Core Insights - Quantum computing is positioned to revolutionize the computing industry, with companies like IonQ representing compelling investment opportunities due to their innovative technologies [1]. Company Overview - IonQ is a leading pure-play quantum company utilizing ions for its quantum machines, contrasting with competitors that use superconducting qubits [2]. - The company aims to develop the next generation of the Internet and plans to be the first to deploy a quantum computer in space through its acquisition of Capella Space Corporation [3][5]. Technological Developments - IonQ is building a quantum computer network to enhance the collective power of quantum machines, which could address complex problems like energy grid improvements and new medicine development [6][7]. - The company is acquiring Lightsynq Technologies to extend the networking range of quantum devices through repeaters [7]. Financial Performance - IonQ has doubled its revenue annually since going public in 2021, but its revenue was flat at $7.6 million in Q1 2025 compared to the previous year [8]. - The company reported an operating loss of $75.7 million in Q1, a 43% increase from the prior year's loss, raising concerns about rising expenses without revenue growth [9]. - IonQ forecasts Q2 sales of at least $16 million, with full-year revenue expected between $75 million and $95 million, representing a minimum increase of 74% from 2024 [9]. Balance Sheet Strength - At the end of Q1, IonQ had total assets of $850.1 million, with $588.3 million in cash and equivalents, against total liabilities of $85 million, indicating a strong financial position [10]. Investment Considerations - Achieving forecasted sales could restore IonQ's historical growth rates, which is a positive indicator for potential investors [11]. - The company's high price-to-sales (P/S) ratio of 170 reflects its valuation concerns, especially for an unprofitable company [12][14]. - Recent stock price increases have been driven by optimistic sales forecasts, but investors should await Q2 results before making investment decisions [14].

Core Viewpoint - Artificial intelligence (AI) is significantly transforming the global economy, with quantum computing poised to enhance AI capabilities by addressing complex challenges and analyzing large datasets beyond classical computers' reach [1]. Group 1: Rigetti Computing - Rigetti Computing is leveraging qubits to harness quantum physics principles, enabling parallel processing that surpasses traditional computers [4]. - The company's 84-qubit Ankaa-3 system, set to launch in Q1 2025, is expected to revolutionize various fields including machine learning and cryptography, contributing to a remarkable 937% stock return over the past year [6][8]. - Rigetti's modular design allows for the combination of multiple quantum processing units (QPUs), potentially making it more versatile for AI applications compared to D-Wave Quantum [7]. - Despite financial losses and limited sales, with Q1 revenue at $1.5 million, projections indicate revenue growth from $8.8 million in 2025 to $23 million in 2026, amidst a quantum computing market expected to reach $90 billion to $170 billion by 2040 [8][9]. Group 2: D-Wave Quantum - D-Wave Quantum has a commercial lead with Q1 revenue of $15 million, a 509% increase year-over-year, driven by the delivery of its "Advantage" quantum computer system [10]. - The company has 133 customers, including major firms like Mastercard and Accenture, benefiting from its quantum computing as-a-service (QCaaS) model [11]. - D-Wave's stock has surged by 1,184% over the past year, but it trades at a high price-to-sales (P/S) ratio of 173, indicating a premium valuation compared to competitors like Nvidia [12]. - Investors optimistic about D-Wave's future in computing and AI may justify its high valuation, anticipating further upside [13]. Group 3: Investment Considerations - D-Wave Quantum is viewed as the better AI stock due to its growth momentum, but its high valuation makes it a speculative investment [14].

Shares of Quantum Computing (QUBT 15.62%) soared higher this week. The company's stock jumped 7.3% as of 1:09 p.m. ET on Friday, but gained as much as 9.8% earlier in the week. The rise comes as the S&P 500 (^GSPC -0.38%) lost 2.5% and the Nasdaq-100 lost 2.2%.A string of positive news from other quantum companies boosted the company's stock. This comes on the heels of the company's earnings release late last week that showed a profitable quarter.A new quantum computer and a bold vision is lifting all quant ...

Group 1 - D-Wave Quantum Inc. (QBTS) has experienced a significant increase of 167% over the past month, with its share price nearing $20 compared to approximately $7 at the end of April [2] - The recent surge in D-Wave's stock price is attributed to the introduction of Advantage2, which has contributed an additional 30% increase since Tuesday [2]

Not for the first time in their relatively brief existences, quantum computing stocks shot well higher in value on Thursday. That wasn't due to any fresh innovation, discovery, or major business move. Rather, it seemed to have more to do with some grand pronouncements by a single quantum company executive. Nevertheless, as a writer, I can confirm that words have power, and these were powerful enough to lift the sector as a whole. Industry standard-bearers Quantum Computing (QUBT 14.52%), Rigetti Computing ( ...

