Why You Keep Losing Money on Quantum Stocks

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Quantum computing stocks have treated investors like dog excreta, IONQ stock probably being the exception. That’s because IONQ stock is being cheered on by a group of people who don’t understand the notion of intrinsic value. Once the hype dies down, IONQ shares will trade at levels more representing what peers trade at, in quantum computing and broader tech. As for other quantum computing stocks like D-wave stock or Rigetti stock, both these companies are in survival mode as they wait the 2/3/5 years it takes to bring something to market that can do things classical computers cannot. In short, we’re passing on all quantum computing stocks - IONQ, and QBTS, RGTI - while Arqit Quantum ARQQ isn’t something we’d consider a quantum computing stock. We’d avoid them like the plague along with other wannabes like Archer Materials and Quantum Computing Inc QUBT.
RESEARCH PIECES USED IN THIS VIDEO:
1. IONQ Stock Update | A Hype Problem
• IONQ Stock Update | A ...
2. Why Are Quantum Computing Stocks Falling?
www.nanalyze.c...
3. Quantum Computing Stocks. Meet AI Hype.
www.nanalyze.c...
4. Rigetti Computing Stock: A Risky Bet on Quantum Computing
www.nanalyze.c...
5. D-Wave Stock Finally Goes Public: What a Letdown
www.nanalyze.c...
6. Why Archer Materials Stock Should Be Avoided
www.nanalyze.c...
7. Why Quantum Computing Inc. QUBT Is Not a Good Stock
www.nanalyze.c...
CHAPTERS:
Intro
4 quantum computing stocks
The only thing that matters
Rigetti is 2-3 years away
D-wave manages to find some cash
Ionq is extremely overvalued
Arqit Quantum pivots into something else
Avoiding QUBT and Archer Materials
Conclusion
ABOUT US:
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Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.c...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our RU-vid videos or on our website, whether for the purpose of making an investment or otherwise.
#quantumcomputing
#ionq
$IONQ
$QUBT
$RGTI
$ARQQ
$QBTS

Опубликовано:

11 сен 2024

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Комментарии : 86

@nomennescio8443 10 месяцев назад

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.

@Nanalyze 10 месяцев назад

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.

10 месяцев назад

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.

@boratsmagadijev940 9 месяцев назад

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.

@Nanalyze 9 месяцев назад

Thank you for the encouragement!

@davidcunningham2074 8 месяцев назад

A very good debunking of all this sci-fi magical thinking. keep up the good work.

@Nanalyze 8 месяцев назад

Thank you for the kind words! We'll keep it up.

@timhowell6929 2 месяца назад

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.

@Nanalyze 2 месяца назад

Great to hear, thank you!

@deepfnvalue8 Месяц назад

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!

@Nanalyze Месяц назад

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.

10 месяцев назад

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.

@Nanalyze 10 месяцев назад

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.

@eugeniustheodidactus8890 6 месяцев назад

@@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.

@Nanalyze 6 месяцев назад

@@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/

@rafael1.720 5 месяцев назад

Maybe it’s better to look at PEG ratio as we are all in standby waiting to see which company will see GROWTH

@Nanalyze 5 месяцев назад

We stick to our simple valuation ratio because we are simple people ;) These companies have no positive earnings yet.

@maltlickytexas 10 месяцев назад

Very informative, as always.❤

@Nanalyze 10 месяцев назад

Thank you for taking the time to comment!

@marcomarcello8746 2 месяца назад

Thanks for the sound analysis that cuts through the hype. What do you think about the QTUM ETF?

@marcomarcello8746 2 месяца назад

Ah I see you mention it towards the end. Thanks.

@George-f8h 5 месяцев назад

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.

@Nanalyze 5 месяцев назад

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/

@davidbest8912 10 месяцев назад

Stories without numbers is a fairy tale. Numbers without stories is a spread sheet..

@Nanalyze 10 месяцев назад

Makes good sense!

@jaykrizzle 10 месяцев назад

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 10 месяцев назад

Promises of greatness in the future. Seems like a running theme with publicly traded quantum computing firms.

