Stocks

Rigetti Computing   founded in 2013 and publicly listed in 2022, specializes in developing quantum processing units (QPUs) based on superconducting qubit technology. Their QPUs utilize Josephson Junctions (JJs), which consist of two thin layers of superconducting aluminum separated by an insulating barrier of aluminum oxide. This structure allows electrons to tunnel through the insulator, resulting in a specific qubit frequency that facilitates control and measurement. Despite challenges in reproducibility and energy loss, the simplicity, scalability, and manufacturability of superconducting qubits make them a leading choice for quantum computing. To enhance qubit performance, Rigetti employs Alternating-Bias Assisted Annealing (ABAA), a fabrication technique that improves qubit frequency precision and the execution of two-qubit gates. This method is integral to the production of their QPUs, including the Novera™ QPU and the forthcoming Ankaa™-3 system. In December 2023, Rigetti la...

IonQ , Inc. develops general-purpose  trapped ion  quantum computers.  It also sells access to quantum computers  through cloud platforms, such as Amazon Web Services (AWS), Microsoft's Azure Quantum, and Google Cloud, as well as through its cloud service.   The company was founded in 2015 and in October 2021 was publicly listed on the New York Stock Exchange. IonQ Forte is  current generation quantum computer with 36 algorithmic qubits. IonQ : "We run at room temperature" - they are using lasers to cool individual atoms. The technique is based on Laser Doppler Cooling effect: atoms are surrounded by lasers tuned at frequencies just bellow an electronic transition in the atom. When atom moves toward the lasers, the light is blue-shifted, atom absorbs light and slows its motion. Reasons to buy:  1. T he company was awarded a $54.5 million contract with the U.S. Air Force Research Lab on 27 Sep 2024.  Other prominent clients: Hyundai   - d...

On 15 Oct 2024 ASML posted their earnings report a day earlier due to a human mistake. This is not the first time the company is doing such mistakes. Conclusion is enevitable: the company is managed by a bunch of incompetant pricks.  Company Overview: ASML Holding N.V. (ASML) is a Dutch global monopoly leader in the semiconductor equipment industry, specifically in lithography systems, which are critical for manufacturing advanced microchips. Its flagship product, Extreme Ultraviolet (EUV) lithography machines , is essential for producing high-performance chips used in everything from smartphones to data centers and AI applications. Key Investment Highlights: Market Leadership and Competitive Moat: ASML has an unrivaled position in the semiconductor lithography market, especially in EUV systems, with no competitors currently able to offer comparable technology. The company’s EUV technology is crucial for advanced semiconductor nodes (e.g., 5nm, 3nm), and now with the introdu...