Massive Returns And A Warning

SPEAKER_01 0:00

One year ago, I showed you stocks that went up over 1,000%, one of them up 1,050%. So if you put like$10,000 into that stock, you'd be looking at$115,000, which is life-changing money for most. Another one went up 827%, a third one went up, a third one went up 180%. These were all quantum computing stocks. And the thesis behind them wasn't just hype. It was one of the biggest technology shifts in human history. So let me show you why quantum computing is still one of the most important investment themes of the next decade. And then I'll show you what went horribly wrong for most investors who own these stocks. Now I warn you, this video is going to be information dense. I'm going to walk you through the entire quantum computing opportunity, three specific stocks, what happened to them, why most investors made a massive mistake, even though it went up like 10x. And to make sure this really lands for you, I'm going to give you a bonus, a full research report covering everything about to share with you plus more. You can download that for free. There's a link down below in the description and in the pinned comment. It's yours, it's free. So you get the most information out of this. And you should thank Winston for that. Where is he? There he is. You of course wrote that, didn't you? Didn't you, Winston? Sit down, little boy. This is what a slightly hungry, wet golden retriever looks like on a beautiful morning. He loves the rain. So why quantum computing? Okay, so before we talk about why these stocks and by what went wrong, let me show you what I mean. We talked about these stocks down here, slightly below where the breakout, or roughly where the breakout is indicated by our software, Trade Vision, and they went up like a thousand percent, right? You're like, woohoo! But the problem, of course, is a lot of people bought them at the top. Or they bought them and they didn't sell them, and they're looking at a great big, ugly, like minus 70% right now. That is a problem that almost every investor encounters again and again. And if that's happened to you, if you bought something, it went up and then it crashed. Let me know down below in the comments. So you put the ticker in there and share it with people. But Winston's got a solution for that. It's a very simple solution. And it is the selling rule book that Wall Street's been hiding from you for the last 50 years. And we're gonna give it to you. We're gonna run for the first time this year in 2026, a live when to sell in 2026 seminar. It's gonna be live, it's gonna be free, it's gonna be this weekend, it'll be at a time that's down below in the comments in the description, and it'll work for you Americans, it'll work for you people who live in the socialist republics of Europe and the UK. And you can all join me because I'll actually be in London as I'm I'm I'm doing it. It's probably the first and the last time we're gonna do this year. It is such a big deal because nobody understands this, nobody gets it, and everybody uses so much money on this silly mistake that we can avoid it, we can teach you in like an hour or two. So come and join me, grab yourself a ticket. There'll be no replay, don't ask for it, just be there on time if you care. Okay, links down below. But let's jump back a little bit further out into what is actually quantum computing. So give me the simple version. Regular computers, so like the you know, the stuff in your pocket, right? The one on your desk, the the the ones that think in zeros and ones, they think in yes or no, one thing at a time. Quantum computers are different. They use something called qubits, which can be one and zero at the same time. And I know my head just blew up as well. But think of it like this a regular computer reads a book one page at a time. A quantum computer reads every page at the same time. And that means problems that would take regular supercomputers millions of years to solve, a quantum computer can crack them in minutes. Not a theory. Google already's proved it. Their willow chip solved a problem in under five minutes that would take the best supercomputer on Earth 10 septillion years. Now that's a number so big it no longer really matters. But this is real, and this happened. This is but this is real, this is happening, and the money flowing into it proves it. What most retail investors miss, and we're gonna look at the in specific stocks in just a second, governments around the world are treating quantum computing like a nuclear bomb. It is not a nice to have, it is a must-have if you wish to survive. I am not, of course, suggesting everybody gets a nuclear bomb, but you get the idea when that kicked off, right? So in the United States, the Department of Energy renewed$625 million in funding for five national quantum research centers. The Department of Defense has requested almost a billion dollars for quantum-related RD. And the