$Rigetti Computing(RGTI.US) barely moved, $IonQ(IONQ.US) dipped slightly. Quantum computing has been quiet for a while—the sentiment driven by Nvidia and policy funds in the last round has mostly faded.
The commercial milestones still face the same old issues: error correction, quantum volume, and real customer revenue. None of these can be realized in just one or two quarters.
Is this sideways period a bottom zone for chip 换手 (changing hands), or a midfield for continued valuation digestion? I bet on the midfield—the current pricing still retains some warmth from the previous hype. When actual milestones land, the market will tell you with a gap jump; there's no need to squat in advance.
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