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米国株に夢中 Private ID: 181403486
2024年8月株取引デビュー。 ビリオネアになる!
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    $D-Wave Quantum (QBTS.US)$
    **MIAMI, December 13, 2024 (GLOBE NEWSWIRE)** - Defiance ETFs announced that the Quantum Computing ETF 'QTUM' has surpassed $0.4 billion in assets under management (AUM). This milestone indicates the growing interest in quantum computing.
    QTUM has recorded a year-to-date increase of over 40% as of December 11, 2024, making it the first ETF specialized in quantum computing. This ETF provides investment opportunities in companies building the computational infrastructure of the AI era. It includes major hold positions such as D-Wave Quantum (NYSE: QBTS), IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), allowing access to pure-play innovator companies driving the next generation of rapidly growing technologies.
    The benchmark index for this ETF is the 'BlueStar Quantum Computing and Machine Learning Index (BQTUM)', covering approximately 70 large, medium, and small entities across all market caps.
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    $BigBear.ai Holdings (BBAI.US)$
    **Growth factors and outlook for 2024 for BigBear.ai (BBAI)**
    ### **Growth Driven by Expanding Portfolio**
    BigBear.ai (BBAI) continues to expand its portfolio organically and inorganically through initiatives in various fields, driving continued growth. In early 2024, the acquisition of Pangiam Intermediate Holdings, providing Vision AI for the trade, travel, and digital identity markets, strengthened the AI portfolio.
    In August, through a subcontract with Concept Solutions, we won the Federal Aviation Administration (FAA) 'IT Innovation Procurement Strategy Contract (worth 0.24 billion dollars)', establishing an important role in the government sector.
    Furthermore, we have signed a Master Service Agreement with Heathrow Airport, the largest airport in Europe, and are working on the development of advanced AI technology to improve security, operational efficiency, and traveler experience.
    In October, we successfully implemented the 'veriScan Biometric Authentication Solution' at Denver International Airport.
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    $D-Wave Quantum (QBTS.US)$
    **D-Wave Quantum Inc. has completed an equity offering of $0.175 billion**
    **December 12, 2024 (Palo Alto, California) —**
    **D-Wave Quantum Inc. (NYSE: QBTS, hereinafter referred to as 'D-Wave' or 'the Company')** is a leader in the field of quantum computing systems, software, and services, known as the supplier of the world's first commercial quantum computer. The company announced today that it has completed a total fundraising of $0.175 billion through the previously announced $0.1 billion and $75 million 'At-the-Market (ATM)' equity offering program for common stock sales.
    The $75 million ATM program, which started on December 9, 2024 (Monday), was completed at an average cost of $4.8149 per share. During the same period, the volume-weighted average price (VWAP) of D-Wave stocks was $4.6625 (according to Bloomberg data). The company is expected to hold at least $0.160 billion in cash at the end of the fourth quarter of 2024.
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    $BigBear.ai Holdings (BBAI.US)$
    The stock price of BigBear.ai (BBAI) dropped by 15.44% to $3.09 on December 10, 2024 compared to the previous day. The main reasons for this decline could include the following points.
    1. **Large-scale stock sell-off by major shareholders**: Recently, BBAI Ultimate Holdings, LLC, a major shareholder, sold a total of 2,329 shares on November 27 and 29, worth approximately $4.32 million. [oai_citation:2, Major shareholder of BigBear.ai holdings sold shares worth $4.32 million].https://jp.investing.com/news/insider-trading-news/article-93CH-945038?utm_source=chatgpt.comFurthermore, around 5,969 shares worth approximately $15.9 million were sold on December 2 and 3. [oai_citation:1, Major shareholder of BigBear.ai holdings carried out a $15.9 million stock sale].https://jp.investing.com/news/insider-trading-news/article-93CH-948024?utm_source=chatgpt.comSuch large-scale sell-offs may create downward pressure on the stock market.
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    $D-Wave Quantum (QBTS.US)$
    **Expanding the portfolio is boosting the growth of Veru Inc**  
    The expanding portfolio in the field of quantum computing at D-Wave Quantum (QBTS) is a key element driving the company's growth. In the third quarter of 2024, revenue from Quantum Computing-as-a-Service increased by 41% compared to the same period last year, reaching 1.6 million dollars. This growth is attributed to an increase in average revenue per customer, reflecting the growing demand for D-Wave's cloud-based quantum computing services.
