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$ATOM-COMPUTING · Third Point portfolio company Atom Computing secures profitable government quantum contracts
now playing · $ATOM-COMPUTING
$HOMEBUILDERS···bearish· medium· posdan loeb
Loeb short homebuilders: structural land commitments and post-COVID inventory hangover
Homebuilders are structurally impaired as they pretend to be asset-light like NVR but hold massive committed land pools; post-COVID inventory disruptions and unsustainable pricing…
$NVDA···bullish· high· posdan loeb
Loeb bullish on Nvidia: dominant position justifies valuation despite short pressure
Nvidia's dominant position in AI infrastructure and reasonable valuation relative to earnings growth over the next 2-3 years make it a compelling long; current short pressure from…
$ATOM-COMPUTINGbullish· high· posdan loeb
Third Point portfolio company Atom Computing secures profitable government quantum contracts
Atom Computing exemplifies successful public-private partnership in quantum computing: government contracts drive cryptography engagement while structuring deals where taxpayers p…