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Quantumcomputing

RGTI: The Bullish Dragon Awakens for 2026 The Bull Case: Technical Setup: The Dragon Pattern We are witnessing a textbook Bullish Dragon formation on the Rigetti chart, signaling a major trend reversal. The Head: Formed at the previous swing high before the initial decline. The Feet: We have two distinct lows—the "Left Foot" followed by a higher "Right Foot." This higher low indicates that selling pressure is exhausted and buyers are stepping in earlier than before. The Hump: The mid-pattern peak that provides our primary resistance level. The Trigger (Tail): A breakout above the trendline connecting the "Head" and the "Hump" confirms the pattern. With the stock recently showing resilience around the $23.60–$25.00 level, a move above the hump will confirm the "Tail" extension toward targets at $35.00 and $50.00. Fundamental Bull Case: 2026 Technology Roadmap: Rigetti is on track to deploy its 150+ qubit system by late 2026, targeting a 99.7% median two-qubit gate fidelity. This is a critical step toward their 1,000+ qubit goal in 2027. Strong Liquidity: As of late 2025, Rigetti fortified its balance sheet with roughly $600 million in cash and equivalents, providing a substantial runway for R&D without the immediate need for dilutive financing. Strategic Partnerships: Recent support for NVIDIA’s NVQLink platform positions Rigetti at the intersection of AI supercomputing and quantum processing, a high-growth hybrid niche for 2026. Commercial Momentum: The company secured $5.7 million in purchase orders for its Novera systems in late 2025, with deliveries scheduled for the first half of 2026, marking a shift from pure research to commercial hardware sales. The Verdict: The confluence of a confirmed "Dragon" reversal pattern and a well-funded 2026 roadmap makes RGTI a high-conviction play for the next phase of the quantum revolution.
NASDAQ:RGTILong
by BallaJi
RGTI forecast, utilizing volatility ETFsLooking for RGTI to retest lows again imminently before pushing to 32.6$ level into late q1 2026. RGTZ expected to have a decent 25% move off these lows to 19+ range as RGTI pulls back. Then switching to hold RGTU for the buy wave on RGTI to 32-33$ gap fill target, as RGTZ slides back to 12.85-13.1 discount range. Time-wave cycles analysis indicates we will have another strong sell wave for RGTI back to 19-20$ zone once gap at 32-33$ is filled, so plan is to on ride RGTZ again from 12.85-13.1 entry zone to 26$ target sometime in q2 2026. still lots of froth in the quantum space imo so this type of range bound action seems likely to me
NASDAQ:RGTZ
by DaveTradesLive
Can Gold's Transformation Justify a $7,000 Price Target?The global gold market is experiencing a fundamental paradigm shift as the metal transitions from a passive portfolio hedge to a strategic necessity across multiple domains. With U.S. national debt exceeding $38 trillion and a debt-to-GDP ratio above 124%, the report argues that sovereign debt debasement has become mathematically inevitable, forcing central banks into implicit yield curve control and perpetual currency dilution. Simultaneously, geopolitical fractures exemplified by the January 2026 capture of Venezuelan President Maduro and escalating Arctic tensions over Greenland are driving nations to diversify away from their reliance on weaponized dollar reserves. The BRICS alliance's launch of a 40% gold-backed "Unit" currency in October 2025, combined with record central bank purchases of 220 tonnes in Q3 2025 alone, signals a coordinated global effort to remonetize gold as the ultimate neutral reserve asset. Beyond monetary dynamics, gold is becoming indispensable to the technological infrastructure of the future. The AI revolution creates inelastic industrial demand, with gold-tin solder and gold wire bonding proving essential for thermal management in high-performance chips, such as NVIDIA's B200 GPU and High-Bandwidth Memory (HBM3E) systems. This "AI tax" on gold supply permanently removes metal from circulation as it becomes embedded in data centers and semiconductor packages. Basel III regulatory reforms have further catalyzed demand by elevating allocated physical gold to Tier 1 asset status, incentivizing banks to swap paper assets for physical metal, and exposing the leverage in the paper gold market. Additionally, emerging applications in quantum computing, nanomedicine, and space infrastructure, including China's planned deployment of 200,000+ satellites for 6G networks, create entirely new sources of consumption. The convergence of these structural forces creates what the report calls a "supply squeeze" amid declining ore grades, rising production costs, and potential export restrictions by major producers. With global debt approaching $346 trillion and cyber warfare risks underscoring gold's unique status as an "analog hedge" immune to digital manipulation, the report projects $7,000 per ounce not as speculation but as a rational repricing of a strategic asset facing unprecedented convergent demand. The thesis holds that gold has evolved from a "nice-to-have" portfolio diversifier into a "must-have" strategic material for central banks seeking neutrality, technology companies requiring conductivity, and investors needing protection against systemic collapse. The authors conclude that supply constraints can be resolved only through price adjustment, making the path to $7,000 "paved with necessity."
