If you want to "speculate" in quantum... hard to go past these companies that got funding via the CHIPS Act... as we have seen with Palantir - government connections help
russellclark
Hedge fund manager - specialising in macro trends and short selling
291Posts
119Comments
13%Best ROI
Joined on 18th December 2025
So gold is very responsive to the 2 year yield - but 30 year treasuries and equities are not... or at least not at the moment. Maybe I need something other than TLT on the short leg of GLD/TLT...
SpaceX prospecuts is very interesting... Basically Musk invented Starlink to make demand for his rocket launching business. Witht the new Starship - I think he is hoping to make demand by promoting his satellite data centre model. Data centre satellites will be so much more massive, only Starship could possibly transport them. Its a bold plan - but it could easily fail... but if it doesn't, he will revolutionise another industry.