Emily Flippen

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.

Up next, we're picking apart a space stock that's hitting a speed bump due to the government shutdown.

Stick with us.

Welcome back to Motley Fool Money.

Keith, now, I can't speak for you, but when I hear about space stocks, I actually cringe a little bit.

See, I'm a little bit of a space nerd, not really in any technical sense, but in the sense that if someone offered to send me to space and I could never return, I would actually take them up on it.

Also, in the sense that I perhaps bought Virgin Galactic when it went public, and I'm still sitting on 99% losses in that investment.

When I hear that Rocket Lab, which is a company looking to master satellites and payload launches, is up a bit after a really stellar third quarter earnings report, I still cannot motivate myself to get excited.

Why should I be giving this industry a second chance?