Emily Flippen

Yeah, fair enough.

They sell the GPU access, not quantum processing units.

But they do sometimes get lumped into that space because of their close connection with NVIDIA.

And they do have that hyper-growth AI-centered business.

So I understand why people lump them together.

Shares are down nearly 15% today, despite the fact that they saw yet another continuation of a booming top line.

Are you excited about CoreWeave, at least more than the market seems to be today?

Ooh, a hot take there, Jason.

Motes are ephemeral.

Keith, do you agree?

There's no real moat here for Corweave?

Well, if it's a big issue for CoreWeave, it's definitely a big issue for a company that we're also going to be talking about today, Keith.

And that's perhaps the most well-known quantum computing stock that also reported yesterday evening that shares of Rigetti Computing, they were down mildly after mixed results.

And it seems like both CoreWeave and quantum stocks get a bad rap.

Does this quarter prove that it's well-earned, or are those opportunities here yet for prudent investors?

It goes back to one of David Gardner's core aspects of Rule Breaker investing.

That's to invest in the top dog and first mover in an important emerging industry.

And it's not just the first mover, it's the top dog as well.

So oftentimes in these important and emerging industries, you have companies that are first to the scene, but they're not the companies that end up being the lasting top dog, so to speak.

So it's important to get both.