Timestamps: 00:00 Intro 00:46 The Big Mistake: Why Most Investors Lost Money on 10x Stocks 03:17 Definition: Qubits and why Quantum reads the whole book at once 04:12 Google's Willow Chip: Solving the 10 Septillion Year Problem 04:54 National Security: Why Quantum is the New Nuclear Arms Race 06:46 Breakthrough: The Caltech/Oratomic Error Correction Leap 07:50 Economic Outlook: The $850B Market Opportunity by 2040 08:52 The Peak Fallacy: Analyzing the -70% Drawdown in 'Pure Plays' 10:40 Strategy: Long-term Horizon vs. Momentum Exit Rules 11:44 Innovation Law: The 'Terrible Crash' before the Final Moonshot 13:27 Ticker 1: IONQ – The Revenue Leader and Skywater Acquisition 15:12 DMEA Accreditation: Why IONQ is now a Military-Grade Play 16:33 Chart Deep Dive: Support Levels and the 'Sucker' Sell Zone 17:51 Ticker 2: QBTS (D-Wave) – The Quantum Annealing Specialist 19:21 Software Margins: Why D-Wave is Outperforming Nvidia on Efficiency 20:33 Ticker 3: RGTI (Rigetti) – The Most Accurate Chips on Earth 22:50 Nvidia Partnership: Connecting AI Supercomputers to Quantum 24:12 The Pattern: Why I’d Rather Pay $20 for Rigetti than $14 26:17 Outro
One year ago, I showed you stocks that went up over 1,000%.
One of them up 1,050%.
If you put, like, $10,000 into that stock,
you'd be looking at $115,000,
which is life-changing money for most.
Another one went up 827%,
a third one went up 180%.
These were all quantum computing stocks,
and the thesis behind them wasn't just hype.
It was one of the biggest technology shifts in human history.
Let me show you why quantum computing
is still one of the most important investment themes of the next decade,
and then I'll show you what went horribly wrong
for most investors who own these stocks.
Now, I warn you, this video is going to be information-dense.
I'm going to walk you through the entire quantum computing opportunity,
three specific stocks, what happened to them,
why most investors made a massive mistake,
even though it went up like 10x,
and to make sure this really lands for you.
I'm going to give you a bonus.
A full research report covering everything I'm about to share with you,
plus more, you can download that for free.
There's a link down below in the description and in the pinned comment.
It's yours, it's free, so you get the most information out of this,
and you should thank Winston for that.
Where is he? There he is.
You, of course, wrote that, didn't you?
Didn't you, Winston?
This is what a slightly hungry, wet golden retriever looks like on a beautiful morning.
He loves the rain.
So, why quantum computing?
Okay, so before we talk about why these stocks and what went wrong,
let me show you what I mean.
We talked about these stocks down here,
slightly below where the breakout,
or roughly where the breakout is indicated by our software, TradeVision,
and they went up like 1,000%, right?
You're like, woohoo!
But the problem, of course, is a lot of people bought them at the top,
or they bought them and they didn't sell them,
and they're looking at a great, big, ugly, like, minus 70% right now.
That is a problem that almost every investor encounters again and again.
It has happened to you.
You bought something, it went up, and then it crashed.
Let me know down below in the comments.
Let me put the ticker on there and share it with people.
But Winston's got a solution for that.
It's a very simple solution.
And it is the selling rulebook that Wall Street's been hiding from you
for the last 50 years, and we're going to give it to you.
We're going to run, for the first time this year, in 2026,
a live When To Sell in 2026 seminar.
It's going to be live, it's going to be free,
it's going to be this weekend.
It'll be at a time that's down below in the comments, in the description,
and it'll work for you Americans,
it'll work for you people who live in the socialist republics of Europe and the UK,
and you can all join me because I'll actually be in London as I'm doing it.
It's probably the first and the last time we're going to do this here.
It is such a big deal because nobody understands this.
Nobody gets it, and everybody uses so much money on this silly mistake
that we can avoid and we can teach you in, like, an hour or two.
So come and join me.
Grab yourself a ticket.
There'll be no replay.
Don't ask for it.
