Did someone on this board suggest QBTS?
I'm up 73% since I started buying in May. Unfortunately, as usual, I didn't buy enough.

NoahAg said:

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Did someone on this board suggest QBTS?
I'm up 73% since I started buying in May. Unfortunately, as usual, I didn't buy enough.

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I heard about QBTS and RGTI from texags. I am up 250% on QBTS and up 350% on RGTI. And yes I didn't buy enough too. I should have added an extra zero to the end of my investment.

These are my little portfolio of stocks which are all tied to computing, AI, and energy that I'm betting on. I've made over $20k on them since the spring/summer, but yeah, I could have added another zero to that by investing more.

NoahAg said:

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Did someone on this board suggest QBTS?
I'm up 73% since I started buying in May. Unfortunately, as usual, I didn't buy enough.

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It might have been me. I can't find the post and don't want to but I bought 20k shares in the 7s from December. Didn't hold. Thought I could make some more powder and come back before it popped. Losing my ass on other stupid plays and never bought back in.

Glad it is working out for some in here. If the tech is real, it will be groundbreaking.

Up 30% and 20%, respectively, since this post was started. Hopefully many got in.....

Gig em'!

harge57 said:

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MSFT
GOOG
UBER

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Since Jan 12

MSFT 23%
GOOG 27%
UBER 43%

SP500 14%

2wealfth Man said:

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another Kraken good day! all time high at $4.70

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It just keeps going up.

Wondering about whether I should sell vs long term potential.

IGM up 28.5 % YTD. 60.9 % from April low.

MSFT
PLTR
TSLA
V

pullback in Gold and Quantum the last 10 days offers some interesting opportunities.

catch a falling knife?

or reload for the next legs higher over another decade?

LMCane said:

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pullback in Gold and Quantum the last 10 days offers some interesting opportunities.

catch a falling knife?

or reload for the next legs higher over another decade?

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QTUM is more or less flat in that timeframe. I have a good bit of money there and will leave it there the next 5-10 years.

$ptrn

I'm way outsized in my MSFT holdings and have been for almost 20 years now.

There was about 10 years I held onto Amazon. And I've had some good runs with XOM for 3-5 years at a time.

Current company on my watch list for a potential overweight buy and hold is Constellation as a play combining the power needed for AI as well as a general shift away from the climate hoax. Haven't pulled the trigger but I've been watching it a few months.

ETFs: IGM, AIPO, TRFK, SPRX, SMH, QTUM, FRDM,

Stocks: PSIX, ORCL, AMZN, PINS,

EDIT: Add WIX

MSFT is pissing me off with their price increases with GamePass (50% up) and 365 (30% up) announced in last few weeks.

Bring this up because I'm curious how these increases might impact them. Maybe not at all. I'm for sure cancelling GamePass because we have a cheaper, better alternative, but I'm stuck with 365. Wife won't be brave enough to ditch it and look at open source. Google equivalent is trash.

Kraken Robotics busted the $6 barrier today. One of my largest speculative holdings just keeps getting better.

AST Spacemobile on a tear again as well.

I have swapped Intermap (ITMSF) for Planet Labs; more growth runway long-term.

Figure (FIGR) a new 2026 position. Lots of momentum around tokenization.

Two good stocks to have the next 5 years is RKLB and ASTA. Both are space stocks, Rocket Lab is #2 in the industry to SpaceX and growing greatly, ASTS out of Texas is putting their Bluebird large 2,400 square foot SpaceMobile satellite constallations for cell phone use. In contrast to satellite constellations that plan to deploy thousands of spacecraft, AST SpaceMobile intends to provide global coverage using approximately 90 satellites equipped with large antenna arrays. ASTS in past year has gone from $20 to $118. RKLB has gone from $20 to $96.

Three other in the same sectors that I have positions in are PL, RDW and BKSY. Alll should do well over the next few years. Another interesting one is SIDU, a newer company but has moved wildly pricewise. I have been in and out twice now with 50% gains each time. They received a large gov contract, Now out, but watching closely. Goes down below $3 again, I get back in,

These small and large aggressive growth stocks, as you can see, the prices go up and down widely often within days based on little or not news, Lots of institutional profit taking,

I recommend two things, One, if you are up significantly, put a trailing stop loss on the stock of maybe 10% or so, Protect your money put into it.,

Secondly, keep an eye on inside trading of a stock. If insiders are sell or buying, it may not mean a thing, but if also could mean there's unannounced news that just hasn't come out. Here's a site that give the Form 4 sales/buys of any stock. This one is for ASTS AST SpaceMobile Inc. (ASTS) - Insider Trading Form 4 Filings

Another interesting site to follow is rocketlaunch.org They give all the space launches each week in an email each Monday. People don't realize that we have from about eight to more than 20 launches a week from somewhere in the world.

