Both IonQ and QuantumScape have fallen nearly 2%. The two sectors—quantum computing and solid-state batteries—share a common point: their commercialization timelines are still question marks 🤔.
The most critical question is: for a sector waiting for a catalyst, how do you judge whether a drop means "a cheaper buy" or "the narrative is being abandoned by the market"? I have more confidence in IonQ's long-term narrative because QuantumScape's competitors are accelerating, putting more pressure on its time window. How do you judge?
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