Reddit Posts
Cramer says “Ixnay on IonQay” Calls on IONQ
I believe IONQ is Speculative with risks but there are not many companies that could potentially change the world, IONQ Could
Roadmap to Commercial Advantage IONQ Quantum Computers - Revealing next Gen Quantum Comps
Do you like money, of course you do, you're poor.
Sell of stocks and pay off 401K loan or let it ride?
The Discovery of the Century - How to make money off it
Time to build a crap stock portfolio?
I don't have much, but in goes the life savings. Wish me and IONQ good luck
when to take profits during bull runs (caveat - Roth IRA acct)
IONQ was up over 14 Percent Today and 29 percent right after there ER. Anyone on the Call?
IonQ Poised for Aggressive Commercial Growth in 2023 Sets Date to Report on Momentum and Fourth Quarter 2022 Financial Results.
IONQ (Quantum) - Using Arpanet to Internet Strategy?
5 Best Quantum Computing Stocks to Buy for 2023 ( $MSFT, $IONQ, $NVDA, $TECHY, $IBM)
Anybody else invest in IONQ last year and HODL like a true ape?
Just a friendly reminder, short sellers and bears are toast: With the news out today that the Air Force has a contract with IONQ, it's fairly irrefutable now--they are a legitimate company and here to stay. Days to Cover nearly at 14, good luck trying to close shorts.
QBTS, next short squeeze sleeper candidate
$IONQ is the Most Valuable Play for Quantum Computing Stock with Very Promising Returns on Investment from the Shares Bought & Held for Long-Term
$IONQ is a Valuable High Rewards Play with Promising Big Returns for Buy & Hold
$IONQ is a Valuable High Rewards Play with Promising Big Returns for Long-Term Buy & Hold
$IONQ is a Valuable High Rewards Play with Promising Big Returns for Long-Term Buy & Hold
$IONQ Technical Analysis: Easy $15 Gap Up Fill + Shorts @ LOSS in $4.00s + GOLDEN CROSS
$IONQ is the Short Squeeze Play Today. 2 ORTEX Short Squeeze Excellent Trading Signals Triggered.
$IONQ Stock: A Real Investment + Short Squeeze + No Bagholding. Backed by Amazon + Google + CHIPS & Science Bill Act recently approved
$IONQ Stock: A Real Investment + Short Squeeze + No Bagholding. Backed by Amazon + Google + CHIPS & Science Bill Act recently approved
$IONQ Joe Biden Pumping this stock
Scorpion Capital meltdown over 30% jump in $IONQ
Veteran squeezers...do consistent 2-4% up days on IONQ...
NEW IPO XPOA AND D-WAVE ANNOUNCE BUSINESS COMBINATION!!!
$IONQ a leader in quantum computing...creating their own stepladder algorithm...volume starting to really pick up 🎊🎉
$IONQ starting to move. Holding for the squeeze.
IONQ SI increased a touch. Float % increased. Could it be a small squeeze? Accurate data is tough to come by but shorts got 10 days to cover possibly. Nice setup given their moves compared to market and tech in the last few hours.
#IONQ those of you that posted...I'm beginning to believe. Healthy 25k shares position. I hope you guys are right about the short interest and the days to cover!
IONQ Leader in Quantum Computing extremely high Days to Cover, and significant short interest. Currently their Ion Trapping technology is above par, with partnerships with AWS, MSFT, GS, and many more--they have the support and infrastructure to scale to the likes of NVDA in the long term.
I scraped r/SPACs for the top ticker mentions in the last 24H. Here are the results (Monday May 09, 2022)
🌞 Good morning! #premarket #watchlist 05/04 $BBI -Announces Adjournment of Annual Meeting of Stockholders, $LYFT -earnings, $RVSN -no news, $ACON -no news, $IONQ -Johnson Fistel Encourages Shareholders to Contact the Firm Regarding Investigation... Check it in Realtime Stock Screener
🌞 Good morning! #premarket #watchlist 05/04 $BBI -Announces Adjournment of Annual Meeting of Stockholders, $LYFT -earnings, $RVSN -no news, $ACON -no news, $IONQ -Johnson Fistel Encourages Shareholders to Contact the Firm Regarding Investigation... Check it in Realtime Stock Screener
Sketchy PR LLC, Scorpio Capital attacks IONQ in short report. Here are some initial findings.
