Applying moat matrix to quantum computing involves analyzing the strengths, barriers to entry, and competitive moats of players in this field across various dimensions. Here’s an example of how the moat matrix could be structured for quantum computing: 1. Technological Edge • Strong Moat: Companies with proprietary quantum algorithms, advanced quantum processors (e.g., superconducting qubits, trapped ions, topological qubits), and significant breakthroughs in quantum error cor...
$NVIDIA (NVDA.US)$Stop worrying, it's Nvidia!!! Don't look for instant gratification. Accumulate on the dips and when it Rockets 🚀 collect your profit. Do you think the best company in the world is going to stay at 141? you must be nuts.
$NVIDIA (NVDA.US)$ it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
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Ultratech
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looks like ppl are impatient. ppl don't seem to understand how good stocks keep going up
1. Technological Edge
• Strong Moat: Companies with proprietary quantum algorithms, advanced quantum processors (e.g., superconducting qubits, trapped ions, topological qubits), and significant breakthroughs in quantum error cor...
New Positions
$Taiwan Semiconductor (TSM.US)$ , $Broadcom (AVGO.US)$ , $Johnson & Johnson (JNJ.US)$ , $Pfizer (PFE.US)$ , $Coca-Cola (KO.US)$ , $Occidental Petroleum (OXY.US)$
Sold out Positions
$Disney (DIS.US)$
Increased Positions
$Novo-Nordisk A/S (NVO.US)$ , $AstraZeneca (AZN.US)$ , $Huntington Ingalls Industries (HII.US)$
Decreased Positions
None
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it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all
it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
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