What top creators are saying about D-Wave Quantum Inc.(QBTS)

A quantum computing company that develops and sells quantum annealing systems and services.

85 AI-extracted insights from 7 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 10 scored insights about D-Wave Quantum Inc..

Strongly bullish
avg +0.56
10 bullish0 neutral0 bearish
Investment Summary
Updated 3 days ago
Summary of insights about D-Wave Quantum Inc. in the last 30 days

The Take

Sentiment for D-Wave Quantum Inc. (QBTS) is decidedly bullish, with all 10 sources highlighting the stock as a primary beneficiary of a new wave of U.S. government investment. The central thesis revolves around the company gaining institutional legitimacy and momentum through significant federal funding and its inclusion in the 'Trump pump' quantum portfolio.

Bull Case

  • Government Funding: The company recently received a $100 million government investment, providing a massive capital injection and validation of its technology (per threadguy, Amit Kukreja).
  • Policy Tailwinds: QBTS is viewed as a key 'Trump stock' likely to benefit from a $2 billion quantum portfolio and planned CHIPS Act funding (per threadguy, amit).
  • Market Momentum: The stock surged 33% following news of federal support and is benefiting from a broader market rotation into high-beta technology assets (per threadguy, Amit Kukreja).
  • Macro Narrative: Quantum computing is emerging as a dominant macro investment theme driven by government initiatives and geopolitical competition (per DEGENZ LIVE).

Catalysts & Targets

  • $100 million: Recent government investment amount
  • 33%: Stock price surge following funding news
  • $2 billion: Cited value of the broader Trump quantum portfolio
  • CHIPS Act: Potential source of future funding

AI-generated summary. Not investment advice. Learn more.

Top creators covering D-Wave Quantum Inc. (QBTS)

The 6 sources with the most insights about D-Wave Quantum Inc. on Kazuha.

Latest insights about D-Wave Quantum Inc. (QBTS)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Wednesday, June 3, 2026

Bullish

Related ticker in the quantum computing investment theme.

Thursday, May 28, 2026

Bullish
Target: N/A

Part of the 'Trump pump' in quantum computing following government grants.

Bullish

A $10 billion company receiving government funding that is being actively monitored.

Friday, May 22, 2026

Very Bullish

Benefiting from the current market rotation into high-beta technology assets.

Very Bullish

Beneficiary of government quantum initiatives; seen as a 'Trump stock' to tail government spending.

Thursday, May 21, 2026

Very Bullish

Received $100 million in government investment; stock surged 33% on the news.

Very Bullish
Target: None

Recipient of planned U.S. CHIPS Act funding

Very Bullish
Target: None

Received significant U.S. government investment, gaining institutional legitimacy and upward momentum.

Bullish
Target: null

Speculative interest driven by government investment news despite sector skepticism.

Very Bullish
Target: None

Part of the emerging quantum macro narrative driven by government funding.

Friday, May 1, 2026

Bullish

Mentioned as a speculative play gaining momentum from quantum and photonics buzz.

Wednesday, April 29, 2026

Wednesday, April 15, 2026

Very Bullish
Target: n/a

Part of the quantum computing sector that is significantly outperforming the market.

Friday, January 30, 2026

Very Bullish

Seen as having exponential growth potential, with revenue projected to jump from $9M to $50M in a quarter. An investor who attended a conference is re-adding to their position, believing the technology is 'real'.

Wednesday, January 14, 2026

Very Bullish

Identified as a winning stock within the Quantum Computing theme, which is showing strength in the current 'stock picker's market.'

Monday, January 5, 2026

Very Bearish

The speaker is extremely bearish, viewing the stock as a 'lotto ticket' and arguing that quantum computing technology is a 'dead end' for AI workloads due to fundamental technical limitations.

Bullish

Mentioned as a high-beta, speculative stock that was up 7%, indicating strong risk appetite, though the host advises caution on sustainability.

Friday, January 2, 2026

Very Bullish

The stock was up 7% as part of a winning 'Quantum Computing' theme, indicating investor interest in high-beta thematic plays.