federal government is spending about$200 million per year just on sort of quantum computing activities outside of us. The NSF is investing$100 million. But it's not just America. No, it is worldwide. Yes. Governments have committed over$65 billion to quantum computing. And I'm throwing lots of numbers at you, and you're going like, numbers. Um, read the report. Seriously, it's gonna help. Even the French have allocated 1.8 billion. It'll be the nastiest supercomputer of the world. It'll smoke too, probably. Um, and it'll take the weekend off. But why am I telling you this? Because it's the same thing they did with the internet in the 1990s. The internet came out of the military, right? They also did the same thing with semiconductors, and we all know what happened to those investments, right? You zoomed out on Nvidia, and if you look for our first, actually, when was our first breakout indicator here in 2013? Okay. If you'd held for 2013, you'd be up 12,000%. I'm not promising you those returns, but you might want to say, I'll get yourself a free trial to TradeVision. It's quite useful. Um, the other cool thing that I do with anytime I look at a theme like this, and we're gonna go deep here. I say to it, literally, make me a watch list of the major quantum stocks, right? Hit the button and it'll pull that up. I'll do the same with news. And then for the key stocks I want to look at, I just pull up the charts as I can track them. You can put your whole portfolio in there. I've yet to find a limit to how much I can put on here. Um, so go nuts, is what I say with that. There's a free trial down below. You can you can check it out. But it's not just government money, the technology itself is accelerating faster than anybody expected. In April this year, Quanta magazine reported that researchers from Caltech and a company called Oratomic, with help from AI, designed a new quantum error correction method, so efficient it reduced the number of atoms needed per virtual qubit from what? What does that even mean? Well, apparently it's a massive leap. Um, Google also published some research showing a more efficient way to run their algorithm. And that algorithm is so powerful it'll break all encryption. And what they've just done is ten times more efficient than what we had before. So the timeline for quantum computers to break all cybersecurity just got pulled forward. What does that mean? You're gonna need a quantum computer to protect your infrastructure, your military, your hospitals, your infrastructure, and quite frankly, probably your mobile phone. So everyone's doing something very, very, very cool. And you know, IBM's got a new processor called kuka buddh. Obviously, the researcher spent too much time down under. Uh but the whole quantum computing market is expected to reach$850 billion by 2040. And that might sound again like a random number, but think of it this way: that is 30% per year. Now, if your investments go up 30% per year, you're going to be richer than Bill the Infallible Gates, right? So this isn't a dot-com bubble. This is government, the biggest tech companies on the planet who have pretty much unlimited funds, and the smartest scientists in the world all saying the same thing. Quantum computing is the future. The question is therefore not if quantum computing will be huge. The question is how do you invest in it without getting your face ripped off? Because that's exactly what happened, right? So all those beautiful stocks that I gave you at exactly the right moment, and I, by the way, am not a registered financial advisor. I don't give financial advice, I share my research. You are entirely responsible for the decisions you do with that research. Uh, I'd encourage you to read it, study it, and find some loopholes in it. But those gains I told you about, right? The thousand percent up. The same stock that went up thousand percent, it fell like 70% from its peak. So you went from$10,000, it invested that, to about$115,000, and then you went back down to$51,000. Now that still should be a win. People should still be happy about that, but I can tell you they're no, right? They're writing nasty comments in my comment section. I hate you, Felix, right? And the stock, like Regetti, that went up 827% or something, it went down 70%, INQ went down 45%. First, it went up 180%, then it dropped 45%. Now, all three of those stocks peaked at the same time. And if you look here at look at look in here, look, can you see my three little charts here? They're all two-year charts. That peak, that peak, and that peak all happened at exactly, exactamente the same time. Right? So somebody flipped a kill switch. The stock picks were right, the gains were real, but somewhere between buying and holding, something went terribly wrong. Something that happens to everybody all the fricking time. They didn't have an exit plan. They didn't know when to sell, they were just excited, right? So they watched