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@AlAlphaResearch

AI Infrastructure Research / Stock analysis Semiconductors | Compute | Robotics | Supply Chains Mapping the companies building the AI age Hunting the next 10x

Tokyo Japan/2019〜Millionaire💎 Katılım Mart 2026
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Alpha
Alpha@AlAlphaResearch·
Just launched this account. I’m researching the companies shaping the AI revolution. Here I’ll share insights on: • AI infrastructure • Semiconductors • Robotics • Emerging tech companies The AI era is just getting started. Follow if you're interested in the technology and companies building the future.
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Tamaru
Tamaru@Tamaru36192307·
@AlAlphaResearch いいえ！ 高市首相に夢見ている国民が早く目を覚ますように！ もっと言ってやってください。 お願いしますね。
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Tamaru
Tamaru@Tamaru36192307·
高市早苗は、米日関係における最も効率的な外交ツールを発見したばかりだ。 　貿易交渉なんて忘れろ。関税の議論も忘れろ。バロンに褒め言葉をかけるだけで、トランプは45分間ずっと笑顔だ😂 　ここでの本当の洞察は、日本がほとんどの西側外交官が理解していない何かを理解しているということだ 　2026年、最大限の誠実さで届けられる個人的なごますりは、地政学的資産になる。高市は政策文書を持ってこなかった。彼女は、どんな条約も再現できない唯一のものを持って来たんだ。 　国家レベルで届けられた母親の観察。 国務省のどこかで、30年間マンダリンを学んだキャリア外交官がいて、「なぜ誰も本当のスキルは人々の子供を褒めることだと教えてくれなかったんだ」と不思議がってるよ lol 😭 　このコメントを見た後、トランプ一家全員が今まさに輝いてるのを保証するよ。 　 　外交は難しい 。 　ハッピーバースデー、バロン。 　お前はうっかりして外国政策の道具になってしまった 🇯🇵🎂🇺🇸
Alpha@AlAlphaResearch

Sanae Takaichi just discovered the most efficient diplomatic tool in US-Japan relations. Forget trade negotiations. Forget tariff discussions. Just compliment Barron and Trump smiles for 45 minutes straight 😂 The real insight here is that Japan understands something most Western diplomats don’t. In 2026, personal flattery delivered with maximum sincerity is a geopolitical asset. Takaichi didn’t come with a policy paper. She came with the one thing no treaty can replicate. A mother’s observation delivered at state level volume. Somewhere in the State Department there’s a career diplomat who spent 30 years learning Mandarin wondering why nobody told him the real skill was complimenting people’s kids lol 😭 I guarantee the entire Trump family is beaming right now after seeing this comment 😁 Meanwhile 99% of Japanese internet is going “okay great he’s handsome, BUT WHO IS ESCORTING THE TANKERS THROUGH THE STRAIT OF HORMUZ??” 💀 Diplomacy is hard 😂🇯🇵 Happy birthday Barron. You just accidentally became a foreign policy instrument 🎂🇺🇸

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Alpha
Alpha@AlAlphaResearch·
Bringing up the term “defeated nation” at this point feels like an outdated perspective, nearly 80 years after the war. It’s true that Japan remains highly dependent on the Middle East for energy (about 95% of its crude oil imports come from the region, with roughly 70% passing through the Strait of Hormuz), making it particularly vulnerable to developments involving Iran. That’s a fact. But precisely because of that, Japan is not engaging in “flattery” through diplomacy it is pursuing pragmatic cooperation. The world is no longer one where a single country can isolate itself and still succeed. The U.S., Europe, Japan, China, and India alike would all feel the impact if the Strait of Hormuz were closed; the energy market is fundamentally global and interconnected. Rather than resorting to labels like “defeated nation,” wouldn’t it be more constructive to discuss how to ensure stable energy supplies together, and how to advance decarbonization and diversification? The world is one. This is an era where cooperation matters more than division.
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 WOW! Japanese PM Sanae Takaichi just STUNNED the world, declaring only President Trump can achieve peace as he decimates the Iranian regime "I firmly believe that it is only you, Donald, who can achieve peace across the world!" "And to do so, I am ready to reach out to many of the partners in the international community to achieve our objective together!" "So today, I came here at the White House to directly convey this message to you." 🔥
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Leo Aestron
Leo Aestron@FyranEndersong·
@AlAlphaResearch @EricLDaugh Lmao according to the Epstein file, Epstein was an expert in dealing with Chinese. Something about it isn't money or business opportunity, but more of courtesy, gift or something he mentioned guang xi, I suppose he meant 关系 went so deep explaining to his friend 💀
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 LMFAO! Japanese PM Sanae Takaichi just said this about Barron Trump ahead of his birthday tomorrow 😂 "He has grown up so much into a VERY tall, good-looking gentleman...it is VERY clear where he got it! Of course, from his parents. There's NO doubt about it." 😂🇯🇵🇺🇸
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Alpha
Alpha@AlAlphaResearch·
@muranoki7 ありがとうございます笑😆
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むら
むら@muranoki7·
これも完璧な返し。この状況でわざわざ出向いて喧嘩売る阿呆はいないわなwww
Alpha@AlAlphaResearch