$IONQ near 52-week low. Increased my position this morning.
IONQ named one of Time Magazine's most influential companies
$PL NYSE Planet Labs PBC - trading at a discount
Whale alert! Someone’s trying to buy $3,000,000 of IONQ premarket! 😳
$PL interesting data to make you wanna buy…
A ton of positive signs for $PL. Turning point ?
Need to 3.33x my money by end of January
Need to 3.33x my money by end of January
IONQ - Strong Buy Signals? Blue Horseshoe loves them
IONQ this one could shoot up pass $60 easily
$DMYQ changing ticker tomorrow to $PL! Strap in as we blast off into orbit 👀🚀🚀🚀
IONQ is down 25% since yesterday! It’s a super bargain buy right now!
IONQ selling 20% down since yesterday! This is a quick return!
The Stock With The Best G.a.m.m.a. S.q.u.e.e.z.e Potential For The Rest Of This Month
$EMBK Embark Trucks DD: the winner in autonomous trucking
$IONQ Already Up 10%+ Pre-Market: Closing $45.01+ Today to Gamma Squeeze the ENTIRE November Call Options Strike Prices and sending $IONQ to $100+ Epic Gamma Squeezes
$IONQ Bullish Divergence Run Setup for Today only (Friday). Obtain the Entire Call Options In-The-Money for Epic Gamma Squeeze! $45+
DMYQ - Niccolo de Masi the SPAC god behind RSI, GENI and IONQ.
$IONQ Bullish Tomorrow (Friday) Let’s Get those Calls Options (ITM) Back In-The-Money! $30, $35, $40 & $45+
$IONQ Get in to profit gains on this reversal happening now!
Mentions
IONQ any day if you ever believe in quantum. Google being on top 10 holders of IONQ can be good enough reason to trust it. For understanding other key things about it: https://open.substack.com/pub/getdeepsignal/p/trapped-ions-unleashed-the-next-nvidia
I'm bullish on CCCX and quantum stocks in general, but i also think that unless they execute growth perfectly they probably have been overpriced (specifically talking about IONQ at $50-$80 and RGTI. Having said that, i generally drink the koolaid and will give them the benefit of the doubt.
IONQ is at the most irresistible entry point. 🎯
IONQ is both here, and not here.
#IONQ down from $85 to $32 since October LMAO🤌
As we can see, most of Tech, AI, Quantum, and high-beta growth stocks are being shorted in sync. SEC Rule 201 (Short Sale Circuit Breaker) was triggered on several tickers yesterday and today, including NBIS, AMD, RDDT, IONQ, QUBT, and QCOM. Even the Mag 7 aren't safe, with MSFT getting hammered a few days ago and AMZN tanking today. It feels like coordinated short selling is in full swing. It doesn't seem to matter if earnings beat or fundamentals improve; it looks like Wall Street has decided to move against retail en masse. They’ve picked the exact spot where growth peaked and started shorting the hell out of it, or perhaps through our WSB picks. Are we just supposed to sit here and watch this blatant manipulation? Money is vanishing as losses mount. People are comparing this to the April dip, but there’s no visible catalyst for price action this violent and fast. I checked the technicals for a few of these, and the velocity of this dip is actually outstripping the "April Liberation Day" drop. Whether it's the growth stocks everyone here is bullish on, or even mid-caps like RKLB, nothing is safe. Even if you played it "safe" with high R:R mid-caps or Mag 7, you’re still getting slaughtered. I’m beyond pissed off
IONQ is both there, and not there.
What do you do when things are deeply below their 200 day EMA, DCA or avoid like the plague? Looking at you IONQ, COIN, SNPS, MSFT, RDDT, PLTR, SOFI, RBLX..
