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Quantumcomputing

D-Wave Quantum (QBTS) Analysis Company Overview: D-Wave Quantum NYSE:QBTS is a pioneer in commercial quantum computing, leveraging its annealing-based quantum technology to address complex computational challenges. Its first-mover advantage in quantum solutions positions it as a key player in this emerging industry. Key Catalysts: Differentiated Technology: D-Wave’s annealing-based quantum model sets it apart from competitors focused on gate-based systems, enabling practical, near-term solutions for optimization problems across industries. Government and Defense Partnerships: Increasing traction with key clients like the U.S. Department of Defense and other government agencies validates D-Wave’s credibility and enhances its potential for lucrative long-term contracts. Strong Revenue Projections: Wall Street forecasts a nearly 70% revenue growth to $14.8 million by 2025, reflecting rising demand for D-Wave’s quantum solutions and marking progress toward scalability and profitability. Investment Outlook: Bullish Outlook: We are bullish on QBTS above the $3.75-$3.80 range, supported by its competitive technology, increasing adoption, and strategic partnerships. Upside Potential: Our upside target for QBTS is $9.00-$10.00, driven by expanding commercial applications, strong revenue growth, and continued government traction. 🚀 QBTS—Harnessing Quantum Power to Solve Tomorrow’s Challenges Today. #QuantumComputing #Innovation #TechGrowth
NYSE:QBTSLong
by Richtv_official
NVDA AI Revolution: Which Stocks Will Lead the Charge in 2025?AI Revolution: Which Stocks Will Lead the Charge in 2025? "AI isn’t the future; it’s the now, and it's flipping the investment world on its head like a rogue AI flipping through data." Introduction Artificial Intelligence is not just transforming industries; it's becoming the heartbeat of innovation. In 2024, Nvidia and Microsoft stand out, but diving into AI stocks requires a keen eye for both opportunity and jeopardy. Let's dissect their dominion, strategies, and financial health to guide your investment journey. Nvidia: The Engine of AI Nvidia’s GPUs are more than just hardware; they're the fuel driving the AI engine across sectors. Market Dominance: With an expected 64% of the AI server market, Nvidia's GPUs, particularly the H100, are the industry's gold standard for AI training. Financial Highlights: P/E Ratio: At 30.09, Nvidia's stock might be running on hype or genuine growth. Free Cash Flow: A staggering $33.73 billion, giving Nvidia the muscle to innovate relentlessly. Debt-to-Equity Ratio: 17.22, reflecting aggressive growth funding through debt. Future Outlook: The upcoming H200 chip could further cement Nvidia's lead, but at what cost to valuation? 💡 “Nvidia isn't just selling hardware; they're selling the future of AI computation.” Microsoft: AI's Silent Integrator Microsoft isn't just playing the AI game; they're changing the rules, embedding AI where you least expect it. AI Integration: Through Azure and tools like Copilot, Microsoft is making AI as ubiquitous as electricity. Financial Insights: ROIC: An astonishing 130%, showcasing unparalleled capital efficiency. Net Income Margin: 56% - Microsoft turns more than half its revenue into profit, a testament to its operational prowess. Cash Position: With $39 billion in cash, Microsoft is ready for any strategic move or shareholder reward. Strategic Alliances: Leveraging partnerships like OpenAI, Microsoft is pushing AI's boundaries. 💡 “Microsoft isn’t just adopting AI; it's making AI adopt us.” The Broader AI Ecosystem Google ( NASDAQ:GOOG ): Using AI to enhance search and cloud, potentially rivaling Microsoft's Azure. Meta ( NASDAQ:META ): Innovating with generative AI in social platforms and VR. IonQ ( NYSE:IONQ ): Bridging AI with quantum computing for groundbreaking computational power. 💡 “In the AI race, today's leaders could be tomorrow's followers.” Risks in the AI Investment Arena Overvaluation: Nvidia's high P/E might signal a bubble waiting to burst. Regulatory Challenges: As AI grows, so does the regulatory scrutiny, potentially slowing down innovation. Market Saturation: With AI becoming mainstream, distinguishing between real innovators and opportunists becomes crucial. 💡 “Investing in AI is like betting on tech; some will soar, others might crash and burn.” Conclusion Nvidia and Microsoft are pivotal in the AI landscape, but the field is broader and riskier than it seems. Understanding these nuances will be key to navigating 2025’s investment landscape.
