5i Research Weekly Rockets and Duds
This week's 5i Research Rockets 
and Duds 
D-Wave Quantum Inc. QBTS Just when you thought the quantum computing bubble had popped, D-Wave shares surged 96% last week on a very strong outlook. It lost money in the fourth quarter of 2024, but noted bookings rose 502%. The first quarter outlook was strong, and investors bought on the news and also on the anticipation of a Quantum computing conference slated for Thursday this week. Still, we remind investors not to buy unless they can explain quantum computing to their five-year old. Good luck with that.
Just when you thought the quantum computing bubble had popped, D-Wave shares surged 96% last week on a very strong outlook. It lost money in the fourth quarter of 2024, but noted bookings rose 502%. The first quarter outlook was strong, and investors bought on the news and also on the anticipation of a Quantum computing conference slated for Thursday this week. Still, we remind investors not to buy unless they can explain quantum computing to their five-year old. Good luck with that. 
Telesat Corp. TSAT Who needs Elon Musk, when we have our very own Canadian satellite company? Investors were certainly 'Buying Canadian' last week, with Telesat shares up 40% on the week. They are now up 54% in 2025 and 177% over one year. Telsat and French telco Orange on Tuesday said they have joined forces to offer new satellite connectivity options through a commercial partnership. It looks like Orange is the new GREEN when it comes to the stock market.
Who needs Elon Musk, when we have our very own Canadian satellite company? Investors were certainly 'Buying Canadian' last week, with Telesat shares up 40% on the week. They are now up 54% in 2025 and 177% over one year. Telsat and French telco Orange on Tuesday said they have joined forces to offer new satellite connectivity options through a commercial partnership. It looks like Orange is the new GREEN when it comes to the stock market. 
Applied Optoelectronics Inc. AAOI If you look in the dictionary under 'volatility' we think it should simply list Applied Opto's stock symbol. The stock rose 40% last week, but is down 40% for the year so far. But no matter, it is up 74% in the past 52 weeks. Oh what fun it must be to be an AAOI shareholder! People pay good money for such roller-coaster action at Canada's Wonderland. Applied stock soared last week on 'the huge positive milestone' on the issue of warrants that would allow Amazon Inc. to purchase up to eight million shares of the company. Applied provides fiber-optic network access products for the internet data, cable-broadband and fiber-to-the-home markets. The Aamazon deal was a solid endorsement by a trillion-dollar company, supporting a $1 billion company.
If you look in the dictionary under 'volatility' we think it should simply list Applied Opto's stock symbol. The stock rose 40% last week, but is down 40% for the year so far. But no matter, it is up 74% in the past 52 weeks. Oh what fun it must be to be an AAOI shareholder! People pay good money for such roller-coaster action at Canada's Wonderland. Applied stock soared last week on 'the huge positive milestone' on the issue of warrants that would allow Amazon Inc. to purchase up to eight million shares of the company. Applied provides fiber-optic network access products for the internet data, cable-broadband and fiber-to-the-home markets. The Aamazon deal was a solid endorsement by a trillion-dollar company, supporting a $1 billion company. 
Teradyne Inc. TER How to cause your stock to decline, in two easy steps. First, provide 2025 guidance below analysts' expectations in January. Then, wait two months, and lower guidance again. TER executed this perfectly last week , with news that the semi-conductor manufacturing company faced 'geopolitical and economic uncertainty', and has 'increased concerns on its ability to forecast its business'. The stock dropped 20% for the week.
How to cause your stock to decline, in two easy steps. First, provide 2025 guidance below analysts' expectations in January. Then, wait two months, and lower guidance again. TER executed this perfectly last week , with news that the semi-conductor manufacturing company faced 'geopolitical and economic uncertainty', and has 'increased concerns on its ability to forecast its business'. The stock dropped 20% for the week. 
Asana Inc. ASAN You know those emails you get from your boss telling you that you need to complete some menial task, or else? Well, how about signing up for Asana work-flow software, where you will now get MORE emails outlining specifically what you need to do. Not interested in more people telling you what to do? Turns out you are not alone. Asana shares dropped 24% last week after revenue guidance trailed all estimates. The CEO himself also looks sick of getting 'do your work' emails and he also announced his retirement, causing further investor angst.
You know those emails you get from your boss telling you that you need to complete some menial task, or else? Well, how about signing up for Asana work-flow software, where you will now get MORE emails outlining specifically what you need to do. Not interested in more people telling you what to do? Turns out you are not alone. Asana shares dropped 24% last week after revenue guidance trailed all estimates. The CEO himself also looks sick of getting 'do your work' emails and he also announced his retirement, causing further investor angst. 
Take Care,
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