Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (20871)	10/2/2025 4:38:29 PM
From: Johnb3	1 Recommendation Recommended By chowder Respond to of 23207

I owned some from SPAC sold the shares last year and sold the warrants last week. These guys are number 2 behind IONQ both have a long road to profitability they have been hot and cold over the past few years and are mostly a momentum play in my mind, They did announce a break thru recently that may or may not mean something. Quantum computing is in my mind very early stage but an adroit trader I am sure can make money on the shares. I got out with some profit, but don't see these companies growing earnings anytime soon. Of course I could be wrong :)

To: chowder who wrote (20871)	10/3/2025 1:08:57 AM
From: Rincon v2.0	2 Recommendations Recommended By Balancedinvestor chowder Respond to of 23207

RE: RGTI I’ve looked at the sector. It is very early. To me these are meme stocks, momentum plays that have made a lot of money for traders. There’s a very active group on X. Lots of pumpers. Zero revenue. RGTI and IONQ are way too speculative for me. If you want a non pure play quantum computing option, there’s IBM and GOOG. These are solid, well financed, serious quantum computing competitors. Two stocks still trading like memes, but with revenue and futures, that I opened full positions in last month, are RKLB and KTOS. RocketLab is involved in aerospace, rockets, satellites, competing with SpaceX launches, and partnering with Northrop among others. Kratos is an innovative and sophisticated military contractor producing jet engines, drones, hypersonic tech, next generation loyal wingman drones, and other military high tech, also partnered with top level aerospace players. Both companies are driving innovation and have catalysts to push their meme-like growth higher. Look at their charts. It is still early days for RKLB and KTOS. These are real companies that I have faith in. Quantum computing isn’t on solid ground. Not my thing. Now that I think about it, I opened a position in RKLB last December in one of the kids’ accounts. That’s up on average price of 80%. I’ve been adding to it all year. Not sure why I waited on my own portfolio.