SG on X
btw I agree that with this take on the warrants, and how it limits the company's upside. No interest in holding $IONQ directly. https://t.co/HY6SuHuOHE
NYSE
IonQ, Inc.
IONQ
6 stories
$13B Market cap · 2026-10-22
SG on X
I am a skeptic of the current quantum companies but cannot ignore that $IONQ just doubled its cash hoard from $2B to $4B, selling shares/prefunded warrants at $40 (above market) covered 2:1 by warrants with a strike at $69.46. Not a bad move imo. While I agree with critics that the warrants are a bit oppressive, shitcos will have to pay up one way or another to raise $$ in size. There are worse structures. No position in IonQ rn, but considering selling long-dated calls in the 2x inverse ETF $IONZ - I think the underlying will participate strongly in any junk bounce towards year end.
IonQ: Elisity Acquisition And The Bigger Picture
IonQ’s $1.3 billion all-stock Elisity acquisition dilutes holders but targets engineering challenges in its quantum-computing buildout.
Dilantha De Silva 2 clicksSG on X
$IONQ is down 48.66% over the past year. So its 2x inverse ETF must be up a lot, right? Nope. $IONZ is down a whopping 86%. The 2x bull ETF $IONX is even worse, down 91.79%. These instruments are toxic. https://t.co/oGxZrq6Xy1
IonQ: Nvidia QPU Catalyst Isn't Enough
IonQ's Q2 2026 revenue rose 287% to $80.1 million, but durability hinges on its $485 million RPO and enterprise adoption for production AI…
Deep Value Investing Deep Sail Capital on X
Quantum stocks can’t even pump at all anymore. 4% move for $RGTI 2% move in $IONQ Fades all across the group.
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