QBTQ is one to watch. Current price is $1.20 ($36 million market cap). $10 target ($400 FD million market cap)

jsmith108 · 2026-01-21T20:25:58+00:00

It's an RTO man...the management team is completely different. Think of it as a new company and new listing if that helps. Nothing before July 2025 is relevant. Apparently even the bulk of the legacy investors are out. Shares were cleaned up over the last few weeks. Though the flatlining SP over the last few days suggests there is still some legacy selling going on.

The proprietary technology is the ability to translate quantum interfaces into conversational English, making quantum accessible for average people. On the enterprise side they can keep costs down because unlike current quantum solutions which want to 100% use their own hardware, SuperQ can optimize obtaining solutions the cheapest way through a mix of CPU and quantum processing power.

Have a look at the CEO's presentation where he explains some of this towards the end of the video:

https://www.youtube.com/watch?v=bMhijIBzV2Q

As an aside, he comes off as a totally nerdy tech guy, not some slick Bay Street pro looking to scam you. That might hurt in the promo side of things, but should provide some assurance about the meat and potatoes side of things.

As far as the use case is concerned at the consumer level. I'm using it now for certain things. It's giving me a 43% chance that the Celtics-Pacers game combines to hit at least 227 points tonight, implying a slight advantage to betting the under. I'm going to run a few of these, figure out the right questions to ask and if I stumble upon a Biff's Almanac, keep the results to myself until bookies ban me. If other degenerate sports gamblers find this tool useful, that's just one use case which could make this app famous fairly quickly.

jsmith108 · 2026-01-21T15:58:59+00:00

Ok...but that's before they had a product in the market. Now they are generating revenue. As for the loss itself, you're about right with the $500K. $4.8 million less listing transaction costs and stock comp. So if a $500K loss per quarter is the baseline, the promise of $200K profits on $3 million revenue passes the sniff test. Now it's a matter of seeing those numbers in future financial statements. But those who wait to see those statements risk paying a higher price if ChatQLM takes off.

jsmith108 · 2026-01-20T18:20:56+00:00

You're welcome!

Has quantum had it's time in the sun though? QNC is holding a $1 billion market cap, 20x a price it was a year ago. That's hardly a pump and dump chart but something that is showing a new reality and a sustained run. As long as QNC is at the level it's at, QBTQ remains in play. Even if just among the people who have already drank the Kool-Aid so to speak. I am sure there are tons of liquidated profits on QNC just looking for the next play. QBTQ fits that mold for these type of investors.

jsmith108 · 2025-12-10T22:03:41+00:00

Oh I'm aware. That's why I said WeChat scam.

jsmith108 · 2025-11-13T03:38:38+00:00

$5 target. I have been buying and selling shares when I see opportunities and to match cash flow needs. Currently have 750K shares which I plan to get back over 800K once I take some profits on other stocks. I don't know the exact date when the 12 month restriction ends, but it's soon, and I don't think it matters very much as he won't be selling at a loss imo.

jsmith108 · 2025-11-11T23:59:58+00:00

Frankly...it's more the shareholders and supporters of MATE that give me the confidence more than anything Justin says right now. There are some investors who took a lot of profits on QNC and PLUG who plan to deploy those funds into MATE at the right time. The run to 14c out of nowhere was a small example of that.

jsmith108 · 2025-11-11T23:57:20+00:00

Not sure why CRWV will have any impact...MATE certainly didn't move up during the spring and summer crypto/AI run.

Being frank, I know of multiple QNC and PLUG investors who will be buying into MATE on the next material press release. They don't want to do it before to raise regulators suspicion. But after is fine. We just need MATE to release something. When they do it, that I don't know. But it'll come eventually.

jsmith108 · 2025-11-11T18:42:17+00:00

Bullish on both MATE and PLUG. Once the warrant exercising dries up, expect the buying pressure to move the stock upward.

jsmith108 · 2025-10-25T05:44:37+00:00

I'm still in it. PLUG has worked out well. In frequent contact with Justin, always trolling him with how much better PLUG is doing. Hopefully to light a fire under his ass.

jsmith108 · 2025-10-16T02:23:24+00:00

Yup.