FX_IDC:XAUUSDLong
by UDIS_View
RGTI: Compression Before ExpansionSetting the Stage Rigetti Computing ( NASDAQ:RGTI ) continues to mature through a prolonged corrective phase following its prior speculative expansion. While price has spent months digesting excess, the structure is no longer impulsively bearish. Instead, the chart now reflects stabilization, contraction in volatility, and early signals of momentum alignment — the conditions that often precede a meaningful directional move when macro sentiment and risk appetite begin to cooperate. Why This Matters Now From a broader perspective, speculative growth and emerging-technology names are entering a selective rotation phase rather than a broad risk-on melt-up. Capital is no longer chasing momentum blindly; it is waiting for structure, confirmation, and relative strength. RGTI fits this environment well. As a high-beta name tied to long-term quantum computing narratives, it tends to respond disproportionately once liquidity returns to the risk curve — making periods of compression more important than periods of hype. What the Chart Is Saying On the 4H time frame, RGTI has transitioned from a strong downtrend into a basing structure defined by higher lows and controlled pullbacks. Price is compressing beneath key Fibonacci retracement levels while respecting recent demand, suggesting sellers are losing dominance without buyers overextending prematurely. Momentum indicators reinforce this view: a developing TTM Squeeze combined with a fresh MACD cross near the zero line signals volatility expansion potential rather than exhaustion. As long as price continues to hold above recent higher lows, this remains constructive consolidation — not distribution. Patience Before Expansion RGTI does not need immediate upside to remain valid. Its strength lies in what it is not doing: it is not breaking down, not accelerating lower, and not rejecting support. Continued acceptance above the current base keeps the door open for a measured push into higher resistance zones, where trend confirmation would matter most. Until then, this is a name to monitor, not chase — allowing structure to resolve before committing risk, and letting volatility expansion work in your favor rather than against you.
NASDAQ:RGTILong
by oneforthestacks
Quantum Leap: $QTUM Continuation Pattern has triggered.The Defiance Quantum ETF (QTUM) is showing a classic bullish continuation pattern after a spectacular 2025. Following a sharp rally, the price has been consolidating in a tight range near its 52-week high of $117.12. The Technical Setup: We are seeing a clear consolidation phase—likely a cup and handle / or continuation inverse head and shoulders Both have the same price objective—just above the 50-day moving average ($114.36). This 'pause' in the trend is healthy and suggests that the previous uptrend is ready to resume. FUNDAMENTAL DRIVER: 2026 is being labeled a potential 'inflection year' for the industry. IBM is targeting quantum advantage by the end of this year with its 120-qubit Nighthawk processor, while IonQ aims for systems up to 256 qubits. Diversified Exposure: Unlike betting on a single stock, QTUM holds 84 different companies, spreading risk across hardware, software, and machine learning leaders like Microsoft, Alphabet, and NVIDIA. Massive Market Growth: Analysts estimate the quantum computing market could grow from $0.8 billion in 2025 to over $1 billion in 2026, with some projections suggesting a nearly $2 trillion value creation potential by 2035. Sustained Inflows: The ETF has seen net AUM growth of over $2.39 billion in the last year, proving that institutional capital is rotating heavily into this sector. What's your take? Is the quantum sector ready for another parabolic move?
NASDAQ:QTUMLong
by BallaJi
Understanding Rigetti ComputingRigetti Computing is a high-tech company that builds Quantum Computers. While normal computers (like your phone or laptop) use "bits" (0s and 1s), quantum computers use "qubits." This allows them to solve mathematical problems that are too complex for even the world's fastest supercomputers. In 2025, Rigetti’s stock price became a "hot topic" because it grew by thousands of percentage points. However, as a new trader, it is important to understand why the price moved and why many experts are now careful. Why the Stock Rose: The "Quantum Hype" Several factors pushed Rigetti’s stock higher during the AI boom: * Technology & Innovation: Rigetti is "vertically integrated." This means they make their own chips and their own software. This is a very professional and efficient way to build a company. * Geopolitics: The United States government wants to win the "Quantum Race" against other countries. Because of this, companies like Rigetti often receive government support and contracts. * Industry Trends: As Artificial Intelligence (AI) grows, it needs more power. Quantum computing is seen as the next step to make AI even smarter. The Risk: Is the Price Too High? When a stock grows too fast without having enough sales (revenue), traders call it " overbought." Here is the current situation for Rigetti: * The Valuation Gap: Rigetti’s "Price-to-Sales" ratio is very high. This means the stock price is much higher than the actual money the company is making. * High Cash Burn: Building quantum computers is very expensive. The company spends a lot of money on science and research, but does not yet have many paying customers. * Market History: Professional traders remember the "Dot-Com" bubble of the year 2000. Back then, many internet stocks rose quickly and then crashed by 90%. Some experts fear Rigetti might follow a similar path. Market Impact and 2026 Prediction If you are trading this stock, you should expect high volatility. This means the price can go up or down 10% or 20% in a single day. What to expect by the end of 2026: Many analysts believe the "hype" will slow down and the price will return to a more realistic level. Predictions suggest the stock could settle between $3 and $7 by the end of 2026. This would be a "correction," where the market moves from trading on "dreams" to trading on "real financial results."
