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

The stock rallied due to an agreement with NASDAQ, but the speaker remained skeptical of the rally and initiated a short position.

Experienced unjustified double-digit rallies based on speculative press releases and minor partnerships, described as a cash-burning company with high share dilution.

Secured $100 million in government support as part of a national security push for quantum technology.

Identified as a key player in the government-backed domestic quantum computing sector.

Viewed as a scientific milestone but a 'short' for investment purposes due to lack of practical commercial milestones.

Focuses on the 'last mile' problem of making quantum chips usable for business; recently received $100 million in government support.

Included in the momentum-driven 'Quantum Basket' play.

Noted as a speculative play within the quantum computing sector.

Part of the quantum computing sector identified for growth.

Smaller quantum name that saw limited movement despite sector-wide news.

Part of the secular bull market in specialized quantum computing firms driven by government initiatives.

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.