@ZTK-RC 4 месяца назад

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.

@ctp_snipecsgomoments7550 4 месяца назад

I love my qubt. I will be holding.

@Nanalyze 4 месяца назад

We've done more revenue here at Nanalyze than this company. Bad sign. We wouldn't touch it with a ten foot pole.

@vizfact 3 месяца назад

Absolutely excellent upload.

@Nanalyze 3 месяца назад

Thank you for the feedback!

@Wildboy789789 10 месяцев назад

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

@Nanalyze 10 месяцев назад

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.

@Shane_94 5 месяцев назад

So do you believe ionQ can be a good investment ?

@Wildboy789789 5 месяцев назад

@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

@Zachariahfml 4 месяца назад

@@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.

@arnoldbioursckii6639 2 месяца назад

The survivors will be bought by NVDA if….

@jeanmader2302 4 месяца назад

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 4 месяца назад

Your phone probably heard you talking about constipation at some point and passed that info on to the dark abyss of marketing algorithms.

@jeanmader2302 4 месяца назад

@@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 4 месяца назад

@@jeanmader2302 The poop commercial has a free newsletter? Well don't leave us hanging. What is it?

@jeanmader2302 4 месяца назад

@@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..

@Nanalyze 4 месяца назад

Gotcha! :)

@Jesseg-rj6xf 2 месяца назад

Need an update video on these 👍🏻🙏🏼

@Nanalyze 2 месяца назад

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?

@leweezo33 2 месяца назад

Thanks Nana.. I wish I would have found you a couple years ago

@Nanalyze 2 месяца назад

We wish you would have too but we're glad to have you around now! ;)

@JLCX-mf9rv 4 месяца назад

At the end of the day I have read these comments…. Should I buy or no????

@Nanalyze 4 месяца назад

You need to make that decision yourself

@Nanalyze 10 месяцев назад

Our fortune teller says if you subscribe to Nanalyze on RU-vid then quantum supremacy will arrive in four years instead of five: ru-vid.com 🙏❤

@amitagarwal3854 6 месяцев назад

@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.

@Nanalyze 6 месяцев назад

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.

@amitagarwal3854 6 месяцев назад

@@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.

@Nanalyze 6 месяцев назад

@@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.

@eugeniustheodidactus8890 6 месяцев назад

Good stuff! Thank you. I can't even find an applicable definition of quantum that makes sense. Lol.

@Nanalyze 6 месяцев назад

Even the experts can't tell us! :) You're most welcome.

@als2cents679 6 месяцев назад

Can you make a video about whether FORM can be a good Quantum Computing investment.

@Nanalyze 6 месяцев назад

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 ;)

@123slimgym 10 месяцев назад

rigetti spaghetti

@Nanalyze 10 месяцев назад

A better name wouldn't have helped

@vdanger7669 9 месяцев назад

And Chad left the building last year. You wonder who is actually doing the quantuming right now?@@Nanalyze

@Nanalyze 9 месяцев назад

@@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.

@vdanger7669 9 месяцев назад

Let us all know when you are doing your SPAC! Love the channel btw. @@Nanalyze

@Nanalyze 9 месяцев назад

@@vdanger7669 ;) Thanks so much for the encouragement! We'll keep it up.

@SavvyMoneyShow 10 месяцев назад

Ionq tanked as well its just it had a huge run

@Nanalyze 10 месяцев назад

Companies, not stocks ;)

@EllyMoody 5 дней назад

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.

@Nanalyze 5 дней назад

Many SPACs went public too early. Profit is less important than revenue growth for disruptive growth companies. But you must have revenue growth.

@EllyMoody 4 дня назад

@@Nanalyze There are bloggers telling kids (college students with no market experience) to buy IONQ to get rich it's borderline exploitative

@Nanalyze 4 дня назад

@@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 ;)

@EllyMoody 2 дня назад

@@Nanalyze What I see are 40 - 50 y/o RU-vid 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