Just be there on time if you can.
Okay, link's down below.
But let's jump back a little bit further out into what is actually quantum computing.
To me, the simple version.
Regular computers, so like, you know, the stuff in your pocket, right?
The one on your desk, the ones that think in zeros and ones.
They think in yes or no, one thing at a time.
Quantum computers are different.
They use something called qubits, which can be one and zero at the same time.
And I know, my head just blew up as well.
But think of it like this.
A regular computer reads a book one page at a time.
A quantum computer reads every page at the same time.
And that means problems that would take regular supercomputers
millions of years to solve, a quantum computer can crack them in minutes.
I have a theory.
Google already has proved it.
Their Willow chip solved a problem in under five minutes
that would take the best supercomputer on Earth
ten septillion years.
That's a number so big it no longer really matters.
But this is real.
And this is happening.
And the money flowing into it proves it.
What most retail investors miss, and we're going to look at the specific stocks in just a second,
governments around the world are treating quantum computing like a nuclear bomb.
It is not a nice-to-have, it is a must-have if you wish to survive.
I am not, of course, suggesting everybody gets a nuclear bomb,
but you get the idea when that kicked off, right?
So in the United States, the Department of Energy
renewed 625 million dollars in funding
for five national quantum research centers.
The Department of Defense has requested
almost a billion dollars for quantum-related R&D.
And the federal government is spending about 200 million per year
just on sort of quantum computing activities outside of this.
NSF is investing 100 million.
But it's not just America.
No, it is worldwide, yes.
Governments have committed over 65 billion dollars
to quantum computing.
And I'm throwing lots of numbers at you, and you're going like,
blah, numbers.
Read the report, seriously, it's going to help.
Even the French have allocated 1.8 billion.
It'll be the nastiest supercomputer of the world.
It'll smoke, too, probably.
And it'll take the weekend off.
But why am I telling you this?
Because it's the same thing they did with the Internet in the 1990s.
The Internet came out of the military, right?
They also did the same thing with semiconductors.
And we all know what happened to those investments, right?
You zoom out on NVIDIA, and if you look for our first...
Actually, when was our first breakout indicator here?
In 2013, okay.
If you'd held for 2013, you'd be up 12,000%.
I'm not promising you those returns.
But you might want to get yourself a free trial to TradeVision.
It's quite useful.
The other cool thing that I do with...
Any time I look at a theme like this...
We're going to go deep here.
I say to it, literally,
make me a watch list of the major quantum stocks, right?
Hit the button, and it'll pull that up.
I do the same with news.
And then for the key stocks I want to look at,
I just pull up the charts here so I can track them.
You can put your whole portfolio in there.
I've yet to find a limit to how much I can put on here.
So, go nuts, is what I say with it.
There's a free trial down below.
You can check it out.
But it's not just government money.
The technology itself is accelerating faster than anybody expected.
In April this year,
Quanta magazine reported that researchers from Caltech
and a company called Oratomic
with help from AI,
designed a new quantum error correction method
so efficient it reduced the number of atoms
needed per virtual qubit from...
What?
What does that even mean?
Well, apparently it's a massive leap.
And Google also published some research
showing a more efficient way to run their algorithm.
And that algorithm is so powerful
it'll break all encryption.
And what they've just done
is 10 times more efficient than what we had before.
So the timeline for quantum computers
to break all cybersecurity
just got pulled forward.
What does that mean?
You're going to need a quantum computer
to protect your infrastructure,
your military,
your hospitals,
your infrastructure,
and, quite frankly, probably your mobile phone.
So everyone's doing something very, very, very cool.
And, you know, IBM's got a new processor
called Kookaburra.
Obviously, the researchers spent too much time down under.
But the whole quantum computing market
is expected to reach $850 billion by 2040.
And that might sound, again, like a random number,
but think of it this way.
That is 30% per year.
Now, if your investments go up 30% per year,
you're going to be, you know,
richer than Bill the Infallible Gates, right?
So this isn't a dot-com bubble.
This is government,
the biggest tech companies on the planet
who have pretty much unlimited funds,
and the smartest scientists in the world
all saying the same thing.
