FiddleyFud⚛️🇺🇦🇺🇸

@InvestorDenis $IONQ I agree with your general sentiments in most respects, but you may have some inaccuracies on some of the details. Electronic Qubit Control (EQC) is a really big deal, and most people don't understand it. @QuantumBullHQ

So Quantinuum is valued at $12,7 billion. Should you buy it at the IPO? Although Quantinuum uses trapped ions like $IONQ, it doesn’t control them exactly like $IONQ (it uses race tracks to physically move ions, whereas $IONQ uses more stationary chains manipulated by lasers). But $IONQ is its closest competitor so it makes sense to compare the two. In 2025, $IONQ generated $130 million in revenue. Quantinuum generated $30,9 million. At the same time, $IONQ lost $512,1 million. Quantinuum lost $192,6 million. At the end of 2025, $IONQ has $3,3 billion cash balance. Quantinuum had $762,6 million. $IONQ market cap is $23,8 billion (P/S = 183). Quantinuum market cap is expected to be $12,7 billion (P/S = 411). There’s one structural advantage Quantinuum has: It’s demonstrated 50 error-corrected logical qubits. $IONQ is only getting ready to demonstrate its 256 qubit system later this year. We don’t know how many logical qubits there will be. Even if you take into account that quantum stocks trade at high revenue multiples, Quantinuum’s valuation is overblown. Some of the underwriters are JP Morgan, Bank of America, and Morgan Stanley. They want to make money on the IPO. If the stock gets too much hype and soars, they’ll offload their shares as retail will be buying. The stock will most likely drop. Therefore, I’m not buying Quantinuum in the first few weeks. I want to see its earnings reports and financial tables. I want to know how much Quantinuum will dilute shareholders. I want to wait out the volatility and see where the stock settles. Then I’ll consider it for a long-term investment.

Trump is building a golden ballroom and for his birthday party — arranging a UFC fight on the White House grounds — while you're fighting to pay this month's bills. Could he be more out of touch?

@ImBreckWorsham Well said.

It's no longer right vs left. It's patriots vs MAGA.

@WhiteHouse Please keep us posted.

Crushing BILLIONS of dollars in medicare, hospice, childcare and many more types of FRAUD. The Trump Administration is bringing accountability and justice back to the American taxpayer.

@Sholi_software I happen to think $QS is well undervalued, and I own some. However (In my view), batteries, as critical as they are, will never surpass quantum computation.

As an early $IONQ investor (avg entry ~$7), I'm sure that the solid-state and batteries revolution is even bigger than quantum computing for now. Without next-gen batteries like $QS (and even $ENVX), we can't see the future. Solid-state is a near-term physical-world revolution - every device that moves or runs on a battery benefits. Quantum computing is a longer-term bet on a narrower set of computation problems. For the AI device wave happening now, solid-state matters much more. Compare it. Rotate capital wisely. Follow me to get a truly unique world / market view.

@LasUnicorn @ImBreckWorsham Wow. Impressive. If he wasn't President, they'd put him in a mental institution.

Yeah and a millions took a shot whichever caused thousands of deaths. No one got busted so everything is ok. That trial was horseshit just like the covid vax narrative. Brain injury from a vaccination is real so are heart problems. Where is the accountability for murder of thousands

I had a long conversation last night with a friend of mine still inside team Trump. The fatigue is growing. He said Trump spends HOURS a day ranting about Thomas Massie to the point that many inside the circle are beginning to question his mental health. One particular aspect of his obsession toward Massie seems to be his sex life, with Trump calling Massie "morally corrupt." This is the same man who cheated on all 3 of his wives. Glass houses.

1/10 Many don't realize it yet: Trump has ERODED the US' global footprint in a way that will likely shape the world for the next century: -Ending US aide -Failing to stand up for Ukraine -Violating sovereignty in Venezuela -Weak statements on Taiwan -Folding on Iran -Having China push Iran to the table -Ending US development investment in Africa and Latin America -Trade wars with South East Asia -Pushing Canada and the EU into deeper trade relations with China These have all rapidly diminished the US global sphere of influence, to the smallest its EVER been in the modern era.

@LasUnicorn @ImBreckWorsham What about this and what about that. Blah blah blah. This guy is as dirty as they get.

@MeidasTouch Don't worry. Everything will be fine. We're in good hands.

Trump just threw a massive wrench into the Iran negotiations. In a lengthy new post, Trump said it should be “mandatory” that Saudi Arabia, Qatar, Pakistan, Turkey, Egypt, Jordan, and others sign onto the Abraham Accords as part of any deal involving Iran. That comes after Trump reportedly stunned leaders of several Arab and Muslim nations during a Saturday conference call by demanding they normalize relations with Israel if an Iran war deal is reached. According to U.S. officials familiar with the call, leaders, especially from Saudi Arabia, Qatar, and Pakistan, which do not have formal diplomatic relations with Israel, were caught completely off guard. “There was silence on the line and Trump joked and asked if they are still there,” one official said. Now Trump is publicly escalating the demand, saying countries that refuse “should not be part of this Deal.” Saudi Arabia has repeatedly said normalization with Israel requires an irreversible path toward a Palestinian state, something Netanyahu’s government flatly rejects. Trump is now trying to force some of the most politically sensitive diplomatic issues in the Middle East into an already fragile Iran negotiation.

I really want to know what these billionaires' end game is. They take away jobs, replace everything with AI, inflation goes up, healthcare costs increase, and no one can afford rent or food. How are they going to make money if no one can afford their products?

@PamelaP052107 @superbonker2001 @VictorKvert2008 Trump said his friends would get hurt. What did he mean by that?

@PamelaP052107 @superbonker2001 @VictorKvert2008 We're waiting. Pam Bondi said she had all the files on her desk. Now Todd Blanche is saying "nothing to see here". The clock is ticking. Trump said he's going to drain the swamp. We're waiting.

The U.S. ambassador to Ukraine resigned and openly accused Trump of aligning with Putin. Respect to Bridget Brink — a brave and honest woman.

Megyn Kelly, who endorsed and campaigned for Trump in the 2024 election: “I didn’t expect the corruption to be quite as widespread as it has been. The self-dealing, the lining of his and his family’s pockets. It’s shocking… You look across the board at the Trump family, I’ve never seen a family get so rich off the presidency.”

It's pathetic to watch Trump try to shoehorn the Iran deal into the Abraham Accords, which he takes to be popular, so as to cover over his capitulation. And I'm not particularly a critic of the Abraham Accords--but have they actually made the Middle East more peaceful or stable?

@meiselasb A guy with six prior bankruptcies is going to fix all the problems. Gas prices will drop on day one. Inflation will drop on day one. There will be so much winning, you won't know what to do with it. Uh huh.

You are seeing in real time why Trump companies went bankrupt so many times. Set aside your politics. This guy is incapable of making a deal or meaningful decision and it follows the same cycle. Big flashy announcement (Epic Fury). Adversity hits (Hormuz closed). Defraud stakeholders (promise two week solution). Freeze up (endless two week cycle loop). Compound the problem (resource depletion). Final chance to save face rejected (what you’re seeing now). Bankruptcy strikes and blame others during chaos. Rinse repeat.

Trump blaming everyone else on Earth for the war he started but himself. Narcissism 101. You MADE me beat you. You MADE me cheat on you. You MADE me start a war. Unbelievable.

@ImBreckWorsham Delicious! Enjoy!