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The YouTuber recommends D-Wave (QBTS) as a potentially safer quantum stock due to its focus on quantum annealing for optimization problems, which is a technology that works today with 135 customers. The company boasts software-like gross margins (65%) despite manufacturing complex hardware, indicating pricing power. An upcoming investor day in June and a strong cash position (eight years of cash on hand) are cited as catalysts.
“What I like about D-Wave is that they're producing software margins while they're manufacturing a incredibly complicated hardware. So their gross margin here, which is sort of their moat indicator, you know, how easy is it to replace them, is the 65% range.” — ▶ 14:50