Key Takeaways NVIDIA CEO Optimistic About Quantum Computing Industry Huang is impressed with the quantum computing industry and highlighted NVIDIA's chip support. He added that NVIDIA would accelerate its quantum algorithm stack on the Grace Blackwell 200 chip (read more: Is NVIDIA's Rise in Value a Sign to Invest in NVDA Stock?). Huang's recent positive comments on quantum computing were well received, especially after his earlier pessimistic prediction of a 15 to 20-year timeline for realizing the full im ...

Core Insights - D-Wave Quantum has seen a stock price increase of 1,360% over the past twelve months, reflecting growing interest in quantum computing technology [2] - Quantum computers utilize qubits, allowing them to perform complex calculations and handle large datasets more efficiently than traditional computers [2] - D-Wave's unique quantum annealing method differentiates it from competitors like Google and IBM, which focus on gate-model quantum computers [5][8] Company Overview - D-Wave is recognized as the world's first commercial supplier of quantum computers, offering both annealing and gate-model quantum computing solutions [8] - The company has released the Advantage 2 quantum system, designed for optimization and AI applications, featuring improvements in qubit connectivity and energy efficiency [4] - D-Wave's systems utilize superconducting qubits that operate at extremely low temperatures, excelling in complex optimization challenges across various sectors [6] Technological Advancements - D-Wave's Advantage system includes over 4,400 superconducting qubits, while the Advantage2 system features 20-way qubit connections [7] - The company has achieved significant milestones, including surpassing classical supercomputers in simulating complex magnetic materials [6] - Major players in the quantum computing space, such as IBM, are also making strides, with IBM's 1,121-qubit Condor processor and plans for 100,000 qubits by 2033 [4] Market Position and Clientele - D-Wave has established partnerships with notable clients, including Lockheed Martin, Volkswagen, Mastercard, Deloitte, Siemens Healthineers, and Google/NASA [12] - The company provides access to its quantum computers through the Leap quantum cloud service, facilitating real-time access and implementation support [5] Financial Performance - D-Wave reported a revenue of $22 million and an operating loss of $71 million over the last year, indicating modest financial performance [9] - The stock of D-Wave is characterized by high volatility, with significant fluctuations observed during adverse market conditions [10][11] - Historical stock performance shows considerable volatility, with returns of -86% in 2022, -39% in 2023, and 854% in 2024 [13]

D-Wave Quantum TodayQBTSD-Wave Quantum$16.96 -0.99 (-5.49%) 52-Week Range$0.75▼$19.77Price Target$10.17Add to WatchlistShares of D-Wave Quantum NYSE: QBTS experienced an epic journey in the first five months of 2025 amid both good news and outspoken bearish critique. As of mid-June, though, the bulls seem to be winning: shares of QBTS are up nearly 87% year-to-date (YTD) and an astonishing 1,400% in the past 12 months. Although all six analysts who have recently reviewed D-Wave rate it as a Buy, suggesting ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Group 1 - The core focus of the news is the introduction of options trading for three newly launched leveraged ETFs by Tradr ETFs, which are designed for sophisticated investors and professional traders [1][3] - The three ETFs, Tradr 2X Long QBTS Daily ETF (QBTX), Tradr 2X Long TEM Daily ETF (TEMT), and Tradr 2X Long APP Daily ETF (APPX), provide 200% daily long exposure to companies in emerging technologies, specifically D-Wave Quantum, Tempus AI, and AppLovin [2][3] - QBTX has quickly gained popularity, accumulating $12.5 million in assets and averaging a daily trading volume of 403,000 shares since its launch on April 24, 2025, following a surge in D-Wave Quantum's stock price [2][3] Group 2 - The introduction of options trading on these ETFs enhances flexibility for investors, allowing them to manage risk, hedge exposure, or build directional positions based on short-term market views [3] - The rapid asset growth of the ETFs indicates strong demand among traders for investment tools that cater to high-growth, high-volatility sectors [2][3] - The ETFs are positioned as short-term trading vehicles, appealing to investors looking to express high conviction investment views in sectors like quantum computing, AI-driven medicine, and mobile advertising [4][3]

