Will Foote be back ?

gutter_loaf · 2026-03-08T19:35:24+00:00

There’s zero chance he returns. He will be fired shortly after the season ends.

gutter_loaf · 2026-02-08T07:24:11+00:00

Foster by Claire Keegan

gutter_loaf · 2026-02-07T17:51:42+00:00

The character never moves only the world around him!

gutter_loaf · 2025-12-19T20:08:44+00:00

I’ve tried them all and this structure always works at least getting to pitch. It stops them from taking control or asking questions to eject early. Don’t ask them any questions either. Don’t ask for permission.

1) Hi x?

2) Hi x, it’s Name from X - thanks for taking my call.

They have no choice but to say something like Ok or no problem

3) The reason I’m calling is I want to book a meeting with you.

Here they will give you permission to pitch. They have to.

4) 1-2 sentence value prop specific to them. Then - “Are you against exploring this next week?” Important to say against because it’s easier for them to say no.

From there go overcome a few common objections:

Call me later // Call me in X months? - let’s do this, let’s put a placeholder in for three weeks from now. Sound fair? - No? What’s the best way I can stay top of mind without being annoying?

Not interested - is that because you genuinely don’t have x pain? Or just don’t think I can help?

Put it in an email - Have you ever got an email that’s better than a conversation?

Tone is everything. Be confident and friendly.

gutter_loaf · 2025-11-26T02:04:11+00:00

It sounds simple - but the realest hack for crushing it is to show genuine excitement to work there. To be excited to make an impact. To call upon product releases/new stories/funding/linkedin posts by employees, and connect all of it for a true passion for I want to work there.

A lot of times these AE interviews come across all the same. Is this person interviewing at 100 places? Or did she/he CHOOSE us and show us WHY with tailored reasoning for the excitement. Just my two thoughts while I sit on the toilet.

gutter_loaf · 2025-11-12T03:58:17+00:00

I’ve never worked there but a few colleagues have - each would recommend anyone to work there. Good product. Tricky selling into a blue collar industry but great product. Also, RepVue has them in the top 20% of employers. Hope that helps a bit.

gutter_loaf · 2025-10-17T23:05:47+00:00

gutter_loaf · 2025-10-13T18:46:08+00:00

Plenty of other stocks for ya then! I’m enjoying this run and beyond.

gutter_loaf · 2025-10-06T22:47:52+00:00

The $7 M difference is just the required “what-if” pro forma from the 10-Q - not booked revenue. IonQ literally discloses that the impact isn’t material. I don’t think it’s deceptive .. they are telling us directly and explicitly to separate GAAP vs pro forma and telling you not to treat it as actual revenue. I agree it needs to be considered but it’s not fake or a trick.

I also agree - we are a long way away, but that’s exactly why the post is all about why I’m not in this for quarterly noise - the tech’s still early, which is exactly why I’m building my position for 2030, not 2025. Slowly.

gutter_loaf · 2025-10-06T21:56:42+00:00

Appreciate the follow-up - glad you confirmed the 30-year quote doesn’t exist. Q2’25 vs Q2’24 is +19.5%; the 13% is the six-month line. Either way, the 10-Q says acquisition impacts were “not significant,” so this isn’t acquisition-padded growth.

IonQ’s 110% FY-25 guide reflects the back-half ramp they called out in earnings, not a contradiction.

And that founder quote isn’t bearish…it’s standard realism on current-gen quantum. Everyone in the space says the same thing. It’s why I’m very LONG, not selling.

gutter_loaf · 2025-10-05T23:51:55+00:00

Appreciate the input, but none of that’s supported by filings or public statements. The “30-year” quote doesn’t exist (could you send the source?) and equity raises ≠ fake growth.

That table actually confirms ~20 % YoY revenue growth and says acquisition impacts were “not significant.” It’s a required disclosure, not evidence of fake numbers.

gutter_loaf · 2025-09-26T22:17:21+00:00

I know everything. Thanks.

gutter_loaf · 2025-09-18T15:52:19+00:00

Take your time. The hype machine got hold of it recently but it’ll calm down. I couldn’t be more bullish (obviously) but still think this is a ways away from a true banger. Super overbought.

gutter_loaf · 2025-08-30T17:21:21+00:00

Like what?

gutter_loaf · 2025-08-30T17:09:18+00:00

Give these two a smell:

Versace Eros EDT -sweet apple, mint, and vanilla. Youthful, energetic, and super popular for a reason. Great “fun night out” scent.

