Core Insights - Many Americans believe they need at least $1.26 million to retire comfortably, but only 3.2% have saved over $1 million in retirement accounts [1][2] Group 1: IonQ - IonQ specializes in quantum computing systems and cloud-based services, utilizing qubits for data processing, which allows for faster computation compared to traditional binary bits [5] - The company measures its quantum computing power in algorithmic qubits (AQ), with its Forte system surpassing 36 AQ and the upcoming Tempo system expected to achieve 64 AQ [6] - IonQ anticipates a revenue growth at a compound annual growth rate (CAGR) of 88% from $43 million to $286 million between 2024 and 2027, despite a high valuation of 27 times its projected 2027 sales [7][8] Group 2: Wolfspeed - Wolfspeed is a leading producer of silicon carbide (SiC) chips, which are essential for various applications including electric vehicles and AI servers [9] - The company faced challenges due to a cooling EV market, prioritization of AI-oriented components, and export restrictions from China, leading to a significant stock decline of nearly 98% [10][11] - Wolfspeed's stock is currently trading at 0.7 times its projected sales for fiscal 2025, presenting a potential opportunity for recovery as analysts expect a 12% CAGR in revenue from fiscal 2025 to fiscal 2027 [11] Group 3: Lumen - Lumen, formerly CenturyLink, focused on expanding its wireline networks and fiber infrastructure, but faced declining revenue from its business wireline segment [12][13] - The stock price fell below $1 due to ongoing losses and the elimination of dividends, but has since recovered to around $4 following contracts with major cloud and AI companies [14] - Lumen has $8.5 billion in active AI infrastructure contracts and is pursuing an additional $7 billion, which could revitalize its business and transform its market position [14][15]