Some Quantum computing stocks to watch and other market notes

 

 

Market Talk

 

The overall markets, while at all time highs, seem to be rolling along in range as the country gauges how things will change. Yes, things will change.  Regarding stocks, there is some positioning and sector rotations that may be happening to account for changing economic policies.  Like a coin spinning on a table, it may look like both heads and tails all at the same time. This will lead us into stock talk on an area capturing market interest : Quantum computing.

 

 Stock Talk

Today, let's start on a few sectors that are capturing a lot of market interest.  One sector that is usually thought of as a longer term futuristic area may be emerging with a few companies to put on watch list.  This area is Quantum computing.

Now a look into the technical aspects of quantum computing will show that this is a complex field to solve complex problems.  

 Quantum Computing Simplified:
Quantum computing uses the strange rules of quantum mechanics to process information in a completely new way. Instead of traditional bits (0s and 1s), it uses qubits, which can represent 0, 1, or both at the same time (a concept called superposition). This allows quantum computers to explore many possibilities at once, solving certain types of problems faster than classical computers. However, quantum computing is still in its early stages of development. There are significant challenges, such as maintaining stable qubits, reducing errors, and scaling up the technology, but its potential for breakthroughs involving new computational applications is enormous.

Some stock symbols to watch:

QUBT : Quantum Computing, Inc

QBTS : D-Wave Quantum Inc

RGTI : Rigetti Computing, Inc. 

ASPI : ASP Isotopes (ASPI) (see note below on silcon-28)

There will likely be much more to post on the above stocks. They are suddenly emerging quickly as stocks with potential in quantum computing space, each in their own unique niche. As a side note, just a few weeks ago, the above were in the penny stock niche.  They still are but have been surging higher.  For that reason, as far as taking a position, we stick with our motto to acknowledge risk- watch stocks with maybe "none" -just watch , or maybe inching into "some",  but  not "too much". As stock fundamentals go, the above should be considered "spec stocks" and treated accordingly.

Other stocks to watch:

Altria Group, Inc (MO)  : Good hold "some " stock and reinvest the over 7% divy.  don't smoke - buy some on dips.

Kinross Gold (KGC) : found a base and looks like a solid stock to own some on gold mining that has shown increasing earnings , gold prices, and even a decent dividend for a miner. 

Permian Resources (PR) : A change is coming in the US and nat gas valves will be reopened for business. It's a transition resource and a clean reliable energy source to power the national grid and to supply new LNG ports in America for exporting natural gas to the world.

MARA Holdings (MARA) : rising bitcoin has MARA moving.

 Others: RIOT, CLSK.  

Bitcoin miners may have their time in the sun for awhile, if the new government is more favorable to bitcoin and crypto in general.  Can you trust the government on such issues?  hmmmm?  But for now, bitcoin is "hot" and that favors the bitcoin miners balance sheets. 

ASP Isotopes (ASPI):  scroll back to see highlight on ASPI.  Will add that - ASPI is preparing to produce enriched silicon - 28 for use in advanced semiconductor applications including quantum computers.

...  Many others on watch ..

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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NVDA bell weather stock

 

 

 

Market Talk

There are changing market views happening all at once since the election .  In times of transition - positioning and sector rotations can cause more volatility than normal. In addition, there are geopolitical changes escalating in the Ukraine with Russia bringing in N. Korea troops and arms to the fight.  In turn, Biden gave the go ahead for our arms to be allowed to breech into Russia.  From a stronger dollar, to gold trading down to bitcoin rising are examples of changing sectors.  One thing to remember is how this all plays out can change all over again.

One stock, NVDA, with a 3.6 Trillion market cap reports tomorrow at the close.  The quarterly earnings along with updates on their newest Blackwell chips along with possible issues that may impact deliveries will be scrutinized by the analysts.   There have been NVDA share price upgrades by some analysts .  And some say depending on the guidance the NVDA share price could swing plus or minus 12%.

Well market watchers... prepare for NVDA to be a bell weather stock to watch tomorrow and some days to come.

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

A small cap stock popped yesterday - taking note and watching QUBT, "Pop" - spec stock.

