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IonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings

2025-12-20

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in","listText":"all in","text":"all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/561468845302064","repostId":"2633633961","repostType":2,"repost":{"id":"2633633961","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1778108655,"share":"https://ttm.financial/m/news/2633633961?lang=en_US&edition=fundamental","pubTime":"2026-05-07 07:04","market":"sh","language":"en","title":"IonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2633633961","media":"Dow Jones","summary":"IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the \" Nvidia player\" of the quantum industry. That conviction only has solidified.\"It's always the ambition to be the Nvidia of quantum, and we're demonstrating we're on track for that,\" CEO Niccolo de Masi told Barron's ahead of IonQ's first-quarter earnings report. \"These exponential curves are really compelling for shareholders, for our customers, and for our partners.\". The company's latest financial results, posted after Wednesday's market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More tha","content":"<html><head></head><body><p>IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the &#34; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> player&#34; of the quantum industry. That conviction only has solidified.</p><p>&#34;It&#39;s always the ambition to be the Nvidia of quantum, and we&#39;re demonstrating we&#39;re on track for that,&#34; CEO Niccolo de Masi told Barron&#39;s ahead of IonQ&#39;s first-quarter earnings report. &#34;These exponential curves are really compelling for shareholders, for our customers, and for our partners.&#34;</p><p>The company&#39;s latest financial results, posted after Wednesday&#39;s market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.</p><p>IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.</p><p>Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.</p><p>Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> fell 4.7%; <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>, and <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> fell more than 3% each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b658abebd5f4335f8a829e99c122025\" tg-width=\"872\" tg-height=\"284\"/></p><p>Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday&#39;s session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.</p><p>Although some investors may feel IonQ isn&#39;t making progress as quickly as it should be, there were signs of improvement along the company&#39;s bottom-line.</p><p>IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.</p><p>For de Masi, who has long been as the company&#39;s most vocal advocate, IonQ&#39;s latest quarter was business as usual. &#34;When we say we&#39;re going to hit something, we always deliver,&#34; he said. &#34;And the same is true on the numbers. Our goal is to be the first to 10 figures.&#34; (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)</p><p>Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.</p><p>IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as &#34;the biggest merchant supplier to the sector.&#34; Horizon <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> agreed last month to purchase one of IonQ&#39;s systems to serve as a testbed for its quantum software.</p><p>It&#39;s no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.</p><p>&#34;Quantum, a year and a half ago, might&#39;ve been at a place where businesses and governments could sit by and wait a year or two or three, &#34; the CEO said. &#34;But quantum is doubly exponential. It&#39;s coming a lot faster than that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-07 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the &#34; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> player&#34; of the quantum industry. That conviction only has solidified.</p><p>&#34;It&#39;s always the ambition to be the Nvidia of quantum, and we&#39;re demonstrating we&#39;re on track for that,&#34; CEO Niccolo de Masi told Barron&#39;s ahead of IonQ&#39;s first-quarter earnings report. &#34;These exponential curves are really compelling for shareholders, for our customers, and for our partners.&#34;</p><p>The company&#39;s latest financial results, posted after Wednesday&#39;s market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.</p><p>IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.</p><p>Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.</p><p>Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> fell 4.7%; <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>, and <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> fell more than 3% each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b658abebd5f4335f8a829e99c122025\" tg-width=\"872\" tg-height=\"284\"/></p><p>Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday&#39;s session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.