Jun

hope to achieve financial freedom

[HeyIts小懒橘🌻. @Web3Lanju]

标普500距离历史新高只差0.8%。

但再看看这些股票跌了多少。

Eos Energy跌了83%，Oklo跌78%，Rigetti量子计算跌71%，Joby飞行汽车跌68%，CoreWeave跌56%，Oracle跌56%。

仔细看完发现这些名字有一个共同特征：都是偏"未来故事"。

量子计算、飞行汽车、核能、太空、AI基建，故事讲得越远，跌得越狠。

指数在靠近新高，很大程度是苹果、英伟达、微软这些龙头在撑。但指数以外的，一大批之前热门的股票已经腰斩甚至更惨。

标普500更像是少数公司的牛市，不是所有股票的牛市。

[QuantumAnalysis @Qtumanalysis]

WHERE THE MONEY IN QUANTUM ACTUALLY LIES.

A truly beneficial article for any private or public market investor focused or interested in Quantum.

We mapped every quantum company at or near $1B, every exit above it, and where the government's checks went. Twenty two companies, twelve exits, one massive pattern.

A company with 1,200 qubits and a government equity stake priced at $714M in June. A company with 108 qubits trades at $5B. Same technology, several times the price, depending on whether it's public or private. That gap explains every SPAC this year, and it closes in one of two directions.

Sixteen of the twenty two are building the whole machine, the two biggest government checks went to none of them. The next wave of unicorns come from somewhere else, and we lay it all out.

Full breakdown here: https://t.co/XB7AaY2cXV

$IONQ $QNT $INFQ

[Dividend Talks on YouTube @DividendTalks]

McDonald’s is everywhere. Its stock is getting crushed.

$MCD is down 22% this year, trades at 18x forward earnings, and yields 3.3%.

Looking at this map, is the sell-off a rare chance to buy the Golden Arches or is $MCD a value trap?

[The Quantum Bull @QuantumBullHQ]

$INFQ another price target, another raise! BTIG lifts its target on Infleqtion to $25 from $22, a 13.6% increase, and maintains its Buy rating, according to The Fly.

@infleqtion made headlines at Quantum World Congress as CEO Matt Kinsella delivered the Keynote Address and announced 30 logical qubits on their neutral atom system, ahead of schedule. With elite company in neutral atom like QuEra, Atom, Google and Oratomic, neutral atom continues to show promise for lasting sensing and computing utility. My price target remains $43/share. NFA!

[Franklin407 @wealthyfranklin]

The best time to buy a great business is often when everyone else is scared of it.

Here are 5 quality companies that are down big this year and worth looking into 👇

1. $NFLX Netflix, down 42%

[Serenity @aleabitoreddit]

If you're curious about the random $SPY / $QQQ candle:

Just now, “US and Iran discuss phased deal to reopen Hormuz and end US blockade" - Reuters

- "A deal before the midterms could benefit Trump, as reopening Hormuz could ease tensions in the Gulf, contain ​oil prices and help bring down politically sensitive US gasoline prices."

- "Trump has said he thinks the US and Iran could reach a deal after midterm elections to Congress on November.”

Would make sense for Trump to want markets as strong as possible during Midterms elections…

[HeyIts小懒橘🌻. @Web3Lanju]

Nike跌了78%，Chipotle跌了52%，Constellation跌了55%。

这些不是什么垃圾股，是美国消费的门面。

沃尔玛距高点跌了18%，好市多跌17%，麦当劳跌30%，家得宝跌27%，从超市到快餐到家装，全线回撤。

Netflix跌42%，Uber跌30%，Booking跌32%。消费者连娱乐和出行都在砍。

百事跌25%，星座品牌跌55%，连可乐和啤酒都卖不动了，说明不是某个行业的问题，是整个消费在收缩。

这些公司有一个共同点：它们的收入直接来自美国普通消费者的口袋。当这些股票集体下跌的时候，传递的信号只有一个，美国人开始收紧钱包了。

标普还在创新高，但撑起指数的是AI和科技。消费股已经在用股价告诉你，实体经济的压力比指数显示的要大得多。

不过反过来想，这些公司的生意并没有消失。

沃尔玛、好市多、麦当劳，美国人总要吃饭购物，当恐慌把价格砸下来的时候，也许正是值得关注的时候。

[Jun @Jun71969758]

@Julian_Trades1 @stock_analysisx loan growth can be due to short of cash that people go fpr loan growth. i m more concerned on its npl level

[Investor Denis @InvestorDenis]

The best thing that's happened to $INFQ is its CEO Matt Kinsella:

Early investor in $INFQ, then partner at Maverick Capital

Became the CEO in 2024

Raised $550M at its IPO

Stood in the Oval Office as the President signed Executive Orders on Quantum

Secured $3.9M from the US Department of Energy

Secured a $2M DARPA software compilation contract

Secured a $1M US Navy development award

Selected for 3 Genesis Mission projects

Secured a $20M follow-on award from NASA for quantum gravity sensors

Matt is a monster.

