Core Insights - Thryve Wealth Management has launched with $270 million in managed assets after spinning out from Strive Asset Management, co-founded by Vivek Ramaswamy [1][2] - The firm aims to differentiate itself through a focus on future investments, particularly in artificial intelligence, quantum computing, and digital currencies [2] - Thryve's client portfolios emphasize "American exceptionalism" and include advanced strategies for digital currencies [4] Company Overview - Thryve is led by CEO Gary K. Dorfman, who emphasizes an entrepreneurial spirit and minimal bureaucracy [5] - The firm was previously part of Strive Asset Management's RIA business and is now fully independent [2] - Ramaswamy, while no longer running Strive, retains an advisory role and is the majority shareholder [6] Investment Strategy - Thryve's approach contrasts with traditional portfolio models, focusing on long-term value creation rather than just assets under management [5] - The firm aims to attract investors interested in innovative financial strategies, particularly in the context of emerging technologies [2][4]

Core Viewpoint - Dell's stock has seen significant gains following analysts raising their price targets and long-term guidance, indicating strong market confidence in the company's future performance [1][2][17]. Company Performance - Dell's shares are up 8.5% on the day and have gained over 15% for the week, with a remarkable increase of more than 40% in 2025 [1][2]. - The company has outperformed competitors in the personal computer market, showing a 34% increase over the past year, while HP struggles [4][5]. Analyst Activity - Major financial institutions including Mazuo, Citigroup, Goldman Sachs, JP Morgan, Wells Fargo, and Bernstein have raised their price targets and maintained a buy or overweight rating on Dell shares [1]. - Analysts attribute Dell's growth to its strong position in the storage space, which is benefiting from the AI and quantum computing boom [5][7]. Market Trends - The tech sector, including Dell, has rebounded significantly after lows caused by tariff news, with Dell being a standout performer compared to other PC makers [4][6]. - The demand for computing power driven by AI is a key factor in Dell's positive outlook, as highlighted by CEO Michael Dell [7][8]. Options Activity - Options trading volume for Dell has increased significantly, with about 98,000 contracts traded, 64% of which were calls, indicating bullish sentiment [13][14]. - The expected price movement for Dell over the next nine days is projected at a plus 11.5% dollar move, aligning with key support and resistance levels [15][16].

Group 1: Meme Stocks and ETFs - The launch of a new meme ETF in November 2023 marks a resurgence of interest in meme stocks, reminiscent of the initial frenzy in early 2021 with GameStop and AMC [2][3] - The meme index had previously declined by approximately 80% since the ETF's initial launch in December 2021, but has since rebounded by about 100% [2][3] - The new meme ETF includes a different selection of stocks, notably incorporating quantum computing companies, indicating a shift in the types of meme stocks being favored [3] Group 2: Market Sentiment and Performance - There is significant dispersion in market performance, with meme and retail-favorite stocks performing well, while sectors tied to the real economy, such as restaurants, are struggling [5][6] - The relative performance of consumer-facing sectors, including airlines and home builders, suggests that the overall consumer health may not align with the optimistic market sentiment [6] Group 3: Gold Market Analysis - Gold prices have recently surged, reaching above $4,000, with the current price being about 26% above its 200-day moving average, a level not seen in the last 15 years [7][8] - Historical data indicates that similar price spreads have led to significant pullbacks or pauses in the past, suggesting caution for investors at this time [8][9] - Extreme trading volume in the GLD ETF indicates heightened activity, typically associated with upward movements in gold prices, but also suggests potential for a market correction [9]

Market Overview - The Federal Open Market Committee minutes indicate a high likelihood of interest rate cuts at the end of the month, exceeding 90% [1] - The S&P and NASDAQ are currently at all-time highs, reflecting a strong market momentum despite existing risks and high valuations [2][3] Retail Investor Dynamics - Retail investors have significantly increased their market participation, effectively doubling since the pre-COVID period, becoming a structural force in equity markets [5][6] - The rise of meme stocks, exemplified by companies like GameStop and AMC, has shifted retail investor focus towards stocks with high volatility and potential for rapid price movements [4][6] ETF Launch and Strategy - Roundhill Investments launched the Round Meme ETF (ticker: MEME) to provide investors access to a basket of meme stocks, actively managed to capture high beta and volatility opportunities [7][8] - The ETF will rebalance its portfolio weekly, allowing for dynamic adjustments based on retail investor interest and market trends [9][10] Portfolio Composition - The ETF includes stocks from various sectors, such as quantum computing, AI, and crypto-adjacent companies, reflecting current retail demand [10][11] - Notable stocks in the ETF include Open Door, Plug Power, and Applied Digital, chosen for their traction among retail investors [12][14] Investment Approach - The ETF is designed to harness the influence of retail investors, aiming to identify stocks likely to benefit from retail momentum [15] - It is an actively managed fund with no leverage, allowing investors to use it as a hedge or a satellite position for potential excess returns [15]

