Next week will be the litmus test for quantum stocks. How will they react if the market becomes more cautious due to the announced tariffs and investors flee to safe havens? $IONQ $RGTI $QBTS $QUBT

Weekend thought: IonQ isn't just a quantum computing company—it's a call option on AI, next-generation computing, cybersecurity, and even the future of high-performance computing infrastructure. That's what makes it such a unique stock. It challenges traditional valuation models because it's not being priced like a hardware company; instead, the market sees it as a high-conviction bet on a radically different computing paradigm. The key driver here is quantum advantage. IonQ's trapped-ion architecture has a clear technical edge in scalability, coherence times, and error correction, positioning it as a frontrunner in the race to commercial quantum computing. As quantum algorithms begin to outperform classical systems, IonQ isn't just competing with today's cloud providers. It's positioning itself as the backbone of future AI and high-performance computing workloads. This is why its partnerships with firms like Microsoft, Dell, and Amazon Web Services matter: IonQ is integrating into the classical ecosystem before the transition to quantum accelerates. But this is bigger than just computing speed. Quantum technologies have the potential to disrupt entire industries, from materials science and drug discovery to finance and national security. Governments and corporations are already investing in quantum-safe encryption and AI-optimized algorithms, and IonQ is at the center of that transformation. This is where policy alignment becomes crucial. Just as Tesla rode regulatory tailwinds to dominate EVs, IonQ is strategically positioned to benefit from national security funding, government R&D programs, and enterprise adoption as quantum computing becomes a critical infrastructure asset. This is why IonQ is such a fascinating stock. It's a Rorschach test for investors. Bulls see it as the future of AI acceleration, quantum cybersecurity, and next-gen computing, while skeptics argue that quantum's timeline remains too uncertain. But the reality is that IonQ is whatever the market wants it to be. When AI is rallying, it trades like an AI infrastructure play. When cybersecurity is in focus, it's the leader in post-quantum encryption. When cloud computing is the theme, IonQ is at the cutting edge of hybrid quantum-classical systems. IonQ's valuation makes sense when viewed through the right lens. It's not about today's revenue or the number of quantum processing units shipped. It's about optionality. IonQ is a perpetual call option on the most disruptive computing technology of the next decade. As long as that optionality remains, so will IonQ's premium valuation.

Great episode. Just finished listening, and here are my initial thoughts. This @DivesTech interview is a major signal for IonQ investors because it highlights the biggest technological investment cycle of the decade—AI infrastructure. We are in the early innings of a historic CapEx boom, with $2 trillion in AI spending set to drive a multi-trillion-dollar multiplier effect across software, cloud, and compute infrastructure. This is a secular, long-term trend, not just another hype cycle. As we've seen with past tech revolutions—whether it was the internet, mobile, or cloud—the companies that invest early in compute infrastructure will define the next era of technology. And here's where IonQ becomes a strategic player. The AI revolution is already stretching classical computing to its limits, and quantum computing is the next efficiency unlock. AI workloads are exponentially increasing demand for specialized compute, and IonQ's positioning within Microsoft Azure Quantum and its U.S. government contracts puts it at the center of this next-phase AI infrastructure buildout. What's also critical here is the DeepSeek moment in China. Dan Ives calls it a "Sputnik moment," and I agree—when the U.S. falls behind in a critical technology, history shows that it doesn't just catch up—it overshoots. That means we're entering a period of AI R&D acceleration, and compute efficiency is going to become the battleground. Quantum will be a key part of that stack. This is why I believe AI is driving one of the biggest investment supercycles in decades. AI CapEx is locked in, and it's accelerating, not slowing down. The hyperscalers—Microsoft, Meta, Nvidia, Amazon, and Alphabet—are all in. And what history has shown us, time and time again, is that once an innovation reaches this stage of investment, it goes from being "early" to being inevitable. For investors, this is the moment to look beyond classical AI and position for the next leg up—hybrid quantum-AI computing. Just like in the early days of cloud, there was a window where AMZN, Google, and MSFT were still "undervalued" relative to their future earnings potential. I believe that's where quantum computing sits today. IonQ is building the quantum infrastructure that's going to power the next phase of AI. If you're bullish on AI, you should be paying attention to quantum. This is a once-in-a-generation compute transition, and its happening now.

