Core Insights - Quantum computing is anticipated to be a transformative technology trend in the coming decade, with significant implications for artificial intelligence and cryptography [1] - D-Wave Quantum is highlighted as a leading investment opportunity within the quantum computing sector, despite the speculative nature of the technology [2] Company Overview - D-Wave Quantum is recognized as a promising pure-play in the quantum computing market, but investing in such companies carries a high level of risk [3] - The company's revenue for Q3 was reported at $3.7 million, a substantial increase from $1.9 million in the same quarter the previous year, while the bottom-line loss rose to $140 million, an increase of $117.3 million from the prior year [4] Financial Metrics - D-Wave has a market capitalization of approximately $9 billion, with a current stock price of $3.65, reflecting a valuation of about 309 times this year's expected sales [6] - The company has a gross margin of 82.82%, indicating strong potential for profitability in the long term [6] Competitive Landscape - D-Wave faces competition from major technology companies such as Alphabet, Microsoft, and Nvidia, which could impact its market position if they achieve superior advancements in quantum technology [7] Investment Considerations - D-Wave is characterized as a high-risk investment with the potential for significant returns if the company achieves breakthroughs in quantum computing [8] - The stock is suggested to be suitable primarily for investors with a high risk tolerance, as it could yield substantial returns if D-Wave maintains its leadership in the quantum tech space [8]

-1 工业现实。建议20岁青年敢走潮流前沿,不在乎金 钱、指标,试验假设是财富。 华为是搞技术的公 司,内部"科学家"是职务分类,不对应社会标 准。人工智能在华为重要,但当前CT更关键,先进 网络是AI智能实现的基础。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 和而不同 迅达天下 【12月5日，ICPC北京总部官网发布任正非与ICPC相关人员对话纪要】对话围绕AI未来、教育本质与 青年成长展开，部分观点如下： 华为研究着眼未来3 - 5年，关注大模型等在工农业、科技产业的应 用，解决生产与消费实际问题。 任正非认为未来会算力过剩，做模型者无需担忧模型对社会的作用。 计算机时代，女性与男性在轻体力、脑力劳动中无本质区别，都适合参与科技领域。 AI重在应用，发 明AI的IT公司对人类贡献2%，产业应用贡献达98%。 教育应因材施教，能摸高的青年要走到最高点， 从高往低发展更容易。 量子用于计算机迟早能实现，华为无力承担研究，可能会购买相关成果。 学校 做"0 - 1"研究创新，培养人才；企业将学校理论转化为工业现实。 建议20岁青年敢走潮流前沿，不在乎 金钱、指标，试验假设是财富。 ...

Core Insights - Rigetti Computing has seen a significant stock price increase of 855% this year, attracting substantial investments from major firms like American Assets Investment Management, Vanguard Group, and BlackRock [2][3] - Despite the stock's performance, Rigetti's business fundamentals are deteriorating, with a 43% decline in trailing-12-month revenue compared to 2022 and annual losses exceeding $350 million [6][5] Group 1: Stock Performance - Rigetti Computing's stock has risen 855% this year, outperforming other quantum computing stocks [2] - The stock is currently priced at $30.06, with a market capitalization of $9 billion [4][5] Group 2: Insider Buying - Major investment firms have increased their stakes in Rigetti, with American Assets holding 2.6%, Vanguard at 9.9%, and BlackRock at 6.4%, collectively controlling nearly 20% of the shares [3][2] - These firms began purchasing Rigetti stock earlier this year, indicating strong insider confidence despite the stock's high valuation [3] Group 3: Financial Performance - Rigetti's sales have decreased by 43% from 2022 levels, and the company has experienced a fivefold increase in annual losses over the past three years [6][5] - Analysts predict that Rigetti will continue to incur losses for at least the next five years, raising concerns about the sustainability of its stock price [6]

Core Viewpoint - China is rapidly advancing in the quantum computing race, potentially catching up to the U.S. [1][3] Company Summary - IonQ Inc's shares increased by 12.5% to $6.11, with a market cap of $17 billion [2] - The stock's 52-week range is between $17.88 and $84.64, indicating significant volatility [2] - The recent rally in quantum stocks was initially sparked by rumors of potential direct investments from the Trump administration [2] Industry Summary - John Martinis, a Nobel Prize winner, expressed concerns that the U.S. is only "nanoseconds ahead" of China in quantum computing [3] - The U.S. administration is shifting focus to quantum technology after prioritizing artificial intelligence [3] - Despite advancements, quantum computing remains largely in the research phase, with uncertainties about its practical applications compared to classical systems [5]