</p><p>Although some investors may feel IonQ isn&#39;t making progress as quickly as it should be, there were signs of improvement along the company&#39;s bottom-line.</p><p>IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.</p><p>For de Masi, who has long been as the company&#39;s most vocal advocate, IonQ&#39;s latest quarter was business as usual. &#34;When we say we&#39;re going to hit something, we always deliver,&#34; he said. &#34;And the same is true on the numbers. Our goal is to be the first to 10 figures.&#34; (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)</p><p>Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.</p><p>IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as &#34;the biggest merchant supplier to the sector.&#34; Horizon <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> agreed last month to purchase one of IonQ&#39;s systems to serve as a testbed for its quantum software.</p><p>It&#39;s no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.</p><p>&#34;Quantum, a year and a half ago, might&#39;ve been at a place where businesses and governments could sit by and wait a year or two or three, &#34; the CEO said. &#34;But quantum is doubly exponential. It&#39;s coming a lot faster than that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","HOLO":"MicroCloud Hologram Inc.","BK4529":"IDC概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4527":"明星科技股","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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TREND \"AI\" (EUR) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633633961","content_text":"IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the \" Nvidia player\" of the quantum industry. That conviction only has solidified.\"It's always the ambition to be the Nvidia of quantum, and we're demonstrating we're on track for that,\" CEO Niccolo de Masi told Barron's ahead of IonQ's first-quarter earnings report. \"These exponential curves are really compelling for shareholders, for our customers, and for our partners.\"The company's latest financial results, posted after Wednesday's market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers D-Wave Quantum fell 4.7%; Rigetti Computing, and Quantum Computing fell more than 3% each.Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday's session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.Although some investors may feel IonQ isn't making progress as quickly as it should be, there were signs of improvement along the company's bottom-line.IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.For de Masi, who has long been as the company's most vocal advocate, IonQ's latest quarter was business as usual. \"When we say we're going to hit something, we always deliver,\" he said. \"And the same is true on the numbers. Our goal is to be the first to 10 figures.\" (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as \"the biggest merchant supplier to the sector.\" Horizon Quantum agreed last month to purchase one of IonQ's systems to serve as a testbed for its quantum software.It's no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.\"Quantum, a year and a half ago, might've been at a place where businesses and governments could sit by and wait a year or two or three, \" the CEO said. \"But quantum is doubly exponential. It's coming a lot faster than that.\"","news_type":1,"symbols_score_info":{"QBTZ":0.6,"QUBX":0.6,"IONQ":2,"IOYY":0.6,"IONX":0.6,"QBTX":0.6,"RGYY":0.6,"RGTI":2,"ARQQ":2,"IONL":0.6,"IONZ":0.6,"QUBT":2,"RGTX":0.6,"RGTU":0.6,"QMCO":2,"HOLO":2,"RGTZ":0.6,"BTQ":2,"QBTS":2,"LAES":2,"QBY":0.6}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512661314245320,"gmtCreate":1766189098114,"gmtModify":1766189102230,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512661314245320","repostId":"511395756875848","repostType":1,"repost":{"id":511395756875848,"gmtCreate":1765865348638,"gmtModify":1765865469669,"author":{"id":"4111534201015342","authorId":"4111534201015342","name":"jfsrevg","avatar":"https://community-static.tradeup.com/news/ee02d7fb604ca04ecc1f7458c0d22e86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111534201015342","idStr":"4111534201015342"},"themes":[],"title":"45 Liquid Mega Names Ranked by 1-Month Relative Strength","htmlText":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>","listText":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>","text":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: $Upstart Holdings, Inc.(UPST)$ $UnitedHealth(UNH)$ $Tesla Motors(TSLA)$ $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Palantir Technologies Inc.