[投机实验室 @LabSpeculation]

2008年，马斯克参加了好莱坞一个派对，在场的社会名流都没正眼看他。

他们不停地打断马斯克讲话。

有人问，你搞的这些玩意儿到底有什么用？

还有人说，其实国会根本没钱给你。

最后他们甚至奚落马斯克：你说了半天火箭，但其实你一次任务都没飞成过，是吧。

等马斯克好不容易说完，大家就迫不及待的中场休息，上厕所去了。

那时候特斯拉和 SpaceX都快破产了，大家都觉得他是个笑话。

没人知道，属于马斯克的故事才刚刚开始。

[Evan @StockMKTNewz]

All these stocks hit new 52 WEEK LOWS at some point today

Nike $NKE
McDonald's $MCD
Rocket Companies $RKT
PepsiCo $PEP
Lowe's $LOW
Tencent Music $TME
Fiserv $FISV
Dutch Bros $BROS
T-Mobile US $TMUS
Li Auto $LI
Weyerhaeuser $WY
Exelon $EXC
Rollins $ROL
Ionis Pharmaceuticals $IONS
Telus $TU
Fidelity National Information Services $FIS
Las Vegas Sands $LVS
Zoetis $ZTS
Otis Worldwide $OTIS
Clorox $CLX
NRG Energy $NRG
Molson Coors $TAP
Flutter Entertainment $FLUT
PPL $PPL
Wynn Resorts $WYNN
CMS Energy $CMS
Dick's Sporting Goods $DKS
Constellation Brands $STZ
Rentokil Initial $RTO
Wyndham Hotels & Resorts $WH
Red Rock Resorts $RRR
Pentair $PNR
DTE Energy $DTE
Aon $AON
Ferguson Enterprises $FERG
Agree Realty $ADC
Sun Communities $SUI
Boyd Gaming $BYD

[Jowi Pozo @JowiPozoX]

Ray Dalio decía: “La diversificación es el único almuerzo gratis en la inversión.”

Aquí tienes 5 acciones de negocios que podrían seguir creciendo durante los próximos 20+ años

1. $AMZN - Amazon

[墓碑科技 @mubeitech]

太空算力，大家都理解错了！
把数据中心搬到太空，到底怎么建？
造一座国际空间站那么大的巨型机房？
真那么干，设备刚开机就得烧毁。

SpaceX 首席财务官布雷特·约翰森（Bret Johnsen）在黑石集团的技术闭门会上，说了这么一句话：
不要叫太空数据中心。
叫太空机柜。

两个词听起来差不多。
但在航天工程里，这是完全不同的两条路。

现在地面上的 AI 算力，被电网和变压器逼到了墙角。
在地面建一个几十兆瓦的数据中心，找电力公司排队并网要等五到七年。
几十万张显卡狂暴运转，每小时喝掉海量的冷却水。
很多人都在琢磨：太空里没有阴天，太阳能 24 小时照着，直接去轨道上吃太阳能不好吗？

好是好。
但真要在轨道上造一座巨型机房大厦，第一道坎就是热力学死局。

芯片发热怎么散掉？
在地球上，靠风扇吹走空气，靠水冷管路带走热量。
太空里是绝对真空。
连一个空气分子都没有，风扇吹给谁看？
没有空气对流，热量根本逃不出去。
哪怕外面的宇宙深空只有零下 270 度，内部的热量也会被活生生闷在盒子里。

在真空里，散热只有一条路：红外热辐射。
辐射散热全看表面积。
问题就出在这里了。
建筑物造得越大，体积按三次方暴涨，表面积却只按二次方增加。
把几十万张卡集中塞进一个大盒子里，热量散不掉，几分钟就会把芯片自己烤熔。
真想把这些热量排出去，机房外面得挂上几十个足球场大小的散热管网。
哪怕太空里一颗毫米级的微流星划破一根管子，冷却液漏光，整座机房就彻底报废。

所以，SpaceX 根本没打算去轨道上建什么太空建筑。
布雷特·约翰森算的，是一笔很硬的工程账：
把现成的星链卫星底盘拿过来，换个零件继续用。

SpaceX 早就把造卫星变成了流水线造汽车。
他们用同一个卫星底盘，已经演进出三种形态。
第一种形态，是普通的宽带星链，负责给地面发射宽带网络。
第二种形态，是手机直连星链，还是那个底盘，换上巨大的相控阵天线，直接连普通手机。
现在的第三种形态，就是太空机柜。

