IonQ Inc is a pioneering company in the field of quantum computing, focused on developing cutting-edge quantum hardware and software solutions
The company aims to revolutionize computation by harnessing the principles of quantum mechanics, providing businesses and researchers with access to advanced quantum systems that can solve complex problems at unprecedented speeds. IonQ's technology has applications across various sectors, including artificial intelligence, optimization, and materials science, positioning itself as a leader in the rapidly evolving landscape of quantum information technology. Through strategic partnerships and a commitment to innovation, IonQ is striving to make quantum computing accessible and practical for diverse industries.
Jensen Huang will give a keynote speech at Nvidia's GTC conference next week. A keynote from Huang at CES earlier this year took Nvidia stock to highs.
Kerrisdale noted that despite the stock pulling back from its all-time highs, it is still trading at a “staggering” multiple of 40 times the consensus 2026 revenue estimate.
Growth boosts valuation multiples, but it doesn’t always last forever.
Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
