The video analyzes D-Wave Quantum Inc (QBTS), noting its 2800% increase over the past year, followed by a recent price drop to $34.40. D-Wave, a pioneer in quantum computing since 1999, is framed as the 'grandfather of quantum computing', offering solutions for complex optimization problems across various industries, challenging traditional computing limits. The company's clients include Volkswagen and Lockheed Martin, alongside partnerships with Swiss Quantum Technology for European deployment. The analysis notes that analysts have a strong buy recommendation with a target price of $50. In summary, While highlighting this price drop, the speaker remains bullish due to underlying company information and analyst estimates.