Louis Navellier has released a stock teaser about a so-called “trillion dollar bet” he claims Jeff Bezos has made on a “transformative technology” called “QaaS.”
And according to Navellier, it’s “destined to disrupt a $46 trillion market.”
What’s QaaS all about?
What is Jeff Bezos’ bet?
And what stock is Navellier teasing?
That’s what I wanted to know, so I looked into Navellier’s pitch to find out. And in this post, I’ll break it all down for you and reveal what I believe are his QaaS stock picks.
Breaking Down Navellier’s QaaS Presentation
The main idea behind Louis Navellier’s presentation is that Jeff Bezos has made his “next big bet” called QaaS. And according to the presentation, this tech could “revolutionize” a host of different industries to the tune of $46 trillion.
He also claims it could “create more millionaires and billionaires…than any other event in history.”
Cool… but what exactly is QaaS?
Well, after quite a bit of sales fluff… and telling us what it’s not (AI, 5G, bitcoin, etc), Navellier finally dropped a hint about what he’s talking about.
“… several years ago, UPS began using a primitive version of ‘QaaS’ called ORION…
“And ORION’s main job was to calculate the best path for all delivery drivers to take to cut down on stops, traffic lights and wear and tear on the vehicles… “
Source: https://web.archive.org/web/20240424004436/https://secure.investorplace.com/?cid=MKT794457&eid=MKT800130&assetId=AST339894&page=2
ORION stands for On-Road Integrated Optimization and Navigation, and it’s a route optimization software used by UPS to improve its delivery routes.
What’s the big deal?
According to Navellier, this software saved UPS “up to $400 million every year” on their trucks alone. And he believes QaaS is much more powerful than ORION and that its potential is much bigger, which is why Bezos made a “massive bet” on it.
“Imagine what happens when every delivery and logistics company around the world begins using ‘QaaS’ for ALL modes of transportation…
“FedEx, DHL, trucking companies, pizza delivery, Uber, Lyft… everyone.
“We’re talking about a complete disruption of the massive $10.4 trillion logistics and delivery industry…
“And massive returns to any company that can provide the ‘QaaS’ technology.
“And when you consider Amazon alone spends over $89 billion on delivery costs?
“It’s easy to see why Bezos is so obsessed with this technology…
“And why he’s made a massive bet on ‘QaaS’…”
So, at first glance, Navellier’s “QaaS” appears to be some type of route optimization software, but he later revealed that he’s actually talking about quantum computing.
“What I’ve been calling ‘QaaS’ stands for Quantum Computing As A Service…”
[…]
“In short, it represents computing technology 158 million times MORE powerful than the world’s current biggest supercomputers.”
I’m no expert on quantum computers, but the general gist is that these are super powerful computers that are far more powerful than ‘regular’ computers.
And in the presentation, Navellier explained that the reason he’s so bullish on quantum computing now is that his “#1 QaaS stock” has created a computer “so far ahead of the competition it’s not even close,” thanks to its “ion trapper” technology.
“Up until recently —
“Due to quantum’s extreme cost, overwhelming complexity, massive size and need to be kept at almost absolute zero (-459 degrees)…
“The benefits of quantum computing have been largely theoretical…
“But now — thanks to My #1 QaaS Stock…
“And a single piece of technology they’ve patented called an ion trapper…everything’s changed…
“Made of a composite group of highly specialized materials including silicon, quartz and sapphire…
“The ion trapper has allowed my #1 QaaS stock to take quantum computing out of the physics lab…
“And create the first ever commercially viable quantum computer that:
- “Operates at room temperature…
- “Is a fraction of the size of traditional quantum computers…
- “Is stable enough to operate in any environment (including a plane)…
- “And is as simple to use as any laptop…
- “And get this — the computer is 32,000 times more powerful than any other quantum computer on the market…
“In other words —
“My #1 QaaS Stock has created a computer so far ahead of the competition it’s not even close.”
So, long story short, Navellier is super bullish on a company that he claims has developed the first-ever commercially viable quantum computer.
But what company is he referring to?
Read on!
Revealed: Louis Navellier’s “QaaS” Stock
So far, we have learned that Louis Navellier is teasing a company that builds quantum computers and that has developed some type of “ion trapper” technology.
Another clue Navellier shared was that it’s a “small Maryland firm.”
“Bezos needs ‘QaaS’ technology to accomplish all of this…
“And that’s why he’s gone all in…
“And why he’s invested in the dominate player in the ‘QaaS’ market…
“A small Maryland firm I call ‘My #1 ‘QaaS’ Stock.’