Tuesday, December 16, 2025

Very Bullish
Target: $45

Received a bullish initiation of coverage from Jeffries with a $45 price target, seen as a significant vote of confidence.

Monday, November 24, 2025

Bullish

Listed as a company in the Quantum AI space that is a beneficiary of the government-supported 'Genesis Mission' for AI R&D.

Friday, November 21, 2025

Very Bearish
Target: single digits

The speaker is very bearish and purchased February $12 puts, believing the company's product is ineffective and the stock will return to single digits.

Martin Shkreli
11/21/25 +538%
Martin ShkreliYouTube198 days ago

Thursday, November 20, 2025

Very Bearish

Mentioned as a stock the host might short, lumping it into the overall negative trend and 'quantum meltdown' in the quantum computing sector.

Martin Shkreli
11/20/25 +465%
Martin ShkreliYouTube198 days ago

Wednesday, November 19, 2025

Very Bearish

The speaker is extremely bearish on the quantum computing sector and explicitly stated an intention to short the stock.

Martin Shkreli
11/19/25 +487%
Martin ShkreliYouTube200 days ago

Monday, November 17, 2025

Very Bearish
Target: $5 or $3

The speaker is bearish, calling the company a 'fraud' and is buying out-of-the-money puts. He believes the stock could 'easily be a $5 stock' or even fall to $3.

Martin Shkreli
11/17/25 +550%
Martin ShkreliYouTube202 days ago

Friday, November 14, 2025

Neutral

Mentioned as a high-beta stock that was 'hit extremely hard in the selloff but also saw some of the most aggressive bounces.' It's considered a 'test your conviction' area of the market.

Very Bearish

The speaker holds a 'huge short position' and considers the company 'insane in the first place,' suggesting it is fundamentally overvalued and destined to fail.

Martin Shkreli
11/14/25 +603%
Martin ShkreliYouTube205 days ago

Wednesday, November 12, 2025

Very Bearish

Mentioned as 'also a good one' to short, grouping it with other quantum computing companies the speaker views negatively.

Martin Shkreli
11/12/25 +516%
Martin ShkreliYouTube207 days ago

Friday, November 7, 2025

Very Bearish

Extremely bearish, calling the company 'kind of a fraud' and actively shorting it because he believes its core annealer technology 'really does anything'.

Martin Shkreli
11/7/25 +372%
Martin ShkreliYouTube212 days ago

Thursday, November 6, 2025

Very Bearish

The speaker remains bearish despite an earnings beat, calling the stock 'garbage' and holds put options, which is a bet that the stock price will go down.

Martin Shkreli
11/6/25 +477%
Martin ShkreliYouTube213 days ago

Wednesday, November 5, 2025

Very Bearish

Categorized as a 'second tier' quantum stock that the speaker has a losing short position on.

Martin Shkreli
11/5/25 +488%
Martin ShkreliYouTube213 days ago

Thursday, October 30, 2025

Very Bearish

Described as 'complete garbage' by the speaker, who is short the stock and frustrated by its high valuation as part of a broader bearish thesis on the quantum computing sector.

Martin Shkreli
10/30/25 +369%
Martin ShkreliYouTube220 days ago

Tuesday, October 28, 2025

Very Bearish

Mentioned as part of a broad short thesis on the quantum computing sector, which the speaker believes is overhyped and about to 'collapse'.

Martin Shkreli
10/28/25 +331%
Martin ShkreliYouTube222 days ago

Monday, October 27, 2025

Bullish

Potential government backing is viewed as a powerful 'kickstart' for the industry. D-Wave was also noted as a past successful investment for one of the hosts.

Very Bearish

The speaker is 'mega short' the quantum computing sector and specifically short D-Wave, believing its valuation is detached from fundamental reality and driven by hype.

Martin Shkreli
10/27/25 +324%
Martin ShkreliYouTube223 days ago

Saturday, October 25, 2025

Very Bullish

Highlighted as a speculative quantum computing play that saw a recent 10-15% price jump on potential government interest news, and noted for a past 8,000% return from its SPAC deal.

