Your quantum computing videos are always an absolute highlight, watching you rip these companies to shreds cracks me up to no end. Of course it was even funnier when valuations were 5-10x as high, depending on the company. You guys have been on the ball for this sector every step of the way going back years. Shorting is risky business, but now I know the next time I find myself laughing at the business model in one of your videos, I should start eyeing puts.
Thank you for the feedback and glad to hear you've been following us for a while. We take the same approach to all investment themes and it's proven to be quite effective in weeding out the companies that can't turn technologies into sales.
Год назад+2
Agree, love these videos. Whenever they come out, I post an alert on the stock forums I hang out at that a new video has been released, must watch material. Love the reactions to it, pure entertainment. The other channels that focus on IONQ seriously is Quantum Analyst and Broken Business Models, most of the other channels out there like to just pump up garbage stocks and are waste of time.
Its really amazing what people are willing to buy and what the reality is. The first thing that comes to my mind is Munger quote: "Warren and I are looking for the easy job that we can identify." Moonshots like these are really attractive from innovation perspective and in reality moonshot stocks are pretty much 99,99% land mines. Keep up the good work Joe.
I wonder if you would have made the same scathing video against Nvdia during its infancy. QC is a speculative segment at the moment. What do you expect? If any start hitting (Revenue/NI) ... well then its trading at 30, 40 dollars per share. Unless one is wealthy or can leverage company funding... how can the ordinary investor "win"? The downside is the risk to lose it all. The upside is .. the next great tech side to side with AI.
No, because eight years ago we were telling people NVIDIA was the best play on AI out there (www.nanalyze.com/2016/11/artificial-intelligence-stock/). What do we expect? How about revenue growth. Healthy gross margins. Not much to ask for. And don't start vomitting forth arbitray round number share price target like all the instant analysts do. That's not helpful at all. "The downside is the risk to lose it all." Maybe you'd be better off going to a casino.
Joe, have you seen the special 60 minute did on quantum computers? They interviewed the head of research at IBM and Google. I think you will find the interviews interesting. I didn't know IBM installed a quantum computer at the Cleveland Clinic.
Will give it a watch, and you bring up a great point. There are also large tech players dabbling in this space that need to be considered. Here's an old but good article we did on that: www.nanalyze.com/2017/04/artificial-intelligence-quantum-computing/
@nanalyze...the quantum stocks have all doubled in the past 3 months since you released this video. Where are your quantum bear videos now? People said the same thing about GPUS, GAI before they were built. You just have to wait and HODL. Yes it is a risk, but now people look back and wish they had held on to the Mag 7.
Companies, not stocks. The same hype happens predictably and we correctly point it out. And comparing these companies to any large tech firms is apples to oranges. These stocks are being hyped. Invest in companies, not stocks. Everything we said holds true, regardless of what hype might be happening. Wait and HODL your bags or do some real due diligence as we've shown in this video.
@@Nanalyze can you please help me understand what you mean by hype? Have you listened to the earnings calls? In a high interest rate environment all growth stocks go to shit. In a better macro environment which I believe will come from June from rate cuts, growth stocks will probably increase. Real due diligence? You do some due diligence on why the stock is going down. It is not because the company is bad, it is because of interest rate environments. Secondly the management and partnerships of these companies are awesome. Yes these are small companies, but some of them are awesome. You are unfairly analyzing companies based on the criteria used to analyze blue chip companies. Really comparing NVIDIA's financials to IonQ? That is what apples to oranges mean. Please redo your video and give a holistic analysis instead of confirmation bias.
@@amitagarwal3854 Wrong. This video, and the metric ton of research we've done on quantum computing companies focuses on companies, not stocks. We don't "do due diligence on why stocks are going down." We use basic valuation ratios to demonstrate hype that's as clear as the nose on your face. "Some of them are awesome" is not due diligence. And we're not redoing anything. Maybe you should try to watch our videos and read our articles on quantum computing stocks and learn something from them. Because based on your comments, you're not grasping anything we're trying to convey. Fair enough, but don't come around here and start being critical of our content when it's apparent you're in no position to be a judge of what's good due diligence and what isn't.
I was patient and finally bought at .70. I think a big rally is coming. Ray Dalio just said quantum computing will take over like the ai stocks have. He was talking about NVDA years ago. Hope you do an update video!
