QuanTessla

For the guys asking for DD checks Do your own deep dd and find the alpha in the innovational, revolutionary companies. This isn't exhaustive but enough for you to find the alpha (once you've the headlines in each line, dig in further) Company summary Stock perf more detailed stock analysis Commercialisation of products . key Commercial milestones. Applications Partnerships .. international Customers 3rd parties Key stakeholders Leadership team and their history (successful at executing history etc) Financial performance Financial details ..include revenue & growth.. as well as margins, bookings..customer retention, Financial health...market cap & valuation...future outlook, TAM Check 10ks and 10qs for trends ensure liabilities decreasing and other trend trajectories are the ways you'd want , revenue accelerating etc More detailed revenue breakdown Revenue by segment / geography 1/4ly revenue details since GTM with % Annual revenue Revenue recognition Service offerings Observations Stock based compensation All from 10ks and 10qs Basically it is trajectories you want and trends with this (as not everything may be profitable yet and fcf and dcf models wouldn't be apt but if they are do them) Investments Hedge fund and insts Again trends and trajectories and good reputations you're looking for Fte retention Customer retention USP (what makes them the special go to and why) Swot analysis Bull and bear case Patents and protection Massively important that the usp what you think makes them superior is protected so it can't be copied Research and development (&expenses breakdown Scaleability Challenges Barrier to entry Commercial availability Real world applications Ecosystem M&A Future outlook and forecasts Real world examples Most powerful offering trends Their competitors and what differentiates them and why they'd be the number 1 choice. If you've a load of competitors doing the same thing and you have no usp or superiority and you're not protected doesn't really matter the fundamentals as sentiment will change see PayPal for reference etc dead money now even though profitable etc . Once all these done.. go back and expand details etc on Customers / Partnerships etc See what the roi is and what the added value is and again on all metrics ensure you see trend trajectories going in your favour There's more but I reckon that's a good start for you to get your teeth into doing a deep dive due diligence binge on something you want to do. Differentiating the competitors products and usps to yours usually take a fair chunk of time up front but it's important to do upfront before you then dig in to whether your company is stand alone solid and a grower as again if they have too much competition, no usp or protection Doesn't matter going into their 10ks an 10qs etc People are too fixated on money lines but that's where they get opportunity cost misses,dead money and too late for the alpha Remember if you have no to little competition, a strong usp , a wide tam, your products are superior and protected , you have a leadership team that are proven to execute then you check financials and performance it's then trend trajectories in the right direction over having it in now Also remember you are trying to find red flags 3 red flags and you may as well stop your dd No red flags you start to dca #howtodd #dyor #dontrelyonmag7 #makegenerationalwealththatcompounds

DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." @DivesTech

@AceCrouton Absolutely ace 🥂

$PLTR gave me my first 100K $RKLB gave me my first 500K $ASTS gave me my first 1M I’m 29 and this doesn’t feel real.

@BrettKrieger12 Flexing without flexing 🤣 he's got the swagger 🤣🥂

@Tesslaaaaaa Why is that 🤣

$RKLB & $ASTS investors living in harmony after the great divide in 2024

BREAKING: Seven men have been charged with rape and child sex offences All have refugee status; five arrived in the UK by small boat (2021-22). Names/ages: Jamil Khalil 20, Ahmadin Ahmadzai 21, Qais Kaker 20, Fazal Auryakhel 20, Mohammed Farooq Sinwary 23, Ali Ahamad 21, Sayed Wahid Davdzai 20 Via @CDP1882 / @GBNEWS

@PolitlcsUK Disgusting sentences. WE ARE ASHAMED!

🚨 NEW: The Government will review the sentencing of three teenage boys after they avoided jail for raping two girls, including one at knife point Two of the boys received youth rehabilitation orders while the judge praised their behaviour in court

@QuantumBullHQ @commonsenseplay Don't forget Frances announcement today 🤣🤣

You have been forecasting the stocks will "come crashing down" incessantly. You said $IONQ would be at $20 at January, it is trading at $63 today. You are wrong by a factor of more than 3x. You had everything in your favor: three significant downside macro events since October to crush high beta stocks and print on your shorts. You had a chance to close but likely got greedy. During this quantum rally, you have not been transparent with your followers at all about the risks of shorting and even in this comment section you have a follower of yours who has been destroyed by a 2x leveraged short. Likely because you are irresponsibly announcing "generational short opportunity" when stocks are already down 70%+. The U.S. government is now tied to 9 of these companies and the sector as a whole. The foundation of the long-term investment in quantum is now strengthened signifcantly because the U.S. is directly invested. This fact is inescapable for your short thesis. Shorting these companies is now directly shorting the U.S. government, U.S. national interests and U.S. defense priorities. Shorting these carries more risk than ever before. At least be transparent with your audience. Are you even short any more? Did you close your positions? You owe transparency to your followers given every post you are saying "hope you listened". Do better.