As a Japanese citizen, I want to add context here. PM Takaichi’s words to Trump reflect a calculated diplomatic strategy, not personal admiration. Japan is in a difficult position. The Iran war is disrupting the Strait of Hormuz. Japan imports roughly 90% of its oil, and a significant portion transits through that route. Energy security is an existential concern, not a talking point. Takaichi came to Washington with a specific agenda: finalize $ 550B in US investment commitments, secure AI and semiconductor cooperation across 7 technology fields, and avoid being dragged into a Middle East conflict that Japan has no legal or political framework to join. Telling Trump he is “the only one who can achieve peace” costs nothing diplomatically. Getting the investment agreements signed and keeping Japan out of direct military involvement is the actual objective. Japan has a long tradition of this kind of strategic flattery with US presidents. Abe perfected it with Trump 1.0. The real story from today’s summit isn’t the quote. It’s the $ 550B investment framework, the AI infrastructure cooperation agreement, and what it means for the US-Japan allied supply chain versus China. That’s what I’m watching.

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Alpha
Alpha@AlAlphaResearch·
OFC 2026 wrapped this week. Here’s what mattered👇 ✅ $NVDA invested $ 4B into photonics: $ 2B into $LITE Lumentum, $ 2B into $COHR Coherent. Multi-year purchase commitments. Architecture roadmap access. Optics is now officially Nvidia infrastructure. ✅ $AAOI showcased 25dBm ultra-high power ELSFP and 6.4T on-board optics live demo. Stock +11.6% on the week. $ 200M+ 1.6T order already secured. 2026 revenue guidance: $ 1B+. ✅ $LITE $COHR both surged on OFC week. Coherent CPO modules and high power lasers. Lumentum new fab announced. The Nvidia investment is fueling both capacity and roadmap acceleration. ✅ $MRVL Marvell unveiled 1.6T optical interconnects and 800GE demos for next-gen AI GPU fabrics. ✅ $GLW Corning launched GlassWorks AI Solutions. End-to-end CPO system. Fiber-to-the-chip connectors. AI network infrastructure from data center to chip. ✅ $LWLG Polymer vs TFLN debate dominated OFC panels. TFLN winning 1.6T today. Polymer flagged as the 3.2T CPO era candidate for Nvidia’s 2028 Feynman architecture. Two foundry integrations confirmed in 30 days: $TSEM PH18 + GlobalFoundries PDK. ✅ Caltech research: photonic chip achieving near fiber optic loss levels across UV to telecom wavelengths on silicon. Presented at OFC. Implications for quantum computing, AI server energy reduction, and CPO architectures. The theme across all of it: the photonics layer of AI infrastructure is no longer a roadmap. It’s being built right now.
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Alpha@AlAlphaResearch·
I was definitely surprised when I heard this! lol Trump’s comeback here is seriously on a historic level 😂 The reporter must’ve frozen for a moment… Teaching the “master of surprises” how to surprise what a perfect joke! No wonder Eric Trump shared it too, it’s such a classic moment.
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Eric Trump
Eric Trump@EricTrump·
🤣🤣 One of the great responses to a reporter in history! JAPANESE REPORTER: Why didn't you tell Japan before the Iran war? PRESIDENT TRUMP: "Why didn't you tell ME about PEARL HARBOR?!" "You believe in surprise much more-so than US!"
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Alpha
Alpha@AlAlphaResearch·
Excluding NVIDIA, which companies are currently making the largest investments in AI infrastructure? Latest 2026 CapEx ranking released! (Total exceeds $ 700B!) Top 5 AI data center investment rankings excluding $NVDA: 1. $AMZN (Amazon) 🔥 $ 200B AWS + proprietary Trainium make it one of the strongest players. 2. $GOOGL (Alphabet) 🚀 $ 180B Google Cloud + Gemini nearly doubled year-over-year! 3. $MSFT (Microsoft) ⚡ $ 130B Explosive demand driven by Azure + OpenAI. 4. $META (Meta) 🧠 $ 125B Up 87% thanks to the Llama model! 5.$ORCL (Oracle) 💼 $ 50B A hidden dark horse. These investments are having a direct impact on semiconductor, power, cooling, and optical communication companies.