Quantum computing is the future.
The question is therefore not
if quantum computing will be huge.
The question is,
how do you invest in it
without getting your face ripped off?
Because that's exactly what happened, right?
So all those beautiful stocks that I gave you
at exactly the right moment,
and I, by the way,
am not a registered financial advisor.
I don't give financial advice.
I share my research.
You are entirely responsible
for the decisions you do with that research.
I'd encourage you to read it,
study it, and find some loopholes in it.
But those gains I told you about, right?
The 1,000% up.
The same stock that went up 1,000%,
it fell like 70% from its peak.
So you went from $10,000,
you'd invested that,
to about $115,000,
and then you went back down to $51,000.
Now, that still should be a win.
People should still be happy about that,
but I can tell you they're not, right?
They're writing nasty comments
in my comments section.
I hate you, Felix, right?
And the stock, like Rigetti,
that went up 827% or something,
it went down 70%.
INQ went down 45%.
First, it went up 180%,
then it dropped 45%.
Now, all three of those stocks
peaked at the same time.
And if you look here at...
Look in here.
Can you see my three little charts here?
They're all two-year charts.
That peak, that peak,
and that peak all happened at exactly,
exactamente,
the same time.
Right?
So, somebody flipped a kill switch.
The stock picks were right,
the gains were real,
but somewhere between buying and holding,
something went terribly wrong.
Something that happens to everybody
all the freaking time.
They didn't have an exit plan.
They didn't know when to sell.
They were just excited, right?
So they watched life-changing money
appear on their screen,
and instead of locking it in,
they got greedy.
They held.
Greedy is actually the wrong word.
They just didn't know what to do.
I think that would be the fair description.
No one's ever taught you, right?
So, as I mentioned early on,
learn Wall Street's rules
for when to sell.
This is the first and probably the last time
we're going to run this for free in 2026.
And you can sign up.
You can get yourself a free ticket.
It'll be live on Zoom, I think,
or maybe even YouTube.
There'll be a link there.
At least it'll be on Zoom.
It'll definitely be on Zoom.
Went to sell.org
and grabbed yourself the ticket you deserved
because this was avoidable.
You never, ever, ever, ever
need to have a loss this big ever again.
That's my promise.
You can join me for that session.
And by the way,
whether you're an investor
with, like, you know, 10-year horizon
or whether you're a trader
catching every momentum play,
the system works very, very similarly.
I'm going to teach you both, right?
I'm going to teach you live.
You can ask me questions.
Claim a free ticket.
Went to sell.org
So, if you're going to join us
for probably the most important training
we've ever done,
definitely the most important training
we've ever done,
then write training
in the chat down below,
and I'll see that you'll be there.
But let's talk about the opportunity
because I know that's what you're here for, right?
So, you know what went wrong
on some level, right?
You're going to learn that
with me on the weekend
because it's going to take too long
to put it in this video.
But what's the most exciting part?
These three stocks
are still very much in play.
The story isn't over of anything.
The story is just getting started.
Let me walk you through each one.
Before I walk you through each one, though,
I'm going to show you something.
There is a law with innovations.
With innovations,
what happens is
people tell you
it is new,
it is exciting,
it is the best thing since sliced bread,
and then everybody buys the stock.
And then what happens
is people figure out
it's going to take a little bit longer
for this technology
to really hit the market.
So, you get these terrible crashes, right?
But the reality is
that
and I'm going to have to zoom out
a little bit more to make my point.
Every single innovation
in the history of human nature
has done this.
And then what happens
is it actually takes a little longer.
But guess what?
It typically goes
much, much, much, much, much, much higher.
I'm not talking about Brigetti,
I'm just talking about the industry, right?
So, where is the smart place to buy?
Maybe here?
Maybe there?
Maybe that's the smart place
to think about it, right?
Whereas, of course,
everybody bought here,
the top,
got so freaking burned
that they never want to touch it again.
In fact, their wives forbidden them
from doing it,
which is probably a good thing.
Your wife is a better risk manager
than you are.
It is true.
Tell her that right now.
And let's get into the individual stocks.
