Editor's Note: Famed $1 billion fund manager Louis Navellier just told us that August 6 could mark a major turning point for ONE AI company. It's at the center of a paradigm shift that Nobel laureate Demis Hassabis says could be "nothing less than the dawning of a new age for humanity." In his new presentation, Louis gives away the name and ticker symbol of this firm for free. Click here to watch it now, or read below for more details.

Dear Reader,

August 6 could be a BIG day for one AI company.

I believe Elon Musk will make an announcement that could mint a new generation of millionaires.

Every investment bank on Wall Street will be watching this potential watershed moment. Price targets imply close to 100% upside potential.

But this story is far bigger than Elon.

It involves what famed computer scientist Ray Kurzweil calls "technological change so rapid and profound it represents a rupture in the fabric of human history."

And Nobel laureate Demis Hassabis says it could be "nothing less than the dawning of a new age for humanity."

And while SpaceX and Tesla will likely profit handsomely from this societal shift, this firm is arguably the best positioned to fully capitalize on it.

Its revenue in this space has soared by a staggering 757% in the past year.

My system recently assigned it an A rating... the same score Comfort Systems, Supermicro, and Applovin received before they soared by as much as 1,117%, 2,007%, and 1,863%, respectively.

I want to give you its name and ticker free of charge, but I must warn you...

You have to be willing to move quickly.

On August 6, Elon Musk is set to drop a bombshell that could light a fire under this company.

If you thought this AI bull market was red-hot, wait until you see what happens when this announcement drops.

-> Click here for the full story (must see before August 6)

Regards,

Louis Navellier
Senior Investment Analyst, InvestorPlace

P.S. My firm has over $300 million riding on this August 6 announcement. It's one of my most high-conviction ideas. Click here for the full story.

D-Wave Quantum or a Quantum ETF: Which Is the Better Bet?

Authored by Nathan Reiff. Originally Published: 7/23/2026.

As quantum computing investors eagerly await the latest updates from leading firms in the industry during the second-quarter earnings release period in August, the threat from emerging names is real.

This is especially true given that some of the top pure-play quantum names have suffered punishing share-price pullbacks that have remained stubborn throughout the summer. D-Wave Quantum Inc. (NYSE: QBTS) is one of those firms, with returns totaling more than -32% year to date (YTD) and a fairly steady downward trajectory since early June.

The quietest monopoly in energy (Ad)

One company has spent 60 years developing an energy source the International Energy Agency estimates at 140 times global electricity demand - with zero competition.

Last year, their crew drilled in 16 days what the government projected would take 64. Now Google has a 15-year deal locked in, Bill Gates has committed $100 million, and the Pentagon has made it a top priority. On August 18th, a new Washington policy adds another advantage rivals cannot match.

See the full story behind the 60-year energy monopoly

The latest earnings updates may provide some clarity on which companies are best positioned to turn their shares around. But a bigger question on some investors' minds may be whether the quantum industry has developed enough to warrant individual investments in companies at this stage—after all, many firms are either pre-profit or have minuscule top and bottom lines relative to their valuations—or whether a broader approach to the space may be a better bet for now.

The Case for Quantum ETFs at This Stage

A handful of individual quantum companies have begun to distinguish themselves from the broader pack, but perhaps not enough to clearly identify a leader. All firms continue to wrestle with commercializing their products on a large scale, converting technological advances into products that address common, real-world needs, and expanding their customer bases.

With this in mind, a safer bet than taking a chance on one or more specific companies might be to target exchange-traded funds (ETFs) tracking the quantum space. Investors should beware, though, that some of these funds have a broader tech focus, so finding a true quantum ETF may take some searching.

A fund like the WisdomTree Quantum Computing Fund (BATS: WQTM) is one such option. Tracking an index of pure-play quantum names and more established industry leaders with quantum exposure, the fund maintains a basket of about 46 names that are fairly evenly weighted.

WQTM focuses on U.S. companies but also holds international names, providing a broad view of the nascent quantum space.

While assets under management (AUM) are modest at under $300 million, trading volume is fairly high by comparison.

