Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 28.7× earnings vs its 19.9× historical median P/E.
Fair value ≈ $58.04 · price $83.44 today
Overvalued · 44% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Quantum Computing R&D Spend Q1 2026 vs Q1 2025 (in $K):
$RGTI: $19,957 (+29%)
XNDU: $17,348 (+73%)
$INFQ: $9,951 (+92%)
$QUBT: $6,969 (+133%)
QBTS: $25,793 (+151%)
$IONQ: $125,740 (+215%)
$IONQ dominates in both absolute spend and growth, outinvesting the peer group. It remains a primary contender in the quantum race.
@Stocksgowsyup personally the only one I truly care about low/middle income families defaulting on large loans. It seems that the way it is being mitigated for now is underwater car loans are sold at a loss to dealerships to cut out expenses to take personal paperloss 2-4 $K.
Banks are mitigating defaults by reducing minimum payments while mortgage holder is in long duration joblessness. The government and tech is in a long reduction cycle and it will affect middle class loan defaults pool of mortgages. Next cycle is retail, food, and hospitality which trends the lower and middle lower towards default.
I think the middle income owner willing to just walk away are Airbnb owner-operators.
The worst part of $ABNB is the house is awful for $OPEN business model. In expensive areas w price propped by tourism not owner occupied w2 income. Buyer model will lose for years catching all the falling knives
These indicators aren't collapse events. They are showing dry spells and momentum down.
$GIS $K $NVO $SPY
Watching food companies pivot hard due to GLPs is amazing. However, they are a bit out of touch with consumers. For example, pivoting lucky charms Into whey protein when its target audience has always been children and nostalgic adults is like attempting to sell high end athletic equipment at Toys R US @Stocktwits
What are we doing?
$K
A new study published in Food Chemistry found that patties made with hemp seed protein may come closer to beef than other plant-based alternatives when it comes to nutrition, safety and flavor.
Researchers from Guangdong Medical University and Changchun University of Chinese Medicine found that the hemp-based patties were rich in essential amino acids and unsaturated fatty acids, while also outperforming the other plant-based patties on multiple measures of protein quality and digestibility.
$SMCI Some forecasts suggest SMCI's revenue could reach approximately $48.2 billion by 2028.
12 billion dollar market cap and 48.2 billion per year revenue in 2028.
How does this make sense?
$F $UC.X $K these bears. Hope they get their karma
$BTC.X $ETH.X $MSTR $XRP.X Exactly Zero. Stop with the tired crypto doom posting at the whiff of any rallies. Just close out your MSTR puts and you won’t have to frantically doom post every time BTC moves up a couple $K
