Jupiterian

447 posts

Jupiterian

Jupiterian

@Jupiterian_Tech

Quantum Disruptor $INFQ, Undervalued Memory Maker $MRAM, A New AI Bottleneck Solver Emerging from a SPAC ($ATII / $ATIIW)

انضم Ekim 2016
2.6K يتبع260 المتابعون
Jupiterian
Jupiterian@Jupiterian_Tech·
@MyQuant_um @Chris76985971 @infleqtion This is the estimation of Claude Opus 4.7 (KMPG Style) Most likely scenario: Q1 revenue $13-14M, guidance raised to $44-46M, $INFQ to $17-20 range within 1-2 trading days.
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Quant(um)
Quant(um)@MyQuant_um·
Next week its gunna be a big one!! Time for @infleqtion to get repriced compared to their peers!! $INFQ $RGTI $QBTS $QUBT Remember Infleqtion trades at a major discount to these other companies… 1/2-1/3 the market cap while having much more revenues, partnerships and a more scalable technology. As well as a much larger product family outside of just QC
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Jupiterian
Jupiterian@Jupiterian_Tech·
@MyQuant_um @infleqtion It seems $INFQ $DELL $SAIC have been already awarded something big from DoW, expecting the announcement after earning call.
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Quant(um)@MyQuant_um·
Pete Ford from $Dell hyping up the boys @infleqtion $INFQ
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Options selling with Christian
If Quantum is the real deal, then I think $INFQ pulls a similar move as $PLTR. $10 to $150+ I would say there’s a low chance this happens but a great enough chance that you need to have atleast some shares. This is the only quantum company I like
Polvans@Polvah

Everyone is buying $INFQ as a quantum computing stock They're missing the real story $INFQ has a product called Tiqker. It's not a quantum computer. It's an atomic clock. And it might be the most important defense technology. Here's why Every military submarine in the world has the same problem. Once it goes underwater, it loses GPS. It navigates blind (relying only on onboard clocks and sensors) Traditional atomic clocks accumulate drift. One hour underwater. Two hours. Ten hours. The errors compound. In a long mission, navigation becomes unreliable. This is the reason submarines surface more often than they should. Every surface is a risk. Tiqker solves this. "It uses lasers tuned to the natural quantum oscillation of rubidium atoms, one of the most stable and consistent 'ticking' mechanisms in nature." It fits in a standard electronics rack. It survived flights in the UK. US Army ground vehicles in New Mexico. And a drone submarine underwater, at depth, through multiple dives. "Tiqker operated happily through these conditions, which is unheard-of for previous generations of optical clocks." In October 2025, $INFQ deployed Tiqker on the Royal Navy's Excalibur submarine. First time in history a quantum optical clock operated underwater on an autonomous vehicle. $INFQ was the first external technology partner ever invited to the XCal program. The Royal Navy doesn't invite companies they don't trust. Now zoom out. Russia is jamming GPS across Eastern Europe. Iran has demonstrated GPS spoofing capabilities. The Middle East conflict has made military GPS a primary target. GPS denial is not a future threat. It's happening right now. Every Navy in the world needs what $INFQ is building. Not in five years. Now. And the market is pricing this as a quantum computing story. > $32.5M in real revenue in 2025 > $40M guided for 2026 > NASA contract > DARPA contract > Royal Navy. US Army. US Navy. The quantum computing angle gets the headlines. The atomic clock is the business. $INFQ

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Jupiterian
Jupiterian@Jupiterian_Tech·
$INFQ team, Are you ready for big things? Big Things + Earning Call > Retest ATH 27.5
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Jupiterian
Jupiterian@Jupiterian_Tech·
@stepnotonpets I called it since last week
Jupiterian@Jupiterian_Tech

