Total Ideas
2
Bullish Ideas
1 (50%)
Bearish Ideas
1 (50%)
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"And on the flip side we\"re seeing a lot of action in quantum computing stocks. Some of those names are seeing a big spike this morning. Yeah, they\"re very volatile but they\"re all volatile in the green direction this morning. Ion Q up 10%, Regetti up nearly six. D-Wave up 10%. This is all in the back of a Wall Street Journal article that the Trump administration is exploring equity stakes in these companies in return for federal funding."
Quantum computing stocks, notably IonQ which is up 10%, are experiencing a surge amid speculation that the Trump administration might acquire equity stakes in return for federal funding, highlighting a potential growth catalyst.

"And I think that, you know, the four publicly traded quantum stocks are all going to zero. I don't think there's any value in any of these companies. IMQ has tried hard to pivot by using its stock to buy other companies, but fundamentally, these stocks have no revenue and no real future. Even if capital is flowing in now, eventually the market will force a reckoning. It’s a great time to start shorting because capital cycles shift fast."
The speaker delivers a strongly bearish view on publicly traded quantum stocks, asserting that all four listed quantum companies will eventually go to zero due to a lack of revenue and sustainable business models. The emphasis is on the imminent capital cycle reversal, signaling short opportunities for traders.
Sentiment