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下面是最近 8 条提及 $IONQ 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-30中性原文
  $IBM Starling was est. 2029 (cool name btw). Very interesting Foxconn is flagging quantum commercialization in 2030 from their conference. 2027 prototyping. Just some helpful timelines for the $QBTS $RGTI $IONQ bros out there Quantum is something I’m not as familiar with, but just in investing standpoints since it’s popular, maybe h2 2028, h1 2029 is a good time for quantum frontrunning unless there’s some random breakthrough? Whatever is happening now looks way too early. Typically not a good idea to serve as the dilution in the prototyping phases. But just sharing interesting notes I came across in terms of 2030 timelines for quantum computing commercialization timeline ests.
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• 2026-04-15看多原文
  $ALRIB is my favorite for that sector, especially now that markets found out $MSFT Quantum buys from them. It's still a bit early, but the machine sellers benefit from the entire R&D capex cycle today and you don't need to pick between $IONQ, $RGTI, $QBTS, $GOOGL or others winning.
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• 2026-02-18看多原文
  Decided to go long on $INFQ. Infleqtion is a brand new Quantum Computing IPO that I've been watching. Quantum names like: $IONQ ($11B+) or $RGTI ($5.1B) typically command large premiums (trapped-ion/superconducting qubits). But, Infleqtion is the first public pure-play in neutral-atom quantum computing. While most others are speculative, Inflection already has use cases as their quantum sensing division + products like quantum optical clocks, RF receivers, and inertial sensors, are utilized by NASA and the US military. I've been erring on the side of caution on Quantum Computing names, as Quantum especially, is not valued based on traditional P/E, P/S. But the technology + national security risks are monumental, and foreign governments are pouring money into the space. And $INFQ seems to be head of the game. As a result, I personally decided allocate a small percentage toward Infleqtion ( $INFQ ) as exposure to quantum computing.
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• 2026-02-18中性原文
  If you've read my previous posts, I've been bear posting $IONQ, $RGTI, $QBTS since the dawn of time. However, just from industry discussions, everyone I've talked to seems to know it's coming. It's feels like a matter of time, whether it's 2 years or 5. I've been watching $GOOGL Willow and other breakthroughs, but there hasn't been any pure play exposure I thought it was worth to take the risk on. But decided to pull the trigger with $INFQ. As for "applications" it's largely national security and doesn't feel very commercial. Eg. breaking encryption, so Governments have a huge incentive to fund research into this area. But you can see other applications with $INFQ + quantum sensing.
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• 2026-01-26看多原文
  @wallstengine I would not want to hold $20 in $IONQ as a $SKYT shareholder. Can't believe they're getting bought
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• 2026-01-24中性原文
  Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRVL Buy: $COIN $SMCI $GOOGL $FIG $AMZN $IBIT $RDDT $TTD $HIMS $HOOD $COHR $AMBA $IREN $POET $AAOI $LASR $VPG $OSS $INTC $UMAC $ONDS $AIRO $DPRO $AVAV $BULL $ETOR VLN NBIS GLXY CIFR HUT WULF Questionable $VELO $SKYT Avoid $UAVS $BKKT WLMT SLNH $PLTR CRWV $ORCL $BMNR $IONQ , RGTI, QBTS _ Strong Buy Snapchat - Bottomed around $7.4, imo very strong at this level. Increased FCF from memory opex reduction and memory monetization into 2027. Just a waiting game for re-rating. Meta - 26% Y/Y revenue growth is extremely strong, produced $10B+ FCF last quarter. Expect it to pick up after next quarter earnings due to optics (700%+ Q/Q EPS optics) that caused selloff last time from BBB. Samsung Electronics - Holy grail for semis, samsung provides exposure to both hbm and foundry. SK Hynix - memory supercycle Micron - memory supercycle, but with US backing. Unimicron - unholy long for hbm, ic substrates, glass core, cowos, and all other bottlenecks. TSM - money printer, literally can't go wrong with this. Circle - 2-3x projected rate cuts would likely hurt circle net income a lot, hence why it's being priced in. But amazing long at $16B as they print money and should start seeing expansion of USDC. AXTI - LPTH: Bottlenecks for InP / Germanium, etc. Will be a huge theme going into 2026. It's just a waiting game for both supply chain disruption (in AXT) or made in America w/ black diamond in Lightpath. Low downside risk imo due to capacity ramp -> revenue increase, but moonshot HBM type price increases might be questionable. COPX - LI: Rare Earths/Materials like Copper, Lithium are great longs for 2026. Similar with bottlenecks above, supply chain disruptions from China will cause money to flow into securing supply + buildout out new supply chains. AEHR - Honestly, they sit in two different hot verticals in AI and Robotics. $5.5m Sonoma order might be linked with Micron and SiC Testing. Seems like an extremely good moonshot sub $1B MC. FORM - Likely to be important in US supply