Lmaooo this is a gambling sub and IONQ gets no love
Lmao to my dumbass for buying IONQ at 75
Any thoughts on the recent IONQ dip? Anyone else just buying in?
I learned my lesson with IONQ, I’ll wait for a dip thanks
Prove it. IONQ hasn’t been positive since October.
I already shorted IONQ and made money before, good luck getting back to your $51 cost basis lmao
Pretty convinced this new account is trying to create liquidity for an underwater firm. Shits been dead flat on IONQ and RGTI for a year 😂
I would hold a little longer. At least see what AMD earnings and the govt shutdown does to the stock. It might lower it ultimately, but at this point, you at least owe it to yourself to take that chance a day least be able to know. What if you get out now and then ultimately see that you should have been patient? And yes, I know how you feel. I have always have a smaller account and last summer through SPY options took my account from under $5k to a little over $40k in a matter of a week. Was recommended IONQ, took a shorter length call option and threw my whole account at it. Lost about $30k in a few days. Soul crushing experience. Could have set my wife and I up very well financially if I had just thrown it at something more secure and farther out. Stay in a safer wheelhouse than you did this time and diversify a bit more possibly. Or at least don’t throw a large portion of your account in one direction like this. Especially with who we have in office right now and how turbulent things are. Sorry you’re experiencing this and sorry people can be lame in the comments. This stuff is real life and Redditors can forget that.
Good thing im in less risky stuff like QBTS and IONQ phew
I had a screener that was looking for momentum with lower-priced stocks (e.g. < $10) / volume increases / price growth over time. But my primary goal recently was scoping out potential call option plays and this one didn't have options so I didn't pursue it. But I kept it on my short list. Dang. Was trying to find stocks that matched my earlier success with early quantum stocks (QUBT, IONQ, QBTS) when many of them were 66 cents/$1), QNCCF (326% up), as well as UURAF (rare earth, 775% up) and VLTLF (196% up), The discoveries before though weren't based on metrics, but more on a sense that this could be the next big thing and it was cheap enough to buy a lot of.
Buy the fear $BBAI $IONQ $LPTH $POET $RGTI
Someone explain why IONQ hasn’t increased since announcing a very strategic acquisition.
I’m looking to invest $10k into the AI and quantum space and am deciding how to allocate it across the tickers below. I’ve done some initial research but would love to hear perspectives from others who’ve been following these names more closely ***AIQ, QTUM, IONQ, QBTS*** Any insights, risks, or allocation thoughts are welcome
I'll preface this with saying penny stocks are time consuming. One of my friends makes about the same income as me for the past 10 years. All he's done is DCA through VOO And VTI. He's ahead financially in his investments. And he's spent WAY LESS TIME than I have. But, I enjoy learning about companies and picking some stocks as well as investing into ETF's like ones that track the S&P500. If you decide to buy penny stocks, I'd recommend only buying companies you understand and see the potential in. This way, you can gain personal value learning about companies, industries, financials, etc. And if you lose some $ on a bet, you still personally retain value from the experience. I've lost my shirt on a ton of penny stocks, but overall my penny stock portfolio has outperformed the S&P500 over a 5 year period. (At one point in that same 5 year period, it was down like 75% as these things can be super volatile.) I'll give you some examples. I used to work in marketing and one of my clients had a blood plasma business. I found this penny stock back in the day called ADMA. They're involved in the blood plasma industry... read about them, liked their business and decided to invest/gamble in shares. Now it's up 500%+. I sold off enough ADMA to break even + profit some, then left the rest of the shares to ride. About a year and a half ago, I was looking for an alternative to NVIDIA. I missed so many NVIDIA buying opportunities and still felt it was overvalued - turns out I was wrong again. Any way, I started learning more about quantum computing. There were some stocks priced in the $40 range like IONQ... so I found a quantum computing ETF that included other holdings, which, at the time were Rigetti and D Wave. Those were close to a buck, so I bought a handful. Then they skyrocketed 1,000%+. All that being said, what I've found on penny stock forums in Reddit is some of the DD's are basically sales pitches for a path towards a titanic iceberg. If you read those, just do your own DD and make sure you truly think it's a good buy. There's some good DD penny stock posts as well. I've found several good penny stocks by reading the DD's + doing my own research. Have fun!
