$D-Wave Quantum(QBTS.US) | Stifel reiterates ๐๐ฎ๐ฒ on ๐-๐๐๐ฏ๐ ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees the expanded AT&T agreement as a key validation for D-Wave's annealing technology and a de-risking of the company's optimization thesis.
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: AT&T Expands Partnership With D-Wave to Advance Quantum-Powered Network Operations - $AT & T(T.US) $D-Wave Quantum(QBTS.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐:โค ๐๐ง&๐ง expands its use of ๐-๐ช๐ฎ๐๐ฒ's quantum computing technology.โค Quantum technology will support ๐๐ง&๐ง's AI-driven network optimization.โค Early testing cut processing time from ๐ญ ๐ต๐ผ๐๐ฟ to ๐น๐ฒ๐๐ ๐๐ต๐ฎ๐ป ๐ญ๐ฑ ๐๐ฒ๐ฐ๐ผ๐ป๐ฑ๐.โค AT&T plans to apply quantum computing to outage response and network planning.โค Agentic AI reduced customer downtime by ๐ญ๐ฎ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ต๐ผ๐๐ฟ๐ in ๐ฎ๐ฌ๐ฎ๐ฑ.โค AT&T is evaluating D-Wave's upcoming ๐ด๐ฎ๐๐ฒ-๐บ๐ผ๐ฑ๐ฒ๐น quantum systems.โค Collaboration targets faster, more efficient ๐ณ๐ถ๐ฏ๐ฒ๐ฟ and ๐ฑ๐ network operations.โค Agreement expands D-Wave's commercial presence in enterprise quantum computing.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Demonstrates real-world enterprise adoption of ๐พ๐๐ฎ๐ป๐๐๐บ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด.โค Validates D-Wave's technology for mission-critical telecom applications.โค Faster optimization could improve network reliability and reduce operating costs.โค Strengthens the convergence of ๐๐ and quantum computing in enterprise infrastructure.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐น๐ฎ๐ป ๐๐ฎ๐ฟ๐ฎ๐๐, CEO of D-Wave:โAT&Tโs work with D-Wave is a powerful example of how leading enterprises are beginning to turn to quantum computing for solving real business problems. AT&T has incredibly complex optimization problems across its network operations, understands where classical computing is challenged, and is moving quickly to explore where quantum can make an impact. Weโre excited to work with AT&T to help drive speed, efficiency and business value across its operations.โ๐๐๐ฐ๐๐ ๐๐ฎ๐๐ด๐ฒ๐ป, Director, Data Science for AT&Tโs Chief Data Office:โD-Waveโs annealing quantum computing technology gives us a new way to approach optimization and high-intensity compute challenges across AT&Tโs network operations. The speed weโre seeing with D-Wave challenges whatโs currently possible. It has the potential to help us optimize faster, increase efficiency and scale more real-time operations, making quantum a practical tool for advancing how we run and modernize our network.โ - ่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 - ๆฐ
ONDS, QBTS & CRWV show early bottoming signals.
ONDS, QBTS, and CRWV are showing improving momentum, strengthening technical indicators, and potential bottoming patterns. If buying pressure persists, these growth stocks could become the next batch of leaders driving a broader market rebound. 1. Ondas Holdings Inc. (ONDS) $Ondas(ONDS.US) has seen genuine bullish pressure for the first time in a month. A short-term bottom appears to have formed. The monthly BX remains green. The long-term bull cycle is still ongoing. For me, this is a high-quality buying zone...
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$Quantum Computing(QUBT.US) | Rosenblatt reiterates ๐๐ฎ๐ฒ on ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐ , maintains ๐๐ ๐๐ญ $๐๐
Analyst sees the NHanced acquisition accelerating QCi's fab build, reducing CAPEX, and adding a substantial, scalable revenue opportunity.
