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🚨 $QBTS exposed!
🧵Compilation of rigorous HARD EVIDENCE exposing annealer's failures: scientific papers & benchmarks proving it's outclassed by classical systems & rival optimization tech; proving it's useless for real-world problems; debunking misleading claims & outright lies
$QBTS 🧵👇
D-Wave's story is nothing more than Flat Revenue, Accelerating Costs, and Fleeing Customers - but with some occasional flashy press releases. I saw this myself while working at the company, and now investors have seen it from their Q2 results.
When they report Q3 earnings in November, it could mean the end of the stock's investment enthusiasm, and investors should be prepared for a collapse in price that will never recover.
Corrupt Hsinchu County's project: What is it really about? Not what $GSIT wants investors to believe
A $313K non-recurring open source SOFTWARE contract that $GSIT is now trying to spin as a HW sales opportunity
Reality: GSIT is forced to buy competitors' HW to run the AI model
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$GSIT is a scam effectively run out of Hsinchu County, Taiwan, hiding its operations behind a double offshore structure in the Cayman Islands and British Virgin Islands.
Listen to the CEO 🔊
He can barely speak English:
Because $GSIT's 6MB is so tiny, the data has to live somewhere else, and still has to be moved to and from external memory.
GSIT solves nothing, and it shows.
🧵👇
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Dozens of studies converge on one point: SRAM-based CIM is a bad idea due to its very low density & high energy leakage.
It's common knowledge by now
Examples👇
$GSIT insistence on building Plato around an already failed SRAM concept reveals the nature of the scam: selling BS
DrocDolf retweeted
Let’s tear down the fantasy vs. reality for $MRNA
The Bull Math (The Trap):
• 120k US melanoma cases × $100k/tx = $12B TAM
• 20% net margin = $2.4B profit • 50/50 split with $MRK = $1.2B to Moderna
• 400M shares = +$3.00 EPS• “Easy multi-bagger ,right?!”
The Clinical & Commercial Reality:
Grossly exaggerated TAM:
Intismeran is ONLY for resected high-risk Stage IIB–IV melanoma. That’s ~22k US patients/year, NOT 120k. 80% of melanoma is early Stage 0/I cured with a scalpel in 15 minutes.
Real-world peak penetration: At 40% adoption of the eligible pool, that’s ~9k patients = $900M gross revenue, not $12B.
The net earnings haircut: At a generous 20% margin (bespoke mRNA sequencing & cold-chain logistics aren’t cheap):
• Total program profit: $180M
• $MRNA’s 50% cut: $90M
• Actual EPS contribution: +$0.23 (on ~400M shares)
You won't see meaningful commercial revenue until 2029 at the earliest. Even with late-stage data, regulatory filings, PDUFA reviews, reimbursement coding, and commercial ramp-up take years.
You are waiting until nearly the end of the decade, absorbing clinical & regulatory execution risk, all to net under a quarter per share in melanoma.
DrocDolf retweeted
$MRNA with the single most hilarious possible outcome in this study. EFS HR 0.58. Down the the hundredth, EXACTLY what *NEO*-adjuvant treatment with pembro yielded against adjuvant pembro (the nerfed comparator $MRNA studied against) in SWOG S1801.
What does this mean in English? $MRNA’s drug is showing the exact same benefit versus adjuvant pembrolizumab as NEOadjuvant pembrolizumab did.
Even more simply? If you just give patients a few doses of the pembrolizumab BEFORE you cut their cancer out, you do what $MRNA does for you, except with just the free tumor that’s already inside your body. No need to pay for this $400K drug.
And this makes rational sense, right? The whole point of $MRNA’s vaccine is to produce stuff that looks like the tumor.
You know what looks A LOT like the tumor does? THE FREAKING TUMOR!!!!!!
Absolutely poetic that $MRNA produced the EXACT HR benefit as neoadjuvant pembro did. Truly, the most hilarious possible outcome.
Now can we move on from this bullshit? $MRK and $MRNA should feel free to study their vaccine against the REAL standard of care now - NEOadjuvant immunotherapy.
From my perspective, this has been total fugaze, and an amateurish pump and dump worthy of much lesser enterprises.
Thanks to $QBTS, SQT can finally heal Italians properly 😂
Funny how, in their desperation, D-Wave no longer even bothers to hide the scam, playing the SQT card again.
Amazing find from @MtnYardSale:
Seems new $QBTS partners need quantum annealing and "wrapping" for tissue regeneration, pain therapy, & encryption to secure data from therapy sessions. They also do S-Wave 😂 for diamagnetotherapy.
Obviously D-Wave was missing in their catalog...
DrocDolf retweeted
He has a youtube channel that pumps these stocks over and over - with CEO's of all these sh*tco's like $IONQ shilling their stock to Retail.
And he charges $7.49 a month for it!!!
DrocDolf retweeted
UPDATE: One of the worst public stock recommendation lists you'll find.
On November 6th, @QuantumBullHQ published this list of "long" ideas.
Performance since then:
$LAES: -70%
$RGTI: -70%
$OONEF: -60%
$BTQ: -70%
$ARQQ: -75%
$QUBT: -50%
$QBTS: -65%
$CCCX (now $INFQ): -50%
$IONQ: -50%
$QNCCF: -70%
This is why fundamentals matter. Hype can drive stocks higher for a while, but eventually valuations reconnect with reality.
Anyone who blindly followed this list could be sitting on devastating losses.
Be careful who you follow - I called him out and he blocked me!
$GSIT's next catalyst could hit any minute now: preparations for massive dilution. Hear it straight from a GSIT exec yourself 🔊👇
$GSIT will take every opportunity to massively dilute shareholders, killing any potential pump.
Listen 🔊 to GSI executive himself👇
Gemini-2 was a $175M fiasco that generated zero sales.
Lasserre revealed that Plato is going to be built on a cheap, uncompetitive process node.