ОтветитьIonq tanked as well its just it had a huge run
ОтветитьVery informative, as always.❤
Ответитьionq has a market cap over 1.5bil with 3mil revenue... compare that to redwires 150mil cap and 250mil revenue... i mean why even touch quantum at this lvl, a real company can dillute me 1000% and id still be in better shape lol
Ответитьrigetti spaghetti
ОтветитьStories without numbers is a fairy tale. Numbers without stories is a spread sheet..
ОтветитьIts really amazing what people are willing to buy and what the reality is.
The first thing that comes to my mind is Munger quote: "Warren and I are looking for the easy job that we can identify."
Moonshots like these are really attractive from innovation perspective and in reality moonshot stocks are pretty much 99,99% land mines.
Keep up the good work Joe.
I completely disagree on IONQ the rest of the stocks you mentioned are trash, ionq I definitely 1 million percent disagree for a multitude of reasons
Quantum computing isnt going to be this crazy magic sauce that solves unsolvable problems like it’s made out to be however, I see it as more of a tool to be added as a part of a normal supercomputer, like how most supercomputers have multiple types of architectures these days, x86, tensor cores, gpgpu parallel processing nodes, add some qbits and thats what i see for the future. And this video is incorrect. Quantum computers do not solve unsolveable problems, its just really good at doing what it does much faster than a traditional architecture ever could, solving some problems that could potentially take decades of runtime, but not impossible tasks.
The quantum computer will bring speed to cybersecurity, instant bank transactions, tracking crypto hackers when bitcoin is 300k, sorting through massive data downloads instantaneously with no wait time I picture quantum as a distributive network aimed at trying to circumvent these limitations of modern computers.
I can go on for its uses to advance solar energy and nuclear energy as well as quantum’s ability to mimic disease proteins to create more efficient vaccines my comment space is running out but I could go on for pages with hard use cases, it’s right around the corner
long is the best possible stock they build the computers and the Quibits, the technology quantum stocks selling firmware are bogus I want the guys who make the parts
A very good debunking of all this sci-fi magical thinking. keep up the good work.
ОтветитьCan you make a video about whether FORM can be a good Quantum Computing investment.
ОтветитьGeneric name: QUMPUTER - From now on, let's call them, and write, QUMPUTERS. Much better than the tongue twister 'Quantum Computers'!
ОтветитьGood stuff! Thank you. I can't even find an applicable definition of quantum that makes sense. Lol.
Ответить@nanalyze...the quantum stocks have all doubled in the past 3 months since you released this video. Where are your quantum bear videos now? People said the same thing about GPUS, GAI before they were built. You just have to wait and HODL. Yes it is a risk, but now people look back and wish they had held on to the Mag 7.
Ответитьarqit is easy to get, its just better encryption
ОтветитьJoe, have you seen the special 60 minute did on quantum computers? They interviewed the head of research at IBM and Google. I think you will find the interviews interesting. I didn't know IBM installed a quantum computer at the Cleveland Clinic.
ОтветитьMaybe it’s better to look at PEG ratio as we are all in standby waiting to see which company will see GROWTH
ОтветитьI love my qubt. I will be holding.
ОтветитьI was watching a presentation about a quantum stock newsletter, free info, for buying something. I decided to end the long presentation, and as I pressed the bye bye button, a commercial immediately came on for HOW TO REMOVE STUCK POOP! LOLOL. How appropriate was that? There will be many changes, and many will shake out. Study, study, study.
ОтветитьGood info, but they said the same about Google, Apple, Nvidia, AMD, Amazon and even claiming the Internet is just a passing fad.
Louis Navellier who's worth 6billion claims the markets move in 3 year cycles for many stocks.
These and many stocks are for the back of the drawer, until their time comes to rise.
At the end of the day I have read these comments…. Should I buy or no????
ОтветитьAbsolutely excellent upload.
ОтветитьThank you for this excellent analysis… I’ve been casting about looking to find some investment opportunities in this space and have many of the same questions you have raised. I just subscribed to this channel. Thank you.
ОтветитьThanks for the sound analysis that cuts through the hype. What do you think about the QTUM ETF?
ОтветитьThanks Nana.. I wish I would have found you a couple years ago
ОтветитьNeed an update video on these 👍🏻🙏🏼
ОтветитьI was patient and finally bought at .70. I think a big rally is coming. Ray Dalio just said quantum computing will take over like the ai stocks have. He was talking about NVDA years ago. Hope you do an update video!
ОтветитьYou left out IBM. The true leader in the field and with no risk of going out of business. Rigetti is getting close to breakeven and D-Wave would probably follow breaking even for 2025. Not everyone would ofc survive from the early days of this new computing paradigm. But there would be a few unicorns, that's for sure.
ОтветитьBecause you shouldn't have bought it they are only losing money. It's for venture capitalists funds. Might take 20 years for individuals to make profit.
ОтветитьAs to ionq using some of their cash to invest in other companies, they are focused on quantum computing not acquiring other companies. I say bully for them.
ОтветитьI wonder if you would have made the same scathing video against Nvdia during its infancy. QC is a speculative segment at the moment. What do you expect? If any start hitting (Revenue/NI) ... well then its trading at 30, 40 dollars per share. Unless one is wealthy or can leverage company funding... how can the ordinary investor "win"? The downside is the risk to lose it all. The upside is .. the next great tech side to side with AI.
ОтветитьYr an idiot
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