Quantinuum is dubbed the NVIDIA of the quantum computing world


It went public yesterday on NASDAQ
It’s currently $60 per share, with a market cap of $15.6 billion
I looked at McKinsey’s latest quantum technology monitoring report
It mentions that AI will accelerate the development of quantum technology
By 2035, there will be companies in the quantum track with trillion-dollar market values
Quantum computing will create social value worth tens of trillions of dollars
Quantum computing will take over from AI and become the next wave of cycle-based growth
That’s basically the main conclusions
But in the short term, there’s still not much going on
We’re still at the stage of drawing big promises and burning money to build the technology
Quantinuum’s revenue last year
Excluding unfulfilled orders, it was only $30.9 million
And it’s not profitable—last year it lost more than $100 million
But now its price-to-sales ratio has already reached over 900 times
I think the market is greatly overhyping its potential right now
Let’s wait and see—when the value for money is high, then we’ll bet
In other words, around $4 billion, hoping to have the chance to get in
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