NASDAQ:NVDALong
by DCAChampion
$NYSE:QBTS Consolidating between $4 and $5NYSE:QBTS appears to be consolidating between $4 and $5 a share. Lots of buzz right now in the quantum computing space. D-wave has been in the headlines quite a bit along with NASDAQ:NVDA and NASDAQ:RGTI These stocks are generating a staggering amount of daily volume. Which is great when attracting the FOMO crowd! Looking for a breakout after this closes above the recent highs of $5.38 (with relatively higher volume). If it misses the breakout then I suspect we're in for another cycle of down/up oscillation. Primary support is at ~$4.15 with the secondary major support at ~$2.77 secondary. If this bounces down prior to a breakout, there will probably be opportunities to buy on a dip probably in the $4.20 - $4.60 range. As with anything with a lot of volatility, hang on to your seats!
NYSE:QBTSLong
by dzygadlo
Can Computation Transcend Its Own Limits?In the vast, unexplored terrain of technological innovation, D-Wave Quantum Inc. emerges as a pioneering navigator, challenging the fundamental constraints of computational science. Their groundbreaking 4,400+ qubit Advantage2™ processor represents more than a technological milestone—it is a quantum leap that promises to redefine the very boundaries of problem-solving across complex domains like materials science, artificial intelligence, and optimization. The true marvel of this quantum revolution lies not merely in processing speed but in a fundamental reimagining of computational potential. Where classical computers navigate problems sequentially, quantum computing exploits the bizarre, counterintuitive properties of quantum mechanics—enabling simultaneous multiple-state calculations that can solve intricate challenges up to 25,000 times faster than traditional systems. This isn't incremental improvement; it's a paradigm shift that transforms computational impossibility into potential reality. Backed by visionary investors like Jeff Bezos and strategic partners including NASA and Google, D-Wave is not simply developing a technology—it is architecting the future's computational infrastructure. By doubling qubit coherence time, increasing energy scale, and expanding quantum connectivity, the company is methodically dismantling the barriers that have historically confined computational thinking. Each breakthrough represents a portal to unexplored intellectual territories, where problems once deemed unsolvable become navigable landscapes of potential insight. The quantum frontier beckons not just as a technological challenge, but as an intellectual invitation—a profound question of how far human knowledge can stretch when we liberate ourselves from conventional computational thinking. D-Wave's Advantage2 processor is more than a machine; it is a testament to human imagination, a bridge between what is known and what remains tantalizingly unexplored.
NYSE:QBTSLong
by signalmastermind
Is Microsoft's Quantum Leap a Calculated Investment?In the dynamic landscape of tech investment, Microsoft's quantum computing advancements have sparked significant interest. However, as with any emerging technology, the question remains: is the potential return on investment justified by the inherent risks? Microsoft's strides in quantum computing are undeniable. From creating record-breaking logical qubits to demonstrating practical applications, the company has established itself as a frontrunner in this field. Yet, the path to commercialization is fraught with challenges, including technological hurdles and intense competition. Investors must carefully evaluate the potential rewards against the risks. While the long-term prospects of quantum computing are promising, the short-term challenges and market uncertainties cannot be overlooked. Is Microsoft's strategic positioning and technological prowess sufficient to navigate these obstacles and capitalize on the potential benefits of quantum computing? A Deeper Dive: To make an informed investment decision, investors should consider the following factors: Technological Progress: The rate of advancement in quantum computing technology will significantly impact the timeline for commercialization and potential returns. While Microsoft has made significant strides, the field is still evolving rapidly. Competitive Landscape: The competitive landscape in quantum computing is dynamic and includes other tech giants like Google, IBM, and Amazon. The ability of Microsoft to maintain a competitive edge will be crucial for long-term success. Market Demand: The potential market for quantum computing applications is still emerging. The development of practical use cases will be essential to drive demand and justify investment. Regulatory Environment: Government policies and regulations can impact the development and commercialization of quantum computing technologies. Investors should be aware of any potential regulatory hurdles. Economic Factors: Macroeconomic conditions, such as interest rates and market volatility, can influence investment decisions. Investors should consider how broader economic trends may affect the quantum computing market. Conclusion: Investing in Microsoft's quantum computing endeavors presents both opportunities and risks. While the long-term potential is significant, investors must carefully assess the factors outlined above to make an informed decision. As the field continues to evolve, it will be essential to stay updated on the latest developments and market trends.