So, we've got stock numero uno.
It's called INQ, I-O-N-Q.
It's the revenue leader.
It's the first publicly traded
pure play quantum computing company
to cross 100 million in annual revenue.
Which is pretty good, right?
The sector where most companies
were doing, like,
basically no revenue,
or like 5 million here,
5 million there,
they did 130 million last year.
And it's accelerated.
They did 61 million
just in the last quarter of 2025.
400% growth year over year,
which is pretty good.
They're expecting
to bring in
over 200 million this year.
Again,
pretty much double what they did last year.
It's a revenue machine,
which means they're actually
selling something, right?
And in quantum computing,
revenue like this is unheard of.
They're all just playing chess
against each other or something.
Most of these things
are science experiments, right?
This is actually a business.
And this is what I like the most
about these guys.
These guys are sitting on
3.3 billion in cash.
Cold, hard cash.
Some of you gold bucks
are gonna go,
put it in gold!
But they're gonna spend it, okay?
They wanna survive.
It's a war chest.
They can invest in R&D,
they can buy other competitors,
and they can survive a downturn.
And there'll be a downturn,
I promise you that.
Now,
they just announced an acquisition
for 1.8 billion of that.
Quite a bit of it.
It's called Skyward.
It's a US-based
semiconductor foundry.
And it makes IonQ
the first integrated quantum company.
It's sort of the Tesla model, right?
They'll own the supply chain
from chip design
to actual manufacturing
of the chips.
And this is huge.
Why is it even huge?
Because it's huge
for government contracts.
Skyward has something called...
Do I have it on the thing here?
Skyward has something called
DMEA Category 1.
I told you there's a research report
that goes along with this
because it's a little heavy, right?
But it's like someone
explaining the Internet
to you in 1992.
Yeah?
Could have been useful, right?
Or semiconductors in 2013.
Yeah?
Could have been useful?
Let me know if this is useful.
Put it in the comments down below.
This accreditation
means they're approved
to make chips
for the US military
and defense agencies.
And that's fairly hard to achieve.
So it's a moat.
Moat, yes.
But I also like
80% of their money
came from commercial customers,
which is ultimately more diversified
and less risky
than having just one customer
in the government, right?
So they're building
a real diversified business.
Real orders, real backlog,
real customers,
even international customers.
But they're still losing money.
And they're going to be
losing money this year.
So valuation is still pretty lofty.
It's like 60 times
forward price to sales.
But in terms of execution and revenue
in the quantum space,
these guys are clearly the leader.
Now we look at the chart here
and we go back to our
December entry somewhere.
What was our December entry?
It was somewhere here,
just after the breakout.
I sleep through these sometimes.
We had about 28, I think,
so we about doubled.
We are approximately,
if you look at the lows we had here,
excuse me, not the world's
worst line ever.
I should use a proper line.
See that low here
and that low there, right?
If you draw that across,
where does that get you to?
That gets you to
where the last breakout was.
So we didn't drop below it, right?
And just now we've had
a beautiful rally,
some beautiful volume,
and then we spiked up,
hit our head, bounced off again.
But again, this low is much
higher than that low.
Maybe you think charts are nonsense.
Fair enough.
Join me on Saturday.
I will show you some examples
of why it isn't.
Well, the only reason we ever
got into this was because
of the chat, by the way.
So there is an opportunity here
where we're starting to move back
in the right direction.
Now part of the problem will be
that all the suckers you bought
here are going to sell
as we go higher.
So I would expect us to go up
and sideways and up
and sideways a little bit
because these losers here
have to sell.
They didn't know when to buy a stock.
This is not a point where you
should have ever bought a stock,
but people did.
Don't know why they do that.
But let's move on to stock
numero dos.
D-Wave.
QBTS.
QBTS even sounds like
a Korean boy band.
They are different from
the other quantum companies,
not in the way a Korean boy band
is different from you and me,
but in a way that actually makes
them interesting.
Again, not in the way
of a Korean boy band.
You know?
They look like girls,
don't they?
I'm going to get some hate
on this, aren't I?
I shouldn't have said that.
We should cut this out.
