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 ...

Core Points - A federal judge has allowed Danish renewable energy company Orsted to resume construction on the Revolution Wind offshore wind farm, which had been previously blocked by the Trump administration [1][2] - The Revolution Wind project is fully permitted and over 80% complete, with the capacity to provide power for more than 350,000 homes [2] Summary by Sections Legal Developments - The Interior Department ordered Orsted to halt construction on August 22, citing regulatory concerns [2] - Orsted and its partner Skyborn argued that the Interior's order was arbitrary, capricious, unlawful, and issued in bad faith, leading them to seek an injunction from the U.S. District Court [2] - The judge granted the injunction request, but a full opinion on the matter has yet to be filed [2]

Shares of the Hoboken, N.J.-based company fall sharply after the company unveils a $500 million private placement. ...

Company Overview - Quantum Corporation (NASDAQ: QMCO) was founded in 1980 and quickly became a leader in the market for 5.25-inch hard drives, maintaining its presence in the hard drive industry [1] Analyst Background - Ian Bezek, a former hedge fund analyst at Kerrisdale Capital, has spent a decade conducting on-the-ground research in Latin America, focusing on markets such as Mexico, Colombia, and Chile [2] - Bezek specializes in identifying high-quality compounders and growth stocks at reasonable prices in the US and other developed markets [2]

01 Quantum Along with qLABS and DeFi Development Corp to Host Crypto Treasury Summit at TOKEN2049 SingaporeSeptember 22, 2025 8:00 AM EDT | Source: 01 Quantum Inc.Toronto, Ontario--(Newsfile Corp. - September 22, 2025) - 01 Quantum Inc. (TSXV: ONE) (OTCQB: OONEF) ("01 Quantum"), one of the first-to-market, enterprise level cybersecurity provider for the quantum computing era, announces that Andrew Cheung, CEO, will be presenting at a TOKEN2049 side-event in Singapore on September 30, 2025. The ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - The agreement on the "Technology Prosperity Agreement" between the UK and the US marks a new phase of cooperation in key emerging technologies, including AI and quantum technology, with over £31 billion committed by tech giants like Microsoft, NVIDIA, Google, and OpenAI to enhance AI infrastructure and quantum technology in the UK [2][4] - The agreement is expected to accelerate the development of quantum technology, suggesting a focus on the entire quantum technology supply chain, particularly leading companies in quantum computing and quantum communication [2][4] Summary by Relevant Sections Event Description - On September 16, the UK and the US reached an agreement on the "Technology Prosperity Agreement," indicating a generational cooperation in AI, quantum technology, and nuclear energy [4] Event Commentary - The agreement is anticipated to drive significant investment in quantum technology, with major companies like NVIDIA and Microsoft committing substantial resources to enhance the UK's AI and quantum computing capabilities [9] - The collaboration will elevate quantum technology to a national strategic level, emphasizing its importance in national security and economic prosperity [9] - The agreement is likely to lead to a multi-billion dollar investment in quantum technology, with specific commitments from major tech firms to develop advanced computing infrastructure [9]

Core Viewpoint - D-Wave Quantum Inc. is facing significant scrutiny regarding its technology's viability, with claims that its quantum annealer may not achieve competitive performance until 2054, raising doubts about its quantum advantage [1][2]. Performance Comparison - A benchmark study from the Jülich Supercomputing Centre indicates that D-Wave's technology is consistently outperformed by conventional solvers like VeloxQ, which utilize standard CPUs and GPUs [2]. - D-Wave's latest hardware has been reported to underperform against competitors such as Fujitsu's Digital Annealer and even free optimization software like Gurobi and CPLEX [4]. DARPA Initiative - The company reportedly did not qualify for the initial stage of DARPA's Quantum Benchmarking Initiative, suggesting a lack of a viable path for its technology to become useful [3]. Management Critique - Allegations have been made against D-Wave's management for misleading practices, including the promotion of a research paper on "Scaling Advantage" that was allegedly debunked shortly after publication [5]. Emerging Technologies - The analysis highlights the rise of new technologies, specifically "p-computers," which are claimed to be millions of times more powerful and efficient than D-Wave's offerings, indicating that D-Wave's technology may be obsolete [6]. Stock Performance - Despite the negative analysis, D-Wave's stock (QBTS) saw an increase of 11.91% on a recent Friday, closing at $26.88 per share, with a year-to-date increase of 179.71% and a staggering 2,886.67% rise over the year [7].