NASDAQ:RGTIShort
by TradeThePool
Will Quantum Computing Rewrite the Rules of Global Power?D-Wave Quantum Inc. (QBTS) stands at the intersection of three transformative forces reshaping the investment landscape: the intensifying U.S.-China technology race, the shift toward energy-efficient computing, and the militarization of optimization technology. The company has achieved what few quantum computing firms can claim: actual commercial revenue with over 200% year-over-year growth and software-like gross margins approaching 78%. With a fortified balance sheet of $836 million in cash, D-Wave has eliminated the existential funding risk that plagues most deep-tech ventures, providing a multi-year runway to execute its dual-track strategy of commercializing quantum annealing while developing next-generation gate-model systems. The strategic deployment of D-Wave's Advantage2 quantum computer at Davidson Technologies in Huntsville, Alabama, the heart of U.S. missile defense, marks a watershed moment. This isn't cloud access; it's physical hardware embedded in secure defense infrastructure, optimizing interceptor assignments and radar scheduling for national security applications. As the U.S.-China Economic and Security Review Commission warns of "Q-Day" threats and recommends $2.5 billion in quantum funding through 2030, D-Wave's transition from research curiosity to critical defense asset positions it to capture significant government procurement contracts. The company's quantum annealing technology solves combinatorial optimization problems that classical supercomputers struggle with, issues that underpin modern warfare logistics, supply chain resilience, and industrial competitiveness. Beyond defense, D-Wave addresses a critical bottleneck in the AI revolution: energy consumption. As data centers strain against power grid limits, D-Wave's quantum annealers offer energy-efficient solutions for optimization problems, from pharmaceutical drug discovery to financial portfolio management. The company's "Proof of Quantum Work" blockchain mechanism demonstrates potential applications in secure financial infrastructure, while partnerships with Fortune 500 companies, such as BASF and Ford, show immediate operational value. Scientific validation has proven D-Wave's annealers vastly outperform both gate-model quantum competitors and classical supercomputers on specific problem sets. With institutional investors like Citadel increasing their stakes and macroeconomic conditions favoring a 2026 rotation toward high-growth tech as interest rates decline, D-Wave represents an asymmetric opportunity, a company priced for skepticism but delivering results that demand conviction.
NYSE:QBTSLong
by UDIS_View
SkyWater (SKYT) — Trusted U.S. Specialty Foundry Scaling UpCompany Overview SkyWater NASDAQ:SKYT is a U.S.-based specialty semiconductor foundry serving defense, aerospace, and advanced computing with radiation-hardened, mixed-signal, and MEMS technologies—delivering secure, domestic manufacturing. Key Catalysts Onshoring Tailwind: DoD Trusted Foundry status + Fab 25 (Texas) acquisition position SKYT to capture CHIPS Act–driven demand. Record Results: Q3’25 revenue $150.7M (record) on strong wafer demand and Texas contributions; margin trend improving with mix and scale. Strategic Edge: Early leadership in quantum computing manufacturing adds long-term, high-margin optionality. Investment Outlook Bullish above: $13.50–$14.00 Target: $30–$32 — supported by secure supply positioning, Fab 25 ramp, and expanding defense/advanced-compute programs. 📌 SKYT — the secure U.S. foundry levered to defense, CHIPS, and next-gen compute.
