IONQ 在估值、核心业务和增长上是量子股中最好的：市销率 50 倍，对应 2.46 亿美元过去十二个月营收，同比增长 287%，但摊薄达 91.43%，一年上涨空间为 116%，而 RGTI 为 160%。说话者买入了一小笔投机性仓位，但怀疑 IONQ 能否成为领导者；被谷歌式收购是有可能的。
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learning Martian，感谢 I 团队所做的工作。我一直在想，转机可能就在眼前。RGTI，也就是 Regetti Industries，对比 Ionic，这两只总在我脑海里反复浮现。
我不认为今天它们中的哪一个会成为未来的量子领域领导者，反而像 Google 这样的大玩家可能会把它们收购。关于在这两只上小赌一把，你怎么看？这两只今天都已经回到 2024 年的价格了，和许多其他股票一样，而且似乎有不错的分析师一年期目标价。
learning Martian, thanks for the work the I team does. I keep thinking around the corner. RGTI, which is Regetti Industries versus Ionic, keep popping back in. I don't think today that either will might be an upcoming quantum leader, but instead a big player like Google might scoop them up.
Thoughts about taking a flyer on these. Both are today already today back at 2024 prices as so many others and seem to have a good good analyst one-year price targets.
我看这些股票时做的第一件事，就是看它们的价格走势图，看到它们回到 2024 年的水平，就像你在问题里说的，为什么会这样？这在我脑海里触发的第一件事，就是我去看我的稀释模型并计算。
其实不是我算，是模型在算。我只要把股票输进去，它就会显示稀释情况。所以这两只，Ionic 稀释 91.43%，RI，Regetti Industries 是 94.16。
First thing I do is when I look at these stocks and look at their price chart and I see they're back at 2024 levels, like you said in the question, why is that? And the first thing that that triggers in my mind is I go to my dilution model and I calculate.
I don't calculate actually the model does it. I just plug in the stock and it shows me the dilution. So these two Ionic 91.43% dilution and RI regetti industries 94.16.
再看 Ionic，它的上涨空间更小，116% 对 160%。但也许分析师更保守一些。还是那句话，当前价格 31 美元。它可能会涨得更高。所以这只一直表现得还算稳。
And take Ionic, that has less upside, 116% versus 160%. But maybe the analysts are more conservative. Again, current price 31 bucks. Um, it could go higher. So, this one has been holding up okay,
Ionic 过去十二个月营收约 2.46 亿美元，这很不错，而且市销率只有 50 倍。所以 Ionic 便宜得多，而且上个季度同比增长了 287%。
Ionic is about 246 million in trailing revenue, which is good, and it's only 50 times sales. So, Ionic is an awful lot cheaper, and last quarter grew 287% year-over-year.
顺便说一句，早在有传言说美国要进军量子领域的时候，也就是美国政府，我确实买过一点点 Ionic，当时我分析了所有量子股票。对我来说，Ionic 脱颖而出，因为它的财务状况最好。它有真实的营收、真实的客户、真实的能力。
by the way I did get a tiny piece of ionic way back when there was talk of the US getting into quantum the US government that is and I analyzed all the quantum stocks. Ionic for me came out tops because the financials are the best.
They have real revenue, real customers, real capability.
如果你想在量子类股票里随便小赌一把，我的分析认为 Ionic 是最好的，从估值倍数、核心业务和增长等方面来看都是如此。
If you need a side little flyer on any of the quantum names, uh my analysis said ionic is the best um from a valuation multiple and core business and growth, etc.