$IonQ(IONQ.US) | Wedbush ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ on ๐๐ผ๐ป๐ค, ๐๐ป๐ฐ., maintains PT at $๐ณ๐ฑ
Analyst sees SkyWater consolidation from July 31 as the likeliest source of changes to estimates and the framework after the call.
IONQ 2X Long ETF
IONX25.8808.65% ( -2.450 )
Share your thoughts
Write something you'd like to share with our community...
0 / 2,000
- H
Wedbush analyst Matt Bryson assumes coverage on Quantum Stocks - $Rigetti Computing(RGTI.US) $D-Wave Quantum(QBTS.US) $IonQ(IONQ.US) $Infleqtion(INFQ.US) $Quantum Computing(QUBT.US)
- H
๐ข Companies Reporting Earnings Next Week
$Vertex Pharma(VRTX.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Diamondback Energy(FANG.US) $Snap(SNAP.US) $Grab(GRAB.US) $Palantir Tech(PLTR.US) $Spotify(SPOT.US) $Caterpillar(CAT.US) $McDonald's(MCD.US) $Wix.com(WIX.US) $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Digitalocean(DOCN.US) $SpaceX(SPCX.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Opendoor Tech(OPEN.US) $Astera Labs(ALAB.US) $ViaSat(VSAT.US) $Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Eli Lilly(LLY.US) $EOS Energy Enterprises(EOSE.US) $GlobalFoundries(GFS.US) $Riot Platforms(RIOT.US) $Unity Software(U.US)ber Tech(UBER.US) $Shopify (SHOP.US) $Mercadolibre(MELI.US) $Western Digital(WDC.US) $Advance Auto Parts(AAP.US) $Sandisk(SNDK.US) $Block(XYZ.US) $Duolingo(DUOL.US) $Sandisk(SNDK.US) $IonQ(IONQ.US) $Kratos Defense & Security(KTOS.US) $Oklo(OKLO.US) $Unity Software(U.US) $Oscar Health(OSCR.US) $Datadog(DDOG.US) $D-Wave Quantum(QBTS.US) $Trade Desk(TTD.US) $Draftkings(DKNG.US) $MP Materials(MP.US) $Mara(MARA.US) $Red Cat(RCAT.US) - H
โก ๐๐๐๐๐๐: Jane Goodall Institute, FormationQ Launch Quantum Computing Research Partnership - $IonQ(IONQ.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ ๐๐๐ and ๐ ๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐ launch a two-year research partnership.โค Program will use ๐๐จ๐ง๐'s trapped-ion quantum computing platform.โค Study explores why ๐๐ก๐ข๐ฆ๐ฉ๐๐ง๐ณ๐๐๐ฌ and ๐๐จ๐ง๐จ๐๐จ๐ฌ display contrasting intergroup behavior.โค Research marks a ๐๐ข๐ซ๐ฌ๐ญ-๐จ๐-๐ข๐ญ๐ฌ-๐ค๐ข๐ง๐ quantum application in behavioral ecology.โค Project combines ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐๐ง๐ก๐๐ง๐๐๐ modeling with classical computing.โค ๐๐๐๐๐ model will simulate primate behavior across artificial landscapes.โค Researchers will study how ๐๐๐จ๐ฅ๐จ๐ ๐ฒ influences cooperation and conflict.โค Findings aim to improve ๐๐จ๐ง๐ฌ๐๐ซ๐ฏ๐๐ญ๐ข๐จ๐ง strategies and habitat protection.โค Partnership launched on ๐๐จ๐ซ๐ฅ๐ ๐๐ก๐ข๐ฆ๐ฉ๐๐ง๐ณ๐๐ ๐๐๐ฒ, marking 66 years since Jane Goodall's Gombe research.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ซ. ๐๐ข๐ฅ๐ข๐๐ง ๐๐ข๐ง๐ญ๐๐, Vice President of Conservation Science at the Jane Goodall Institute and Principal Investigator:"Dr. Jane Goodall spent over 65 years building the most comprehensive ongoing record of wild chimpanzees. That legacy of patient, rigorous observation is now meeting the frontier of quantum science. Understanding the ecological conditions that drive how chimpanzees interact with their habitats and neighbors is also relevant to understanding why populations thrive or decline, and where conservation action will matter most."This partnership embodies exactly what the Jane Goodall Institute's scientific work stands for: strategically bringing the most powerful technology tools available to bear on the questions that matter most for chimpanzees, for conservation, and for our understanding of what it means to be human. This programme is one of the last that Jane and I worked on together. Launching it today, on the 66th anniversary of her first day at Gombe, is deeply meaningful to me."๐๐๐๐ ๐๐จ๐ฌ๐ค๐ข๐ง๐ , Founder and CEO of FormationQ:"This programme starts with a profound scientific question, decades of extraordinary field research and a sophisticated model built to understand a deeply complex natural system. FormationQ's role in this partnership is to bring those elements together with IonQ's frontier quantum computing capabilities and build a research programme around a question that has never before been approached in this way."We believe the real promise of quantum will emerge when world-leading domain expertise, data and models are connected to the technology in ways that allow researchers to ask new questions. There could be few more meaningful places to begin than with Jane Goodall's extraordinary scientific legacy and what it can still teach us about nature, conservation and ourselves." - F
We had a discussion in the group. 30x P/S is not normal. We just stopped acting like it is.