NASDAQ:MSFTLong
by signalmastermind
Article Title: Is AI Just Hype?In the whirlwind of AI's rapid ascent, a critical question emerges: Is the hype surrounding AI justified, or are we witnessing a bubble fueled by inflated valuations and limited innovation? Let's delve deep into the AI industry, separating the signal from the noise and providing a sobering reality check. The Super Micro Cautionary Tale The financial woes of Super Micro Computer serve as a stark warning. Despite the soaring demand for AI hardware, the company's internal challenges highlight the risks of investing solely in market enthusiasm. This case underscores the importance of **industry openness** and **due diligence** in the face of AI's allure. A Landscape of Contrasts The broader AI landscape is a tapestry of contrasting narratives. While pioneers like DeepMind and Tesla are pushing the boundaries of AI applications, a multitude of companies are capitalizing on the hype with products lacking substance. This proliferation of **AI hype** has created a toxic environment characterized by inflated valuations and a lack of substantive innovation. Market Dynamics and Future Prospects As the market for AI hardware matures, saturation and potential price drops loom. NVIDIA's dominance may be challenged by competitors, reshaping the industry landscape. The future of AI, however, lies in the development of more sophisticated systems capable of collaboration and learning. The integration of **quantum computing** could revolutionize AI, unlocking solutions to complex problems that are currently beyond our reach. Conclusion The AI industry is a complex landscape, filled with both promise and peril. While the hype surrounding AI may be tempting, it's imperative to scrutinize each company's core innovation and value. As the market matures and competition intensifies, those who can deliver **real value** and **technological advancements** will ultimately prevail. The Super Micro case serves as a stark reminder that in the realm of AI, substance, not hype, is the true currency of success.
NASDAQ:SMCIShort
by signalmastermind
2
D-Wave Quantum Inc. Expands US Footprint, Boosts Defense TiesD-Wave Quantum Inc. has strategically expanded its US operations by deploying a second Advantage quantum computer at **Davidson Technologies**' Huntsville headquarters. This strategic move reinforces the company's commitment to the US defense sector and positions it as a pivotal player in developing quantum computing solutions for critical national security missions. The collaboration between D-Wave and Davidson Technologies marks a significant milestone in the quantum computing industry. By combining D-Wave's quantum computing expertise with Davidson's deep-rooted experience in aerospace and missile defense, the partnership aims to accelerate the development of quantum-powered solutions for the US government. The establishment of a secure environment for quantum computing operations at Davidson's facility is a critical step in unlocking the full potential of this transformative technology. D-Wave's decision to expand its US footprint underscores the company's confidence in the growing demand for quantum computing solutions within the defense sector. As the global race for quantum supremacy intensifies, D-Wave's strategic positioning in the US market places it at a competitive advantage. The deployment of the second Advantage quantum computer is expected to attract further investment and foster collaboration within the quantum computing ecosystem. By aligning itself closely with the US defense sector, D-Wave is positioning itself as a key contributor to the nation's technological advancement and national security. As quantum computing technology matures, the company's role in shaping the future of defense and intelligence is likely to become increasingly prominent.
NYSE:QBTSLong
by signalmastermind
SPAC: Special Acquisition to "IPO private companies"Dipping your toes into the wild "reverse IPO" SPACs.... A SPAC, Special Purpose Acquisition Company, is a company that uses its funds to transform existing private companies to list them on the Stock Market. Read up on the SEC.GOV on these "special" financial instruments from Wall Street and friends before risking a penny on these things. We'll use a special SPAC acquiring a company very close to home: D-Wave Systems of Vancouver (Burnaby), Canada regulated under Canadian and BC Laws. For D-Wave's IPO via XPOA (the SPAC) to QBTS ("quantum bits") this will be done on the NYSE listed. D-Wave Systems is currently private and a leader in Quantum Computing with North American headquarters and control. A former Canadian star is graduating to the US. See the company web site for details www.dwavesys.com AI (Artificial Intelligence) is the future and "Quantum Bits" D-Wave QBTS might do very well as it becomes fully vetted in the USA via it's "big board", the NYSE (New York Stock Exchange). Everything needs "servers" and quantum computers are the big players in serving processing speeds. Check the past and recent clients for D-Wave Systems. In this Tutorial, we'll use TradingView Charts to explaining the possible price action on this chart based on the public information available both in the US (new D-Wave Regulatory home) and Canada (existing D-Wave Regulatory home). As a way of a background: D-Wave a leading Canadian Quantum SuperComputing is on its way to "move" from