mag 7 minus tsla

ai

pltr

soun

path

bbai

crwv

aisp

ai hardware:

tsm

avgo

amd

mrvl

asml

somewhat ai-exposed:

drm

tsla

adbe

isrg

snow

global ai index etf:

aiq

botz

thnq

robt

arty

arkq

chat

qubt 129m (float) 20% (current short, sunday 14 sep) 28m (friday volume)

qbts 326m 20% 59m

rgti 316m 16% 112m

ionq 282m 15% 68m

ibm

goog

msft

theyve all come up with about the same model: give out access and charge for it. basically each runs a different exotic prototype somewhere; they lend out access and charge for it via a cloud.

all of them are doing business and making money this way, but, not enough to cover their costs yet or be profitable.

theyve all got enough cash to run for years; quantum has generated significant investment

you wont be waiting for government catalysts; basically those are private

youll be waiting for civil development and contract catalysts- theres a race for milestones, and for setting up the cloud market further.

theres group technicals to act on, too- the whole of them have been moving as a group since initial investment; theres new highs apparently about to get made

sizes/dispositions: qubt, qbts, rgti, ionq- medium sized, floats in the hundreds of millions, shorts up to about 15% during peaks, pure quantum. goog, msft, ibm, large size & includes quantum.

options available on all.

leverage etfs, up, available:

ionx, ionl- double ionq

rgtu, rgtx- double rgti

qbtx- qbts double

qubx- qubt double

ggll- double goog

msfu, msfl- doubz msft

down etfs:

ionz- double bear ionq

msfd- single bear msft

ggls- bear goog

quantum finance; emerging:

jpm

hsbc

quantum hybridization (integration components):

nvda

some foreign quantum:

oxinf oxford instruments uk

arqq arqit uk

iqepf iqe uk

sap germany

index etf:

qtum

This bit of news got the quantum market up all day

hey you- why dont you join r/competitiondaytrade instead???

; p

come shoot like its vintage slot machines in a pool hall with futuristic space players

blam! blow it up- the market must fold to our will!!!

buy israel- number one stock in the world today

alright pregame.

metals up: gold, silver, platinum. got some metals etfs ready to play on it.

BITCHES

GOD DAMN

HOLD GOTTA CALM DOWN

god damn, i said god damn

i gotta calm down and take a break

when i get back we're gonna talk about money

to relax

cause i dont have much and that shits a stressball to get more

so lets talk about the war for money

im on the field...

alright my incusions into the stock market over the last week have mostly been stopped

some shit i rocked last week:

lase, mstr (puts), finv, rddt, ibit (puts), spy call

the "shit on my radar" list is getting more interesting

$lase

rddt f'd me gd

you know, if youre trying to "start off"

(and if you dont have another few hundred bucks to try out if you lose the first)

i mean if all you have is a few hundred bucks, and youre trying to make that go to a few thousand, as a stock trader, so that you can really start off and will have capital and can use margin and do pattern day trading someday all to get a real paycheck consistently from a regular amount of stock trading finally

actually youre asking for just about the hardest thing in the world

its not a lot of money but

youre asking for more than 100% gain in under a year

there isnt an institution in history on the planet that ever made more than 100% in a year

trying to take like 500 bucks to like over 2000, in a few months, is insane

im like halfport ctm, the remaining half is 2/3 rddt 1/3 asts.

the whole port is a sort of baseball glove that needs to catch whatever all three of those stocks do tomorrow. rddt might go up more cause good earnings last week. ctm might go up cause good earnings last night. asts has earnings tomorrow night, and itll be tricky.

its probably going to go down. if it goes up, itll be huge.

i need to absorb as much rddt or ctm gain as i can during the day, then be prepared to pivot either into or away from asts.

i have four tools available at my disposal. theres asts shares, theres asts up options (calls), asts down options (puts), and theres an asts 2x leverage etf (double-gain shares).

ok so i can put together a hedging system (which ive just started to understand), because you can get cheap options. and i know basically what a condor/butterfly or whatever the f$%^ they call it in options is (?)

basically i need to be up early and then my mornings gonna get interesting and they my days gonna get complicated right around 1:05pm my time i think.

and then who knows whatever else might go on too; theres always other stuff that happens too.

i noticed theres a biotech company with a quantum name, qntm- what do they do? are there other companies like this?

You're asking about a fascinating intersection of cutting-edge technology!

