May. 18 at 3:28 PM
Do quantum stocks still feel like a dead trade? Not really anymore.
Once Q1 hit, the tone completely shifted.
$IONQ just delivered what looks like the strongest quarter in the entire sector.
$QBTS saw a surge in bookings, but the market fixated on a different revenue number—how do you see that split?
$RGTI actually beat, yet still sold off, which feels pretty telling.
$INFQ keeps executing steadily with clean fundamentals.
QUBT is starting to show a real revenue inflection.
XNDU is also proving that photonics has real demand behind it, not just a narrative.
Then NVDA stepping into the ecosystem via Ising really felt like a psychological turning point.
Looking back, do you think April marked the bottom for this group?
It’s not that quantum is “solved,” it’s that the market is finally starting to believe it’s becoming real.
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