 

 

Market Talk

The advent of artificial intelligence (AI) in computing has been thrust upon the world.  The pros and cons of exactly how it will play out for us mere humans is a bit uncertain.  However, AI is a useful tool that brings together many relevant sources to help answer queries in an interactive way that can be most helpful.  BUT it is NOT a foolproof way to consistently help derive final and accurate answers to queries made by us humans. In short, you just can't always trust what AI comes up with.    Several stocks involved with AI have flourished such as the leading chip maker, NVDA.

We have also pointed out that AI queries require much larger energy supplies to meet the needs. The big data center companies are planning connections to future Power supplies driven by nuclear power plants and Small Modular Reactors (SMR's) on the drawing boards.  

However, what is the next generation of computing power to drive such growing demand?  Could it be Quantum computing?

 

Stock Talk

We keep an eye on the market, but it can be hard to watch all the stocks.  Sometimes, a small company stock will "pop" and it suddenly grabs our attention.  and sometimes it's almost like a scam or a "Pump and dump" and sometimes, in a few rare cases, it's the start of something significant.  If you are venturing further in this post, please keep the above in mind because I am not sure exactly where this situation falls on the scale between pump and a real significant milestone for long term gain.

Quantum Computing Inc (QUBT) 

https://finance.yahoo.com/news/quantum-computing-inc-secures-first-133000500.html 

" HOBOKEN, N.J., Nov. 13, 2024 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), an innovative, integrated photonics and quantum optics technology company, today announced that the Company has secured its first order for its thin film lithium niobate (TFLN) photonic chip foundry. The order, placed by a prominent research and technology institute based in Asia, underscores the growing global demand for QCi's advanced fabrication technology of TFLN and its ability to produce high-performance photonic integrated circuits (PICs) and nanophotonic devices. This milestone highlights QCi's commitment to accelerating the widespread adoption of TFLN and positioning it as a vital component of the future telecom, datacom, and quantum landscape."

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Many times, after a "pop" you will see profit taking.

Sometimes, the pop represents something that could be a transition into something of impact.

In making a buy sell hold decision - the hard part can be in judging if it's too late or just a little late or actually early.

Semiconductors use electrons and "holes" to move and process bits of data in computers.

What if a company in the US has developed products to use and process elements of light called Photons ? and what if this company made a first sale to another entity?  The scarier question to an American is what if it was to an entity in Asia instead of a US company pursuing advancements?

Let's note what chat gpt has to offer on Quantum computing.

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(QPUs) In a quantum computer , QUBT's  photonic chips can create and manipulate quantum states using light making calculations more energy- efficient than traditional quantum systems that rely on superconducting circuits."

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Jones observation:  energy efficiency is the name of the game in AI processing. 

As a stock, QUBT merits watching .

BUT - we watch stocks here and also point out when one is more speculative . The view here is QUBT  is to be considered a "spec stock" with all the cautions and caveats that may apply. It was just noticed here as a "pop stock" - so do your own due diligence on QBUT.  Generally when it comes to " spec stocks"  the rule here is  a saying we use - from None to just some - and not too much, if any.

In summary - QUBT may be an interesting stock to watch from the sidelines or maybe with just a few shares to see how it plays out.  This is just a report on QUBT pop stock and  is NOT a buy / Sell recommendation.

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

As things change - Everything is relevant to everything else.. (watching Permian Rersources (PR)

 

 

Market Talk

Things are changing with the election results just fresh in the minds of traders and investors.  I ponder - What can I say today that may hold true tomorrow and the coming months?  

Well, I don't know except to pronounce a statement based on a market observation...

Everything is relevant on a scale to everything else.

Now just what do you mean Spider J Jones ????

   -- some readers plaintively remark...

So the answer may be what was relevant before the election may not be as relevant today and tomorrow - and vice versa.

 

Stock Talk

Let's look at an example and an attempt to prognosticate on a sector that could become more relevant than before the election.

 - Natural gas. 

One stock to watch is :  Permian Resources (PR)

PR is in the Permian basin of America and has grown their oil and gas resources significantly.  PR recently increased the dividend and is in a previously "cold" sector that can become a very "hot" sector.  If regulatory restrictions are lifted, it would be clear to any thinking or studied person that Natural Gas is viable energy source for Power Plants to supply electricity to the grid and for co-generation as well.  Natural Gas is much cleaner than coal and new fuel efficient turbines are making them even cleaner.  Nat gas turbines in many cases can be put on line at old power plants much faster and are more reliable than other alternatives.  Lifting of old restrictions could set up America to become an exporter of LNG in a large way.  The long term possibilities of PR gaining in share value are looking more and more "relevant" to this market observer.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Further Stock Talk on ASP Isotopes (ASPI), Bill Gates and TerraPower ... and more ...