Thoughts and when a rally is coming and $5 might get you a McFlurry these days. ;) We revisit themes once a year. In the meantime, how is that revenue growth coming along for whatever name you're talking about? Answer that question and you'll pretty much be able to predict what we're going to say.
D-Wave is mostly selling business services (proof of concepts etc) while their hardware and compliance environment scales/matures enough to be enterprise grade for high volume apps (e.g., mastercard fraud detection). Their customer list should be seen as a pipeline of prospects for companies that may (or may not) pay 500k-1M per year per individual production hybrid QC app.
Nanalyze is smart and I agree these stocks are an extreme long shot. I am invested in a few of them for the long run and we might actually see some meme bull runs where you could sell and repurchase after. To completely ignore Quantum is to ignore first principles, so it’s hard to not invest a tiny bit and dollar cost average as their finances show improvement.
Thank you for this excellent analysis… I’ve been casting about looking to find some investment opportunities in this space and have many of the same questions you have raised. I just subscribed to this channel. Thank you.
Our fortune teller says if you subscribe to Nanalyze on RUclips then quantum supremacy will arrive in four years instead of five: ruclips.net/user/nanalyze 🙏❤
Год назад+1
Great video. Obviously, the blind bulls don't like it as they run towards a cliff. Not surprised they're mostly penny stocks headed eventually for reverse splits. Although IONQ is quite the humdinger of a roller coaster that's shockingly still above $10, seems to be a great example of the market being irrational a lot longer than someone can be solvent, lol.
Glad you enjoyed our commentary. Reverse splits are inevitable, which makes you wonder. What's the point of these exchange rules if they're easily cured by a reverse split which does nothing to change intrinsic value? Yep, quite surprising that IONQ continues to trade at such lofty valuations. It's why we never ever short stocks.
@@Nanalyze I sold NMG quite a while ago on news of a reverse ( that I voted against ) because if a stock is a dog at $1, what's the chance that anyone wants it repackaged at $5? Lol.
@@eugeniustheodidactus8890 We've covered the graphene/graphite story extensively btw, mainly in written pieces like this one. www.nanalyze.com/2022/04/graphene-stocks-going-nowhere-fast/
As to ionq using some of their cash to invest in other companies, they are focused on quantum computing not acquiring other companies. I say bully for them.
The biggest problem with $IONQ is their ridiculous valuation propped up by a cadre of cheerleaders, the vast majority of whom can't carry on a normal conversation. Makes you wonder.
ionq has a market cap over 1.5bil with 3mil revenue... compare that to redwires 150mil cap and 250mil revenue... i mean why even touch quantum at this lvl, a real company can dillute me 1000% and id still be in better shape lol
@SB94777 i do like ionq, period... but at this price, 2 bil market cap and 20mil revenue... the company needs to grow sales 325% to be a fair price at profit, and about 1000% if they continue to be unprofitable... your basically predilluting yourself by overpaying, meaning you expect to make 0$ when ionq is 3 times bigger and profitable
@@Wildboy789789I mean it's a pretty limited scope not looking at debt to equity, dilution marketability booking and yearly rev growth. Cagr is 100%. They have nearly a 52 week low and 26% short interest this guy prolly ate dick on mara at 3 bucks and upst at 12. Nvda is at a p/e of over 100 when it was at all time highs but ive watched companies going bankrupt run more than shit like nvda. Companies in the red 800M dollars a q with no cash run 700% with a few catylsts. This stock will not go much lower without massive dilution and they have no debt and a pile of cash I'm not worried just think this was a bit of a lazy take on a video. Market cap shmarket cap don't mean much on big boards.
I was watching a presentation about a quantum stock newsletter, free info, for buying something. I decided to end the long presentation, and as I pressed the bye bye button, a commercial immediately came on for HOW TO REMOVE STUCK POOP! LOLOL. How appropriate was that? There will be many changes, and many will shake out. Study, study, study.
@@Nanalyze I honestly think that the person doing the commercial is also, sick and tired of sales pitches that offer free newsletters, but you are required to BUY a subscription to join the group.
@@Nanalyze I don't know where it came from, I was trying to get out of the presentation, and those words flipped by really fast. Perhaps someone else was really constipated, and was trying to get to that site, but I have seen that ad, many times, as my fast fingers flew across the keyboard. I do a lot of research. Anyone who hasn't seen the ad surely lives under a rock...your welcome for the free ad to remove STUCK POOP, or otherwise..
