MadeTheAccountForWSB retweeted
It's incredible how that guy can be so wrong for decades yet clip almost half a billion in fees
teapawt.net/CasinoCapital/status/1…
MadeTheAccountForWSB retweeted
1/2 Many have sent me Hussman’s latest. I agree with virtually all of it on the valuation and forward expected return front.
And then he chimes in with passive… John is in the “this is a rationalization for why the bubble is everlasting” camp. John’s last communication to me in Dec 2020.
“What distresses me the most is the assumption that somehow Fed intervention and passive investing disable the arithmetic between current prices and future returns (for a given set of future cash flows). In other words, they're assuming that long-term returns continue to be high indefinitely.” (@hussmanjp )
Like others, John has been fighting the good fight on valuation so long, he fails to see an ally. Passive “permanently” shifts valuations UNTIL their flows either reverse or are offset by other flows (redemptions, insider/secondary, new issues). It’s not magic, it’s recognition of an empirically less elastic market than EMH ASSUMED. The cash on the sidelines remains (unless used to pay down debt). How we buy and what we buy matters.
MadeTheAccountForWSB retweeted
With this new H1B order, remote jobs are going to flood the market
Many employers will happy give 100k to remote workers than giving to government
Indians will earn in $ and the choose where to spend.
Nomad locations will be on the rise
Offshore hiring in India, phillipines, indonesia, vietnam will rise
MadeTheAccountForWSB retweeted
didn't expect this to blow up, these were early morning thoughts
but did some more reading and found out HIRE Act, eventually this cost will be passed on to remote workers which I still feel is manageable
MadeTheAccountForWSB retweeted
And I would argue @IonQ_Inc has best best upside potential of any of these companies.
MadeTheAccountForWSB retweeted
.@IonQ Scores $20M Quantum Computing Deal With University Of Maryland And Triples 2021 Bookings $DMYI forbes.com/sites/patrickmoor… via @forbes
MadeTheAccountForWSB retweeted
New @IonQ_Inc quantum computing architecture: micron-scale evaporated glass ion traps in fused silica, as used to make microfluidic chips spectrum.ieee.org/ionq-new-q… @IEEESpectrum @cenmag @QTC_UMD @NIST @JQInews
MadeTheAccountForWSB retweeted
We're thrilled to share our latest technological advancement: Reconfigurable Multicore Quantum Architecture, the result of an amazing amount of hard work and innovation by our trap R&D team ionq.com/news/august-25-2021…
MadeTheAccountForWSB retweeted
Absolute Return Podcast #168:
Leadership Chat: IonQ CEO Peter Chapman
accelerateshares.com/podcast…
1/ $DMYI $IONQ
MadeTheAccountForWSB retweeted
What do QML, QAOA and VQE all have in common? They are believed to be the most promising algorithms for near-term #QuantumComputing and are all variational algorithms.
So what’s so special about variational algorithms?
ALT https://link.springer.com/chapter/10.1007%2F978-3-030-50433-5_45
MadeTheAccountForWSB retweeted
And then there was this which promised useful QC “by end of decade” in 2016. I don’t really fault them for this - all of us are taking longer than expected - it’s just worth being aware the timeline is always in flux.
weforum.org/videos/towards-a…
MadeTheAccountForWSB retweeted
So many good talents... the hype comes true. Also Kelly Connors-Vasquez (was not mentioned) linkedin.com/in/kelly-connor… SpaceX (7+ years), Boeing (6+ years)..
MadeTheAccountForWSB retweeted
Jungsang Kim from @IonQ_Inc /@DukeU at ICQC 2021 about Commercial Quantum Computing with trapped ions.
The Benchmark Algorithm Comparison (~ 23:25) shows the advantage of IONQ technology $dmyi $ionq #quantumcomputing
youtu.be/vJXZUuveDgo
MadeTheAccountForWSB retweeted
Equity investments in quantum computing nearly tripled in 2020, busiest year on record & are set to rise even further in 2021. In 2021, IonQ became first publicly traded pure-play quantum computing company, at an estimated initial valuation of $2 billion
bcg.com/fr-fr/publications/2…
MadeTheAccountForWSB retweeted
If you’re fascinated by possible intersection of #quantum tech and #climatechange, but frustrated nobody has yet reviewed it in a rigorous way beyond handwavy statements, check out this new work from the awesome @Q4Climate…
arxiv.org/abs/2107.05362
MadeTheAccountForWSB retweeted
“The magic is how to come up with architecture that is compatible with the semiconductor industry. We are going for 10 000 physical qubits to distill into one logical qubit. It’s expensive, but a price well worth paying.” Jeremy O’Brien @PsiQuantum in @PhysicsToday
MadeTheAccountForWSB retweeted
A new type of photon detector for #TrappedIons developed by the Jungsang Kim group @usnistgov @IonQ_Inc (arxiv.org/pdf/1902.04059.pdf). Readout in 12us with fidelities of 99.931(6)%. This same technology previously integrated in a trap by @usnistgov (pic2 arxiv.org/pdf/1611.09949.pdf)
