Stephen Tobin

@JoseyWalesPace @NervousWinter @TokenAD_ @MaxoGedeon @tZERO That’s not the article just the intro

@NervousWinter @TokenAD_ @MaxoGedeon @Stephen_Tobn @tZERO I don’t see this in that article, perhaps a different article? What I do see is more marketing that’s not factual though.

🤔 Who's @Stephen_Tobn talking about “Buying The Next Gen of Mkts: Architecture of the Next Trillion-Dollar Market” • $1B mkt value • First‑mover adv. • Patent portfolio + defensible moat • Regulated toll‑bridge for trillions in RWA tokenization @tZERO stephentobin.substack.com/p/trade-alert-…

@TokenAD_ @tZERO Could always ask me

@genejchan What is your view on the recent short report

I like that

No, they did buy Oxford to try to solve some problems, problems they preciously said they didn’t have, but I don’t believe it will work. Even if it does, and they solve the error correction issue they cannot solve the gate speed issue. I don’t think the gate speed issue will ever matter because the other problems will stop them ever making a working machine.

@Stephen_Tobn You are sleeping on Oxford Ionics

Cathie Wood's Ark Invest sold shares in $RGTI, "suggesting commercialization of quantum computing might be much further away than investors think" Well yah, of course quantum computing seems far away if you're focused on Rigetti finance.yahoo.com/news/cathie-wo…

Check this out. Gemini thinks I am a specialized sniper rifle

Sold $ACMR this morning, booked a 100% return on two positions. The stock looks like it may be near a top just below my initial target of $55, entry positions in green. Of course you never know it could go higher but I am happy with the profit

Weekly update and review of cash strategy needed for the $250 to $100K project @stephentobin/note/c-201458586?r=nh85d&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@stephentobin/…

A volatile week but managed to get a small profit thanks to $ASPI, added to the existing position last week and picked up a nice move

Outperformed the S&P 500, Nasdaq, and ARKK with an 85% return in 2025. See the full portfolio strategy and my 2026 outlook, defined by Agentic AI and Quantum progress. open.substack.com/pub/stephentob…

The year is nearly over. Let's look at the performance rankings the quantum companies DON'T want you to see. This isn't revenue. It isn't qubit counts. It isn't roadmap promises. It's how much stock insiders have sold in 2025: 🥇 $IONQ — $440M 🥈 $QBTS — $111M 🥉 $RGTI — $39M 4th: $QUBT — $33M Over $600M in insider sales across just four companies. These are the people who know the technology best. They've seen the roadmaps. Publicly they're saying they're the "next NVIDIA", but their stock sales suggest the opposite. Draw your own conclusions. 🤷‍♂️

I remain convinced that IONQ do not have the tech to scale to the required number of qubits. I am think the recent press release suggesting multiple small quantum computers will be better than one big one is their way of admitting this. IONQ remains the only company to have threatened me when I published an article on them. I will repeat the main points again, IONQ do not have the technology to scale their quantum machine nor the ability to error correct it into a usable device

Here's Scott Aaronson condemning $IONQ while praising Oxford Ionics on the next paragraph 🤣

December going well, the path to $100K from $250 a month on target with annualized return remaining above 100%. The portfolio looks very strong and still has $6k in cash so a lot of firepower for 2026

Back home for Christmas, December had five trades with pretty good returns

@bokal56 Hi K.d, I run a newsletter on Substack called StrategicWaves. It has all the details of you are interested

@Stephen_Tobn Is there a way to subscribe? What is the average expected return and subscription price?

2025 target hit, that’s three years in a row. 2026 target set and 100k by 2028 is definitely on

$EOS Electro Optic jumped 30% overnight in Australia. I added to this last week, seems to be perfectly timed

$EVTL flies, up 50% in a week. Probably due to insider buying but I maintain they have the best aircraft and the best plan to get to certification. Joby may well be first but EVTL will be best