life-changing money appear on their screen, and instead of locking it in, they got greedy. They held. Greedy is actually the wrong word. They just didn't know what to do. I think that would be the fair description. No one's ever taught you, right? So, as I mentioned early on, learn Wall Street's rules for when to sell. This is the first and probably the last time we're gonna run this for free in 2026. And it you can sign up. You can get yourself a free ticket. It'll be live on Zoom, I think, or maybe even YouTube will decide. And there'll be a link there and usually be on Zoom. It'll definitely be on Zoom. When to sell.org. And grab yourself the ticket you deserve because this was avoidable. You never, ever, ever, ever need to have a loss this big ever again. That's my promise. If you can join me for that session. And by the way, whether you're an investor with like, you know, a 10-year horizon, or whether you're a trader catching every momentum play, the system works very, very similarly. I'm gonna teach you both, right? I'm gonna teach you live, you can ask me questions, claim your free ticket, when to sell.org. So if you're gonna join us for it's probably the most important training we've ever done. Uh definitely the most important training we've ever done, uh, then write training in the chat down below, and I'll see that you'll be there. But let's talk about the opportunity, because I know that's what you're here for, right? So you know what went wrong on a some level, right? Um, you're gonna learn that with me on the weekend because it's gonna take too long to put it in this video. But what's the most exciting part here? These three stocks are still very much in play. The story isn't over of anything, the story is just getting started. Let me walk you through each one. Before I walk you through each one, though, I'm gonna show you something. And that is there is a law with innovations. With innovations, what happens is people tell you it is new, it is exciting, it is the best thing since sliced bread, and then everybody buys the stock. And then what happens is people figure out it's gonna take a little bit longer for this technology to really like hit the market. So you get these terrible crashes, right? But the reality is that, and I'm gonna have to zoom out a little bit more to make my point. Every single innovation in the history of human nature has done this. And then what happens is it actually takes a little longer. But guess what? It typically goes much, much, much, much, much, much higher. I'm not talking about Prighetti, I'm just talking about the industry, right? So, where is the smart place to buy? Maybe here, maybe there, maybe that's the smart place to like think about it, right? Whereas, of course, everybody bought here at the top got so freaking burned that they never want to touch it again. In fact, their wife's forbidden them from doing it, which is probably a good thing. Your wife is a better risk manager than you are, it is true. Tell her that right now. And let's get into the individual stocks, right? So we've got stock numero uno. It's called INQ, IONQ. It's the revenue leader, it's the first publicly traded pure play quantum computing company to cross 100 million in annual revenue, which is pretty good, right? The sector where most companies were doing like basically no revenue, or like 5 million here, 5 million there, they did 130 million last year. And it's accelerated. They did 61 million just in the last quarter of 2025. 400% growth year over year, which is pretty good. They're expecting to bring in over 200 million this year. Again, pretty much double what they did last year. It's a revenue machine, which means they're actually selling something, right? And in quantum computing, revenue like this is unheard of. They're all just playing chess against each other or something. It's most of these things are science experiments, right? This is actually a business. And, and this is what I like the most about these guys. These guys are sitting on 3.3 billion in cash. Cold hard cash. Now, some of you gold bucks are gonna go put it in gold. Well, they're gonna spend it, okay? That they wanna survive. It's a war chest. They can invest in RD, they can buy other competitors, and they can survive a downturn. And there'll be a downturn, I promise you that. Now, they just announced an acquisition for 1.8 billion of that, quite a bit of it. It's called Skywater. It's a US-based semiconductor foundry. And it makes INQ the first integrated quantum company. It's sort of the Tesla model, right? They'll own the supply chain from chip design to actual manufacturing of the chips. And this is huge. Why is it even huge? Because it's huge for government contracts. Skywater has something called. Do I have it on the thing here? Sky Skywater has something called DMEA category one. I told you there's a research report that goes along with this because it's a little heavy, right? But