South Korea's national push into quantum computing, as highlighted in this KBS news segment, is another clear sign that quantum is becoming a global economic and national security priority. Their goal of building a 50-qubit superconducting quantum computer by 2026 reinforces a key macro theme—governments worldwide are accelerating their investments in quantum. This aligns with what I've been saying: quantum computing is one of the biggest secular growth stories of this decade. For investors, this is a clear bullish signal for IonQ. The TAM for quantum is expanding, and as more governments and enterprises prioritize quantum, demand for commercially viable solutions will grow exponentially. And IonQ is still ahead. South Korea's quantum program is still in early development, while IonQ's 36-qubit Forte system is already scaling, and its cloud-based approach with AMZN, Google, and MSFT is accelerating adoption. Another key point is the global technology race. This news report highlights the challenge of quantum talent and IP. Right now, 🇺🇸 leads in quantum expertise, and IonQ has built a deep IP moat—especially in key areas like quantum networking and error correction, which are critical for scaling these systems. This is a massive competitive advantage. There's also a geopolitical tailwind. As countries impose export restrictions on quantum tech, IonQ's early partnerships with the U.S. government (DoD, AFRL, DOE) give it a strong position. Unlike South Korea's research-heavy focus, IonQ is already commercializing its systems and building real enterprise adoption. Bottom line is this is another catalyst for the quantum sector, and IonQ remains one of the best-positioned names in the space. More capital is flowing into quantum, more governments are treating it as a strategic imperative, and the pace of commercialization is accelerating. IonQ is in a prime position to lead the quantum economy, and investors should be paying attention. 🔗 (h/t @IONQinvestor)

@StockMKTNewz Alex Karp on Shortsellers 😆

Wall Street is missing the real IonQ story. Everyone's focused on hardware—how many qubits, what's the gate fidelity? That's fine. But if you want to understand how IonQ wins, you need to shift your focus. The real unlock for quantum computing isn't just about hardware. It's about applications. And IonQ's Applications Team is the key to making quantum real for enterprises today. This isn't a science project. It's about driving actual business value, today. Because enterprises don't just want quantum hardware. They want quantum solutions. They want to know: ✔️ How do we integrate quantum into our existing workflows? ✔️ What problems can quantum actually solve for us? ✔️ How do we get a competitive edge today, not in some distant future? This is exactly what IonQ's Apps Team delivers. They are building the bridge between quantum hardware and real-world business needs. Look at their Playbook: ➤ Step 1: Problem Discovery. Most companies don't even know what problems are best suited for quantum. IonQ helps map that out. ➤ Step 2: Algorithm Development. This is the real moat. The team custom-builds quantum algorithms for optimization, chemistry, AI, and more. ➤Step 3: Hardware Execution. Exclusive access to the latest IonQ QPUs years before competitors get their hands on them. ➤Step 4: Deployment & Ongoing Support. This isn't a one-and-done handoff. IonQ stays engaged, ensuring successful adoption. Also the talent on this team is amazing. The Apps Team is stacked with PhDs across quantum algorithms, machine learning, optimization, chemistry, and AI. Names like Martin Roetteler, Masako Yamada, and Ananth Kaushik are quietly defining the future of enterprise quantum computing. This is why institutions need to shift focus. If IonQ's Apps Team continues executing at this level, they will be the AWS of quantum computing. Their edge isn't just the best hardware. It's the ability to make quantum accessible, valuable, and indispensable to businesses right now. That's how you win. That's why IonQ's Apps Team is the story to watch. 🔗

$IONQ A team from NVIDIA reportedly visited Illinois’ quantum research park and, while it’s very early, it could signal another success for the state’s push to be a leader in next-generation computing, Crain’s Chicago Business.

