Moonman321
Nov 11, 12:26 AM
$QBTS The bears came crawling out of the cracks today, but QBTS is a classic wall-of-worry setup. The market got spooked by hawkish Fed talk and a risk-off tape—and the shorts piled on.
Look at the business: Q3 revenue grew 21% year over year, remaining performance obligations reached
$38.3M (+1,221%), year-to-date bookings jumped 611%, and D-Wave ended the quarter with
$503M in cash and investments. Management expects every major revenue stream to grow in 2027, and a major system delivery is expected in Q4.
Quantum may be the next major AI-adjacent growth wave. It won’t move in a straight line, but trying to scare people out while the company is building its pipeline? That’s the wall of worry. 🧗♂️🚀
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