 

 

Stock Talk

Recently, the market has been responding to the growing need for energy to support AI. Partnerships are forming and the notion of small modular reactors (SMR) are front and center.  In addition, using conventional nuclear facilities we see that ...

"Microsoft is involved with nuclear power in a few ways, including a deal to purchase all the power from the Three Mile Island nuclear plant and Amazon's purchase of a data center site near the Susquehanna nuclear power plant:

    Three Mile Island
    Microsoft has a long-term power purchase agreement with Three Mile Island that would power about 800,000 homes annually. Instead, Microsoft will use the power to run its data center infrastructure in the area. Ratepayers and the state won't be responsible for the costs to restart the plant. "

Now THAT is telling.  Microsoft see's such a huge need for power dedicated to their data center and AI applications and they are planning to reserve the power that could power nearly a MILLION homes ! But alas - It will take quite awhile to refurbish the useful part of the old three mile island facility. But, this is just the beginning of the story...

You know the old saying- follow the smart money?

Let's follow a trail of bread crumbs left by a pretty smart fellow - Bill Gates.

Last week, there was an announcement that an LLC called TerraPower co-founded by Bill Gates is planning a partnership with a company called ASP Isotopes (ASPI).

https://finance.yahoo.com/news/asp-isotopes-inc-enters-term-110000638.html 

The plan is for TerraPower to build a plant to use the ASPI laser process to create HALEU Uranium isotopes as fuel for nuclear reactors. A particular feature can extend the life of nuclear fuel and reduce waste.

TerraPower is developing a Small Modular Reactor (SMR)- or in this case it's called a Sodium-cooled Fast Reactor (SFR)-  design combining a liquid sodium coolant with a molten salt-based storage system. The prototype is called the Natrium reactor with output power of 345 - 500 megawatts planned for a location in Kemmerer, Wyoming to retire an aging coal plant.

  "WASHINGTON, Oct. 30, 2024 (GLOBE NEWSWIRE) -- ASP Isotopes Inc. NASDAQ: ASPI ("ASP Isotopes” or the “Company”), an advanced materials company dedicated to the development of technology and processes for the production of isotopes for use in multiple industries, today announced that it has entered into a term sheet with TerraPower, a nuclear innovation company and advanced nuclear energy developer, related to the construction of a uranium enrichment facility capable of producing High Assay Low-Enriched Uranium (HALEU) and the future supply of HALEU to TerraPower, as a customer of Quantum Leap Energy LLC (QLE)."

Note Quantum Leap Energy LLC is currently a wholly owned subsidiary of ASP Isotopes, Inc.

So, this partnership involves ASPI/ Quantum leap producing and selling enriched uranium to Terra Power in the planned facility at TerraPower's expense.

A query on Chat -gpt reports that ASPI spinning off the part of Quantum Leap that  produces High - Assay Low Enriched Uranium (HALEU), vital for SMRs is being considered.

But wait -  the story goes on... ASPI can also produce other important isotopes used in the medical field for such areas as imaging and advanced cancer treatments.  In addition  isotopes for creating advanced lasers , semiconductors and even futuristic quantum computers. Apparently , ASPI would focus on these and let the Quantum spinoff work the nuclear power sector.

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Other stocks on watch list:

MO - earnings beat,  stock up with a 7.6% dividend

KGC - Kinross Gold - earnings report on Nov 5, KGC pays a divy

IAG - no dividend, but - growth depends on costs vs Gold price

NVDA, AMD, INTC - watching..

PLTR,  at the close, beat earnings by 1 cent per share for an eps of ten cents.  (The market likes it in after hours but some short covering is going on.)

BBAI,  spec stock on AI  related contracts but it needs more $

more to come -- but hey -  stay tuned for more posts 

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Speculative Biotechs with questions to be answered (someday):

TERN - with an oral pill that brings on faster weight loss than the current leaders ?  stay tuned for subsequent data, in the meantime insiders are buying?

ONCY -  a Pelareorep IV that reportedly makes cancer tumors "hot"  and triggers T Fighter cells? long time coming, who knows?

ANVS - an alzhiemers and Parkinson's drug all in one?

and many more!

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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