Quantum

$Quantum(QMCO.US)$CapLand India T(CY6U.SG)$NVIDIA(NVDA.US)

buy the dip, almost a bubble market correction

$Quantum(QMCO.US)$CapLand India T(CY6U.SG)$NVIDIA(NVDA.US)

📊《Weekend Market Watch》｜Which sectors are worth watching next week?

The market experienced significant volatility this week, but the hot spots remained relatively concentrated.

If I had to choose the key areas to focus on next week, I would put them in these sectors.

① AI — Still the Main Theme

The AI story is not over yet.

Whether it's computing power, data centers, or enterprise applications, there is still room for continued development.

There might be short-term fluctuations, but I believe AI remains one of the most noteworthy directions for the next few years.

② Semiconductors — Focus on Whether Capital Flows Back In

After a round of gains, the semiconductor sector has recently seen some divergence.

I believe if capital flows back into the tech sector next week, semiconductors are still worth close attention.

Especially in sub-sectors related to AI, such as chips, memory, and advanced packaging.

③ Quantum Computing — Watch for Opportunities, Don't Blindly Chase Highs

Quantum computing is a long-term track.

Every time there is news-driven momentum, stock price volatility tends to be significant.

I prefer to monitor it continuously rather than chase highs due to short-term rallies.

Real opportunities often emerge when the market is calm.

④ Robotics — Bullish Long-term, But Patience is Required

Robotics is one of the key areas for AI implementation.

In the coming years, both industrial robots and humanoid robots have substantial growth potential.

However, many companies are still in their growth phase, so short-term volatility may be quite noticeable.

My Personal View

The market sees new hot spots every day.

But what's truly worth investing in is not the stock that rises the most today, but the industries that still have room for growth in the coming years.

I will continue to focus on:

✅ AI

✅ Semiconductors

✅ Memory

✅ Robotics

Short-term, watch sentiment; long-term, watch the trend.

The above is just my personal opinion and does not constitute any investment advice.

Which sector are you most bullish on for next week? Let's discuss together.

#USStocks #AI #Semiconductors #Robotics #QuantumComputing #WeekendMarketWatch

QMCO Earnings LIVE: Quantum Corporation Q4 FY2026 Results & Reaction

$Quantum Computing(QUBT.US) | Rosenblatt reiterates 𝐁𝐮𝐲 on 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟐

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Quantinuum targets $12.7 billion valuation in U.S. IPO

Sold my Quantum stock last night following double digits gain in a single session. Could have held on for a little bit longer but the last time I did that, I held on for too long and the hype died down again. So let's see how quantum stocks perform this time round after the hype dies down - if it dips back to my target, I might scoop some up again.

Quantum is policy hype, not commercial yet. Intuit’s drop is a buying opportunity. SIA’s Air India drag breaks the thesis—rotate out, don’t wait years.

The quantum computing thingy is another pump and dump. Valuations has to be supported by real earning with clear growth instead of pumps from news hype. Just feel that funds need to be rotated from sectors already pumped hard.

Genuine question — is quantum computing actually close to being commercially useful, or are these stocks just moving on policy vibes? I don't want to chase something that's still 10 years from making money. 🙏

The AI concept is another roller coaster ride. $C3.AI(AI.US) actually surged today, while the other smaller players were basically flat. It feels helpless, like the big brother is leading but the little brothers can't keep up... $Quantum Computing(QUBT.US) dropped 10% in just one day, that's brutal. Ordinary people really can't handle this kind of play. Sectors like AI and quantum computing, I can only say, involve too much gambling. My mindset is quite zen now, occasionally watching the excitement, truly dare not go heavy. Picking stocks is like picking your fate, but don't bet your life on it. Take care, everyone~

last thursday, we had a similar decline to what we are seeing today...but it was for really no reason

Source: amit

Taiwan has proposed NT$190 billion (US$6.4 billion) for ten AI projects over the next 4-years (2025-2028), including, CPO (co-packaged optics), quantum computing, humanoid robots and more, media report, noting it is an NT$90 billion increase in funding. One specific project is a Smart City software platform, another is a program to promote the use of AI in manufacturing in Taiwan, and more. The proposal could be approved as early as next week. $Taiwan Semiconductor(TSM.US) #semiconductors #AI #Taiwan

Source: Dan Nystedt