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This is why we follow Trump's trades tooโ๏ธ
Remember back on May 21st when the Commerce Department took a $100M stake in Quantum D-WaveThat $100M was part of a Chips Act federal funding awardWell $D-Wave Quantum(QBTS.US) is up 14% today bc of positive analyst forecastsAnd now up ~38% since they took the original stake back in May
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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%
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๐ข ๐๐๐๐ ๐๐: $D-Wave Quantum(QBTS.US) D-Wave Defends Quantum Supremacy Claims Against Classical Simulation Challenge
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค D-Wave says recent ๐๐ฅ๐๐ฌ๐ฌ๐ข๐๐๐ฅ ๐ฌ๐ข๐ฆ๐ฎ๐ฅ๐๐ญ๐ข๐จ๐ง claims are inaccurate.โค Company defends peer-reviewed ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐ฌ๐ฎ๐ฉ๐ซ๐๐ฆ๐๐๐ฒ findings published in ๐๐๐ข๐๐ง๐๐.โค D-Wave says challengers failed to reproduce the ๐๐ฎ๐ฅ๐ฅ ๐ฌ๐๐จ๐ฉ๐ of results.โค Original study simulated magnetic spin dynamics across multiple ๐ฅ๐๐ญ๐ญ๐ข๐๐ topologies.โค Paper estimated classical replication could require nearly ๐๐ years on Frontier.โค D-Wave says Flatiron researchers did not solve the ๐ก๐๐ซ๐๐๐ฌ๐ญ problem instances.โค Company maintains its ๐๐๐ฒ๐จ๐ง๐-๐๐ฅ๐๐ฌ๐ฌ๐ข๐๐๐ฅ computation results remain valid. - 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)
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๐ข ๐๐๐๐ ๐๐: $D-Wave Quantum(QBTS.US) D-Wave Receives Year 2 Funding for Superconducting Qubit Project
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค D-Wave awarded second-year funding for ๐๐๐ ๐๐ quantum project.โค Project advances scalable ๐ฌ๐ฎ๐ฉ๐๐ซ๐๐จ๐ง๐๐ฎ๐๐ญ๐ข๐ง๐ ๐ช๐ฎ๐๐ข๐ญ fabrication technologies.โค Funding awarded through ๐๐๐๐๐๐๐๐ and U.S. ๐๐ข๐๐ซ๐จ๐๐ฅ๐๐๐ญ๐ซ๐จ๐ง๐ข๐๐ฌ ๐๐จ๐ฆ๐ฆ๐จ๐ง๐ฌ.โค Four selected programs collectively receive over $๐๐๐ in Year 2 funding.โค D-Wave subsidiary ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐ข๐ซ๐๐ฎ๐ข๐ญ๐ฌ leads the SQFab initiative.โค Program targets scalable ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐ซ๐ซ๐จ๐ซ ๐๐จ๐ซ๐ซ๐๐๐ญ๐ข๐จ๐ง and manufacturing readiness.โค Initiative supports U.S. leadership in ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ and semiconductor technologies. - M
Strong finish to the week with the help of $Velo3D(VELO.US) $Penguin Solutions(PENG.US) $D-Wave Quantum(QBTS.US) $Amtech(ASYS.US) $Arista Networks(ANET.US) $GlobalFoundries(GFS.US) and $Vistra(VST.US)
Have a great long weekend!
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ใWeek 5 โ My Portfolio Health Check, Quantum stock finally paying off?ใ
The Trump administration is allocating $2 billion in grants to nine quantum-computing companies, with the U.S. government taking equity stakes. IBM will receive $1 billion, while GlobalFoundries is set to get $375 million; other firms like D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million. Personally been holding Infleqtion for months, with majority of the time being lower than my cost price. This rally has finally brought the stock slightly above my cost price but the real question is whether this can hold. The Quantum interest is real, but before the business turns profitable, this is still a gamble. @Bridge Buzz SG
My Portfolio Health Check - 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 ...
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IBM, D-Wave, Rigetti All Surged. They Are Not the Same Investment
Thursday's quantum computing rally treated IBM (IBM), D-Wave Quantum (QBTS), and Rigetti Computing (RGTI) as a single trade. IBM rose 12%, QBTS surged 33%, RGTI jumped 30%. But investors buying any of...
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Quantum Stocks Are Up 30%. How Much Should You Actually Own?
The quantum computing rally on Thursday was dramatic. D-Wave up 33%, Rigetti up 30%, IBM up 12%. A USD 2 billion government grant package triggered one of the sharpest single-day moves in the sector's...
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Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) ๐ค
- ๅคง
The people who made 30% on QBTS yesterday bought before the news. The people buying QBTS today are paying for the news. Those two groups are having very different experiences right now, and one of them is going to have a very interesting week ahead. ๐
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Most coverage focused on the USD 2 billion number. The detail worth sitting with: the government isn't just giving grants this time, they're taking equity stakes in the companies. That's a structural shift from the CHIPS Act model. When your largest backer is also a shareholder, their incentive to see you succeed changes. IBM, QBTS, RGTI aren't just grant recipients anymore โ they have a government co-investor. ๐ค
- K
IBM getting USD 1 billion sounds big until you remember it's a USD 200 billion company. The real story is QBTS and RGTI each pulling USD 100 million at a fraction of that scale โ that's potentially years of R&D runway. IBM is the safe way to play quantum. QBTS and RGTI are the high-conviction, high-risk way. Both ran yesterday, but they're very different bets. I know which one I'd rather hold through volatility. ๐
- L
The quantum computing thingy is another pump and dump. Valuations has to be supported by real earning with clear growth instead of pumps from news hype. Just feel that funds need to be rotated from sectors already pumped hard.
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