IonQ stock: Too early, hold position
"To answer the question, what do I think about ION Q stock right now? Do I think it's a buy, hold, or sell? For me personally, it's still too early stage for me to consider investing in this company. It's too speculative for me at this point. So, I will be rating this stock as a hold, but I can understand if you're the type of investor that's looking for very, very high risk, very, very high reward potential type of investments to consider ION Q."
The speaker reviews ION Q stock and highlights its volatile revenue pattern, noting that despite recent positive earnings surprises, recent events such as Amazon's exit and revenue volatility create concerns. He concludes that the stock is currently too speculative, recommending a hold position until there is more clarity on its breakthrough potential.
Avoid Buying IONQ Stock Pre-Earnings Update
"So, all that being said, do I think you should buy ION Q stock ahead of its investor update? I don't think so. I don't think there is any reason to rush ahead and buy the stock ahead of the investor update. I would wait for the announcement to come out, digest the results, and then make a decision after this company gives you those figures."
The speaker advises against purchasing IONQ stock ahead of its upcoming investor update. He explains that the current elevated stock price and inherent volatility before the earnings announcement increase risk, making it more prudent to wait for the earnings results before making any investment decisions.
Quantum Computing Stocks Surge on Federal Funding Speculation
"And on the flip side we\"re seeing a lot of action in quantum computing stocks. Some of those names are seeing a big spike this morning. Yeah, they\"re very volatile but they\"re all volatile in the green direction this morning. Ion Q up 10%, Regetti up nearly six. D-Wave up 10%. This is all in the back of a Wall Street Journal article that the Trump administration is exploring equity stakes in these companies in return for federal funding."
Quantum computing stocks, notably IonQ which is up 10%, are experiencing a surge amid speculation that the Trump administration might acquire equity stakes in return for federal funding, highlighting a potential growth catalyst.
Bearish Outlook on Publicly Traded Quantum Stocks
"And I think that, you know, the four publicly traded quantum stocks are all going to zero. I don't think there's any value in any of these companies. IMQ has tried hard to pivot by using its stock to buy other companies, but fundamentally, these stocks have no revenue and no real future. Even if capital is flowing in now, eventually the market will force a reckoning. It's a great time to start shorting because capital cycles shift fast."
The speaker delivers a strongly bearish view on publicly traded quantum stocks, asserting that all four listed quantum companies will eventually go to zero due to a lack of revenue and sustainable business models. The emphasis is on the imminent capital cycle reversal, signaling short opportunities for traders.