Beyond 13F — activists, insiders, politicians & research
Watching · 2 mention(s), 0 personal-position post(s) · first 2025-10-20 · last 2025-10-23
“Breaking: U.S. Government moves to take stakes in quantum computing firms, a huge game-changer.
National security names - AI ( $NBIS ), Energy ( $TE ), Space ( $RKLB ), Minerals ( $MP ), Quantum ( $RGTI, $IONQ, $QBTS) - could see a violent reversal as shorts scramble to cover and MM hedging mechanically goes upward.
We now see a clear trend: Washington is deploying billions into national securit…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2025-10-23 | Breaking: U.S. Government moves to take stakes in quantum computing firms, a huge game-changer.
National security names - AI ( $NBIS ), Energy ( $TE ), Space ( $RKLB ), Minerals ( $MP ), Quantum ( $RGTI, $IONQ, $QBTS) - could see a violent reversal as shorts scramble to cover and MM hedging mechani… → · 230 likes · 57,664 views |
| 2025-10-20 | The difference is that $NBIS is doing 4-6B forward revenue in 2026 off ~70% gross margins.
The market cap is 28B and forward growth fundamentals are there to support valuation.
Quantum are pre-revenue with a lot of their income coming from interest instead of revenue. Companies like $RGTI and $QBT… → · 8 likes · 960 views |
| Report | Date | Stance |
|---|
| #91 — Market Memo: Seeing the Stag | 2025-04-03 | SHORT |