@@vdanger7669 Good question. We hired a couple guys from Mumbai on Fiver to do our quantuming. Works pretty well so far, and we expect to achieve quantum supremacy in five years from now.
Because you shouldn't have bought it they are only losing money. It's for venture capitalists funds. Might take 20 years for individuals to make profit.
@@EllyMoody Yep, loads of 25-year-old life coaches dispensing investment "advice." Eventually the people who listen to that drivel will have their asses handed to them and make their way to a common sense channel like this one ;)
@@Nanalyze What I see are 40 - 50 y/o RUclips experts making the 25 year olds buy the stocks they're invested in to make it trend :( Not a word about position and young people are naturally very naive
Your quantum computing videos are always an absolute highlight, watching you rip these companies to shreds cracks me up to no end. Of course it was even funnier when valuations were 5-10x as high, depending on the company. You guys have been on the ball for this sector every step of the way going back years. Shorting is risky business, but now I know the next time I find myself laughing at the business model in one of your videos, I should start eyeing puts.
Thank you for the feedback and glad to hear you've been following us for a while. We take the same approach to all investment themes and it's proven to be quite effective in weeding out the companies that can't turn technologies into sales.
Agree, love these videos. Whenever they come out, I post an alert on the stock forums I hang out at that a new video has been released, must watch material. Love the reactions to it, pure entertainment. The other channels that focus on IONQ seriously is Quantum Analyst and Broken Business Models, most of the other channels out there like to just pump up garbage stocks and are waste of time.
Its really amazing what people are willing to buy and what the reality is.
The first thing that comes to my mind is Munger quote: "Warren and I are looking for the easy job that we can identify."
Moonshots like these are really attractive from innovation perspective and in reality moonshot stocks are pretty much 99,99% land mines.
Keep up the good work Joe.
Thank you for the encouragement!
I wonder if you would have made the same scathing video against Nvdia during its infancy. QC is a speculative segment at the moment. What do you expect? If any start hitting (Revenue/NI) ... well then its trading at 30, 40 dollars per share. Unless one is wealthy or can leverage company funding... how can the ordinary investor "win"? The downside is the risk to lose it all. The upside is .. the next great tech side to side with AI.
No, because eight years ago we were telling people NVIDIA was the best play on AI out there (www.nanalyze.com/2016/11/artificial-intelligence-stock/).
What do we expect? How about revenue growth. Healthy gross margins. Not much to ask for. And don't start vomitting forth arbitray round number share price target like all the instant analysts do. That's not helpful at all. "The downside is the risk to lose it all." Maybe you'd be better off going to a casino.
Joe, have you seen the special 60 minute did on quantum computers? They interviewed the head of research at IBM and Google. I think you will find the interviews interesting. I didn't know IBM installed a quantum computer at the Cleveland Clinic.
Will give it a watch, and you bring up a great point. There are also large tech players dabbling in this space that need to be considered. Here's an old but good article we did on that: www.nanalyze.com/2017/04/artificial-intelligence-quantum-computing/
A very good debunking of all this sci-fi magical thinking. keep up the good work.
Thank you for the kind words! We'll keep it up.
Thanks for the sound analysis that cuts through the hype. What do you think about the QTUM ETF?
Ah I see you mention it towards the end. Thanks.
Maybe it’s better to look at PEG ratio as we are all in standby waiting to see which company will see GROWTH
We stick to our simple valuation ratio because we are simple people ;) These companies have no positive earnings yet.
@nanalyze...the quantum stocks have all doubled in the past 3 months since you released this video. Where are your quantum bear videos now? People said the same thing about GPUS, GAI before they were built. You just have to wait and HODL. Yes it is a risk, but now people look back and wish they had held on to the Mag 7.
Companies, not stocks. The same hype happens predictably and we correctly point it out. And comparing these companies to any large tech firms is apples to oranges. These stocks are being hyped. Invest in companies, not stocks. Everything we said holds true, regardless of what hype might be happening. Wait and HODL your bags or do some real due diligence as we've shown in this video.
