DeepValueStocks
Oct 23, 8:33 PM
$QBTS Why do many analysts view the pure play quantum stock group as "dead money" until 2028-2030 ?
No Near-Term Arbitrage: Bank of America and other major institutions have noted a near-term lack of commercially relevant, business-ready algorithms. Until the banking, finance, and pharmaceutical sectors begin spending heavily on quantum advantage around 2028–2030, pure-play revenues will remain too small to support their massive valuations.
Sell QBTS and buy SentinelOne(S); a leading pure play cybersecurity stock that is growing revenues 21-22% annually, has zero debt, has about
$2B in cash after their recent capital raise, owns an estimated
$500M equity stake in Anthropic through S Ventures, has a modest
$7.9B market cap, is a key cybersecurity partner of NVDA, AWS, GOOG, MSFT, Anthropic, OpenAI, the US Government and LevelBlue, trades for only 7x sales vs 50x sales for CRWD and 26x sales for PANW, and has more advanced technology than MSFT, CRWD & PANW
https://www.sentinelone.com/vs/competition/
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