Jian Fan
On the one hand, this is an article about the latest developments at IonQ, and I argue that the share is very much in bubble territory. However, for general optimists in the quantum computing space, there is an alternative that makes more
IonQ Vs. Defiance Quantum ETF: Why I Prefer The Broad Approach
Summary
- IonQ's future sales visibility and technological leadership remain highly uncertain, making its long-term prospects questionable.
- Quantum computing's commercial utility is still unproven.
- My approach would therefore be to refrain from stock picking and rather bet on the broad market.
- The QTUM ETF is the better and safer choice if you generally want to invest in this area.
My focus is on a total return style with long and short positions (10-30% short positions). My main expertise is the current technological and geopolitical shift with the amazing investment opportunities they offer. Therefore, I always try to find stocks or whole sectors with favorable risk-reward structures. My long investment style is a core-satellite strategy: The core consists of large caps and/or ETFs. The satellites around this core are small caps, potential 10-baggers, and undervalued stocks. In short selling, I focus on overvalued stocks that will fall back down sooner or later. My name is Manuel Paul Dipold. Born in Germany but lived 8 years in Asia. I am myself an entrepreneur and have many entrepreneur friends. I am not a professional investor but it´s a hobby I love. So I know Europe and Asia very well and seek undervalued or high-growth stocks - always with valuation, geopolitical and social shifts in mind.
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