IonQ is the revenue leader among pure-play quantum companies, showing significant year-over-year growth and guiding for substantial revenue this year.
Source Post
A 10 Bagger Like These Stocks May Never Happen Again
May 31, 2026
The creator discusses a "stock pickers market" where the gap between top and bottom performing stocks is widening, making index investing less effective. He highlights six potential "10-bagger" stocks: Regetti Computing, D-Wave, INQ, Compass Pathways, Compass Minerals, and Big Bear AI, emphasizing the importance of understanding the underlying rules and avoiding the "buy and hold" fallacy that led many to lose money on previous picks.
Linked Mentions
Tickers discussed in this post
D-Wave uses quantum annealing for optimization problems and has strong gross margins, making it a potentially safer quantum stock.
Compass Pathways saw a decline in profit growth of 59% last quarter, but this was still an improvement from the previous quarter.
Qualcomm is mentioned as a company with significant profit growth, up 98% last quarter, indicating strong performance.
Microsoft is used as an example of a company that would pass all filters for high growth but would not offer 1000% returns, implying it's a safe but not explosive investment.
Regeneron is cited as an example of a company that achieved significant profit growth, with profits up 93% last quarter, indicating strong performance.
Lockheed Martin is mentioned as an example of a defense stock that is too large to provide 10x returns, suggesting it might only go up 20-30%.
Lucid is presented as another example of a hyped stock that has experienced a significant decline, illustrating the risks of the 'buy and hold' approach.
NEO (NIO) is used as an example of a 'Tesla killer' that has significantly underperformed, highlighting the pitfalls of the 'buy and hold' strategy.
Blackberry is presented as an example of a once-hyped stock that has seen a significant decline, serving as a warning against 'buy and hold'.