(PLTR)$ $Reddit(RDDT)$","images":[{"img":"https://community-static.tradeup.com/news/527ae6f31526dffbf8c4447d22c3f2b7","width":"674","height":"742"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511395756875848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450406206350008,"gmtCreate":1750990619317,"gmtModify":1750991490935,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01788\">$GUOTAI JUNAN I(01788)$</a> &nbsp;buy now and fly to the moon","listText":"<a href=\"https://ttm.financial/S/01788\">$GUOTAI JUNAN I(01788)$</a> &nbsp;buy now and fly to the moon","text":"$GUOTAI JUNAN I(01788)$ buy now and fly to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450406206350008","isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450405270221248,"gmtCreate":1750990598774,"gmtModify":1750991484924,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00308\">$CHINA TRAVEL HK(00308)$</a> &nbsp; Buy now to the moon","listText":"<a href=\"https://ttm.financial/S/00308\">$CHINA TRAVEL HK(00308)$</a> &nbsp; Buy now to the moon","text":"$CHINA TRAVEL HK(00308)$ Buy now to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450405270221248","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341389032468480,"gmtCreate":1724368867378,"gmtModify":1724374776330,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341389032468480","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186535079776376,"gmtCreate":1686580199236,"gmtModify":1686581183316,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"Hi I am new enjoy trading all","listText":"Hi I am new enjoy trading all","text":"Hi I am new enjoy trading all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186535079776376","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":561468845302064,"gmtCreate":1778109142662,"gmtModify":1778109145807,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"all in","listText":"all in","text":"all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/561468845302064","repostId":"2633633961","repostType":2,"repost":{"id":"2633633961","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1778108655,"share":"https://ttm.financial/m/news/2633633961?lang=en_US&edition=fundamental","pubTime":"2026-05-07 07:04","market":"sh","language":"en","title":"IonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2633633961","media":"Dow Jones","summary":"IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the \" Nvidia player\" of the quantum industry. That conviction only has solidified.\"It's always the ambition to be the Nvidia of quantum, and we're demonstrating we're on track for that,\" CEO Niccolo de Masi told Barron's ahead of IonQ's first-quarter earnings report. \"These exponential curves are really compelling for shareholders, for our customers, and for our partners.\". The company's latest financial results, posted after Wednesday's market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More tha","content":"<html><head></head><body><p>IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the &#34; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> player&#34; of the quantum industry. That conviction only has solidified.</p><p>&#34;It&#39;s always the ambition to be the Nvidia of quantum, and we&#39;re demonstrating we&#39;re on track for that,&#34; CEO Niccolo de Masi told Barron&#39;s ahead of IonQ&#39;s first-quarter earnings report. &#34;These exponential curves are really compelling for shareholders, for our customers, and for our partners.&#34;</p><p>The company&#39;s latest financial results, posted after Wednesday&#39;s market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.</p><p>IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.</p><p>Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.</p><p>Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> fell 4.7%; <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>, and <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> fell more than 3% each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b658abebd5f4335f8a829e99c122025\" tg-width=\"872\" tg-height=\"284\"/></p><p>Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday&#39;s session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.</p><p>Although some investors may feel IonQ isn&#39;t making progress as quickly as it should be, there were signs of improvement along the company&#39;s bottom-line.</p><p>IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.</p><p>For de Masi, who has long been as the company&#39;s most vocal advocate, IonQ&#39;s latest quarter was business as usual. &#34;When we say we&#39;re going to hit something, we always deliver,&#34; he said. &#34;And the same is true on the numbers. Our goal is to be the first to 10 figures.&#34; (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)</p><p>Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.</p><p>IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as &#34;the biggest merchant supplier to the sector.&#34; Horizon <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> agreed last month to purchase one of IonQ&#39;s systems to serve as a testbed for its quantum software.</p><p>It&#39;s no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.