Thank you for mentioning that. The news was in Feb 2024, and they had a very good year of growth after, so maybe the founders - as technically competent as they seem - were best suited to return to academia. Maybe that's where their passions lie. Or the board told them to leave as they were getting in the way ;)
@@Nanalyze They were interested in the academia side but they were replaced by a lot of individuals that I don't think truly grasp the science (not that anyone really does). Just my thoughts, hopefully I'm wrong.
*Asking* for FA is asking for trouble. Knowledgeable people learned it's not that simple ; only fools, cock-sures and bots will answer. DYR, feel the zeitgeist, ask at most for clarifications and insight.
Hi Nanalyze, I recently discovered your channel and am amazed it doesn’t have more subscribers compared to the hype-driven stock TH-camrs. I’m from the Netherlands, where we have a well-known company called ASML, which I’m sure you’re familiar with. It’s a trending stock in Europe and recently took a hit after its Q3 results. I’m curious to hear your analysis of this stock!
Thank you very much for those kind words Mike! Our content is produced by tenured investment professionals with a focus on quality insights. We fully expect rapid growth as word gets out so please share with your friends! :) Here's our piece on ASML: www.nanalyze.com/2024/01/asml-stock-pick-and-shovel-semiconductor/
Good point, also true random number generators (like proper true) and things like that. Seems like a lot of the concern for encryption comes from QC being able to bypass traditional methods.
@@Nanalyzethere is already a NIST standard for post-quantum (keyword “lattice”) cryptography. It’s less efficient than what we use now but if QC “arrives” the comms will switch. NSA will have a field day decrypting all the stored internet traffic, though!
Really glad you are finding value in your content! If you're invested in IONQ then that's the best thing to do. Stay focused on the long term horizon. If you're on the sidelines feeling some FOMO, consider hype and valuation. Of the publicly traded QC stocks, IONQ is the best because they have proper revenue growth.
@@Wowsers101 Is Martin Shkreli going to tell you when to sell? Be very careful about people dispensing "tips" especially if they spent seven years in prison for - what was it - securities fraud?
@@Nanalyze they locked him up because they hate him, the media lies bro
3 ชั่วโมงที่ผ่านมา
All the quantum stocks have been suddenly roaring the past month, maybe due to a series of advancements in the field and government funding in the field. IONQ's recent big Air Force contract also probably helped. Also, I wonder if Trump's victory increased sentiment for the field considering how much he wants to stay ahead of China in new technologies. But I think lowly QUBT's stock triple last week on a measly deal is the best sign of how insane the quantum stock hype has gotten recently, and it's quite funny how they then immediately capitalized on it by doing a big share offering which tanked the stock a bit. Seems like it would be crazy for IONQ to not do a share offering at these prices. I also enjoy watching Sabine H.'s critical videos of the quantum field, and it's funny timing how the quantum stocks started ripping just after her video "The Quantum Computer Collapse Has Begun" last month.
Thing is we've seen these hype cycles before for QC and the result is always the same. Things simmer down when the apes move on to something else. QUBT is absolutely horrible, so much so we didn't even include it in this piece. Yeah you are right about share offering and you just know that few speculators pay attention to the dilution that happens during these events.
even if there was revenue. this whole quantum computing and quantum physics thing seems bogus and just a thought experiment. wouldn’t touch any stock in this segment before they prove some real world benefit
IONQ does have revenue - and growth - but a herd of brainless apes ruined it for everyone by pumping the crap out of it. So either one of two things happen. The valuation adjusts because the fundamentals catch up, or we see a reversion to the mean.
Many thanks Joe, I greatly appreciate posting a video for quantum computing after my request. I still believe in quantum computing but I also believe in making a profit, so I sold my stocks a few days ago. 😅 Like you mentioned , if ML doesn't outplay quantum computing , I'll keep investing my "no worries to loose money" in IONQ, otherwise I'll look for another potential unicorn. 🤪
Paying subscribers make this channel possible, and we pay attention to what they say. This topic was requested by quite a few folks. Yeah quantum computing is crazy cool stuff. That said, we need to acknowledge when the hype gets too heated. Joe P.
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The highest analyst price target is $22 and it's now nearly $30. So no thanks, I'll pass, lol.
yes risky, but also many big hands want a dip to grab shares. Quantum hype cycle is interesting. IonQ CEO kept his word on roadmap recently and next year really usable performance Q computer. So next year will be superb if goes as plan, but there is a big uncertainty, and possible Q hype collapse. We need to study diligently on IonQ. One thing clear is not many people can understand this company status, because quantum physics knowledge is essential. Anyway I like and trust CEO of IonQ who seems sincere.
