QBTS
D-Wave Quantum Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 9.56
Buy <=wait / entry
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Trim >=take some off
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Thesis breaknot set
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 19% | 100 / 100 | 19.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 32% | 10 / 100 | 3.2 |
| Weighted conviction | 53 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- M&A activity: D-Wave announced agreement to acquire Quantum Circuits Inc. for $550 million ($300M stock + $250M cash) to combine annealing and gate-model technologies
- Strategic collaboration: Agreement with Nasdaq Verafin to develop quantum-hybrid applications for financial crime detection using annealing technology
- Named customer beta program: Launch of gate-model quantum computing simulator beta with participants including BBVA, FirstQFM, Florida Atlantic University and J?lich Supercomputing Centre