79lukasz

:)

[Shay Boloor @StockSavvyShay]

Everything You Need to Know About Quantum Computing in 2025 🧐

The rise of quantum computing signals a massive shift in the technological landscape, similar to the revolutionary ascent of AI. Unlike traditional binary systems, quantum computing harnesses the enigmatic power of qubits -- units capable of existing as 0, 1, or both simultaneously. This quantum parallelism represents not an incremental improvement but an entirely new paradigm of computational capability, enabling solutions to problems that classical systems cannot approach within human timescales. From materials science and cryptography to logistics optimization -- the applications are as vast as they are transformative.

At the forefront of this quantum revolution are companies like $IONQ, $RGTI, $GOOGL & $NVDA, each playing a unique role in bridging the gap between theoretical potential and practical application. IonQ, leveraging partnerships with $AMZN AWS, $MSFT Azure, and $GOOGL Cloud, is embedding quantum solutions into enterprise workflows. Rigetti is pioneering hybrid quantum-classical systems, integrating today’s computational needs with tomorrow’s quantum possibilities. NVIDIA, meanwhile, is quietly but decisively positioning itself as the linchpin of this ecosystem -- providing the infrastructure to scale quantum technologies globally.

The narrative surrounding quantum computing shifted dramatically with Google’s Willow project. Achieving critical progress in error correction -- a fundamental hurdle to scalability -- Google has accelerated expectations for practical quantum adoption. What was once dismissed as speculative is now projected to achieve widespread implementation within 3 to 5 years -- fueling a reevaluation of quantum's potential to reshape industries.

Quantum’s ability to tackle exponentially complex calculations is not just academic -- it’s poised to revolutionize AI. Modern AI systems rely on optimization and rapid data processing, and quantum algorithms could amplify these capabilities exponentially. By addressing multi-variable optimization problems at unprecedented speed, quantum computing is set to redefine the scalability and efficiency of AI applications -- creating a synergy that magnifies the transformative potential of both technologies.

Enter NVIDIA, now positioning itself as the backbone of the quantum computing revolution. At the heart of NVIDIA’s strategy is its CUDA Quantum platform, a seamless integration of quantum tools, simulators, and infrastructure. CUDA Quantum allows developers to simulate quantum algorithms on NVIDIA GPUs before deploying them to physical Quantum Processing Units (QPUs). This simulation layer is crucial, as real quantum hardware remains costly and nascent. By providing a virtual proving ground, NVIDIA transforms quantum development from speculative experimentation into precise, actionable innovation.

But NVIDIA’s influence doesn’t stop at hardware. Developers can access CUDA Quantum’s simulators on-demand while seamlessly integrating physical QPU hardware from industry leaders like IonQ & Rigetti. This democratization of quantum computing removes cost barriers, enabling enterprises to experiment, iterate, and innovate without the need to invest in dedicated quantum hardware. NVIDIA’s strategy mirrors its dominance in AI. Just as its GPUs became the backbone of AI model training and inference, CUDA Quantum is poised to play the same foundational role for quantum computing. NVIDIA’s platform isn’t just a toolkit -- it’s the bridge connecting quantum possibilities with practical applications.

That said, the road ahead for quantum computing is anything but smooth. The recent pull-forward rerating in the sector, sparked by breakthroughs like Google’s Willow project, has drastically accelerated timelines. Once perceived as decades away, quantum computing is now seen as a near-term reality, with adoption expected within 3 to 5 years. This dramatic shift has led to a surge in interest and valuation for quantum names, but it’s also setting the stage for extreme volatility.

2025 will likely bring wild swings for quantum computing stocks. With many of these companies still years away from profitability, their valuations are vulnerable to sentiment shifts. It’s not unreasonable to expect 50% haircuts on no material news as the market recalibrates its expectations. This isn’t a reason to shy away -- it’s a feature of investing in emerging technologies at the frontier of innovation.

Quantum computing is a decade-long thematic play. The near-term volatility for first movers is inevitable, but for investors with patience and conviction, these fluctuations are part of the journey. The potential for quantum computing to redefine industries, drive efficiencies, and unlock unprecedented opportunities makes it one of the most compelling long-term narratives in technology. Embrace the turbulence -- it’s the price of being early in a revolution.