We recently published 10 Hot Stocks Sparking Buying Frenzy. BTQ Technologies Corp. (NASDAQ:BTQ) is one of the best performers on Tuesday. BTQ Technologies soared to a new all-time high on Tuesday, jumping 51.54 percent to finish at $13.79 apiece as investors cheered the inclusion of two key executives expected to help support the company’s quantum computing plans. During the session, BTQ Technologies Corp. (NASDAQ:BTQ) soared to its highest price of $14.38 before trimming gains to end the day up 51.54 pe ...

Core Viewpoint - The resurgence of meme stocks, particularly through the relaunch of Roundhill Investments' ETF, highlights the ongoing influence of retail investors in the market, with Opendoor Technologies as a key holding in this new fund [1][6]. Group 1: Retail Investor Influence - Retail investors now account for nearly 21% of total trading volume, a decrease from a peak of 25% during the meme stock craze in 2020-2021, but still more than double the levels seen in 2010 [2][6]. - The CEO of Roundhill Investments noted that retail investors have become a permanent force in the market, indicating a shift in market dynamics [2]. Group 2: Opendoor Technologies - Opendoor's stock has increased approximately 480% this year, driven in part by retail traders on social media who advocated for leadership changes within the company [3][6]. - The company is positioned as a top holding in the newly relaunched meme stock ETF, which suggests a strong retail interest in its stock [1][6]. Group 3: New Meme Stock ETF - The new meme stock ETF includes high-tech companies like Plug Power and Rigetti Computing, both of which have seen significant stock price increases, with Rigetti surging nearly 6,000% over the last 12 months [5][7]. - The ETF aims to capitalize on retail enthusiasm and may serve as a hedge against short selling, reflecting a strategic approach to the current market environment [4][6]. Group 4: Market Sentiment and Historical Context - The launch of another meme stock ETF may signal exuberance in the broader stock market, reminiscent of previous market peaks before downturns [11]. - Historical patterns suggest that the presence of meme stocks can be indicative of market sentiment, as seen with the previous Roundhill ETF that included both meme stocks and companies with strong fundamentals [9].

Rigetti Computing Inc. (NASDAQ:RGTI) is sitting on a war chest of roughly $571 million. Still, investors are left wondering: Is this enough to push the company to quantum advantage, or merely a pause before the next fundraising round? In an exclusive email interview, CEO Subodh Kulkarni told Benzinga that the company has "sufficient cash resources to meet our anticipated operating cash needs for at least the next 12 months, and most likely for a much longer period of time."Track RGTI stock here.That confide ...

Core Insights - IonQ's growth strategy is centered on an accelerated technology roadmap and vertical integration across quantum modalities, achieving a record Algorithmic Qubit score of 64 on its fifth-generation IonQ Tempo system, setting a new industry benchmark for quantum computational performance [1][9] Technology and Performance - At AQ 64, IonQ's systems can evaluate over 18 quintillion possibilities, significantly outperforming competitors like IBM in optimization, simulation, and AI/ML workloads, indicating readiness for commercial quantum advantage in applications such as energy grid optimization and computational drug discovery [2] - IonQ targets 800 logical qubits by 2027 and 80,000 by 2030, supported by proprietary trapped-ion technology and a patent portfolio exceeding 1,000 issued and pending patents [4][9] Strategic Acquisitions - IonQ's profitability is bolstered by targeted acquisitions, including Vector Atomic, which enhances its technological and commercial reach in high-value markets such as defense, aerospace, and energy, with Vector Atomic's technology promising a 1,000x improvement in GPS accuracy [3] - The acquisition strategy also includes Oxford Ionics, Lightsynq, Capella Space, Qubitekk, and a majority stake in ID Quantique, creating an integrated ecosystem across quantum computing and precision sensing [4] Market Position and Financials - IonQ shares have increased by 80.1% in the past 30 days, outperforming the Zacks Computer - Integrated Systems industry [8] - The forward 12-month price/sales ratio for IonQ is 89.26, significantly above the industry average, indicating a premium valuation [10] - The Zacks Consensus Estimate for IonQ's 2025 loss per share remains unchanged at 97 cents, reflecting an improvement from the previous year's loss of $1.56 per share [11]

