$IONQ

- Revenue: $7.6M, flat YoY

- Net Loss: $32.3M vs $39.6M in Q1 2024

- Cash & Equivalents: $697.1M as of Mar 31, 2025

CEO Niccolo de Masi: "We’re delivering real-world value for our customers today, including a recent demonstration of a 12% speed improvement over classical computing in a simulation of a heart pump using quantum processed data and a production product by our partner Ansys."

🌱Revenue & Growth

- Revenue: $7.6M, +0% YoY

- Bookings: Not disclosed for Q1 2025

- Potential market size for energy grid applications: $50B-$100B

- Potential market size for drug discovery: $40B-$80B

- Potential market size for simulation analysis: $10B-$20B

💰Profits & Health

- Net Loss: $32.3M vs $39.6M in Q1 2024

- Adjusted EBITDA Loss: $35.8M vs $27.0M in Q1 2024

- Cash, Cash Equivalents, Investments: $697.1M

- Gross Margin: Not disclosed

- Operating Margin: Not disclosed

📌Business Highlights

- Signed $22M deal with EPB for Forte Enterprise system

- Closed acquisition of ID Quantique, Apr 2025

- Pending acquisitions of Lightsynq and Capella, May 2025

- Selected for DARPA Quantum Benchmarking Initiative

- Demonstrated 12% speed improvement with Ansys at NVIDIA GTC

🔮Future Outlook

- Full-year revenue guidance: $75M-$95M

- Q2 revenue guidance: $16M-$18M

- Accelerate systems to 10,000s-1,000,000s of qubits

- Expand quantum networking with Lightsynq and Capella

- Develop quantum internet with repeaters over 100km

$IONQ

🔍 What to Watch Next

Above 32 → opens room to:

36.33 (0.5 fib)

40.68 (0.618)

46.88 (0.786)

A minor pullback to the 28–30 zone could offer a great entry if it forms a higher low.

Bullish Trigger Setup

Retest and hold of that 30–31 zone = ideal long entry with stop just below trendline.

Volume spike on continuation = confirmation for targeting 36/41 next.

Ideas?

https://www.trading212.com/pt/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9

Yes, no AAPL, MSFT, ASML or TSMC intentionally. NVIDIA, Google and Amazon bolstered by secondary positions in ETPs. Includes potential Chinese leaders as well (some are not available for trade on European brokers unfortunately because there would be more to add). Share your thoughts.

$NVDA (-0.92%)
$AMZN (-0.11%)
$GOOGL (-1.11%)
$AVGO (-0.36%)
$QCOM (-0.02%)
$ARM (-0.77%)
$AMD (+0.58%)
$BABA (-0.36%)
$BIDU (-1.22%)
$TCEHY (-1.75%)
$PLTR (-3.21%)
$IONQ
$NVDI
$GOOI
$AMZI
$ASML (-0.27%)
$MSFT (-0.46%)
$AAPL (+0.11%)
$TSM (+1.15%)

• $IONQ -- The leader in precision quantum computing, leveraging trapped-ion technology to deliver scalable, high-fidelity systems. IonQ is solving real-world problems today, enabling $AMZN & $MSFT to tackle challenges in logistics, AI & materials science.

• $NVDA (-0.92%) -- A cornerstone of quantum innovation, NVIDIA’s CUDA Quantum platform enables developers to simulate quantum algorithms on GPUs, bridging the gap between quantum theory & real-world adoption across industries.

• $RGTI -- Focused on superconducting qubits, Rigetti aims to compete with industry leaders but faces challenges in scalability & reliability. Its Ankaa-3 system shows promise, but the company must resolve critical issues to stay competitive.

• $QBTS (+5.98%) -- Specializing in quantum annealing, D-Wave excels at solving optimization problems but lacks the broader capabilities of general-purpose quantum systems. Despite decades in the field, its commercial viability remains limited.