[Lin @Speculator_io]

A List of Drone Stocks:

Military Drones
$RCAT Red Cat
$AVAV AeroVironment
$ESLT Elbit Systems
$DRSHF DroneShield
$KTOS Kratos

Commercial Drones
$UMAC Unusual Machines
$FLT Volatus Aerospace
$PAOTF Parrot

Drone Delivery
$AMZN Amazon

Industrial Aerospace and Defense
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$RTX Raytheon
$LHX L3Harris
$HO Thales
$LDO Leonardo
$TXT Textron
$EADSY Airbus

Urban Air Mobility
$ACHR Archer
$JOBY Joby
$EH EHang

Agriculture
$TRMB Trimble
$UAVS AgEagle
$DPRO Draganfly

Sensors
$HON Honeywell
$TDY Teledyne
$ZENA ZenaTech
$ONDS Ondas

[Lin @Speculator_io]

The era of AI Agents is coming:

1. Horizontal Agents:
$PLTR Palantir
$CRM Salesforce
$HUBS Hubspot
$INTU Intuit
$FIVN Five9
$MSFT Microsoft
$PATH UiPath
$NOW ServiceNow
$DDOG Datadog
$SNOW Snowflake
$GTLB Gitlab
$ABDE Adobe
$PANW Palo Alto Networks
$CRWD Crowstrike

2. Vertical Agents:
$TEM Tempus AI
$PCOR Procore
$TALK Talkspace
$PTC PTC
$ADSK AUTODESK
$U Unity
$ANSS Ansys

3. Consumer Agents:
$TSLA Tesla
$AAPL Apple
$Z Zillow
$LZ Legalzoom
$PTON Peloton
$HOOD Robinhood
$SOFI SoFi
$DUOL Duolingo
$INTU Intuit
$EXPE Expedia
$BKNG Booking
$SHOP Shopify
$AMZN Amazon
$GOOGL Alphabet
$META Meta
$ODD Oddity
$KVYO Klaviyo
$PYPL PayPal
$CART Instacart

[M. V. Cunha @mvcinvesting]

From micro, to small, mid, large and mega caps — Here are 25 stocks I'm watching for 2025, and WHY: 👇🏻🧵

1. $MELI

$MELI is IMO a no-brainer company to buy and hold for the next decades.

• Leading e-commerce and fintech platform in Latin America, offering a wide range of services from online shopping to digital payments, logistics, and advertising solutions
• Benefits from a strong network effect, with increasing consumer participation driving more merchants and vice versa, solidifying its dominant position in the region
• Its robust logistics infrastructure and payments ecosystem (Mercado Pago) enhance customer experience, increase transaction volume, and reduce friction in the buying process
• Mercado Ads, the company's advertising platform, is growing very rapidly, allowing brands to reach millions of consumers across $MELI's marketplace and boosting the company’s high-margin revenue streams
• $MELI's leadership in a rapidly evolving digital market, coupled with its scalability, gives it a competitive edge and positions it for continued expansion and profitability
• An important potential catalyst is the rebound of the Argentine economy, which has finally emerged from a severe recession

To be honest, there are very few companies in the world that have executed as well as $MELI over the past decade.

[Rishabh @Rixhabh__]

A college degree is expensive.

The internet is not.

10 websites to learn anything for free:↓

[Tulsi Soni @shedntcare_]

It is estimated that AI will replace about 85 million JOBS by 2025.

Are you just going to sit around and wait for everyone to get ahead of you?

One of the best opportunities for 2025 is to create your AI Influencer and monetize it. (I'll show you how)

[Manish Kumar Shah @manishkumar_dev]

Gmail has over 1.8 billion active users.

However, only a few know how to use Gmail effectively.

Here are 16 Gmail hacks that will save you hours of manual work:

[Himanshu Kumar @codewithimanshu]

Copy and Paste these ChatGPT prompts to finish hours of works in seconds:

Bookmark for later 🔖

[Space Investor @SpaceInvestor_D]

SPACE STOCKS

Only the cream of the crop:

Launch Providers $RKLB
Lunar Services $LUNR
Space Infrastructure $RDW
Communications $ASTS
Earth Observation $PL
Robotics $MDA
Space Batteries $KULR

🫡

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

As an early Christmas present from me...

Here's 10 stocks that I believe will make you a lot of money over the next 5 years 👇🧵

1. NuBank | $NU

Where else could I start?

