IonQ Inc (IONQ)

[4retire]

I agree with you. NVDA had great numbers. Some complain that the GP has declined three points from 76% to 73%. That is comical. What other company does almost 40 billion in a quarter at these profit levels? Their free cash flow is north of 60%. Colette and Jensen on the CC explained the GP decline as paying expedited prices for Blackwell to satisfy customer demands and they’ll have the opportunity to lower their costs/raise GP %. Blackwell sales over 11 billion this quarter…..analysts were predicting $5 billion.

IONQ appears to be the very best bet for quantum supremacy. Investing early is smart but frustrating to watch the big movements downward. As far as Kona, I respect him and his work ethic. I’ve learned a lot from him. He’s committed and protective of his investment in money and effort. I have no qualms with him. You are both very bright and, as such, should be able to overlook points of disagreement. GLTY