Trade Alert: Back to Quantum
Our most succesful sector
Quantum computing has been our most successful sector in terms of profit made (that's probably the only measure of interest).
The sector is changing, with multiple new companies entering the market via IPOs and SPAC transactions. Existing companies like IONQ are using their large balance sheets to acquire companies and build a full quantum ecosystem.
Quantum sensing is proving successful in GPS-compromised areas, and quantum clocks are becoming important for navigation.
The technology has alwasy offered the potential for huge disruption but only if it works.
It has always been my view that, in new technologies, a first-mover advantage has enormous value, and in Quantum, I am buying exactly that. The company with the first mover advantage and real operations.
As always, this is another super risky trade. We will likely see whipsaw price action, and given the level of competition, the nature of the technology, and the obvious valuation problems with these companies, I could easily be wrong. If you are going to invest, only invest money you can afford to lose
Disclaimer: I'm not a financial advisor and don't offer investment advice. This website and newsletter is a diary of my personal high-risk trading in small-cap emerging stocks; past performance doesn't guarantee future returns. Make independent investment decisions based on your own research and risk tolerance; you are solely responsible for outcomes.