If You Missed Palantir or Nvidia. This is Far Bigger.
Felix & Friends (Goat Academy)
0:00 / 0:00
If You Missed Palantir or Nvidia. This is Far Bigger.
430 412 просмотров · 2 недели назад
Felix & Friends (Goat Academy)
739 тыс. подписчиков
430 412 просмотров · 2 недели назад
💡 First & Only LIVE Training on ‘When to Sell in 2026’. Get your free seat at https://whentosell.org
👉 Get your free research report at https://felixfriends.org/quantum
🐶Get your 30 day free trial to the Winston Stock App & lock in the Founders Tier at: https://gogetwinston.com/
Quantum computing stocks to watch in 2026 just lived through the strongest three-month news cycle the sector has ever seen. Learn how to invest in quantum computing using a three-tier strategy built around risk and revenue.
Google CEO said quantum is where AI was five years ago, a major inflection point
Oracle physically installed a Continuum Helios quantum computer inside a cloud data center
The Helios machine draws just 60 kilowatts versus 16,000 to 39,000 for a leading supercomputer
The US government invested $2 billion in nine quantum companies and took equity stakes
Government used the same playbook it applied to chips and rare earths
IonQ (IONQ) reported revenue up 287% year over year and beat estimates by 40%
IonQ holds a nearly $500 million order backlog and $80 million quarterly revenue
IBM received $1 billion from the government and committed $1 billion of its own
IBM is building a 300mm quantum wafer factory in Albany, New York
IBM acquired HRL, a lab that hit a 0.02% error rate using spin qubits
Spin qubits are made on standard semiconductor equipment, opening factory-scale production
Honeywell (HON) holds a majority stake in Quantinuum, the firm Oracle just installed
Google (GOOGL) built the Willow chip that started the quantum cycle
Rigetti (RGTI) owns its own fab and picked up $100 million from the government
Rigetti stock has not broken the $20 level Felix set as his entry point
Infleqtion received $100 million and runs a quantum sensing business with defense customers
Xanadu (XNDU) is a photonic pure play that listed in March 2025, revenue quadrupled
D-Wave (QBTS) is demoted after gaining just 2% during the best news cycle ever
The quantum computing market is forecast to reach $850 billion, roughly 30% annual growth
The sector follows an adoption curve and currently rests in the post-hype trough
👤 Meet Felix Prehn: I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together!
⚖️This is from my lovely lawyers: The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.
Timestamps:
00:00 Intro
00:35 The Fourth Stock That Never Broke $20
00:58 Why Quantum Is Not Sci-Fi Nonsense
01:17 Governments And Cloud Giants Write The Checks
01:30 Best Three Months In Quantum History
02:15 Great News, Yet Share Prices Barely Moved
02:53 What Video Covers: Three Picks, One Drop
03:36 Last Summer's Picks And Morgan Stanley 100x
04:14 The 70% Crash After The Huge Gains
04:59 The Real Problem: Knowing When To Sell
05:30 Wall Street's 50-Year Selling Rulebook
06:30 Google CEO: Quantum Is Where AI Was
07:10 The Willow Chip Started The Cycle
07:42 Oracle Installs Helios Quantum In Cloud
08:33 Helios Draws 60kW Versus 39,000kW
09:38 US Government Buys $2 Billion In Stakes
10:28 IonQ (IONQ) Finally Starts Making Money
19:00 Adoption Curve: Mania, Crash, Real Build
20:00 New Approach: Three Investment Tiers
20:19 Tier One: IBM Picks And Shovels
20:40 IBM Builds 300mm Wafer Factory In Albany
21:00 IBM Buys HRL For Spin Qubit Tech
22:20 Google (GOOGL) And The Willow Chip
23:07 Honeywell (HON) Owns Quantinuum Majority Stake
24:04 Tier Two: IonQ $80M Quarterly Revenue
24:48 IonQ Buys Skywater Chip Foundry
25:15 Rigetti (RGTI) Owns Fab, Waits For $20
26:19 Tier Three: The 2026 Lottery Tickets
26:42 Infleqtion Neutral Atoms And Defense Sales
27:04 Xanadu (XNDU) Photonic Pure Play
27:43 D-Wave (QBTS) Dropped From The List
28:22 First Rule: Know When To Sell
28:53 Outro
#felixprehn #quantumcomputing #quantumstocks #investing #stockmarket