Just_Super/iStock via Getty Images Rigetti Computing, Inc. ( RGTI ) is one of the several pure-play public companies focused on capturing the vastly expanding quantum technology market. This is an area that is largely untapped and one where investors are willing to pay high premiums to own a small piece of potential winners. With an ever-evolving narrative, there has been multiple opportunities to...
Just_Super/iStock via Getty Images Rigetti Computing, Inc. ( RGTI ) is one of the several pure-play public companies focused on capturing the vastly expanding quantum technology market. This is an area that is largely untapped and one where investors are willing to pay high premiums to own a small piece of potential winners. With an ever-evolving narrative, there has been multiple opportunities to buy/sell stocks across the quantum landscape. However, there still appears to be a significant amount of hype embedded into shares. My last report on RGTI was at the end of January , where I argued shares reflected a high probability of success in an otherwise uncertain environment. Rigetti's approach to quantum is based on superconducting qubits, which are designed, built, and fabricated all by Rigetti. In quantum, the technological approach is truly a competitive differentiator. Companies such as Rigetti, D-Wave ( QBTS ), Quantum Computing ( QUBT ), and IonQ ( IONQ ) are all taking different approaches to achieve quantum computing advancements. In my opinion, it has yet to be seen which method will garner the most traction and be the most effective, which is why volatility across this sector exists. Seeking Alpha Since then, the stock has fallen over 45%, a material underperformance. However, I don't think the stock has yet to find a bottom. The recent quarterly update was a positive step forward, but there is still a long ways - and much uncertainty - until "success" can be achieved. With many emerging technological trends, with Quantum and AI being great real-time examples, investors often overlook how quickly near-term success can be achieved. This often results in aggressive premiums paid to own the perceived winning stocks. However in reality, this can take multiple years to play out. Of course, there is a lot of money to be made if invested in the early winners, but with quantum, I believe visibility into who those winners will be is still multiple quarters away. F...
Bilal Saab, Senior Managing Director at TRENDS US and an associate fellow at Chatham House, warns that Iran has a "plethora of options to cause mayhem" in global energy markets. Saab, who served as a senior advisor to the Pentagon, also discusses his takeaways from President Donald Trump's primetime address on the Iran war. (Source: Bloomberg)
Bilal Saab, Senior Managing Director at TRENDS US and an associate fellow at Chatham House, warns that Iran has a "plethora of options to cause mayhem" in global energy markets. Saab, who served as a senior advisor to the Pentagon, also discusses his takeaways from President Donald Trump's primetime address on the Iran war. (Source: Bloomberg)
A parking dispute in Kuala Lumpur has expanded into a wider debate over entitlement, public humiliation and online bullying in Malaysia, after a woman who damaged a car blocking her own issued a public apology that many said looked coerced. The row began on Tuesday in Wangsa Maju, a densely populated suburb of the Malaysian capital, where videos shared on Threads showed a woman unable to reverse o...
A parking dispute in Kuala Lumpur has expanded into a wider debate over entitlement, public humiliation and online bullying in Malaysia, after a woman who damaged a car blocking her own issued a public apology that many said looked coerced. The row began on Tuesday in Wangsa Maju, a densely populated suburb of the Malaysian capital, where videos shared on Threads showed a woman unable to reverse out of her parking spot after a red Perodua Ativa was left double-parked behind her car for about an...
JHVEPhoto/iStock Editorial via Getty Images Taking advantage of the recent earnings release of Broadcom ( AVGO ), I have decided to review how the integration of VMware from more than two years ago is performing in the numbers. It is a relevant moment due to the market situation, and because I think it also makes sense to check the health of the company’s moat before buying any internal or externa...
