CoombsvilleVC

$RIVN $DIS

[CoombsvilleVC @coombsvillevc]

It’s pretty damn real. 🇺🇸 $RIVN

[BuccoCapital Bloke @buccocapital]

Is Rivian real or a ShitCo? Thanks

[Justine Moore @venturetwins]

AI is fixing the birth rate.

The girls are getting oneshotted on pro-natalism by ChatGPT - these videos are getting millions of views 🤯

[CoombsvilleVC @coombsvillevc]

$QBTS D-Wave Quantum Inc: Distress Beneath the Quantum Hype
(A Short-Seller Investigative Report)

Summary

D-Wave Quantum Inc. (NYSE: QBTS) markets itself as the first commercially viable quantum computing company, backed by technical innovation and high-profile collaborations, however, behind the headline-grabbing valuation and buzz lies a company grappling with deteriorating fundamentals, opaque financing, and questionable governance, this report exposes the widening gulf between the hype and harsh financial realities, highlighting red flags that seasoned investors should recognize from past market manias.

The Financing Trap

In 2023, D-Wave received a $50 million lifeline from its largest shareholder, the Public Sector Pension Investment Board (PSP), this wasn’t a simple investment, it came with heavy strings attached, D-Wave was forced to pledge its core intellectual property as collateral and agree to repay PSP if it secured funds from ⚠️ Lincoln Park Capital, a lender notorious for dealing with distressed firms, this circular, collateralized financing isn’t growth capital, it is a desperate cash stopgap that reveals a company running on fumes, not fundamentals.

Governance on Shaky Ground

That same year, D-Wave lost its external auditor, PricewaterhouseCoopers, a rare and ominous sign of financial or governance concerns, simultaneously, it relocated executive offices from Canada to the U.S., moves typically indicative of restructuring or pivoting for survival, CEO Alan Baratz remains at the helm, but executive churn and accounting upheavals paint a picture of instability behind the scenes.

Financials Tell a Bleaker Tale

While D-Wave boasts revenue growth, the absolute numbers are distressingly low, about $3 million for Q2 2025 against nearly $30 million in operating expenses, losses are widening, and cash burn remains high despite a seemingly robust $800+ million cash reserve, built mostly from large equity raises, not from profitable operations, the business depends on capital markets to keep the lights on, not customers or commercial success.

Allegations of Misrepresentation

In early 2024, D-Wave was forced to restate portions of its financials, triggering multiple class-action lawsuits, law firms allege the company misled investors with materially false or exaggerated claims about its technology and business prospects, hedge fund Kerrisdale Capital described D-Wave’s core quantum annealing technology as a ⚠️ “marketing gimmick”, arguing the company lacks a viable path to scalable commercial deployments, the stock dropped 6% in a single day after the report.

Technology vs. Commercial Reality

D-Wave’s quantum annealing technology is real and functional, it powers projects at Los Alamos National Laboratory and other niche clients, however this tech remains specialized and far from a universally applicable quantum solution, despite partnership announcements and proof-of-concept wins, large-scale adoption or sustainable revenue generation remains elusive, customers pay small contracts, often pilots rather than enterprise deployments.

Insider Exit and Heightened Risk

Notably, PSP and other major shareholders have sold significant share blocks over the past 18 months, reducing exposure into D-Wave’s ongoing volatility, such insider exits typically presage valuation corrections or crystallize operational doubts borne by veteran investors who can see beyond the quantum marketing.

Conclusion

D-Wave Quantum Inc. is a textbook example of a company that has captured market imagination with technology promises yet struggles mightily with cash flow, governance, and credibility, the quantum miracle narrative masks a fragile balance sheet propped up by complex financing arrangements and absent scalable commercialization, for investors, the risk is clear, lofty valuation predicated on unproven execution, fragile funding, and legal overhangs.

[Op @OperatorAnon]

Loaded the boat with Omron $omrny kind of a weird play but I think they are well poised for just about any robotics you can think of. Cheap as hell right now compared to its history.

[7LVLS.exe @SEVENLVLS]

born too late to enjoy the preindustrial revolution, born too early to enjoy the breakaway civilization, born just in time to navigate a dying empire and hypergamble out of the impending artificial intelligence rule

[CoombsvilleVC @coombsvillevc]

@poli3091 You sure you want to do that? $RIVN

[CoombsvilleVC @coombsvillevc]

@reags28 @RobinhoodApp

[Rags 🇺🇦 @reags28]

@RobinhoodApp Merry Christmas to $RIVN shareholders finally

[CoombsvilleVC @coombsvillevc]

@Mr_Derivatives Honestly? Probably

[urbnstocks @urbnsteezus]

You can lead a stupid horse to water but you can’t make the stupid horse drink

$RIVN

[CoombsvilleVC @coombsvillevc]

@sugeenamfer And it’s a product you see every single day. Any new brand that Americans are taking a chance on, breaking their prior loyalties etc. is worth a serious look

[sugeena @sugeenamfer]

I agree w/ his take

Bought $RIVN, as a riskier stock play, about over a month ago and expected lot more volatility

But respected the key trendline & w/ less wild swings

Definitely a lot easier than crypto atm & trenchers would absolutely nail stocks

[CoombsvilleVC @coombsvillevc]

@l1vesl0w Just the start!

[liveslow ⬡ @l1vesl0w]

Lol we’re already at $23 with another 11% candle today. Momenten is real. $RIVN

[Aldo @aldozampatti]

I'm officially 100%+ up in my $RIVN stocks... This is just starting, I'm here for the long haul

[CoombsvilleVC @coombsvillevc]

@__Con_

[Con @__Con_]

Well, well, well...

Who faded my call on $RIVN?

Time to continue sending it higher.

[CoombsvilleVC @coombsvillevc]

This has been the thesis for months.

Literally, as I write this, a $RIVN Amazon van just drove by. Sometimes the market is wrong, until it’s right. Stock up almost 75% from October lows!

[cobrabands @cobrabands]

@sspencer_smb @hamids Tesla is a $1.5T company. Rivian is a $23B company. At the very least, it’s a relative value play. Ain’t no way Rivian is only worth $23B lol.

[Rivian Roamer @RivianRoamer]

By far my favorite Rivian Software update to date.

[CoombsvilleVC @coombsvillevc]

If you are wondering why $RIVN is entering meme mode, look no further than this piece from September.

Bulls like me have been banging pots and pans in the streets, waiting for the market to realize this companies value.

Libs love the Riv! Don’t fight it

[Investors Observer @InvestorsObserv]

Rivian’s buzz is growing louder, but Tesla still dominates the road. 🛣️

While Rivian $RIVN leads the auto industry in Facebook engagement and ranks third on TikTok - where its engagement rate is 6.6x above the industry average - Tesla delivered 128,100 vehicles in Q1, compared to Rivian’s 8,553.

Analytics firm Rival IQ links Rivian’s social media strength to its focus on innovation, adventure, and sustainability.

Can rising brand momentum translate into real market share?

Read more ⬇️
https://t.co/Oj2rdnC165