NASDAQ:SKYTLong
by Richtv_official
QUBT — Bullish Wave Formation or Another Trap Zone Ahead?🔬 QUBT – Quantum Computing Inc. 💸 Stock Market Profit Playbook (Swing / Day Trade) 🎯 Setup Overview We’re looking at QUBT — the Quantum Beast of tech innovation 🧠⚙️. The setup? A Bullish Breakout + Bullish Pullback combo that’s ready to roll if momentum confirms. 🧭 Trade Plan (Thief-Style Precision ⚔️) 💥 Breakout Entry: If price breaks the previous neutral zone around $19.00, that’s your ignition switch 🔓 — buy above that zone once confirmation candle closes strong. ♻️ Pullback Entry: Wait for the price to revisit the Triangular Moving Average (TMA) region near $13.00. If bulls defend that zone — that’s your wave start! 🏄‍♂️ Ride the bullish momentum from there. 💰 Thief Strategy (Layered Entry): We thieves don’t chase — we layer. Place multiple buy limits like a pro sniper 🎯 First Layer ➤ $35.00 Second Layer ➤ $36.00 Third Layer ➤ $37.00 (You can extend your limit layers higher or lower based on your risk appetite and strategy.) 🛑 Stop Loss (SL): This is my “Thief SL” @ $34.00 🧨 — but dear Ladies & Gentlemen (Thief OGs), this is not financial advice. Set your own SL based on your plan & comfort zone. Protect your pockets first, profits later! 💼 🎯 Take Profit (TP) / Target: The Police Barricade awaits around $44.00 🚓 — strong resistance, overbought signals, and possible trap zone there! So, our main escape point is $43.00, where smart thieves bag profits and disappear like smoke 💨💵 Note: Dear Thief OGs — I’m not recommending only my TP. Make your own move when you’re in profit. 🧩 Related Pairs / Market Correlation (For Cross-Eye Analysis 👀) Keep these tickers in your radar when QUBT starts heating up 🔥: NASDAQ:AMD → Tracks semiconductor + tech demand. If AMD rips, quantum stocks often follow the vibe! ⚙️ NASDAQ:NVDA → The AI overlord 👑 — any surge here can reflect positive sector sentiment toward compute innovation (including quantum). CBOE:ARKQ → ARK’s innovation ETF 🚀 — often holds early-stage quantum exposure; its movement shows if deep-tech is gaining capital inflow. NASDAQ:SOXX → The semiconductor index ETF. When it rallies, it confirms broad tech strength 🌐 When these tickers move in sync → that’s your quantum confirmation ripple 🌊 ⚙️ How To Use This Setup (The Thief Way 🕶️) Layer entries smartly, not emotionally. 🧠 Define SL & TP your way — mine’s just a reference. 💎 Manage exposure — if multiple layers trigger, scale wisely. 📈 Track volume + candle structure near breakout zones. 🕰️ Patience pays — let the setup prove itself. ✨ “If you find value in my analysis, a 👍 and 🚀 boost is much appreciated — it helps me share more setups with the community!” ⚠️ Disclaimer: This is thief-style trading strategy just for fun. Always DYOR (Do Your Own Research) before entering any trade. #QUBT #QuantumComputing #StockAnalysis #SwingTrade #DayTrade #Breakout #Pullback #TradingStrategy #ThiefStyle #TechStocks #TradeSetup #ProfitPlaybook #StockMarket
NASDAQ:QUBTLong
by The-Thief
1
D-Wave: Quantum Leap or Valuation Bubble?D-Wave Quantum (QBTS) has outperformed peers in 2025, but a divergence between practical defense contracts and insider selling signals a critical pivot point for 2026. D-Wave Quantum has emerged as the surprise breakout of the year, decoupling from competitors like IonQ and Rigetti to deliver triple-digit gains before a recent correction. While the stock has pulled back from its October highs, the fundamental thesis has shifted from speculative "science projects" to deployable national security assets. The question for 2026 is whether revenue execution can catch up to an $8 billion market cap that currently trades at a premium to reality. Geostrategy & Geopolitics: The Huntsville Stronghold The most significant development for D-Wave is not in Silicon Valley, but in Huntsville, Alabama. The installation of the Advantage2™ system at Davidson Technologies places D-Wave at the heart of the US missile defense ecosystem. In a geostrategic landscape defined by US-China technological decoupling, D-Wave has effectively become a "dual-use" asset. The system is now operational for Department of Defense (DoD) applications, specifically targeting contested logistics and radar resource deployment—problems where seconds determine survival. Technology & Science: The Annealing Advantage While competitors chase the "gate-model" holy grail, D-Wave’s dominance in quantum annealing offers immediate utility. The sixth-generation Advantage2 system is not theoretical; it is solving energy-minimization problems today. This scientific pragmatism was validated when Fast Company recognized D-Wave in its "Next Big Things in Tech" awards. The technology's ability to handle 20-way connectivity allows for higher-fidelity modeling of real-world chaos, distinguishing it from peers still stuck in error-correction limbo. Business Models & Innovation: Quantum-as-a-Service (QaaS) D-Wave is successfully transitioning from hardware sales to a high-margin recurring revenue model via its Leap™ cloud service . By offering "Quantum-as-a-Service," the company allows clients like NTT DOCOMO to access solvers remotely, reducing paging signal traffic by 15% without capital-intensive