being privately held in Vancouver, Canada to being American sharesholder owned via NYSE under the expected symbol QBTS..SPACs are one way to play the IPO but it's all speculative. These are listed as The very interesting thing with the Markets is Canada operates under its own rules and Laws. So something that might be approved in Court last week for example, is "public" in Canada but may not be advertised in the US until regulatory requirements are met in both Canada and the US. The Charts on XPOA (DCPM Capital), shows the spike in February 2022 when the acquisition was announced. "Update: D-Wave to Go Public via Merger with SPAC DPCM Capital; DPCM Shares Rise Feb 8, 202208:47 Reuters D-Wave Systems, a provider of quantum computing systems, software, and services, said Tuesday that it has agreed to merge with special purpose acquisition company DPCM Capital (XPOA) to become a publicly-traded entity." In July, the charts shows the XPOA (and associated XPOA.U and XPOA.W) was repriced and the market respected sending the SPAC from the $10s to the $7s This is a SPAC to watch since D-Wave Systems is a large company located in Greater Vancouver, Canada. It was a Canadian technology company and will become one of the few (or only?) pure play US company in the Quantum Computing space. There is a customary US publication ban until proper regulatory approval is received. The "may not be distributed in the United States" allows the company to get past stockholders to understand the restructuring. Track the official Public filings available from the SEC in the US. The SEC (Securities and Exchange Commission) being the regular lists any public information as filed by the company at: www.sec.gov The Latest public news is www.sec.gov A Shareholder vote to be voted on TOMORROW August 2nd 2022 Price action shows it has very good changes of being approved especially given the Provincial/State Canadian BC Court Approval last week which was public with restrictions on the company relating to publication in the US prior to Shareholder approval. Interesting times... DISCLOSURE & Liability Waiver: The above could be all wrong. FACT CHECK everything anonymous posts! BR is part of a group of Researchers of the Markets and regulatory protocols. SPACs are truly "special" (read up at SEC.GOV) and not for the novice investors. These "high growth speculative plays" need to be viewed with either deep fundamental analysis. HTA (Hybrid Technical Analysts) using certain "conditions" to determine when to jump on and off. Volume and changes in volume is one of the key indicators and mapping these to Regulatory Disclosures is interesting. For "XPOA SPAC to QBTS IPO", since this is the Study at this point given the Events, we expect Bullish volume to possibly resume here with a massive short squeeze as the dark uncertainties get cleared up tomorrow DPCM Capital/D-Wave Systems Special Shareholder Vote August 2nd 2022. Only shareholders as of June 2022 get to participate and vote at the Shareholder Meeting. Contact the company or Regulators for more information or post as a Comment if you know something public that isn't widely known. Just think I'm just an "Elf on summer break", I have no freaking idea where that Rudolf is! That "red nose" is a concern for some but it's NOT because the poor is a drunk. That's vicious rumours by bad actors! He was just born that way! Seriously, this is just an early "heads up" from "Up North", friendly neighbours. Hey! Peace on Earth and at Home.
X
by UnknownUnicorn2413721
Special to Quantum ComputingIt's often said the people who made money during the Gold Rush were pick makers and Lewis Jeans Co. In the digital world, leaders in computing power are at the forefront of the biotech, robotics and AI revolution that we have embarked on. Grab your seat... "mutability" is a powerful skill to have. Understanding the environment and adapting to the ever changing landscape has never been more important. Let's talk about those SPACs Never been a fan until just last week more as a co-research project I'm working on for security. Let's focus on one that was announced last Feb 2022 and is heading to a Special Shareholder Vote tomorrow. "D-Wave Systems, a provider of quantum computing systems, software, and services, said Tuesday that it has agreed to merge with special purpose acquisition company DPCM Capital (XPOA) to become a publicly-traded entity." There is a special shareholder meeting for holders of this SPAC to readjust to the changing times. That event will happen tomorrow August 2nd 2022. If you missed it, check with IR and SEC public filings at edgar.sec.gov As a US regulated company, it should all be there. D-Wave in Canada is currently private and apparently firing on all cylinders from informal observations. Canada filings would be done within the appropriate Authority & Regulator for that Jurisdiction. Check with a financial advisor. I'm just an observer on a keyboard that likes to look at charts, keep my nose clean and study the markets to find possible gems in the muck of "stuff". D-Wave Systems is a great candidate for a SPAC reverse-IPO thing. Let's hope the Regulators on both sides of the border work together to make sure all eyes are on this one. Note: This was the last update with summary from Feb 2022: Update: D-Wave to Go Public via Merger with SPAC DPCM Capital; DPCM Shares Rise Feb 8, 202208:47 (Updates with stock move in the