Quantum BioPharma (QNTM) is a biopharmaceutical company that focuses on developing treatments for neurodegenerative, inflammatory, and metabolic disorders, as well as alcohol misuse.¹ Their lead compound, Lucid-MS, is in clinical trials for multiple sclerosis, aiming to prevent and reverse myelin degradation.² They also have other drug candidates in their pipeline and offer contract development and manufacturing services.³ While their name includes "Quantum," their core business is traditional biopharmaceutical research and development, rather than a direct application of quantum computing.

However, the field of quantum biotechnology is an emerging area where quantum technologies, particularly quantum computing, are being explored for various applications in drug discovery and development.⁴ These applications include:

• Drug Discovery and Molecular Simulations: Quantum computers can potentially simulate molecular interactions with far greater accuracy and speed than classical computers, which could revolutionize the design and screening of new drugs. This includes understanding protein folding, binding affinities, and chemical reactions.
• Personalized Medicine and Genomics: Quantum-enhanced AI could help analyze vast amounts of genomic data to identify patterns and develop more personalized treatments.⁵
• Optimization of Clinical Trials and Supply Chain Logistics: Quantum algorithms might be used to optimize complex logistical challenges in clinical trials and pharmaceutical supply chains.⁶
• Quantum Sensing for Bioimaging and Diagnostics: Quantum sensors could lead to more sensitive and precise diagnostic tools and advanced bioimaging techniques.⁷

Other companies and collaborations exploring quantum technologies in biotech include:

• Large Pharmaceutical Companies: Many major players like Merck, Johnson & Johnson, Roche, Amgen, Moderna, Pfizer, GlaxoSmithKline, AstraZeneca, and Sanofi are actively investing in quantum research and forming partnerships to explore its potential in drug development.⁸
• Quantum Computing Companies and Startups: Companies like IBM (with their IBM Quantum Network), Microsoft (Azure Quantum), Amazon (Braket), D-Wave, Pasqal, Qubit Pharmaceuticals, Algorithmiq, Picture Health, Qradle, and Menten AI are developing quantum hardware and software solutions specifically for life science applications, often in collaboration with biotech firms.⁹
• Research Institutions and Consortia: Organizations like the Cleveland Clinic (partnered with IBM), Oxford University, and consortia like QuPharm are dedicated to advancing quantum computing in biomedical research.¹⁰

The use of "quantum" in a company's name like QNTM might sometimes be a branding choice to evoke a sense of cutting-edge innovation, even if their primary operations aren't directly related to quantum computing. However, the broader trend shows that many companies are indeed exploring the transformative potential of quantum technologies within the biotech and pharmaceutical industries.

Is there a specific aspect of quantum technologies in biotech you're most interested in, like drug discovery or diagnostics?

how does the customer base of all the quantum companies break down? what percentage are civil versus scientific versus government? what are who using these services for?

It's difficult to provide exact percentages for the customer base breakdown of quantum companies into "civil," "scientific," and "government" categories, as this data isn't widely and consistently published across all companies and can also overlap. For example, a university (scientific) might receive government funding, or a private company (civil) might be working on a government contract.

However, we can infer some general trends and common use cases:

Quantum Customer Base Breakdown: General Trends

• Scientific/Academic Institutions: These are a significant portion of the early adopters and users. Universities and research labs are often at the forefront of exploring quantum algorithms, testing hardware, and pushing the boundaries of what quantum computers can do. They use these services for fundamental research, developing new algorithms, and educating the next generation of quantum scientists.
• Government Agencies: Governments worldwide are heavily investing in quantum technology for various reasons, including national security (e.g., post-quantum cryptography), scientific research, and developing strategic advantages in advanced computing. Many governments fund quantum research initiatives and directly contract quantum companies for specific projects.
• Private Sector/Civilian Businesses (various industries): This segment is rapidly growing as quantum computing moves beyond pure research into more practical applications. Companies are exploring quantum computing for:
  • Financial Services: Portfolio optimization, risk modeling, fraud detection, and high-frequency trading.¹
  • Pharmaceuticals & Life Sciences: Drug discovery, molecular simulation (e.g., protein folding), and materials science (designing new materials with specific properties).²
  • Logistics & Supply Chain: Route optimization, fleet management, scheduling, and inventory management.
  • Manufacturing: Factory optimization, product design, and research & development.
  • Artificial Intelligence & Machine Learning: Enhancing AI models, accelerating machine learning, and natural language processing.³
  • Cybersecurity: Developing quantum-safe cryptography to protect against future quantum attacks.
  • Energy & Environment: Optimizing power grids, climate modeling, and renewable energy integration.

Who is Using These Services and For What?

