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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

1. Quantum stocks like IonQ have seen significant growth recently; 2. IonQ stands out due to its strong revenue generation and partnerships with Big Tech; 3. IonQ's technological edge in ion-trapped quantum computing ensures market leadership; 4. The company has robust financial health with significant cash reserves and low debt; 5. Projected revenue growth of 100% annually suggests a target price of $126 in the near-term.

1. Alphabet's diversification into new businesses is a key investment thesis, especially as its Search business faces global antitrust scrutiny. 2. The company's diversification into quantum computing shows promise for long-term growth. 3. Alphabet's superconducting quantum processor, Willow, crosses a key milestone in the development of quantum computers. 4. Even if Google fails to develop a universal, fault-tolerant quantum computer, it could still use its learnings to create potentially lucrative short- and medium-term opportunities in niche applications.

1. Quantum computing stocks have been performing well recently, with significant returns in just one month; 2. The article compares the approaches of IonQ and Rigetti Computing and their market positioning; 3. Both stocks are expensive, but IonQ's proven monetization and strong financial health make it a cautious buy, while Rigetti Computing is recommended to hold.

1. Rigetti Computing has seen a massive increase in stock value over the past month due to investor excitement around quantum computing. 2. The company's financials show significant losses and a high cash burn rate, raising concerns about its long-term viability. 3. The stock is currently overvalued and trades at twice its price targets, suggesting a potential crash in the near term.

➀ The Bergische Universität Wuppertal initiates a new research project, NEPOMUQ, to develop optoelectronic modulators over the next three years. ➁ The project aims to explore novel perovskite materials with strong nonlinear optical properties. ➃ The technology could revolutionize ion-based quantum computing by enabling the creation of photonic chips that can encapsulate and manipulate hundreds or even thousands of ions.

1. Quantum computing stocks surged after winning a NASA contract; 2. November retail sales exceeded expectations; 3. Wolfe Research identifies stocks like Sirius XM and Rivian as potential rebound candidates.

➀ SureCore has developed a custom BGA package for cryogenic temperatures in partnership with Sarcina. This package is designed for extreme low temperature operations. ➁ SureCore aims to make Cryo-CMOS available for the Quantum Computing ecosystem with their CryoMem™ range of memory IP. ➂ The partnership will help QC companies design control/interface chips for cryogenic environments, improving the performance and scalability of quantum computers.

1. Google is losing its share in the search engine market, but the author remains unfazed due to the company's diversification strategy; 2. The article highlights the significant growth in Google Cloud, which is gaining market share against Amazon AWS and Microsoft Azure; 3. Alphabet's valuation metrics are promising with a lower PE ratio compared to Amazon and Microsoft, and strong market sentiment supporting the stock.

1. Google's Willow chip represents a breakthrough in quantum computing, reducing errors and computing exponentially faster than classical computers. 2. Quantum computing stocks like Rigetti, IonQ, D-Wave, and Quantum Computing Inc. have surged, indicating the sector's growth potential. 3. The Defiance Quantum ETF provides diversified exposure to leading quantum computing and AI companies, making it a strong buy for growth investors.

1. Alphabet Inc., known as Google, has unveiled its new quantum computing chip, Willow, which could revolutionize computing and lead to breakthroughs in AI and other fields. 2. Willow's advancements in quantum error correction and processing power are significant, completing tasks in minutes that would take classical computers septillions of years. 3. The quantum computing market could reach $30 billion by 2035, with healthcare and AI as major beneficiaries, potentially driving Google's revenues to $138 billion.