Source Post

2 Quantum Stocks Exploded (Here's the One You DON'T Want to Miss)

The creator discusses the surge in quantum computing stocks, driven by AI enthusiasm, and highlights Nvidia's role. They also touch on GameStop's CEO interview and Michael Bur's bearish stance on Palantir, while expressing a bullish view on Palantir based on its strong financial performance and attractive forecasted P/E ratio.

Linked Mentions

Tickers discussed in this post

TKOBearishHigh ConvictionSignal-backedSecondary

TKO Group Holdings is off the radar due to declining earnings estimates, revenue issues, and a significant earnings miss.

HPENeutralLow ConvictionSignal-backedSecondary

HPE is improving with sales and earnings growth, but skepticism remains due to past performance and recent surprise.

NFLXNeutralLow ConvictionSignal-backedSecondary

Netflix is a monopoly but faces concerns due to analyst estimate trims and issues with its sports streaming pivot.

GOOGBullishMedium ConvictionSignal-backedSecondary

Google is a safe play for quantum exposure, with potential profit from its existing healthy businesses.

CRSBullishMedium ConvictionSignal-backedPrimary

Carpenter Technology (CRS) is a near-term buy with positive sales and earnings growth, positive analyst revisions, and lagging performance making it attractive.

RGTINeutralLow ConvictionSignal-backedSecondary

Rigetti (RGTI) is an encryption company that may benefit from a defense department contract related to quantum computing shifts.

QBTSNeutralLow ConvictionSignal-backedSecondary

D-Wave (QBTS) is an interesting quantum stock that won an Nvidia contest, but its sales and earnings are currently weak.

IONQBullishHigh ConvictionSignal-backedPrimary

IONQ is the leader in quantum computing with strong sales growth expectations and a history of beating assessments, making it a compelling investment.

MUNeutralHigh ConvictionSignal-backedSecondary

Micron Technology is expected to have the strongest sales and earnings, ending the earnings season on a high note.

PLTRBullishHigh ConvictionSignal-backedPrimary

Palantir is a major holding with strong recent results and an attractive forecasted P/E, despite Michael Bur's bearish view.

GMENeutralLow ConvictionSignal-backedSecondary

GameStop's CEO's interview about a potential eBay acquisition was awkward and met with skepticism.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a key player in developing chips for quantum computing.

Linked Signals

Tracked calls opened from this post

IONQ
buy opened May 6, 2026
+35.82%
PLTR
buy opened May 6, 2026
+13.74%
TKO
sell opened May 6, 2026
-7.73%