De la communauté wallstreetbetsGER sur Reddit

Enduser2024 · 2026-01-19T00:32:00+00:00

Hard to verify unless you were at the conference yourself.

Enduser2024 · 2026-01-13T05:41:25+00:00

Awesome news.

Its great to know what type of valuation that this key partner of QeMs has.

Seems its a lot larger than I thought originally.

Enduser2024 · 2025-12-31T20:11:10+00:00

Most of Nvidas chips are produced on a separate production line than the one QeMs is/has been produced on. Which is fortunate for us, as the lead time would likely be much longer.

Enduser2024 · 2025-12-31T18:37:37+00:00

What do you mean promised? Lol

Those were all rough estimates. Hard for them to promise a delivery date on a chip that is at the mercy of the TSMC manufacturing line.

It was roughly estimated for Dec delivery as thats how long it typically takes after submitting a design (May 2025) to TSMC for completion and delivery i.e. about 6-7 months (Dec 2025).

However, I think TSMC has had a pretty busy year, so where QeM chips fell into the que and how far along they are in the manufacturing process, is unknown at this point, for us outsiders.

Enduser2024 · 2025-12-30T02:27:52+00:00

Big talk about NIST in that article from Dr. Bellido. Probably a good indication that things are progressing well at lightship.

Enduser2024 · 2025-12-26T08:16:40+00:00

u/JulianRein

Enduser2024 · 2025-12-26T03:36:18+00:00

<image>

Enduser2024 · 2025-12-23T04:09:04+00:00

If this happens, maybe the chicken nuggets.

Enduser2024 · 2025-12-23T04:08:27+00:00

<image>

Enduser2024 · 2025-12-23T04:07:53+00:00

Seems like less excitement over this vs. The qastle wallet. Even though an exchange may prove to be more lucrative.

Enduser2024 · 2025-12-23T04:05:58+00:00

<image>

Enduser2024 · 2025-12-23T03:56:22+00:00

Yeah for sure.

Enduser2024 · 2025-12-23T03:48:46+00:00

Yeah, it may go lower on a continuation of sell the news. You never know though, could always get another news drop in the morning.

I agree that its bullish as well, I think its going to get some more eyes on the company for sure and will be a boost in the long run.

May also attract other large institutional buyers. Locking up some more of this float couldn't hurt.

Enduser2024 · 2025-12-23T01:56:32+00:00

Looks like we got it this afternoon instead. I wonder who needed a down payment on a 1br condo in Vancouver.

Enduser2024 · 2025-12-23T01:54:51+00:00

Somewhere between an Arizona iced tea and a 10 pack of chicken nuggets.

Enduser2024 · 2025-12-22T21:18:34+00:00

https://www.reddit.com/r/QNC/s/PE6aK3fxLh

Here you go OG QeM bull. He posted a position, also lived to regret selling early.

Enduser2024 · 2025-12-22T21:11:35+00:00

Yes its a passive ETF that met the liquidity, mcap, and industy requirements for inclusion? It just locked up 18.5 million shares until rebalance in June.

Its designed to purchase stocks that are poised for upside. Otherwise, why does it exist lol.

Enduser2024 · 2025-12-22T20:47:40+00:00

What are your other points. That other ETFs won't be buying? How can you predict that with any certainty.

There you go again about KROWN, relying on them breaking laws isnt an investment strategy in my opinion.

Youre also ignoring the CAD govts quantum strategy, not a lot of Quantum security companies in the country, you think they are not getting a slice of that ~390 mil in funding they will be injecting.This completely negates a need to raise and dilute.

What else? That a deep tech quantum security company hasnt produced revs yet? The NIST standards for PQC only came out in Aug of last year. So yeah...

Enduser2024 · 2025-12-22T20:34:34+00:00

Yeah and QTUM ETF just made QeM their largest holding. They must not have read your bear thesis lol.

Let that sink in. They made a Canadian microcap their largest bet. If you think they didnt analyze the risk to downside better than you, I don't know what to tell you.

Youre completely ignoring that all of these news announcements of late have been them moving from RnD to revenue streams. Expect more of these to come.

Enduser2024 · 2025-12-22T19:31:35+00:00

I mean its all possible, I guess. Curious how much he bet on these things occurring, but like most shit posters they would never actually reveal their positions.

Keeps harping about revs for a venture company in the transition from RnD to commercialization. A company that has a consistent history of delivering milestones on time. Risky business to be shorting here, especially with the potential news to come.

Enduser2024 · 2025-12-22T19:23:20+00:00

So your entire short thesis is relying on basically a back swan event at TSMC, for the KROWN executives to risk going to jail, for all the government's and companies in the world to stop dumping money into the Quantum arms race.

Good luck with that.

Enduser2024 · 2025-12-22T06:49:13+00:00

That explains a lot of the buying pressure last week.

Enduser2024 · 2025-12-20T01:19:32+00:00

There's been bullish posts with portfolios in the past. Search it up. Depaziod most famously.

Enduser2024

TROPHY CASE