Moose_

Netflix did the thing where the headline print beats but the stock still gets hit. Q3 EPS came in around 0.87, up nearly 50 percent on the year, and revenue was fine. The problem was guidance. They trimmed the 2026 ad revenue outlook to roughly 2.7bn from around 3bn, and Q4 operating income guided a touch under what the street wanted. So the growth story is intact, the monetisation timeline just slipped. If you owned it for the ad ramp, you now wait two more quarters. That is a derating on timing, not on the business.

the spacex merging with tesla headline is wild but the real number is superintelligence passing starlink. thats the whole thesis shifting under everyone. profit is nice, the capex is still scary though

Ten thrusters and a 50k deposit for a 2028 car, and Tesla still dropped 2.1 percent on the day. The Roadster is a great show reel but it is not what Thursday is about. I care about auto margins and whether energy and robotaxi are actually scaling. If the numbers are soft, the flying car headline ages badly.

BofA saying Muse just routes around Siri is the whole Apple problem in one line. The device is still the best one. The assistant on it is not the one people actually open. Not selling, but not adding either.

So Managed Agents is basically OpenAI doing what Anthropic already ships. Fine by me, the copying phase is when things get cheap. The one I keep staring at is Salesforce at 227, down another 2.9 percent yesterday. I still cannot tell if Agentforce is a moat or a wrapper that gets undercut tonight. Watching the keynote for pricing, not features.

Joyson Electronics jumped 5.5% because Tesla audited their Ningbo plant for Optimus parts. That is a more interesting signal than the Semi event to me. Optimus supply chain contracts are starting to show up in other companies filings, which usually means the program is past the demo stage

nvda still the king even with everyone screaming helios and google frozen chip. the software moat is the whole game, not the raw chip. added a bit today and im not selling my core into this noise 💪

Surprise that so many community members are expecting Morocco to win haha

Alibaba down to a 17 month low, under HK$90 now. the Anthropic data accusation is more reputation noise than fundamentals but the chart says nobody wants to catch this knife. staying out until it bases.

Corning is the cleanest picks and shovels play on AI right now. everyone fights over GPUs while the fiber and optical cabling just quietly prints. Amazon deal sent it up 11% today and there's a lot more hyperscaler capex coming.

been bag holding intel since forever so im not complaining about a 10% day, but im not betting the house on an unconfirmed deal either. just happy to be green for once lah

Alibaba on the HK board steady today, the China tech names march to their own drum and mostly ignored the US chip drama. nice diversifier

memory names were priced for perfection after that rally, so any wobble gets sold hard. i still think HBM demand is the real long term story

Broadcom quietly along for the AI ride at 394. less hyped than Nvidia but the custom silicon and networking exposure is real 🤔

Alibaba reportedly bidding 1.5B for grocery app Pupu, going deeper into instant retail. the China consumer war heats up 🛒

Pentagon put Alibaba, BYD and Baidu on the military companies list and HK tech just folded -1.2%. here we go again with the China discount 😮‍💨

Quantum Computing Sector Explodes: US Government's $2 Billion "National Team" Investment Reshapes the Competitive Landscape

On May 21, the US Department of Commerce announced that under the CHIPS Act framework, it will allocate a total of $2 billion in grants to 9 quantum computing companies in exchange for government equity. This national strategic-level targeted investment directly ignited sector sentiment. Rigetti Computing (RGTI) surged over 50% cumulatively this week, and the entire quantum computing sector entered a highly active state.

Leading Giants: Direct Policy Beneficiaries, Strongest Fundamentals

The biggest winner in this round of funding is IBM (IBM), receiving $1 billion in federal grants and raising another $1 billion itself to build the Anderson quantum wafer foundry, officially establishing its position as the national strategic core leader in quantum computing. It followed the main trend higher today. GlobalFoundries (GFS) received $375 million in grants to establish a multi-modal domestic quantum foundry. Together with IBM, they are the two leading quantum hardware manufacturing infrastructure giants prioritized for government support, showing active intraday performance. Although Alphabet (GOOGL), Google's parent company, was not included in the list of direct beneficiaries this time, its Willow quantum chip has achieved the milestone of error correction below the threshold. It stands alongside IBM at the technological forefront, and its quantum commercialization timeline is highly watched by the market. Driven by the main trend sentiment, its share price continues to attract capital. IonQ (IONQ), as the purest listed quantum computing leader on Nasdaq, has set a global record for two-qubit gate fidelity with its trapped-ion approach and has Amazon's strategic shareholding endorsement, making it the preferred target for institutional allocation in the quantum sector.