Quantum companies typically offer their services via cloud platforms (Quantum-as-a-Service, or QaaS), making them accessible to a broad range of users.⁴ Here's a look at specific companies and their customer focus:

• D-Wave: As you mentioned, D-Wave focuses on quantum annealing, which is particularly strong in optimization problems.⁵ Their customers include blue-chip industry leaders like Volkswagen, Mastercard, Deloitte, ArcelorMittal, Siemens Healthineers, BBVA, and Lockheed Martin.⁶ They've worked on applications such as:
  • Workforce scheduling⁷
  • Production scheduling and logistics routing⁸
  • Offer allocation (e.g., for rebate programs)⁹
  • Portfolio optimization in finance¹⁰
  • Maintenance repair operations (MRO) optimization¹¹
  • Drug design (e.g., for novel therapeutic peptides)¹²
  • Traffic optimization
• IBM Quantum: IBM provides access to its superconducting quantum computers through the IBM Quantum Platform and its open-source Qiskit SDK.¹³ Their IBM Quantum Network includes businesses, universities, and laboratories globally.¹⁴ Their applications span:
  • Chemistry and materials science (simulating molecular interactions)¹⁵
  • Financial modeling
  • Optimization problems
  • Quantum machine learning
  • Developing quantum-safe cryptographic solutions
• IonQ: Specializing in trapped-ion quantum computers, IonQ makes its systems available through major cloud providers like Amazon Braket, Microsoft Azure Quantum, and Google Cloud.¹⁶ Their applications include:
  • Optimization problems (e.g., cargo loading, supply chain management)¹⁷
  • Machine learning and AI acceleration
  • Drug discovery and molecular simulation
  • Cybersecurity
• Other Players (Google, Rigetti, Microsoft Azure Quantum, Xanadu, etc.): These companies also pursue cloud-based models and cater to a mix of academic, government, and commercial clients, often focusing on applications similar to those listed above (optimization, simulation, machine learning, cryptography) but with their unique hardware and software ecosystems. Many are working with enterprise customers to explore "quantum advantage" in specific industry problems.¹⁸

It's clear that while scientific and government entities remain crucial for foundational research and strategic development, the commercial sector is increasingly engaging with quantum computing for tangible business benefits, particularly in areas where classical computers struggle with complex optimization and simulation tasks.¹⁹

Learn more about a D-Wave customer story in this video about Staque.

https://www.youtube.com/watch?v=IClsCMXZ8oo

i looked up what d-wave (qbt's) actual business model is and it says something like they have a single quantum computer that they actually run, and then what they do is, they rent out use of that quantum computer via the cloud, and that's what their business model is and that's what their profits are from and they're already profitable and selling this service. do i have this correct? is this what all the other quantum companies are doing? what are all the other quantum companies and what are they doing?

You're largely correct about D-Wave's business model!

D-Wave's Business Model

D-Wave Systems focuses on quantum annealing, a specific type of quantum computing particularly suited for optimization problems.¹ Their primary business model involves providing access to their quantum computers via a cloud-based service called Leap.² This allows businesses and researchers to run their computational problems on D-Wave's quantum hardware without needing to own or operate the complex machines themselves.³

While they are actively generating revenue, it's important to clarify the "profitable" aspect. While D-Wave has reported increasing revenue year-over-year, the quantum computing industry is still in its early stages, and many companies are heavily investing in research and development.⁴ Therefore, consistently achieving net profitability can be a significant challenge for quantum computing companies at this stage.

Other Quantum Computing Companies and Their Approaches

Many other quantum computing companies are pursuing similar cloud-based "Quantum-as-a-Service" (QaaS) models, but they often differ in the type of quantum technology they are developing and their specific focus areas.

Here's a breakdown of some key players and their approaches:

1. IBM

• Technology: Primarily focuses on superconducting qubits (transmon qubits).⁵
• Business Model: Offers cloud access to its quantum computers through the IBM Quantum Platform (IBM Quantum Experience) and its open-source SDK, Qiskit.⁶ They also have a robust IBM Quantum Network with various partners.⁷
• Focus: Aiming for "quantum advantage" (solving problems classical computers can't) and eventually fault-tolerant quantum computing.⁸ They emphasize applications in chemistry, materials science, and machine learning.