This is my highest conviction play over the next 5 years as the macro conditions in Brazil stabilize.

ARPAC currently sits at $11 but this is heavily weighed down by the acquisition of new customers in Mexico and Colombia. This figure should be ~$25+ in 3-5 years with customer numbers likely growing at 15-20% YoY.

[Lin @Speculator_io]

Over the last few months, I compiled 20+ lists of stocks in leading sectors, including:

- Nuclear
- Quantum
- Software
- AI
- Robotics

Since then, many have gone up over 100%, some even 500%. And they should continue to do well.

So, here’s a mega thread with all of them: 🧵

[StockGuruHQ @StockGuruHQ]

5 Quantum Computing Names to Watch Entering 2025 👇

• $IONQ -- A leader in trapped-ion quantum computing, IonQ is delivering some of the industry’s most precise computations. The company is advancing applications in AI, pharmaceuticals, and cryptography, making it a major player in this emerging space.

• $GOOGL – Through its Google Quantum AI division, Alphabet is driving the quantum computing revolution with breakthroughs like achieving quantum supremacy and investments in fault-tolerant systems.

• $RGTI -- They're at the forefront of developing superconducting quantum processors, aiming to revolutionize machine learning, optimization problems, and material science. Its vertically integrated approach positions it as a key innovator in quantum technology.

• $HON -- Their Quantinuum division is combining industrial expertise with cutting-edge quantum computing applications, focusing on cybersecurity, chemical simulations, and enterprise-level solutions.

• $QUBT -- Specializing in quantum-ready solutions, Quantum Computing Inc. is making quantum computing accessible to industries like finance and logistics, focusing on hybrid systems that bridge classical and quantum capabilities.

[M. V. Cunha @mvcinvesting]

Mega thread with 15 founder-led companies I believe will perform exceptionally well over the next 5 years: 👇🏻🧵

1) $HIMS

Yes, everyone talks about Hims & Hers now. But I'm an early investor who bought shares in the low single digits, so my investment is definitely not driven by hype.

Here's a summary of my investment thesis:

• Cash-pay model that bypasses the need for insurance
• Provides high-quality, personalized, and affordable healthcare treatments (involved in the whole process)
• Positioned to benefit from many secular trends in the huge telehealth market
• Optionality to launch new categories and easily expand into new markets (several potential catalysts)
• Customer-centric approach that delivers a better experience than its peers
• Innovation stack combined with remarkable execution positions it for continued success
• Many years of customer data make some of its competitive advantages harder to replicate, particularly the personalization of dosages to improve outcomes and reduce side effects
• 2M+ subscribers growing 40%+ YoY
• Percentage of personalized subscribers increasing at an incredibly fast rate
• Improving retention rates, a critical factor in this sector
• Highly efficient distribution network, with thousands of affiliated pharmacies
• Investing in infrastructure to verticalize its supply chain
• Capex-light business model with impressive margins (75%+ gross margins, 15%+ FCF)
• Consistently surpassed analysts' estimates since inception
• Growing revenues by 65%+ this year, and likely to compound >20%/year over the next 5 years, with further operating leverage expected
• Trading at ~20x my 2025 FCF estimates
• No debt and an increasing cash pile, even while executing buybacks and reinvesting in growth and optimization
• Founder & CEO is the largest shareholder of the company

[Shay Boloor @StockSavvyShay]

Ranking my growth portfolio holdings by valuation on 2025 fundamentals -- from most expensive to cheapest 🧐

18. $IONQ
17. $TSLA
16. $RKLB
15. $PLTR
14. $AXON
13. $NET
12. $TTD
11. $CRWD
10. $ASML
9. $GLBE
8. $MDB
7. $AMZN
6. $U
5. $SNOW
4. $DOCN
3. $MELI
2. $TMDX
1. $JMIA

[Lin @Speculator_io]

A List of AI Infrastructure Stocks:

Semiconductors
$NVDA Nvidia
$AVGO Broadcom
$MRVL Marvell Technology
$INTC Intel
$AMD AMD
$TSM TSMC
$CLS Celestica

Cloud Service Providers
$AMZN Amazon
$MSFT Microsoft
$GOOGL Alphabet
$ORCL Oracle
$NOW ServiceNow
$BABA Alibaba Cloud
$IBM IBM

