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Investment Strategy Quantum Computing Stock Analysis

Here's The Price We'd Buy IonQ At (Technical Analysis)

1. Quantum computing stocks have surged due to hype, but IonQ stands out with solid management, a focused product, and material revenue despite losses. 2. IonQ's stock, heavily influenced by interest rates, saw a strong sell-off post-SPAC but could present another buy opportunity given the recent interest in Quantum. 3. The recommendation is to 'Hold' on IonQ, with a strategic entry around $21.50 - $23 considered optimal.

AI Microchip Quantum Computing

Alice & Bob raise €100m Series B

➀ Alice & Bob, a fault-tolerant quantum computing specialist, has secured €100 million in Series B funding led by Future French Champions (FFC), AVP (AXA Venture Partners), and Bpifrance.

➁ The funding will support Alice & Bob's efforts to build the world's first practical quantum computer by 2030, focusing on their unique cat qubits technology.

➂ The company plans to use the funds to enhance system performance, improve error correction, and expand both the team and facilities.

Market Trends Quantum Computing investment

Rigetti Computing: Quantum Hype Meets Market Reality - A Cautious Hold

1. Quantum computing stocks, particularly Rigetti Computing, have surged dramatically due to speculative hype, despite practical applications being years away. 2. Industry leaders express skepticism about near-term quantum computing applications. 3. Rigetti's unique approach and partnerships position it well, but its stock's volatility and high valuation require cautious monitoring. 4. Despite the hype, Rigetti's roadmap and AI-driven market interest suggest potential long-term gains.

Fraunhofer Networking Quantum Quantum Computing research technology

First Node for the Quantum Internet of the Future Established in Aachen

➀ The Fraunhofer Institute for Laser Technology ILT has established the first node for the quantum internet of the future in Aachen, Germany.

➁ This node is part of a larger project aimed at developing metropolitan scale quantum networks, connecting quantum computers and sensors securely and powerfully.

➂ The project involves multiple partners including QuTech, OPNT B.V., Element6, and TOPTICA Photonics AG, and aims to solve the repeater problem to facilitate a cross-border quantum internet.

First Node for the Future Quantum Internet Established

➀ The first node for the future quantum internet was established in Aachen, Germany, as part of the International Year of Quantum Science and Technology 2025.

➁ Researchers from QuTech in the Netherlands have connected two quantum computers over a 25 km fiber optic cable, achieving reproducible quantum entanglement.

➂ The project aims to develop metropolitan-scale quantum networks, which are seen as precursors to the quantum internet of the future.

Quantum Computing

Quantum Computing Stock Analysis investment

Avoid Quantum Computing Inc. At All Costs

1. Quantum Computing Inc. is rated 'Strong Sell' due to its high valuation and poor financials; 2. The company's $1.3 billion market cap is speculative and faces significant downside risk; 3. Despite raising $190 million, the company lacks product-market fit and lacks resources to attract top talent.

Competitive Advantage Quantum Computing revenue growth

D-Wave: The Only Quantum Computing Company For A Decade

1. D-Wave has a significant first-mover advantage with commercially useful quantum annealing technology; 2. Recent capital raise reduces forecast dilution and improves margin outlook; 3. D-Wave's first quantum computer sale and record bookings suggest exceeding revenue forecasts.

Quantum Computing investment stock market

Quantum Stocks, Including Rigetti Computing, Fell After Comment By VIP, But Reactions Were Irrational

1. Rigetti Computing and other quantum stocks plummeted after NVDA CEO Jensen Huang suggested that good things were far in the future. 2. Investors need to consider the context of Huang's remarks and remember that these investments are more like angel/venture capital situations than conventional companies. 3. Rigetti is the leading company in the superconducting protocol within quantum computing, which is fast but presents more error challenges. Choosing Rigetti's protocol involves accepting higher risk for greater growth potential. 4. For those who understand quantum computing investing, the author rates Rigetti 'Buy'.

Quantum Computing Technology Development

Rigetti Computing: The Quantum Revolution Is Just Getting Started

1. Rigetti Computing is a leading player in full-stack quantum computing, developing quantum computers over the cloud. 2. The company aims to enhance its market position with significant milestones in 2025, including a 36-qubit and 100-qubit system. 3. Quantum computing has a promising market potential, with TAM expected to grow from $1.1B in 2022 to $7.6B in 2027.

