BrotherMan1000

I say it’s most interesting from various DARPA and Chinese articles/comments saying this tech has huge implications on ‘eliminating stealth’ technologies, jets, drones etc.

$INFQ I was previously misunderstanding, apparently their Quantum RF sensors are currently being shipped, from the Analyst day conference on 3/11/26 about 2 hours and 45 min in. Wanted to share incase anyone else was thinking like I was. Cool update, most exciting product IMO

@Stevenkomyo307 @michaelsikand @infleqtion This was held on 3/11/26 so first one where the two things were jointly packaged (Tiqker and Sqywire) was shipped in March 2026 for first time but seems like Sqywires have been shipped to customers previously as this seems to be unique that it was the first combo unit

@Stevenkomyo307 @michaelsikand @infleqtion Circling back on this for anyone else who’s curious, did go and read into this analyst day held recently, here’s a cool quote from Paul Lipman the CRO at about 2 hours and 45 minutes in

My 10x stock idea from GTC isn't photonics?! But it does involve lasers. Say hello to $INFQ. It's a newly IPO'd quantum stock generating tens of millions in revenue in space + defense applications with very unique technology. @infleqtion went public last month but it's trading 40% below its IPO price with a sub $2B market cap. $INFQ trades at roughly 70x trailing sales on $29M in revenue. Compare that to $RGTI at $6B market cap on just $7M in revenue, that's 860x sales. I chatted with $INFQ's Chief Administrative Officer, Julie McGee, to dig in further but here's the TLDR. Most quantum companies need to cool their chips to near absolute zero temps just to operate. Infleqtion uses "neutral atom" technology that traps individual atoms inside a glass cell using lasers and runs them at room temperature. It takes the power of a few hairdryers. No giant refrigerators. Way cheaper and way easier to scale. And unlike most quantum names they're actually shipping products NOW. Quantum clocks for GPS-denied navigation, RF sensors, inertial navigation systems. Selling to NASA, the DoD, and the UK government. Their quantum clock is being qualified by SpaceX for satellite systems. Quantum brings a whole new level of precision that works on the ground, in the sky, and underwater. Their technology can enable submarines to navigate without ever linking up to a satellite. GPS jamming is also becoming a huge problem on the battlefield, showing up in Ukraine and Iran. Quantum timing is inherently unjammable and unspoofable. They also had a dedicated spot inside the Nvidia booth at GTC. $INFQ partnered with Nvidia to demo the first commercial materials science application running on logical qubits and are working with Nvidia's NVQLink to scale quantum-classical hybrid computing. What's next: 30 logical qubits targeted this year, one of the most important milestones in the race to fault tolerant quantum computing by 2028. Plus a new NASA contract to measure Earth's gravity from space. Infleqtion combines an attractive valuation with extremely unique technology (they're the only neutral atom quantum company publicly listed). Could easily see this re-rating fast, I just think the IPO timing was poor with Iran. Could be adding this as a lottery ticket to my Asymmetrical Bets portfolio soon... This post was not sponsored or influenced in any way by $INFQ. All thoughts are my own, NFA / DYOR.

@BlackScholesMan @trentkelp Nothing happened in Louisiana other than unidentified drones were spotted

@trentkelp They are throttling news on u.s. losses on equipment

How is this not on every front page? US base was attacked?

@trentkelp Was not attacked in a kinetic sense, ‘unidentified drones’ were spotted over the base

@spacanpanman typo on But Rating anpan 🫡 (can’t dm)

$SRTA: 🚨 B RILEY INITIATES RESEARCH COVERAGE OF STRATA CRITICAL WITH BUT RATING AND $8 PRICE TARGET B. Riley analyst Yuan Zhi initiated last night coverage of Strata Critical Medical with a Buy rating and $8 price target. Strata operates one of the largest air transport and surgical services networks for transplant hospitals and organ procurement organizations in the U.S., the analyst tells investors in a research note. The firm says the company is the only end-to-end platform in organ transplant logistics. It believes Strata is positioned to benefit from "durable secular tailwinds" in the U.S. organ transplant market.

@1fantasyqb @Defiantclient2 It’s all @spacanpanman

$ASTS Rather interesting call option volume

@7thDayTrading This one’s getting loud it seems

$MRLN Nice blast to push an extra $1.50 in AHs- back near $11 now. Again, those tire-kickers I so often point out can turn into a nice rush of volume and price. $11+ was a big spot for me, so managed some of existing position, still very much hoping Merlin’s quality prevails🥃

Infleqtion has delivered the UK's only operational 100-physical-qubit quantum computing system at the NQCC, a critical stride in creating foundational infrastructure for real-world applications in advanced materials, energy systems, and optimization: infleqtion.com/infleqtion-del…

@planert41 INFQ check? I see 1000 contracts volume for next week expiry traded curious if at the bid or ask GTC is next week Sincerely, a bag holder

Sold all my $WBD May27P at 0.6 Rolled it into April 26P at 0.25 Should have done this earlier. Got filled some at 0.2 earlier urgh

@AlecStapp “That’s not an efficiency level up— that’s a catastrophe”

A surreal thing is happening where most of the viral fear-mongering posts about AI labor displacement (which isn’t happening yet, but might in the future) are being written by AI

@ConsensusGurus @UniqueSnacksUSA Love the beer -> pretzel progression Cheers

These are the best store bought pretzels I’ve ever had, but should I be worried about the char? My hands look like I’m eating coal fired pizza. @UniqueSnacksUSA

@BlackScholesMan Mike can you elaborate on your comments that US is losing war in Iran? Not challenging the viewpoint, want to understand

This whole market is giving me COVID vibes with everyone asleep at the switch. What is going on in the Gulf is real bad and it will hit our trading partners the hardest. It will bleed through everything and our policy makers seem oblivious to it.

After stewing on it the past couple days I have made the decision to raise a significant amount of cash. I cut anything that was speculative and did not have line-of-sight on cash-flow. I only kept CORE conviction names and trimmed those that have ran alot

@heospace @kingtutcap @AST_SpaceMobile @CatSE___ApeX___ is that your tail champ? No flippin way

In-space view of the largest commercial communications array antenna in low-Earth orbit, fully unfolded. Congrats on the successful launch of BlueBird 6 @AST_SpaceMobile! Image taken from 106 km away at a 16 cm/px resolution.

@spacanpanman Are you in for a swing anpan?

$HIMS:

@jawnzilla I still have a chunk of INFQ, but honestly won’t be upset about a big sell off from the unlock… opportunity to load the boat Are you pivoting to cash with these Iran things or trying to trade it?

@BrotherMan998 Ya I honestly was thinking about that right after I posted lol I prefer $FEIM in near term, better r/r to me

$IRDM $FEIM $INFQ Looking to rotate back into the quantum sensing names, already stocked up on Iridium. Think the time is ripe enough after some correction thru time/price.

@jawnzilla x.com/spac_infleqtio… Here’s this from this guy if it’s accurate

@jawnzilla FWIW Reaching time soon for INFQ shareholders lockup to unlock— haven’t kept track of the days above 12 VWAP id have to go and look Not sure how it will play out obviously but something to remember (you might be aware, if not for you, others)