 A Message From Monument Traders Alliance Dear Reader, Wall Street may have already locked up the cheapest AI-energy stock most Americans have never heard of. Institutions own approximately 88% of its shares. BlackRock reportedly owns 32 million shares worth roughly $716 million. Vanguard owns another 48 million shares worth nearly $1.1 billion. One major investor nearly doubled its position to 8.2 million shares. And management authorized the repurchase of 40 million shares. That is not casual interest. That is serious money surrounding one virtually unknown American company. So what do they see? This company generates approximately $3.2 billion in operating income while carrying a market value of only around $8 billion. It controls a massive American oil and natural gas operation at a moment when AI data centers desperately need reliable electricity. It has even signed a multi-year, multimillion-dollar agreement with Palantir to use AI to improve equipment reliability, well performance, raw-material use and distribution. Wall Street knows the name. Trump publicly defended the company when a major trading partner targeted its profits by raising their taxes. But Main Street remains largely outside the room. I believe that information gap creates the opportunity. Once the broader market connects this company's profits, energy assets and AI relationship, its current valuation could become much harder to justify. But I refuse to ignore what Wall Street is quietly accumulating. Click here to learn about the Ultimate Stock Unicorn. Yours in smart speculation, Karim Rahemtulla, Head Fundamental Tactician
Monument Traders Alliance P.S. Institutions control 88% of the shares. BlackRock and Vanguard own tens of millions. Management authorized a 40-million-share buyback. Main Street may be the last group through the door - click here now to learn about the AI-energy stock Wall Street already knows.
Further Reading from MarketBeat.com
What Might It Take for D-Wave to Reset Its Course?Reported by Nathan Reiff. Posted: 9/14/2026. 
Key Points
- D-Wave Quantum shares have fallen about 40% since Jan. 1, 2026, as investors demand measurable commercial success beyond technological hype.
- The company's Q2 2026 revenue of $3.1 million missed expectations of $4 million, driven by sporadic sales concentrated among few clients.
- Despite a $100 million Department of Commerce award and strong bookings, D-Wave must show accelerating recurring revenue to satisfy impatient investors.
- Special Report: Analyst nicknamed “The Prophet” issues new warning for America
2026 has brought periods of significant momentum for quantum computing company D-Wave Quantum Inc. (NASDAQ: QBTS), driven by strong investor enthusiasm over the technology's growing commercial adoption. However, a more dominant theme this year may be D-Wave's seemingly perpetual decline, which has ultimately sent shares down about 40% since Jan. 1. Late summer has brought renewed skepticism as investors reassess D-Wave's financial performance and compare the company with other quantum computing firms in an increasingly competitive environment.
To be sure, QBTS shares remain well above their levels from just a few years ago. However, the recent correction highlights a major challenge for the company: Investors want to see measurable commercial success to accompany promising technological advancements and hype. To reverse course and return to an upward share-price trajectory, D-Wave will likely need to demonstrate meaningful revenue acceleration, expanding gross margins, expense control and strong product execution. Some of these goals may be more achievable than others. Last Month's Drop Erases Earlier GainsWith shares down 17% over the last month, D-Wave has given back a significant portion of its gains this year. The primary catalyst for this recent weakness was the company's Q2 2026 earnings report, which showed disappointing revenue of $3.1 million, versus an expected $4 million. Revenue declined by less than 1% year over year, even as many other quantum firms reported triple-digit improvement over the same period. A closer look reveals legitimate reasons for the quarter's revenue slump—namely, several anticipated customer deals failed to close or be recorded during the quarter. This suggests that D-Wave's sales remain sporadic and concentrated among a small number of clients. Nonetheless, the market was unwilling to look past the results and punished the stock accordingly. D-Wave Is Still Very Promising, But Investors May Be ImpatientJust a few quarters ago, quantum computing stocks tended to rise and fall closely in line with one another, as enthusiasm over one company's achievements spilled over into the share prices of its rivals. Now, however, the industry is growing, and companies are differentiating themselves to a greater degree. When a rival like IonQ Inc. (NYSE: IONQ) can post stellar earnings results while D-Wave investors have to hunt for bright spots in a quarterly report, the market rewards the winner. While this does not change the fact that D-Wave's bookings, cash position and many other metrics remain strong, the divergence illustrates that the shift taking place in the quantum industry is real. Recurring revenue, overall revenue growth, commercial traction, improving financial visibility and disciplined expenses are all ways companies in the industry can now distinguish themselves. How D-Wave May Use Its AdvantagesD-Wave has several important competitive advantages. Its quantum annealing strategy may lend itself to a wide range of optimization-focused commercial applications. Its dual approach, which also includes more traditional gate-model technology, provides crucial diversification in an R&D race whose final outcome no one can reliably anticipate. Still, technological differentiation alone is not enough to keep investors satisfied at this point. Instead, the company needs to find ways—most likely in future quarterly reports—to provide hard evidence of financial progress. In recent weeks, there have been some potentially promising signs, including an announcement from the U.S. Department of Commerce that D-Wave would receive up to $100 million as part of a broader investment in the quantum computing industry. Government funding could provide numerous benefits, not only as non-dilutive capital for D-Wave's many R&D initiatives but also as external validation of the company's technological and operational progress to date. It will not immediately transform the company's financials, but it may nonetheless accelerate some of its goals while strengthening customer confidence in the firm. Perhaps the single biggest factor for D-Wave is accelerating quarterly revenue. Closing long-term contracts is valuable, but to achieve consistency, the company may be best served by demonstrating recurring revenue, either through subscription sales for its cloud-based products or through larger, multiyear contracts with more predictable payment schedules. Analysts remain bullish on QBTS stock overall, and shares have massive upside potential based on consensus price estimates. However, that potential may not be enough without hard evidence of sales success to show that D-Wave is keeping pace with its competitors.
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