@@Nanalyze can you please help me understand what you mean by hype? Have you listened to the earnings calls? In a high interest rate environment all growth stocks go to shit. In a better macro environment which I believe will come from June from rate cuts, growth stocks will probably increase. Real due diligence? You do some due diligence on why the stock is going down. It is not because the company is bad, it is because of interest rate environments. Secondly the management and partnerships of these companies are awesome. Yes these are small companies, but some of them are awesome. You are unfairly analyzing companies based on the criteria used to analyze blue chip companies. Really comparing NVIDIA's financials to IonQ? That is what apples to oranges mean. Please redo your video and give a holistic analysis instead of confirmation bias.
@@amitagarwal3854 Wrong. This video, and the metric ton of research we've done on quantum computing companies focuses on companies, not stocks. We don't "do due diligence on why stocks are going down." We use basic valuation ratios to demonstrate hype that's as clear as the nose on your face. "Some of them are awesome" is not due diligence. And we're not redoing anything. Maybe you should try to watch our videos and read our articles on quantum computing stocks and learn something from them. Because based on your comments, you're not grasping anything we're trying to convey. Fair enough, but don't come around here and start being critical of our content when it's apparent you're in no position to be a judge of what's good due diligence and what isn't.
Can you make a video about whether FORM can be a good Quantum Computing investment.
The best place to raise suggestions for companies we should cover is on our Discord server so that the entire community can chime in first ;)
At the end of the day I have read these comments…. Should I buy or no????
You need to make that decision yourself
Need an update video on these 👍🏻🙏🏼
We check in with stocks once a year. That cadence is sufficient in most cases. Ask yourself for any of these names. What's changed?
I was patient and finally bought at .70. I think a big rally is coming. Ray Dalio just said quantum computing will take over like the ai stocks have. He was talking about NVDA years ago. Hope you do an update video!
Thoughts and when a rally is coming and $5 might get you a McFlurry these days. ;) We revisit themes once a year. In the meantime, how is that revenue growth coming along for whatever name you're talking about? Answer that question and you'll pretty much be able to predict what we're going to say.
D-Wave is mostly selling business services (proof of concepts etc) while their hardware and compliance environment scales/matures enough to be enterprise grade for high volume apps (e.g., mastercard fraud detection). Their customer list should be seen as a pipeline of prospects for companies that may (or may not) pay 500k-1M per year per individual production hybrid QC app.
Promises of greatness in the future. Seems like a running theme with publicly traded quantum computing firms.
Nanalyze is smart and I agree these stocks are an extreme long shot. I am invested in a few of them for the long run and we might actually see some meme bull runs where you could sell and repurchase after. To completely ignore Quantum is to ignore first principles, so it’s hard to not invest a tiny bit and dollar cost average as their finances show improvement.
Thank you for this excellent analysis… I’ve been casting about looking to find some investment opportunities in this space and have many of the same questions you have raised. I just subscribed to this channel. Thank you.
Great to hear, thank you!
I love my qubt. I will be holding.
We've done more revenue here at Nanalyze than this company. Bad sign. We wouldn't touch it with a ten foot pole.
Very informative, as always.❤
Thank you for taking the time to comment!
Thanks Nana.. I wish I would have found you a couple years ago
We wish you would have too but we're glad to have you around now! ;)
Stories without numbers is a fairy tale. Numbers without stories is a spread sheet..
Makes good sense!
Absolutely excellent upload.
Thank you for the feedback!
Our fortune teller says if you subscribe to Nanalyze on RUclips then quantum supremacy will arrive in four years instead of five: ruclips.net/user/nanalyze 🙏❤
Great video. Obviously, the blind bulls don't like it as they run towards a cliff. Not surprised they're mostly penny stocks headed eventually for reverse splits. Although IONQ is quite the humdinger of a roller coaster that's shockingly still above $10, seems to be a great example of the market being irrational a lot longer than someone can be solvent, lol.
Glad you enjoyed our commentary. Reverse splits are inevitable, which makes you wonder. What's the point of these exchange rules if they're easily cured by a reverse split which does nothing to change intrinsic value? Yep, quite surprising that IONQ continues to trade at such lofty valuations. It's why we never ever short stocks.
@@Nanalyze I sold NMG quite a while ago on news of a reverse ( that I voted against ) because if a stock is a dog at $1, what's the chance that anyone wants it repackaged at $5? Lol.
@@eugeniustheodidactus8890 We've covered the graphene/graphite story extensively btw, mainly in written pieces like this one. www.nanalyze.com/2022/04/graphene-stocks-going-nowhere-fast/
As to ionq using some of their cash to invest in other companies, they are focused on quantum computing not acquiring other companies. I say bully for them.
