$D-Wave Quantum(QBTS.US) | Stifel reiterates 𝐁𝐮𝐲 on 𝐃-𝐖𝐚𝐯𝐞 𝐐𝐮𝐚𝐧𝐭𝐮𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟓
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.
Defiance Daily Target 2X Short QBTS ETF
QBTZ4.18140.36% ( -2.829 )
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: AT&T Expands Partnership With D-Wave to Advance Quantum-Powered Network Operations - $AT & T(T.US) $D-Wave Quantum(QBTS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘀:➤ 𝗔𝗧&𝗧 expands its use of 𝗗-𝗪𝗮𝘃𝗲's quantum computing technology.➤ Quantum technology will support 𝗔𝗧&𝗧's AI-driven network optimization.➤ Early testing cut processing time from 𝟭 𝗵𝗼𝘂𝗿 to 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝟭𝟱 𝘀𝗲𝗰𝗼𝗻𝗱𝘀.➤ AT&T plans to apply quantum computing to outage response and network planning.➤ Agentic AI reduced customer downtime by 𝟭𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗵𝗼𝘂𝗿𝘀 in 𝟮𝟬𝟮𝟱.➤ AT&T is evaluating D-Wave's upcoming 𝗴𝗮𝘁𝗲-𝗺𝗼𝗱𝗲𝗹 quantum systems.➤ Collaboration targets faster, more efficient 𝗳𝗶𝗯𝗲𝗿 and 𝟱𝗚 network operations.➤ Agreement expands D-Wave's commercial presence in enterprise quantum computing.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Demonstrates real-world enterprise adoption of 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴.➤ Validates D-Wave's technology for mission-critical telecom applications.➤ Faster optimization could improve network reliability and reduce operating costs.➤ Strengthens the convergence of 𝗔𝗜 and quantum computing in enterprise infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗔𝗹𝗮𝗻 𝗕𝗮𝗿𝗮𝘁𝘇, CEO of D-Wave:“AT&T’s 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. We’re excited to work with AT&T to help drive speed, efficiency and business value across its operations.”𝗟𝘂𝗰𝘂𝘀 𝗛𝗮𝘂𝗴𝗲𝗻, Director, Data Science for AT&T’s Chief Data Office:“D-Wave’s annealing quantum computing technology gives us a new way to approach optimization and high-intensity compute challenges across AT&T’s network operations. The speed we’re seeing with D-Wave challenges what’s 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.” - 胡
📊《Weekend Market Watch》｜Which 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.
① AI — 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.
② Semiconductors — 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.
③ Quantum Computing — 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.
④ Robotics — 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:
✅ AI
✅ Semiconductors
✅ Memory
✅ 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 - 新
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 𝐁𝐮𝐲 on 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟐
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 too✍️
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
- W
Quantum stocks had themselves a day 🔥
🟢 $IonQ(IONQ.US) +9.99%🟢 $D-Wave Quantum(QBTS.US) +8.01%🟢 $Arqit Quantum(ARQQ.US) +7.00% 🟢 $Rigetti Computing(RGTI.US) +4.50% 🟢 $Quantum Computing(QUBT.US) +4.42%
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $D-Wave Quantum(QBTS.US) D-Wave Defends Quantum Supremacy Claims Against Classical Simulation Challenge
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ D-Wave says recent 𝐜𝐥𝐚𝐬𝐬𝐢𝐜𝐚𝐥 𝐬𝐢𝐦𝐮𝐥𝐚𝐭𝐢𝐨𝐧 claims are inaccurate.➤ Company defends peer-reviewed 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐬𝐮𝐩𝐫𝐞𝐦𝐚𝐜𝐲 findings published in 𝐒𝐜𝐢𝐞𝐧𝐜𝐞.➤ D-Wave says challengers failed to reproduce the 𝐟𝐮𝐥𝐥 𝐬𝐜𝐨𝐩𝐞 of results.➤ Original study simulated magnetic spin dynamics across multiple 𝐥𝐚𝐭𝐭𝐢𝐜𝐞 topologies.➤ Paper estimated classical replication could require nearly 𝟏𝐌 years on Frontier.➤ D-Wave says Flatiron researchers did not solve the 𝐡𝐚𝐫𝐝𝐞𝐬𝐭 problem instances.➤ Company maintains its 𝐛𝐞𝐲𝐨𝐧𝐝-𝐜𝐥𝐚𝐬𝐬𝐢𝐜𝐚𝐥 computation results remain valid. - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 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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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $D-Wave Quantum(QBTS.US) D-Wave Receives Year 2 Funding for Superconducting Qubit Project
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ D-Wave awarded second-year funding for 𝐒𝐐𝐅𝐚𝐛 quantum project.➤ Project advances scalable 𝐬𝐮𝐩𝐞𝐫𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐢𝐧𝐠 𝐪𝐮𝐛𝐢𝐭 fabrication technologies.➤ Funding awarded through 𝐍𝐎𝐑𝐃𝐓𝐄𝐂𝐇 and U.S. 𝐌𝐢𝐜𝐫𝐨𝐞𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬 𝐂𝐨𝐦𝐦𝐨𝐧𝐬.➤ Four selected programs collectively receive over $𝟐𝟓𝐌 in Year 2 funding.➤ D-Wave subsidiary 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐂𝐢𝐫𝐜𝐮𝐢𝐭𝐬 leads the SQFab initiative.➤ Program targets scalable 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐞𝐫𝐫𝐨𝐫 𝐜𝐨𝐫𝐫𝐞𝐜𝐭𝐢𝐨𝐧 and manufacturing readiness.➤ Initiative supports U.S. leadership in 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 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!
- N
【Week 5 – My Portfolio Health Check, Quantum stock finally paying off?】
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 — 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...
- A
Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) 💤
- 大
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. 😂
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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 — they have a government co-investor. 🤔
- 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 — 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. 📈
- 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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