BigBang14

@DotT782066 @InvestorDenis They paid for most of the acquisitions this way, so if you believe they weren’t value add to the business, then they were dilutive, but if you believe they bring revenue and opportunity to the business, then those shares represent future growth, and they effectively have no debt.

@InvestorDenis It's been diluted many times through share issuance, hasn't it?

Let’s get clear on where we stand with $IONQ: Debt $30,4 million Revenue up 755% YoY Cash balance $3,1 billion 99,99% two-qubit gate fidelity Backlog $470 million (up $554% YoY) $54,5 million contract with the US Air Force Can produce a quantum computer for $30 million About to demonstrate its 256 qubit quantum computer About to acquire $SKYT to become vertically integrated Doesn’t need massive dilution refrigerators or liquid helium to operate its quantum computers Why would it not work for $IONQ from here?

@TheRonnieVShow If you live in California, this mix is way off, unfortunately.

How Much Should You Actually Spend, Save, and Invest with $10k Monthly Income?

@Fabrizio_Toknup @StockSavvyShay Let it ride!

@StockSavvyShay Multi-bagger narratives are written after the move, not before it. The real question is what you do with the position now.

$IONQ is now the latest multi-bagger in the growth portfolio 🙃

Me and the quantum shorts, nearly two years later 😆

@TechInnovationz Great video, thanks for sharing!

$IONQ Close your eyes. A marble. A squeezed balloon. A 3-blade fan. A 4-blade windmill. That's not a yoga class. That's what Ballance & his team just did to a single atom in an Oxford lab. Yesterday I walked you through the paper. Today, 4 minutes that even a 10-year-old can follow. 📹👇 $IONQ #Quantum #IonQ

@mediamogul @IonQ_Inc Congratulations!

I am over the moon to share that I’ve come onboard @IonQ_Inc as 𝗦𝗲𝗻𝗶𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮, joining a brilliant team of marketing pros & a preeminent community of scientists, engineers and business leaders who are taking quantum to new heights. 🚀⚛️

@genejchan Honestly scratching my head a bit as to why this doesn’t seem to be a bigger deal… this completely changes the narrative on trapped ion vs superconducting, especially when you stack all the other benefits (all equate to lower cost, easier scaling).

It's rare to see $IONQ outperforming every other quantum name the way it deserves Maybe the market realized how big of a deal this gate speed breakthrough is?

@KantiqueTech Not an issue for $IONQ… they have a partnership with PNNL to source domestic barium… this was locked down 4 years ago in anticipation of their next gen (now current) systems! ionq.com/news/february-…

🚨Un des plus grands défis cachés d’ $IONQ , $RGTI, $INFQ et des autres acteurs quantiques ? Les matériaux rares. Sans eux, pas de scaling industriel possible : • Ions piégés (IonQ, Quantinuum) → ytterbium & baryum • Atomes neutres (Infleqtion, Pasqal) → rubidium & césium • Supraconducteurs (IBM, Google, Rigetti) → niobium, tantale + hélium-3 ultra-rares • Photoniques → erbium & europium pour les conversions lumineuses La Chine domine 80-90 % du raffinage mondial de ces éléments critiques. Et les tensions géopolitiques ne font que s’accentuer. Résultat : les entreprises quantiques doivent désormais sécuriser leur supply chain aussi vite que leur technologie. Celui qui maîtrisera à la fois les qubits et les matériaux aura un avantage décisif. À suivre de très près : MP Materials (la principale mine de terres rares aux États-Unis), qui pourrait devenir un acteur stratégique majeur pour l’indépendance américaine dans le quantique. Le quantique ne se joue plus seulement au labo… mais aussi dans les mines et les chaînes d’approvisionnement. Kantique — Le quantique décrypté.