Best of all, perhaps, the diversification this fund provides has allowed it to post returns above 20% YTD, beating the broader market on the strength of the quantum names that have stood out this year. Given all of this and a moderate expense ratio of 0.45%, WQTM offers a compelling entry point.

Another option is the Corgi Quantum Computing ETF (BATS: CQTM), an actively managed fund launched in May 2026.

With even more modest AUM and low trading volume, this fund is just getting off the ground.

However, it stands apart for its active approach and nimble portfolio management, and the fund holds just 21 positions.

With an annual fee of 0.35%, CQTM is actually cheaper than many passively managed alternatives. Still, returns are difficult to assess at this early stage, making CQTM a more speculative play.

The Case for D-Wave

If there is a single quantum stock to focus on instead of a broad ETF, D-Wave would be a strong candidate. The main reasons this company stands out have been consistent for many quarters: D-Wave is the only major pure-play firm taking a two-pronged technical approach to the quantum challenge, it continues to hold strong cash reserves while remaining willing to deploy them for strategic acquisitions and other projects, and its backlog and demand continue to grow.

A key question when D-Wave releases Q2 2026 earnings will be whether it can reignite its revenue growth engines, as the company has achieved a number of crucial R&D milestones recently but has not executed on sales with the same degree of success as some of its rivals.

The company's valuation is also a concern: even after the recent dip, it trades at a price-to-sales (P/S) ratio of 267.9, which is wildly high given its Q1 revenue of under $3 million. Something will likely have to give—either sales will need to improve considerably, or the share price may need to come down further, or both—for cost-conscious investors to take a more serious look.

This has not stopped Wall Street from continuing to view QBTS as a strong pick. Buy ratings number 14, while Sells and Holds total just three, indicating broad support from analysts. They also expect the share price to more than double.

Blueprint for a Billion: Nebius Group Secures the AI Floor

Authored by Jeffrey Neal Johnson. Originally Published: 7/15/2026.

The broader technology sector is currently navigating a sharp, liquidity-driven rotation. Recent macroeconomic shifts and tepid June payroll data have prompted institutional capital to lock in profits, triggering a broad sell-off across high-beta momentum equities.

Nebius Group (NASDAQ: NBIS) has found itself caught in this crossfire, falling about 6% on heavy trading volume of 15 million shares.

The quietest monopoly in energy (Ad)

One company has spent 60 years developing an energy source the International Energy Agency estimates at 140 times global electricity demand - with zero competition.

Last year, their crew drilled in 16 days what the government projected would take 64. Now Google has a 15-year deal locked in, Bill Gates has committed $100 million, and the Pentagon has made it a top priority. On August 18th, a new Washington policy adds another advantage rivals cannot match.

See the full story behind the 60-year energy monopoly

Stepping back from the noise, Nebius's underlying fundamentals point to a structural advantage that the market may be mispricing.

The initial reaction to macroeconomic data often leads to blanket selling across an entire sector, regardless of individual company execution.

For diligent investors, these sector-wide rotations can create opportunities to evaluate infrastructure providers that are expanding their operational moats while their share prices consolidate.

Reflection AI Deal Cements the Neocloud Foundation

Nebius Group recently executed a monumental $1 billion forward compute contract with Reflection AI. This agreement secures raw infrastructure supply for the startup through 2029, cementing Nebius Group as an indispensable provider in the generative AI ecosystem and de-risking its long-term revenue pipeline.

By locking in a billion-dollar forward contract, Nebius Group achieves something incredibly rare in the volatile tech sector: financial clarity. The market frequently worries about software churn and the risk that a trending AI application could lose its user base overnight to a faster competitor.

Nebius Group bypasses this software risk. It operates strictly as the digital landlord, leasing the physical compute required to run complex models regardless of which software application ultimately wins the consumer race.

Beyond the sheer size of the deal, the strength of the counterparty helps protect the agreement. Reflection AI is directly backed by NVIDIA Corporation (NASDAQ: NVDA) and is currently finalizing a funding round at a $25 billion valuation. Reflection AI also recently executed a similar multi-billion-dollar compute contract with SpaceX (NASDAQ: SPCX), illustrating an inelastic enterprise demand cycle. This immense capitalization helps ensure liquidity, turning the $1 billion contract for Nebius Group into a revenue floor rather than a speculative projection.

