I admit it. I completely missed the monster move in quantum computing stocks when Google and Amazon announced breakthroughs in the field a few months back. Quantum computing has been lurking in the background for years; the nerdy dream of physicists and engineers, neverClem Chambers is CEO of Online Blockchain plc, and founder of the upcoming financial information website aNEWfn.com. He is also the author of Amazon No.1 Bestsellers: 101 Ways to Pick Stock Market Winners, and Trading Cryptocurrencies: A Begi ...

Quantum computers hold the potential to evolve artificial intelligence (AI) and the broader computing industry to unprecedented heights. The properties of quantum mechanics enable these devices to execute complex calculations beyond the abilities of the most powerful supercomputers. Among the businesses racing to capture a piece of this market is pure-play quantum company Rigetti Computing (RGTI 1.56%) and tech goliath Microsoft (MSFT 0.89%). Many avenues exist to pursue quantum technology, and these two ar ...

Quantum Corporation (QMCO) recently announced that Canal 13, one of Chile’s premier broadcasters, has implemented a fully integrated content storage and management solution powered by Quantum’s Myriad and ActiveScale platforms. This deployment marks a significant step in modernizing Canal 13’s media infrastructure by eliminating storage silos and unifying production and archival systems into a streamlined, scalable and resilient workflow.Canal 13 sought to simplify its fragmented storage landscape while opt ...

Core Insights - D-Wave Quantum has experienced significant stock growth, rising 50% since March 23, attributed to high revenue growth and improved margins in Q1 2025 [2][4] - The company has shifted its business model from renting quantum computing access to selling quantum systems, leading to a substantial increase in revenue [5][6] Financial Performance - In Q1 2025, D-Wave reported a revenue increase of 509% to $15 million, surpassing analyst expectations by $4.5 million [5] - The operating loss decreased by 69% to $5.4 million, despite a 31% rise in operating expenses [5] Business Model Shift - The sale of a quantum computing system to Germany's Jülich Supercomputing Centre marked a pivotal change in D-Wave's business model, moving from services to hardware sales [6] - This transition allows for quicker revenue recognition compared to the longer sales cycles associated with service-based models [6] Technological Advancements - D-Wave claims to have achieved quantum supremacy, completing complex simulations significantly faster than traditional supercomputers [8][9] - The technology has garnered interest from supercomputing centers and national labs globally, indicating a growing recognition of D-Wave's capabilities [10] Customer Applications - Notable clients include Mastercard and NTT Docomo, with applications demonstrating measurable business value, such as optimizing cell tower resources and reducing scheduling efforts [10][12][13] - D-Wave's technology reportedly uses significantly less energy for blockchain mining compared to traditional methods [14] Market Outlook - D-Wave has a strong sales pipeline with interest from larger organizations, including Forbes Global 2000 companies, although longer procurement processes may extend sales cycles [16] - The company holds $304 million in consolidated cash, indicating a solid financial position for future growth [11] Competitive Landscape - The entry of larger companies like Nvidia into the quantum computing market poses potential risks for D-Wave, as they may develop superior systems that could attract D-Wave's customers [15][18] - Current market analysis suggests D-Wave's stock is fairly valued, with an average price target of $12.83, indicating a modest upside potential [18]

Company Overview - D-Wave Quantum has emerged as a leader in the quantum computing industry, driven by strong demand for its technology and a growing number of commercial applications [1][4] - The company has achieved a remarkable 705% stock return over the past year, reflecting investor optimism about its future prospects [1] Technology and Innovation - D-Wave's quantum annealing technology is particularly effective for solving optimization problems in various fields, including logistics, drug discovery, and financial modeling [5] - The fifth-generation Advantage2 system demonstrated the ability to solve a simulation in minutes that would take a classical supercomputer nearly 1 million years, showcasing the practical advantages of D-Wave's technology [5][6] Customer Base and Revenue Growth - D-Wave currently serves 133 customers, including major commercial organizations, research institutions, and government entities, through a cloud-based quantum computing as a service (QCaaS) platform [7] - In Q1, the company reported revenue of $15 million, a 509% year-over-year increase, primarily due to the delivery of an Advantage system [8] - Full-year revenue is projected to reach $24.4 million, representing a 176% increase from $8.8 million in 2024 [9] Financial Position - D-Wave's balance sheet shows a cash position exceeding $300 million, providing sufficient liquidity for operations and expansion [9] Future Outlook - The company aims to refine its annealing technology to over 100,000 qubits and expand its customer base into the next decade [10]