🚀 Quantum Trading & IonQ: A Potential Game-Changer for Alpha 🚨 1/ 💰 Big news for IonQ. A new study shows that quantum computing can create alpha in financial markets. This is a key moment where quantum moves from theory to real-world trading impact. 2/ ⚛️ The research, co-authored by Norbert Linke, demonstrates how quantum strategies outperform classical ones in competitive trading environments. This isn't just theory. It was tested on an ion-trap quantum computer. 3/ 🤯 Traditional trading strategies rely on Nash equilibria, but quantum mechanics enables superior decision-making through entanglement. The result is a provable quantum advantage in financial markets. 4/ 🎲 The paper models quantum-enhanced trading strategies using classic game theory scenarios like Prisoner's Dilemma and Chicken. Quantum traders win every time. A major insight for hedge funds and algorithmic traders. 5/ 🏆 The study's experiments were conducted on an ion-trap quantum computer. The same hardware pioneered by IonQ. This reinforces IonQ's leadership in real-world quantum applications. 6/ 🔷 Even bigger news: Norbert Linke is taking over as Director of QLab, the National Quantum Laboratory at Maryland, in partnership with IonQ. His leadership will accelerate quantum's crossover into commercial applications. 7/ 💼 Financial firms are already searching for competitive edges in trading, risk modeling, and market efficiency. Quantum trading is coming faster than many expect. 8/ Three key takeaways for IonQ investors: ✅ Quantum trading strategies generate alpha over classical ones. ✅ IonQ's hardware is already enabling real-world financial applications. ✅ QLab leadership strengthens the academic-to-commercial pipeline. 9/ 📣 This adds to the bullish thesis on quantum computing's role in financial markets. Firms that don't integrate quantum risk falling behind. 10/ 🚀 Finance is just the beginning. Quantum will disrupt AI, logistics, and energy. IonQ remains the best-positioned quantum pure-play. 💡 The bottom line is that quantum is NOW. Institutions are waking up, and IonQ's technology is at the center of it all. 🔥 🔗

The SEC charges against Citron Research and the actions described by Jim Cramer share similarities in how they potentially misled investors, Here's an example illustrating the parallels: Citron Research's Alleged Actions: Citron Research, led by Andrew Left, was charged by the SEC for engaging in what was described as a $20 million scheme where they would publicly recommend taking long or short positions in various stocks. After these recommendations were made, the stock prices would move significantly, and then Citron would reverse their position to capitalize on these movements. For example, they would recommend selling a stock, leading to a price drop, and then quickly buy back the stock at a lower price or recommend buying a stock, leading to a price increase, then sell their holdings at the peak. This practice was accused of being a manipulative scheme where the recommendations were not based on genuine investment belief but rather on orchestrating market movements for profit. Jim Cramer's Scenario: Jim Cramer, a well-known financial commentator, has, in past discussions, notably in a controversial interview, described tactics that could be used for stock manipulation. Although not directly charged in this context, Cramer once explained how in his hedge fund days, he could manipulate stocks by spreading rumors or making strategic trades to move the market in a desired direction. If Cramer were to recommend buying a stock on his show, leading investors to purchase it, and then the stock plummeted, it could be seen as similar to Citron's alleged tactics if there was an underlying intent to profit from the subsequent price movement after the recommendation. However, Cramer's comments were more about hypothetical scenarios and past practices rather than direct accusations of current manipulation. Similarities: - Public Recommendations for Market Movement: Both involve using public platforms to make stock recommendations that influence investor behavior. - Profit from Reversal: There's an implication or accusation of profiting by taking opposite actions to what was publicly advised once the stock price moved accordingly. - Potential Misleading Information: Both could potentially mislead investors by making recommendations that are not aligned with the actual trading intentions of the advisor or firm. This comparison serves to highlight how influence in the stock market can be used, sometimes inappropriately, to gain financial advantage, though the contexts and outcomes in these cases are distinct.

Better Quantum Computing Stock: IonQ vs. Alphabet - Yahoo Finance #QuantumComputing

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