chains since they do DRAM/HBM, and Foundry/Logic. & Yield is especailyl important w/ hbm4. AMKR - extreme beneficiary of made in america us supply chains and tsm -> US AVGO - Large correction recently post earnings. Strong buy IMO at these levels given hyperscaler ASICs will continue to ramp (even though there's been some delays). MRVL - Same story with Broadcom, marvell selloff after rumors of Microsoft maia delays. It's just a waiting game for ~2x revenue in 2027 and when markets start pricing that in, and after celestial acqusition, they're doing great stuff in other segments like interconnects. Buy Coinbase - Recent correction to Crypto makes Coinbase value decent again at $57B. Was never a fan of their exchange portion, but providing infra for Blackrock IBIT etfs + USDC revenue sharing with Circle, gives Coinbase pretty good long term value. SMCI - Extreme selloff from the $60's+ back to $30's presents attractive opportunity here. Markets are extremely concerned about gross margins -> SMCI expanding overseas, especially with soverign AI + buying lower end nvda gpus. and SMCI's margins should increase over there. Also likely due to deals to become sticky w/ customers. It's not like they're dying revenue growth to $36B+. GOOGL - Gemini at this point would likely take over chatgpt, so i'd remain long google. Figma - Software selloff provides good opportunity into a lot of the hammered names like Figma which extremely high gross margins + sturdy growth Amazon - Basically same price as last year, they've been growing, AWS is doing fine, they're in robotics + space LEOs, and just seems like a great long going forward Bitcoin - Always an attractive Long Reddit - High valuations, but extremely high gross margins and not going anywhere since everyone uses reddit. TTD - Selloff from 2025 presents attractive valuations again HIMS - Honestly extremely attractive for me at $29, might be put into strong buy again, but of course revenue deceleration is very worrysome. Main alpha is that markets arent pricing in Zava acqusition and just from sheer customer base, they can derive a lot of revenue from new customers. Robinhood - Selloff from $140 back to $100 presents a good opportunity for Robinhood again. They're not going anywere, plus new product revenue expansion from banking + others, should present positive tailwinds. Coherent - Long US supply chains, esp. for photonics, inp, etc. AMBA - Moonshot long for edge AI inference for robotic ramps + edge compute. POET - Basically 1/2 cash now, backdoor into marvell + hyperscalers through celestial. Attractive upside at $6.8 given underwriters bought at $7.25 AAOI - long play tethered to msft maia and aws trainium. both of them haven't really taken off yet so it's just a waiting agme LASR - energy directed weapons are super cool. i dont quite like the fundamentals like low 20% revenue growth, but the technology is just way too cool. VPG - Long play tethered to optimus ramp. we should see industrial use cases EOY 2026 and consumer EOY 2027, so maybe optimus productions starts hitting balance sheet now or q2. OSS - Long play on defense sector and edge AI + $200m contract. INTC - long on us policy, earnings didn't really change any perspective, just short term price. UMAC - Great long play at these levels on drone manufacturing in US. ONDS, Airo, DPRO - Same with AIRO, DPRO, bullish on drone sector. There's not much of a massive tailwind compared to a few weeks ago when US was invading venezuela and threatening greenland, but thematically bullish. AVAV - selloff from misinformation about converting r&D type contracts -> long term contract presents considerable upside BULL - I do like brokerages like robinhood, webull, etc. that have a ton of retail users since there's endless ways to monetize once you own the customer base. selloff back to $8 presents attractive upsdie ETOR - selloff way overblown, high net income y/y, basically 50% cash, low downside risk. just waiting for re-rating per earnings. they're doing well too, 70%+ Y/Y AUM, so not sure why they're being priced in like this. VLN - not quite the same anymore as close to 1:1 assets/nav, at one point they had $11m+ inv (off 63%) gross margins, $93M cash, so would have been closer to 110-120m : $140m MC, which made no sense. That being said still $80m fwd revenue off 63% -> 69% gross margins, seems like considerable opportunity for re-rating. Markets just don't seem to like companies eg. Etoro related to a certain country, I guess Nebius - $15B clickhouse valuation just goes to show Sum of Parts, where I wouldn't be surpirsed if their subsidaries like Avride ended up overtaking the main business. That being said, near term selling pressure due to $2B+ ATM being sold on open market. Should ramp up extremely fast as they meet their $7B ARR target EOY 2026. GLXY, CIFR, HUT, IREN, WULF - Remain long on the colo, and other neocloud sector plays. That being said most are up 30-40%+ since 2025, so they're not exactly a strong buy anymore as they've been priced in. But lot of upside remains. Questionable VELO - Lot of people asked my opinion on this since FinX loves this stock. They have really cool customers like SpaceX, but fundamentals look terrible. ~$11.8M cash + $17.5M offering