$INFQ CEO on Mad Money @ 6pm EST… x.com/infleqtion/sta…

@LanceTeren Here’s another case in logistics that will bring nearer term meaningful revenue… x.com/TechInnovation…

So much of Quantum computings meaningful revenue will come from militaries before it’s practical for the likes of Biotech, logistics, etc. I truly believe $INFQ is the best name to capture this as they already work with: US Army US Navy DoD Australian Army NASA UK Royal Navy DARPA Also commercial defense: Safran LMT SAIC L3Harris Dell Federal

@LanceTeren This is likely to drive some meaningful revenue for IONQ: x.com/DesFrontierTec…

@Sensei0701 Thanks for the thoughtful insights. SkyWater close and DARPA C will be drivers as we move through Q3… lots of great things ahead!

$IONQ There was intense back-and-forth b/t the bulls and the bears following earnings release earlier this week, but the bulls are winning the fight so far. As I noted ahead of the latest earnings, consistently closing above the 200 day MA (currently at $46.6) would provide further bullish confirmation. The stock was already holding above the 100 day MA for over a week and closed above the 200 day MA on Tuesday this week prior to earnings release. Despite post-earnings volatility, the stock closed above the 200 day MA for the remainder of the week. The initial selloff and choppy price action post-earnings, despite a strong earnings beat and raised full year guidance, appeared to reflect classic “sell the news” profit taking after the significant pre-earnings run-up. Also, there were several other factors that gave the bears ammunition. The most notable factor was the significant YoY decline in GPM to ~24% in Q1 2026 (from ~44% in Q1 2025). Management attributed the pressure primarily to a strategic shift toward higher hardware sales and system deployments, though improved operating efficiency below the GP line helped offset some of the impact. It is also worth noting that the pending SkyWater acquisition will bring in a lower margin fab business (~20% GPM in FY 2025), which could exert additional downward pressure on margins in future quarters. Other headwinds included anticipated dilution from recent acquisitions and the capital-raise structure, as well as the absence of final confirmation on the SkyWater deal closing and selection for Phase C of DARPA’s initiative (though IonQ was selected for the separate DARPA HARQ program in April). Otherwise, the fundamental picture for IonQ remains excellent. Management reaffirmed that the SkyWater acquisition is expected to close in Q2 or Q3 this year. I continue to view the Phase C decision as likely a Q3 event. Looking ahead, the bullish weekly close leaves me fairly confident that the 50 day MA will cross above the 100 day MA in the coming weeks. We are already halfway there. The subsequent golden cross (50 day MA crossing above the 200 day MA) may take a few months or less to occur but appears likely based on the current setup. In other words, another leg of parabolic upside could be in store. For context, the prior 50/100 day crossover in Oct, 2024 before materialization of the last golden cross (the only one since IonQ’s public debut in 2021) preceded a sharp rally that carried the stock into the peak at $50 s. The biggest resistance levels we will possibly face for the rest of this year are at $80 s (near ATH set in Oct, 2025) and the $100 level which would trigger a material dilution event resulting from last year’s capital raise structure. That being said, I remain strongly bullish. Successful closing of the SkyWater acquisition, achievement of Phase C of the DARPA’s initiative, plus continued technical milestones and contract wins could potentially drive the stock toward $100 by year end.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ We’ll see.

Here we go! $SKYT shareholders approved the $IONQ buyout! tradingview.com/news/urn:summa…

@Gukaso @GiacoBocanegra @tobeytobey4 😂

$IONQ - kinda funny how they try to trick shareholders by inflating their numbers. How about we adjust for this paper bs? Loss for the q was -$252M. Thanks

@DesFrontierTech Thanks for the reaction Des, what a call! So many pieces of the business working… you can feel the acceleration beginning to happen.

