Quantum

Gemini MAUs: 1.5 billion and accelerating. ChatGPT operates at roughly a fraction of that scale with no distribution moat.
Google Cloud: The #3 cloud infrastructure business, growing at 35%+ annually, powering AI workloads for enterprises that don't want to put all their chips on Azure or AWS.
YouTube: Approaching $50 billion in annual revenue — larger than Netflix, Disney+, and Warner Bros. Discovery combined — and still growing at double digits.
Search: Still the world's most profitable business model, now supercharged with AI-generated overviews that actually increase ad inventory.
BofA Price Target: $430, implying ~11% upside from current levels of ~$388. If the AI agent thesis plays out, $500+ is in play.

The Signal's coverage of Quantum stocks — sharp analysis on earnings, contracts, and market-moving catalysts.

Rigetti Drops 108 Qubits: The Quantum Roadmap Wall Street Is Sleeping On

Rigetti's 108-qubit Cepheus system is live on AWS, Azure, and qBraid. With $569M in cash, three government deals, and a roadmap targeting quantum advantage by 2...

Jun 20, 20261 min read

IONQ ▲ Bullish

IonQ Just Dropped a 755% Revenue Bomb — Quantum Computing's 'NVIDIA Moment' Has Arrived

IonQ ($IONQ) reported record Q1 2026 earnings with revenue of $64.7M — a 755% year-over-year explosion that shattered guidance. The stock surged 22% after the p...

May 25, 20264 minutes