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🚨 $QBTS exposed!
🧵Compilation of rigorous HARD EVIDENCE exposing annealer's failures: scientific papers & benchmarks proving it's outclassed by classical systems & rival optimization tech; proving it's useless for real-world problems; debunking misleading claims & outright lies
DrocDolf retweeted
Let’s tear down the fantasy vs. reality for $MRNA
The Bull Math (The Trap):
• 120k US melanoma cases × $100k/tx = $12B TAM
• 20% net margin = $2.4B profit • 50/50 split with $MRK = $1.2B to Moderna
• 400M shares = +$3.00 EPS• “Easy multi-bagger ,right?!”
The Clinical & Commercial Reality:
Grossly exaggerated TAM:
Intismeran is ONLY for resected high-risk Stage IIB–IV melanoma. That’s ~22k US patients/year, NOT 120k. 80% of melanoma is early Stage 0/I cured with a scalpel in 15 minutes.
Real-world peak penetration: At 40% adoption of the eligible pool, that’s ~9k patients = $900M gross revenue, not $12B.
The net earnings haircut: At a generous 20% margin (bespoke mRNA sequencing & cold-chain logistics aren’t cheap):
• Total program profit: $180M
• $MRNA’s 50% cut: $90M
• Actual EPS contribution: +$0.23 (on ~400M shares)
You won't see meaningful commercial revenue until 2029 at the earliest. Even with late-stage data, regulatory filings, PDUFA reviews, reimbursement coding, and commercial ramp-up take years.
You are waiting until nearly the end of the decade, absorbing clinical & regulatory execution risk, all to net under a quarter per share in melanoma.
DrocDolf retweeted
$MRNA with the single most hilarious possible outcome in this study. EFS HR 0.58. Down the the hundredth, EXACTLY what *NEO*-adjuvant treatment with pembro yielded against adjuvant pembro (the nerfed comparator $MRNA studied against) in SWOG S1801.
What does this mean in English? $MRNA’s drug is showing the exact same benefit versus adjuvant pembrolizumab as NEOadjuvant pembrolizumab did.
Even more simply? If you just give patients a few doses of the pembrolizumab BEFORE you cut their cancer out, you do what $MRNA does for you, except with just the free tumor that’s already inside your body. No need to pay for this $400K drug.
And this makes rational sense, right? The whole point of $MRNA’s vaccine is to produce stuff that looks like the tumor.
You know what looks A LOT like the tumor does? THE FREAKING TUMOR!!!!!!
Absolutely poetic that $MRNA produced the EXACT HR benefit as neoadjuvant pembro did. Truly, the most hilarious possible outcome.
Now can we move on from this bullshit? $MRK and $MRNA should feel free to study their vaccine against the REAL standard of care now - NEOadjuvant immunotherapy.
From my perspective, this has been total fugaze, and an amateurish pump and dump worthy of much lesser enterprises.
Thanks to $QBTS, SQT can finally heal Italians properly 😂
Funny how, in their desperation, D-Wave no longer even bothers to hide the scam, playing the SQT card again.
Amazing find from @MtnYardSale:
Seems new $QBTS partners need quantum annealing and "wrapping" for tissue regeneration, pain therapy, & encryption to secure data from therapy sessions. They also do S-Wave 😂 for diamagnetotherapy.
Obviously D-Wave was missing in their catalog...
DrocDolf retweeted
He has a youtube channel that pumps these stocks over and over - with CEO's of all these sh*tco's like $IONQ shilling their stock to Retail.
And he charges $7.49 a month for it!!!
DrocDolf retweeted
UPDATE: One of the worst public stock recommendation lists you'll find.
On November 6th, @QuantumBullHQ published this list of "long" ideas.
Performance since then:
$LAES: -70%
$RGTI: -70%
$OONEF: -60%
$BTQ: -70%
$ARQQ: -75%
$QUBT: -50%
$QBTS: -65%
$CCCX (now $INFQ): -50%
$IONQ: -50%
$QNCCF: -70%
This is why fundamentals matter. Hype can drive stocks higher for a while, but eventually valuations reconnect with reality.
Anyone who blindly followed this list could be sitting on devastating losses.
Be careful who you follow - I called him out and he blocked me!
$GSIT's next catalyst could hit any minute now: preparations for massive dilution. Hear it straight from a GSIT exec yourself 🔊👇
$GSIT will take every opportunity to massively dilute shareholders, killing any potential pump.
Listen 🔊 to GSI executive himself👇
Gemini-2 was a $175M fiasco that generated zero sales.
Lasserre revealed that Plato is going to be built on a cheap, uncompetitive process node.
This guy is one of the best short signals you can get. I guess that's why he's followed by 3K+ people.
#payback_time_bitch
Yo Droc, I hate to have to remind ya, but ur short of Quantum has lost anyone who listened to u a fortune. How about Barber College instead? $QBTS . U are the Poster Child of losing people Big $$$$ fella.
Downward $GSIT momentum remains strong 💪
A break below $4.60 level looks imminent as more people come to terms with the 6 MB reality.
Once $4.60 is lost, that's when the real breakdown begins 🚨
$GSIT is an obvious scam, pumped by grifters and charlatans. It's worth zero. The market knows this, which explains why the downward momentum is so strong.
A 6 MB chip is useless for AI. Every last person on planet Earth knows this.
$GSIT
The elephant in the room 🐘
This is the single most important fact you need to know about this scam 👇
2/
Let's remember the elephant in the room $GSIT DOESN'T WANT YOU TO KNOW:
the "processing memory" in GSIT's latest chip is a tiny 6 MB 🤏😂
Nothing useful fits in that, especially nothing AI-related. They'll try to distract you from this fact with utter bullshit. 🚨