底盘的架子完全不用重做。
只是把原来的通信射频芯片拔下来，插上高密度的 AI 计算芯片。
然后，加大太阳能电池翼板，再贴上一块朝向深空的辐射散热板。

为什么拆成这样就行？
因为单颗星链卫星本就扁平，表面积与体积的比例天然极大。
正面迎着太阳全力发电，背面直接把芯片的热量以红外线的形式，甩进零下 270 度的深空。
一颗卫星，就是一台自给自足的独立服务器机柜。

更硬核的地方在于，支撑太空机柜最难啃的两块骨头，SpaceX 早就啃完了。

第一块骨头是发射成本。
过去发射一颗卫星要筹备好几年，花掉几亿美元。
现在猎鹰 9 号几天就发一次，后面还有单次运载上百吨的星舰。
SpaceX 已经在天上飞了超过 11000 颗卫星。
再往天上送几千台机柜，对他们来说就是流水线常规排产。

第二块骨头是网络互联。
一万台机柜散在几百公里高的轨道上，怎么把它们连成一台超级计算机？
靠天上的星间激光链路。
现在的星链卫星，每颗都顶着精密激光望远镜在太空中互相对射。
两颗卫星之间的激光通信速度能达到 200 Gbps。
光在真空中的传播速度，比在地面玻璃光纤里快了整整 47%。
整张网每天在太空中传输几十个 PB 的数据。

也就是说，算力卫星一进轨道，激光自动锁死对准，瞬间就并入了那张早就织好的全球高速互联网络。

坏了一颗怎么办？
根本不需要派宇航员去修。
卫星自带的离子推进器点火减速，自己坠入大气层烧毁。
天上的激光网重新计算路由，整套算力集群连停机都不需要。

地面上的科技巨头还在为了几十兆瓦电力，跟公用事业局、变压器供应商和环保审批拉扯好几年。
而在轨道上，只要拥有一条成熟的卫星制造流水线，把通信载荷换成算力载荷，一个分布式超级集群就已经在路上了

[Jun @Jun71969758]

@MertOnMarkets @Mr_Derivatives time for accumulation?

[QuantumAnalysis @Qtumanalysis]

QUANTUM STOCK TIER LIST. EVERY MAJOR NAME, RANKED.

Methodology: We account for stock price/valuations, technology, revenue, structure, lockups. All of it.

S TIER:

$INFQ: The survivor, 10+ years of runway, revenue growing 116% from sensors that sell TODAY, and its hardware inside six government programs across three continents, Japan's national computer included, A+ management, stock price is cheap compared to peers.

$IONQ: $450M+ combined guidance, its own chip foundry with $SKYT, a 10,000-qubit blueprint for 2028, and vertically integrated in the field.

A TIER:

$QNT: Absolutely S tier worthy with the best machine on earth, 48 error corrected logical qubits, nobody's close. Cleanest structure in quantum (real IPO, no SPAC games), held out of S only by a $15B price tag and a December lockup expiry.

B TIER:

$QBTS: The only quantum company with genuinely deployed commercial customers, and first to convert its $100M CHIPS deal into a signed contract. The catch: annealing may be a dead end, and the gate model pivot is early.

C TIER:

$XNDU: The highest variance bet on the board. Real software moat (a third of quantum devs use PennyLane) and ASML plus AMD just signed on, but the entire roadmap hangs on closing a 24x loss gap by 2030.

$IQMX: Europe's most deployed quantum computers, and no thesis beyond that. Competent superconducting with no edge over IBM and Google in their own modality, plus fresh post SPAC dynamics.

D TIER:

$PSQL: Real Nobel-lineage tech and a great company, but at the moment they're D tier with a brutal structure. Roughly 85% of shares locked behind a $12 early-release tripwire that's already armed, ~50% dilution overhang, at 100x revenue.

$RGTI: A legitimate lab wearing with an outlandish valuation, multi-billion cap on single digit millions of revenue, the most extreme disconnect in quantum. The $100M CHIPS contract and 9 years of cash are real but so is the wiring wall.

F TIER:

$QUBT: The floor. Aggressive claims, thin verified substance, ~$1M-scale revenue against billions of market cap. The Arizona foundry is the one real asset.

Not financial advice.

$IONQ $INFQ $QNT

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

PepsiCo $PEP: -17%
McDonald’s $MCD: -20%
Lowe’s $LOW: -24%
AutoZone $AZO: -29%
Intuitive Surgical $ISRG: -32%
Netflix $NFLX: -40%
Copart $CPRT: -53%
AppLovin $APP: -56%

[The Quantum Bull @QuantumBullHQ]

$INFQ Infleqtion just announced an important step toward fault-tolerant quantum computing through its integration of the open-source qLDPC library with NVIDIA CUDA-Q Logical.