IONQ is also dogshit, it fell from $80 to $40
Bill Gates, Dell and Benioff are early investors in IONQ. Gates was thinking we’re 3-5 years out before it’s truly useful.
Nice find, but it's worth considering whether IONQ's recent run can sustain without broader sector support. The quantum computing space is notoriously volatile, so staying grounded is key. For a deeper dive into its current levels, check out this chart: https://aimytrade.io/ticker/IONQ?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets
Where is IONQ getting g all the money from for these acquisitions? They don’t do anything. https://preview.redd.it/6o8nkiotazfg1.png?width=1284&format=png&auto=webp&s=40c279ddfe4e5d049cc8854503207b6e0f9863f1
IONQ buying SkyWater with an IOU written in crayon 🖍️ on Manila paper
IONQ? Nah, this is one of their buildings here in the Seattle area: [105,000 Square Foot Facility](https://www.heraldnet.com/wp-content/uploads/2024/02/35484826_web1_L2-240216-IonQ-Facility-EDH-fs-1024x683.jpg)
As a skyt shareholder I am voting no and/or selling. Don't want to be a part of the IONQ story right now. Not to mention the deal kinda sucks.
Had a measly $25 call option expiring 1/27 - only lost couple hundred $$$ on it (break even was $39). I guess I could have waited to see if the deal gets rejected. Wasn't interested in IONQ at these levels.
As a skyt shareholder I am selling if this get approved. I don't want to own IONQ and the deal itself sucks.
That's my dilemma right now as well. On the one hand, we'll own the same company plus a quantum computing company. On the other hand, we're forced into owning IONQ.
Thinking about selling my $SKYT. I definitely don't wanna own any $IONQ
**IonQ Inc** [(NYSE:](https://www.benzinga.com/quote/IONQ) $I[ONQ](https://www.benzinga.com/quote/IONQ) ) shares are popping on Tuesday as several analysts are reaffirming bullish outlooks following the company’s [SkyWater Technology acquisition](https://www.benzinga.com/insights/analyst-ratings/26/01/50150986/the-analyst-verdict-ionq-in-the-eyes-of-10-experts). [https://www.benzinga.com/trading-ideas/movers/26/01/50169989/whats-behind-the-momentum-in-ionq-stock](https://www.benzinga.com/trading-ideas/movers/26/01/50169989/whats-behind-the-momentum-in-ionq-stock)
IONQ having a good day
# Rosenblatt Maintains "Buy" Rating for $IONQ with $100 Price Target | IONQ Stock News GuruFocus News 01/27/2026 05:35 [https://www.gurufocus.com/news/8554544/rosenblatt-maintains-buy-rating-for-ionq-with-100-price-target-ionq-stock-news](https://www.gurufocus.com/news/8554544/rosenblatt-maintains-buy-rating-for-ionq-with-100-price-target-ionq-stock-news)
I’ve been waiting for CCCX s4 to be approved since freaking October.. bag holding between 10%-40% of my port, trading down to $15 a share. Where’s my pump? I want my pump. The compression is juicy. The calls are juicy. Volume is trading low. It’s worth more than IONQ. Yet here we are. Drunken starfish. Where the R team at? Reverse merger vote on February 12. Hurry hurry
all were a good play in 2024 and 2025. I'm sitting on some IONQ down about 30%. will just sit on the dead money until I'm probably 15% down.
anyone has opinions of quantum computing stocks? QBTS, IONQ, RGTI. Good long term buys?
1-2% gain? Just buy IONQ..
notice how none of the companies you listed are IONQ/QBTS/QUBT etc... the big players can afford to invest in academic curiosities to avoid getting blindsided in the unlikely event the tech comes to fruition.
