Tech Markets. Opinion, not advice.
Joined May 2022
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Jun 14
Not a day passes where I am not amazed by Poke @interaction . This weekend my Gsuite was compromised (by a third-party phishing Google SSO). Malicious actor sent out suspicious email to my contact list. The way Poke took initiative to contain the situation was a game changer.
Nevermind finding me discount codes better than Honey for all my online purchases. Or booking my entire trip to attend @enhanced_games recently.
Thank you @marvinvonhagen & @interaction team - you are building something truly beautiful.
poke.com (not paid)
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David Lindeque retweeted
13 Nov 2025
BREAKING: Quantum computing stocks in historic collapse — Is this the dot-com bubble 2.0?
All 4 major stocks have lost ~50% in under a month:
$RGTI: $58→$26 (-54%)
$QUBT: $27→$10 (-53%)
$QBTS: $47→$24 (-42%)
$IONQ: $85→$46 (-44%)
Investors are now confronting the fundamentals: 200-900x sales multiples, zero profits, widening losses, and commercial quantum still at least 15-30 years away.
Combined loss: $30B in market cap evaporated since mid-October peaks.
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David Lindeque retweeted
13 Nov 2025
Quantum stocks are one of 2025’s hottest trades, but the fundamentals tell a very different story.
We just released The Quantum Bubble at @AurelionRsch, a look at what’s driving these crazy valuations and why the risk-reward is so uneven. $QBTS $QHBT $IONQ
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6 Nov 2025
Kinda bored, might just start a “quantum” or “nuclear” company. Might just SPAC it, take some cash off the table, chilling.
Get a few contracts (we’re a quantum/nuclear company - obviously) and show 100% quarter on quarter revenue growth from a base of $0 - it’s just % revenue growth that counts right?
Enticing. $QBTS $RGTI $OKLO
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28 Oct 2025
$RGTI $IONQ If the average quantum bull/investor actually understood the true state of the tech - decades away from any useful business case - they would sell immediately.
And should quantum be a great bet, you best believe Jensen & $NVDA (plus IBM etc) will lead it. Unmatched experience with complex mass manufacturing, infinite funds, distribution through existing partnerships.
Results release soon. And then it’s goodnight to these lofty valuations.
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24 Oct 2025
The best feature Apple $AAPL has released this year is screening spam calls with AI. Used to receive ~5 per day.
Thanks Tim, you Cooked. 👌🏻🍎
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22 Oct 2025
$RGTI $IONQ Sad to watch retail get wrecked in another bubble. Unfortunately, these companies are worth 10% of what they were trading at.
The irony is companies like Google, IBM (and you can bet Jensen & Nvidia are cooking too) lead the quantum space.
We will see a further 40% drop from here.
There are zero fundamentals. Zero product. Zero confident timeline.
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