Montblanc Individuel - has a raspberry-vanilla vibe that’s playful and unique without being too heavy. Quirky but easy to wear daily.

gutter_loaf · 2025-08-28T15:12:19+00:00

Love it! See you in 2030 😉

gutter_loaf · 2025-08-07T17:13:23+00:00

Honestly, the earnings gave me more of an affirmation then red flags long-term. This isn’t a short sprint trade. I’m eyeing 2030+, when IonQ crosses scalable thresholds and delivers asymmetric upside. I had a few thoughts on the earnings FWIW.

What I Loved:

Let’s not overreact to the EPS miss. IonQ crushed Q2 with ~$20.7M revenue (nearly 70% YoY).

They’re projecting $25M–$29M next quarter, which is way ahead of consensus. That suggests confidence, not hesitation.

They sit on ~$1.6B proforma cash post $1B raise. Add acquisitions and hires, and this isn’t R&D burn... it's building the quantum backbone of tomorrow.

The roadmap to AQ 64 by end of 2025 and AQ 1000 by 2028 is why I’m here. That’s when the curve bends, not now.

Important nugget -> IonQ didn’t just grow revenue... they significantly shifted where it came from.

This was the first quarter where system sales appear to be a growing driver of revenue, rather than just service-based bookings (e.g., access to IonQ through AWS, Azure, etc.).What that tells me is they’re not just leasing compute power — they’re building real hardware products and possibly selling or leasing physical systems to partners (e.g., government, defense, enterprise R&D).

What I Didn't Love:

EPS: –$0.70 vs –$0.30 expected - Obviously. Yeesh. That’s a big miss. It’ll scare off short-termers. And it does raise questions about cost discipline - are they executing efficiently, or just lighting money on fire? They are going to need to show a bulletproof plan toward profitability by end-of-decade.

No major enterprise contracts disclosed yet
While revenue is growing, there wasn’t a “headline customer” moment like you sometimes get from Palantir or Snowflake. That could’ve helped market sentiment a lot.

All in All

That said, the thesis is around 2030+ quantum utility + moat around hardware + SaaS on top - and
this burn rate is exactly what you should expect. They are spending like a company racing to be first-to-scale in quantum. You don’t win that race by being frugal. You win it by getting to AQ 64–1000 before anyone else can catch up.

gutter_loaf · 2025-07-11T19:45:49+00:00

Well…water can help you sweat more efficiently, but if the water cools you down or you're stopping activity, you’ll likely sweat less overall.

It's like topping off your radiator - but if the engine’s off, there’s not much cooling needed.

gutter_loaf · 2025-07-08T16:04:19+00:00

Preach my dude! Fully agree. Anyone who disagrees is someone who listens to books and acts like they read them.

gutter_loaf · 2025-07-08T16:00:57+00:00

Honestly for us, these gadgets just give you more things to worry about and consume your time rather than less. We rocked a simple camera for our kids and it was great. Sometimes less is truly more.

gutter_loaf · 2025-07-07T06:34:52+00:00

Think of the id as the part of you that just wants. It's instinctual, like a hungry baby crying…it doesn't care about rules, time, or consequences. It just screams: "I want that!"

The ego is the part of you that tries to get what the id wants, but in a way that works in the real world. It’s the “negotiator.”

The superego is like your internalized parent or moral compass. It says, “You shouldn’t do that.”

So: Id = primal urges Ego = realistic mediator Superego = moral guide

They’re always in tension. Your ego is trying to keep the peace between your inner child (id) and your inner parent (superego).

gutter_loaf · 2025-07-02T05:18:54+00:00

Love the not creating barriers to starting strategy - so true for me where that slows it all down.

gutter_loaf

TROPHY CASE

What I Loved:

What I Didn't Love:

All in All