๐Ÿšจ QUANTUM WINTER IS HERE โ€” $30B+ ERASED IN 29 DAYS ๐Ÿ”ฅโ„๏ธ

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11-15

$Rigetti Computing(RGTI)$ $Quantum Computing Inc.(QUBT)$ $D-Wave Quantum Inc.(QBTS)$ $IONQ Inc.(IONQ)$ The Four Horsemen of the Quantum Apocalypse just delivered the fastest sector wipeout since March 2020.

๐Ÿฉธ $RGTI โ†˜ 54% ($58 โ†’ $26) ๐Ÿฉธ $QUBT โ†˜ 53% ($27 โ†’ $10) ๐Ÿฉธ $QBTS โ†˜ 42% ($47 โ†’ $24) ๐Ÿฉธ $IONQ โ†˜ 44% ($85 โ†’ $46)

Average drawdown: โˆ’48.25% in under 4 weeks. Thatโ€™s not a correction. Thatโ€™s a capitulation.

The fundamentals were always insane:

  • 200โ€“900x forward sales

  • Negative gross margins in some cases

  • Quarterly cash burn $25Mโ€“$80M each

  • Useful, fault-tolerant machines still 15โ€“30 years out (Oxford, MIT, Google Quantum AI estimates)

This was never investing. This was 2021 meme-stock energy wearing a lab coat.

The trigger? Reality showed up. No revenue inflection, no error-correction breakthrough, no surprise DoD contracts big enough to justify $20B+ combined valuations. Just dilution, lock-up expirations, and insiders quietly hitting the bid.

Exactly like dot-com era: Pets.com had $300M revenue run-rate โ†’ $3B valuation โ†’ zero. These companies have $2โ€“$15M revenue โ†’ were priced at $5โ€“$18B โ†’ now evaporating.

Difference this time? The crash is happening while the tech still works in principle โ€” itโ€™s just three decades early.

Most dangerous words in investing: โ€œThis time itโ€™s different because itโ€™s quantum.โ€

Itโ€™s not different. Valuation gravity always wins.

If you bought the top, condolences. If youโ€™re short or in cash โ€” congratulations, you just lived through the fastest $30 billion wealth transfer of 2025.

The quantum revolution is still coming. But the stocks? They just went back to 2023 levels in 29 days.

Welcome to Quantum Winter 2.0 ๐ŸงŠโ„๏ธ๐Ÿชฆ

Whoโ€™s still holding the bag? Drop your horror stories below ๐Ÿ‘‡

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๐Ÿ“ Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

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