Core Insights - SuperQ Quantum Computing Inc. has engaged Winning Media LLC for digital marketing services to enhance market and brand awareness [1][2] - The agreement with Winning Media is effective from October 28, 2025, until December 1, 2025, with a fee of US$50,000 paid for the services [2] - SuperQ aims to position itself as a leader in quantum and supercomputing solutions for global organizations [4][5] Company Overview - SuperQ Quantum Computing Inc. is focused on enterprise transformation through quantum and supercomputing technologies [4] - The flagship Super™ platform is designed to provide advanced computational power that is intuitive and accessible for various sectors including finance, healthcare, and defense [5] - The company is headquartered in Canada and is expanding its presence internationally, particularly in the US, Middle East, and Asia [5]

Core Insights - Joby's stock has been stagnant recently, while investor interest has shifted towards sectors like quantum computing and nuclear energy [1] - Joby has shown strong performance in 2025, indicating potential growth despite current market conditions [1] Company Analysis - Narweena, an asset management firm, focuses on identifying market dislocations due to misinterpretations of long-term business prospects [1] - The firm aims to achieve excess risk-adjusted returns by targeting businesses with secular growth opportunities in markets with high entry barriers [1] - Narweena's investment strategy emphasizes company and industry fundamentals to uncover unique insights, with a preference for smaller cap stocks [1] Market Trends - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, differing from past trends [1] - Many industries may experience stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - The economy is increasingly influenced by asset-light businesses, leading to a declining need for infrastructure investments [1] - A growing pool of capital is competing for a limited number of investment opportunities, resulting in rising asset prices and compressed risk premiums over time [1]

Quantum Computing Challenges & Solutions - Quantum bits (Qbits) are fragile and sensitive to noise, limiting their stability to a few hundred operations, while solving meaningful problems requires trillions of operations [1] - Quantum error correction is crucial, involving adding extra entangled Qbits to measure and calculate errors without damaging the core Qbits [2] NVIDIA's Solution: NVQ Link & CUDAQ - NVIDIA introduces NVQ Link, an interconnect architecture directly connecting quantum processors with NVIDIA GPUs for quantum error correction [3] - NVQ Link facilitates the transfer of terabytes of data to and from quantum hardware thousands of times per second, essential for quantum error correction [3] - CUDAQ, NVIDIA's open platform for quantum GPU computing, enables researchers to perform error correction and orchestrate quantum devices and AI supercomputers [4] Future of Quantum Computing - Quantum computing will not replace classical systems but will integrate with them to form accelerated quantum supercomputing platforms [4]

Group 1 - Comstock Inc. will participate as a Silver Sponsor at the 51st Annual New Orleans Investment Conference from November 2-5, 2025, with CFO Judd B. Merrill presenting on November 3rd [1] - The New Orleans Investment Conference is a prominent event that gathers successful analysts, newsletter writers, and investors to explore major asset classes, including equities [2][3] - The conference has a rich history of featuring notable speakers, including former political leaders and economists, which adds to its prestige [4] Group 2 - This year's speaker lineup includes influential figures such as Robert Kiyosaki, Peter Schiff, and Mary Katharine Ham, indicating a diverse range of insights and expertise [5][6] - Comstock Inc. focuses on innovating and commercializing technologies for clean energy systems, particularly through the extraction and conversion of under-utilized natural resources into reusable metals [7]

Core Insights - D-Wave Quantum (QBTS) is set to report its Q3 2025 results on November 6, 2025, with optimistic investor sentiment driven by recent commercial successes and the launch of its Advantage2 quantum computer, which has enhanced system capabilities and customer interest [1][8] - The company's stock experienced a significant increase of 66.7% during the July-September quarter [1] Financial Performance - D-Wave has reported one earnings beat in the last four quarters, with an average negative surprise of 269.45% [2] - The Zacks Consensus Estimate for Q3 EPS remains unchanged at a loss of $0.07 per share, indicating a 36.4% improvement from the previous year's loss [4] - Q3 revenue is estimated at $3.12 million, reflecting a year-over-year growth of 66.8% [4] - For 2025, revenues are expected to increase by 181.5% year-over-year, with the bottom line improving to a loss of $0.24 per share from a loss of $0.75 a year ago [5] Market Developments - D-Wave has made significant strides in commercial progress, securing new customer wins in quantum sensing, cybersecurity, and AI, including a notable purchase order from a top 5 U.S. bank for quantum security [9][10] - The company has expanded partnerships with NASA and other global institutions, enhancing its market presence [8][11] Technology and Partnerships - Recent product launches include the EmuCore reservoir computing device, supporting machine learning research, and advancements in quantum-powered LIDAR data processing through NASA collaborations [11] - The operational photonic chip foundry in Arizona is ramping up production for various sectors, contributing positively to Q3 revenues [11] Operational and Financial Trends - In the last reported quarter, D-Wave's revenues were $61,000 with a gross margin of 43%, while operating expenses reached $10.2 million, leading to a net loss of $36.5 million [12] - Total assets increased to $426.1 million, with cash holdings rising to $348.8 million after a $188 million private placement, strengthening the company's balance sheet [13] Valuation - D-Wave's stock is currently trading at a forward price-to-sales (P/S) ratio of 331.65, significantly higher than the industry average of 5.63, indicating potential risks if Q3 results do not meet expectations [20][22]