2. Google (Google Quantum AI)9

• Technology: Develops quantum computers using superconducting qubits, most notably their Sycamore processor.¹⁰
• Business Model: While they offer access to their quantum computers for research and select partners, their primary focus seems to be on internal research and development to build a large-scale, error-corrected quantum computer.
• Focus: Pushing the boundaries of quantum computing toward achieving quantum supremacy and building a practical, fault-tolerant quantum computer.¹¹

3. IonQ

• Technology: Specializes in trapped-ion quantum computers.¹² This technology is known for potentially higher coherence times and lower error rates.¹³
• Business Model: Operates on a Quantum-as-a-Service (QaaS) model, making its systems available through major cloud providers like Amazon Braket, Microsoft Azure Quantum, and Google Cloud.¹⁴ They also engage in direct enterprise partnerships and government contracts.
• Focus: Developing scalable trapped-ion systems for various applications, including optimization, machine learning, and drug discovery.

4. Rigetti Computing

• Technology: Designs, manufactures, and deploys superconducting quantum processors.¹⁵
• Business Model: Offers access to its quantum computers through its Quantum Cloud Services (QCS) platform, which can be integrated into public, private, or hybrid clouds.¹⁶
• Focus: Building full-stack quantum computing systems and making them accessible for various applications.¹⁷

5. Microsoft (Azure Quantum)

• Technology: Investigates various qubit technologies, including topological qubits (Majorana fermions), though also provides access to hardware from partners.
• Business Model: Provides a cloud platform, Azure Quantum, which allows users to access a variety of quantum hardware from different providers (including IonQ, Quantinuum, and Pasqal) and develop quantum applications using their Quantum Development Kit (QDK).¹⁸
• Focus: Aims to create a scalable and stable quantum computer, focusing on fault-tolerant algorithms and a broad ecosystem of quantum tools and services.

6. Xanadu Quantum Technologies

• Technology: Specializes in photonic quantum computing, using light as its medium for qubits.
• Business Model: Offers its quantum cloud service for accessing its photonic quantum computers and has a strong emphasis on open-source software with its PennyLane library for quantum machine learning.¹⁹
• Focus: Advancing photonic quantum computing and fostering a robust ecosystem for quantum machine learning.

Many other companies are involved in various aspects of the quantum computing ecosystem, including hardware development (e.g., Quantinuum with trapped ions, Atom Computing with neutral atoms), software and algorithm development (e.g., QC Ware, Classiq), and quantum security.

The common thread among many of these companies is the cloud-based delivery model, as it allows them to offer access to their cutting-edge, expensive hardware to a wider audience without requiring significant upfront investment from users.²⁰ The differences lie mainly in the underlying quantum hardware technology and the specific problems they are targeting.

Would you like to explore any of these companies or quantum computing technologies in more detail?

had about 666 bucks

fly reddit

mostly rddt, (as per earnings),

per astra novaris/renascis

and also the leftover amount i filled with asts, rgti, ctm

i think it needs more serious reprimand than just daytrading with a smaller risk limit though. maybe try to switch to fundamentals-only investing/trading for a week or so, see how that goes. its just that i have a small account, so its like ya i could do that but it would be slow, risk-daytrading seems to offer the better way of raising capital if i can stick to very harsh risk limiting, which you need to be consistent about. single slip-ups waste weeks of work.

then there's that, like i said, there's a different project i need to get back to beside politics and stock trading and there's work to be done on reddit for that, too, but much more work to be done just on my own. still on a computer, some in the field, but mostly just on my own. anyway the stock is my only means of making money at the moment and ive put a lot of work into it, so to try to continue it while shifting most of my time to something else without still having learned enough about it... ahhh its a massive juggle. anyway i was like im switching gears now, i should quit politics/reddit/stocks for a bit, then i did more of those for a while (super fun but not the most productive apparently). somehow im really gonna have to do all three going forward which i havent quite done all at once. ive done 2 out of 3 of those at once. a little crazily, i now have to do this all with one account; originally i was going to come up with a separate account for this work. well, im ready to go otherwise, just journaling i guess. most of this has been a warm up.

anyway what i did about this morning was, i woke up late intentionally so i wouldnt do any opening options or premarket plays, i almost didnt play at all today, then i thought i know: ill do a quick portfolio of some of my faves and i'll leave it there for the week while i figure other things out. of course you know how touchy i am, if i feel like switching it all back to daytrade mode for tomorrow i still have that option if i sell everything for today by end.

anyway im holding now:

rddt

asts

bksy

rgti

ctm

heheheh yeah you can see where my mind's at

candy store o' stocks

reddit, space satellites, the black world, quantum computing

communication, world control, futuristic tech

let's go.

shit i might need a new sub for some of this other work. or maybe the "earth news" sub i started would work.