Simo Eeva

Senior Investment Advisory@DanskeBank Kiinnostuksena maailman taloustilanne ja kestävän kehityksen sijoituskohteet. Juventus, ravit ja kalastus. näkemykset omia

[Simo Eeva @EevaSimo]

Futismoniveto 3 https://t.co/tAMPv9s8Jz

[Simo Eeva @EevaSimo]

Kalmar Toto85 https://t.co/JX2ZAOUpHO

[Simo Eeva @EevaSimo]

Rättvik GS75 2/2 https://t.co/MDfm55xzjh

[Simo Eeva @EevaSimo]

Rättvik GS75 https://t.co/nmdK9cekqE

[Investor Denis @InvestorDenis]

I believe $IONQ is the main contender in the quantum race.

This is based on the 3 main problems the industry needs to solve:

1/ Find a way to scale the number of logical qubits

Building too many qubits in one quantum chip will mess up the quantum entanglement.

Independent of the technology (neutral atoms, trapped ions, photonic, or superconducting), every company will build a limited number of qubits in single chips and connect various chips.

Neutral atoms and trapped ions have an advantage here because the respective quantum machines already operate in vacuum chambers at room temperature (such as $QNT or $INFQ).

$IONQ uses external cooling to cool down the chamber but is already working on a system that combines extreme-high vacuum and room temperature operation.

In addition, $IONQ also demonstrated photonic interconnects that allow transfers of quantum information between two chips.

Superconducting qubits require extreme cooling, which requires state-of-the-art physics labs, and scaling in this case is harder and costlier.

2/ Secure a domestic supply chain

Several companies are already vertically integrated:

$INFQ

$QNT

$IBM

$GOOGL

$RGTI

$QUBT

In fact, $IONQ is not vertically integrated, and it looks like a loser here.

However, it’s going to acquire $SKYT, a DMEA Category 1A Foundry accredited by the US government.

If the deal is closed, $IONQ will have a secured supply chain.

It will also be able to get US defense contracts, and it will shorten the chip production cycle from 9 months to 2 months.

3/ Diversify their customer base

Here $IONQ has already built an edge.

60% of its revenue comes from commercial, 35% from international, and 5% from government and academic customers.

Moreover, $IONQ upsells 35% of its customers (it sells more than one product to them).

This is my opinion based on my research. If I overlooked something important, feel free to let me know.

I’m a reasonable person who can take critique :)

[Simo Eeva @EevaSimo]

Jaahas samalla ajalla pataan 🤷🏻‍♂️

[Simo Eeva @EevaSimo]

Hagmyren Toto6 https://t.co/PJFQPoolo3

[Jasmin Hamid @ja5minhamid]

Upea uutinen! Ruotsin rahastoeläkemallin soveltamista Suomeen selvitetään. Eli siis sitä, että jokainen työssäkäyvä voisi halutessaan itse vaikuttaa osaan eläkemaksujensa sijoituskohteista. 🥳

[TrendSpider @TrendSpider]

And just like that, we're back to Stage 2 🔥
$HOOD

[Simo Eeva @EevaSimo]

Tästä ollut aika hyvin kärryillä vaikka / tai juuri syystä et kaikki uskoi päinvastaiseen kehitykseen 🫶

[Hedgeye @Hedgeye]

BREAKING: The U.S. Dollar pushes to 1-year high

[Hardik Shah @AIStockSavvy]

$MU | Stifel maintains 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟓𝟎

Analyst significantly raises estimates and PT, citing a major upward shift in AI-driven demand and favorable pricing conditions for DRAM and HBM.

[Antti Saari @SaariAJ]

Vaikka osakemarkkinat eilen niiasivat markkinakorkojen nousun myötä, tämä ei käännä nousutrendiä. Viime aikoina talousluvut (ja etenkin työllisyysluvut) USA:sta ovat olleet odotuksia parempia. Tämä kokonaisuus on ennemmin myönteinen kuin kielteinen asia osakkeille. (7/7)

[James @Jamezzyo]

@vontuchman Omasta vinkkelistä mielenkiintoinen ja modernimpi lähestymistapa. Mainitsi, että monet Fedin päätökset perustuvat epätarkkaan historiadataan, ja markkinan kannattaisi miettiä reaalidataa enemmän omilla aivoilla, ei ”Mitä fed tästä ajattelee” kulmalla. Parempaa dataa fedille ym 🤔

[Emmanuel Macron @EmmanuelMacron]

Le Président Trump a signé ce soir à Versailles l’accord entre l’Iran et les États-Unis.

Cet accord ouvre la voie à une paix durable et permet la réouverture du détroit d’Ormuz.

C’est un pas important dans la bonne direction pour nos compatriotes qui permettra d’obtenir bientôt une baisse des prix de l’énergie.

[Simo Eeva @EevaSimo]

Mm vakio 3/3 https://t.co/jKgFDyDpZa

[Simo Eeva @EevaSimo]

Mm vakio 2/3 https://t.co/5tSAB5qrdo

[Simo Eeva @EevaSimo]

Mm vakio 1/3 https://t.co/n8oO4DJ88A

[TrendSpider @TrendSpider]

Insider timing remains undefeated $HOOD

[Shay Boloor @StockSavvyShay]

$EOSE is up over 16% after announcing its expansion into Europe’s long-duration storage market through a supply agreement with potential to scale to 2 GWh.

[Shay Boloor @StockSavvyShay]

$NBIS JUST HIT A NEW ALL-TIME HIGH