Quantum eMotion (QNC.V)

You could buy here, leaving room for additional thirds just under $3 and maybe in the low $2s. Cybersecurity, quantum random number generator. Caught the eye of end users in finance, healthcare, and cloud infrastructure. Just accepted to list on the NASDAQ. Lots of tailwinds.

He has a small position. Fun note:  Yesterday, April 14, was World Quantum Day, because the first number in Planck's constant is 4.14  :)

Recognizes that the cybersecurity side of quantum will be a big deal, as you need to change the clothes that cybersecurity traditionally wears. Popped recently due to release of NASDAQ listing. Room to grow.

In the space, he owns QUBT plus IONQ, QBTS, and QNC -- about a 4-4.5% position across all those names. He'd buy a bit of each of these names.

QNC is in the 'random number/quantum' sector, but it is hard to evaluate their technology as they have no third-party endorsement through actual sales. It does have $25 million cash, but no revenue, losses and negative cash flow. Up neartly 2,000% in the past year, market cap is now $750M. But this is a speculative, sector play only and there is not much to go on. Expectations are very high--extreme in fact. Insiders own 4% and have been sellers this year. We cannot endorse it on any fundamentals. 
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In quantum, but more skewed toward security. Very cutting-edge mousetrap, which will be applicable in the whole quantum computing space and even into the crypto side of things. He'd recommend holding a 1-1.5% position in your portfolio; keep the position small because it's a small cap. 

As it appreciates, you can take some $$ off the table; as it dips, you can buy in. It's going to be around for quite a while.

Main play on the quantum side is security. Really complicated company, and no longer that small. Beginning to catch the eye of people around the world. Volatility coming from partnership announcements.

If you're hell-bent on buying this name, do it in quarters. Chart's volatile, but has also gone up a heck of a lot. 

His portfolios do have about 5% exposure (give or take) to quantum computing. Favourites: IONQ, QBTS, and QUBT.

Enhanced security solution for the faster quantum computers. Stock tends to make some pretty big moves. He continues to watch, especially on revenue and earnings. Other players are in the space. Depends what you can tolerate on risk and volatility.

Today announced launch of world's first quantum-safe hot wallet to be available Nov 1, stock's up 20%. The quantum-safe cold wallet will be launched as well. His team is checking it out, too. A big deal for this company, as they've been losing $$. This will be a big revenue generator.

In the space, he owns IONQ, QBTS, QUBT, and a small bit of RGTI.

Amazing move. Product looks interesting. Wants to see fundamentals and revenue generation come through from the promise of what the product can deliver. Talk of applications in crypto and cybersecurity.