• $ARQQ -- A leader in quantum-safe encryption, Arqit’s QuantumCloud delivers practical solutions for protecting sensitive data from quantum-based threats, making it a cornerstone of cybersecurity innovation.

• $GOOGL (-1.11%) -- Google Quantum AI, powered by its Willow processor, is advancing superconducting systems to achieve quantum supremacy & drive breakthroughs in materials simulation & AI optimization.

• $IBM (-2.62%) -- Empowering enterprises with accessible quantum systems via its Qiskit platform & cloud-based hardware. IBM is focused on scaling fault-tolerant systems, delivering practical tools today while advancing toward cutting-edge processors like Eagle & Condor.

• $HON (-1.06%) -- Leveraging trapped-ion technology, Honeywell delivers unmatched precision for real-world applications in aerospace & logistics. Its partnership with Cambridge Quantum positions it as a leader in enterprise quantum solutions.

Hello!

In times like these, it seems interesting to me to talk about the best choices, those that make us reach for our grandma's savings account to buy and take advantage. What are your 5 best stocks right now? These are my choices:$IONQ
$MU (-0.13%)
$CLSK (+4.84%)
$QBTS (+5.98%)
$AMD (+0.58%)

$IONQ

- Revenue: $43.1M, +95% YoY

- Net Loss: $331.6M vs $157.8M loss in 2023

- Full year bookings: $95.6M, exceeded guidance of $75M-$95M

Peter Chapman, Executive Chair: "We had IonQ's best year yet in 2024, exceeding the high ends of both our bookings and revenue guidance ranges and making truly significant technical strides." "McKinsey expects the quantum networking industry to be worth $10-15 billion per year within the next decade."

🌱Revenue & Growth

- Q4 Revenue: $11.7M vs $6.1M in Q4 2023

- Full Year Revenue: $43.1M vs $22.0M in 2023

- Q4 Bookings: $22.7M

- Cash and investments: $363.8M as of Dec 31, 2024

💰Profits & Financials

- Q4 Net Loss: $202.0M

- Q4 Adjusted EBITDA Loss: $32.8M

- Full Year Adjusted EBITDA Loss: $107.2M

- Operating Loss: $232.5M vs $157.8M in 2023

📌Business Highlights

- Announced acquisition of majority stake in ID Quantique

- Delivered first IonQ Forte Enterprise system in Europe at uptownBasel, Switzerland

- Signed $21.1M project with Air Force Research Lab for quantum networking

🔮Future Outlook

- FY2025 Revenue guidance: $75M-$95M

- Q1 2025 Revenue guidance: $7M-$8M

- FY2025 Adjusted EBITDA loss expected at $120M

- Launched at-the-market equity offering program up to $500M

In November, I finally had the necessary income to afford higher-risk investments.

Until then, I only had index funds tracking the MSCI World or Emerging Markets. So I came up with the idea of looking for the next technology that could explode like #ai companies did.

It occurred to me to look for #quantum companies since it was a technology I had been following for many years.

I found the following:

• $RGTI 1º: 2,75 -> AVG: 8,36
• $QBTS (+5.98%) 1º: 3,11 -> AVG: 6,14
• $IONQ 1º: 30,77 -> AVG: 32,43
• $QUBT 1º: 6,80 -> AVG: 11,539

Seeing their prices starting to rise, I decided to buy a reasonable amount of shares.

Little did I know that days later, $GOOG would present its quantum chip, causing a #pumpstock of my shares, tripling their value on average.

Unfortunately, I continued buying during the rise, which increased my average price. The price then fell when the CEO of $NVDA (-0.92%) commented that quantum computing was still two decades away from being relevant. Luckily, I took advantage of the dip and bought more shares. Today, I am back in profit.

I have learned that it is not advisable to buy during such vertical rises and it is always better to wait for a correction. My goal is to hold these investments for the long term (3-5 years), if all goes well. However, I will keep a close eye on them to make sure none of them go bankrupt prematurely