Key Takeaways IONQ stock fell 12.2% over 30 days, lagging its industry's 7.1% drop and the S&P 500's 1.1% gain.IonQ posted record Q3 contracted bookings and expanded federal and enterprise engagements.IONQ holds $3.5B in cash with no debt, giving it a major edge for M&A, R&D and global expansion.IonQ’s (IONQ) stock stumbled over the past 30 days, sliding 12.2% even as the S&P 500 edged up 1.1%. However, many market watchers see this pullback as a healthy correction after the outsized rally earlier in 2025. ...

Core Viewpoint - Quantum stocks are showing signs of recovery after a significant correction, with IonQ, Rigetti Computing, and D-Wave Quantum experiencing bullish momentum and breaking higher on increased volume [1][3][13]. Group 1: Market Context - The selloff in quantum stocks was triggered by fears of a broader collapse in AI stocks, leading to a risk-off behavior in the market [2]. - Some quantum stocks experienced declines of up to 65% from their October highs, indicating a dramatic reset after a strong performance earlier in the year [2]. - The recent pullback is viewed as a necessary shakeout for late-to-enter traders, allowing for a potential rebound as speculative appetite returns [2][3]. Group 2: Company Performances - **IonQ**: - IonQ is recognized as the leader in the quantum sector, with the largest market capitalization and significant annual revenue [5]. - The stock surged nearly 12% in a single session after a period of consolidation, indicating a strong technical breakout [5][6]. - Maintaining above the breakout zone is crucial for continued positive momentum, with pullbacks into this region seen as favorable entry points [6]. - **D-Wave Quantum**: - D-Wave has shown one of the strongest rebounds, recovering from a more than 60% drop during the selloff [8]. - The stock has formed a tight base and is positioned for further gains as long as it holds above recent breakout levels [9]. - **Rigetti Computing**: - Rigetti's stock has mirrored the broader sector's trends, with a significant pullback followed by a breakout above resistance [11]. - The reclaiming of key levels is a positive sign, and if it remains above the breakout point, momentum could continue to rise [11][12]. Group 3: Investment Considerations - Quantum stocks are still considered highly speculative, but the technical outlook has improved significantly across the sector [13]. - All three companies have reclaimed key levels and attracted renewed buying interest, suggesting a potential new upward trend in quantum computing [13][14]. - While volatility remains high, the recent market shakeout has reset sentiment, creating cleaner setups for investors willing to take on higher-risk opportunities [14].

QBTS Stock surges in 2025 as quantum computing gains investor momentum.SOPA Images/LightRocket via Getty ImagesD-Wave Quantum (QBTS) stock has declined by 24.2% over the past 21 trading days. This recent downturn underscores renewed worries regarding D-Wave’s speculative valuation along with ongoing operating losses. However, significant drops like this often prompt a more challenging inquiry: is this weakness a temporary issue, or is it indicative of deeper flaws in the company’s situation?Before evaluatin ...

UKRAINE - 2022/02/09: In this photo illustration, D-Wave Systems Inc. logo of a Canadian quantum computing company is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesD-Wave Quantum (QBTS) stock has declined by 24.2% over the past 21 trading days. This recent downturn underscores renewed worries regarding D-Wave’s speculative valuation along with ongoing operating losses. However, significant drops like this of ...

We came across a bullish thesis on International Business Machines Corporation on Uncle Stock Notes. In this article, we will summarize the bulls’ thesis on IBM. International Business Machines Corporation's share was trading at $308.58 as of November 28th. IBM’s trailing and forward P/E were 36.78 and 25.13 respectively according to Yahoo Finance. ServiceNow Inc.’s (NOW) Sustainable Growth Trajectory and Pipeline Strength Impresses BMO Capital Photo by Caspar Camille Rubin on Unsplash International Bus ...

Evercore ISI initiated coverage on its first quantum computing company, D-Wave Quantum (QBTS), with an outperform rating. D-Wave stock has advanced 206% in 2025, tops among quantum computing stocks. Evercore ISI analyst Mark Lipacis set a price target of 44 on D-Wave stock in a report published late Wednesday. "We think investors win three ways with D-Wave," Lipacis said in… ...