vs. ~$23M. debt. They barely have any runway left and people buying now are likely to be diluted. Velo is the perfect example of amazing customer base like IQE (EU for inP supply chain), but terrible fundamentals. SKYT - It's a great made in america supply chain company for a lot of cool stuff like quantum components or edge. Benefits from CHIP act, but very slow revenue growth. It's a lot better speculative long than Velo since it has better fundamenatls. Lower gross margins like 24%, very low operating margins, is obviously priced into MC but U.S. pure-play foundry should be a good story for premium. Bottom line are not really growing too fast though. Avoid UAVS - Endless dilution machine with over 100%+ of marketcap given over to arbitrage investors that can convert 100%+ of the shares under 25% market value to sell on retail BKKT - $300m ATM dilution right now while MC is $550m. Endless dilution machine Walmart - 43 p/e, there's no way. SLNH - Lot of dilution ahead. Palantir - Concern over valuation P/E Coreweave - Concerns over large debt, $1B+ in debt interest hurts FCF a ton. Then there's allocation/buildout for OpenAI, which has extreme, extreme concerns if they can fulfill contract obligations, especially since gemini is taking over market share of openai. Oracle - There might be technical rebound, but seriously, they've spent so much capex just for openai (eg. stargate), and like coreweave, OpenAI, which has extreme concerns over if they can fufill contracts obligations BMNR - endless dilution machine to fund silly projects like $200m into mr. beast's company. Expect long eth staking etfs, short bmnr plays, and premium to go under as $200m cash into mr. beast's company for example is not very liquid. IONQ, RGTI, QBTS - Quantum valuations are very stretched. _ Overall Thoughts: I'm personally staying extremely long, this is just personal thoughts NFI. A lot of small caps and speculative companies have already been re-rated since Jan 1st and I don't expect many of the 50-100% moves to continue (we've seen a lot of profit taking Friday on some of these names). That being said, Trump is trying to cut rates even more (another 2-3x projected), esp. since Midterms is coming up. SPY Up = better chance of getting elected. So I'm staying very long until after Midterms. That being said a lot of this helps growth, speculative companies etc. But we're already seeing this largely priced in like Rocketlab, one of my favorite longs, reaching $45B+ MC off $155m quarterly revenue, so I'm questioning valuations a bit -> pivoting a lot of positions into more value (eg. software drop or memory supercycle). Thematically I'm extremely bullish on - AI, Memory, Semis - Bottlenecks - Critical Materials, etc. Very bullish on - Made in America supply chains Bullish on - Defense Sector And would look for swing trades/recovery/re-rating for stuff like software to social media companies around now given the recent selloff.
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• 2025-12-10中性原文
  Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS $GOOGL $RDDT $WULF $CRWV $IREN $GLXY $WLAC $MPWR Avoid $RGTI $PLTR $WMT $ETH $BMNR $TSLA $IONQ $ORCL $SLNH $OKLO Explanations: Today fed cut interest rates 25BPS as expected. This usually funnel liquidity into growth stocks and benefits small-medium caps that use debt the most (refinance with lower interest rates), such as Neoclouds like $NBIS and $CIFR. However, this coincides with Japan hiking, which might lead to carry trade unwind from last year's reload; but this is short term, fundamentals > volatility short term. Strong Buy Ratings: Circle - Massive drop mainly due to share unlock post IPO. However, rate cuts hurt their business model ~20% revenue cut from interest. That being said, we're seeing a massive growth in the stablecoin market, and I'm personally seeing huge early venture capital funding (a16z, sequioa, etc). being poured into stablecoin related companies such as Neobanks. We should see all of this funnel into more USDC printing, and the printer outweigh rate cuts. Coinbase - Same as Circle, they have 50% revenue sharing in terms of USDC. However, they also have their exchange on top, and rate cuts generally help riskier assets such as crypto (especially post drop Bitcoin sub 90k) Amkor - Benefits from Made in America shift to semis/fab. Credo - Dropped -16% last 5 days, and 8% today. Great recovery buy, don't see connectivity demand dropping from DC buildout. ALAB - Same thesis as CRDO IBIT (Bitcoin) - Always a great long, especially so at $93K Microstrategy (MSTR) - Benefits from Bitcoin recovery and did an analysis whether they would get liquidated or not. TLDR: no, we have another bitcoin halving event before they need to pay off interest, which was around 2029. Amazon - Hasn't moved an inch all year. Fundamentals improving, EOY helps E-commerce division. Custom chips, constellations, robotaxis, they're basically doing everything and market hasn't really rewarded their effort yet. Just a feeling we might see this outperform next 2 months. SMCI - Did a thesis post on this earlier, amazing recovery buy. It dropped on earnings due to shifting revenue backlog to next quarter, but markets aren't pricing in the fact they're growing 