Melbourne, Victoria--(Newsfile Corp. - May 22, 2025) - Besra Gold Inc. (ASX: BEZ) ("Besra" or the "Company") is aware of certain information related to Besra and its business that was provided as part of a presentation (the Unauthorised Presentation) made on behalf of Quantum Metal Bullion Pty Ltd (Quantum Metal). Quantum Metal is a company associated with Dato Lim Khong Soon, a director of Besra.The Unauthorised Presentation, which the Company is aware has been presented several times online, contains:(a) ...

Since last Friday, shares of D-Wave Quantum (QBTS 24.22%) have rocketed nearly 52%, as of 12:17 p.m. ET Thursday. Earlier this week, the company announced general availability of its sixth-generation Advantage2 quantum computing system.High praise for D-Wave's latest systemSeveral companies have been working to bring quantum computing to the masses. Quantum computing, or super computers, use quantum mechanics to solve complex equations and problems much faster than a typical computer, and even surpass the s ...

Core Insights - D-Wave Quantum Inc. is a leader in the commercial quantum computing sector, uniquely developing both specialized quantum annealing systems and gate-model quantum computers [1] - The company's stock has seen a significant increase, with a 1100% rise over the past year, prompting investors to evaluate whether this is driven by speculation or solid fundamentals [2][3] - Recent advancements, including the launch of the Advantage2™ quantum computer, have contributed to the company's stock performance and technological standing [4][5] Financial Performance - D-Wave reported record revenue of $15.0 million for Q1 fiscal 2025, a 509% year-over-year increase, largely due to the sale of the Advantage system [6] - The company achieved a GAAP gross profit of $13.9 million and narrowed its net loss to $5.4 million, improving from a loss of $17.3 million a year earlier [6] - Year-end bookings for fiscal 2024 exceeded $23 million, a 120% increase over 2023, with Q4 bookings reaching at least $18 million, a 500% year-over-year increase [10] Technological Advancements - The Advantage2™ quantum computer features a 40% increase in energy scale and a 75% reduction in noise compared to its predecessor, enabling it to solve larger and more complex computational problems [4][5] - A peer-reviewed paper published in the journal Science validated D-Wave's quantum computational supremacy, showcasing its ability to solve a complex problem in minutes that would take classical supercomputers nearly a million years [8] Commercial Expansion - D-Wave's technology is being utilized in real-world applications, such as a hybrid-quantum application deployed by Ford Otosan to enhance manufacturing processes [9] - Partnerships with companies like Staque are leveraging D-Wave's technology for optimizing autonomous agriculture vehicles [9] Market Position and Outlook - D-Wave's leadership position, strong cash reserves, and expanding commercial and scientific traction position it well for future growth [13] - The company aims to balance on-premise sales with growth in its Quantum Computing as a Service (QCaaS) platform, anchored by the Advantage2 system [10] - Analysts have a Buy rating on D-Wave, but there are concerns about the path to sustained profitability and the integration of quantum solutions into enterprise workflows [11][12]

Core Viewpoint - BTQ Technologies Corp. has signed a Memorandum of Understanding (MOU) with Quandela SAS to explore the integration of quantum technologies into blockchain systems, specifically focusing on BTQ's Quantum Sampling Proof-of-Work (QSPoW) protocol, which aims to enhance energy efficiency and cryptographic security in blockchain validation [1][2][3] Group 1: Collaboration Details - The collaboration will investigate real-world applications of Quandela's photonic quantum computing platform and utilize its boson-sampling technology through the Perceval cloud platform [3][4] - BTQ and Quandela will analyze data performance in BTQ's QSPoW testnet and explore commercialization pathways based on the analysis outcomes [3][7] Group 2: Technology Overview - BTQ's QSPoW protocol replaces traditional Proof-of-Work systems by using boson sampling, which is more energy-efficient and secure against quantum threats [4][6] - The QSPoW protocol aims to create a quantum-safe store of value, addressing the vulnerabilities posed by quantum computing to digital assets like Bitcoin [4][6] Group 3: Future Prospects - Quandela will provide datasets for testing BTQ's QSPoW, including simulated quantum data and experimental results [7][8] - If performance benchmarks are met, the companies will explore commercialization opportunities, including the potential integration of Quandela's Belenos quantum processor into future blockchain systems [7][8]

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...