IONQ with another diluting, multi-billion dollar acquisition... all this company knows how to do is acquire other companies, confuse its own employees, and fail to deliver on its road map
CEO of IONQ has been dumping his stock like no tmrw!
$IONQ this $IONQ that, ION think u understand this is a dumpster fire
$IONQ pumped after a stupid acquisition and then insiders dumped and screwed retail investors
$IONQ + SkyWater = Powerhouse BET
$IONQ IonQ to buy SkyWater for $1.8 billion to expand hardware capabilities By Reuters January 26, 20265:27 AM PSTUpdated 30 mins ago [https://www.reuters.com/technology/ionq-buy-skywater-18-billion-expand-hardware-capabilities-2026-01-26/](https://www.reuters.com/technology/ionq-buy-skywater-18-billion-expand-hardware-capabilities-2026-01-26/)
[IonQ to Acquire SkyWater Technology, Creating the Only Vertically Integrated Full-Stack Quantum Platform Company](https://www.businesswire.com/news/home/20260125927336/en/IonQ-to-Acquire-SkyWater-Technology-Creating-the-Only-Vertically-Integrated-Full-Stack-Quantum-Platform-Company) \- IONQ [IONQ.WS](http://IONQ.WS) [Investor Presentation](https://www.sec.gov/Archives/edgar/data/1824920/000119312526021616/d10479dex992.htm)
IONQ you might just finally be worth something now you sunnabitch
IONQ you might just finally be worth something now you sunnabitch
Started buying SKYT at the beginning of the year, mentioned it on here a couple of weeks or so ago and this am it's being bought by IONQ - although premium sucks and I'd honestly rather have continued to own it.
You are correct - i now see why. Did a deep dive into QUBT and i am incredibly concerned now. I see exactly what u mean because that company in particular shows me exactly what your saying and how much of a speculative play it truly is behind the headlines and shallow 'partnership' news breaks. - Prior to 2018 it was a Brewing Company. I personally don't think IONQ QBTS.... fit into this slot, but qubt has an awful background. Somehow ive missed it this entire time.
Out of two similar breakout on 1/20, I chose IONQ over USAR…
Imagine buying a share of Tesla for a 200% gain when you could have had 2,000% gain on Palantir. Your friend is correct. You need a lot of shares to have a chance at any big gains. Albeit, out of 10 stocks, 5 will go bankrupt, 3 will trade sideways, and 2 will have gains. In the last three years there were many opportunities for growth tech stocks. PLTR, ASTS, QBTS, IONQ, RGTI. It is slightly preheated but not cooked, PELI and BLLYF, for Trump’s Greenland mining take over. PELIR is a little late now it might be cooked. High risk high reward versus value or dividend. 1,000 shares might get you a little. BLLYF is an OTC and a long shot, but you could buy 100,000 shares for $1,300 and if 80 mile were to become Trump’s oil/mining Greenland company than maybe a millionaire at $10 shares might price. It currently trades just over 0.01. Quantity and success get you rich. One share will never amount to anything unless it is Berkshire Hathaway and $65,000 per share.