The team constructed and validated a high-rate quantum error correction code requiring roughly 6 physical data qubits per logical qubit, about a 5X improvement in code rate versus the surface-code approach used for comparison. That puts the physical-to-logical ratio below 10:1, potentially allowing significantly more useful logical computation from the same underlying hardware.

This is an important step towards standardization.

Quantum computing is still fragmented across different hardware modalities, error-correction schemes, compilers and software stacks. NVIDIA is increasingly attempting to create a common layer through CUDA-Q, and now CUDA-Q Logical, where developers can build and evaluate fault-tolerant workloads across different QEC codes and architectures.

CUDA-Q is already designed to be QPU-agnostic across superconducting, trapped-ion, neutral-atom and photonic systems. If the industry begins converging around common interfaces and tooling, developers don't need to reinvent the entire software stack every time the underlying hardware changes.

We saw how enormously important standardized software ecosystems became for classical computing and eventually AI. Quantum will likely need something similar.

And Infleqtion is getting involved very early.

Infleqtion says the next work includes syndrome extraction, neutral-atom noise modeling, decoder benchmarking and ultimately physical execution.

Reducing error-correction overhead while simultaneously building toward a common fault-tolerant software ecosystem is a great step forward.
https://t.co/wXN755odui

$INFQ $NVDA

[Lance Teren @LanceTeren]

Just reading this makes me so excited for $INFQ

Think about all that’s been accomplished these last few months.

-Extended partnerships and collaboration with Nvidia.
-New $CSCO partnership for networking
-An $ETN partnership to improve the grid
-NASA contract expansion to $40 million
-Japan using Infleqtion parts for their quantum computer

AND SO MUCH MORE!!

[比特币橙子Trader @oragnes]

庄已经开始准备下一轮牛市叙事了。

SEC 已经把 NYSE、Nasdaq、Cboe、DTCC、BlackRock、Robinhood、Jane Street、Citadel Securities、Schwab、UBS、Citi 全叫到一张桌上，专门研究 24 小时股票交易。

这件事最容易被低估，因为它会和另一条叙事直接汇流：股票代币化。

Robinhood 在做链上股票，Coinbase 在把股票接进 AI Agent，传统交易所开始延长交易时间，DTCC 改造清算体系。

你会发现所有人最后都在往同一个方向走：

把美股从纽约开门才交易的资产，变成像 Crypto 一样全球 24 小时流动的金融商品。

牛市最需要的从来不只是资金，还需要一个所有人都能听懂的新故事。

AI 已经讲了几年，降息也讲烂了。

下一轮真正容易把散户重新拉回市场的叙事，可能就是：

全球资产 24 小时交易 + 股票代币化 + AI 自动交易。

华尔街现在做的，就是先把赌场的门改成永远不关。

[看不懂的SOL @DtDt666]

美股七姐妹，现在已经不是一个故事了。
以前大家提到 Magnificent 7，容易把它们当成同一类资产：大科技、现金流强、护城河深、指数权重大。
但看完这组 Q2 财报就会发现，它们已经明显分化了。

第一类，是“AI 基建发动机”。
最典型就是英伟达。营收同比 +106%，利润和现金流都非常夸张，已经不是普通芯片公司，而是整个 AI 资本开支周期的核心入口。
它现在的问题不是强不强，而是市场已经把“很强”写进估值里了。后面股价要继续走，靠的不是讲故事，而是持续超预期。

第二类，是“现金流机器”。
苹果、微软、谷歌、Meta，利润质量依然很强。
它们的特点是：增长不一定最猛，但商业模式稳定，现金流扎实，AI 反而成了新的效率工具和产品变量。
这类公司不一定每天最刺激，但长期能活得很久。

第三类，是“规模大，但利润质量分化”。
亚马逊收入最高，但利润率结构和资本开支压力更复杂。
特斯拉增长还在，但自由现金流和利润波动更明显，市场对它的定价，更多来自未来机器人、自动驾驶和能源故事。

所以看七姐妹，不能只看营收。
营收代表规模，
利润代表效率，
自由现金流代表真实造血，
市值代表市场给未来的定价。

现在真正的分化是：
谁在靠 AI 扩张？
谁在靠现金流防守？
谁还需要未来故事兑现？
普通人看美股龙头，最怕只记住一个词：大科技。
因为同样是大科技，英伟达是算力周期，苹果是消费电子，微软是云和 AI 软件，谷歌是广告和云，Meta 是广告和 AI 推荐，亚马逊是电商加云，特斯拉是制造业加未来期权。

它们不是同一门生意，也不该用同一套逻辑估值。
这轮美股真正的变化是：
七姐妹还在强，但已经开始从“集体上涨”，进入“盈利质量和预期兑现分层”。
后面比的不是谁名字更响，而是谁的利润、现金流和 AI 兑现更硬。