Jupiterian
451 posts
@Jupiterian_Tech
Quantum Disruptor $INFQ, Undervalued Memory Maker $MRAM, A New AI Bottleneck Solver Emerging from a SPAC ($ATII / $ATIIW)
Looking forward to hearing about @infleqtion $INFQ RPO’s during this Thursdays earnings call Right now we know they have a $50m backlog and booked and awarded business, but now with the launch of tiqker, increasing qc sales and the expansion of their contract list and duration it would be nice to see that number grow to more like $75m based on the qc sales and contracts alone. And could easily see that being closer to $100m in rpos if tiqker reslly gets dome traction over the next quarter or two
Infleqtion $INFQ will host a conference call on Thursday, May 14 at 4:30 PM ET to discuss first quarter 2026 financial results. Tune in live or watch the replay: ow.ly/nqpi50YVfqp
Can you imagine how mispriced $WLAC is now, at 19, with $CRWV at 140, and $NBIS at 195? Both more than 2x when I posted this? $BCAR 500 million at 10, so roughly 540m valuation. Money will be dumped into these smaller companies for expansion or they'll be bought at premium.
$BCAR - listed options have been requested, following the same playbook as $WLAC Hopefully a public S4 in a few weeks
Is $INFQ the steal of the century vs $RGTI the walking dead?? Quantinuum , the leader of the quantum going public at a rumored $20B market cap. Asked Claude to rank every public quantum name on quality 1-10 and value them against that anchor. Who doesnt use a cheat sheet. Unbiased. Love the adjectives. Of course unlock....just saying.
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
$IONQ (IonQ) #earnings are out:
!!! 💥💥💥 Found a hidden disruptor in AI, Semiconductors & Photonics (SPAC). 🧠 “AI’s Hidden Bottleneck Solver: Why Forge Nano Matters” ($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
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…