Google is fine IBM is fine. But $RGTI and $QBTS and $IONQ and $qubt? FUCK THEM
Added more on dip $AMPG $IONQ $RGTI $LWLG $BBAI #long holds
Unless it's IONQ then you're a winner
IONQ calls on dip or at open depending on after hours. Worked out last time regardless
I think tomorrow is likely to be a breakout day but only time will tell, signs IONQ and LAES are going to be partnering. the Market on close showing higher volume and a 4.2 price is pretty bullish for a continued push tomorrow: https://preview.redd.it/it2plvc4yyeg1.png?width=381&format=png&auto=webp&s=08593236668f1c43b9a925ad6ac799c4876dd589
If you saw my comment yesterday you got 12%-17% profit opportunity. I'll say it again cos it's not too late . LAES will fly especially with potential partnership with IONQ and the fact us mandated companies to be quantum proof by 2027 and they have a working salabe chip for it
If your not buying quantum stocks I don't know what the fuk your doing $RGTI $QUBT $IONQ up over 10k today
$RGTI $QUBT $IONQ quantum stocks gaining
[$IONQ](https://x.com/search?q=%24IONQ&src=cashtag_click) Blackrock reports that it increases stake in Ionq by 12,653,360 shares, now owns 27,763,822 shares (or 7.8%) of Ionq. [https://x.com/Rick101284/status/2014350408152387796?s=20](https://x.com/Rick101284/status/2014350408152387796?s=20)
With Rigetti $RGTI winning a 8.4 million $ deal with India can't imagine what $IONQ has in the works as we know they just came from DAVOS Quantum discussions
Two Quantum stocks I am holding through 2026 $RGTI $IONQ
Photonics (POET, LWLG) getting dumpstered with quantums (RGTI, IONQ, QBTS) isn't fair. Both of them sound like sci-fi mumbo jumbo but one of them isn't total bullshit at least
added $QUBT $RGTI $IONQ on the dip
quantum boutta go nuts. IONQ first, then CCCX, QBTS, RGTI, etc
I entered AMZN IONQ and GOOG this week . GUH
$ionq American Alpha Advisors LLC Purchases 40,000 Shares of IonQ, Inc. $IONQ American Alpha Advisors LLC lifted its stake in shares of IonQ, Inc. (NYSE:IONQ - Free Report) by 400.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities... [https://www.marketbeat.com/instant-alerts/filing-american-alpha-advisors-llc-purchases-40000-shares-of-ionq-inc-ionq-2026-01-20/](https://www.marketbeat.com/instant-alerts/filing-american-alpha-advisors-llc-purchases-40000-shares-of-ionq-inc-ionq-2026-01-20/)
IONQ, AMZN and GOOG calls wil
CNBC citing 2026 is gonna be the year of Quantum $IONQ 🔥 on CNBC - lock up your favorite quantum pick Check out this video, "final trade ionq" https://share.google/j8d9TExF88uX72WVJ
It's already exploded, it's currently at its peak, I'll keep it handy, thanks. I'm interested in IONQ at the moment, nothing to do with this, but just in case 😉
Already commented once, but here's another: IONQ
yeah nothing against RKLB...but you have companies like OKLO, ASTS, IONQ....ETC pure scum
Quantum. CCCX and IONQ will be the winners
potential breakout on $IONQ right now
IONQ calls wish me luck
Alright, just checked that, and also peeked IONQ. I'm gonna go to Home Depot and buy a sheet of drywall to punch, this market is bullshit
Just opinions, definitely do your own DD/research, but these are my plays and working theses: $AMPX - my thesis for AMPX rests on a demonstrable divergence between its forensic financial reality and its distressed market valuation as of January 2026. While the market continues to price the equity as a speculative R&D venture, the company’s Q3 2025 financials confirm a commercial inflection point characterized by 173% year-over-year revenue growth and, crucially, a shift to positive 15% gross margins—a rarity for early-stage hardware firms. This margin profile validates the unit economics of their silicon anode technology, proving that industrial customers in the aviation and defense sectors are willing to pay a premium for superior energy density. Furthermore, the implementation of a capital-efficient "Fab-Light" manufacturing strategy allows for rapid backlog conversion without the immediate need for dilutive financing, creating a favorable risk-reward profile supported by a $53 million backlog and a geopolitical tailwind favoring non-Chinese battery supply chains. $DGXX - classic deep value opportunity driven by a stark disconnect between its current market capitalization and the intrinsic value of its tangible assets. The stock is currently trading at a valuation that barely exceeds its \~$100 million liquidity position, implying that the market is assigning a near-zero enterprise value to its operating business and 196.7 MW of secured power infrastructure. This creates a significant margin of safety for investors, as the debt-free balance sheet mitigates bankruptcy risk while the company executes a capital-intensive pivot from low-multiple cryptocurrency mining to high-margin AI colocation and GPU-as-a-Service. If management successfully deploys its ARMS 200 units and monetizes the recently announced 1.3 GW capacity pipeline, the stock could undergo a violent multiple