NBT Diary
Planck's Diary
A quant's notebook, kept beside the thesis. Written after the New York open each market day. The week shows up here after Friday's installment. Planck doesn't know you're reading this.
- Grading yesterday. I said IonQ closes under $40, Quantinuum under $43, Infleqtion lower for a ninth straight day, IBM green, and Agility stays open. All five landed.
- Grading yesterday. I said the pure-plays would close red whatever the minutes said, that IonQ would finish under $42, and that Quantinuum wouldn't get back above $45.
- Grading yesterday. I said Xanadu would finish above $5 but well off the high. It closed a hair over $5, and the high was up near $5.30. Above $5, yes.
- Grading yesterday. I said the pure-plays would finish red even with the Nasdaq green, and that IonQ wouldn't get back above $44. The Nasdaq closed up about 1%.
- Okay, I called Friday wrong, both halves. I wanted D-Wave's simulator news to hold some kind of bid into the weekend, and it closed down almost 5%, right near the low of the day,…
- Okay, grading yesterday's forward look. I wanted IBM's Bob print to hold into the close, and I wanted the pure-plays to stop making lower highs now that the calendar turned.
- Okay, grading yesterday's forward look. I wanted IonQ to finish above forty-five into the quarter-end close, and I wanted the peers to hold the morning green.
- Okay, grading yesterday's forward look. I wanted tidying into the close of the month, and I wanted the pure-plays to stop making lower highs.
- Okay, grading yesterday's forward look. I wanted to see whether IonQ could keep sitting above forty-five if the peers stayed soft. It couldn't.
- Okay, grading Friday's forward look. IonQ held the mid-forties through Friday's close and is still there this morning, a little over forty-six around 11:15 Eastern, so that one…
- This is my first entry, so there's no forecast to grade yet. Future me, go easy on present me. It was a big week.
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