There are currently 365 planned launches from spaceports worldwide.

$GMG

dds08 said:

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$GMG

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Do you mean this one? And if so, where were you about 3 weeks ago?

dds08 said:

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$GMG

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I have 1,000 shares that I bought in early 2025 at about $1. Great run so far,

Thunderstruck xx said:

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NoahAg said:

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Did someone on this board suggest QBTS?
I'm up 73% since I started buying in May. Unfortunately, as usual, I didn't buy enough.

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I heard about QBTS and RGTI from texags. I am up 250% on QBTS and up 350% on RGTI. And yes I didn't buy enough too. I should have added an extra zero to the end of my investment.

These are my little portfolio of stocks which are all tied to computing, AI, and energy that I'm betting on. I've made over $20k on them since the spring/summer, but yeah, I could have added another zero to that by investing more.

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How do you feel about QBTS and RGTI as we frame them with today lens? RGTI lost over half of its value within this time period, and QBTS is around the same. Opportunity to strengthen position in each?

MS08 said:

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Thunderstruck xx said:

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NoahAg said:

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Did someone on this board suggest QBTS?
I'm up 73% since I started buying in May. Unfortunately, as usual, I didn't buy enough.

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I heard about QBTS and RGTI from texags. I am up 250% on QBTS and up 350% on RGTI. And yes I didn't buy enough too. I should have added an extra zero to the end of my investment.

These are my little portfolio of stocks which are all tied to computing, AI, and energy that I'm betting on. I've made over $20k on them since the spring/summer, but yeah, I could have added another zero to that by investing more.

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How do you feel about QBTS and RGTI as we frame them with today lens? RGTI lost over half of its value within this time period, and QBTS is around the same. Opportunity to strengthen position in each?

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I think the major four or five quantum stocks will do very well over the next five years. I have some of all, The one risk is that IBM, who is in Quantum now, and Nvdia and other giants go big into quantum computers and hurt the small struggling companies,

I've been busy trying to decide how big a position I want in $LEU vs $GEV.

EQPT

CEPT - this is a SPAC that is fixing to merge with Securitize. They have a tokenized trading platform for tradable real world assets. Some big backers here and no dilutions. This is not your grandpa's SPAC. Tokenized trading is coming like a freight train.

https://toptickresearch.substack.com/p/securitize-inc-powering-the-future?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=true

In at 38$. Net free 150 shares. Still want to add if it dips below 90$

Out of curiosity, why? I'm in the industry and know them fairly well. I'm not disagreeing, just curious why

2wealfth Man said:

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CEPT - this is a SPAC that is fixing to merge with Securitize. They have a tokenized trading platform for tradable real world assets. Some big backers here and no dilutions. This is not your grandpa's SPAC. Tokenized trading is coming like a freight train.

https://toptickresearch.substack.com/p/securitize-inc-powering-the-future?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=true

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The rabbit hole I went down reading about CEPT and Securitize was worth it. Fascinating info. Definitely gonna jump in on this.

I bought some BOOM, SM, and TERCF today. All wildly different companies.

Top 5 - Long hold on all
Tsla, NVDA, Aapl, AMD, Pltr

2wealfth Man said:

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CEPT - this is a SPAC that is fixing to merge with Securitize. They have a tokenized trading platform for tradable real world assets. Some big backers here and no dilutions. This is not your grandpa's SPAC. Tokenized trading is coming like a freight train.

https://toptickresearch.substack.com/p/securitize-inc-powering-the-future?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=true

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I remember NFTs

Great news on Securitize. Data from the S-4 (which was filed yesterday) looking really good financial-wise. Public listing is now just a matter of time once the comment period passes. I am going to dig into it this weekend.

The $CEPT (@Securitize) S-4 filing last night shows serious upside. See my attached chart 📈

• Revenue exploded 841% YoY to $55.6M, with EBITDA margins ~45% — nearly double projections. 🧨

• Investor Deck Projections: $16M EBITDA for FULL YEAR 2025.
• Actuals (for 9… pic.twitter.com/ZfNoSQboWm

— Top Tick (@TopTickResearch) January 29, 2026

SCHD, SCHG, SCHB yes I like Charles Schwab ETFs low service fees

I would laugh my ass off if they created a high tech fund and called it SCHT



SPYM , Fidelity 500, and Fidelity Target Date Retirement 2045/2050

No individual stocks for me , I'm what my younger investor buddies call the boring investor , I prefer to be called the tortoise

Plan to hold for the long term but in about 10 years I will slowly transition my SCHG and SPYM for JEPI and JEPQ and start living off dividends and slow down my work hours