Thursday, October 23, 2025

Very Bearish

Described as a highly speculative, volatile 'meme stock' that trades on headlines rather than fundamentals. The stock fell after a government official denied current negotiations for equity stakes.

Very Bearish

Viewed with extreme skepticism and bearish sentiment. Considered a highly speculative 'science project' with no clear near-term business applications. Investors are warned to be cautious of news-driven pumps.

Neutral

Experienced a 15-20% overnight pump after initial reports of planned US government equity stakes, but reports were later debunked, leading to potential volatility.

Bullish

A report suggested the Trump administration is considering taking an equity stake. This government 'backstop' narrative makes shorting the stock extremely risky, driven by hype rather than fundamentals.

Wednesday, October 22, 2025

Very Bullish

Experienced a 15-20% overnight pump due to reports of the Trump Administration planning to take equity stakes in quantum computing companies, suggesting potential for further momentum.

Very Bullish

Experienced significant overnight gains of 15-20% due to reports of government equity stakes in quantum computing companies, after being down 40% over the past week. Investors should monitor for continued volatility and potential further upside.

Very Bearish

Highlighted as a speculative momentum stock that took a 'big hit,' falling 15% during a market correction, illustrating the high risk of such investments.

Very Bearish

The speaker is profiting from a short position and holds puts on the stock, betting on a price decline as part of a sector-wide bearish call on quantum computing.

Martin Shkreli
10/22/25 +369%
Martin ShkreliYouTube228 days ago
Very Bearish

The stock has been 'eviscerated,' falling 30-40% from recent highs as part of a significant sell-off in high-momentum, speculative stocks.

Tuesday, October 21, 2025

Very Bearish

Down 27% as part of a sharp decline in speculative 'momentum' stocks. The rally is seen as hype-driven rather than based on financial performance.

Bearish

Experienced a significant pullback of 10% to 29% over the past week, raising questions about whether the dip is a buying opportunity or a more sustained downtrend.

Very Bearish

Highlighted as a highly speculative, narrative-driven stock that was down 7-8%. Its pullback is seen as part of a healthy market rotation away from 'froth' and towards companies with strong fundamentals.

Very Bearish

The speaker considers the company to be fraudulent and a clear short, stating 'never buy the stock of a fraudulent company' in reference to it.

Martin Shkreli
10/21/25 +186%
Martin ShkreliYouTube228 days ago

Thursday, October 16, 2025

Very Bearish

Stock was down around 10%; a guest believes monetizable use cases are 'years away,' making it a highly speculative investment.

Wednesday, October 15, 2025

Very Bearish

The speaker is highly skeptical of a recent news announcement, calls the company a fraud, and considers it potentially the 'best short' opportunity, noting the stock fell on positive news.

Martin Shkreli
10/15/25 +32%
Martin ShkreliYouTube235 days ago

Discussed alongside D-Wave Quantum Inc. (QBTS)

Other assets that creators frequently mention in the same content as D-Wave Quantum Inc..

Frequently asked

Are top creators bullish or bearish on D-Wave Quantum Inc. (QBTS) right now?

Mostly bullish. In the last 30 days, 10 insights were bullish, 0 bearish, and 0 neutral about D-Wave Quantum Inc. (QBTS) across 7 financial sources indexed on Kazuha.

Which podcasters and creators cover D-Wave Quantum Inc. (QBTS) the most?

The most active sources covering D-Wave Quantum Inc. (QBTS) on Kazuha are @realmartinshkreli, @amitinvesting, @notthreadguy, amitisinvesting, John Coogan & Jordi Hays. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about D-Wave Quantum Inc. (QBTS) are on Kazuha?

Kazuha has indexed 85 AI-extracted insights about D-Wave Quantum Inc. (QBTS) from 7 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside D-Wave Quantum Inc. (QBTS)?

Creators covering D-Wave Quantum Inc. (QBTS) most frequently also discuss IONQ, RGTI, NVDA, BTC, PLTR. See the "Discussed alongside" section above for full asset pages.