Respectfully. Take the "many big hands want a dip to grab shares" crap somewhere else. That's a cheerleader statement that means nothing. And they are not on track to meet the growth targets stated in their SPAC, so you're wrong there. "We need to diligently study on IONQ." That will not help the fact it's ridiculously overpriced. Cheerleading talking points don't fly around here. We work in objectives. ;)
Always make people work as hard to take your money as you did to earn it. Don't gamble. Have a methodology. If your methodology says, "I will invest 5% of my AUM in stocks I find compelling over a P/S of 100 that are being heavily hyped," then fine. See how that rule fares over time. Adjust accordingly. ;)
@@Nanalyze After watching the whjole vid and hearing the comparison to NVDA, I put my sell order in for Monday. That is a clear "it makes no sense" lesson. + I already doubled my money. Why ride it back down..
Well, remember that hype can really rocket. Seriously, we've learned that trying to call a top is next to impossible. Most important lesson here. Establish your own set of rules. Start small. Follow them. Refine them. Rinse and repeat ;) And no FOMO and no regrets. :)
Objectively it's hyped beyond what would be considered acceptable. Of course that's not to say the ape kingdom doesn't pump it even higher. However, fundamentals need to catch up or we will see mean reversion.
@@Nanalyze Thanks to your channel I am now convinced I took the right decision. I'm just a noob in the game but I will invest in companies with good fundamentels from now on also. Thank you! 👌🙏🙏
@@StephanFlips You're most welcome. As a noob, the best thing you can do is start setting some rules. We talk about diversification and asset class allocation all the time. Accumulating wealth can be very easy, even using something as simple as the Bogle three fund portfolio (th-cam.com/video/1LYR3hD8VFA/w-d-xo.html). Become an overnight millionaire in 20 years. ;)
@revisionfour We've had just about enough of your name calling. You don't come around here and berate my social media manager. Now you're blocked Mr. Super Security Clearance. Take the cheerleading rant elsewhere. Joe P.
Orders and $5 will get you a cup of coffee at Starbucks. Pay attention to revenues. As we've seen twice in the past now, the stock is being pumped heavily (along with ALL qc stocks) and the progress does not justify the valuation. The genius part about this method is that one of two things happen. 1) The fundamentals have an "NVIDIA moment' and growth just goes through the roof. Even then, we'd expect to see NVIDIA-like valuation. Or 2), the valuation reverts to the mean. The most dangerous four words in investing. This time its different.
US defense main purpose is not Q computing, but Q networking. Current IonQ Q computer is too small, but a 32 qubit was installed in Swiss as a hybrid type. We may get some useful application there.
Thanks Joe! I recall you saying that boring ol' IBM could gobble up any potential quantum growth. Big boys win. Now let's get a hype-damping of RKLB again so we can get that SVR down (jk) 😜
You're very welcome! Would be great if IBM made true on all the R&D dollars they spent on QC. Agree on RKLB. For proper investors we always want the SVR to be as low as possible. That way we're buying quality on the cheap. Joe P.
@Nanalyze fair enough , good video btw but its not good enough for now especially for pure miners as now with trump and potential btc reserve the whole thing is different
So the miners will still be diversifying into AI, or they will now go back to just mining? Seems like investing in bitcoin if you want bitcoin exposure is the way forward.
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th-cam.com/users/nanalyze
IONQ's founders left and were replaced by Silicon sales executives. AQT is the long term name to watch.
Thank you for mentioning that. The news was in Feb 2024, and they had a very good year of growth after, so maybe the founders - as technically competent as they seem - were best suited to return to academia. Maybe that's where their passions lie. Or the board told them to leave as they were getting in the way ;)
@@Nanalyze They were interested in the academia side but they were replaced by a lot of individuals that I don't think truly grasp the science (not that anyone really does). Just my thoughts, hopefully I'm wrong.
Thank you for the comment! Yes, even the experts say they don't truly understand this stuff. Kind of nuts!
I got into IonQ as a major holing a month ago, resulting in 100% gain. Should I sell half ? ANY opinion is welcome.
You need to establish your own set of investing rules and know when you plan to sell a stock before you buy a single share of it.
*Asking* for FA is asking for trouble.
Knowledgeable people learned it's not that simple ; only fools, cock-sures and bots will answer.
DYR, feel the zeitgeist, ask at most for clarifications and insight.
Don't hold a position you would not have opened.
