quantum-computing theme · 6 dossiers

Broken gov-capital quantum leg, now publicly capitulated: seven-plus down weeks, an inverse-ETF complex up to +108%, and Cramer warning it off air on 2026-07-23. Washed out but not based, heading into a binary Q2 print (est. 2026-08-05 to…

Two unpriced agreements in six sessions — AT&T 07-27, Nasdaq Verafin 08-03 — carried QBTS back over the AT&T spike high on half the volume, but it still sits under a 50-day at $22.53. The 2026-08-06 pre-open print against a $4.03M…

Sector bid extended a second session on 2026-08-04 — QUBT $9.23, +26.4% from the 2026-07-29 close of $7.30 with no company news since 07-27 — but it was again the smallest gainer in its group and still sits under a $9.51 50-day line. The…

Quantum pure-play basket is in outright hype-cycle deflation: RGTI ~$14.19 (2026-07-17), -27% MoM, and the $14 shelf that held the May CHIPS-stake gap and the June executive-order pop has broken. Inverse quantum ETFs printing +108% and the…

Mature-node foundry re-rating into a silicon-photonics/quantum-foundry story; partnership cadence still compounding (SEALSQ PQC MoU 2026-07-08). But a fresh entry now buys above the ~$79.72 consensus target, near the $92.55 52w high,…

The eFPGA/defense royalty squeeze has fully unwound: QUIK is ~$13, roughly 47% below the $24.33 June high, and the $18 shelf broke exactly as the Russell inclusion passed. July's post-quantum IP announcement drew no bid — good news into no…