JHVEPhoto/iStock Editorial via Getty Images Taking advantage of the recent earnings release of Broadcom ( AVGO ), I have decided to review how the integration of VMware from more than two years ago is performing in the numbers. It is a relevant moment due to the market situation, and because I think it also makes sense to check the health of the company’s moat before buying any internal or external narrative around the stock. Before going into the numbers, my first impression after reviewing the price has been, are we in a distribution phase?, could it be the prelude to a decline phase?. As a starter, I would say that the current multiple does not leave much room if the situation starts to deteriorate, but also that the management narrative arguing strength can be demonstrated. Let’s see then in what situation we find ourselves. Data by YCharts The moat is real We start from the results obtained by AVGO , that is, from the $19.3B of total revenue, of which the Semiconductor Solutions segment represents 65%. This is relevant before continuing because just one FY ago, the weight was 58%/42%, and the main reason this is happening is AI. AI revenue continues accelerating , and they already add eleven consecutive quarters, since in FY23 it amounted to $3.8B, in FY24 $12.2B, in FY25 $19.9B, and only in this Q1 of FY26, it already stands at $8.4B. For me, this is structural if we take into account that a change is taking place in the conception of computing infrastructure in hyperscalers, that is, with an XPU specifically designed for the workloads of these companies, it translates into more predictable memory access patterns, fixed network topologies, and basically, models that, in addition to being executed millions of times, end up being between 40% and 65% cheaper in TCO at gigawatt scale. And I say structural because AVGO co-designs these XPUs with its clients, translating the architecture into manufacturable silicon with TSMC (TSMC), which has the positive aspect of ...
JHVEPhoto/iStock Editorial via Getty Images Taking advantage of the recent earnings release of Broadcom ( AVGO ), I have decided to review how the integration of VMware from more than two years ago is performing in the numbers. It is a relevant moment due to the market situation, and because I think it also makes sense to check the health of the company’s moat before buying any internal or externa...
JHVEPhoto/iStock Editorial via Getty Images Taking advantage of the recent earnings release of Broadcom ( AVGO ), I have decided to review how the integration of VMware from more than two years ago is performing in the numbers. It is a relevant moment due to the market situation, and because I think it also makes sense to check the health of the company’s moat before buying any internal or external narrative around the stock. Before going into the numbers, my first impression after reviewing the price has been, are we in a distribution phase?, could it be the prelude to a decline phase?. As a starter, I would say that the current multiple does not leave much room if the situation starts to deteriorate, but also that the management narrative arguing strength can be demonstrated. Let’s see then in what situation we find ourselves. Data by YCharts The moat is real We start from the results obtained by AVGO , that is, from the $19.3B of total revenue, of which the Semiconductor Solutions segment represents 65%. This is relevant before continuing because just one FY ago, the weight was 58%/42%, and the main reason this is happening is AI. AI revenue continues accelerating , and they already add eleven consecutive quarters, since in FY23 it amounted to $3.8B, in FY24 $12.2B, in FY25 $19.9B, and only in this Q1 of FY26, it already stands at $8.4B. For me, this is structural if we take into account that a change is taking place in the conception of computing infrastructure in hyperscalers, that is, with an XPU specifically designed for the workloads of these companies, it translates into more predictable memory access patterns, fixed network topologies, and basically, models that, in addition to being executed millions of times, end up being between 40% and 65% cheaper in TCO at gigawatt scale. And I say structural because AVGO co-designs these XPUs with its clients, translating the architecture into manufacturable silicon with TSMC (TSMC), which has the positive aspect of ...
undefined The contribution of high value-added industries such as biomedicine to China’s total economic inputs dropped in March, with declines in capital and labor inputs, a Caixin index shows. The Caixin BBD New Economy Index (NEI) came in at 31.7, down 2.1 points from the previous month . That indicates new economy industries accounted for 31.7% of China’s overall economic inputs.
undefined The contribution of high value-added industries such as biomedicine to China’s total economic inputs dropped in March, with declines in capital and labor inputs, a Caixin index shows. The Caixin BBD New Economy Index (NEI) came in at 31.7, down 2.1 points from the previous month . That indicates new economy industries accounted for 31.7% of China’s overall economic inputs.
阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现接近全球最强编程模型 Claude 系列。在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agenti...
阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现接近全球最强编程模型 Claude 系列。在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”可用。目前，Qwen3.6-Plus已上架阿里云百炼，每百万Tokens（词元）输入最低2元；千问3.6也已登陆悟空、千问APP等阿里AI应用和平台。（科创板日报）