Hi Nanalyze,
I recently discovered your channel and am amazed it doesn’t have more subscribers compared to the hype-driven stock TH-camrs. I’m from the Netherlands, where we have a well-known company called ASML, which I’m sure you’re familiar with. It’s a trending stock in Europe and recently took a hit after its Q3 results. I’m curious to hear your analysis of this stock!
Thank you very much for those kind words Mike! Our content is produced by tenured investment professionals with a focus on quality insights. We fully expect rapid growth as word gets out so please share with your friends! :)
Here's our piece on ASML: www.nanalyze.com/2024/01/asml-stock-pick-and-shovel-semiconductor/
Good point, but for the long run, even the communication need to be encrypted by quantum. The need is still out there.
Good point, also true random number generators (like proper true) and things like that. Seems like a lot of the concern for encryption comes from QC being able to bypass traditional methods.
@@Nanalyzethere is already a NIST standard for post-quantum (keyword “lattice”) cryptography. It’s less efficient than what we use now but if QC “arrives” the comms will switch. NSA will have a field day decrypting all the stored internet traffic, though!
Love your content brother, still holding ionq
Really glad you are finding value in your content! If you're invested in IONQ then that's the best thing to do. Stay focused on the long term horizon. If you're on the sidelines feeling some FOMO, consider hype and valuation. Of the publicly traded QC stocks, IONQ is the best because they have proper revenue growth.
@Nanalyze I got in a month ago thanks to Martin Shkreli
@@Wowsers101 Is Martin Shkreli going to tell you when to sell? Be very careful about people dispensing "tips" especially if they spent seven years in prison for - what was it - securities fraud?
@@Nanalyze they locked him up because they hate him, the media lies bro
All the quantum stocks have been suddenly roaring the past month, maybe due to a series of advancements in the field and government funding in the field. IONQ's recent big Air Force contract also probably helped. Also, I wonder if Trump's victory increased sentiment for the field considering how much he wants to stay ahead of China in new technologies.
But I think lowly QUBT's stock triple last week on a measly deal is the best sign of how insane the quantum stock hype has gotten recently, and it's quite funny how they then immediately capitalized on it by doing a big share offering which tanked the stock a bit. Seems like it would be crazy for IONQ to not do a share offering at these prices.
I also enjoy watching Sabine H.'s critical videos of the quantum field, and it's funny timing how the quantum stocks started ripping just after her video "The Quantum Computer Collapse Has Begun" last month.
Thing is we've seen these hype cycles before for QC and the result is always the same. Things simmer down when the apes move on to something else. QUBT is absolutely horrible, so much so we didn't even include it in this piece. Yeah you are right about share offering and you just know that few speculators pay attention to the dilution that happens during these events.
even if there was revenue. this whole quantum computing and quantum physics thing seems bogus and just a thought experiment. wouldn’t touch any stock in this segment before they prove some real world benefit
IONQ does have revenue - and growth - but a herd of brainless apes ruined it for everyone by pumping the crap out of it. So either one of two things happen. The valuation adjusts because the fundamentals catch up, or we see a reversion to the mean.
8:36 sequential = quarterly ?
Yessir. Should have made that clear. (Runs off to scold intern.)
Many thanks Joe, I greatly appreciate posting a video for quantum computing after my request.
I still believe in quantum computing but I also believe in making a profit, so I sold my stocks a few days ago. 😅
Like you mentioned , if ML doesn't outplay quantum computing , I'll keep investing my "no worries to loose money" in IONQ, otherwise I'll look for another potential unicorn. 🤪
Paying subscribers make this channel possible, and we pay attention to what they say. This topic was requested by quite a few folks. Yeah quantum computing is crazy cool stuff. That said, we need to acknowledge when the hype gets too heated. Joe P.
The highest analyst price target is $22 and it's now nearly $30. So no thanks, I'll pass, lol.
Analyst price targets have always been a bit of a joke in industry as well :)
yes risky, but also many big hands want a dip to grab shares. Quantum hype cycle is interesting. IonQ CEO kept his word on roadmap recently and next year really usable performance Q computer. So next year will be superb if goes as plan, but there is a big uncertainty, and possible Q hype collapse. We need to study diligently on IonQ. One thing clear is not many people can understand this company status, because quantum physics knowledge is essential. Anyway I like and trust CEO of IonQ who seems sincere.