The biggest problem with $IONQ is their ridiculous valuation propped up by a cadre of cheerleaders, the vast majority of whom can't carry on a normal conversation. Makes you wonder.
ionq has a market cap over 1.5bil with 3mil revenue... compare that to redwires 150mil cap and 250mil revenue... i mean why even touch quantum at this lvl, a real company can dillute me 1000% and id still be in better shape lol
Apples to oranges a bit, but if you compare IONQ to any one of the 460 tech stocks we cover they're at the top when it comes to a rich valuation.
So do you believe ionQ can be a good investment ?
@SB94777 i do like ionq, period... but at this price, 2 bil market cap and 20mil revenue... the company needs to grow sales 325% to be a fair price at profit, and about 1000% if they continue to be unprofitable... your basically predilluting yourself by overpaying, meaning you expect to make 0$ when ionq is 3 times bigger and profitable
@@Wildboy789789I mean it's a pretty limited scope not looking at debt to equity, dilution marketability booking and yearly rev growth. Cagr is 100%. They have nearly a 52 week low and 26% short interest this guy prolly ate dick on mara at 3 bucks and upst at 12. Nvda is at a p/e of over 100 when it was at all time highs but ive watched companies going bankrupt run more than shit like nvda. Companies in the red 800M dollars a q with no cash run 700% with a few catylsts. This stock will not go much lower without massive dilution and they have no debt and a pile of cash I'm not worried just think this was a bit of a lazy take on a video. Market cap shmarket cap don't mean much on big boards.
The survivors will be bought by NVDA if….
I was watching a presentation about a quantum stock newsletter, free info, for buying something. I decided to end the long presentation, and as I pressed the bye bye button, a commercial immediately came on for HOW TO REMOVE STUCK POOP! LOLOL. How appropriate was that? There will be many changes, and many will shake out. Study, study, study.
Your phone probably heard you talking about constipation at some point and passed that info on to the dark abyss of marketing algorithms.
@@Nanalyze I honestly think that the person doing the commercial is also, sick and tired of sales pitches that offer free newsletters, but you are required to BUY a subscription to join the group.
@@jeanmader2302 The poop commercial has a free newsletter? Well don't leave us hanging. What is it?
@@Nanalyze I don't know where it came from, I was trying to get out of the presentation, and those words flipped by really fast. Perhaps someone else was really constipated, and was trying to get to that site, but I have seen that ad, many times, as my fast fingers flew across the keyboard. I do a lot of research. Anyone who hasn't seen the ad surely lives under a rock...your welcome for the free ad to remove STUCK POOP, or otherwise..
Gotcha! :)
Good stuff! Thank you. I can't even find an applicable definition of quantum that makes sense. Lol.
Even the experts can't tell us! :) You're most welcome.
rigetti spaghetti
A better name wouldn't have helped
And Chad left the building last year. You wonder who is actually doing the quantuming right now?@@Nanalyze
@@vdanger7669 Good question. We hired a couple guys from Mumbai on Fiver to do our quantuming. Works pretty well so far, and we expect to achieve quantum supremacy in five years from now.
Let us all know when you are doing your SPAC!
Love the channel btw. @@Nanalyze
@@vdanger7669 ;) Thanks so much for the encouragement! We'll keep it up.
Ionq tanked as well its just it had a huge run
Companies, not stocks ;)
Because you shouldn't have bought it they are only losing money. It's for venture capitalists funds. Might take 20 years for individuals to make profit.
Many SPACs went public too early. Profit is less important than revenue growth for disruptive growth companies. But you must have revenue growth.
@@Nanalyze
There are bloggers telling kids (college students with no market experience) to buy IONQ to get rich it's borderline exploitative
@@EllyMoody Yep, loads of 25-year-old life coaches dispensing investment "advice." Eventually the people who listen to that drivel will have their asses handed to them and make their way to a common sense channel like this one ;)
@@Nanalyze What I see are 40 - 50 y/o RUclips experts making the 25 year olds buy the stocks they're invested in to make it trend :(
Not a word about position and young people are naturally very naive
Nobody is making anybody do anything. If a channel is not teaching people how to become better investors then they're adding zero value. Most aren't.
arqit is easy to get, its just better encryption
One of the reasons Arqit has lost more than 90% of its value since the big SPAC debut is because they haven't shown investors meaningful revenues.