In today's technology agenda, quantum computing is seen as the key to the future. Here are the quantum companies that could shape the future: ⚛️💡 ​ $IONQ: Providing an integrated approach that combines hardware and software, it is advancing towards commercializing quantum computing technology. 🚀 ​ $RGTI: Developing quantum processors using superconducting technology and providing cloud access to quantum computing platforms. ☁️💻 ​ $QUBT: Aiming to become a major player in the industry by accelerating quantum technology with advanced hardware and software solutions. 📈 ​ $D-WAVE: Focusing on solving optimization problems using quantum annealing. 🌐🔬 ​ $HON: A technology giant that provides quantum computing solutions in various sectors, such as fishing systems, smart cities, and aviation. ✈️🏙️ ​ $XLNX ( $AMD): Supporting industry innovation by developing specialized hardware and software solutions for quantum computing. ⚙️🔗 ​These companies play a leading role in shaping the technology of the future. The potential of quantum computing is limitless! 🌌 ​#Quantum #QuantumComputing #Technology #Investment #Future #IONQ #RGTI #QUBT #DWAVE #AMD

I liked yesterday's pullback, as my expectations for AMD are focused on the second half of the year. I'll be able to buy some more shares. Because Chinese export restrictions haven't been clarified, they've been forced to write off their inventory as a loss, hurting their profitability. The effect is temporary. The game will change in the second half.

📉 Unfortunately, a lackluster earnings report for AMD. I was afraid of weak EPS, and it came true. At least there are positive signals on the forward guidance side. However, when expectations are set high, high price volatility is inevitable. If we hold above $170, perhaps even close the week above this level, we will have survived with minimal damage. The market loves to exaggerate. Conversely, if a correction is possible, a dip to $140-$150 could be a buying opportunity for those looking to add to their portfolio. 📢 Here are my key points: • Q3 guidance does not include the MI308 revenues planned for sale to China. The sale is still awaiting approval. However, there is a large amount of equipment in stock, ready for immediate shipment. • We still haven't seen the expected AI boom. Lisa Su points to the MI350 ramp-up for this. The market and investors now want to see results. The second half of 2025 is critical.