For context:โข S&P 500: ~3.5x salesโข Mature SaaS: 5 to 15xโข $NVIDIA(NVDA.US): ~20xโข $Palantir Tech(PLTR.US): ~56xโข $IonQ(IONQ.US): ~77xโข $SpaceX(SPCX.US): ~110xAt 30x sales, the market is paying $30 for every $1 of revenue. Not profit. Revenue. What history says?: It usually does not stay extraordinary forever. Markets have a funny way of humbling anyone who calls 70x or 100x "the new normal."On X, its turning normal to pump stocks that are stupidly valued stocks, but think twice before acting on them. - ่ก
๐ใWeekend Market Watchใ๏ฝWhich sectors are worth watching next week?
The market experienced significant volatility this week, but the hot spots remained relatively concentrated.
If I had to choose the key areas to focus on next week, I would put them in these sectors.
โ AI โ Still the Main Theme
The AI story is not over yet.
Whether it's computing power, data centers, or enterprise applications, there is still room for continued development.
There might be short-term fluctuations, but I believe AI remains one of the most noteworthy directions for the next few years.
โก Semiconductors โ Focus on Whether Capital Flows Back In
After a round of gains, the semiconductor sector has recently seen some divergence.
I believe if capital flows back into the tech sector next week, semiconductors are still worth close attention.
Especially in sub-sectors related to AI, such as chips, memory, and advanced packaging.
โข Quantum Computing โ Watch for Opportunities, Don't Blindly Chase Highs
Quantum computing is a long-term track.
Every time there is news-driven momentum, stock price volatility tends to be significant.
I prefer to monitor it continuously rather than chase highs due to short-term rallies.
Real opportunities often emerge when the market is calm.
โฃ Robotics โ Bullish Long-term, But Patience is Required
Robotics is one of the key areas for AI implementation.
In the coming years, both industrial robots and humanoid robots have substantial growth potential.
However, many companies are still in their growth phase, so short-term volatility may be quite noticeable.
My Personal View
The market sees new hot spots every day.
But what's truly worth investing in is not the stock that rises the most today, but the industries that still have room for growth in the coming years.
I will continue to focus on:
โ AI
โ Semiconductors
โ Memory
โ Robotics
Short-term, watch sentiment; long-term, watch the trend.
The above is just my personal opinion and does not constitute any investment advice.
Which sector are you most bullish on for next week? Let's discuss together.