hardware purchases. This business model innovation mirrors the early SaaS evolution, creating sticky ecosystems where customers build proprietary hybrid applications on top of D-Wave’s architecture, increasing switching costs and lifetime value. Macroeconomics & Economics: The Valuation Disconnect Despite the bullish narrative, the economic fundamentals demand caution. D-Wave trades at a price-to-sales ratio exceeding 300x, a valuation that assumes flawless execution. While third-quarter revenue doubled to $3.7 million, the company reported a $27.7 million operating loss. However, the balance sheet is a fortress: with **$836.2 million in cash**, D-Wave is insulated from the high-interest-rate environment that crushes capital-poor tech firms. This capital buffer allows them to burn cash on R&D through 2027 without immediate dilution risks. Management & Leadership: Vision vs. Execution Leadership signals are currently mixed. CEO Alan Baratz has been a vocal defender of the company's "commercial-first" strategy, effectively countering skeptics in *The Wall Street Journal*. However, insider activity paints a complex picture. Baratz sold approximately $3.9 million in stock in mid-November, a move that often rattles retail sentiment. Investors must weigh this liquidity event against the strategic clarity the governing council has provided regarding the company's roadmap toward profitability. Industry Trends & Cyber: The Real-World ROI The industry is moving from "quantum supremacy" experiments to ROI-driven case studies. D-Wave is leading this trend across multiple verticals: * Public Safety: A joint project with **North Wales Police** reduced incident response planning from months to minutes. * Cyber-Logistics: The US Army utilizes the tech to optimize fuel breaks for wildfire management, a critical infrastructure protection capability. These applications prove that D-Wave is solving "NP-hard" optimization problems that classical supercomputers struggle to process efficiently. Patent Analysis & Intellectual Property D-Wave has constructed a formidable defensive moat with over 250 U.S. patents . Their IP strategy focuses heavily on the hybridization of quantum and classical processing, ensuring they own the interface where business problems meet quantum solvers. This patent portfolio makes them a potential acquisition target for hyperscalers seeking to bypass years of R&D in the annealing space. Strategic Outlook D-Wave is no longer a penny stock gamble; it is a capitalized institutional play with backing from the Swiss National Bank . However, the current valuation prices are based on years of growth upfront. The stock is a "Hold" for conservative portfolios but a strategic "Buy" on dips for those betting on the US defense sector’s rapid adoption of quantum logistics.
NYSE:QBTSLong
by TradeThePool
Is Cisco Building the Internet of Tomorrow or Something Else?Cisco Systems has undergone a dramatic transformation in 2025, evolving from a traditional hardware vendor into what the company positions as the architect of secure, AI-driven global infrastructure. With fiscal year 2025 revenue reaching $56.7 billion and a remarkable 30% surge in operating cash flow, Cisco's financial performance tells only part of the story. The company has strategically positioned itself at the intersection of three critical technological timelines: the immediate AI infrastructure boom, the ongoing geopolitical supply chain realignment, and the long-term quantum computing development. The company's geopolitical strategy has been particularly aggressive. In response to escalating US-China trade tensions and tariffs reaching up to 145% on certain components, Cisco has pivoted its manufacturing operations to India, establishing it as a new global export hub. Simultaneously, the company launched its Sovereign Critical Infrastructure portfolio in Europe, offering air-gapped solutions that address European concerns about digital sovereignty and US extraterritorial reach. These moves position Cisco as the "trusted vendor" for Western alliance infrastructure while monetizing the fragmentation of the global internet. On the technology front, Cisco has made bold bets on the future. A landmark partnership with IBM aims to build the world's first large-scale quantum network by the early 2030s, with Cisco developing the optical infrastructure to connect quantum processors. The company has also integrated SpaceX's Starlink into its SD-WAN portfolio and participated in NASA's Artemis program. Meanwhile, its AI-native Hypershield security platform, protected by the company's 25,000th patent, and the integration of the Splunk acquisition demonstrate Cisco's push into AI-era cybersecurity. The convergence of these initiatives reveals a company no longer simply selling networking equipment, but rather positioning itself as essential infrastructure for Western technological sovereignty. With explosive demand from hyperscaler customers generating over $2 billion in AI infrastructure orders and analysts raising price targets amid a 25% stock rally, Cisco appears to have successfully weaponized the geopolitical moment to reinforce its market position for the next generation of computing.
