IBM

$Quantinuum(QNT.US)

I started buying QNT near its post-listing lows after watching sentiment cool down. I actually missed taking profits around the previous peak, so this position has been a good reminder that timing exits is often harder than finding an entry.

For me, QNT has much more upside beta than IBM. It feels like a pure quantum computing theme, so I’m treating it as a higher-volatility satellite position rather than a core holding. I’m comfortable holding a small allocation while the story develops.

Going forward, I won’t chase every spike. If quantum computing becomes a market theme again and the setup improves, I’d rather add gradually than react emotionally to momentum.@Captain's Treasure