Servers
$SMCI Super Micro
$DELL Dell
$VRT Vertiv Holdings
$HPE HPE

Networking
$CSCO Cisco Systems
$ANET Arista Networks
$FFIV F5 Networks
$JNPR Juniper Networks
$CIEN Ciena
$EXTR Extreme Networks
$CRDO Credo Technology

Cloud and Data Services
$INOD Innodata
$INFN Infinera
$PLTR Palantir
$GTLB GitLab
$ESTC Elastic
$DDOG Datadog
$CFLT Confluent
$DOCN DigitalOcean
$SNOW Snowflake
$MDB MongoDB

Nuclear Energy
$SMR NuScale
$NNE Nano Nuclear
$BWXT BWX Tech
$OKLO Oklo
Rolls Royce

Energy and Utilities
$VST Vistra
$GEV GE Vernova
$CEG Constellation Energy
$ETR Entergy
$TLN Energy
$PEG PSEG
PNW Pinnacle West
NEE NextEra Energy
SRE Sempra Energy
SO Southern Company
D Dominion Energy
WEC WEC Energy Group
DUK Duke Energy

Data
$META Meta
$RDDT Reddit

Data Centers
$IREN Iris Energy
$CORZ Core Scientific
EQIX Equinix
GDS GDS Holdings
AMT American Tower
VNET VNET Group

Engineering and Construction
$PWR Quanta

[Shay Boloor @StockSavvyShay]

Here's my updated plan for managing my growth portfolio as we enter 2025 🧐

Active DCA Plan
• $AMZN
• $TMDX
• $ASML
• $SNOW
• $MDB

Active Watchlist
• $ALAB
• $ASTS
• $ARM
• $RDDT
• $ISRG
• $HOOD
• $INTC
• $AMD
• $CCJ
• $COIN

[Shay Boloor @StockSavvyShay]

The Top Five Companies on My 2025 Radar 🧐

1. $ASTS | AST SpaceMobile

Bridging the Connectivity Divide

In a world defined by digital interactions, where seamless communication is the lifeblood of progress, billions remain stranded in the void of unreliable access. Enter AST SpaceMobile, a company rewriting the rules of global connectivity. Positioned as the sole pioneer of a space-based cellular broadband network, ASTS aims to obliterate the barriers of geography with its revolutionary BlueWalker satellites, delivering 4G and 5G signals straight to smartphones -- no terrestrial infrastructure required.

Bears may point to the daunting challenges of satellite deployment or the eye-watering capital costs, but the company’s strategic alliances with heavyweights like $T and Vodafone signal confidence in its vision. With commercial service on the horizon for 2025, ASTS doesn’t just offer a solution it promises a paradigm shift in universal connectivity.

[Cole Grinde @GrindeOptions]

This is purely my own opinion but I strongly believe that:

1. $TSLA is the greatest stock to own.

2. $SOFI is the best financial stock to own.

3. $HOOD is the best brokerage to own.

4. $PLTR is the best AI stock to own.

5. $COST is the best grocery stock to own.

6. $TXRH is the best restaurant stock to own.

7. $CLSK is the best Bitcoin mining stock to own.

8. $VOO is the best S&P 500 ETF to own.

9. $ABNB is the best real estate stock to own.

10. $RKLB is the best space stock to own.

What did I miss?

[M. V. Cunha @mvcinvesting]

Founder-led companies tend to outperform the S&P 500 by a significant margin.

Here are 50 (!!!) stocks that fit this description: 👇🏻🧵

$HITI
$HIMS
$RKLB
$REAX
$GRAB
$TMDX
$HOOD
$MELI
$NU
$REGN
$UUUU
$LGCY
$GAMB
$EXEL
$LIF
$SEZL
$S
$HROW
$MNDY
$ZS
$ADYEN
$ABNB
$CRWD
$SHOP
$CRM
$APP
$DDOG
$TTD
$SPOT
$ALVO
$RDDT
$FTNT
$ML
$PATH
$PL
$INDI
$NVTS
$LMND
$ROOT
$ASTS
$IREN
$PAYC
$AXON
$CPNG
$IHS
$DUOL
$GMAB
$RELY
$VIST
$ALAB

*Note: While being founder-led can be a positive indicator, it alone doesn’t guarantee a company's success. This is simply a list of companies to explore further — be sure to conduct thorough research and consider all relevant factors before making any decisions.