#USStocks #AI #Semiconductors #Robotics #QuantumComputing #WeekendMarketWatch
Community Spotlight - H
๐ข ๐๐๐๐ ๐๐: $IonQ(IONQ.US) IonQ Launches Clavis XG Multiplex for Quantum-Secure Networks
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ง๐ introduced the ๐๐ฅ๐๐ฏ๐ข๐ฌ ๐๐ ๐๐ฎ๐ฅ๐ญ๐ข๐ฉ๐ฅ๐๐ฑ for quantum key distribution networks.โค Product enables ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ and ๐๐ฅ๐๐ฌ๐ฌ๐ข๐๐๐ฅ traffic to share existing fiber infrastructure.โค Operators can deploy ๐๐๐ without redesigning or dedicating separate optical networks.โค Solution is designed to ๐ซ๐๐๐ฎ๐๐ deployment and operating costs for quantum security.โค Clavis XG Multiplex integrates with IonQ's ๐๐ฅ๐๐ซ๐ข๐จ๐ง ๐๐ software platform.โค Combined offering provides a ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐ฌ๐๐๐ key exchange architecture.โค System combines ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐๐๐ซ๐ข๐ฏ๐๐ ๐ค๐๐ฒ๐ฌ and post-quantum cryptography.โค IonQ says the product addresses the ๐ก๐๐ซ๐ฏ๐๐ฌ๐ญ ๐ง๐จ๐ฐ, ๐๐๐๐ซ๐ฒ๐ฉ๐ญ ๐ฅ๐๐ญ๐๐ซ security threat.โค According to Thales, ๐๐% of respondents cited the threat as their top quantum security concern.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Quantum threats are increasing demand for ๐ง๐๐ฑ๐ญ-๐ ๐๐ง cybersecurity solutions.โค Leveraging existing fiber networks could accelerate ๐๐๐ adoption and deployment.โค Expands IonQ's presence in the emerging ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐ง๐๐ญ๐ฐ๐จ๐ซ๐ค๐ข๐ง๐ market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "The Clavis XG Multiplex gives customers the flexibility to send multiple types of data across the same fiber, making the existing infrastructure more enterprise grade, secure, and QKD cheaper to operate." โ ๐๐จ๐ซ๐๐๐ง ๐๐ก๐๐ฉ๐ข๐ซ๐จ, President of Quantum Platform at IonQ. - W
Quantum stocks had themselves a day ๐ฅ
๐ข $IonQ(IONQ.US) +9.99%๐ข $D-Wave Quantum(QBTS.US) +8.01%๐ข $Arqit Quantum(ARQQ.US) +7.00% ๐ข $Rigetti Computing(RGTI.US) +4.50% ๐ข $Quantum Computing(QUBT.US) +4.42% - P
Quantum computer stocks represent a frontier technology with immense potential. Exploring this emerging market could lead to significant long-term rewards. It is wise to approach this sector with careful consideration and research. This innovative field promises to reshape various industries.
Trade Showcase: Trade, Show & Earn Rewards! - M
Another strong day today: $Red Cat(RCAT.US) $IonQ(IONQ.US) $Sterling Infrastructure(STRL.US) $Amphenol(APH.US) $Semtech(SMTC.US) $Guardant Health(GH.US) $EWY $Bio-Rad Lab(BIO.US) $IGV and $Ondas(ONDS.US) +14% in the IBKR account
- H
๐ข ๐๐๐๐ ๐๐: Quantinuum targets $12.7 billion valuation in U.S. IPO
$IonQ(IONQ.US) $Honeywell Tech(HON.US) $D-Wave Quantum(QBTS.US) $Quantum(QMCO.US) $D-Wave Quantum(QBTS.US) $Quantum Computing(QUBT.US) $IBM(IBM.US) $Arqit Quantum(ARQQ.US) $Infleqtion(INFQ.US) $Xanadu Quantum Tech - B(XNDU.US) - T
Trump's state enterprise has incorporated quantum computing, reviving this sector
However, for ordinary people to truly understand it and see real-world applications, the earliest would be 2027, with large-scale breakthroughs expected around 2030 โ so consider building a long-term ...
- A
Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) ๐ค
- H
โก ๐๐๐๐๐๐: U.S. to grant $2B to 9 quantum computing firms, take stakes - WSJ
$IonQ(IONQ.US) $Infleqtion(INFQ.US) $D-Wave Quantum(QBTS.US) $Quantum Computing(QUBT.US) $Arqit Quantum(ARQQ.US) $Quantum(QMCO.US) $Rigetti Computing(RGTI.US) $BTQ Tech(BTQ.US) $SEALSQ(LAES.US) $IBM(IBM.US) โค IBM will receive $1 billion of the package, with GlobalFoundries getting $375 million, to boost the nascent quantum-computing industry.โค Companies including D-Wave quantum, Rigetti computing and Infleqtion are slated to be awarded funds by U.S. govt. - F
The names I want an entry like $Alphabet(GOOGL.US), $Apple(AAPL.US), $NVIDIA(NVDA.US), $Broadcom(AVGO.US), etc ain't dipping. All these "who cares" stocks like $Applied Optoelectronics(AAOI.US), $IonQ(IONQ.US), $Coreweave(CRWV.US), $Fabrinet(FN.US), $Lumentum(LITE.US), etc with over extensions are pulling back.. smh!! $Marvell Tech(MRVL.US) is the one of the few attracting dip buys right now, I think.