    To further accelerate this momentum, in the third quarter of 2024, service level agreements (SLAs) were introduced for Leap Quantum Cloud Services customers. This ensures high availability, reliability, and performance, supporting customers in transitioning their applications to production environments.
    Furthermore, D-Wave's technological advancements have attracted attention from National Security and private institutions. In the third quarter of 2024, the U.S. Department of Defense...
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    $Rigetti Computing (RGTI.US)$
    The surge in the stock price of Rigetti Computing is attributed to wise partnerships and an attractive quantum computing roadmap. Key elements that earn investors' trust include plans to release the "Ankaa 3" system with 84 quantum bits by the end of the year, and the introduction of a system exceeding 100 quantum bits by 2025. Partnerships with NVIDIA, Fermilab, and others, along with contracts with DARPA and the potential increase in US quantum-related funding, are boosting the company's strength.
    Despite financial challenges such as high research and development costs and liquidity issues, the development of scalable quantum technology and government support provide hope. Recent success in chip scaling and error correction particularly enhances Rigetti's advantages in the fiercely competitive quantum field.
    Furthermore, the US government's "Quantum Initiative" and the emergence of various domestic players in the field are expected to contribute to the rapid development of quantum computing technology. The prospects for the quantum industry look promising with continuous innovation and collaboration between different organizations and countries.
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    $Rigetti Computing (RGTI.US)$
    In my fourth month of stock debut. Achieved my first double burger! 🍔🍔
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    $D-Wave Quantum (QBTS.US)$
    The stock price increase of D-Wave Quantum Inc. (QBTS) is influenced by the following factors:
    ### 1. **Growth of the quantum computing market**
    The quantum computing market is forecasted to expand at an annual average growth rate (CAGR) of 29.7% over the next few years, with an expected economic impact of 1 trillion dollars. D-Wave is positioned as a leader in annealing quantum computing in this market, providing technology specialized in solving optimization problems【29】【30】.
    ### 2. **Achievements of commercial applications**
    D-Wave's technology is actually being used by major companies such as Mastercard, Deloitte, and Lockheed Martin, and practical applications in fields such as finance, manufacturing, and healthcare are progressing. This has led to the evaluation of the company's business model as realistic and profitable【29】【30】.
    ### 3. **Impact of technological innovation and events**
    D-Wave recently announced technological advancements at the "Quantum Technology Forum" at the University of Southern California.
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    $Rigetti Computing (RGTI.US)$
    The rise in the stock price of Rigetti Computing (RGTI) is mainly due to the advancement of quantum computing technology and expectations for related fields.
    ### Main Reasons for the Rise
    1. **Advancement of quantum computing**
    Rigetti is advancing the development of quantum processor (QPU) technology, with plans to release a 36-qubit system and deploy systems with over 100 qubits by the end of 2025. This technology has the potential to contribute to efficiency in various fields such as chemicals, AI, logistics, etc, and is garnering expectations from investors [41] [44].
    2. **Fundraising and Revenue Foundation**
    Recently, Rigetti has raised approximately 0.25 billion dollars in funding, securing development funds for long-term monetization. This is expected to enable profit achievement by 2028 [43].
    3. **Policy Tailwind**
    In the usa, there are ongoing bills related to quantum technology, which could significantly expand funding for research and development. This may lead to...
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    $BigBear.ai Holdings (BBAI.US)$
    **BigBear.ai (BBAI)** is sometimes referred to as the "Second Palantir." This is because both companies utilize AI and data analytics to support decision-making in government and commercial sectors. Below, we explain the reasons why BigBear.ai is called the "Second Palantir" and its characteristics.
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    ### **1. Specialization in AI and data analytics**
    BigBear.ai provides AI-driven predictive analytics and optimization solutions, focusing particularly on services for government and defense-related agencies.
    Palantir similarly provides decision support based on large-scale data through data integration and analysis platforms.
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    ### **2. Strong Relationship with the Government**
    - BigBear.ai has numerous contracts with the US government and defense agencies, with a notable focus on collaboration with the Department of Defense (DoD).
    - Palantir also counts the CIA and the Department of Defense as major clients, with government contracts being a significant source of revenue.
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