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...

Teradyne logo Teradyne Inc. ( TER ) is a global leader in the automated test equipment (ATE) industry, specializing in testing solutions for complex semiconductor devices. Founded in 1960, Teradyne has evolved into a dominant force in semiconductor testing, while expanding into other growth markets such as industrial automation and wireless testing. As industries increasingly rely on semiconductors and automation, Teradyne is poised to capitalize on these technological trends, supported by its diversified revenue streams and innovative product offerings. Revenue Breakdown: Semiconductor Test (67% of Revenue): The semiconductor test segment is Teradyne's largest business unit, generating 67% of total revenue. Teradyne provides testing solutions for a wide range of semiconductor devices used in sectors such as consumer electronics, automotive, communications, and industrial applications. Technological trends like 5G, AI, and IoT are driving the demand for semiconductors, positionin...

Market Overview: The global generative AI  (Generative artificial intelligence) market has seen substantial growth over recent years and continues to be one of the most dynamic sectors in technology. In 2023, the market was valued at approximately $14.17 billion, and it is projected to reach $96.36 billion by 2029, demonstrating a compound annual growth rate (CAGR) of 37.64%. This rapid expansion is driven by technological advancements, increased investments, and the broadening applications of generative AI across various industries. Key Drivers of Market Growth: Technological Advancements : Innovations in AI models, such as transformer-based architectures (GPT, BERT, etc.), have significantly enhanced the capabilities of generative AI, making it more efficient, scalable, and adaptable. These advancements allow for more nuanced and sophisticated content creation, ranging from text and images to audio and video. Increased Adoption Across Industries : Generative AI is being adopted a...

Celestica Inc.: A Global Leader in Electronics Manufacturing Services Celestica Inc . is a Canadian multinational corporation providing top-tier electronics manufacturing services (EMS) and supply chain solutions to diverse industries. Based in Toronto, Ontario, the company is listed on both the New York Stock Exchange (NYSE) and the Toronto Stock Exchange (TSX) under the ticker symbol CLS . Since its establishment in 1994, Celestica has grown from a manufacturing division of IBM Canada into a leading provider of design, engineering, manufacturing, and supply chain services globally. A Brief History Founded as a spin-off from IBM, Celestica expanded rapidly through strategic acquisitions and organic growth. The company transitioned from a simple contract manufacturer to a comprehensive solutions provider offering end-to-end product lifecycle services, including design, production, and post-sales support. Key Strengths of Celestica Celestica’s business model is built around several key...

  1. Company Overview MicroStrategy Incorporated (NASDAQ: MSTR) is a leading enterprise analytics and mobility software provider. Established in 1989 and headquartered in Tysons Corner, Virginia, MicroStrategy offers powerful software solutions that empower organizations to analyze vast amounts of data and drive insightful decision-making. The company's flagship platform provides sophisticated analytics, mobile intelligence, and embedded BI, making it a critical tool for enterprises worldwide. Notably, MicroStrategy has also garnered significant attention for its substantial investment in Bitcoin, positioning itself uniquely within the software and cryptocurrency markets. 2. Market Position and Competitive Advantage MicroStrategy has carved out a strong position in the enterprise software market through several key strengths: Advanced Analytics Platform : MicroStrategy's platform is renowned for its robust analytics capabilities, user-friendly interface, and seamless integrati...