$IONQ Earnings Call - Rapid Reaction

Interesting… $INFQ now selected with $IONQ for the HARQ program… stocks.apple.com/AOdeOcfhfRU-bF…

@FabAIQuantum @Cat_States

@Cat_States You wanna tell the crowd why you're in Singapore? 👀

Quantum stocks went absolutely NUTS again today, all over the $NVDA model drop hype. The company up the most, $XNDU (+70% in one day!!), doesn’t even have any qubits, nor line of sight to any this decade. Bizarrely, the listed company with the most qubits ( $INFQ ) got the softest bid. What a world 🤷

@TechInnovationz I value your thoughtful analysis, connecting the dots and pulling the big picture out of the details. Definitely appreciate all the time and effort you put in for the community here. Keep it up and hope this week goes well!

I’m 23. I’m from France. I own 400 shares of IonQ . I’m writing that upfront because it matters for what comes next. I’m not a fund manager. I’m not paid to post. Whether the stock goes up or down tomorrow, my life doesn’t change. I’m a master’s student in international business who got pulled into the quantum world a year ago and hasn’t been able to look away since. What started as curiosity turned into something else. A year of reading, asking questions, getting things wrong, being corrected by people who knew more, and trying again. The physics didn’t come naturally. Neither did the financial side. But piece by piece, conversation by conversation, it started to connect. And I’ve been wrong along the way. More than once. The community has corrected me, caught names I misspelled, flagged claims I couldn’t fully source. That’s not a weakness of doing this publicly it’s the point. Working in the open means your mistakes are visible, and that’s exactly what keeps the work honest. The real craft was never about one acquisition. It was about connecting them. Oxford Ionics. SkyWater. Capella Space. Vector Atomic. Lightsynq. Qubitekk. ID Quantique. Skyloom. Seed Innovations. Nine deals in roughly twelve months, and each one reshapes a different layer computing, manufacturing, networking, sensing, space, security, software. That’s before you count the hires behind them, the integration team under Petrina Zaraszczak, the European expansion through Lorenzo Roversi in the Nordics, Marco Pistoia in Rome with the €1B Italian commitment, Darren Strange in Oxford. Before the university partnerships Cambridge and the Cavendish Lab, the OxCam corridor, the AstraZeneca BioVentureHub in Gothenburg, MTSU’s QRISE Center in Tennessee. Before the government layer SHIELD IDIQ, Golden Dome, Katie Arrington as CIO, the GDIT partnership, Robert Cardillo at IonQ Federal. Each piece is a story. Together they tell something bigger. And somewhere along the way, a community formed. The IonQers. Multilingual, scattered across time zones, reading the same filings, catching each other’s mistakes, crediting each other’s findings. Some of my closest conversations this past year have been with people whose real names I don’t know. Content in English, Japanese.. because the quantum ecosystem isn’t a single-language story, and the people trying to follow it deserve to read it in their own language. I want to be transparent about why I do this. It’s not for money. 400 shares wouldn’t change that calculation either way. I do it to help the community understand what’s actually happening to make the information accessible. Quantum is hard. The filings are dense. The physics is intimidating. Most people who could benefit from following this story give up after two paragraphs of jargon. That’s the gap I try to close. That’s why I write the deep dives. That’s why I make short videos breaking down the technology in simple terms. Not for followers. For readers who want to actually understand. Because this ecosystem shouldn’t require a PhD to follow. And when people message me asking why the stock is up or down on a given day I don’t have that answer, and more importantly, that’s not what I’m here for. Price action is noise. The ecosystem is the signal. I’d rather explain why an acquisition matters than guess where the candle closes. I also write this from a European seat, watching a mostly American story with European fingerprints all over it Oxford in the UK, Pistoia in Italy, QuantumBasel in Switzerland, Roversi and the Nordic corridor, Cambridge’s Cavendish Lab. France is not yet a node on this map. Maybe that changes. Either way, writing from here means I see the European side of the ecosystem with a different kind of attention than someone based in Maryland or California would. Two things keep me going. First, the medical side. 1/2 $IONQ

@genejchan And, after the speech, it all makes sense.

@BigBang14_ US is a major net producer