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@spunin2 ай бұрын
Good video thank you, Amat could be the shovel in the quantum gold mine. I am curious your thoughts, what about companies like Ionq and Rigetti? Qsi, qubt and qbts
@chipstockinvestor2 ай бұрын
Thanks for watching! We have a few articles on the quantum "pure-plays" and a long form video on quantum. We view these as pre-revenue businesses at this point. The little bit of revenue they do generate is for small R&D, not large-scale commercial use. Still very early days for them, and so we personally choose not to invest, at least not yet.
@Dwight-oo4hr6 ай бұрын
I like SMCI. I know their margins and moat are in question but their revenue and Earnings growth is massive and projected to be very strong for the next few years.
@deepfnvalue83 ай бұрын
I was patient and finally bought QUBT at .70. I think a big rally is coming. Ray Dalio just said quantum computing will take over like the ai stocks have. He was talking about NVDA years ago. Hope you do an update video!
@EllyMoody2 ай бұрын
08:01 Those random video inserts of "people at work" makes it hard to concentrate. They are usually dissociated and not very aesthetic. Other than the great value and integrity of your newly found channel, not having any inserts was a bonus. ❤➕
@burtson1755 ай бұрын
Just another compliment, pleasure to see and listen to you. Formfactor performed quiet good so far, not sure if i will buy, i think for me its the best to keep buying 10% capped vanguard etf with 25 positions. Applied Mat. and Skywater is in there as well. Thanks a lot for explaining the quantumstuff and future market. Bit to early to get excited with it i guess, but good to have some exposure already with an etf. I think quantum compute power will be only available for rent from datacenters, i think IBM offer already some use of their systems. greetings from germany🍻
@ashitpatel40776 ай бұрын
Please quote SI units, which are centigrade degrees; also, -273 is absolute zero, where entropy is zero.
@zebbie096 ай бұрын
Excellent report as usual…. Will look into that ETF for sure.
@tarikviaer-mcclymont57626 ай бұрын
Had no idea what that quantum computing apparatus was bit it looked cool. So I took some nibbles of some quantum computing stocks maybe they'll payoff in 15 or 20 years
@jeffj88256 ай бұрын
Bought in on skywater when it dipped recently. Got in at 6.65
@sallyho1466 ай бұрын
How to figure out that is the lowest price to get in?
@zupinu20005 ай бұрын
You don't, no one can time the market.
@EllyMoody2 ай бұрын
You wait six months from the moment you've decided to buy. Follow daily. @@sallyho146
@EllyMoody2 ай бұрын
@@zupinu2000ALWAYS TIME when buying and when selling.
@Nrgdumik5 ай бұрын
not related to the quantum computing topic, but it would be interesting to hear your thoughts on the upcoming Raspberry Pi IPO. Thanks
@highermountain4763 ай бұрын
Greatest one I will go for it thank you 🙏 so much
@jacqdanieles6 ай бұрын
Would be interesting to compare VGT with XLK
@bluebadgersec4 ай бұрын
First timer. Good content. Minimal buzzwords, hype and generalization. Going OG with the slides is cool...gets the points across.
@chipstockinvestor4 ай бұрын
Thank you, and welcome!
@sugavanamprabhakaran20286 ай бұрын
As always you both are rocking 🎉🎉
@raywelch69546 ай бұрын
I learned a lot. Thanks.
@hubertusgumpert84636 ай бұрын
party right now is in metals, Ag, Cu, etc.
@pierrever6 ай бұрын
And Nickel the very next 🤑💪
@missunique656 ай бұрын
Could you sonetime deploy your chops into a discussion on Optimus?
@jjjj54525 ай бұрын
Could you talk about IBM, and Intel in regards to quantum computing?
@chipstockinvestor5 ай бұрын
kzbin.info/www/bejne/pKqkaoSYbKiBo9E
@MrBigboyTX6 ай бұрын
Another potential quantum computing stock might be Pulsar Helium Inc PSRHF. This company recently made a major helium discovery in northern Minnesota. Helium is very rare in nature and this deposit may be extremely valuable. PSRHF is currently evaluating the discovery and the State is trying to figure out how they might regulate it.
@jaykrizzle6 ай бұрын
No
@damienjudson49136 ай бұрын
Great video! I was hoping you guys would say D-Wave and Rigetti Computing were good Quantum investments. I know they are running out of cash but I am hoping they can get the job done or get acquired.
@jaykrizzle6 ай бұрын
You haven't been paying attention to this channel if you think they would recommend essentially pre revenue stocks
@damienjudson49136 ай бұрын
@@jaykrizzle actually d-Wave was briefly mentioned in the first quantum computer video. So I thought just maybe it would come up in video two. And you are right. I’ve just recently discovered chip stock investing 6 months ago the ago or so.
@jaykrizzle6 ай бұрын
@damienjudson4913 i know they were mentioned but you said you were hoping they would say they were good quantum investments. This channel is fairly risk averse so they would never say that about d wave or rigetti at this stage of their development.
@chipstockinvestor6 ай бұрын
@damienjudson4913 @jaykrizzle we may address IonQ, Rigetti, and D-Wave at some point (other than in article form, which we've shared before). But they're in a really tough position, with no apparent prospects for generating real revenue anytime soon. It's not that we're risk averse, we love small caps, we own lots of them. But we certainly aren't interested in giving our cash away to private equity or management teams to do early "R&D" on unproven tech unless there's a plan for actual payoff.
@damienjudson49135 ай бұрын
@@chipstockinvestor Thank you for the thoughtful reply. Definitely looking forward to a video like that. Good news, bad news, I’ll take it. I’m all in on AI and chip stocks. But I’m 6 years or so behind. So I’m hoping maybe I can catch the next wave before I starts. I understand the risk but I only DCA into those quantum stocks.
@_VlCTOR_6 ай бұрын
VGT etf is not available for EU investors
@persieprince93456 ай бұрын
IUIT IS your answer the same performance
@владши-о8з6 ай бұрын
Thanks you!👍
@jeremymacdonald55846 ай бұрын
QTUM etf
@gianpaolooliva4306 ай бұрын
I just sold IONQ, still own QUANTUM SI but thinking gettin rid of it very soon. All these start up, Spac stocks didn't give me any satisfactions
@pierrever6 ай бұрын
I sold my D wave quantum too 🙄☹️
@hubertusgumpert84636 ай бұрын
you missed the smci story !!!! , again and again, smci is not only a assembler !! Did you changed your mind on SMCI ?
@richardbeebe18615 ай бұрын
VERY difficult to watch/ listen to. I do not believe I have ever encountered a video that has so many ads. Makes it quite difficult to focus on the information given without being totally distracted.
@azulsimmons10406 ай бұрын
Allegro Microsystems again. I really should pick it up and let it sit there. See what happens.