</p><p>&#34;Quantum, a year and a half ago, might&#39;ve been at a place where businesses and governments could sit by and wait a year or two or three, &#34; the CEO said. &#34;But quantum is doubly exponential. It&#39;s coming a lot faster than that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIonQ Doubles Down on Nvidia Comparison. Why the Stock Is Falling 7% After Blowout Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-07 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>IonQ set a high bar last year when its chief executive proclaimed that he saw the company becoming the &#34; <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> player&#34; of the quantum industry. That conviction only has solidified.</p><p>&#34;It&#39;s always the ambition to be the Nvidia of quantum, and we&#39;re demonstrating we&#39;re on track for that,&#34; CEO Niccolo de Masi told Barron&#39;s ahead of IonQ&#39;s first-quarter earnings report. &#34;These exponential curves are really compelling for shareholders, for our customers, and for our partners.&#34;</p><p>The company&#39;s latest financial results, posted after Wednesday&#39;s market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.</p><p>IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.</p><p>Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.</p><p>Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers <a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum</a> fell 4.7%; <a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>, and <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> fell more than 3% each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b658abebd5f4335f8a829e99c122025\" tg-width=\"872\" tg-height=\"284\"/></p><p>Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday&#39;s session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.</p><p>Although some investors may feel IonQ isn&#39;t making progress as quickly as it should be, there were signs of improvement along the company&#39;s bottom-line.</p><p>IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.</p><p>For de Masi, who has long been as the company&#39;s most vocal advocate, IonQ&#39;s latest quarter was business as usual. &#34;When we say we&#39;re going to hit something, we always deliver,&#34; he said. &#34;And the same is true on the numbers. Our goal is to be the first to 10 figures.&#34; (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)</p><p>Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.</p><p>IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as &#34;the biggest merchant supplier to the sector.&#34; Horizon <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> agreed last month to purchase one of IonQ&#39;s systems to serve as a testbed for its quantum software.</p><p>It&#39;s no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.</p><p>&#34;Quantum, a year and a half ago, might&#39;ve been at a place where businesses and governments could sit by and wait a year or two or three, &#34; the CEO said. &#34;But quantum is doubly exponential. It&#39;s coming a lot faster than that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","HOLO":"MicroCloud Hologram Inc.","BK4529":"IDC概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4527":"明星科技股","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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That conviction only has solidified.\"It's always the ambition to be the Nvidia of quantum, and we're demonstrating we're on track for that,\" CEO Niccolo de Masi told Barron's ahead of IonQ's first-quarter earnings report. \"These exponential curves are really compelling for shareholders, for our customers, and for our partners.\"The company's latest financial results, posted after Wednesday's market close, beat along top-line metrics. For the first quarter, IonQ recorded an adjusted loss of 34 cents a share, narrower than the 46-cent loss analysts had anticipated. Revenue grew 55% year-over-year to $64.7 million, surpassing the FactSet consensus estimate of $49.8 million.IonQ emphasized that commercial customers accounted for more than half of that amount -- a promising indicator in an industry hungry for signs of enterprise adoption. More than a quarter of revenue came from clients buying multiple products.Remaining performance obligations -- the value of signed, firm contracts for goods or services not yet fully delivered -- rose 554% year-over-year to $470 million. That staggering growth served as the impetus behind a full-year guidance raise, with IonQ targeting between $260 million and $270 million in revenue in 2026, up from prior calls for $235 million. Analysts were looking for roughly $236 million.Still, the stock tumbled 7.46% in after-hours trading Wednesday. Pure play peers D-Wave Quantum fell 4.7%; Rigetti Computing, and Quantum Computing fell more than 3% each.Investors had maintained high expectations heading into the report, potentially accounting for the reversal in extended trading. Shares ended Wednesday's session up 9.5% as the broader tech sector rallied. The most likely explanation is that quantum is still viewed as a speculative investment.Although some investors may feel IonQ isn't making progress as quickly as it should be, there were signs of improvement along the company's bottom-line.IonQ recorded $805.4 million in first-quarter net income, compared with a loss of $32.3 million in the same period last year. This marks the second consecutive quarter IonQ was in the black, after reporting $753.7 million in net income last quarter.For de Masi, who has long been as the company's most vocal advocate, IonQ's latest quarter was business as usual. \"When we say we're going to hit something, we always deliver,\" he said. \"And the same is true on the numbers. Our goal is to be the first to 10 figures.