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Alpha
Alpha@AlAlphaResearch·
Yes I know,You’re right on revenue and I’ll give you that fully. $IONQ delivered $ 130M in 2025 revenue, up 202% year over year, with 2026 guidance at $ 235M midpoint. More than 60% came from commercial customers. That’s a real business with real momentum. No argument there. On pure revenue trajectory IONQ wins the comparison today. That’s not spin. That’s the data. The distinction I keep coming back to isn’t revenue size. It’s revenue composition and downside protection. IONQ is guiding $310-330M in adjusted EBITDA losses for 2026 while scaling. $INFQ generates defense and sensing revenue that exists independent of whether quantum computing achieves commercial advantage this decade. Two different risk profiles. Two different timelines. Two different ways to be right. If quantum computing scales as fast as $IONQ’s roadmap suggests, IONQ wins decisively. If the timeline extends, INFQ’s sensing and defense revenue keeps the lights on while waiting. I hold both for exactly that reason. Not because I think $INFQ beats $IONQ on revenue. Because I don’t know which timeline we’re in. And owning both covers both scenarios. That’s the DD I did. $INFQ may be behind on revenue today. But neutral atom architecture, NASA contracts, Pentagon deployments, Nvidia integration, and $ 550M in capital is not a weak hand. It’s a different hand. And in quantum, the game is long. Let’s root for both of them.​​​​​​​​​​​​​​​​😉✅
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Gukaso
Gukaso@MGhookasia41033·
@AlAlphaResearch well look at revenue growth... not even comparable... you should do more DD and realize $IonQ is also supplying plenty of their full stack including sensing to governments, I own both as well but IonQ is better positioned to come out on top
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Alpha@AlAlphaResearch·
Neither. But if I had to choose one, the answer depends on what you think “quantum” actually means right now. Here’s the simplest way to understand both companies👇 ◉ $IONQ — The Thoroughbred Think of it as the iPhone of quantum. Trapped-ion technology, the highest qubit fidelity in the industry, already on AWS, Azure, and Google Cloud. The first quantum computing company in history to clear $ 100M in annual GAAP revenue. This is the name everyone knows. That recognition is both its strength and its risk — it’s already priced for a future that hasn’t fully arrived yet. ◉ $INFQ — The Sleeper Most quantum companies are still in the lab. Infleqtion is already shipping. NASA, the U.S. Department of War, and UK government are already clients giving it a near term revenue base most quantum names don’t have. Its secret weapon is neutral atom technology instead of extreme cooling infrastructure, it uses regular atoms held in place by laser beams, giving it a scalability advantage competitors can’t easily replicate. And it’s an Nvidia strategic partner. That alone is worth paying attention to. ◉ The honest pro investor take IONQ is a bet on quantum computing winning. INFQ is a bet on quantum winning AND sensing AND defense contracts paying the bills while you wait. Infleqtion solves a problem IonQ doesn’t it generates revenue from defense and sensing contracts even before its quantum computers achieve advantage. In a sector where most companies burn cash waiting for a breakthrough that may take a decade the one already getting paid by the Pentagon and NASA is structurally safer. Quantum isn’t one race. It’s several. And $INFQ is running more of them simultaneously.
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Caesar Capital@CaesarCapitalz