Partnerships & Collaborations - The Department of Energy (DOE) is partnering with NVIDIA to build seven new AI supercomputers [1] - Seventeen quantum computer industry companies are supporting the MVQ link [1] - Eight DOE labs are involved in the collaboration [1] Quantum Computing Integration - DOE labs (Berkeley, Brook Haven, Fermy Labs, Lincoln Laboratory, Los Alamos, Oakidge, Pacific Northwest, San Die Lab) are working with quantum computer companies [1] - The goal is to integrate quantum computing into the future of science [1]

Core Insights - Infleqtion is a global leader in neutral atom-based quantum technology and has announced the hosting of an NVIDIA NVQLink-enabled quantum supercomputing system at the Illinois Quantum & Microelectronics Park (IQMP) [1] - The integration of the NVQLink open system architecture allows for direct coupling of quantum processors with GPU-accelerated supercomputers, addressing a significant bottleneck in scaling quantum computing [1] - This development is expected to unlock a new era of hybrid quantum computing [1]

Group 1 - Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and sells CPUs and GPUs for consumer and enterprise markets, with its GPUs also utilized in AI computing [1] - AMD is highlighted in the context of a PC shortage, with insights from Intel's CFO and CEO regarding supply constraints impacting the industry [1] - The CFO of Micron, David Zinsner, emphasizes the ongoing supply constraints, suggesting that AMD's stock is likely to rise again due to its role in the market [1] Group 2 - There is a belief that while AMD has potential, other AI stocks may offer higher returns with limited downside risk [2] - A recommendation is made for an extremely cheap AI stock that benefits from Trump tariffs and onshoring, indicating a strategic investment opportunity [2]

Core Insights - Ford Motor Company (NYSE:F) shares experienced a significant increase of 15.9% last week, following the release of its third-quarter financial results, which included an EPS of $0.45 and automotive revenue of $47 billion, both surpassing analyst expectations [2] Financial Performance - The third-quarter EPS reported by Ford was $0.45, exceeding analyst estimates [2] - The automotive revenue for the third quarter reached $47 billion, also beating analyst forecasts [2] Market Context - The company is positioned to benefit from the current electric vehicle landscape, particularly due to its focus on hybrid vehicles, as noted by Jim Cramer [2] - A fire at an aluminum plant that supplies Ford has led to a reduction in guidance, raising concerns about its potential impact on future results [2] Analyst Commentary - Jim Cramer expressed optimism about Ford's potential for growth, particularly in the truck segment, which is performing better than expected [3] - While acknowledging Ford's potential, there is a belief that certain AI stocks may offer higher returns with lower risk compared to Ford [3]

Core Insights - Nvidia's CEO Jensen Huang announced that the company's fastest AI chips, Blackwell GPUs, are now in full production in Arizona, marking a shift from previous manufacturing solely in Taiwan [1][2] - The production move aligns with a request from former President Trump to bring manufacturing back to the U.S. for national security and job creation [2] - Nvidia expects $500 billion in GPU sales from the Blackwell generation and next year's Rubin chips combined, with 6 million Blackwell GPUs shipped in the last four quarters [5] Manufacturing and Partnerships - Nvidia's Blackwell-based systems will also be assembled in the U.S., emphasizing the company's role in the U.S. technology landscape [3] - A partnership with Nokia was announced, where Nvidia will invest $1 billion to build telecommunications gear, focusing on 5G and 6G technologies [6][7] - The collaboration aims to reduce reliance on foreign technologies, particularly from China's Huawei, which has faced restrictions in the U.S. [8] Technology and Innovation - Nvidia's new product, Nvidia ARC, will integrate its Grace GPU, Blackwell GPU, and networking components for future base stations [9] - The company is positioning itself as a leader in the U.S. AI infrastructure, with a focus on quantum computing advancements through partnerships with various startups and the Department of Energy [15][16] Market Challenges - Nvidia has faced significant challenges in the Chinese market, with the company currently "100% out of China" and no market share there due to U.S. export restrictions [14] - The U.S. government has imposed licensing requirements on Nvidia's H20 chip, which could have generated approximately $10.5 billion in sales over two quarters [12][13] - Despite receiving licenses for the H20 chip, Nvidia has not introduced a newer chip for the Chinese market based on the current Blackwell generation [14]