NASDAQ:CSCOLong
by UDIS_View
$RGTI: Reaction from Macro Resistance and Structural OutlookPrice reacted as expected from the key resistance outlined in the October update. The main hypothesis remains that price has likely topped and is now completing its first wave of decline. Any upcoming recovery attempt will be considered a bounce and potential lower high formation before further downside later this year. Chart: In the broader context, the critical zone to monitor is the 35–25 support area. If price manages to stage an impulsive 5-wave recovery from this zone, the probability for another upside leg toward the next macro resistance at 85–115 will remain valid. However, if the recovery from this area unfolds as a corrective 3-wave structure, then a breakdown below the Dec’24 top and continuation into the macro support zone will become the higher-probability scenario. Chart (weekly): Previous Updates • On macro resistance and potential topping (Oct 13) Chart: View Idea • On support and pullback potential (Sep 24) Chart: View Idea • On macro structure (Sep 18) Chart: View Idea
NASDAQ:RGTIShort
by artemfedorov
3
Can One Company Control Computing's Future?Google has executed a strategic transformation from a digital advertising platform to a full-stack technology infrastructure provider, positioning itself to dominate the next era of computation through proprietary hardware and breakthrough scientific discoveries. The company's vertical integration strategy centers on three pillars: custom Tensor Processing Units (TPUs) for AI workloads, quantum computing breakthroughs with verifiable advantages, and Nobel Prize-winning drug discovery capabilities through AlphaFold. This approach creates formidable competitive barriers by controlling foundational computational infrastructure rather than relying on commodity hardware. The TPU strategy exemplifies Google's infrastructure lock-in model. By designing specialized chips optimized for machine learning tasks, Google achieved superior energy efficiency and performance scaling compared to general-purpose processors. The company's multibillion-dollar deal with Anthropic, deploying up to one million TPUs, transforms a potential cost center into a profit generator while locking competitors into Google's ecosystem. This technical dependence makes migration to rival platforms financially prohibitive, ensuring Google monetizes a significant portion of the generative AI market through its cloud services regardless of which AI models succeed. Google's quantum computing achievement represents a paradigm shift from theoretical benchmarks to practical utility. The Willow chip's "Verifiable Quantum Advantage" demonstrates a 13,000-times speedup over classical supercomputers in physics simulations, with immediate applications in molecular structure mapping for drug discovery and materials science. Meanwhile, AlphaFold delivers quantifiable economic impact, reducing Phase I drug development costs by approximately 30% from over $100 million to $70 million per candidate. Isomorphic Labs has secured nearly $3 billion in pharmaceutical partnerships, validating this high-margin revenue stream independent of advertising. The geopolitical implications are profound. Google holds the second-highest number of quantum technology patents globally, with strategic IP covering essential scaling technologies like chip tiling and error correction. This intellectual property portfolio creates a technical chokepoint, positioning Google as a mandatory licensing partner for nations seeking to deploy quantum technology. Combined with the dual-use nature of quantum computing for both commercial and military applications, Google's dominance extends beyond market competition to national security infrastructure. This convergence of proprietary hardware, scientific breakthroughs, and IP control justifies premium valuations as Google transitions from cyclical advertising dependence to an indispensable deep-tech infrastructure provider.
