re: aibottlenecks.app

quote:

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Would like to know your top 5 conviction stocks.

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Me too…

If I absolutely had to, based on my investing style (asymmetric upside), this is my top 5 with a long term time horizon (5-10 years):

1. NBIS
2. OUST
3. QNT
4. ONTO
5. HON

Honeywell might require a bit of explanation, but I’m not bull shitting you. I own 40 shares.

1. Owns 48% of QNT
2. Is a major player, possibly the biggest, in allowing the field of quantum computing to succeed. They are largely responsible for creating the atmosphere in which it can be operable.
3. Value unlock when HONA is spun off.

I just feel like quantum has to legitimately become huge in the next decade. QNT and HON will be my horses:

Honeywell is a massive heavyweight in making quantum computing work. 
They used their corporate expertise in precision engineering to build highly accurate quantum hardware. They then merged their quantum division with a top software startup to create Quantinuum, which is the largest integrated quantum company in the world. Quantinuum just went public this month with a seventeen billion dollar valuation, and Honeywell still holds nearly half the control. 

While tech giants like IBM and Google are huge rivals, Honeywell engineered the literal physical environment—using lasers to trap ions—that holds records for computational accuracy.

Now do I have a lot of faith in other small to mid caps too? Yes.
AMPG
INTT
VELO
ADEA
CEVA

And lastly, if I had to pick one mag 7, it’s Google.