Danny

[IPYS @IPYS]

🚨 #ALERTA | Fiscal cambia de criterio e imputa presunto soborno al periodista Gustavo Gorriti por sus relaciones con fuentes informativas.
​Desde #IPYS advertimos que penalizar la relación con las fuentes atenta gravemente contra el ejercicio del periodismo de investigación.
👉https://t.co/041CXwVYU4

[La República @larepublica_pe]

¡No te la pierdas! ✍️La genialidad de Carlín sobre los últimos sucesos en el Congreso.

👀 Mira esta y todas las caricaturas de la semana en nuestro especial: https://t.co/ZJyFZDMKaz

[Antonio Linares @alc2022]

$HIMS revenue is growing exponentially, while the stock trades below 2 times sales.

[The Kobeissi Letter @KobeissiLetter]

To everyone calling for World War 3:

This is NOT a futures open that is anywhere near WW3.

In fact, oil prices have already erased nearly half of their opening gap higher and the S&P 500 is down less than 1%.

Gold is up a mere 2% and Bitcoin is now positive on the day.

Don’t panic. The dust will settle.

[Common Sense Investor (CSI) @commonsenseplay]

EVERYONE MUST READ THIS!

$IonQ keeps saying they’ll “wipe the floor with NVIDIA by 2027.” and "they are a 20x or 30x bagger" yes they used those words!

If that’s true… why did their entire senior leadership team spend the past year dumping their shares and heading for the exits?

Here are the facts:

1. Peter Chapman - Executive Chair (and former CEO for the last 6 years)
- Sold $306M+ of stock
- Stepped down Aug 2025

2. Thomas Kramer - CFO and COO (for the last 4 years)
- Sold $20M+
- Announced departure Sept 2025

3. Rima Alameddine - Chief Revenue Officer (for the last 3 years)
- Sold $13M+
- Exited Nov 2025 (just last week)

Together these three unloaded over $339M worth of stock in less than 12 months - effectively cashing out their entire positions - while IonQ posted more than $1.2B in losses in 2025 alone!

If the company is truly on track to “crush NVIDIA by 2027”…

Why did the CEO, CFO/COO, and CRO all sell everything and walk away?

This doesn’t look like insider confidence.

It looks like insiders getting out before the sh*t hits the fan!

EVEN THEIR CURRENT CEO NICCOLO DE MASI SOLD $104MILLION (80%) OF HIS SHARES 3 MONTHS INTO HIS ROLE!

You don't know more about IONQ than their own CEO, CFO, COO, CRO AND CHAIR OF THE BOARD!!

[Common Sense Investor (CSI) @commonsenseplay]

Breaking: $IONQ's Thomas Kramer (CFO who just left) filed to sell:

- 1,400,000 shares of common stock
- Approx. market value: ~$7Million!

Entire leadership team is running for the door selling all their shares while they can!

Half a billion in insider sales over the last year, explains the under performance of IONQ versus other quantum stocks today.

TRULY SHOCKING!

[Common Sense Investor (CSI) @commonsenseplay]

The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission.

It cannot be a coincidence that they lead with 48 logical qubits.

Zero from $IONQ, $RGTI, $QBTS, $CHAC. "But... but... their roadmap says they will have more!"

Anyone can publish a roadmap. Delivering on it is the hard part.

[Common Sense Investor (CSI) @commonsenseplay]

Garbage.

$RGTI

[Common Sense Investor (CSI) @commonsenseplay]

Tomorrow could be a bloodbath for the 4 public Quantum pure plays!
$IONQ $RGTI $QBTS $QUBT

The continued drawdown today in $BTC may act as a catalyst for a broader risk-asset correction, given its recent correlation with high-beta tech names. If BTC continues to break key support levels, momentum-driven selling could spill into speculative sectors.

RGTI is down -3.58% overnight and looks incredibly weak. Its recent price action suggests deteriorating buyer strength, with fading volume on rebounds and increasing sell pressure.

Coupled with every SINGLE publicly traded quantum pure-play being left out of the Genesis Mission announcement last week.

I think we get that single day -20% drop very soon!

$IONQ and $QBTS are each down roughly 3.2% overnight!

[Dr. Hugh Bitt @Cat_States]

The best quantum computing companies are not listed.

