QBTS - D-Wave Quantum Inc.

Quantum annealing specialist - machines built for optimization problems. 100+ customers paying today. Published result in Science journal showing quantum advantage. $588M cash. Suggested entry in high teens for balanced risk-reward. Risk that bookings may not convert to revenue.

Good retest buy after pullback. Ross likes the consolidation pattern and targets a move back into the 30s.

Builds quantum computers, owns its own chip fabrication facility, has new Lyra chip launching later this year, $100M UK government contract, $8M India contract, $250M Nvidia platform integration. Very early stage with limited revenue but significant catalysts ahead.

Uses quantum annealing technology (different from gate model), has 135 real customers including LG and Sharp, 65% gross margins, 8 years of cash on hand, investor day scheduled in June. Considered the 'safer' quantum stock with real revenue of ~$25M growing quickly.

Quantum computing company with own chip fabrication facility, new Lyra chip launching later this year, $100M UK government contract, $8M India contract, $250M quantum Nvidia platform integration. Very early stage with limited revenue but significant catalysts ahead.

Uses quantum annealing technology (different from gate model), 135 real customers including LG and Sharp, 65% gross margins, 8 years of cash on hand, investor day scheduled in June. Described as potentially the 'safer' quantum stock.

Focused on optimization systems — supply chain scheduling, route optimization, industrial optimization. More speculative pure quantum name that could benefit if quantum becomes commercially important.

D-Wave specializes in quantum annealing and optimization systems for logistics, routing, scheduling, and industrial complex problems. The host acknowledges it's more speculative but sees it as a real-world quantum workload company that could scale.

Quantum stocks soared on $2 billion in government grants. QBTS posted double-digit gains and quantum computing is expected to be essential in cybersecurity, drug discovery, and semiconductors.

Quantum computing stock basing and coming off lows, key line in sand at $10/share, looking for breakout opportunity