60% Y/Y forward revenue but trading at ~11 forward p/e or so. TSM - Backbone of the whole AI/semi buildout. We're seeing arguments about TPU vs. GPU, but TSM doesn't care. TSSI - Same thesis with SMCI, piggybacks off of Dell, just as a proxy we're seeing massive backlog from vendors such as IREN, and other neoclouds building out DCs 2026, and we should see this come into fruition next year. Sk Hynix - Apparently there's been rumors about uplisting to US markets, which should be a boost to liquidity. Also memory markets is just incredibly high demand from AI buildout. Snapchat - Just undervalued. $13B marketcap, ~1B+ quarterly revenue. NA DAU dropped 3% from last quarter but don't buy this for being the next FB. All they need to do is cut GCP costs and monetize memories (which they did) and we should see this re-rate 100%+ next year, especially with $400m+ in added revenue/equity from the Perplixty deal Samsung Electronics - People think of this as memory as well because it makes up a large part of their profit, but i see this as a potential next cash cow foundry play like TSM, as the 2nd largest player to soak up any max capacity overflow. META - One time tax selloff, was oversold. Now we finally see them create a frontier model (Avacado) if i remember correctly. So they can monetize the llama open source llm efforts they've been just blowing money on. They also cut their metaverse efforts, which should be a huge boost in proftiability. Nebius - Short term drag due to 25m share dilution. ATM is likely being offered. That being said once this finishes, insanely undervalued due to forward revenue/growth from both its DC business (7-9B ARR), and its 4 subsidaries that the markets dont price in (growing 100%+ Y/Y) CIFR - Short term drop due to Bitcoin prices (holding a lot on balance sheet), but not really affected by GPU depreciation arguments since they do colo models. Also backstopped by google, and they have contracts with Amazon, so fundamentally disrisked and one of the top buys in neocloud secotr. Buy Ratings: Running out of text space so will give a shorter TLDR Kura Sushi - Swing trade zoom out 5 year chart and you'll see what I mean every time it bottoms (around now). This never fails! Broadcom - Hyperscaler buildout, critical to TPU alongside Mediatek Netflix - 16% drop feels a bit unwarranted for the acquisition KRKNF - Great growing fundamentals and defensible market as an andruil supplier. HIMS - Share buyback program, usually sub $40 great buy/swing trade. Zava acqusition not being priced in and it's still growing. FLY - SpaceX $1.5T valuation should boost up the whole space sector. This was a 2026 play for medium lift. OSS - DD on this earlier potential andruil supplier. Otherwise, kind of undervalued at this MC anyway. TE - One of the few Murican energy infra, Solar. It's likely more commercial than Nuclear. FLNC - Same thesis with AI buildout + energy LITE - Pretty overextended right now, wouldn't chase. But long term benefits from being in the middle of both tpu ironwood + blackwell buildout COHR - Same with Lite, but seems like a secondary player. RKLB - Probably my favorite long. Pretty overvalued right now but can't help it due to SpaceX fomo. TTD - Thesis post earlier, just based on forward revenue numbers, it seems like a great recovery play. NVDA - TPU fears are a bit overblown, just look at backlog. CLS - TPU v7 ecosystem buy GOOGL - They sell TPUs like NVDA, growing robotoaxis market like waymo, gemini succesful. Just firing on all fronts. Reddit - Just a money printer like early day Robinhood. Made some thesis comments about RDDT growing in terms of acquisitions from FCF. Otherwise, they're here to stay and benefits from all gens using it (unlike snap which is earlier) WULF - Similar to CIFR. Rerating might happen depending on more info about the Anthropic buildout. CRWV - Terrible, terrible long. Good short term recovery buy. IREN - I would not put money into this if they kept buying GPUs to do AI cloud just due to dilution. but they might do colo and they have an immense amount of GW capacity so it's still promising. GLXY - Beneficary of DC Buildout. WLAC - Possible that they're SPAC ipoing this month. They did say Q4. MPWR - TPU v7 ecosystem buy Avoid RGTI - Quantum, no fundamentals/revenue to back it up PLTR - 449.01B market cap lol WMT - They're growing like 4% revenue a year, but trading at 40 p/e which is insane. ETH - Ethereum great network. However, there's no token burn and none of the revenue goes to token holders. Terrible investment, great developer tooling/ecosystem. BMNR - Ethereum proxy. TSLA - Kind of detached from fundamentals. But it's a bet on elon musk, robotaxis at scale, robotics. I personally just see this as overpromising, but we'll see. IONQ -Quantum, no fundamentals/revenue to back it up ORCL - Most of forward backlog is dependent on openai, which makes things incredibly uncertain/risky if openai falls to claude/gemini in market share. That being said, it's a good recovery buy right now, but long term it's risky. SLNH - This is the stock to be in if you want diluted to oblivion on their 2.8gw pipeline. OKLO - no fundamentals like quantum to back up mc at this moment, this likely years out to come into fruition.
