$Cerence (CRNC.US)$
Quantum-related stocks are significantly down today (in a sense, a buying opportunity?). This is also down here, but in fact, this is my AI focus stock. With the concept of voice AI for in-car operation, it has a demand for installation in self-driving vehicles, and thanks to NVIDIA's New Year's announcement, which caused the drop in quantum stocks today, it actually surged yesterday. With strong technical capabilities and solid financial statements, it is on an upward trend.
There is a high chance of returning to around $50 to $60, as the window was opened wide during the drop.

$SEALSQ Corp (LAES.US)$ In the first place, this is about "Quantum Security" not about the Quantum Computer category, so it was just a scapegoat for the leather jacket comment... I was able to attract a big whale to buy in the continuous circuit, so now I expect a rebound.

$D-Wave Quantum (QBTS.US)$ From the perspective of Jensen Huang, he thinks that quantum computers are evolving too quickly, and he currently does not feel the need for them nor find them useful. By specifically making this statement in public, it can also be seen as indicative of his impatience, confusion, and anxiety.

$SEALSQ Corp (LAES.US)$ For NVIDIA, the introduction of quantum computers into the market could have a revolutionary impact similar to the industrial revolution, rendering existing GPU architectures potentially worthless, so it's a natural negative comment. Perhaps, before quantum computers, connecting existing boards such as IWON to optoelectronics will take precedence, but I don't think it will take 15 years. Actually, I saw the actual machine before the IWON model was unveiled at the Osaka Expo, and it seems likely to be realized in a faster form considering the progress of optical quantum computers at the University of Tokyo, which also greatly solves the heat dissipation problem.