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The Quantum Bull YouTube channel created

On January 12, 2025, I created TheQuantumBull YouTube channel to cover news and investing information related to Quantum computers.

Despite a brutal Friday for the markets, several quantum and AI stocks held surprisingly strong. In today’s episode, we break down what happened, why it matters, and which stocks showed real resilience. I invite you to join our channel as a member and our Discord - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join • Market dropped sharply: S&P -1.5%, Nasdaq -2%, VIX +21% spike. • Trump tweet on nuclear submarines added geopolitical risk. • Amazon fell 8% despite solid fundamentals — irrational market moves. • Joby Aviation rallied after defense partnership, even in red conditions. • Rigetti dipped under $3 but continues to hover around the key $15 level. • BBAI showed surprising strength, holding gains while mega caps sold off. • D-Wave looks vulnerable heading into earnings on Aug 7; keep an eye on $13.56 and $10. • Jobless reports and massive downward revisions sparked more uncertainty. • Overall thesis: Buy and hold shares, minimize options exposure, and wait out the storm. • Special shoutout to Roger in the Discord for contributing great insights. Explore the full breakdown + Discord at https://thequantumbull.com • 00:00 - Market Recap: Sell-Off, Tariffs, Nuclear Concerns • 01:00 - Strategy Shift: Reducing Options Exposure • 02:00 - Breakdown of Friday’s Market Stats & Indices • 03:10 - Trump’s Tweet & Global Risk Escalation • 04:45 - Job Reports & Major Revisions Spark Concern • 06:00 - Quantum Stocks Hold Up: Sector Strength • 07:00 - Joby Aviation Defense Partnership Analysis • 08:30 - Rigetti Technical Setup and $15 Strike Outlook • 10:20 - BigBear.ai Support Zones and Bullish Case • 13:00 - D-Wave Earnings Preview & Price Levels to Watch

Joby and BigBear.Ai Escape The Red! Rigetti and D-wave Price Action & Upcoming Earnings

LAES Interview Recap & Breakdown Tonight’s episode breaks down the key insights from Fabio Giordano’s interview with LAES CEO Carlos Moreira, with expanded commentary on quantum risk, chip-level security, machine-to-machine crypto, and LAES’ post-quantum software ambitions. Watch the full, uncut interview here:
https://www.youtube.com/watch?v=K2UPQBTt1AM
Fabio on X: https://x.com/FabAIQuantum I invite you to join our channel as a member and our Discord - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join • LAES is targeting 6 billion+ devices with quantum-secure chips, launching in Q4 2025. • The company sees post-quantum cryptography as an imminent security necessity, especially for critical infrastructure and banking. • Machine-to-machine transactions via satellite are central to their crypto roadmap, including SteelCoin and potential Ethereum integrations. • LAES aims to protect the machine economy from rogue states, terrorist threats, and emerging quantum decryption tools. • The ecosystem includes hardware, software, nanosatellites, post-quantum blockchain, and even AI at the device level. • CEO Carlos Moreira’s leadership is deeply strategic — emphasizing distribution over manufacturing, recurring software revenue, and international partnerships. • The team believes quantum risk will soon become an uninsurable threat, which positions LAES to lead this defensive pivot. • While controversial online, Fabio directly addresses concerns around contracts, dilution, and long-term execution in this episode. • This may be one of the most important and underpriced companies in quantum cybersecurity — and it’s still early. • Stay tuned for more deep dives and a follow-up interview with Carlos and Bernard later this year. Visit https://thequantumbull.com to explore the future of investing in quantum and AI. 00:00 - Human-Centered AI & Quantum Security Threats
01:23 - Welcoming Fabio Giordano & LAES CEO Interview Overview
03:02 - Microsoft Says Quantum Will Accelerate the Cloud
04:24 - Quantum Stock Movement Recap (D-Wave, Iron)
05:02 - Recapping Key Moments from the CEO Interview
06:07 - LAES Ecosystem: More Than Just Chips
07:31 - Security at the Chip Level – 6 Billion Devices
08:31 - The Trillions of Devices Era
09:38 - The Da Vinci Moment & Convergence of Tech
10:28 - AI, AGI, and Quantum – Exponential Convergence
12:00 - Transcendental Theory & Human Identity in the Age of AI
14:02 - Why Post-Quantum Cryptography Is Needed Now
16:10 - Rogue States, Terrorist Threats, and Banking System Risk
17:37 - The Legal & Insurance Fallout of Quantum Attacks
20:09 - LAES is a Hybrid Company: Cyber + Quantum + Semiconductor
21:02 - Insurance Must Cover Quantum Risk – Not Optional
23:19 - Machine-to-Machine Payments via Satellite
26:26 - Post-Quantum Software & Device-Level AI
27:05 - USA Expansion, Satellite Ecosystem & Crypto Integration
33:02 - Crypto Treasury Strategy & Ethereum Integration
35:14 - The Contracts Controversy: Debunked
39:19 - Long-Term Investor Conviction & Transparency
42:04 - Missed Questions & Buyback Interest
43:45 - Fabio’s Investment Timeline & Conviction
44:45 - Where to Follow Fabio & Final Thoughts
46:01 - Community Call-to-Action & Discord Info