- W
IONQ Earnings LIVE: IonQ Q1 2026 Results, Call & Reaction + ARM, APP & FTNT
- H
๐ข ๐๐๐๐ ๐๐: $IonQ(IONQ.US) IonQ Unveils Roadmap to ๐๐,๐๐๐+ Qubit Fault-Tolerant Quantum Systems
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค IonQ publishes detailed ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐ roadmap on arXiv.โค Targets scaling to ๐๐,๐๐๐+ ๐ฉ๐ก๐ฒ๐ฌ๐ข๐๐๐ฅ ๐ช๐ฎ๐๐ข๐ญ๐ฌ.โค Framework includes ๐๐ซ๐ซ๐จ๐ซ ๐๐จ๐ซ๐ซ๐๐๐ญ๐ข๐จ๐ง and logical computing layer.โค Reports ๐๐.๐๐% two-qubit gate ๐๐ข๐๐๐ฅ๐ข๐ญ๐ฒ in 2025.โค Demonstrates remote ion-trap linking via ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐ง๐ญ๐๐ง๐ ๐ฅ๐๐ฆ๐๐ง๐ญ.โค Enables quantum-to-๐ญ๐๐ฅ๐๐๐จ๐ฆ wavelength conversion.โค Positions IonQ for ๐ฎ๐ญ๐ข๐ฅ๐ข๐ญ๐ฒ-๐ฌ๐๐๐ฅ๐ quantum applications across industries.Source: Hardik Shah
- N
Well this probably should raise some flags
Rep. Greg Steube (R) disclosed buying IonQ $IonQ(IONQ.US) on March 17thToday, IonQ announced a new DARPA contract and an Air Force Research Lab tech breakthroughThe stock is up 14% todayAll while Steube sits on the House Intelligence Committee which covers the NSA and Defense Intelligence agencies that fund and receive classified briefings on U.S. quantum computing programs - P
Recently, I've been keeping an eye on $Rigetti Computing(RGTI.US) and $Quantum Computing(QUBT.US) again. One dropped a bit today, the other is just lukewarm. The quantum computing sector has always been quite advanced, the theme is cool enough, but how to put it... the fundamentals are still on the weak side. Occasionally, it surges up a bit and then immediately gives back the gains.
To be honest, these niche tech stocks are now just for a small position to seek some excitement. Operating with a large position would really be too much for the heart to handle.
Anyway, it doesn't matter to wait with a small position. If there's really a big market move and it can be hyped up, we can still compete on speed then. For now, just slowly grind it out and observe ๐ธ
- A
South Korea gets hit with BACK TO BACK days of circuit breakersโฆ
Down 8% AGAIN after yesterdayโs 7% drop.Okay, hereโs why I *think* this is happening and what it means for US markets:1. One thing to understand about South Koreans is they LOVE leverage. There is literally a 100K+ subscriber YT Channel exclusively about IONQ that South Koreans watch daily as there is huge appetite to look for the next big thing, which many Koreans think is quantum. South Korea has as a HUGE gambling culture. Crypto investors are a MASSIVE consumer of perpetual futures that offer 10-250x leverage. The country hosts trading tournaments where people live trade futures and others in the audience watch. All this to say, if the countryโs own index, KOSPI, was up 40%+ YTDโฆIโd imagine the leverage would get even juicer which unfortunately means the downside momentum can also get ugly.2. Memory names probably are taking a breather. To be honest, I donโt see any fundamental problem with Samsung, SK Hynix, Micron, Sandisk, etc. They are booked for years even after raising prices. But, memory is characterized as cyclical and if there is any threat or fear of headlines that go counter to the โmemory being out of supplyโ narrative then that could break the momentum. The margin calls are likely compounding the selling in these names. Important to remember is Samsung and SK Hynix are 50% of the entire index, so if memory goes, the index goes. I think memory will be okay but it is not crazy to see people take profit after 40-70% runs this year alone.3. Korea is VERY exposed to LNG imports from Iran. The major reason for the sell off today seems to be that Asian liquefied natural gas soared to the highest level since 2023. Spot prices reached $25.40 per million British thermal unit in Asia which is more than double last week. Also, more pressure is expected for as long as Qatarโs output remains suspended given it supplies a HUGE amount of oil/gas to Korea.If the broader LNG market continues to be disruptedโฆthe margin calls could compound forcing a sell off in what many people are leveraged inโฆmemory which could then further escalate the decline of the index. However, if policy changes or Trump gets involved, this could also just not be a huge deal and we see a recovery for Korea.Now, if this continuesโฆit does hurt the US. It wonโt have a direct proportional impact but if the Koreans start selling their NVDA or TSLA to fund the margin calls, not good for tech. Overall, the S&P is flat this year so it doesnโt have the same risk on a momentum basis that KOSPI had but to me this highlights a much bigger story: oil is everything. If we cant keep prices low and make sure countries get their oil, disruptions to the global markets are not easily going to go away.Source: amit