!!! 💥💥💥 Found a hidden disruptor in AI, Semiconductors & Photonics (SPAC). 🧠 “AI’s Hidden Bottleneck Solver: Why Forge Nano Matters” ($ATII / $ATIIW) “The missing layer between AI chips, batteries, and atomic-scale manufacturing” 🌐 1. Macro thesis: The AI era is hitting physical limits, not software limits: AI chips (GPUs / NPUs): HBM stacking limits thermal density explosion sub-3nm transistor variability Batteries (EV + data centers): energy density plateau dendrite formation degradation cycles 👉 Both industries converge on one problem: atomic-level material control at scale This is where Forge Nano positions itself. 🧬 2. Core technology: Atomic Layer Deposition (ALD) ALD is a process that builds materials: one atomic layer at a time with near-perfect thickness control inside complex 3D structures Why it matters: At sub-5nm scale: a 1 nm defect = device failure geometry becomes 3D, not flat uniformity becomes more important than speed 🧱 3. AI chip ecosystem impact 🟣 A) HBM + GPU memory scaling AI chips depend on stacked memory: Forge Nano role: ultra-conformal dielectric coatings barrier layers in TSVs defect reduction in deep 3D structures 👉 Effect: higher yield in HBM stacking better thermal stability improved scaling density 🟢 B) Advanced logic (2nm and below) At GAA (Gate-All-Around) nodes: transistors are 3D nanosheets surfaces dominate performance ALD helps: wrap gate materials uniformly reduce leakage currents stabilize interfaces 🔵 C) Photonics + advanced interconnects AI data centers are shifting to: optical interconnects co-packaged optics ALD helps: waveguide coatings dielectric precision layers interface smoothing 🏭 6. Competitive landscape 🥇 $ASML / $AMAT Applied Materials / $LRCX Lam Research dominant in semiconductor manufacturing tools, high-volume production systems. 🧬 Forge Nano positioning smaller more specialized cross-domain (chips + batteries + defense) 👉 Strategy difference: incumbents = scale + fabs Forge Nano = material innovation frontier 🧾 SPAC Deal Overview 👉 SPAC: Archimedes II (ATII) 👉 Expected close: Q3 2026 💰 2. Valuation Pre-money valuation: ~$1.2B Pro forma enterprise value: ~$1.28B 💵 3. Capital Structure (VERY IMPORTANT) Total expected cash: 💰 ~$317M net cash at closing Comes from: 1️⃣ SPAC Trust cash held in SPAC (depends on redemptions) 2️⃣ PIPE Financing $100M PIPE 👉 institutional investors buying shares privately Revenue: 2025 - 14.5m 2026 - 40.1m (Projection, +177% YoY) Forge Nano quietly expanded into Taiwan 🇹🇼 as well 👉 the center of global semiconductor + photonics manufacturing This might be the real signal. #AI #Semiconductor #Photonic

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stepnotonpets
stepnotonpets@stepnotonpets·
$ATII warrants moving towards 2 with warp speed
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Jupiterian
Jupiterian@Jupiterian_Tech·
@Gubloinvestor If you are bullish on $IONQ 19.6B market cap, then $INFQ 2.9B market cap with 40m revenue is absolute bargain, furthermore $INFQ (12 logical qubits) is ahead of $IONQ in fault tolerance quantum computing roadmap, DYOR.
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Just bought 5000 $DARE at $2.85 and my $IONQ order got filled at $50 earlier today.
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Jupiterian
Jupiterian@Jupiterian_Tech·
@MyQuant_um This might be last time that we are seeing $INFQ around 13.4
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Quant(um)
Quant(um)@MyQuant_um·
$INFQ Up 11% so far today! 🥂 Rallying with the rest of the sector which gives a little more confirmation that the share unlock overhang is hopefully easing. On other sector rally days the last couple weeks it has not rallied because of this, but looking better 🙌🏼
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Jupiterian
Jupiterian@Jupiterian_Tech·
#BreakingNews in #QuantumComputing IBM @IBM and Q-CTRL @qctrlHQ Deliver 3,000x Speedup in Materials Discovery for the Energy Sector with Quantum Computing, Demonstrates Evidence of Practical Quantum Advantage
Michael J. Biercuk@MJBiercuk

IT'S HERE! @qctrlHQ & @IBM bring you Practical Quantum Advantage! A real problem that people pay actual $ to solve today is 3000X faster on a #quantumcomputer than the industry-standard alternative Positive ROI is here for quantum! q-ctrl.com/blog/q-ctrl-de…

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Jupiterian
Jupiterian@Jupiterian_Tech·
@miscomputate @infleqtion 💯 Behave like in public market when you are in public market, that doesn’t means you need to oversell.
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Mason
Mason@miscomputate·
I agree with that generally. Long-term vision matters, but public companies also need a clear short-term communication strategy. The tech can be incredible, but if investors don’t understand the near-term revenue lanes, overhang, catalysts, and execution path, the market fills the gap with fear. That’s exactly why I keep saying $INFQ needs better narrative translation.
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Mason
Mason@miscomputate·
I want @infleqtion $INFQ to find a cure for cancer. Is that so much to ask? I’ll keep dreaming.
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