Today, we're publishing State of Quantum 2026, our fourth annual report, in partnership with @QuantumDaily
Capital now follows proof, not promise. Quantum firms raised $8.3 billion in 2025, nearly five times the prior year.
More: https://t.co/mJ48xqo6NT
All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick?
Warning about $VCX.
A very popular ETF with weighting toward (Anthropic, Databricks, OpenAI, Anduril, and SpaceX).
Ask yourself this:
Is SpaceX is worth 23 times $META valuation?
With the stock going up 1288% this month: VCX is trading at roughly ~20x its NAV. So 1500-2000% premium?
This is like buying SpaceX at 34 Trillion USD. Or OpenAI at 16 Trillion USD.
Would you short it?
No: It's extremely low float and lack of options for hedging.
But should you buy into it?
$VCX looks like greater fools theory right now and you’re playing hot potato.
A good CEO storyteller has this mix in their business story:
- 1/3 what the company is today
- 2/3 what the company will become in the future
Living entirely in what the company is today is uninspiring. Living entirely in what the company will become isn't believable.
A balance weighted towards the future marries grounded reality with inspiring vision.