Stock Detail
$QBTS
Technology · 7 tracked mentions in the last 90 days across 5 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
4 creators lean undervalued while 1 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on QBTS.
Creator Evidence
Why creators say this
Implied claim • moderate conviction • basis: drawdown discount
D-Wave is down 33%... the US government just bought into both at a massive discount.
Explicit claim • strong conviction • basis: multiple relative
And it is trading at a deeply almost painfully pessimistic trailing 12-month price to sales multiple of 626x. No, >> I mean for anyone who doesn't spend their day looking at valuation multiples, a price to sales ratio of 626 is essentially the market screaming that it does not believe your revenue is real.
Implied claim • weak conviction • basis: drawdown discount
But then, if you zoom out, this doesn't look like a QBTS problem at all. Nearly every quantum computing stock has struggled recently. Rigetti and QBTS are still up over the last year, but down double digits in the last month. IonQ is down around 6% for the year, while Quantum Computing ticker QUBT has fallen more than 50%. So, this looks much more like Wall Street cooling on that entire Quantum theme than than investors abandoning D-Wave specifically.
Explicit claim • strong conviction • basis: fair value gap
is QBTS a good quality company? Hell no, right? Based off of analyst targets, there's 56% of downside potential.
Mention History
Latest mentions across all history
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