\" (Last year, IonQ became the first quantum pure-play to surpass $100 million in annual revenue under generally accepted accounting principles.)Growing traction among commercial clients could fuel these ambitions. In the first quarter, the company sold its first 256-qubit system to the University of Cambridge, anchored by a partnership with the institution.IonQ is also collaborating with other quantum companies in its goal to establish itself as de Masi describes as \"the biggest merchant supplier to the sector.\" Horizon Quantum agreed last month to purchase one of IonQ's systems to serve as a testbed for its quantum software.It's no coincidence IonQ is seeing its strongest performance at a time when quantum is being taken more seriously. De Masi himself has become a frequent expert witness and advisory collaborator for the U.S. government on quantum policy, and IonQ has a track record of collaborating with federal agencies.\"Quantum, a year and a half ago, might've been at a place where businesses and governments could sit by and wait a year or two or three, \" the CEO said. \"But quantum is doubly exponential. It's coming a lot faster than that.\"","news_type":1,"symbols_score_info":{"QBTZ":0.6,"QUBX":0.6,"IONQ":2,"IOYY":0.6,"IONX":0.6,"QBTX":0.6,"RGYY":0.6,"RGTI":2,"ARQQ":2,"IONL":0.6,"IONZ":0.6,"QUBT":2,"RGTX":0.6,"RGTU":0.6,"QMCO":2,"HOLO":2,"RGTZ":0.6,"BTQ":2,"QBTS":2,"LAES":2,"QBY":0.6}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512661314245320,"gmtCreate":1766189098114,"gmtModify":1766189102230,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512661314245320","repostId":"511395756875848","repostType":1,"repost":{"id":511395756875848,"gmtCreate":1765865348638,"gmtModify":1765865469669,"author":{"id":"4111534201015342","authorId":"4111534201015342","name":"jfsrevg","avatar":"https://community-static.tradeup.com/news/ee02d7fb604ca04ecc1f7458c0d22e86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111534201015342","idStr":"4111534201015342"},"themes":[],"title":"45 Liquid Mega Names Ranked by 1-Month Relative Strength","htmlText":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>","listText":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>","text":"My latest 45-name Liquid Mega list, ranked by 1-month relative strength. I’ve also included an “Average $ Volume” column to show liquidity, along with the available liquid leverage and inverse proxies for each name as a reference guide.Strongest to weakest by 1-month relative strength: $Upstart Holdings, Inc.(UPST)$ $UnitedHealth(UNH)$ $Tesla Motors(TSLA)$ $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Palantir Technologies Inc.(PLTR)$ $Reddit(RDDT)$","images":[{"img":"https://community-static.tradeup.com/news/527ae6f31526dffbf8c4447d22c3f2b7","width":"674","height":"742"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511395756875848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450406206350008,"gmtCreate":1750990619317,"gmtModify":1750991490935,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01788\">$GUOTAI JUNAN I(01788)$</a> &nbsp;buy now and fly to the moon","listText":"<a href=\"https://ttm.financial/S/01788\">$GUOTAI JUNAN I(01788)$</a> &nbsp;buy now and fly to the moon","text":"$GUOTAI JUNAN I(01788)$ buy now and fly to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450406206350008","isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450405270221248,"gmtCreate":1750990598774,"gmtModify":1750991484924,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00308\">$CHINA TRAVEL HK(00308)$</a> &nbsp; Buy now to the moon","listText":"<a href=\"https://ttm.financial/S/00308\">$CHINA TRAVEL HK(00308)$</a> &nbsp; Buy now to the moon","text":"$CHINA TRAVEL HK(00308)$ Buy now to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450405270221248","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341389032468480,"gmtCreate":1724368867378,"gmtModify":1724374776330,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341389032468480","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186535079776376,"gmtCreate":1686580199236,"gmtModify":1686581183316,"author":{"id":"4092301268528130","authorId":"4092301268528130","name":"Jayquek","avatar":"https://community-static.tradeup.com/news/8b699b00bfbe8a2678905c412797ec3a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092301268528130","idStr":"4092301268528130"},"themes":[],"title":"","htmlText":"Hi I am new enjoy trading all","listText":"Hi I am new enjoy trading all","text":"Hi I am new enjoy trading all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186535079776376","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}