@genejchan Yep, I agree that for usable QC fidelity x logical qubit is the key metric. Both $IONQ and $INFQ face different problems, trapped ion more difficult to scale, and neutral atom more difficult to have higher fidelity.
IONQ is a monster with skywater fab acc. I hope they do well.
@QuantumBullHQ Probably cause Dr. Weedbrook sold his shares lmao. Still very bullish long-term. They have issues on fault-tolerance due to photon loss (stated in their nature paper). But Iβm willing to bet on their ASML collaboration, that plus Pennylane. All that for $5???
@rickyho_1989 Absolute floor should be 22-25, that seems to be where most institutions believe its worth. But I agree that strong buyers should already appear around 30-35
@MartinShkreli Agreed. But probably for HBM and not entire memory industry. Short term bearish due to pricing power, long term bullish for the CXL/DDR demand. Probably bullish $MRVL