expansion, re-rating from a distressed commodity play to an AI infrastructure asset. $HUMA - dislocation between price and intrinsic value, trading at a market capitalization of roughly $182 million that fails to reflect the sunk cost and strategic utility of its FDA-approved bio-manufacturing platform. The current valuation appears to price the asset solely on the immediate, friction-heavy revenue ramp of its trauma indication ignoring the "strategic put" offered by its Department of Defense ECAT listing and the substantial option value embedded in its Phase 3-validated dialysis pipeline. With a strengthened balance sheet extending the cash runway into late 2026, the market is discounting a commercial-stage biologic to near-liquidation levels, creating a highly asymmetric risk/reward profile for people (like me) willing to look past the temporary lag of hospital procurement cycles to the broader adoption curve and pipeline expansion. $MDAI - event-driven value opportunity where the market has inefficiently priced the company's transition from clinical development to commercialization. The recent contraction in equity value, driven largely by a headline decline in R&D revenue, fundamentally misinterprets the completion of pivotal government-funded trials as operational weakness rather than a necessary precursor to the FDA decision expected in the first half of 2026. With the DeepView System demonstrating statistically significant superiority over human clinical judgment in burn assessment and a liquidity runway secured through non-dilutive BARDA contracts and debt facilities, the current valuation offers an risk-reward profile that fails to account for the company's defensive IP moat and the high probability of regulatory clearance. $POET - presents a compelling long opportunity driven by its successful pivot from a capital-constrained R&D firm to a commercial manufacturer with a fortified balance sheet. The company recently secured approximately $250 million in equity financing, effectively eliminating near-term insolvency risk and providing the liquidity necessary to scale production of its Optical Interposer platform without the overhang of immediate dilution. This capital injection aligns with a critical point in the semiconductor cycle, where data center infrastructure is hitting physical limitations with copper interconnects, necessitating a shift to optical solutions 1.6T data speeds. With validated partnerships like the 1.6T optical engine collaboration with semtech and indirect exposure to Amazon’s hardware roadmap through the Marvell/Celestial AI acquisition, POET has product-market fit in a high-growth vertical. Consequently, the stock currently reflects a valuation dislocation, trading on irrelevant trailing financials rather than its emerging earnings power and strategic position within the AI hardware supply chain. I'm also long NVDA/GOOGL/IONQ.
IONQ if you believe quantum computing is actually getting real this decade. They've got partnerships with AWS and Azure, and the stock moves violently on any news. High risk but the upside could be nuts if they're not just vaporware.
Imagine studying finance and learning to build DCF models only to get outperformed by gamblers holding GME, ASTS, and IONQ
What problem does quantum solve and when is it likely to solve it? Let's assume it's for real, that doesn't mean the IONQ is the winner. If it does well it's probably mostly just hype. What would be the best strategy? Get little pieces of quantum players that I don't already own substantially through index funds? If you believe in it long term then just buy it and forget about it.
I only have a few grand in IONQ. I'm not selling. But I'm not buying either.
Quantum is a 10+ year bet. I’m not saying IONQ specifically, but trimming now because “it’s been falling a bit the past few months” means you don’t understand your investment in the first place
I can't give you a crystal ball, but I have the next best thing: a brain. Look at the financials of these quantum companies and tell me, what is the profitable application of this technology in the next ten years? Not a single one of them is profitable. None of them are even close. IONQ has rising revenue, sure, but they lost $220M last year. QBTS also reports operating losses, Rigetti is not even cracking $10M in revenue (and loses money every year). The only company that isn't total dogshit is IONQ because they at least have substantial revenue that is climbing. However, quantum computing is not cost effective. We are years away from such machines. Maybe at colossal scale these could start to be money making machines, but right now they are science machines propped up by investors who don't know any better and are just riding high beta tech stocks in a bull market. At the first sign of real pullback, they will crumble.
Bottom line whomever cracks this nut will make NVDIA look like child's play. So I think it's worth betting on most the major horses including big tech. IONQ is one of them.