$IONQ Inc.(IONQ)$ $Quantum Computing Inc.(QUBT)$ ...my understanding, QC as general computing machine still needs years to develop, but using specific quantum models / machines for specific applications is here and will getting more and more versatile and powerful. It's not for common enterprises and consumers, if it's what Jesen means.
$Symbotic Inc.(SYM)$ ...shareprice got beaten down due to irregular revenue and cost recognition and the need to delay filing. Well, this can be regarded as a one-off incident, rather than a long-term impact on its business model or growth prospects. Its financial statements for the past quarters might need to be restated but hopefully this incident will help strengthen its management control system to prevent further reoccurrences of similar problems. So buy on dip?
$PropNex(OYY.SI)$ ...rates cut would be good to developers and property agencies. REITs and property developers have gone up quite a bit, agency stocks to follow?
Fed might cut rates as early as Sept given the weakened job market and soft inflation data. If a cut in Sep does come thru, cryptos will have a big rally. Or else, we'll have a lacklustre market until the later part of the year.