$Quantum Computing Inc.(QUBT)$Despite promising technology, QUBT stock is overvalued at 3000x P/S, making it a risky investment compared to peers like IonQ.The company’s revenues, which doubled YoY, However, the cost of revenues more than tripled over this period.Advanced tech but unpromising future when facing competition… Short for now
$IONQ Inc.(IONQ)$Compared to what $IBM(IBM)$$谷歌(GOOG)$ is producing… this company seems way behind in Qubit countsBut they are eager to commercialize in order to achieve revenue to boost market capitalization ultimately snowball their valuation and get more financing.IBM
$美光科技(MU)$Company entering a bearish cycle due to PCs and other consumer products demand is weak, putting pressure on earnings. Demand for high-bandwidth memory chips, critical to artificial intelligence, has jumped sequentially.And this bearish forecasting of earning accompanied by hawkish FOMC speech, led to a crash in the stock price…My view is still bullish for actual AI related companies… Entering a SCPut this weekSalt the market
$Broadcom(AVGO)$The next semiconductor leader, showing substantial growth this earning season. More potential to unleash, integrate the acquisition and boost the earnings completely!Wednesday FOMC Meeting adding uncertainty, giving a better price to Sell CSPut to obtain a position.Broadcom CEO Hock Tan
$博通(AVGO)$Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making.CSPut after financial report, seeking for long term opportunity.
$NVIDIA Corp(NVDA)$ China government’s ability to impact the U.S. semiconductor industry continues to decrease over time… China accounted for around 17% of Nvidia's revenue in the year to the end of January, sliding from 26% two years earlier. This retracement wont last long, should try either CSPut or OTM Call to secure a bullish position.
$Grayscale Bitcoin Trust(GBTC)$Bitcoin Record Milestone $100,000 - The New Era "Gold" or even a better version? As the price surge through $100,000, apparently it could become a complementary or a replacement for gold in many investors-portfolios. Apply option strategy such as Long Call/Covered Call/Bull Call Spread to match your speculation of the underlying asset.