Sid The Bear

Trader/ Political Commentator / Financial Markets Fuckery

[Sid The Bear @OverboughtWatch]

$QNT this is absolute dogshit. It’s a pet rock science project.

[Ahmed/The Ears/IG: BigBizTheGod 🇸🇴 @big_business_]

Stephen A Smith responds to Donald Trump calling him a low IQ individual on First Take:

“You wanna talk about IQ, I could say I could put my IQ against yours, I got something even better I could ask you why you been running from me for the past year since I asked you to talk to me, I could ask you to debate me since you think you’re that dude. We could go a myriad of ways”

[Dominik Tarczyński MEP @D_Tarczynski]

I love this honest girl!

Who is she?

[Rupert Lowe MP @RupertLowe10]

If a migrant comes to our country and attempts to saw a man's head off in the street, a Restore Britain Government will not deport.

With the British people's approval, that savage will be put to death.

But that is not enough - these atrocities will keep happening. The barbarians are already inside the gates.

Immigration will end from countries that are proven to supply us with these monsters.

Third world migrants who hate our way of life will be removed from our country. Restore Britain will deport millions.

I have had enough. The British people have had enough.

We do not have to live like this - there is another way.

Death penalty, mass deportations, end mass immigration.

That is what Restore Britain will do.

[Sid The Bear @OverboughtWatch]

Canada is such fucking shit show.

Fuck these MPs

Fuck celebrating other cultures.

We are Canadian.

Come here. Be Canadian or fuck off.

Wtf have Somalis contributed to Canada besides leeching off our social welfare system.

#canada

[Yvan Baker, MP 🇨🇦🇺🇦 @Yvan_Baker]

🇨🇦🇸🇴 Today, I introduced a private member’s bill that would declare July of every year in Canada as Somali Heritage Month!

I’d like to thank MP @HonAhmedHussen for co-sponsoring this bill with me and for his counsel.

I hope that all MPs will support this legislation.

Canada is home to many Canadians of Somali heritage.

Canadians of Somali descent have left and continue to leave a historic mark on Canada, with contributions that span communities across the country and are reflected in Canada’s economic, political, social and cultural life.

If passed, Somali heritage month would give us an opportunity to celebrate that heritage, the role that Canada has played in supporting Somali Canadians and their contributions to Canada.

[Sid The Bear @OverboughtWatch]

$QNT sells for 511x Price to sales.

Just for perspective
$QQQ sells for 7x
$SNOW sells for 6.6
$TSLA sells for 19
$PLTR sells for 53
Spacex sells for 96

Quantinuum sellls for over 500!!!

"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?"

[Sid The Bear @OverboughtWatch]

What an absolute coward.
Iranians openly attacking US troops and this is his response?

A strong Leader of the free world would obliterate these terrorist.

Weak.

[zerohedge @zerohedge]

TRUMP: IRANIANS SHOT DOWN ONE OF OUR HELICOPTERS LAST NIGHT, US MUST RESPOND TO IRAN ATTACK

[Sid The Bear @OverboughtWatch]

https://t.co/wyq9d08PbN

[Sid The Bear @OverboughtWatch]

All trump had to do to get oil down was let the stock market fall 5%.
That wasnt so hard.

I still think oil is a buy here but its hard for anyone to go long when Trump is ready to put out another peace deal everyday.

$WTI $QQQ $SPY

[Sid The Bear @OverboughtWatch]

@saylor is done.

Saylor being out of the market and getting liquidated will be the best thing that ever happens to $BTC

Once this ponzi collapse then we can get back to real price discovery.

[Michael Saylor @saylor]

₿usiness is Good.

[Sid The Bear @OverboughtWatch]

Because Wall Street is selling you dogshit.

Why do you think everyone is so eager to IPO. The market is frothy, investors are polling into everything on margin.

There companies just want your money.

$QNT sells are more than 500x P/S ratio and that’s on fake sales. Forward looking it’s even worse.

[TBU @TBU12345678]

sort of an ominous signal that $QNT and $CBRS have been total dogsht IPOs

[Rick @Rick101284]

$IONQ $QNT Big premium for the second best trapped ion company.