If you had no quantum exposure, what stock would you buy? $IONQ or $INFQ

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Alpha@AlAlphaResearch·
While everyone watches the Iran war headlines from the 🇯🇵Japan-🇺🇸US Summit today, the AI infrastructure story is being signed in the background. Japan and the US are confirming cooperation across 7 science and technology fields including AI, quantum computing, and advanced semiconductors. A second tranche of Japanese investment into the US is being finalized. Total committed investment: $550 billion. Here’s what that means for the stack: AI data center buildout ↓ $NVDA $NBIS $ORCL Semiconductor supply chain ↓ $MU $AAOI Next-gen nuclear energy ↓ $CEG $VST $OKLO Critical minerals, de China dependency → direct supply chain implication Japan is not a passive player here. Prime Minister Takaichi has committed $7.9 billion in the 2026 budget for AI and semiconductors alone. A nearly 300% increase from prior years. Rapidus is targeting 2nm production by 2027 with IBM.The geopolitical headline today is Iran. The structural story is this: The US and Japan are locking in an allied AI supply chain that excludes China. Every agreement signed today makes that supply chain harder to reverse. That’s not a trade story. That’s a decade long infrastructure thesis. The future is built before it is priced. 🔭
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Alpha@AlAlphaResearch·
The frozen deals are actually the most interesting part of the $ONDS story right now. mPrest develops the command-and-control software for Iron Dome. The Israeli Defense Ministry is delaying the deal because a foreign company gaining control of classified air defense technology is genuinely sensitive. That’s not bureaucracy. That’s the Israeli government confirming that what Ondas is trying to buy is strategically priceless. A year ago Ondas faced Nasdaq delisting risk. Now it’s valued at approximately $5 billion after nearly $2 billion in capital raises and is pursuing the software brain of Iron Dome, its electro optical subsidiary Controp, and drone maker Aeronautics simultaneously. That transformation speed is either genius or a red flag depending on who the undisclosed $1 billion investor is. The Israeli defense establishment is asking the same question. But here’s the structural point. Every deal that gets frozen is a deal that confirms the asset is real. Nobody freezes acquisitions of worthless companies. Meanwhile the Mistral merger already granted Ondas direct prime-contractor status with DoD and access to over $1 billion in existing contract vehicles. The frozen deals are the headline. The Mistral deal is the foundation. $ONDS is building the stack whether or not Israel approves.
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Alpha@AlAlphaResearch·
@OndasHoldings @Sentrycs When world leaders are in the room, you don’t test unproven technology. You deploy what works. $ONDS just got the most expensive reference check in the world. And the market hasn’t priced it yet.
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Ondas Inc.
Ondas Inc.@OndasHoldings·
Ondas' today announced that its subsidiary @Sentrycs supported airspace protection at the World Economic Forum 2026 in Davos, enabling detection and mitigation of drone activity through Swisscom Broadcast’s DroneDefence deployment. $ONDS ondas.com/post/ondas-sen…
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Alpha@AlAlphaResearch·
Read what actually happened at Davos carefully. $ONDS just got the most expensive reference check in the world. Sentrycs deployed its Cyber-over-RF solution as part of Swisscom Broadcast’s DroneDefence system to protect the World Economic Forum, one of the world’s most sensitive security environments, hosting approximately 3,000 representatives including heads of state and senior officials. This is not a demo. This is not a pilot program. This is operational deployment at the highest profile international security event on the planet. When world leaders are in the room, you don’t test unproven technology. You deploy what works. The deeper signal most people are missing is the architecture. Unlike traditional jamming, Sentrycs’ protocol-based approach operates without interfering with communication networks, making it ideal for dense urban environments. That distinction matters enormously for government procurement. Jamming is legally problematic in most jurisdictions. Cyber-over-RF operates within regulatory boundaries. That’s the moat. Oppenheimer named $ONDS its top drone platform stock, calling the company positioned to dominate the lower-skies market integrated with ground robots, where there will only be a few platform companies with high ROI. WEF Davos. German State Police. NATO countries. Pentagon pipeline. Palantir $PLTR , $ONDS, and World View partnered to develop an AI enabled multi domain ISR platform spanning stratospheric, aerial, and ground systems. The reference list keeps growing. And the market still hasn’t caught up to what’s being built.
Alpha tweet media
Ondas Inc.@OndasHoldings

Ondas' today announced that its subsidiary @Sentrycs supported airspace protection at the World Economic Forum 2026 in Davos, enabling detection and mitigation of drone activity through Swisscom Broadcast’s DroneDefence deployment. $ONDS ondas.com/post/ondas-sen…

