$QUBT 20260116 25.0 CALL$ After 2 weeks of staying in this trade. My Calls Options on QUBT had double and I took a profit after the stock rally last nite. Here are my thoughts and why I pick QUBT.

I enter a buy based on technical because QUBT has a green hammer, indicated it has more buyer and it it at mid point of the long green panel. I could have place at 2 and if I look at the actual stock chart at point 3 is at support of MA20. That will be rocket 🚀 to the moon 🌕

📍Disclaimer:⚠️ I’m not a licensed financial adviser. This post reflects my personal trading review and education only. Please do your own diligence, research and seek qualified professional advice before investing.

🚀 Introduction: What's QUBT?Quantum Computing Inc. ($Quantum Computing Inc.(QUBT)$  ) is a early-stage quantum / photonics player. 

Its strategy✒️: 

Build integrated photonic optics hardware and systems (e.g. thin-film lithium niobate photonic chips, entangled photon sources, quantum authentication, etc.) that can operate at 🌡ROOM temperature and scale. 

⚠️ Up to now, QUBT has been more promise than profit. Its revenues have been minimal〽️ , losses significant❗️ and execution risks high❌️. 

But in late 2025, the stock has captured strong momentum — fueled by 

-Strategic capital raises🗼

-Milestone deliveries🎪

-Rising confidence in quantum technologies.👍

😆Let's break down why the optimism is high (and what could go wrong🤔) in a SWOT + catalyst + outlook structure.

🔍 SWOT Analysis for QUBT

Strengths💪

• Deep institutional capital backing — recent large raises. 

• Real hardware / foundry capability (not pure theory). 

• Credibility via government / research contracts. 

• Positioned in a high-potential frontier tech (quantum + photonics).

Weakness❌️

• Almost no meaningful revenue; large losses. 

• Execution risk in scaling hardware. 

• High cash burn and potential for dilution. • Valuation appears stretched vs fundamentals.

Opportunities 📈

• If one or more products gain adoption, upside is large. 

• More contracts from government / defense / space. 

• Licensing or foundry business potential. • Sector tailwinds (AI, sensors, network security).

Threat⚔️

• Technological setbacks (yield, stability, coherence). 

• Increased competition ($Rigetti Computing(RGTI)$ , $D-Wave Quantum Inc.(QBTS)$ , $IONQ Inc.(IONQ)$  ). 

• Regulatory / capital markets backlash if claims are unsubstantiated. 

• Market rotation away from speculative “story” plays. 

🔑 Key takeaway:

QUBT's strength lies in its boldness and backing; its greatest weakness is that many crucial steps ahead are still unproven.

⚡Current Catalysts (as of October 2025)

Here are the main triggers driving the recent surge and making observers bullish:

📍$500 Million Oversubscribed Private Placement

-In September 2025, QUBT announced a $500M private placement (26,867,276 shares) at market price, pushing its cash reserves toward ~$850M.

This raise is described as oversubscribed, meaning demand outpaced supply — signaling institutional conviction.

Earlier $200M Raise in June

Earlier in June 2025, QUBT also raised $200M via private placement, bringing its cash position above $350M. 

📍Commercial Deliveries & Product Validation

The first commercial entangled photon source was shipped to a South Korean research institution, validating QUBT’s hardware capabilities.

📍The foundry in Tempe, AZ (for thin-film lithium niobate photonic chips) is being readied and has already secured pre-orders / purchase orders. 

📍QUBT also boasts NASA🚀 and 🏛 government-adjacent contracts leveraging its “Dirac” optimization solvers for LiDAR and remote sensing use cases. 

📍Momentum & Market Narrative Shift

Analysts are raising price targets and assigning buy ratings. (e.g. coverage calling QUBT a risk-tolerant “buy”) 

📍The broader quantum / advanced computing sector is in vogue, fueled by breakthroughs (in peers) and renewed government focus on quantum strategies. 

💪Strong volume, options interest, and price momentum cycles reinforce speculative flows.

🏛Institutional & Strategic Participation

Among the new investors in the $500M raise were existing major shareholders plus new global asset managers, giving both continuity and fresh endorsement. 

📍Repricing / Technical Signals

The massive capital raises themselves, despite dilution risks, have been interpreted as re-rating signals: the company and the market are effectively saying, “We’re entering a new phase.”

⚠️One note of caution: when QUBT announced the $500M offering, the stock initially dropped ~13% — likely reflecting dilution fear. 

But many bulls interpret such pullbacks as “buy the dip” moments in high-conviction stories.

🔮 Outlook: 3 Months & 1 Year

📅 Next 3 Months

Catalyst watching: expect announcements of major contracts, new purchase orders, or sales to institutional customers (defense, space, telecom).

Revenue inflection possibility: even modest deals or licensing revenue (in the hundreds of thousands) could be powerful signals.

Foundry ramp tracking: How well the photonic chip foundry in Tempe performs (yield, throughput, cost) will matter.

Dilution / burn monitoring: the company will likely spend heavily, so burn rate, additional capital raises, or expense control must be visible.

Sentiment swings: given its speculative nature, QUBT is likely to see sharp moves on both good and bad news — volatility should be expected.

Base-case scenario (3 months): stock consolidates upward; new wins validate optimism and provide support.

Bear-case scenario: delays, product issues, or weak contract wins provoke investor jitters and a pullback.

📈 1-Year Horizon

Commercial traction: if QUBT can convert technology into paying customers (e.g. telecom, cybersecurity, remote sensing), then valuation starts having grounding.

Recurring revenue pipeline: establishment of licensing, service, or foundry revenue streams contributes to predictability.

Expansion / partnerships: M&A, strategic alliances, or partnerships with larger tech players or defense agencies could amplify reach.

Multiple re-rating potential: if growth metrics align, multiples may expand (investors reward proof, not just promise).

Risk management: even as revenue grows, costs and scale issues must be managed; competition intensifies.

If successful, QUBT could move from a speculative “moonshot bet” to a credible “quantum platform play.” But 12 months from now, if execution flops, the downside may be steep as sentiment reverses.

🧭 Bottom Line

Quantum Computing Inc. (QUBT) is a high-octane speculative play riding on the promise of next-generation photonic quantum hardware. Its valuation is very aggressive, but recent moves suggest the narrative may be shifting from pure hype to something with more substance.

Its strengths lie in massive capital backing, initial customer / contract validation, and real hardware ambitions.

Its risks are that scaling quantum hardware is extremely difficult, revenues are currently negligible, and any technological or execution misstep can sharply penalize the stock.

In the short term (3 months), the market will likely punish or reward new contracts, deliveries, and execution signals.

In the medium term (1 year), the question is whether QUBT can start turning its promise into a recurring, scalable business.

If you're a risk-tolerant investor, QUBT presents a compelling asymmetric bet: limited downside (if well funded) and potentially large upside if even part of the roadmap succeeds. But tread carefully — in this frontier tech space, the line between hero and cautionary tale is thin.

@MojoStellar  @Terra_Incognita  @TigerClub  @MillionaireTiger  @TigerPicks