• $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 (-7,25%) -- 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 (-10,59%) -- 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 (-2,74%) -- Google Quantum AI, powered by its Willow processor, is advancing superconducting systems to achieve quantum supremacy & drive breakthroughs in materials simulation & AI optimization.

• $IBM (-5,4%) -- 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 (-6,95%) -- 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.

$RGTI

- Revenue: $2.3M, -33% YoY

- Net loss: $153.0M vs $12.6M in Q4 2023

- Cash position: $217.2M as of December 31, 2024

CEO Dr. Subodh Kulkarni: "We believe that superconducting qubits are the winning modality for quantum computers given their fast gate speeds and scalability. We've developed critical IP to scale our systems and remain confident in our plans to scale to 100+ qubits by the end of the year."

🌱Revenue & Growth

- Q4 Revenue: $2.3M vs $3.4M in Q4 2023 (-33% YoY)

- Full-year 2024 revenue: $10.8M vs $12.0M in 2023 (-10% YoY)

- Sold a Novera QPU to Montana State University in December 2024

- Released 84-qubit Ankaa-3 system in December 2024

💰Profits & Financials

- Q4 Operating loss: $18.5M vs $17.2M in Q4 2023

- Full-year operating loss: $68.5M vs $72.3M in 2023

- Q4 Operating expenses: $19.5M vs $19.7M in Q4 2023

- Raised $153.3M from equity offerings in Q4 2024

- Prepaid all remaining amounts owed to Trinity Capital

📌Business Highlights

- New strategic collaboration with Quanta Computer with $100M+ commitment from each side over 5 years

- Quanta will invest $35M to purchase Rigetti common stock (pending regulatory clearance)

- Launched 84-qubit Ankaa-3 system with 99.0% median iSWAP gate fidelity

- Successfully automated QPU calibration using AI-powered tools

- Research demonstrating optical reading technique published in Nature Physics

🔮Future Outlook

- Plans to scale to 100+ qubits by end of 2025

- Targeting 2x reduction in error rates from end-of-2024 levels

- Partnership with Quanta designed to accelerate development and commercialization

- Focus on complementary strengths with Quanta to develop quantum computing technologies

- Emphasis on modular approach to continue enabling partner integrations

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 (-10,59%) 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 (-7,25%) 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

$RGTI Rigetti Computing Launches 84-Qubit Ankaa™-3 System; Achieves 99.5% Median Two-Qubit Gate Fidelity Milestone