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• 2025-11-04中性原文
  November 4th - Stock Analysis + Macro Fire Sale: $META • $NBIS • $IBIT Strong Buys: $RDDT • $RKLB • $WLAC • $CIFR • $LTC • $SOL • $CORZ Memory: Nanya $2408, SK Hynix $HXSCL, $MU Buy: $AMZN • $DELL • $SMCI • $ALAB • $CRDO • $TSM • $AMD • $FLNC • $TE Warnings: $IREN • $ETH • $BMNR • $CRCLQuantum: $IONQ • $RGTI • $QBTS Normally I'd go down the list, have more buy/sells, and talk about every single explanation but I caught a cold. So just doing an extremely light version today and didn’t feel like researching more stocks. Just focusing on a few with a broader overview while I drink some soup. (Will help explain if someone asks though.) $META: Once again, Strong, Strong, Strong Buy on the 15%+ earnings drop and post-ER drop. Beat on Revenue. Beat on EPS. Forward earnings intact. If you factor in one-time tax, EPS was $7.25 to $6.67, but it showed as $1.05 (huge miss), which led to algorithmic sell-offs immediately after. Following sell-offs, mechanical flows often push prices lower, but trends usually reverse in 1–2 weeks. Take advantage of this. Narratives like “Meta spending too much on AI” are likely noise. Every Mag7 company is increasing AI capex, Meta isn’t doing anything unusual unless you argue from a cloud/ASIC standpoint. Sometimes the real reason is dumber like algorithms not recognizing one-time tax normalization. Lot of profit potential when lower-beta Mag7 drops 16%+ on nothing material. Warnings Category TLDR: Not calling sells, just giving fair warnings so people can decide for themselves. Quantum: Still no revenue to justify price surges. Certain data center stocks, even after corrections, have forward revenue + FCF to back valuations. $ETH: Not a strong buy above $3K (same stance since $4.8K). $BMNR: ETH treasury play; tracks ETH price with a premium. Treasury plays aren’t good unless potential for nationalization (eg. $MSTR). $CRCL: Massive, massive, massive share unlock coming next month. $IREN: The $MSFT contract looks great in headlines ($9B+ revenue, Hyperscaler deal), but in reality, margins are poor. Deal isn’t pure colo; $IREN absorbs ~$5.8B capex in GPUs + ancillary equipment. Gross margins: low 30s at best, can drop to single-digit FCF profitability. By comparison, $NBIS had a structurally better deal ($11.6M/MW/yr vs $9.7M/MW/yr). The deal validated that hyperscalers will sign with IREN (positive), but the deal itself was terrible.Not a sell, just a warning for people FOMOing the headline. If you want to FOMO into something, $CIFR (AWS contract) makes more sense. _ Macro View: Markets have been selling off high-beta stocks, likely just a normal correction. Headwinds: Powell signaling a third rate cut isn’t certain -> repricing. Gov shutdown likely extends (short-term headwind). Historically, corrections reverse quickly after reopen. Event markets price Nov 14th as end date (9 days out). If there’s no material change for names like $NBIS (-7.9%), backed by insane forward revenue, great buy on the dip. Also stuff like $RDDT that posted great ER but dropped 7.% also strong buying opportunity. Bubbles pop under Fed tightening. We've had two rate cuts, and another still likely. Don’t follow the Rich Dad Poor Dad dude who predicted 5000 of the last 1 crashes. AI ≠ bubble yet - backed by Mag7 earnings, real revenue, and profits. But if OpenAI keeps over-promising contracts without funds, it could start resembling one later (projection risk 1–2 years out). TLDR: Markets likely trend higher as easing follows rate cuts. Data center buildout remains intact (Mag7 earnings show huge AI capex). Sectors that stay strong on corrections: Memory • Energy • Semi • Connectivity • Neoclouds Stay long and build positions on these dips
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