Trading CPUs for Next-Gen GPUs

To understand the magnitude of this catalyst, it helps to break down the mechanics of the neocloud business model. Traditional cloud providers operate legacy data centers built heavily around CPUs. Neoclouds like Nebius Group are engineered from the ground up to host high-density GPU clusters, which are strictly necessary for training frontier artificial intelligence models.

Legacy data centers face severe thermal and structural limitations when retrofitting their facilities to meet the power-dense requirements of modern AI training. Nebius Group purpose-builds its facilities to accommodate the extreme liquid-cooling and power loads required by the latest hardware. This architectural foresight gives the company a distinct technical advantage, allowing it to lease capacity at a premium to startups and enterprises that cannot afford deployment delays.

Unpacking a $50 Billion Backlog Buffer

The Reflection AI deal pushes the total reported contracted backlog for Nebius Group to an estimated $50 billion. For investors modeling future cash flows, a backlog of this magnitude acts as a shock absorber against cyclical uncertainty. Recent quarterly filings highlight a staggering 684% year-over-year revenue surge.

When reviewing the headline financials, a stated net margin of over 95% immediately stands out. Investors need to strip away accounting anomalies to evaluate the true operating reality. Recent filings indicate that a $781 million non-cash gain skewed quarterly net income heavily. Adjusted operating metrics actually reveal a 20% widening in net losses.

Far from being a red flag, this widening loss is a direct result of the heavy infrastructure capital expenditures required for hardware procurement. Nebius Group is deploying significant capital to scale its data centers today, which directly translates to leasing capacity tomorrow. It is a classic, highly necessary, “if you build it, they will come” infrastructure build-out phase that precedes deep free cash flow generation.

Securing the NVIDIA GB300 Hardware Pipeline

A prevailing bear thesis surrounding Nebius Group centers on the imminent threat of traditional hyperscalers entering the third-party hardware leasing market. The fear assumes that if tech giants pivot to leasing out their excess compute, the sudden surge in supply will compress margins across the specialized neocloud sector.

This perspective mischaracterizes Nebius Group's strategic positioning. Market data confirms that Nebius Group holds active partnership agreements with both Meta Platforms (NASDAQ: META) and Microsoft Corporation (NASDAQ: MSFT).

Rather than acting solely as competitors, these hyperscalers often use specialized neocloud infrastructure to handle overflow compute demand and run distinct, segregated workloads. Nebius Group is effectively hedging against hyperscaler encroachment by embedding itself directly into its broader operational supply chains.

More importantly, Nebius Group maintains a highly privileged strategic alliance with NVIDIA. In an environment defined by global semiconductor bottlenecks, holding capital is not enough to build a data center; you must have guaranteed access to hardware. Nebius Group holds prioritized allocations for next-generation GB300 clusters. This hardware pipeline serves as an operational moat.

Finding Asymmetry in the Infrastructure Cycle

It is entirely natural for a stock with a $49.5 billion market capitalization on $529.80 million in trailing 12-month sales to experience sharp volatility. Trading at a trailing price-to-sales multiple of 93, Nebius is undeniably priced for flawless execution. When the market rotates away from technology, high-multiple stocks inevitably face the heaviest selling pressure. The recent pullback aligns logically with this sector consolidation.

Some market participants have pointed to recent insider distributions as a reason for caution. Regulatory filings show a 16,937-share sale by the chief technology officer and over a $10 million block sold by the company's CEO. Contextualizing these sales against the total outstanding share count of over 250 million reveals them as standard liquidity events, largely tied to routine compensation structuring.

Systematic selling can be a warning sign, but these specific distributions do not indicate a fundamental lack of executive conviction, given the scale of recent operational victories.

The artificial intelligence gold rush requires immense physical infrastructure, and the market is rapidly separating speculative software developers from foundational hardware providers.

Nebius has successfully secured its position as a premier pick-and-shovel operation, insulated by a robust backlog and anchored by multi-year tier-one counterparty contracts. Patient capital might view its selloff as a compelling entry point into a business that has locked in its revenue pipeline for the rest of the decade.