IREN and IONQ Earnings Plays + Xanadu Crashed 70% | What Happened and What I’m Doing Now

Today’s market was wild again. We saw more optimism return to risk assets, but the biggest story by far was Xanadu Quantum collapsing roughly 70% in a single trading session and then holding most of that loss. In this episode, I break down what caused the move, how the market is repricing the stock, and why I still think this may become an interesting accumulation zone for long-term investors willing to handle the volatility.

I also go through several earnings and event catalysts this week, including IonQ, IREN, Celsius, and SoundHound, and explain how those names are affecting my own portfolio. I walk through the broader market backdrop, AMD’s earnings beat, Google and Anthropic momentum, and why the current environment still looks constructive for high-beta and growth stocks.

In the second half, I explain two options trades in detail, including how I played IREN and IonQ calls, why I laddered out using good-til-canceled orders, and how I think about de-risking before earnings. Then I go through charts on IREN, IonQ, SEALSQ, Xanadu, and POET, including why I started buying Xanadu again after the collapse and how I’m thinking about risk-reward from here.

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Timestamps
00:00 – Wild week, Xanadu crash, and earnings ahead
00:45 – AMD beat, Google optimism, and market backdrop
02:20 – Quantum watchlist, growth movers, and portfolio impact
03:52 – My IREN options trade and why I exited
04:18 – My IonQ call strategy and laddering out before earnings
07:06 – IREN chart and the irrational selloff setup
09:12 – IonQ chart, earnings setup, and quantum sector implications
14:12 – SEALSQ price action and key support
15:52 – What really caused Xanadu’s 70% collapse
20:05 – Why I’m buying Xanadu again and watching POET

Видео IREN and IONQ Earnings Plays + Xanadu Crashed 70% | What Happened and What I’m Doing Now канала The Quantum Bull