Mar. 2 at 7:11 PM
$QBTS "D-Wave's moat in quantum annealing is formidable due to its first-mover advantage, a patent portfolio of over 500 granted/pending patents, and proven, scalable fabrication processes, making it a leader in solving optimization problems. "
Dominating 40% of the global quantum market in annealing and optimization is a formidable advantage, especially when McKinsey estimates the global quantum market could reach
$1-2T long-term. Adding gate-model systems this year is icing on the cake for D-Wave(QBTS).
In a few years the stock will be
$100/sh. or more.