[Gene @genejchan]

Great perspective

Why don't we see the usual quantum-hating valuation purists shorting $QNT?

[Sid The Bear @OverboughtWatch]

This is absolutely insane.
I am short here at $61 per share.
This sucker is a less than $1 stock.

They won’t have revenues for years.
Their current revenue is all fake to sell you stock.
They don’t have a product they can actually sell.

Don’t people read the S-1 or a balance sheet?

$QNT $QQQ $SPY

[Sid The Bear @OverboughtWatch]

$QNT is selling at more than 500x Price to sales ratio. Based on sales that are fake where 90% of it is from one customer.

Is the investor community so ignorant and stupid that they buy this nonsense?

Does no one actually read a balance sheet?

Wild

[Sid The Bear @OverboughtWatch]

This Price to sales ratio is even worse when you consider 90% of their total sales come from one customer RIKEN.

This is not even a commercial company. It’s a government entity based in Japan. Which means it’s not reoccurring revenue. It’s a one time sale. Revenue has dropped 75% year-over-year.

I suspect that this is just fake sales and insider transactions to pump up the stock and make it look like they have actual sales.

This company has no sales at all and will not have any sort of product for many many years. If they ever have a product.

Buying it at these ridiculous evaluations is absolutely insane and you will 100% lose money.

$QNT $QQQ

[Sid The Bear @OverboughtWatch]

$QNT sells for 511x Price to sales.

Just for perspective
$QQQ sells for 7x
$SNOW sells for 6.6
$TSLA sells for 19
$PLTR sells for 53
Spacex sells for 96

Quantinuum sellls for over 500!!!

"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?"

[Sid The Bear @OverboughtWatch]

$QNT sells for 511x Price to sales.

Just for perspective
$QQQ sells for 7x
$SNOW sells for 6.6
$TSLA sells for 19
$PLTR sells for 53
Spacex sells for 96

Quantinuum sellls for over 500!!!

"At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don't need any transparency. You don't need any footnotes. What were you thinking?"

[Sid The Bear @OverboughtWatch]

$QNT Insider Buying" Illusion

Retail investors are cheering today's massive cluster of insider buys for Quantinuum ($QNT) at the $60 IPO. Multiple directors and the CFO buying millions on day one looks like pure confidence, right?

Think again. Let's look at the S-1 filing.

Look closely at the S-1 Operations data highlighted below. Quantinuum's Sales and Marketing expenses absolutely exploded.

Full Year 2025: $37.5 Million
Just Q1 2026 (3 Months Ended Mar 31): A staggering $54.6 million. Double of last year!

On an annualized basis, they are pacing to spend over $218 Million on Sales & Marketing in 2026—wildly eclipsing all of 2025.

Where is all that executive "personal money" for those $60 IPO buys actually coming from?

It’s an classic corporate accounting loop. While the money doesn't come directly from the marketing budget, pre-IPO companies aggressively load up their General & Administrative (G&A) expenses and Sales/Marketing payroll with massive executive stock-based compensation, public transition bonuses, and liquid milestones.

The Playbook: Insiders use their corporate compensation structures to pre-sell older, pre-IPO shares or cash out heavily inflated public-transition bonuses.
They take those exact laundered proceeds, turn around on day one, and buy shares back at the $60 IPO price through the Directed Share Program.

Legally, the SEC Form 4 has to label these as straight cash "Purchases (P)."

But in reality, it cost the insiders $0 of their own historical wealth. It's an engineered loop designed to manufacture a bullish headline, paint a picture of "skin in the game," and artificially pump a stock trading at a fragile valuation.

Don't take the bait. Track the metrics, look at the cash burn, and protect your capital.

This stock sells at 511 PRICE TO SALES!!!

Thats insane

#SPY #QQQ #IONQ $QNT #NVDA

[Sid The Bear @OverboughtWatch]

$QNT is a pet rock science project that will never have any earnings and its trading at 17 billion market cap.

This market is funny.

[Sid The Bear @OverboughtWatch]

Trump is deliberately using key words to trigger trading algorithms to pump markets.
😂😂

What an absolute shitshow.

He’s lost complete control of the Iran war and he’s desperate to run home with his tail between his legs. But Iran has got him by the balls