Core Insights - D-Wave Quantum (QBTS) shares increased by over 25% following the announcement of its next-generation Advantage quantum computing system, Advantage2, which is designed for real-world applications in optimization, materials simulation, and artificial intelligence [1][11] - The Advantage2 system will initially be accessible through D-Wave's Leap cloud service, marking a significant step towards quantum-as-a-service [2] - D-Wave claims to have achieved quantum supremacy over classical computing for practical problems, as demonstrated in a peer-reviewed paper published in Science [4][3] Company Developments - The Advantage2 system is expected to deliver significant performance improvements, including doubled coherence and a 40% increase in energy scale for advanced problem-solving [11] - D-Wave's first sale of the Advantage system was made to the Jülich Supercomputing Centre in Germany, which will utilize it for breakthroughs in AI and quantum optimization [8] - The JUPITER supercomputer at JSC is anticipated to exceed one exaFLOP, representing the first integration of an annealing quantum computer with an exascale supercomputer [9] Financial Performance - Prior to the announcement, QBTS shares had already seen a 125% increase over nine trading sessions, with full-year 2025 sales projected to exceed $25 million, indicating a growth of 183% [14][15] - D-Wave reported a 500% increase in revenues following its Q1 sale to JSC, albeit from a small base [14] Industry Context - The quantum computing sector is experiencing heightened interest, with significant investments being made in competitors like Quantinuum, which secured a $1 billion agreement with a Qatari investment firm [17] - The global demand for quantum technology is rising, with applications being explored in various fields such as finance, precision medicine, and genomics [20][21] - The excitement surrounding quantum computing is evident among investors, with expectations that quantum processing units (QPUs) will revolutionize computing in the coming decade [22]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Viewpoint - D-Wave Quantum Inc. has experienced a significant stock price increase of 683% over the past year, leading to divided opinions among investors regarding its future potential and valuation [1][2]. Financial Performance - D-Wave reported first-quarter revenue of $15 million, marking a year-over-year increase of over 500%, primarily driven by the sale of a quantum computing system [5]. - The company achieved a GAAP gross profit of $13.9 million, a record for the company, with a gross margin of 92.5%, up from 67.3% in the same quarter of the previous year [7][8]. - Despite a net loss of $5.4 million for the first quarter, this represents an improvement of $11.9 million compared to the same quarter last year [7]. Market Position and Investor Sentiment - There is a split among investors, with bullish investors optimistic about D-Wave's technological advancements, while bearish investors express concerns about the company's ability to sustain profitability and market excitement [1][3]. - The company's customer base grew, but it still only had 133 customers at the end of the quarter, and bookings decreased by nearly two-thirds year-over-year to $1.6 million [11]. Analyst Ratings and Price Targets - Following the earnings report, analysts from Benchmark and Needham & Co. raised their price targets for D-Wave, with a consensus price target of $10.17, indicating a potential downside of 7.23% from the current price [12]. - D-Wave's stock price currently exceeds analyst predictions, suggesting limited short-term upside potential [12].

Company Overview - D-Wave Quantum Inc. currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - The company has shown significant price increases, with shares up 40.2% over the past week and 52.71% over the past month [6] - Over the last quarter, shares have risen 68.29%, and over the past year, they have increased by 682.48% [7] Industry Comparison - The Zacks Internet - Software industry has only increased by 1.33% over the past week and 14.73% over the past month, indicating D-Wave's strong performance relative to its peers [6] - In comparison, the S&P 500 has moved -3.09% over the past quarter and 13.39% over the past year, further highlighting D-Wave's outperformance [7] Trading Volume - D-Wave's average 20-day trading volume is 43,378,424 shares, which is considered a bullish sign given the rising stock price [8] Earnings Outlook - Over the past two months, 2 earnings estimates for D-Wave have moved higher, while none have moved lower, resulting in an increase in the consensus estimate from -$0.25 to -$0.21 [10] - For the next fiscal year, 2 estimates have also moved upwards with no downward revisions [10] Conclusion - Considering the strong momentum indicators and positive earnings outlook, D-Wave Quantum Inc. is positioned as a promising investment opportunity [12]

Core Viewpoint - D-Wave Quantum Inc. is positioned for significant growth and potential profitability in the quantum computing sector, driven by impressive earnings results and technological advancements [1][2]. Financial Performance - D-Wave's first-quarter loss decreased to $5.4 million from $17.3 million year over year, indicating improved financial health [2] - Revenues for the first quarter reached $15 million, a 509% increase from $2.5 million a year earlier, surpassing analysts' expectations of $10.5 million [2] Technological Advancements - D-Wave set a new revenue record by selling a $12.2 million quantum computing system to Germany's Jülich Supercomputing Centre, demonstrating the practical superiority of quantum computing [3] - The Advantage2 system can solve complex problems in 20 minutes, a task that would take supercomputers nearly 1 million years, showcasing D-Wave's technological edge [4] Market Position and Growth Potential - D-Wave has a strong cash balance of $304.3 million and notable customers like NTT Docomo and Mastercard, positioning the company for future profitability and expansion [5] - The superconducting quantum chip market is expected to grow at a CAGR of 17.2% from 2025 to 2034, indicating a favorable market environment for D-Wave [7] Investment Outlook - D-Wave's reduced losses and record revenues suggest positive long-term prospects, making it an attractive investment opportunity [6] - The stock is currently trading above both the short-term 50-day moving average and long-term 200-day moving average, indicating a bullish trend [8]