Anyway, let's leave it in
and see what happens.
But most quantum companies,
IMQ, Rigetti,
which is sadly not Italian,
and even Google,
they're building something called
gate model quantum computers.
It's got nothing to do
with Bill Gates, right?
Don't go there.
No islands involved.
D-Wave uses something called
quantum annealing.
Okay, we're in a silly mood now.
What is an annealer?
It's a different approach.
Think of it like this.
If you need to find
the best delivery route
for a fleet of trucks,
or the most efficient way
to schedule workers in a factory,
or the fastest way
to optimize a supply chain,
quantum annealing is built for that.
What a funky word.
And D-Wave's technology,
it works.
Today.
Not in five years.
Not some promise.
Today.
So their revenue, therefore,
is growing fast.
25 million or so last year.
Pretty big bump in growth.
So very small still.
But there is one thing
I like about these guys.
There's just more than one thing
I like about these guys.
But they're doing something
very, very good.
They are producing
software margins
while manufacturing
really new,
really complicated
new hardware.
And that's very unusual.
And what does that tell you?
It tells you one thing.
It tells you that
what they're making is so good,
people are willing to pay
over the odds for it.
They've got, like,
better than NVIDIA margins.
And, obviously,
they're making tiny quantities.
It's a really, really hard thing to do.
So, in short,
they have 135 customers.
Companies like LG,
Sharp,
Andual.
They've got orders.
They've got money.
And they're holding
an investor day in June 2026.
And this is not, like,
a hard rule.
But if you are in trouble,
if your numbers are going to suck,
you typically don't hold
an investor day
with everybody on the
New York Stock Exchange.
You do that if you're
throwing a party, right?
But, again,
they're losing money, right?
About $355 million.
Revenue is small.
They need to convert the bookings
into consistent revenue
and all that kind of stuff.
It's got all the hallmarks
of a high-risk play, right?
Very high-risk play.
All of these are.
And then we have...
And Winston's going to say it,
aren't you?
Winston.
Sit up.
Come, come, come.
Up, up, up.
Winston.
Come on.
Come on over here.
Winston.
Well, I was trying to get him
to get up,
and, instead,
he's gone and lain down
right behind me
where you can't see him.
Where did you go?
Sit down, young man.
Tell us about
our favorite company
in this space.
It is called
Rigetti Computing,
and I need to tell you,
up front,
the numbers here
are going to look
scary at first.
But stay with me.
Winston will keep you calm
so the numbers
look a little bit less scary.
Because I think
Rigetti has
the most interesting
risk-reward profile
of the three.
Scary at first,
and then, you know,
golden retriever
happiness coming up.
So, their revenue
for last year
was $7 million.
It declined 56%
from the year before,
which missed analyst estimates.
So, why on earth
would I like the stock?
Because this is not
a revenue story.
It's a technology story.
And when the technology
catches up to the roadmap,
the revenue,
it could explode.
It might not, right?
That's a fair warning there.
Winston's lying down
going, yeah, yeah,
this one is a little bit
beyond my risk profile.
Rigetti achieved
a 99.9%
two-qubit gate fidelity
at 28 nanosecond gate speed
on a prototype.
Now, again,
that is meaningless jibber.
I get that.
Fine.
But if I tell you
it's the best in the industry,
let's put the quantum
into plain English, shall we?
Their quantum chips
are the most accurate
on the planet.
They have a new chip
coming out for later this year.
It is called Lira.
And it will use
this technology
that is apparently
more accurate than anything else
on the planet.
And they own
the entire fabrication process.
They have a
quantum chip
fabrication facility.
Most quantum companies
outsource this
stuff to somebody else.
Rigetti builds their own.
It gives them speed,
control,
and the ability to
iterate possibly faster
than competitors.
And they're more this
annealing technology.
I'm not going to
walk you through
because it will
bore the pants of you.
But they have
insane quality control,
essentially what it's saying.
So they just get
better performance.
And Rigetti
supports
NVIDIA.
NVIDIA is an
open platform
for connecting AI
supercomputers
with quantum computers.
It's not a casual
partnership.
NVIDIA is the most
important AI company
in the world.