Respectfully. Take the "many big hands want a dip to grab shares" crap somewhere else. That's a cheerleader statement that means nothing. And they are not on track to meet the growth targets stated in their SPAC, so you're wrong there. "We need to diligently study on IONQ." That will not help the fact it's ridiculously overpriced. Cheerleading talking points don't fly around here. We work in objectives. ;)
Drop a Shrodinger vid
Last covered here: www.nanalyze.com/2024/03/schrodinger-stock-pressure-ai/
I bought 5 shares of IONQ.. In the unlikely event it is amazing, I will be ok. In the likely event that it is hype, I will be ok
Always make people work as hard to take your money as you did to earn it. Don't gamble. Have a methodology. If your methodology says, "I will invest 5% of my AUM in stocks I find compelling over a P/S of 100 that are being heavily hyped," then fine. See how that rule fares over time. Adjust accordingly. ;)
@@Nanalyze After watching the whjole vid and hearing the comparison to NVDA, I put my sell order in for Monday. That is a clear "it makes no sense" lesson. + I already doubled my money. Why ride it back down..
Well, remember that hype can really rocket. Seriously, we've learned that trying to call a top is next to impossible. Most important lesson here. Establish your own set of rules. Start small. Follow them. Refine them. Rinse and repeat ;) And no FOMO and no regrets. :)
Sold the hype on IONQ yesterday. Good riddens! Good profit though!
Objectively it's hyped beyond what would be considered acceptable. Of course that's not to say the ape kingdom doesn't pump it even higher. However, fundamentals need to catch up or we will see mean reversion.
@@Nanalyze Thanks to your channel I am now convinced I took the right decision. I'm just a noob in the game but I will invest in companies with good fundamentels from now on also. Thank you! 👌🙏🙏
@@StephanFlips You're most welcome. As a noob, the best thing you can do is start setting some rules. We talk about diversification and asset class allocation all the time. Accumulating wealth can be very easy, even using something as simple as the Bogle three fund portfolio (th-cam.com/video/1LYR3hD8VFA/w-d-xo.html). Become an overnight millionaire in 20 years. ;)
@revisionfour We've had just about enough of your name calling. You don't come around here and berate my social media manager. Now you're blocked Mr. Super Security Clearance. Take the cheerleading rant elsewhere. Joe P.
I don’t see this as a hype… it increased as a response to a huge order from US defense.
Orders and $5 will get you a cup of coffee at Starbucks. Pay attention to revenues. As we've seen twice in the past now, the stock is being pumped heavily (along with ALL qc stocks) and the progress does not justify the valuation.
The genius part about this method is that one of two things happen. 1) The fundamentals have an "NVIDIA moment' and growth just goes through the roof. Even then, we'd expect to see NVIDIA-like valuation. Or 2), the valuation reverts to the mean.
The most dangerous four words in investing. This time its different.
@@Nanalyzethanks😊
US defense main purpose is not Q computing, but Q networking. Current IonQ Q computer is too small, but a 32 qubit was installed in Swiss as a hybrid type. We may get some useful application there.
Good point. There is a TON going on in this industry beyond just the three very visible names that went public via SPAC.
Thanks Joe! I recall you saying that boring ol' IBM could gobble up any potential quantum growth. Big boys win. Now let's get a hype-damping of RKLB again so we can get that SVR down (jk) 😜
You're very welcome! Would be great if IBM made true on all the R&D dollars they spent on QC.
Agree on RKLB. For proper investors we always want the SVR to be as low as possible. That way we're buying quality on the cheap. Joe P.
What about btc miners
Covered here: th-cam.com/video/VO1Vej-LpDk/w-d-xo.html
@Nanalyze fair enough , good video btw but its not good enough for now especially for pure miners as now with trump and potential btc reserve the whole thing is different
So the miners will still be diversifying into AI, or they will now go back to just mining? Seems like investing in bitcoin if you want bitcoin exposure is the way forward.
Haters said to get out of the market and go touch grass. Joe did both
If you're not touching grass, can you really call it life?
@ have you touched grass, Wyatt? 😆
Yes, our entire staff touches grass regularly. How bout you?
@ wow wow, hold on now. This isn’t about me 😆
@@alexkoch14 my “grass” is 80% dead leaves at the moment unfortunately
1st
You sir, have won a free set of ginsu knives. Now we just need $99.99 for shipping and we'll get those free knives out to you in a jiffy.
Fuck me, the ginsu!!!!!!! Lucky man, I have a drywall project, and some tomatoes that could use one of those.
Remember back in the day when Ron Popeil used to sell those things? The real value add in knives would be some Damascus from Japan. :)
@@Nanalyze i miss that man. Set it and forget it!
@@mk-ki3jc Right? I miss him too. An effing legend. If he was around we'd promote his products in our videos. Make no mistake. Joe P.