Mid-Tier Targets: Funding Catalyst Combined with Performance Validation

D-Wave Quantum (QBTS) received approximately $100 million in federal investment. On the day the news was announced, its stock price surged over 14% in a single day. Its FY2025 revenue grew 179% year-over-year, making it a mid-term target with performance support amid this round of policy catalysis. RGTI received about $100 million in grants to expand its superconducting quantum computing architecture. Catalyzed by the news, it rose over 12% that day, and its cumulative gain this week ranks among the top in the sector. According to reports from media like Motley Fool, its scarcity as a pure-play superconducting hardware vendor is being repriced by the market. Infleqtion (INFQ), pursuing the neutral atom route, has received about $100 million in federal investment. Its existing customers cover the US Army, Navy, Air Force, and NASA, with revenue continuing to grow. It strengthened today along with the sector. Microsoft (MSFT) is taking an independent route in topological qubit R&D, aiming to launch a quantum product before 2029. Its hybrid quantum-classical computing layout is comprehensive, and its market cap provides a safety margin, making it suitable for conservative investors as a peripheral allocation in the quantum sector. NVIDIA (NVDA) launched the NVQLink quantum-GPU interface and the Ising open-source AI model to serve quantum workloads. It is the "pickaxe seller" infrastructure cornerstone of the quantum ecosystem. As policy enthusiasm continues to heat up, its intraday activity has significantly increased.

Tail-End Small Caps: Highest Elasticity, Also Highest Risk

Quantum Computing Inc. (QUBT), pursuing the photonic quantum route, saw its Q1 2026 revenue skyrocket from $39k to $3.69 million year-over-year. It is a core component of the QPUX leveraged ETF, exhibiting extremely strong short-term elasticity. Xanadu Quantum (XNDU) just listed in March 2026, as the world's first pure-play photonic quantum computing listed company. Its free float is extremely small with novel themes, leading to significant intraday volatility under policy catalysis today. Arqit Quantum (ARQQ) focuses on quantum encryption security, possessing concept-driven elasticity under the narrative that quantum computing threatens traditional cryptographic systems. BTQ Technologies (BTQ) specializes in post-quantum cryptography, and HQ Horizon Quantum (HQ) focuses on quantum software compilation optimization. Both are newly listed small-cap targets with extremely small free floats. Under policy catalysis, violent price swings are likely, but liquidity risks require close attention.

ETF Tools: Efficient Vehicles for Layered Quantum Theme Allocation

Defiance Quantum ETF (QTUM) is the most mainstream broad-based ETF in the sector, with AUM exceeding $4 billion and a Morningstar 5-star rating. It gained 50% in 2024 and 37% in 2025, holding over 80 targets, suitable for conservative allocation. WisdomTree Quantum ETF (WQTM) was jointly developed with Classiq, with a top 10 holding concentration of 44%. It directly holds heavy positions in targets like Rigetti and D-Wave that received federal investment, offering better elasticity than QTUM. Defiance 2X Quantum Leveraged ETF (QPUX) provides daily 2x long leverage on four pure-play stocks: IONQ, RGTI, QBTS, and QUBT. All its components rose over 30% this week, making it the best amplifier for short-term speculation on the quantum theme. Defiance 2X Rigetti Leveraged ETF (RGTX) tracks RGTI's single stock for daily 2x returns, suitable for aggressive traders betting on short-term single-stock catalysts.

Risk Warning: The commercialization process of quantum computing is highly uncertain. Small-cap targets experience severe volatility. Leveraged ETFs suffer from daily compounding decay. This article does not constitute any investment advice.

$Alibaba(BABA.US)$BABA-W(09988.HK)Looks like Alibaba’s ATH unit just dropped a quiet bombshell in the AI video space — and the market‘s starting to take notice.

HappyHorse 1.0 topped the Artificial Analysis leaderboard in both text-to-video and image-to-video (no audio) categories, beating ByteDance’s Seedance 2.0 by a pretty significant margin (106 points higher).

More importantly, this is the first public release from ATH‘s Innovation Incubation Unit, which launched last month. The API is set to open April 30, and given the company’s history with open-source models, there‘s speculation this one might follow a similar path.

The tech stack here is quite something: a unified 40-layer Transformer with ~15B parameters, native audio-video sync support for seven languages, and 1080p output.

This signals two parallel teams inside Alibaba — one doing foundational research at Tongyi Lab, another focused on applied innovation. They’re moving fast. And with 2026 being a ” key year for AI acceleration,“ it looks like the company is serious about building a full-stack presence here.

Alibaba and Unitree are cooking something 🤖

Unitree's new humanoid R1 showed up at Alibaba's Xixi campus yesterday, sitting at a computer typing "Invitation" on screen. Employees say it's prepping for a new project called "Shumaitong" — clearly a mashup of Unitree + AliExpress.

The announcement is reportedly coming mid-April at a Shenzhen brand event. Alibaba sources confirmed details next week. Unitree actually opened an AliExpress store back in March 2025, so this looks like upgrading from basic onboarding to serious strategic partnership.

The news sent China's humanoid robot stocks flying today — Wanxiang Qianchao hit limit-up, Wuzhou Xinchun up 9%+, robot ETFs up 2-3%.

$BABA-W(09988.HK) also up 2.8% today to 127.68. Though Jefferies just cut target from $212 to $185 (MaaS as key growth driver next 5 years) and UBS trimmed to HK$166 from HK$185 — both still Buy-rated.

AliExpress has been pushing "brand globalization + overseas fulfillment" for Chinese brands. Bringing Unitree in feels like adding some serious hardware cred while lowering the barrier for Chinese robotics to go global.

More details next week. Anyone holding $Alibaba(BABA.US) or robot-related names? 👀