Big news today: Trump admin/Commerce Dept announcing $2B in CHIPS Act grants and equity stakes to 9 quantum companies. $IBM gets $1B for a new quantum chip foundry, GlobalFoundries $375M, and pure-plays like $RGTI, D-Wave ($QBTS) etc. up to ~$100M each. Goal: US leadership vs China. Stocks went crazy today, up over 30% Some extra cash and access to government grants. But it doesn’t magically change the profitability math for the pure-play quantum stocks ($RGTI, $IONQ, $QBTS, $QUBT). Commercial quantum advantage are real profits are still years away and may never materialize. Current revenues remain tiny vs. sky-high market caps. Rough math to justify today’s market caps at a conservative 10x forward sales multiple (still aggressive for pre-profit tech): • $IONQ (~$22B cap): Needs ~$2.2B annual revenue. 2026 guide is $260-270M. (Still ~8-9x more growth needed.) • $RGTI (~$7B cap): Needs ~$700M revenue. 2026 est ~$20-25M. • $QBTS (~$7B cap): Needs ~$700M revenue. FY2025 was ~$25M. • $QUBT (~$2.5B cap): Needs ~$250M revenue. Recent run-rate still single-digit millions. And that’s just for sales. Add realistic profitability (say 20% net margins) and the bar gets even higher. These are still deeply unprofitable with massive cash burn and those losses are only growing every quarter. Government funding helps survival and R&D - great!, but doesn’t instantly create the billions in commercial revenue/profit required to support these valuations. These are not long term investments. If you want Quantum exposure invest in the big players like $IBM or $GOOG Not these quantum sh*tco’s. This will all come crashing down.

@jrouldz Thought i saw you coming 👀 🤣🫡💋

If anyone is looking for me today I can be found on the moon 🌕🚀😂

France's Macron announces €1.5 billion for quantum computing, advanced microchips reuters.com/technology/fre… PARIS, May 22 (Reuters) - French President Emmanuel Macron said on Friday that the government will ​invest an additional €1 billion ($1.16 billion) in its quantum strategy ‌and €550 million to support the microelectronics sector, as global powers race to be first to leverage emerging technology. "I'll say it out loud. We have ​the means to be the winners of this race," ​Macron said while announcing the funding. #quantumcomputing Leaders of the Western world, get your dicks out for a measuring contest on who's got the biggest quantum mast 🤣 USA yesterday Who's next 👀 🤣

@DailyMail @CPSUK @ShabanaMahmood @DavidLammy @GBNEWS @TalkTV So you can get 3 years for a ‘tweet’ and let off for gang rape 🤔 @JudiciaryUK .. This isn’t going away !!

This gang lured and gang-raped at knifepoint a young girl while they filmed it laughing. I will refer their sentences as unduly lenient - let’s see if this time the Government again says the rapists are too immature to receive stronger sentences. Who are these disgraceful judges? Judge Nicholas Rowland praised the boys for their conduct during the trial. “I think of you as very young and none of you have been in any big trouble before”

U.S. TO AWARD $2B TO 9 QUANTUM COMPANIES AND TAKE EQUITY STAKES $IBM: $1B $GFS: $375M Other recipients ($100M each): D-Wave $QBTS, Rigetti $RGTI, Infleqtion $INFQ, Atom Computing, PsiQuantum, Quantinuum Diraq: $38M Funding source: Chips and Science Act Deal structure: grants plus minority U.S. government equity stakes Status: deals still need to be completed

@Iromg What about the Jewish and Christian attacks in OUR OWN country !!!!

What’s it got to do with you?

@labourpress You cut SEN budgets and make disabled children suffer and go without and then spend this amount rolling out free breakfasts which is OUR, as parents, responsibility. Your backwards gaslighting attempts won't work on us parents with brains !

Reform's council leader in Kent opposes Labour's free breakfast clubs. There are 29 of them in Kent, with more to come.

Well Keir Starmer was worried about people inciting violence today. Turns out it’s from the far-left protesters who said “shoot him in the neck like Charlie Kirk” about Tommy Robinson. Will he be arrested and fast tracked through the courts @metpoliceuk?

@Keir_Starmer Your divisive, hate filled voice is trying to be loud but we the people are uniting with love, pride and passion in our millions to silence your hatred 🫡

Today the voices of division will be loud. They don't speak for the country I know, one that belongs to all of us. That's our Britain. A Britain worth fighting for. lbc.co.uk/article/keir-s…

@Keir_Starmer This is the Britain we know. Pointing out the problems is not what causes the problems. Please explain the root cause to me Mr Prime Minister, I am all ears.

@NickTenconi @Keir_Starmer Called my 2 and 3 year olds far right too 🤣🤦🏻‍♀️

This is the second time you have formally denounced concerned mothers and fathers as ‘far-right’. The first was in the wake of one of the worst atrocities that has faced modern Britain and now this one, ahead of a patriotic rally. The British people are not your punch bag to distract from your failures. You are the worst Prime Minister we’ve ever had.

I’ll always champion peaceful protest. But the Unite the Kingdom march organisers are peddling hatred and division. We’ve already blocked visas for far-right agitators who want to come here to spew their extremist views. They don't speak for the decent, fair, respectful Britain I know.

You peddled division and unite hatred on another level against you ! Leave! Politicians are supposed to represent their electorates wishes. You are so selfishly delusional, the only person's opinions you serve are your own. You are an extreme left, two tier cnut and the most dangerous man in Britain. You are more of a dictator than Russia and China have combined !

🚨 JUST IN: Elon Musk says it PERFECTLY as an OCEAN of British patriots storm the streets of London to Unite the Kingdom "The thousands of British people imprisoned merely for social media posts or speaking their mind need to be released! No more prison island!!" 🔥🔥🔥 THE BRITISH ARE FED UP! The patriots in USA are rooting for these patriots overseas 🇺🇸🇬🇧 @elonmusk @TRobinsonNewEra