Economy Stocks thread v28: in loving memory of Rob Mafia and Brackis1

[HOLA]

URI hits $1,000 today! My average cost per-share is $382.78. iirc the lowest I got in was $245 in 2022.

 

[Revolver]

Monster last two days for $AMD.

 

[Rob Battisti]

Excited CLSK just in time for a 20% pump. Nice.

 

[Voodoo_Child906]

I asked ChatGPT to analyze the popular Quantum Stocks:

-----------------------------------------------------------------------------------------------------​

Valuation Alignment​

Risk / Reward Balance​

Company	Upside Potential	Downside Risk	Key Sensitivity
RGTI	Moderate	High	Revenue scaling + dilution
IONQ	Strong	Moderate	Execution speed + partnerships
QBTS	Moderate	Moderate	Customer retention + adoption
QUBT	Low	Very High	Tech validation + revenue proof
Infleqtion	High	Moderate	SPAC closure + contract conversion

---

Summary​

• Most over-valued vs fundamentals: RGTI, QUBT
• Most balanced risk/reward: Infleqtion, QBTS
• Most established: IONQ (but also highly priced)
• Most optionality (asymmetric upside): Infleqtion — priced for base case, but potentially 5–6× upside if it hits $400 M in revenue

---------------------------------------------------------------------------------------------------------------------------

RGTI is my largest position by far and the returns since April and May have been life changing. The risk/reward doesn't make sense for me anymore so I'm going to move on to different companies in the quantum sphere.

I didn't think RGTI could go much higher but it proved me wrong again, I think it was just under $40 when I posted the above and now it's $47. Infleqtion (CCCX) is now $24.5, and it was $14.50 at the time.
Trump should push valuations even higher:

Reports: White House Prepares Executive Actions on Quantum Tech and Post-Quantum Cybersecurity​

https://thequantuminsider.com/2025/...-quantum-tech-and-post-quantum-cybersecurity/

Trumps PQC Push Could Boost IBM, Google, NVIDIA & Quantum Pure Plays​

https://finance.yahoo.com/news/trumps-pqc-push-could-boost-190000568.html

Nextgov, in this regard, reported that the White House is drafting up to three executive orders focused on quantum information sciences and the migration to post-quantum cryptography (PQC). Quantum Insider noted that these actions would extend the momentum from the 2018 NQIA, which expired in 2023, thereby setting migration timelines for agencies and contractors.

 

[lifelessheap]

Guess they realize TSLA will beat them out

They will

Try driving an EV by hyundai or gm, then try a tesla, they will dominate because they understand the concept of a software defined vehicle better than anyone, and contrary to the opinion that others are catching up, tesla is expanding its lead in tech everyday, these legacy automakers don’t know how to run software companies no matter how many engineers they throw at the issue.

TSLA will win the robotaxi war. Because they are a software company that makes cars. They have a massive fleet feeding them data everyday 24/7.

They have AI that is learning from the fleet out in the real world.

Legacy auto can barely get infotainment software right

 

[Rob Battisti]

TSLA will win the robotaxi war. Because they are a software company that makes cars. They have a massive fleet feeding them data everyday 24/7.

They have AI that is learning from the fleet out in the real world.

Legacy auto can barely get infotainment software right

They also are the only manufacturer in this space that is serious.

 

[lifelessheap]

They also are the only manufacturer in this space that is serious.

Bro, sodium batteries will be a thing. They are already here... in China. Elon doesn't want anyone to own a car. You summon a Tesla. All trucking autonomous. The frightening control this could give bad actors is
.. gross

AI requires power what are your thoughts on OKLO? I almost bought in January
.

 

[lifelessheap]

Fuck. OKLO popped for almost 9% today. Almost 600% YTD.

 

[Pittie Petey]

Bro, sodium batteries will be a thing.

Maybe we can finally harness the power of all them salty ass internet tears, I wonder if thats the real reason why Leon bought Twitter


Teslas over here like

 

[HOLA]

Fuck. OKLO popped for almost 9% today. Almost 600% YTD.

Last I did a deeper dive into them, which wasn't all that long ago, only a few weeks - so It's probably unlikely anything significant has changed - their entire value basically rests on a concept for something which doesn't exist. They have never even really demonstrated that they can actually bring it into existence.

They have concepts of a plan, basically. No product. No prototype. That don't have anything to show, but they've got a $20 billion market cap? That seems outrageous.

 

[Michaelangelo]

Trump fucking shit up again

Can’t have nice things for long

 

[Gas121]

Woah baby. What a beautiful day this was. Trump is back to old antics, you cannot change the spots on a leopard!

 

[Michaelangelo]

I guess a good time to buy some leveraged QQQ shares

 

[Gas121]

Looks like many would have been liquidated on the crypto dip there. Could get real fun if it tanks further considering how many are jacked to the tits on leverage.

Would hate to be on margin right now, yikes!!

 

[Stoic1]

Logging on and seeing the days loss of $24k in one account...

pffffawwkkkkkk.

 

[Revolver]

Nothing to see here. Probably no insider trading at all.

 

[Rob Battisti]

Nothing to see here. Probably no insider trading at all.

Barron for sure

 

[Rob Battisti]

Barron for sure

To be completely honest, this should be trackable. If this goes back to anyone in the Trump circle, it should be immediate imprisonment.

 

[HOLA]

Trump fucking shit up again

Can’t have nice things for long

TACO Trump has returned:

 

[Mr Holmes]

TACO Trump has returned:

What a shit show.