Market Talk
Things change fast with roving, changing, adapting policy. I'll leave it to the reader to each make what they will out of it. One thing we should not be surprised on is a continued choppy market.
Stock Talk
D- Wave Quantum Inc (QBTS): In our last meeting here at the Jones report, QBTS was highlighted as a speculative stock to watch. Indeed, the market is already catching on to the massive computing power of their new Advantage2 quantum system with the processing of over 4,400 qubits and improved 20- way connectivity. This makes the quantum computing even better at solving dense optimization problems like logistics, diagnostics and network design - faster and with fewer total qubits.
Let's delve into a real-world problem today and examine a possible solution as to how the QBTS could be used to resolve a big and costly set of problems in over a $ TRILLION expenses to US taxpayers.
Recent reports have highlighted a significant issue with the new F-35 fighter aircraft being procured with Lockheed Martin. Although the F-35 has amazing VTOL and other capabilities, there is a complaint surfacing about the unreliability of onboard diagnostics (ODIN/ALIS) in identifying problems and fixes, from mixed and confusing readings from the many on-board sensors. It calls "wolf" all too often creating long down time situations. Those like Elon Musk have become critical of the entire program where huge taxpayer moneys have already been expended. Presented here is a possible F-35 solution - thanks to D-Wave Quantum that can potentially identify and correct the problem in minutes rather than otherwise hours, days, or even longer.
Suggested Solution to the F-35 problem: Use the D- Wave quantum computer by sending the massive diagnostics data from the onboard tools (ODIN/ALIS) to an Advantage2 system trained to accept such data, including the false indicators that would normally be considered a "garbage in - garbage out situation" with conventional computations. However, the D-Wave quantum annealing Advantage2 is uniquely engineered to process massive diagnostic datasets in parallel, rapidly identifying possible fault sources - including specific part numbers - based on historical patterns and sensor correlations.
Conclusion: In general, as military systems grow more complex, the need for rapid, intelligent diagnostics is becoming critical. In the F-35 diagnostic issue - indeed, some digging shows that Lockheed has already procured QBTS services -- possibly by leasing an Advantage2 system. If so, that relationship likely includes ongoing support, giving QBTS a steady revenue stream. Some, including Elon Musk and doge team have even floated the idea of scrapping the F-35 program altogether - DESPITE trillions already invested!
Does this make anybody THINK? If quantum systems like Advantage2 can help identify problems faster and reduce costly maintenance errors, QBTS may play a key role in saving the otherwise capable F-35 - as well as preventing future trillion-dollar mistakes. While the F-35 may have other issues being worked, it is safe to say that the Advantage2 is a backend super-tool that can help decision makers, engineers and maintainers get clearer answers faster - which can absolutely make a multi- trillion-dollar program run smoother and cheaper over time. That's where QBTS long-term value proposition lies.
In general - with trillion-dollar programs on the line even small efficiencies add up fast. So - what does this mean for QBTS share price value? With the careful note that QBTS remains in the "spec stock" category and thus makes it possibly a "some, not too much" stock here to watch. With THAT important caveat -- here is a speculative prediction on future share price:
Prediction: QBTS > $100.
If interested, scroll down on the previous post for a list of stocks on watch. Also, stay tuned because more reports on stocks moving into watch range with potentially big implications are on the drafting table.
Finally - maintain some dry powder and trade or invest according to your own due diligence.
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More later so ....Stay tuned, if you dare !
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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