
Quant(um)
1.5K posts

Quant(um)
@MyQuant_um
looking into the future 🫣 $INFQ $IONQ $BMNR







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


What a time to be alive. $MRAM




Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project. SITUATIONAL AWARENESS: The Decade Ahead



