it's like someone explaining the internet to you in 1992. Yeah. Hmm. Could have been useful, right? Or semiconductors in 2013. Yeah, could have been useful. Let me know if this is useful. Put it in the comments down below. This accreditation means they're approved to make chips for the US military and defense agencies. And that's fairly hard to achieve. So it's a moat, mm-hmm, moat, yes. But I also like 80% of their money came from commercial customers, which is ultimately more diversified and less risky than having just one customer, the government, right? So they're building a real diversified business, real orders, real backlog, real customers, even international customers. But they're still losing money, yeah. And they're gonna be losing money this year. So valuation is still pretty lofty. It's like 60 times forward price to sales. But in terms of execution and revenue in the quantum space, these guys are clearly the leader. Now we look at the chart here, and we go back to our December entry somewhere. What was our December entry? It was somewhere here, yeah, just after the breakout. I sleep through these sometimes. So you had about 28, I think. So we but doubled. We are approximately, if you look at the lows we had here, excuse me, that's the world's worst line ever. I should use a proper line. See that low here and that low there, right? If you draw that across, where does that get you to? That gets you to where the last breakout was. So we didn't drop below it, right? And just now we've had a beautiful rally, some beautiful volume, and then we spiked up, hit our head, bounced off again. But again, this low is much higher than that low. And maybe you think child's are nonsense. That's fair enough. Join me on Saturday. I um I will show you some examples of why it isn't. Well, the only reason we ever got into these was because of the chat, by the way. Right? So there is an opportunity here where we're starting to move back in the right direction. Now, part of the problem will be that all the suckers you bought here are gonna sell as we go higher. So I would expect us to go up and sideways and up and sideways a little bit because these losers here have to sell. They didn't know when to buy a stock. This is not a point where you should have ever bought a stock, but people did. I don't know why they do that. But let's move on to stock numero tos D-Wave. QB2S, QBTS even sounds like a Korean boy band. They are different from the other quantum companies, not in the way a Korean boy band is different from you and me, but in a way that actually makes them interesting. Again, not in the way of a Korean boy band. You know, they look like girls, don't they? Oh my god, I'm gonna get some hate on this, aren't I? I shouldn't have said that. We should cut this out. Anyway, let's leave it in. Uh see what happens. But most quantum companies, I and Q, Righetti, which is sadly not Italian, and even Google, they're building something called gate model quantum computers. It's got nothing to do with Bill Gates, right? Don't go there, no islands involved. D-Wave uses something called quantum annealing. Okay, we're in a silly mood now. Uh what is an annealer? Um, it's a different approach. Uh, think of it like this. If you need to find the best delivery route for a fleet of trucks, yes, or the most efficient way to schedule workers in a factory, or the fastest way to optimize a supply chain, quantum annealing is built for that. What a funky word. Um, and D-Waves technology, it works. Today. Not in five years, not some promise, today. So their revenue, therefore, is growing fast. 25 million or so last year, pretty big in bump in the in growth. So very small still, but there is one thing I like about these guys. There's just like more than one thing I like about these guys, but they're doing something very, very good. They are producing software margins while manufacturing really new, really complicated new hardware. And that's very unusual. And what does that tell you? It tells you one thing. It tells you that what they're making is so good, people are willing to pay over the odds for it. They've got like better than Nvidia margins. And obviously they're making tiny quantities, so it's really, really hard thing to do. So, in short, there are 135 customers. Um companies like LG, Sharp, Andual, they got orders, they got money, and they're holding an investor day in June 2026. And this is not like a hard rule, but if you are in trouble, if your numbers are gonna suck, you typically don't hold an investor day with everybody on the New York Stock Exchange. You do that if you're throwing a party, right? But again, they're losing money, right? About 355 million. Revenue is small, they need to convert the bookings into consistent revenue and all that kind of stuff. It's got all the hallmarks of a high-risk play, right? Very high-risk play. All of these are. And then we have, and Winston's gonna say it, aren't you?