NASDAQ:GOOGLong
by UDIS_View
Taking the QUBT Here - LONGTrading Fam, Got the BUY from my indicator here on QUBT. Even with the market acting toppy, I've got to trust this thing! I can hardly believe how accurate it has been in stocks, nearly doubling our portfolio in just over a year since implementation. No more hours and hours of studying charts, drawing trendlines and patterns, and then ...essentially guessing. When the thing alerts me to buy, I buy, and when the thing alerts me to sell, I sell (or go short). The results are there. I've been doing this all publicly so that you can observe the results right along with me and everyone else who cares. Wins are posted. Losses are posted. It works on stocks. It's horrible with crypto. Two trackers. Both telling very different stories. And I've learned. It's about high mc and high volume. If I don't have that, it just isn't as accurate. But when I do, we are on fire. Indeed, my last 18 exits from stocks have all been wins, and we have averaged 30% profit per trade. So, let's do this again! Here on QUBT, you can see I have one trendline drawn. If we break that? I might have my first loss since March and it is probably time to sell. But since I received a buy signal from my indicator right on that line, I'm going to take the trade. I'll be shooting for just over $23 for a net profit of over 46%. My stops are set at $13.13 rn. This give me a rrr of 1:3. Let's go! ✌️Stew
NASDAQ:QUBTLong
by stewdamus
Is IBM Building an Unbreakable Cryptographic Empire?IBM has positioned itself at the strategic intersection of quantum computing and national security, leveraging its dominance in post-quantum cryptography to create a compelling investment thesis. The company led the development of two of the three NIST-standardized post-quantum cryptographic algorithms (ML-KEM and ML-DSA), effectively becoming the architect of global quantum-resistant security. With government mandates like NSM-10 requiring federal systems to migrate by the early 2030s, and the looming threat of "harvest now, decrypt later" attacks, IBM has transformed geopolitical urgency into a guaranteed, high-margin revenue stream. The company's quantum division has already generated nearly $1 billion in cumulative revenue since 2017—more than tenfold that of specialized quantum startups—demonstrating that quantum is a profitable business segment today, not merely an R&D cost center. IBM's intellectual property moat further reinforces its competitive advantage. The company holds over 2,500 quantum-related patents globally, substantially outpacing Google's approximately 1,500, and secured 191 quantum patents in 2024 alone. This IP dominance ensures future licensing revenue as competitors inevitably require access to foundational quantum technologies. On the hardware front, IBM maintains an aggressive roadmap with clear milestones: the 1,121-qubit Condor processor demonstrated manufacturing scale in 2023, while researchers recently achieved a breakthrough by entangling 120 qubits in a stable "cat state." The company targets deployment of Starling, a fault-tolerant system capable of running 100 million quantum gates on 200 logical qubits, by 2029. Financial performance validates IBM's strategic pivot. Q3 2025 results showed revenue of $16.33 billion (up 7% year-over-year) with EPS of $2.65, beating forecasts, while adjusted EBITDA margins expanded by 290 basis points. The company generated a record $7.2 billion in year-to-date free cash flow, confirming its successful transition toward high-margin software and consulting services. The strategic partnership with AMD to develop quantum-centric supercomputing architectures further positions IBM to deliver integrated solutions at exascale for government and defense clients. Analysts project IBM's forward P/E ratio may converge with peers like Nvidia and Microsoft by 2026, implying potential share price appreciation to $338-$362, representing a unique dual thesis of proven profitability today combined with validated high-growth quantum optionality tomorrow.
NYSE:IBMLong
by UDIS_View
2
QUBT [Swing]: Double Bottom + Volume = Opportunity🎯 QUBT: The Quantum Heist Setup! 💎 Double Bottom Breakout Play 📊 Asset Overview Quantum Computing Inc. (QUBT) - Riding the quantum wave with momentum! 🌊 🔍 Technical Analysis The chart is screaming opportunity! 📢 We've spotted a volume-weighted moving average double bottom pattern with a clean retrace hitting the 786 MA line. Bulls are flexing their muscles 💪 and the setup looks primed for an upside explosion. Key Technical Highlights: ✅ Double bottom formation confirmed ✅ Volume spike supporting the move ✅ 786 MA acting as dynamic support ✅ Momentum indicators turning bullish 🎯 The "Thief" Strategy Playbook 🚪 Entry Zone: The Layered Approach Thief Strategy = Smart Layering 🧠 Instead of going all-in at one price, we're using multiple limit orders (layering strategy) to build our position: 💰 Layer 1: $19.50 💰 Layer 2: $20.00 💰 Layer 3: $20.50 💰 Layer 4: $21.00 Pro Tip: You can add more layers based on your risk appetite and position size! This approach averages your entry and reduces timing risk. 🎲 🛡️ Risk Management 🚨 Stop Loss: $18.00 Important Note: This is the Thief OG stop level, but remember — your capital, your rules! 👑 Every trader's risk tolerance is different. Adjust based on your own comfort zone and account size. Trade at your own risk! 🎯 Profit Targets 🏁 Primary Target: $25.00 Why $25? Because at $26.00, we've got a "Police Barricade" 🚔🚧 — a strong resistance zone where: Overbought conditions likely Bull trap potential Heavy selling pressure expected Smart thieves escape before the sirens! 🚨 Lock in profits at $25.00 and live to trade another day. Another Important Note: This is a suggested target level. You make the money, you take the money — at your own discretion and risk! 