QB QBTS D-Wave Quantum Loading... : Investor Sentiment and Bull/Bear Views

The author sold QBTS 10/16 and 10/30 13.5 puts and states he is 'looking for assignment,' meaning he wants to acquire the shares at $13.50. This is a bullish stance on QBTS expressed via short puts, with the intent to own the stock. The main risk is that the puts are assigned only if the stock falls to or below the strike.

The author states they hold QBTS call options, framing them as 'Quantum LEAPS'. No causal rationale, catalyst or risk is provided beyond the disclosed position. This is a bare holding disclosure in a quantum-computing name.

The author argues D-Wave Quantum is a premier high-beta proxy for quantum computing adoption, citing the CGI partnership to integrate Advantage2 into enterprise optimization, $100M CHIPS Act funding, an expanded AT&T partnership, and a board appointment signaling institutional readiness. The mechanism is that these commercial and federal catalysts can drive enterprise adoption and revenue growth. The main stated risk is high cash burn with stagnant ~$3.1M quarterly revenue and operating expenses more than doubling, meaning the commercial pipeline must outrun burn before next-gen gate-model systems arrive. No explicit time horizon is given, and the author advises sizing the position appropriately within a diversified portfolio.