Carlos Moreira, CEO of SealSQ [LAES] Interview with Fabio Giorno [Deep Dive & Analysis]

We’ve had a jam-packed week already with Jerome Powell, earnings from Microsoft and Meta, and major moves in quantum and AI stocks. Tonight’s episode covers 6 stocks and the broader market heatmap. I invite you to join our channel as a member and our Discord - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join • Microsoft and Meta soared after hours on strong AI and cloud results, reigniting optimism across tech. • Nvidia, Amazon, and Palantir are also gaining momentum into earnings. • Rigetti dipped under $15 after Powell’s speech caused volatility. I remain bullish into earnings and hardware launch but note $15 is a psychological resistance. • LAES showed surprising strength after channel contributor Fabio interviewed the CEO of SEALSQ. A deeper dive episode with Fabio is coming soon. • The LAES chart is showing a possible trend reversal, but resistance remains at 3.88 and 4.50. • IONQ looks like it could be forming a bear trap. Despite the pullback, it has held most of its explosive 38% gains from a few weeks back. I remain bullish into their August 6 earnings. • BigBear.ai continues to consolidate around $6.50–$8.76. This may be a healthy pause after a 160%+ move since April. • FUBO surged 22% today after strong preliminary Q2 results and accelerated timeline on its Disney-Hulu deal. I entered earlier this year — could see 50% more upside if momentum holds. • VERI remains highly risky, with declining revenues and long-term downtrend, but I’ve seen a bounce. The PR team reached out for a potential interview — let me know if you’d be interested in that content. Also a big shoutout to DavidUSA in our Discord for a great week of trades! Visit https://thequantumbull.com for deeper research, Discord access, and more. 00:00 - Intro
01:00 - Microsoft & Meta Earnings Recap
03:15 - Nvidia, Amazon, Palantir Pre-Earnings Setup
05:00 - Powell’s Speech & Market Reaction
06:20 - Rigetti (RGTI) Earnings and $15 Technicals
08:40 - LAES Update & CEO Interview Incoming
11:10 - IONQ Setup Into August 6 Earnings
13:00 - BigBear.ai (BBAI) Consolidation Zone
14:40 - FUBO’s 22% Surge & Disney-Hulu Deal
16:30 - VERI
18:10 - Community Shoutout + Final Thoughts

Bullish Setup to Close the Week? BBAI, LAES, RGTI, IONQ, VERI - SealSQ CEO Interview

Earnings Week Outlook | RGTI, BBAI, JOBY, SOFI
Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join We’re entering a massive week for earnings across tech and quantum. In this episode, I review four stocks — Rigetti (RGTI), BigBear.ai (BBAI), Joby Aviation (JOBY), and SoFi (SOFI) — and share price action, catalysts, and predictions. • RGTI is holding strong above $15 after its chip announcement surge. Eyes on $17.52 breakout zone with earnings August 12 and chip release August 15. • BBAI is up 187% since April and building a healthy base between $6.50–$8. Without a new catalyst, price may consolidate further. • JOBY has faced multiple rejections at $18.54 after a huge run from $6. Risk of retracement if market turns risk-off, but upside remains on future EVTOL momentum. • SOFI reports earnings before market tomorrow. It’s past its 52-week highs but well below ATHs. Despite good earnings, it’s seen multiple selloffs. Could retest $16–$17 support if momentum fades. Market-wide, quantum and high-beta stocks took a hit today, with D-Wave and ARQQ down sharply. I also covered key S&P, Nasdaq, and earnings week outlooks. Let me know in the comments: What’s your top stock pick this week? Visit https://thequantumbull.com for research, stock breakdowns, and our community hub.

