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Mentions Over Time
last 3 months Buy Sell Hold Watch|Prediction trendFactual trend
Predictions and Factualities (2)
watchafter IPO price discoveryJun 9, 2026Confidence: 60%
Heavyweight formed by merging Honeywell's quantum division with Cambridge Quantum. Full stack - builds everything from hardware to software. Trapped ions with claimed highest accuracy (99.9% 2-qubit fidelity). IPO'd June 4th, raised $1.68B, priced above range. Host explicitly says he's not a fan of chasing IPOs and wants to give the stock time to discover its real valuation. Watch for now, wait for natural price discovery.
Horizon: long term
watchMay 17, 2026Confidence: 40%
Sponsored segment. Clinical-stage biotech with Lucid MS, a novel non-immunomodulatory MS drug candidate that filed IND with FDA on April 1, 2026. Also holds ~19.84% stake in Unbuzzd (alcohol metabolism product preparing for IPO) with 7% royalty, and has a $700M federal securities lawsuit that cleared its motion to dismiss. Host presents it as a due diligence opportunity, not a direct recommendation.
Horizon: long term