Core Insights - Krown Technologies and Quantum eMotion have successfully developed the Qastle Quantum-Safe Hot Wallet, marking a significant advancement in securing cryptocurrencies against current cyber threats and future quantum computing risks [1][3]. Group 1: Product Development - The Qastle Wallet integrates QeM's patented ultrafast Quantum Random Number Generator (QRNG) technology with Krown's blockchain security architecture, ensuring the generation of strong cryptographic keys resistant to both classical and quantum attacks [2]. - The wallet employs post-quantum encryption protocols, providing enhanced protection for digital assets during real-time transactions [2]. Group 2: Market Context - The global crypto wallet market was valued at USD 3.2 billion in 2024 and is projected to reach USD 33.6 billion by 2033, with a compound annual growth rate (CAGR) of nearly 30% [5]. - Hot wallets represent over half of this market, with revenues expected to grow from USD 1.5 billion in 2024 to over USD 5 billion by 2033, highlighting a significant opportunity for secure, quantum-safe solutions [5][6]. Group 3: Industry Challenges - Current blockchain networks rely on public key cryptography, which is vulnerable to quantum computing threats, necessitating a shift to quantum-safe encryption and true entropy generation to protect digital assets [4]. - Analysts warn of potential "harvest now, decrypt later" attacks, where encrypted data is captured today for future decryption when quantum computers become powerful enough [4].

Core Viewpoint - Quantum Computing Inc. has successfully entered into securities purchase agreements for an oversubscribed private placement, raising $500 million to support its growth initiatives and commercialization efforts [1][3]. Group 1: Offering Details - The private placement involves the sale of 26,867,276 shares of common stock, priced according to Nasdaq rules, and is expected to close around September 24, 2025 [1]. - The offering has attracted participation from large existing shareholders and a notable first-time investment from a global alternative asset manager [2][7]. - The total gross capital raised by the company since November 2024 will reach approximately $900 million following this offering [3]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized to accelerate commercialization efforts, pursue strategic acquisitions, expand sales and engineering personnel, and for general corporate purposes [2][3]. - The company aims to strengthen its financial position and execute its multi-year growth plan with the funds raised [3]. Group 3: Company Overview - Quantum Computing Inc. specializes in integrated photonics and quantum optics technology, providing affordable quantum machines and photonic chip production services [5]. - The company's products are designed to operate at room temperature and low power, targeting high-performance computing, artificial intelligence, and cybersecurity applications [5].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Quantum Corporation due to alleged misleading statements and improper revenue recognition, which have resulted in significant investor losses [4][6]. Group 1: Legal Investigation and Claims - Faruqi & Faruqi is encouraging investors who suffered losses exceeding $75,000 in Quantum Corporation between November 15, 2024, and August 18, 2025, to discuss their legal options [1]. - A federal securities class action has been filed against Quantum Corporation, with a deadline of November 3, 2025, for investors to seek the role of lead plaintiff [4]. Group 2: Financial Misconduct Allegations - The lawsuit claims that Quantum Corporation improperly recognized revenue for the fiscal year ended March 31, 2025, necessitating a restatement of previously filed financial statements for the fiscal third quarter ended December 31, 2024 [6]. - Quantum disclosed on June 30, 2025, that it would be unable to timely file its annual financial report due to a review of its accounting related to certain revenue contracts, leading to a stock price drop of $1.00, or 10.03%, closing at $8.97 per share [7]. - On August 8, 2025, Quantum announced that its third quarter 2024 financial statements should no longer be relied upon due to material weaknesses in internal controls, resulting in a revenue decrease of approximately $3.9 million and a stock price decline of $0.14, or 1.79%, to $7.66 per share [9]. - Following the announcement of the CEO's resignation on August 18, 2025, Quantum's stock price fell by $0.61, or 8.2%, closing at $6.83 per share [10].