“A quick look at the numbers shows — this company is a homerun opportunity…
“With patented ‘QaaS’ technology — they’re set to dominate the industry and make an absolute killing…”
What else did he say? Aside from what we’ve already discussed, the main clue Navellier shared was the following quote from a finance site called Financhill…
That quote led me to this article about IONQ on financhill.com, and considering how specific this clue is, it’s pretty clear that Navellier is teasing IONQ.
I did a bit more research to make sure, though.
More specifically, I looked into Navellier’s clue about the company being based in Maryland and how it has developed “ion trapping” technology.
And it turns out that, yes, IONQ is based in Maryland, and according to the company website, they have developed “trapped ion quantum cores.”
So, IONQ appears to be the QaaS stock Navellier’s teasing.
I don’t know if IONQ is a good stock idea or not, as I’m not a stock picker like Louis Navellier, but this does appear to be the “QaaS stock” he is teasing in the presentation.
If you want to know more about Navellier’s prediction on this company, your best bet would be to check out the presentation itself.
Or if you want all the details on his pick, you’d need to see the research report he put together called “My #1 QaaS Stock: The Tiny Company About to Dominate the Coming $46 Trillion Disruption.”
The only catch is you need to buy a subscription to his newsletter service, Growth Investor, for $49 to access that report.
The good news is that, if you don’t want to join that service, there are some informative articles online about IONQ that may interest you.
For example, I found this article on the Motley Fool and this article on the InvestorPlace website, which are both 2024 articles discussing the investment case for IONQ.
Recommended: Go here to see my #1 rated stock advisory of 2024
2 More QaaS Stocks Navellier Teased
Before I wrap up this post, I wanted to share my findings on two other “QaaS” stocks Louis Navellier teased in the presentation.
“Although I’ve mostly focused on the big upside of my #1 QaaS company — there are several other ways to play this massive trend.
“In fact, I’ve uncovered two stocks that could turn out to be nice 6-figure paydays…”
Stock #1
Here are the clues:
“Stock #1 — Is an Austin, TX based company that specializes in cloud security.
“Thanks to their proprietary technology — this is one of the most profitable in the entire industry, since 2017 their sales growth has a CAGR of over 3,000% …
“In fact, they’re the first company to hit $1 billion in revenue on AWS’s marketplace.
“And now as they begin implementing QaaS technology they’re about to cash in huge.
“They’ve already got massive investors including BlackRock, Vanguard and State Street.
“And have a huge client list including AWS, Google and the City of Las Vegas…
“But compared to what’s coming that’s nothing…
“Thanks to ‘QaaS’ and other breakthrough technologies, experts are projecting this company to be a trillion dollar behemoth in just a few years.”
This company is most likely CrowdStrike (CRWD), an Austin-based cybersecurity technology company that matches Navellier’s clue about being the first company to reach $1 billion in sales on the AWS marketplace.
Stock #2
Here are the clues:
“Stock #2 — Is one of the biggest players in the A.I. and QaaS space…
“And for over 40 years they’ve built a competitive advantage in almost every aspect of technology…
“Including…cloud computing, cybersecurity, software, gaming, hardware, search…you name it.
“But as of November 8th 2023 — they’ve taken their game to the next level and made a massive investment into QaaS that could drastically improve every aspect of their business.
“And when you consider they’re already a cash cow…with cash flow of $9.1 billion in Q4 2023, this business is set to become the largest company in the world for at least the next 10 years.”
This one appears to be Microsoft (MSFT), which is easily one of the biggest players in the AI and quantum computing space, as per Navellier’s clue.
Furthermore, Microsoft has been around for well over 40 years, reported a Free Cash Flow of around $9.1 billion in Q4 2023, and entered into a collaboration with Photonic (a company focused on quantum technologies) on November 8, 2023.
So, it looks like a match!
Bottom Line
There you have it… Navellier’s mysterious “QaaS” stocks revealed!
As mentioned earlier, I’m not an ‘expert’ stock picker, so I don’t know if any of the companies I’ve mentioned are good investments or not.
But I do hope my research has saved you some time and perhaps even some money if you were planning on joining Navellier’s newsletter just to get the ticker symbols.
I hope you enjoyed the post, and if you’d like to share your thoughts on any of this, feel free to chime in below! Thanks for reading.
Please note: By submitting a comment using the above comment form, you confirm that you agree with the storage and handling of your data by this site as detailed in our Privacy Policy.