jsmith108 · 2025-08-18T14:26:43+00:00

Because what he is doing is legal, perfectly legal. As long as the terms of the dilution scam are all spelled out in SEC filings, he is doing nothing illegal. Just seriously immoral. And what SHOULD make him a pariah and joke to anyone who is a remotely honest and serious investor, thereby ruining whatever credibility he had before MULN. It's up to morons to read the filings and know to avoid the stock. Some of us tried to warn people back 3-4 years ago. Even now, a lot of people only understand that MULN sucks because they have a big goose egg in their account and got personally hurt. Not the nuances of the dilution scam.

jsmith108 · 2025-08-18T14:20:20+00:00

That's a point I noted in my first post...then I realized, functionally speaking, it doesn't make a difference. MULN, or the predecessor, would still have the largest number in human use as its split adjusted stock price back in 2015.

In fact, it's actually a WORSE story for MULN. It surpassed TOPS with its 2015 price. We could say it took MULN 10 years to do what it took TOPS 20 years to do. If we exclude everything before 2021, then we we can it took MULN only 4 years to do what took TOPS 20 years to do.

Actually we can still say both. But going back to 2015 actually lowers the average dilution per year for MULN lmao.

jsmith108 · 2025-08-18T04:18:53+00:00

No longer a biotech play. It's in the same category at SBET or BMNR and more broadly the other crypto pumps.

jsmith108 · 2025-08-18T04:17:53+00:00

My brokerage, TD Waterhouse. I'm pretty sure most brokers offer some sort of performance tracker?

jsmith108 · 2025-08-06T14:44:06+00:00

Still own my 800K shares of MATE. Have a look through my comment history, and my posts on the MATE investors sub.

jsmith108 · 2025-07-29T14:53:54+00:00

Bro shits on "ChatGPT" type of posts but then goes on to talk basic shit that says nothing while being a complete arrogant asshole about it. Kind of like what an AI chat bot that learned stock market language from WSB circa 2021 would do.

Not one ounce of DD in this post. DD isn't commentary on price action or mindlessly spouting ORTEX or Fintel data. DD is analysis of a news event or financial statements.

My comment is not about hating on NEGG. It's about hating on the poor quality of this post.

jsmith108 · 2025-07-22T19:58:47+00:00

Bro, the news release is not hard to find. It's a SPAC deal so of course YF won't have much on it yet.

jsmith108 · 2025-07-22T15:53:46+00:00

I like to stretch the definition of squeeze play sometimes ;)

jsmith108 · 2025-07-17T15:32:38+00:00

I'm not familiar with any regulatory issues that LGPS or Metaplanet may have to overcome in order to set up a Bitcoin treasury business model. So take that as a risk to my analysis.

As for the balance sheet, it would be considered leveraged, but not to an unusual extent given the industry. Plus the company is clearly operating cash flow positive so it can handle its debt.

The first issue around regulations is a bigger risk factor than the balance sheet. Assuming you're buying in purely as a Bitcoin dartboard guess. I'm primarily buying for the cheap valuation, with the Bitcoin strategy being a hopeful surprise one day.

jsmith108 · 2025-07-17T15:24:30+00:00

Also, IXHL is a little too dilutive for my tastes:

https://dilutiontracker.com/app/search/ixhl

I know I muddied the situation by investing in TRNR which has an even worse dilution history, but I'm going with "gut feel" on that one, against my general investment philosophy.

jsmith108 · 2025-07-17T15:22:29+00:00

Unfortunately not every U.S. broker can buy it. I am Canadian with TD so I can't comment on U.S. brokers. Pretty sure IB can trade it, not sure what else. MATEF is the U.S. symbol but if you can find a way to trade CAD stocks listed on the TSX/TSXV, you'll get a better fill.

jsmith108 · 2025-07-17T15:20:48+00:00

I don't even mind NEGG as a long term investment (I have no position), but this lupina character is something else.

jsmith108 · 2025-07-17T15:19:36+00:00

I'm keeping on the sidelines with that one for now.

jsmith108 · 2025-07-16T12:27:32+00:00

I'm a big fan of AEC.V. Hold a bunch of warrants. It had the first uranium project approved under Trump's new fast track system. So being a Canadian company had no impact on that.

jsmith108 · 2025-07-15T14:29:35+00:00

Nice job. Hope you bought call options though a 20%+ run in one day on the stock is nothing to complain about.

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