💵 🔗 Related Pairs to Watch Keep an eye on these correlated quantum/tech plays: NYSE:IONQ - Pure-play quantum computing competitor NASDAQ:RGTI - Rigetti Computing (quantum sector) NYSE:IBM - Traditional tech with quantum division NASDAQ:NVDA - AI/quantum chip correlation NASDAQ:GOOGL - Google's quantum initiatives Correlation Play: When quantum stocks heat up, they often move together. QUBT leading could signal sector-wide momentum! 🔥 ⚠️ Disclaimer This is the "Thief Style" trading strategy — designed for entertainment and educational purposes with a fun twist! 🎭 This is NOT financial advice. Always do your own research, manage your risk, and never trade with money you can't afford to lose. Past performance doesn't guarantee future results. Trade responsibly! 🎲 🎬 Final Words The setup is there, the levels are marked, and the quantum play is heating up! Whether you're swing trading or day trading, this layered approach gives you flexibility and control. Remember: Markets don't care about your feelings — stick to your plan, manage your risk, and let the probabilities work in your favor over time! 🎯 ✨ If you find value in my analysis, a 👍 and 🚀 boost is much appreciated — it helps me share more setups with the community! #QUBT #QuantumComputing #StockMarket #SwingTrading #DayTrading #TechnicalAnalysis #DoubleBottom #ThiefStrategy #LayeringStrategy #TradingSetup #BullishSetup #StockTrading #QuantumStocks #TradingIdeas #PriceAction #RiskManagement
NASDAQ:QUBTLong
by The-Thief
1
Can Quantum Annealing Reshape Global Power?D-Wave Quantum Inc. has emerged as a distinctive player in commercial quantum computing by focusing on immediate utility through quantum annealing rather than waiting for fault-tolerant gate systems. The company's Advantage2™ system, featuring over 4,400 qubits, delivers production-grade solutions for complex optimization problems today, generating measurable ROI for clients like Ford Otosan, which reduced vehicle production scheduling from 30 minutes to under five minutes. This hybrid strategy of monetizing mature annealing technology while developing gate-model capabilities positions D-Wave to capture revenue now while hedging technological risk for the future. The quantum computing market's projected growth to $20.20 billion by 2030 (41.8% CAGR) and JPMorgan Chase's $1.5 trillion initiative, which explicitly includes quantum as a critical security technology, validate this sector beyond speculative investment. D-Wave's recent scientific milestone, demonstrating "beyond-classical computation" on a magnetic materials simulation published in Science, marks a pivotal moment. The Advantage2™ prototype completed in minutes what would have required nearly one million years on classical supercomputers like Frontier, representing the first quantum supremacy claim on a commercially relevant, real-world problem. While classical researchers dispute aspects of the claim, the peer-reviewed validation drives enterprise confidence and accelerates bookings across manufacturing, pharmaceuticals, and energy sectors. Japan Tobacco's proof-of-concept using D-Wave's quantum-AI workflow generated drug candidates with superior properties compared to classical methods, addressing the pharmaceutical industry's 90%+ failure rate crisis. Geopolitically, D-Wave has strategically embedded itself in European digital sovereignty initiatives, co-founding Italy's Q-Alliance to establish what aims to be the world's most powerful quantum hub. This dual-vendor partnership with IonQ provides Italy and the EU immediate access to D-Wave's production-ready annealing technology while hedging against future gate-model capabilities. Additional strategic deployments include Swiss Quantum Technology's €10 million investment and extended partnerships with Aramco Europe. The company's concentrated portfolio of 208 patent families in superconducting annealing creates defensible IP barriers, though significant risks remain: wider-than-expected losses despite 40% revenue growth, the Advantage2™ system's high cost barrier to adoption, and critical dependence on rare helium-3 supplies subject to geopolitical volatility.
NYSE:QBTSLong
by UDIS_View
1
Quantum Computing and the Future of Blockchain Security Many modern blockchains, including those using ECDSA signatures such as BITSTAMP:BTCUSD and COINBASE:ETHUSD , rely on cryptography that could one day be challenged by advances in quantum computing. While practical quantum attacks remain theoretical today, the discussion about post-quantum security is becoming more relevant as research accelerates. Quantum Resistant Ledger ( MEXC:QRLUSDT ) is an example of a project that was designed from the beginning with quantum security in mind. Launched in 2018, it implements a different signature scheme (XMSS) that aims to remain secure against quantum-based attacks. Attached is the daily chart for MEXC:QRLUSDT , showing a rise in volatility as quantum computing news gained attention. Recently, growing awareness of quantum computing’s potential impact on digital assets has coincided with higher volatility in quantum-security-related tokens. Traders are increasingly paying attention to how the “quantum threat” narrative may influence long-term blockchain evolution and investor sentiment. From a broader perspective, the topic raises important questions for the crypto industry: - How fast will quantum computing capabilities advance? - What kinds of post-quantum algorithms are being tested by major networks? - Which projects are best positioned to adapt to these changes? As always, it’s important to approach the subject analytically. The quantum-security discussion may not affect market prices in the short term, but it could shape future developments across the blockchain landscape.
Long
by ChillerID
1