2D Materials Innovate UK Nanotechnology Quantum Computing graphene semiconductor manufacturing

Birmingham Uni and Paragraf get £3.4m for graphene R&D

➀ The University of Birmingham and Paragraf have received £3.4 million in funding from Innovate UK and UKRI to advance graphene production and explore its potential in quantum computing. ➁ Graphene magnetic sensors could be a key technology for quantum computers. ➂ The research involves cryogenic testing of graphene devices and developing new 2D materials and electronic devices.

European Innovation Council Quantum Computing

Quantum Computers in Silicon: Development of a New European Quantum Technology Begins

➀ The EQUSPACE consortium receives funding to develop silicon-based quantum technologies; ➁ The project aims to create a scalable quantum platform using donor spin qubits; ➂ HZDR's expertise in silicon quantum technology and isotope purification will contribute to the project's success; ➃ The project aims to strengthen Europe's position in the global quantum competition.

European Innovation Council Quantum Computing Quantum Technology Research Project material science semiconductor technology silicon

Quantum Computing in Silicon: Development of a New European Quantum Technology Begins

➀ The EQUSPACE consortium has received €3.2 million from the European Innovation Council's Pathfinder Open program to advance silicon-based quantum technology development. The project involves four partners from three EU countries and aims to develop a new quantum platform based on silicon. ➁ Silicon, though central to classical computers, plays no key role in current quantum computing concepts. The project aims to utilize the existing silicon infrastructure for qubit processing. ➂ The team will use focused ion beams to enrich ultra-pure silicon with the isotope Silicon-28, which has no spin, to stabilize quantum states and enable complex quantum operations.

Investment Analysis Quantum Computing stock market

Rigetti Computing: Huang Pops The Quantum Bubble

1. Rigetti Computing's speculative valuation led to a nearly 50% price drop after Nvidia's CEO commented on the distant scalability of quantum computing; 2. The article argues that Rigetti's fundamentals don't justify its valuation; 3. The author estimates a fair value of $595M with a negative margin of safety, recommending avoiding the stock despite short-term momentum.

FD-SOI Globalfoundries Quantum Computing semiconductor manufacturing

Quantum Motion ICs fabbed by GloFo

➀ Quantum Motion has demonstrated rapid, large-scale characterisation of quantum devices using commercial semiconductor processes; ➁ The company has designed an IC with an integrated array of 1024 quantum dots; ➂ The chips were manufactured by GlobalFoundries on a 300mm 22nm FD-SOI process.

ICs Materials Science NIST Quantum Quantum Computing Superconductors industrial applications

US NIST quantum materials workshop open to participants

➀ The US National Institute of Standards and Technology (NIST) is organizing the 4th Quantum Matters in Materials Science (QMMS) workshop; ➁ The workshop focuses on quantum phenomena in emerging materials and aims to streamline efforts in experimental and computational research; ➂ Key topics include the discovery of new materials, optimization of known quantum materials, and challenges in integrating next-generation materials into integrated circuits.

Quantum Computing investment technology

IonQ Has A Distinct (And Pretty Good) Place In Emerging Quantum Computing Field

1. Quantum computing is facing a battle akin to the 1970-80s video cassette format wars; 2. IonQ addresses the challenges of quantum computing by trapping and energizing ions, which it calls nature's qubits; 3. IonQ is well on its way to becoming a financial giant in the quantum computing field.

Investment Analysis Market Trends Quantum Computing

7 months ago

Quantum-Si: Another Wrong Horse On The Quantum Computing Racetrack - Sell

1. Quantum-Si, a life sciences company, has been chosen as a quantum computing play due to its name, despite not being involved in the field. 2. Since its listing on Nasdaq, the company has burned through nearly $350 million and is far behind its original business plan. 3. Quantum-Si has extended its cash runway by raising additional funds, but is expected to lose momentum traders soon. A 'Sell' rating is initiated for its common stock.

Financial Analysis Quantum Computing investment

7 months ago

Quantum-Si Isn't A Quantum Computing Company, And Shares Are Overvalued

1. Quantum-Si has surged as part of the quantum computing trend, but its core business is not focused on quantum computing. 2. Quantum-Si has missed its initial SPAC projections and is struggling to gain commercial momentum. 3. Quantum-Si's balance sheet is healthy but may need more cash by the end of 2026 for its Platinum platform commercialization.