$Bitfarms (BITF.US)$
Majority of their catalysts is coming next year and 2027, as they have move back their timeline to build infrastructure specifically for Nvidia’s Vera Rubin architecture, which is non-compatible to Blackwell.
Washington is their earliest site to be completed (2026 - conversion from mining), and have chance to be cloud strategy where they own the GPUs (Blackwell in this case), rather than collocation.
So if you are looking for short term price appreciation, you better hope the...
Majority of their catalysts is coming next year and 2027, as they have move back their timeline to build infrastructure specifically for Nvidia’s Vera Rubin architecture, which is non-compatible to Blackwell.
Washington is their earliest site to be completed (2026 - conversion from mining), and have chance to be cloud strategy where they own the GPUs (Blackwell in this case), rather than collocation.
So if you are looking for short term price appreciation, you better hope the...
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The Speculator
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$Bitfarms (BITF.US)$
This one needs patience. They have the liquidity and management to outperform next year, unless AI CAPEX pops.
This one needs patience. They have the liquidity and management to outperform next year, unless AI CAPEX pops.
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$Rigetti Computing (RGTI.US)$ earning up or down vote
The Speculator
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$Rigetti Computing (RGTI.US)$
1 year ago, this was a sub $2 stock. After ATM, obviously the company value increase, but what’s stopping it to go back to single digit? If you can’t explain why this company deserve such a premium other than it’s quantum computing, you probably didn’t research enough.
Manage your risk properly by position sizing or hedging. This stock already made many multi millionaires, ship has long sailed.
1 year ago, this was a sub $2 stock. After ATM, obviously the company value increase, but what’s stopping it to go back to single digit? If you can’t explain why this company deserve such a premium other than it’s quantum computing, you probably didn’t research enough.
Manage your risk properly by position sizing or hedging. This stock already made many multi millionaires, ship has long sailed.
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The Speculator
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$Rigetti Computing (RGTI.US)$ I took out a $100k loan and bought at $50. What should I do now???
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The Speculator
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$Rigetti Computing (RGTI.US)$
I’ll just warn those who think this is a good long term investment, valuation matters. Quantum is good for momentum traders, but if you think a company valued at >$10B with less than $10 million annual revenue is sustainable, you better hope for high growth. But this company don’t even have that, $IonQ Inc (IONQ.US)$ growth is mainly due to inorganic (acquisition based), so quantum computing industry is still very early stage.
If you have small investment in this, hop...
I’ll just warn those who think this is a good long term investment, valuation matters. Quantum is good for momentum traders, but if you think a company valued at >$10B with less than $10 million annual revenue is sustainable, you better hope for high growth. But this company don’t even have that, $IonQ Inc (IONQ.US)$ growth is mainly due to inorganic (acquisition based), so quantum computing industry is still very early stage.
If you have small investment in this, hop...
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The Speculator
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$Galaxy Digital (GLXY.US)$
Should reverse when market open
Should reverse when market open
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$Rigetti Computing (RGTI.US)$ The final enticement before the earnings report; the higher it rises before the report, the harder it will fall.
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$SharpLink Gaming (SBET.US)$ Although the current stock price is discouraging, the latest news reveals that the management team is not being negligent but is actively promoting the on-chain ecosystem. However, I hope their new team can effectively carry out marketing...
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