Quantinuum recently released Helios, a commercial machine demonstrating 48 logical qubits.

What do listed darlings $IONQ, $RGTI, $QBTS, have?

Nothing. Zero logical qubits.

You won't hear them mention this, of course. 🤷‍♂️

[Dr. Hugh Bitt @Cat_States]

Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps.

These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them.

Meanwhile, two SPAC merger candidates - $CCCX (Infleqtion) and $CHAC (Xanadu) - are trading at implied valuations of HALF these zombie companies 🤷‍♂️

Infleqtion has a legitimate compute business with strong sensing capabilities. Diversified revenue, real customers.

Xanadu is betting on photonics - requires incredible engineering execution, but could leapfrog the whole industry if they pull it off.

Some like @commonsenseplay have advocated shorting $RGTI. That's risky as meme momentum can stay irrational longer than you can stay solvent. It's not a good risk profile either - your maximum return is 100%, but your maximum loss is unlimited.

I've come at this from the other angle: strategic positions in $CCCX and $CHAC, with downside protection from the SPAC merger mechanics.

The market is pricing quantum hype, not quantum capability. That gap won't last forever.

[Common Sense Investor (CSI) @commonsenseplay]

People saying “the chart doesn’t look good for Rigetti shorts right now” are missing the entire point.

The chart is irrelevant.

The business is the problem.

$RGTI Rigetti’s own leadership has said commercial scale and meaningful sales are still a decade away. That's why he sold 100% of his shares in May!

There is no proven business model, no recurring enterprise demand, and revenues that don’t come close to supporting its valuation.

Yet Rigetti is still valued close to $9BILLION in market cap - on decreasing pitiful sales of less than $10million.

They didn't progress to the next stage of DARPA, they weren't included in the next "Manhattan Project" Genesis.

Their lunch will be eaten by their competitors Amazon, Google, IBM who have trillion-dollar balance sheets and far more resources!

This isn’t new - markets have done this before with “future tech” hype:
- Plug Power - 20+ years of huge promises, huge valuations, no sustainable profits. Stock price dropped over 90%!
- 3D Printing bubble (DDD, SSYS) - extreme multiples, then a collapse when revenue didn’t match the hype narrative!
• Nikola - massive hype with no working commercial product - stock collapsed!

Rigetti isn’t a short because “the chart looks weak.”

It’s a short because the fundamentals don’t support the valuation at all - and won’t for a decade, probably never!

Charts track sentiment and emotion which doesn't sustain - valuation tracks reality!

[Common Sense Investor (CSI) @commonsenseplay]

Shorted more $RGTI - THE VOLUME IS DEAD!

[Danny @Centaurusfire]

@SardorTogaev https://t.co/vLjGt72OYA

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@FormalyTwilter All public quantum companies were left out!!

https://t.co/vLjGt72OYA

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@TraderBenDave https://t.co/vLjGt72OYA

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@midascabal @MartinShkreli @commonsenseplay Fake news!

Read this please:

https://t.co/vLjGt73mO8

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@RichardASamko Check this:

https://t.co/vLjGt72OYA

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@SPAC_Infleqtion https://t.co/vLjGt73mO8

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn

[Danny @Centaurusfire]

@quantumboomnow https://t.co/vLjGt73mO8

[Common Sense Investor (CSI) @commonsenseplay]

MAJOR NEWS FOR QUANTUM! $IONQ $RGTI $QUBT $QBTS

GENESIS MISSION FALLOUT FOR QUANTUM STOCKS!

The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table:

IBM, Amazon (AWS), Google, NVIDIA, Microsoft, AMD, Anthropic, OpenAI… even Quantinuum.

But here’s the real shocker:
- Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE.

Every SINGLE publicly traded quantum pure-play was left out:
• $IONQ
• $RGTI
• $QBTS
• $QUBT

This is a massive red flag for the public quantum sector!

The message is loud and clear:
- The U.S. government doesn’t see the current public quantum players as mission-critical.
- Big Tech and private quantum firms are capturing all the strategic partnerships.

If the Genesis Mission becomes the "AI/Quantum Manhattan Project" the White House claims - then being excluded at launch is devastating for long-term relevance, credibility, and competitive positioning!

This is BAD for public quantum. Really bad.

Here is the evidence, you can check the link yourself of the official government website!

https://t.co/4I6IBdFghn