SPEAKER_00 20:33

Winston, Winston, sit up, sit up, sit up, come, come, come, up, up, up. Winston, come on. Come on over here, come on over here.

Rigetti And The High Risk Bet

SPEAKER_01 20:44

Winston. Well, I was trying to get him to get up, and instead he's gone and laying down right behind me where you can't see him. Where did you go? Where did you go?

unknown 20:52

Come on here.

The Real Lesson Plus Free Training

SPEAKER_01 20:53

Sit down, young man. Tell us about our favorite company in this space. It is called Regetti Computing, and I need to tell you up front, the numbers here are going to look scary at first. But stay with me, Winston will keep you calm so the numbers look a little bit less scary. Because I think Regetti has the most interesting risk reward profile of the three. Scary at first, and then you know, golden retriever happiness coming up. So their revenue for last year was$7 million, a decline 56% from the year before, um, which missed analyst estimates. So, why on earth would I like the stock? Because this is not a revenue story, it's a technology story. I mean, the technology catches up to the roadmap, the revenue, it could explode. It might not, right? That's a fair warning there. Instead of lying down going, yeah, yeah, this one, this one is uh a little bit beyond my risk profile. Rigetti achieved a 99.9% two qubit gate fidelity at 28 nanosecond gate speed on a prototype. Now, again, that is meaningless gibber. I get that. Right? But if I tell you it's the best in the industry, and I maybe expect it, but let's put it in quantum into plain English, shall we? That quantum chips are the most accurate on the planet. They have a new chip coming out for later this year that's called LIDAR, and it'll use this technology that is apparently more accurate than anything else on the planet. And they own the entire fabrication process. They have a quantum chip fabrication facility. Most quantum companies outsource this stuff to somebody else. Reggetti builds their own, gives them speed, control, and the ability to iterate possibly faster than competitors. And they're all this in the link technology I'm not going to walk you through because it'll bore the pants of you. But they have insane quality control, essentially what it's saying. So they just get better performance. And Reggetti supports NVIDIA. NVIDIA is an open platform for connecting AI supercomputers with quantum computers. It's not a casual partnership. Nvidia is the most important AI company in the world. And when they choose to integrate with your hardware, it's kind of a signal, right? They also have a deal with the UK where they will deploy a supercomputer to make sure your social media is watched a little more carefully in case you insult a guard gnome who's just immigrated to the country. We wouldn't want that now, would we? But yeah, it's an international expansion. All seriousness, they're getting$100 million from the Apparatchnics that are running formerly Great, now just Britain. And in India, similar story. Actually, got a contract there for$8 million for a system. And it's the single largest hardware contract they've ever disclosed, which is going to India, which will be fun. Many Indians are amazing at obviously IT and software and everything else, so it makes a lot of sense. And then they have a partnership with Quanta,$250 million. That's Taiwan's Quanta computer to accelerate deployment and build commercial scale manufacturing, right? And the Taiwanese know a thing about making chips if you hadn't realized. So I see opportunity here, but I also see, and I'm going to take you back to a dreaded chart. You're like, no, no more charts. Don't do it, Felix. I'm going to have to, I'm sorry. I see something here that I spy with my little eye, and it begins with a beautiful little pattern. So we got into this what down here, right? That was our breakout. And that was beautiful. And that was textbook. And that went up, you know, some silly amount, a lot, 800% or something. And then there was another opportunity here in the summer of last year, which looked like this. And it was just like the perfect entry point here. It was really perfect. Like all the textbook stuff said, bye, bye, bye, bye, please, right? And from there on, you still had a really glorious rally up, you know, 200% up in uh about a month, which is not bad. And then, of course, risk management come and join and learn that, learn when to sell. And where are we right now? Well, guess what? We're in exactly the same zone here that we were in previously, you know, past the previous before the previous breakout. And I like that because it means we found some footing here in this area, which is around, you know, sort of$14 or something. And if you zoom in on this, you're starting to see that the crash flattened out and it's starting to pick up a little bit. It's not quite ripe yet. You've got to leave it on the tree for a little bit. I'd like it to essentially break out of these recent highs here at about$20. So, yes, I would like to pay more for reggeti than it's currently trading out. And you might be thinking, Felix, you are mad. That is fair. People throw that at me quite a lot. But it is again part of the system that Wall Street teaches you to take less risk, right? And if you wanted to be even more risk averse, you'd avoid this whole bunch as well, and you'd maybe even wait till$27. Because it would improve the likelihood, the probability of winning very, very significantly, which is really what we're here for, right? So that's just my my my take on it. But the one lesson I want you to take away from today is even if you pick the stocks right, if you don't know when to sell, right? The moment you buy it, you should know where to sell. If you don't know that, it doesn't matter how good the stock pig is. Literally, I can give you a 10Xa, and most people still lose money on it if you don't know when to take profits. So join us for the live training. It's the first one we're doing in 2026. It's probably the last time we're going to do in 2026 on selling because it's not sexy. People don't really want to know, right? People want to find the next 10 bagger. But the problem is it goes up 10%, goes down 100%, 1000%, goes down 70%. Most people lose money. We can stop that. We can fix that if and only if you show up for yourself at when to sell.org. Get yourself a free ticket. Uh, bring your questions, be live, be on time. And I'll be running that live from London. We're gonna have a blast. And if you got some value out of this, share it with other people. Share the link to when to sell.org with other people so they can learn too. I wish you all the best. This might be the most important thing I'm going to say this decade. If you missed the early NVIDIA rally, there is a bigger opportunity you can potentially profit from right now. Google.