And when they choose
to integrate with
your hardware,
it's kind of a signal.
They also have
a deal with
the UK
where they will
deploy a supercomputer
to make sure
your social media
is watched
a little more carefully
in case you
insult
a garden gnome
who's just
immigrated to
the country.
We wouldn't want
that now,
would we?
But yeah,
it's an international
expansion.
In all seriousness,
they're getting
$100 million
from the
apparatchiks
that are running
formerly great,
now just Britain.
And in India,
similar story.
Actually got a
contract there
for $8 million
for a system.
And it's the
single largest
hardware contract
they've ever
disclosed,
which is going to
India,
which will be fun.
And Indians are amazing
at obviously IT
and software
and everything else,
so it makes a lot of sense.
And then they have
a partnership
with
Quanta.
$250 million.
It's Taiwan's
Quanta computer
to accelerate
deployment
and build
commercial-scale
manufacturing.
And the Taiwanese
know a thing about
making chips,
if you hadn't realized.
So I see
opportunity here.
But I also see,
and I'm going to
take you back
to a dreaded chart.
You're like,
no!
No more charts!
Don't do it, Felix!
I'm going to have to,
I'm sorry.
I see something here
that I spy
with my little eye,
and it begins
with a beautiful
little pattern.
So we got
into this,
well, down here,
right?
That was our breakout.
And that was beautiful,
and that was textbook,
and that went up,
you know,
some silly amount.
A lot,
800% or something.
And then,
there was another
opportunity here
in the summer
of last year,
which looked like this,
and it was just,
like, the perfect
entry point here.
It was really perfect.
Like, all the textbook
stuff said,
bye-bye-bye-bye,
please, right?
And from there on,
you still had a
really glorious
rally up,
you know,
200% up in
about a month,
which is not bad.
And then, of course,
risk management
come and join
and learn
themselves.
And where are we
right now?
Well, guess what?
We're in exactly
the same zone here
that we were in
previous,
you know,
past the previous,
before the previous
breakout.
And I like that
because it means
we found
some footing
here in this
area,
which is around,
you know,
sort of $14
or something.
And if you zoom in
on this,
you're starting
to see that
the crash
flattened out
and it's starting
to pick up
a little bit.
It's not quite
ripe yet.
You've got to leave
it on the tree
for a little bit.
I'd like it to
essentially break out
of these recent
highs here
at about $20.
So, yes,
I would like to pay
more for Regetti
than it's currently
trading at.
And you might be
thinking,
Felix,
you are mad.
That is fair.
People throw that
at me quite a lot.
But it is, again,
part of the system
that Wall Street
teaches you
to take less risk,
right?
And if you wanted
to be even more
risk-averse,
you'd avoid
this whole bunch
as well
and you'd maybe
even wait
until $27
because it would
improve the likelihood,
the probability
of winning
very, very
significantly,
which is really
what we're here for,
right?
So that's just
my take on it.
But the one lesson
I want you to take
away from today
is even if you
pick the stocks right,
if you don't know
when to sell,
right,
the moment you buy it,
you should know
when to sell.
If you don't know that,
it doesn't matter
how good the stock
pick is.
Literally,
I can give you a 10Xer
and most people
will still lose money
on it
if you don't know
when to take profits.
So join us
for the live training.
It's the first one
we're doing in 2026.
It's probably the last
one we're going to do
in 2026 on selling
because it's not sexy.
People don't really
want to know, right?
People want to find
the next 10 bagger.
The problem is
it goes up 10%,
goes down 100%,
1,000%,
goes down 70%.
Most people lose money.
We can stop that.
We can fix that
if and only if
you show up for yourself
at whentosell.org.
Get yourself a free ticket.
Bring your questions.
Be live.
Be on time.
And I'll be running
that live from London.
We're going to have a blast.
And if you got some value
out of this,
share it with other people.
Share the link
to whentosell.org
with other people
so they can learn too.
I wish you all the best.
This might be
the most important thing
I'm going to say
this decade.
If you missed
the early NVIDIA rally,
there is a bigger opportunity
you can potentially profit from
right now.
GOOGLE