Rigetti Holds Strong at $15 - High Beta Stocks Sell Down Before Earnings | RGTI BBAI JOBY SOFI

IONQ reports earnings on August 6th, and the stakes are high. In this video, I break down their recent acquisitions, quantum roadmap, cash position, and why I believe IONQ is in great position. Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join • De Masi appeared on Mad Money with Jim Cramer, reinforcing that IONQ is building both a quantum computer and a quantum internet. • IONQ’s acquisition of Oxford Ionworks aims for 256 qubits by 2026 and over 10,000 by 2027. • Acquisitions of LightSync and Capella Space position IONQ for scalable quantum networking and space-based key distribution. • Drug discovery breakthroughs with AstraZeneca, AWS, and NVIDIA showcase hybrid quantum-classical applications in medicine. • IONQ completed a $1.6B equity raise, placing them among the strongest financials in the quantum sector. • The company has over 66 open positions — a strong signal of expansion. • Q2 revenue guide is between $16M–$18M — if achieved, this will be IONQ’s highest revenue to date. • Q1 beat EPS expectations and reaffirmed full-year guidance, creating bullish sentiment ahead of Q2. • Technicals show rejection just below $48, with key resistance at $48.68 and price discovery possible if it’s broken. • I’m holding both shares and call options through earnings. Bull case targets all-time highs. Bear case retests $38. IONQ is one of the few companies building the future of computing and could be the face of America’s quantum push. Visit https://thequantumbull.com for more deep dives and industry coverage.

IONQ Earnings Preview: De Masi + Jim Cramer React, Recent News, Financials & Stock Price

Rigetti Earnings Preview and Bull Case Breakdown
Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join
Rigetti Quantum Computing ($RGTI) is gearing up to report Q2 earnings on August 12th, with a major hardware release planned just days later. In this episode, I dive deep into Rigetti’s tech roadmap, financials, recent partnerships, and what could be the catalysts for a breakout. • Cantor Fitzgerald gave Rigetti a $15 price target, and it’s now trading at that level with strong technical support. • Rigetti will launch its 36-qubit chiplet-based system on August 15, and they’re on track to release a 100-qubit modular chip by year-end. • Their recent multicore quantum breakthrough halved their two-qubit gate error rate — a major hardware leap. • Rigetti raised $350M via ATM, giving them $575M in cash and no debt — runway secured for years of R&D. • Options flow is bullish going into earnings, with more calls than puts and a 1.42 call-to-put ratio. • The company continues to show fiscal discipline, with predictable opex and improving cash flow metrics. • CEO emphasizes long-term scalability using chiplet architectures and superconducting qubits — a smart bet against other modalities like trapped ions. • Strategic partner Quanta invested $35M and committed $250M more over 5 years. Quanta was an early investor in Nvidia and Apple. My base case: Rigetti holds above $15 and trends higher with successful chip launch updates.
Bear case: Pullback to $12–13 offers strong entry point.
Bull case: Breaks $17.50 and enters price discovery zone toward $21–25. I remain bullish and am holding LEAP calls and shares into this catalyst window. Visit https://thequantumbull.com for more research, earnings previews, and community tools.

Why I’m Buying Rigetti Before Earnings: News, Hardware, Price Analysis and 2025 Outlook

Market Watch: Rigetti, D-Wave and more: Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join The market posted record highs today — and optimism flooded back into high-beta and quantum stocks. In this episode, I break down six fast-moving tickers and what’s driving momentum: • D-Wave ($QBTS) closed above $20 on a raised price target from B. Riley. Volatility continues, but this could signal price discovery ahead. My long-term target remains $40. • BigBear.ai ($BBAI) is doing its classic bipolar swings, with a bullish uptrend intact. CEO visibility is increasing and AI funding tailwinds are in play. • Joby Aviation ($JOBY) continues a parabolic run fueled by global eVTOL enthusiasm. Volume is surging as investor sentiment heats up. • Archer Aviation ($ACHR) remains more volatile but may be tracking with Joby’s momentum. $11.58 and $12 are key levels I’m watching into earnings. • Rigetti ($RGTI) looks strong above $15. With earnings on August 14 and a new 36-qubit chip dropping August 15, I’m holding long and have added LEAPs at the $15 strike. • Lunar ($LUNR) surged 18% today and may be in the early stages of a bullish reversal. I’m not adding yet, but the technicals are improving fast. We also touch on broader macro optimism from the Japan-US trade deal and improving US-EU tariff talks. Nvidia, Oracle, and the financials posted strong sessions as well. Join the community for deeper research, daily trade insights, and Discord access — or head to https://thequantumbull.com for more.

