IONQ
exited
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Price targets
How each level moved over time. The last value is his current one.
Trades
What he actually did, newest first
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15 May 26
Sold IONQ during the quantum hype run last year after being up 100%
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17 Mar 26
sold for 100% profit
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25 Feb 26
Bought last year.
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25 Feb 26
Sold again.
Reasoning trail
Every post mentioning IONQ, newest first — the thesis as it was built and revised
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15 May 26
Reveals he sold his $IONQ position during the prior quantum-stock hype run after being up 100%, not wanting to hold through the risk of a pullback.
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11 Apr 26
Introduction post: 29-year-old Commercial Director with a Master's/MBA in Economics, background in investment bank research before working in Finance/Purchasing/Marketing/Sales. Restarted investing research with AI, has beaten the S&P 500 four years running; research led him into $PL, $HOOD, $PLTR, $IONQ, $RKLB early. States he will be transparent and share research/transactions. Wife expecting their first child on 22/04.
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07 Apr 26
Recounts having bought $IONQ at $21 and sold at $42 before it ran to $84 and later fell back to $28; says he needs to trust his own research and gut feeling given a possibly similar situation now with a different stock.
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27 Mar 26
Ninth entry (#9) in the high-growth thread: highlights $IONQ's 3-year revenue CAGR of 67.8% and describes IonQ as a trapped-ion quantum computing company.
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17 Mar 26
Says he previously held IONQ but sold for a 100% profit; notes analysts still see room for growth.
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17 Mar 26
Lists IONQ (item 3 of 6) among stocks with high analyst upside: quantum computing, $12.21B market cap, 93.45% upside, analyst 12-month target range $35-$100.
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25 Feb 26
Says he bought IONQ at $21 last year and sold at $42; still watching it on his watchlist but not fully convinced on the quantum theme.
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25 Feb 26
Frames IONQ's double beat and 5% pop as proof quantum computing is going commercial: first quantum company past $100M revenue, a US foundry acquisition securing supply chain, expanding global deployments, and a full-stack strategy backed by a large cash reserve.
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28 Jan 26
IonQ's acquisition of Skyloom (space-based laser communications) pairs its quantum computers with a secure global quantum network, positioning IonQ as a full-stack leader in quantum computing, networking, and security.