headline and last paragraph.) D-Wave Systems, a provider of quantum computing systems, software, and services, said Tuesday that it has agreed to merge with special purpose acquisition company DPCM Capital (XPOA) to become a publicly-traded entity. Upon closing of the deal, shares of D-Wave Quantum Inc., a newly formed parent company of D-Wave and DPCM Capital, will start trading on the NYSE under the symbol QBTS. The transaction values D-Wave at an equity value of roughly $1.2 billion. D-Wave plans to use proceeds of $340 million to further accelerate its delivery of in-production quantum applications for blue-chip customers and to build on over 200 US patents that it has been granted. After the closing of the deal, the combined entity will continue to operate from D-Wave's R&D and head office location in British Columbia, Canada. The Analysis: TA As of August 1st 2022. Tradingview TA www.tradingview.com (note: XPOA symbol to change to QBTS apparently?) Summary: SELL 14,7,5 (watch last number increase as Yes vote gets confirmed, the current hypothesis) Oscillators BUY 1,6,4 (mostly neutral at 6 but 4 should be increasing) Moving Averages STRONG SELL 13,1,1 (MA-only based short sellers/algos/traders want to sell. This could be a formidable short squeeze potential in vote is large, or shorts could be predicting this is garbage). Fundamentals Everything depends on the vote tomorrow. Based on all information findable in Public (via SEC Edgars and other official sources). This is a Watch or Casino Bet pending vote. Tomorrow will confirm a Bullish Run or an abysmal US SPAC failure. Dog Food Fund Candidate "pre-IPO" "smelly SPAC" XPOA -> NYSE QBTS Quantum Computing "junior" that is a leader in its North American space. Place your bet, trade or investment .
XLong
by UnknownUnicorn2413721
Quantum Computing is Coming. Is the Crypto Industry Ready?A lot of public and private interests are pouring a lot of money into quantum computing right now, and there have been significant breakthroughs in the technology in the last few years that has made it possible for people to start thinking about practical applications. Quantum computers are attempting to crack encryption algorithms such as Elliptic Curve Digital Signature Algorithm (ECDSA) that Bitcoin runs on - putting the entire ecosystem at risk if the emerging technology is successful in becoming commonplace. A quick look at some of the emerging concepts coming out of research institutions and their potential effects on the crypto market as a whole. steveblank.com www.coindesk.com
Long
by RyanTanaka
4
I think you buy IBM and hold it for a decadeIBM dipped after its earnings report Friday and now sits at an important support level. While I'd love for it to dip to $110 or even $100 so I could place a larger buy order there, I have my doubts that it will dip that far. Dips have been hard to come by in this bull market. And while IBM had a disappointing quarter, executives forecasted that it will be back on track to sustainable revenue growth by the end of the year. For a technology stock, IBM is surprisingly inexpensive. I've currently got the stock's forward P/E at about 10.5, and forward P/S at about 1.4. Compare that to, say, Microsoft with a forward P/E over 30 and a forward P/S over 10. In addition to providing a good earnings yield, I forecast that IBM will yield 5.8% in dividends over the next year. Overall, I estimate that IBM has over 17% upside to its median price-to-value ratio of the last four years. The reason IBM is so cheap is that its EBITDA per share has been in a long, slow slide for the last ten years. For the last four years, EBITDA has shrunk over 1% per year. Sales growth over the last four years was barely positive, with a growth rate of 0.01%. However, I'm not convinced that these are the most relevant numbers. EBITDA is not a very good measure of profitability, and in fact its current popularity in the investment world is a bit worrisome. A better metric is IBM's free cash flow, which has grown about 0.5% per year over the last four years. And its dividend has grown about 1% per year. So personally I think the company has already turned a corner to the upside in terms of profitability. Plus, IBM has unusually good ESG ratings and generally positive market sentiment, with put/call ratios looking quite bullish and average analyst price target 15% above the current price. Most importantly, I think IBM has incredible potential as a technology leader. They've had more patents than any other company, by a wide margin, for 27 years running. They're averaging 82 patents per year per billion dollars of market cap, which means you're buying an incredible amount of cutting-edge technology for the price you pay. Of the companies I follow, the next best value in terms of patents-to-market-cap is HPE, with just 26 patents-per-year-per-billion. And IBM's patents are in potentially world-changing fields, like AI and quantum computing. This is by far the best value in the market for a Singularity technology play. And that, more than anything else, is why I think you buy IBM here and hold it for a decade. IBM has crossed into the lower half of its ten-year triangle and has fairly good risk-reward within the triangle from here. Assuming it eventually breaks out of the triangle to the upside, I'd expect it to eventually recapture its 2012 highs over $200 per share.
NYSE:IBMLong
by ChristopherCarrollSmith
14