Group 1 - Quantum Computing (NASDAQ: QUBT) released Q1 earnings after market close on May 15th, with little change observed in overall performance [1] - The earnings call was led for the first time by interim CEO Yuping Huang [1] Group 2 - The analysis approach focuses on value investing, an owner's mindset, and a long-term horizon [1]

Company Overview - Rigetti Computing is involved in building and operating quantum computing systems, having designed the first multichip quantum processor and offering cloud-based quantum computing services [7] - The company reported disappointing financial results for the first quarter, with revenue plunging 51% to $1.5 million and a non-GAAP net income of -$0.08 per diluted share [7] - Rigetti's net cash used in operations was -$13.6 million, and Wall Street expects the company to continue losing money through at least 2028 [7] Analyst Ratings and Market Sentiment - All six analysts following Rigetti have a "buy" rating, with target prices ranging from $14 to $16 per share, indicating an upside of 21% to 39% from the current price of $11.50 [2] - Despite the positive ratings from analysts, the significant sale of shares by hedge fund billionaire Israel Englander, who reduced his stake by 80%, raises questions about the stock's future [1][2] - The stock experienced a dramatic increase, reaching $20 per share early in the first quarter, representing a 90-day gain of 2,500%, which may have prompted Englander to take profits [8] Quantum Computing Market Insights - The quantum computing market is projected to grow at an annual rate of 20% through 2030, with total spending expected to reach $4.2 billion [10] - In comparison, the cloud computing market is also expected to grow at 20% annually but will total $2.4 trillion, making it approximately 570 times larger than the quantum computing market by the end of the decade [10] - Quantum computers are particularly suited for complex problems involving many variables, such as drug discovery and supply chain optimization, but will not replace classical computers for most tasks [3][4] Valuation Concerns - Rigetti currently trades at an extremely high valuation of 290 times sales, compared to cloud computing company Cloudflare, which trades at 30 times sales [11] - The high valuation raises concerns that investors may be overly optimistic about Rigetti's prospects in the quantum computing industry [9][11]

D-Wave Quantum Inc. (QBTS) is making major waves this month. The stock has skyrocketed 59.6% so far in May, significantly outperforming the broader Internet Software industry’s 16.2% and the S&P 500’s 5.7% gains. The company also outperformed other prominent players in quantum computing, like Rigetti Computing (RGTI) and IonQ (IONQ) , which rose 30.1% and 18.5%, respectively, during the same period.This rally has been fueled largely by solid first-quarter 2025 financial results and significant technological ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Core Viewpoint - MicroCloud Hologram Inc. has developed a neural network-based quantum-assisted unsupervised data clustering technology that integrates classical self-organizing feature map (SOM) neural networks with quantum computing capabilities, enhancing data clustering efficiency in an unsupervised manner [1][4][11] Group 1: Technology Overview - The Self-Organizing Feature Map (SOM) is an unsupervised learning model used for data clustering, dimensionality reduction, and data visualization, mapping high-dimensional data to a low-dimensional space [2] - Traditional SOM algorithms face challenges in computational complexity and storage when handling massive datasets [3] - The Quantum-Assisted Self-Organizing Feature Map (Q-SOM) model leverages quantum computing to accelerate weight adjustment and data mapping processes, allowing for faster processing of larger datasets [4][5] Group 2: Advantages of Quantum-Assisted Technology - Quantum computing enhances computational efficiency through parallel processing, significantly reducing time costs associated with clustering computations, especially for large-scale data [7] - The quantum-assisted algorithm can handle higher-dimensional data more effectively, reducing complexity in high-dimensional computations [8] - Compared to classical methods, quantum computing offers higher accuracy and stability in solving nonlinear and complex problems, avoiding local optima issues [9] Group 3: Applications and Future Potential - The technology is applicable not only for data clustering but also in fields such as image processing, natural language processing, and financial data analysis, with potential for broader industry applications as quantum technology advances [10][12] - The integration of quantum computing and machine learning is expected to transform data processing methods across various industries, particularly in big data, artificial intelligence, and financial technology [11][12] - Continuous development in quantum computing is anticipated to unlock new potential in fields requiring high computational speed and precision, such as drug discovery and climate change prediction [12][13]