Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>Outperforming memory and NVDA takes a break while semi-cap and AMD related surge.</li>
<li>Wafer names continue to rise with Siltronic +9.2% taking gains to 85% since mid-Sep. Sumco, Shin Etsu and maybe even Tokuyama in focus.</li>
<li>EssilorLuxottica took its Nikon stake up to 10.8% yesterday, but now reports it has approval to take this to 20%. Can squeeze a lot more.</li>
</ul>


Outperforming memory and NVDA takes a break while semi-cap and AMD related surge.
Wafer names continue to rise with Siltronic +9.2% taking gains to 85% since mid-Sep. Sumco, Shin Etsu and maybe even Tokuyama in focus.
EssilorLuxottica took its Nikon stake up to 10.8% yesterday, but now reports it has approval to take this to 20%. Can squeeze a lot more.


Japan Morning Connection: AMD Deal News Sends AI Lurching Higher

Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

IonQ, Inc. operates as a computing hardware and software company. The Company develops a general-purpose trapped ion quantum computer and software to generate, optimize, and execute quantum circuits. IonQ serves customers worldwide.

<ul>
 <li>
<a href="https://smartkarma.com/entities/ionq-inc">IonQ </a>is a pioneering pure-play quantum computing company leveraging a distinct trapped-ion technology, positioning it as a high-growth but speculative investment in a nascent and potentially transformative industry.</li>
 <li>The company is pursuing an aggressive growth strategy fueled by significant capital infusion and strategic acquisitions to build a vertically integrated quantum computing stack, including an early focus on quantum networking.</li>
 <li>While revenue growth is accelerating, the company faces substantial execution risks, widening losses due to heavy R&amp;D investment, and a highly competitive landscape, making its high-valuation stock a volatile, high-risk/high-reward proposition.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
IonQ is a pioneering pure-play quantum computing company leveraging a distinct trapped-ion technology, positioning it as a high-growth but speculative investment in a nascent and potentially transformative industry.
  The company is pursuing an aggressive growth strategy fueled by significant capital infusion and strategic acquisitions to build a vertically integrated quantum computing stack, including an early focus on quantum networking.
  While revenue growth is accelerating, the company faces substantial execution risks, widening losses due to heavy R&amp;D investment, and a highly competitive landscape, making its high-valuation stock a volatile, high-risk/high-reward proposition.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Quantum Computing Inc. designs and develops application software. The Company offers hardware designing, application development, security support, and consultancy services. Quantum Computing serves customers in the United States.

<ul><li>Quantum Computing Inc. reported notable developments during its second quarter of 2025, showcasing progress in both technological advancement and commercial traction.</li><li>The company operates in the burgeoning field of quantum and photonic technologies, emphasizing real-world applications rather than theoretical advancements.</li><li>Key highlights from the quarter include various strategic initiatives and financial outcomes, each with its own set of implications.</li></ul>

Quantum Computing Inc. reported notable developments during its second quarter of 2025, showcasing progress in both technological advancement and commercial traction.The company operates in the burgeoning field of quantum and photonic technologies, emphasizing real-world applications rather than theoretical advancements.Key highlights from the quarter include various strategic initiatives and financial outcomes, each with its own set of implications.

Quantum Computing Plummets After $500M Deal — What Wall Street Missed!

First Quantum Minerals / Equity Bottom-Up

First Quantum Minerals Ltd. explores for, mines, and produces copper cathode, copper in concentrate, and gold.  The Company also produces sulfuric acid.

<ul>
 <li>
<a href="https://smartkarma.com/entities/first-quantum-minerals-ltd">First Quantum Minerals</a> is a global mining company with a primary focus on copper production, which constitutes the majority of its revenue. The company's portfolio includes operating mines across several continents, with key assets in Zambia and the currently halted Cobre Panamá mine.</li>
 <li>The company's financial performance has been significantly impacted by the suspension of operations at the Cobre Panamá mine, a major contributor to its revenue and cash flow. This has introduced considerable uncertainty into its near-term outlook and financial stability.</li>
 <li>First Quantum is actively pursuing strategies to navigate the challenges posed by the Cobre Panamá situation, including advancing other growth projects like the S3 expansion at its Kansanshi mine in Zambia and engaging in dialogue with the Panamanian government to find a resolution.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
First Quantum Minerals is a global mining company with a primary focus on copper production, which constitutes the majority of its revenue. The company's portfolio includes operating mines across several continents, with key assets in Zambia and the currently halted Cobre Panamá mine.
  The company's financial performance has been significantly impacted by the suspension of operations at the Cobre Panamá mine, a major contributor to its revenue and cash flow. This has introduced considerable uncertainty into its near-term outlook and financial stability.
  First Quantum is actively pursuing strategies to navigate the challenges posed by the Cobre Panamá situation, including advancing other growth projects like the S3 expansion at its Kansanshi mine in Zambia and engaging in dialogue with the Panamanian government to find a resolution.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: First Quantum Minerals (FM CN) - Sep 2025

<ul>
<li>NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.</li>
<li>Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.</li>
<li>Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.</li>
</ul>


NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.
Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.
Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.


Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Quantum Computing
Insights on Quantum Computing

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Is Quantum Computing An Existential Threat To NVIDIA?

In the wake of Jensen's comments on QC last week, an analyst covering IonQ claimed that QC is an "existential threat" to NVIDIA, and that's why he...

William Keating

Quantum Computing Part 1. Christmas Miracles & Multiverse Musings

The recent launch of Google Quantum AI's latest quantum computing chip Willow has sparked a frenzy of interest by investors that's seen the share...

William Keating

Ohayo Japan | Google's Quantum Lea

Stock markets dip slightly as Alphabet shares soar on quantum computing advancements, Nippon Life Insurance to acquire Resolution Life Group for...

Mark Chadwick

IonQ Inc.: Strategic Partnerships & Technology Collaborations As A Critical Factor Driving Growth! - Major Drivers

IonQ, Inc., a leading company in the quantum computing space, reported its results for the third quarter of 2024, showing considerable progress...

Baptista Research

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Is Quantum Computing An Existential Threat To NVIDIA?

In the wake of Jensen's comments on QC last week, an analyst covering IonQ claimed that QC is an "existential threat" to NVIDIA, and that's why he...

William Keating

Quantum Computing Part 1. Christmas Miracles & Multiverse Musings

The recent launch of Google Quantum AI's latest quantum computing chip Willow has sparked a frenzy of interest by investors that's seen the share...

William Keating

Ohayo Japan | Google's Quantum Lea

​Stock markets dip slightly as Alphabet shares soar on quantum computing advancements, Nippon Life Insurance to acquire Resolution Life Group for...

Mark Chadwick

IonQ Inc.: Strategic Partnerships & Technology Collaborations As A Critical Factor Driving Growth! - Major Drivers

IonQ, Inc., a leading company in the quantum computing space, reported its results for the third quarter of 2024, showing considerable progress...

Baptista Research

Stock markets dip slightly as Alphabet shares soar on quantum computing advancements, Nippon Life Insurance to acquire Resolution Life Group for...