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Alpha@AlAlphaResearch·
Fair point on Vector Atomics. That acquisition is real and worth acknowledging. The distinction I’d draw is this. $IONQ acquired sensing capability in 2024. $INFQ was built on sensing from day one founded as ColdQuanta in 2007, with quantum clocks and inertial navigation already deployed in the field with the Pentagon and NASA before the company went public. Acquired capability and native architecture are different things. One is a roadmap addition. The other is the foundation the entire company was built on. That doesn’t make IONQ wrong. It makes the two companies structurally different bets. IONQ added sensing to a computing core. INFQ built computing on top of a sensing core. Which architecture scales better under defense procurement pressure is a legitimate open question. Both can win. But they’re not the same company. For what it’s worth I hold both. And I think both teams are building genuinely remarkable technology. This isn’t a battle. It’s a conversation about which structural bet fits which thesis.
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Gukaso
Gukaso@MGhookasia41033·
@AlAlphaResearch Sensing is 100% a part of IonQ's stack... Vector Atomics... get a clue
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Alpha@AlAlphaResearch·
Respectfully, “full stack” and “same capabilities” are doing a lot of heavy lifting in that sentence. $IONQ is exceptional at what it does. Trapped-ion, high fidelity, cloud accessible. Nobody disputes that. But “full stack” in quantum computing means something very specific — and sensing is not part of $IONQ’s stack. $INFQ ships quantum atomic clocks, RF receivers, and inertial navigation systems to the Pentagon and NASA right now. Today. Not on a roadmap. Not in a press release. In the field. That revenue exists independent of whether quantum computing achieves advantage this decade. That’s not the same product. That’s a different business model entirely. $IONQ is a pure quantum computing bet. $INFQ is quantum computing plus quantum sensing plus defense infrastructure revenue while you wait for the computing thesis to mature. Calling that misleading suggests you’re comparing qubit counts when the actual comparison is business model resilience. Both can win. They’re running different races. Knowing which race you’re betting on is the whole game.
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Gukaso
Gukaso@MGhookasia41033·
@AlAlphaResearch This is complete nonsense... $IonQ is full stack and offers the same that INFQ does and even more... what a misleading post
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Alpha@AlAlphaResearch·
Read what just happened at GTC very carefully. $INFQ ’s Sqale QPU was physically placed inside the $NVDA booth at booth 345. Not next to it. Not nearby. Inside it. Nvidia’s Director of Quantum Product came to the Infleqtion booth personally. This is not a partnership announcement. This is an integration demonstration. Nvidia used GTC the biggest AI infrastructure event of the year — to show the world that quantum and GPU compute belong in the same physical rack. NVQLink exists for one reason. To connect a quantum processor to a GPU supercomputer and extract the best from both simultaneously. The entire hybrid quantum-classical thesis just got a live demo in front of 30,000 developers. Everyone is watching the robots and the $1 trillion Vera Rubin projection. Nobody is standing at booth 345 doing the math. $INFQ is not a quantum bet anymore. It is an $NVDA infrastructure bet with a quantum engine inside. The market is still pricing the science. Nvidia is already shipping the system.
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ふう
ふう@B678365·
$INFQ + $NVDA A quantum computer will expand the space of problems a supercomputer can solve and create a new supercomputer. To realize that vision, NVIDIA developed NVQ Link to connect a quantum computer to a GPU supercomputer and get the most out of both youtu.be/AJjO6ZKcd5w
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YouTube
Infleqtion@infleqtion

Great to have @NVIDIA’s Director of Quantum Product, Sam Stanwyck, stop by the Infleqtion booth at GTC. Thanks for the warm welcome, Sam - we’re excited to be part of the GTC #quantum conversation. See our Sqale QPU at the NVIDIA booth 345 and say hi to our team at booth 438!

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Alpha@AlAlphaResearch·
“Nvidia quietly picked its quantum horse.” That framing is exactly right — and most people still haven’t processed what it means. $NVDA doesn’t make random strategic partnerships. When Jensen integrates $INFQ into CUDA-Q and NVQLink, that’s not a press release move. That’s an architectural decision. Nvidia is betting that hybrid quantum-classical computing is the next layer of the AI factory stack — and they chose neutral-atom as the modality to build on. $INFQ at 1/8th of $IONQ valuation with real government revenue, deployed military tech, NASA contracts, and $ 550M in capital. The market is pricing it like a science project. The Pentagon is treating it like infrastructure. Those two things cannot stay true at the same time forever. IONQ is the name everyone knows. $INFQ is the name $NVDA knows. There is a meaningful difference between retail recognition and strategic validation. The market hasn’t caught on yet. But Nvidia already voted.
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CleaRank
CleaRank@CleaRank·
$NVDA just quietly picked its quantum horse. $INFQ is trading at 1/8th of $IONQ valuation with NASA contracts, deployed military tech, and a $550M war chest. The market hasn’t caught on yet, we have! 🤯 clearank.com/news/infleqtio…
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Keşfet

@Tamaru36192307 @EricLDaugh @FyranEndersong @muranoki7 @elonmusk @BarackObama @taylorswift13 @cristiano