Stock Talk
This morning, after a one day sell off of the Quantum Computing stocks, we see a bounce back starting in share price. Let's face it, unless you've been aware of the potential of the Quantum to solve problems faster and more energy efficient than legacy computers, many have missed the recent phenomenal run of the three Quantum stocks, QUBT, RGTI and QBTS highlighted here at the Jones report.
After a deep breath and profit taking - Perhaps the quantum stocks have further to move higher yet again as market awareness grows of the Quantum potential to ease the energy burden of AI. A sudden awareness that a data center that serves AI demand may not need an entire nuclear plant. Today's bounce back may be fomo by the rest of the market that missed the run along with swing traders buying back shares.
It seems that, for now, QUBT, QBTS and RGTI may be "in play" but some is a word we use here. As we watched yesterday, things can change fast in spec stocks that have high growth prospects - but have not yet attained earnings. That said, there is a growing sector of investors that are buying and trading up quantum stocks today. One may ask are these becoming "meme" stocks with the mass volume of us little people that drive the shorts nuts?
MO , Steady earnings and high dividend
KGC , Gold mining with steady earnings and a divy too
PR, Oil and Natural gas co in the Permian basin of America
KTOS
- starting to accumulate 5 or 10 shares in a dollar cost average
basis here and there may pay off as a growing defense contractor in
military drone systems and satellite communications. It seems an
important mission to produce drones that can accompany fighter jets in
mission critical tasks. Elon Musk on the doge team seems to think so.
One thing on KTOS - suggest not to go "all in " when a key insider sold
his half on some news.. But maybe accumulating 5 or ten shares, on
dips here and there while it floats in the 20's could be a good move in
the long of it. KTOS seems to be a potential growth stock in the area
of well-needed American defense to keep up.
If you dare ... Stay tuned and aware ....
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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