Core Insights - The period of 2024-2025 is marked as a pivotal moment for quantum computing, characterized by significant advancements that bridge the gap between quantum theory and practical applications [2][45] Breakthroughs in Error Correction - Google's Willow chip achieved a significant milestone by halving the error rate with each increase in qubit arrays, demonstrating "below threshold" performance, a long-sought goal in quantum error correction [5] - Microsoft's collaboration with Quantinuum resulted in an 800-fold reduction in quantum error rates through "qubit virtualization," showcasing a shift from combating errors to managing them [6] - By November 2024, Microsoft and Atom Computing entangled 24 logical qubits, demonstrating coherence across a large network of logical units [8] Hardware Innovations - The quantum computing landscape is diversifying beyond superconducting circuits, with photonic quantum computing emerging as a notable alternative, exemplified by PsiQuantum's Omega chipset achieving 99.98% fidelity for single-qubit operations [10] - Neutral atom quantum computing, led by Atom Computing, allows for high connectivity and packing of qubits in smaller spaces [11] - IBM's roadmap includes the development of a fault-tolerant quantum computer named Quantum Starling, targeting 100 million quantum operations with 200 logical qubits by 2029 [13][14] Practical Applications - Drug discovery is highlighted as a promising application, with PolarisQB using D-Wave's systems to compress timelines from years to weeks, analyzing billions of compounds [18] - Terra Quantum achieved 97% accuracy in identifying viable liver transplants using a hybrid quantum neural network [20] - Quantum technology is also being explored for military applications, with DARPA investing over $100 million in quantum sensors for defense purposes [22] Investment Trends - Venture capital funding for quantum computing surged to $2.6 billion in 2024, a 58% increase from 2023, indicating a shift towards commercialization [25] - Global quantum industry revenue reached $1.45 billion in 2024, with projections exceeding $2 billion for 2025 [26] - Hardware companies received the majority of funding in early 2025, reflecting growing confidence in the maturity of quantum hardware [27] Market Reactions and Criticism - Nvidia's CEO Jensen Huang's comments at CES 2025 led to a significant drop in quantum computing stocks, suggesting skepticism about the timeline for practical quantum computers [28] - Quantum computing CEOs countered these claims, emphasizing the real-world applications of their technologies [29][30] Hybrid Computing Future - Microsoft's Azure Quantum Elements platform exemplifies a hybrid approach, combining quantum and classical computing to leverage their respective strengths [31] - This hybrid model allows for specialized quantum processors to work alongside classical systems, optimizing performance for specific problems [33] Overall Progress and Future Outlook - The quantum computing field is experiencing consistent progress across multiple fronts, including hardware improvements, error correction breakthroughs, and emerging applications [41][43] - The timeline for achieving quantum milestones is becoming clearer, with IBM and PsiQuantum setting ambitious targets for the coming years [38] - The quantum computing industry is transitioning from a research focus to a competitive technology landscape, with commercial sales reaching $854 million in 2024, a 70% increase from 2023 [40]

Core Insights - Planet Ventures Inc. has made a strategic investment in SuperQ Quantum Computing Inc. to accelerate the evolution of quantum computing and capture early market leadership in this transformative industry [1] Company Overview - SuperQ Quantum Computing Inc. is emerging as a significant player in the quantum and hybrid computing space with its flagship product, Super™, which integrates quantum annealing, gate-based quantum computing, and high-performance classical computing into a unified platform [2][10] - The company aims to democratize quantum and supercomputing, enabling organizations and researchers to deploy advanced optimization and simulation workloads [10] Market Opportunity - The quantum computing market is projected to grow from USD 3.52 billion in 2025 to USD 20.20 billion by 2030, at a compound annual growth rate (CAGR) of 41.8% [4] - McKinsey forecasts that by 2035, quantum computing could have a market value between USD 28 billion and USD 72 billion, with broader quantum technologies potentially reaching nearly USD 100 billion [4] Commercialization and Partnerships - SuperQ is entering the commercial realm with early traction and validated use cases, including its first revenue deal for deploying quantum-powered robotic motion planning in agriculture [3][7] - The company has launched initiatives in India to establish a national network of "Quantum Super Hubs" and has formed multiple strategic partnerships [7] Investment Details - Planet Ventures currently owns 600,000 shares of SuperQ at a cost of $0.30 per share and 500,000 warrants priced at $1.50 per share, expiring on March 18, 2026 [8]