Buy
3
Hold
0
Sell
2
Watch
5
Develops room-temperature quantum technologies for optimization problems, diversified across multiple advanced technologies.
Speculative but interesting; management commercializing room-temperature photonic tech now rather than waiting for perfect quantum computers; revenue growth from $39k to $3.7M quarterly shows progress.
Speculative name with innovative photonic technology and recent revenue growth; worth monitoring closely.
Similar pattern to D-Wave, $10 is key resistance level, would buy on breakthrough
Bearish momentum play — nasty pullback today; if it breaks under $9.40, watch for downside continuation
The QTUM ETF is mentioned as looking extended, up 40% off March 31st lows. Ross prefers individual quantum stocks over the ETF at this point.
Momentum play to the upside. QUBT was up 8.9% today. If it breaks out above $9.10, watch it to the upside.
Presenter describes QUBT as one of the market's favorite speculative quantum stories, highlighting its photonic computing approach (room temperature operation), $110M Luminar Semiconductor acquisition, $352M cash position, and revenue that nearly quadrupled year-over-year. Acknowledged as highly speculative with massive upside but equally meaningful risk.
Joe is bearish on quantum computing and has put positions on multiple quantum computing stocks.
QUBT is a contrarian upside watch. If the stock recovers and breaks above $10.60, hosts see potential for a move back to the upside.









