IonQ, Inc. stock discussion
IONQ If this thing gets to 16.50 again today its going to go to 19.Short term MACD looks good, RSI close looks good, lets go.
Looking like a great long term hold regardless. Feeling bullish on this one.
IONQ the squeeze is real huh, can’t keep this bad boy down
IONQ Post - Page 2If they achieve their goal of building a fault-tolerant, million-qubit quantum computer, they could become indispensable in powering entire industries with their technology, similar to how NVIDIA's GPUs are now essential for AI and high-performance computing.
- Strong Contender: IonQ could also emerge as the next NVIDIA, especially if its early lead in trapped ion quantum technology continues to attract enterprise adoption through cloud platforms. IonQ's integration with cloud providers positions it to serve as a key hardware provider, much like NVIDIA powers cloud-based AI workloads today.
- Software Leader: Zapata Computing has the potential to become a quantum software powerhouse, akin to how NVIDIA developed the CUDA platform to support its hardware. However, software alone might not lead to NVIDIA-level scale unless it becomes ubiquitous across all quantum hardware providers.
In conclusion, PsiQuantum and IonQ are the strongest candidates to achieve NVIDIA-level dominance, with PsiQuantum potentially creating the most scalable and powerful quantum computers, and IonQ leveraging its first-mover advantage and cloud integration. Zapata Computing could play a major role in the software side, although it's less likely to achieve NVIDIA's scale without direct hardware control.
IONQ (POST - Page 1)The “next NVIDIA” in the quantum computing space would likely be a company that dominates the hardware or software infrastructure supporting quantum computing, similar to how NVIDIA's GPUs became essential for AI, gaming, and data center applications.
Looking at the companies discussed, the next NVIDIA-type success could emerge from those who manage to create scalable, high-performance quantum hardware or software that becomes indispensable for quantum applications across industries. Here’s a breakdown of the top candidates:
### 1. PsiQuantum
- Why it could be the next NVIDIA:
- Focus on scalable hardware: PsiQuantum is working on building a million-qubit photonic quantum computer, which, if successful, could deliver quantum computing solutions that dwarf competitors in terms of power and applicability.
- Technological edge: The photonic qubit approach may offer more scalability and stability compared to other qubit technologies. If PsiQuantum achieves fault tolerance and high qubit count, they could become a cornerstone in various industries (finance, drug discovery, optimization problems, etc.).
- Potential for infrastructure dominance: Much like how NVIDIA became indispensable for AI through its GPU dominance, PsiQuantum could dominate in providing quantum hardware critical for major industries and applications.
- Risk factor: PsiQuantum is still in deep R&D, and their success hinges on overcoming substantial technical challenges, which makes it a high-risk but high-reward contender.
### 2. IonQ
- Why it could be the next NVIDIA:
- First-mover advantage in hardware: IonQ has already deployed its quantum computers via major cloud platforms (AWS, Google Cloud, Microsoft Azure). This puts IonQ in a position to become the backbone hardware provider for quantum computing-as-a-service (QCaaS), much like NVIDIA provides the core technology for AI cloud services today.
- Cloud ecosystem integration: IonQ's strategy to integrate with cloud giants allows for widespread accessibility to their quantum hardware, enabling many companies to build applications atop their infrastructure, similar to how NVIDIA powers cloud-based AI workloads.
- Strong partnerships and funding: IonQ is backed by significant capital and has strong ties with key technology ecosystems, which is essential for scaling rapidly.
- Risk factor: While IonQ leads in trapped ion technology, its scalability compared to PsiQuantum’s photonic qubits or other future technologies could become a challenge if competitors make a breakthrough.
### 3. Zapata Computing
- Why it could be the next NVIDIA (in software):
- Quantum software leadership: NVIDIA didn't just succeed in hardware; its CUDA software framework became crucial for developers to exploit its hardware efficiently. Similarly, Zapata is positioning itself to be a key player in quantum software with its Orquestra platform, providing the algorithms, tools, and libraries needed to run quantum applications.
- Potential for ecosystem dominance: If Zapata’s software becomes the standard for programming quantum computers—regardless of hardware provider—they could play a critical role in the quantum ecosystem, much like NVIDIA dominates AI and machine learning frameworks.
- Lower capital intensity: By focusing on software, Zapata has a different business model with potentially higher margins and less capital expenditure compared to hardware companies.
- Risk factor: While important, quantum software companies often don’t have the same level of public visibility and growth potential as hardware companies, which may limit Zapata’s potential to become as large as NVIDIA.
### Who Will Be the Next NVIDIA?
- Best Bet: PsiQuantum holds the highest potential to become the next NVIDIA-like company if it successfully scales its photonic quantum computers.
IONQ time to dump
IONQ Is it worth gambling $100 to $500 on something life-changing? Consider investing in IonQ—you could be sitting on a yacht in the next 15 years, or you might lose that $100 to $500. Personally, I'd take that risk.
IONQ I believe IONQ has the potential to achieve a 1000x price increase over the next 10 years. Today is Oct 8th 2024, and I can see this opportunity unfolding. This comment serves as a record of my long-term investment perspective and does not constitute financial advice.
IONQ NVDA of 2035?If they achieve their goal of building a fault-tolerant, million-qubit quantum computer, they could become indispensable in powering entire industries with their technology, similar to how NVIDIA's GPUs are now essential for AI and high-performance computing.
- Strong Contender: IonQ could also emerge as the next NVIDIA, especially if its early lead in trapped ion quantum technology continues to attract enterprise adoption through cloud platforms. IonQ's integration with cloud providers positions it to serve as a key hardware provider, much like NVIDIA powers cloud-based AI workloads today.
- Software Leader: Zapata Computing has the potential to become a quantum software powerhouse, akin to how NVIDIA developed the CUDA platform to support its hardware. However, software alone might not lead to NVIDIA-level scale unless it becomes ubiquitous across all quantum hardware providers.
In conclusion, PsiQuantum and IonQ are the strongest candidates to achieve NVIDIA-level dominance, with PsiQuantum potentially creating the most scalable and powerful quantum computers, and IonQ leveraging its first-mover advantage and cloud integration. Zapata Computing could play a major role in the software side, although it's less likely to achieve NVIDIA's scale without direct hardware control.
IONQ Even a monthly investment of one share has the potential for significant returns. While the future value of IONQ is uncertain, quantum computing is undoubtedly the future, and I am closely monitoring IONQ company's progress.