Another doomsayer coming out to warn against quantum computing, particularly IONQ and RJTI. Take with caution as this may be a short-seller. But as it is Benzinga, this is not likely.

RGTI was less than $1.00 a couple of months ago. Now at more than $13-14, one has to wonder, what really is the true value?  For me, just go back to basic. What is the revenue, and profit. At the moment, both are missing.  As for the future, heck, will RGTI be the next Nvidia, or the countless number of companies that did not survive their hype? I dare say, those that crashed and ceased to exist outnumber those that made it good by more than 100 to 1.  I play golf. A good golfer plays %.  Be a Jack Nicklaus. Not a John Daly.

One day it's panic buying. Less than 24 hurs later, the reverse happens and people are now crying wolf.  People, don't be fooled. There is heavy manipulation going on and you are being conned. Just do it the Warren Buffet way. Look at value investing. For me, Quantum Computing is way too early to buy into. Someone like Huang will not want to risk his reputation and say 15-20 years unless he is very very convinced by that.  Having time to digest what he said about Nividia investing resources to look into Quantum two days after he said it was 15-20 years, he is not contradicting. Nvidia has got billions of excess funds. They can afford to hedge their bet by staking a few millions to look into Quantum and see what happens in 15-20 years. We are different. We do not have billions of

IBM is the real market leader and their first product was revealed in 2016. And yet it is still not a commercial contributor. That's 8 years ago.  Alphabet's Willow chip has yet to been offered in any commercial configuration. And look at D-Wave's sales revenue. It is tiny. Quantum tech may well be the next best thing. But as this article suggests, it's for investors with really deep pockets who can afford to wait 10-15 years FROM NOW.  Jensen and Mark is not wrong. It's a long wait. 

Nasdaq is up 1.5%. AI, Cryto, EV's are all up.  But Quantum stocks like RGTI has collapsed. Staggering is the word. Staggering flop.

"If you're looking for economic returns in terms of products and the next five years, you're probably too far ahead of your headlights." Second top business leader to state this. Maybe we ordinary people should pay some attention?  Investing carousels are run to ride. But you must know when to get off. Or they become no longer fun....

Just as I warned about being too bearish last week when RGTI tanked, I am also giving equal danger call when I see this counter go up 48% in a few hours.  RGTI can easily change course ether way as it is a highly "memed" stock with really not much fundamental business.....yet.  Quantum computing, like RobotVehicles, are a good ways away from being a real money making item.

This part scares the shit out of me. "MicroStrategy has plans to raise up to $2 billion through preferred stock offerings in the first quarter of 2025. This capital will fund additional Bitcoin purchases as part of its "21/21 Plan," which outlines a strategy to secure $21 billion in equity and $21 billion in fixed-income instruments over the next three years. As a result, changes in bitcoin prices and the limited supply of the asset could create massive volatility for the company." At the moment, Bitcoin has fallen below $91,000. If it breaks &90,000, I fear there will be a massive collapse in the stock price of MSTR. And all that this article is warning about may be triggered.

MSTR is at an extremely dangerous point. Be careful.

Not exactly fake, but not new news either.  Rigetti tanked quite heavily on Friday, so this release of an old news about Wednesday price actions should be looked on with suspect. But then again, with these meme stocks, I will not be at all surprised that come Monday, we may see some heavy actions upwards.  Not a call to buy. Just to keep watch. 

False dawn. Now back underwater. I think RGTI is still way overvalued. The punting momentum is not there now. Can't even swing trade for now .

"MicroStrategy already owns more than $40 billion of Bitcoin and is planning to sell $2 billion in preferred shares to buy even more. That is in addition to its previously announced plan to raise $21 billion in common stock and $21 billion of fixed-income instruments, including debt, convertible notes, and preferred stock, over the next three years to buy more Bitcoin." Also, the total market value for MSTR is currently double that of it's own Bitcoin holding.  How is that not alarming ? This is in my opinion the most "Tulip" of all stocks in the market right now.

Bitcoin is now touching $92,000.  MSTR is being saved by the Jimmy Carter memorial closure of market today.  But what is going to happen on Friday when it reopens and BTC goes further down?

Actually, not just AMD. The magic bubble may be popping for many of the bull run stocks.  Namely, Tesla, MSTR, RGTI, SMCI, etc.

Overall, this is positive for Chinese EV's. But it needs the entire economy to feel better for long term benefit.

So too are robot-vehicles. But Jensen won't say this because Elon Musk is spending a lot of cash buying Nvidia chips. 

".....investing in the company comes with some additional risks -- and investing directly in Bitcoin comes with many of the same upside scenarios and fewer potential pitfalls" This is what I have been calling out. If you are bullish on Bitcoin, why buy not buy Bitcoin directly? By buying MSTR, you are taking the risk of share-dilution as well as out-of sync valuation of MSTR's Bitcoin position. And currently, the actual value of MSTR's Bitcoin holding does not match the valuation being given to MSTR market cap.