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.
Based on 10 scored insights about D-Wave Quantum Inc..
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.
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The 6 sources with the most insights about D-Wave Quantum Inc. on Kazuha.
AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.
Related ticker in the quantum computing investment theme.
Part of the 'Trump pump' in quantum computing following government grants.
A $10 billion company receiving government funding that is being actively monitored.
Benefiting from the current market rotation into high-beta technology assets.
Beneficiary of government quantum initiatives; seen as a 'Trump stock' to tail government spending.
Received $100 million in government investment; stock surged 33% on the news.
Recipient of planned U.S. CHIPS Act funding
Received significant U.S. government investment, gaining institutional legitimacy and upward momentum.
Speculative interest driven by government investment news despite sector skepticism.
Part of the emerging quantum macro narrative driven by government funding.
Mentioned as a speculative play gaining momentum from quantum and photonics buzz.
Part of the pure-play quantum sector seeing investment due to accelerating 'Q-Day' risks.
Part of the quantum computing sector that is significantly outperforming the market.
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'.
Identified as a winning stock within the Quantum Computing theme, which is showing strength in the current 'stock picker's market.'
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.
Mentioned as a high-beta, speculative stock that was up 7%, indicating strong risk appetite, though the host advises caution on sustainability.
The stock was up 7% as part of a winning 'Quantum Computing' theme, indicating investor interest in high-beta thematic plays.
Received a bullish initiation of coverage from Jeffries with a $45 price target, seen as a significant vote of confidence.
Listed as a company in the Quantum AI space that is a beneficiary of the government-supported 'Genesis Mission' for AI R&D.
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.
Mentioned as a stock the host might short, lumping it into the overall negative trend and 'quantum meltdown' in the quantum computing sector.
The speaker is extremely bearish on the quantum computing sector and explicitly stated an intention to short the stock.
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.
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.
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.
Mentioned as 'also a good one' to short, grouping it with other quantum computing companies the speaker views negatively.
Extremely bearish, calling the company 'kind of a fraud' and actively shorting it because he believes its core annealer technology 'really does anything'.
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.
Categorized as a 'second tier' quantum stock that the speaker has a losing short position on.
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.
Mentioned as part of a broad short thesis on the quantum computing sector, which the speaker believes is overhyped and about to 'collapse'.
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.
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.
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.
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.
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.
Experienced a 15-20% overnight pump after initial reports of planned US government equity stakes, but reports were later debunked, leading to potential volatility.
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.
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.
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.
Highlighted as a speculative momentum stock that took a 'big hit,' falling 15% during a market correction, illustrating the high risk of such investments.
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.
The stock has been 'eviscerated,' falling 30-40% from recent highs as part of a significant sell-off in high-momentum, speculative stocks.
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.
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.
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.
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.
Stock was down around 10%; a guest believes monetizable use cases are 'years away,' making it a highly speculative investment.
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.
Related ticker in the quantum computing investment theme.
Part of the 'Trump pump' in quantum computing following government grants.
A $10 billion company receiving government funding that is being actively monitored.
Benefiting from the current market rotation into high-beta technology assets.
Beneficiary of government quantum initiatives; seen as a 'Trump stock' to tail government spending.
Received $100 million in government investment; stock surged 33% on the news.
Recipient of planned U.S. CHIPS Act funding
Received significant U.S. government investment, gaining institutional legitimacy and upward momentum.
Speculative interest driven by government investment news despite sector skepticism.
Part of the emerging quantum macro narrative driven by government funding.
Mentioned as a speculative play gaining momentum from quantum and photonics buzz.
Part of the pure-play quantum sector seeing investment due to accelerating 'Q-Day' risks.
Part of the quantum computing sector that is significantly outperforming the market.
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'.
Identified as a winning stock within the Quantum Computing theme, which is showing strength in the current 'stock picker's market.'
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.
Mentioned as a high-beta, speculative stock that was up 7%, indicating strong risk appetite, though the host advises caution on sustainability.
The stock was up 7% as part of a winning 'Quantum Computing' theme, indicating investor interest in high-beta thematic plays.
Received a bullish initiation of coverage from Jeffries with a $45 price target, seen as a significant vote of confidence.
Listed as a company in the Quantum AI space that is a beneficiary of the government-supported 'Genesis Mission' for AI R&D.
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.
Mentioned as a stock the host might short, lumping it into the overall negative trend and 'quantum meltdown' in the quantum computing sector.
The speaker is extremely bearish on the quantum computing sector and explicitly stated an intention to short the stock.
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.
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.
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.
Mentioned as 'also a good one' to short, grouping it with other quantum computing companies the speaker views negatively.
Extremely bearish, calling the company 'kind of a fraud' and actively shorting it because he believes its core annealer technology 'really does anything'.
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.
Categorized as a 'second tier' quantum stock that the speaker has a losing short position on.
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.
Mentioned as part of a broad short thesis on the quantum computing sector, which the speaker believes is overhyped and about to 'collapse'.
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.
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.
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.
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.
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.
Experienced a 15-20% overnight pump after initial reports of planned US government equity stakes, but reports were later debunked, leading to potential volatility.
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.
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.
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.
Highlighted as a speculative momentum stock that took a 'big hit,' falling 15% during a market correction, illustrating the high risk of such investments.
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.
The stock has been 'eviscerated,' falling 30-40% from recent highs as part of a significant sell-off in high-momentum, speculative stocks.
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.
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.
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.
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.
Stock was down around 10%; a guest believes monetizable use cases are 'years away,' making it a highly speculative investment.
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.
Other assets that creators frequently mention in the same content as D-Wave Quantum Inc..
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.
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.
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.
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.