Small Cap Stocks SURGE: D-Wave Closes Above $20, Rigetti, Lunar, BigBear.Ai, Joby and Archer

Two Weeks in Quantum: Headlines, Investments, and Breakthroughs In tonight’s episode, I recap the past two weeks of quantum computing news, investments, and breakthroughs — one of the busiest stretches we’ve seen all year. Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join • IonQ closes a $1 billion equity offering at a premium, calling it the largest institutional investment in quantum history. They also completed their acquisition of Capella Space to advance quantum key distribution and networking via satellites. • Rigetti achieves 99.5% fidelity on its modular 36-qubit chip, keeping it on track to launch the system in August and hit 100+ qubits by year-end 2025. • D-Wave releases a survey showing rising interest in quantum optimization — nearly half of businesses expect $1–5M ROI within a year of adopting quantum. • US and Israel announce plans for a $200M joint quantum and AI fund, potentially backed by Gulf states. • BTQ launches the first quantum-native proof-of-work simulator for blockchain. • Microsoft and Atom Computing partner to build a powerful level-2 quantum system in the Nordics by 2027. • A team demonstrates magic state distillation in logical qubits for the first time — a crucial milestone toward error-free, fault-tolerant quantum computing. • Oxford Ionics and Iceberg Quantum partner to advance fault-tolerant architectures with lower qubit overhead. • Google announces $100K research grants to explore quantum phenomena in brain function, expanding its quantum biology efforts. • Quantum Index launches as a new framework ranking early adopters like Volkswagen, JPMorgan, and Cleveland Clinic. • Bank of America calls quantum “potentially the most transformative technology of the next decade,” although it has yet to initiate formal coverage. We also discuss why 2025 may already be shaping up as a banner year for quantum, with momentum building across hardware, software, and policy. If you enjoy ad-free, in-depth content like this, join as a channel member for exclusive Discord access, charts, and setups — or visit https://thequantumbull.com for daily quantum and tech investing insights. ⸻

Two Weeks in Quantum Computing: IonQ, Rigetti, D-Wave & Cybersecurity, Breakthroughs and More

SealSQ Deep Dive: Quantum Cybersecurity, Roadmap, and CEO Interview Preview Please consider joining the channel - you support creator content in the quantum space and there are unique perks :) https://www.youtube.com/channel/UCadNcTFsjFZOKg1ARo393AA/join In tonight’s episode, I sit down again with Fabio, one of the most informed retail investors in SealSQ, to talk about the company’s roadmap, its hardware and software offerings, and his upcoming live interview with CEO Carlos Moreira. • SealSQ focuses on hardware-first quantum cybersecurity, with its QS 7001 chip already validated and scheduled for production in Q4 2025. • Their technology applies to automotive, medical, smart energy, agriculture, smart homes, and military sectors — all with high security requirements. • The upcoming CEO interview, live on July 30, will also feature Bernard, their head of hardware, to dive deeper into operations and post-quantum readiness. • Fabio explains why SealSQ’s nanosatellite and LEO-based quantum cryptography vision could disrupt the quantum cybersecurity landscape. • We also cover the risks: delayed production, revenue shortfalls, dilution, and how retail-dominated ownership could impact stock dynamics. We close with a technical breakdown of SealSQ’s price action, discuss key resistance at $3.88, and what needs to happen for the stock to move back into the double digits. If you enjoy content like this, join as a channel member for exclusive Discord access, charts, and more — or visit https://thequantumbull.com for daily quantum and tech investing insights.

Quantum Cybersecurity After Dark: Fabio Giorno on SealSQ (LAES) & Quantum Security

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