Francesco Giugliano

@HannaSuds How sure are you that the amount will come sooner than you expect? 😁

$IONQ $INFQ $QBTS $RGTI $AMZN $MSFT $IBM $GOOG McKinsey is one of the most respected research institutions in the world. Their quantum market projections are rigorous, well-sourced, and partially correct. But they’re wrong about the speed - which means they’re wrong about market size. The quantum market is maturing faster than their models anticipated — and the gap between their projections and reality is growing every quarter. The technology is accelerating. Enterprise deployments are moving from pilot to production. And the stakeholders who are paying the closest attention are arriving at a conclusion that isn’t yet reflected in most published research: Non-adoption isn’t a neutral position. It’s a self-destructive one. The companies that delay aren’t simply falling behind. In certain sectors, they’re locking themselves out — of talent pipelines, vendor relationships, and competitive positions that will be very difficult to recover. Executive and board leadership worldwide is beginning to understand this. The urgency is real. The window is narrow. Tomorrow, I’ll share the most thorough quantum technology adoption report written — one that details precisely why failure to incorporate quantum into enterprise strategy is self-destructive, and what to do about it. And I’ll share who’s positioned best to take advantage of the market’s maturity. Stay tuned.

@Latlantista Cosa ne pensi?

@Latlantista Non voglio dire che Trump stia cercando di rendere un imboscata a Xi per rendergli la campagna militare costosissima a livello economico e umano; però Xi non dovrebbe neanche sottovalutare la complessità dell operazione. Più passa il tempo e più diventa difficile secondo me.

E mentre l’amministrazione “TRUMP” sembra far intendere che forse sarebbe meglio se Taiwan entrasse “pacificamente” nella Cina senza rompere le scatole, c’e Kim che cambia la costituzione per stabilire che la Corea del Nord non ha più pretese territoriali, ma anzi, considera il Sud come “paese ostile”. Voglio ricordare che anche Putin, due giorni prima dell’invasione del 2022, ha smesso di fingere di considerare le “repubbliche del Donbas” come parte dell’Ucraina; in molti allora pensavano che fosse un gesto distensivo, tipo che la Russia si sarebbe “accontentata” di quello che già aveva occupato e invece… Ho paura che potremmo trovarci di fronte a qualcosa che farà sembrare la guerra in Ucraina come una passeggiata di piacere.

@KantiqueTech Opportunity

🚨 $IONQ chute de près de 10 % aujourd’hui… mais pourquoi ? Après une hausse explosive post-earnings (+15 % sur l’approbation SkyWater) et des résultats records au T1 (64,7 M$ de revenus, +755 %), le titre subit une correction classique. Les raisons principales : • Prise de bénéfices après un run-up très fort • Des pertes opérationnelles encore élevées (dépenses massives en R&D et infrastructure) qui inquiètent malgré la croissance fulgurante • Rotation sectorielle : les investisseurs profitent pour rééquilibrer après le pic d’enthousiasme sur le quantique Rien de fondamentalement négatif : guidance relevée, acquisition stratégique en cours, premier système 256 qubits livré… IonQ reste leader sur sa roadmap. Ce genre de volatilité est normal dans une industrie naissante à très forte croissance. Kantique — Le quantique décrypté. Vous voyez cette baisse comme une opportunité ou un signal d’alerte ? Personnellement je vois ça comme une énorme opportunité!

@DesFrontierTech Boooooooom !!!

$IONQ IonQ published a patent today that solves a problem in quantum networking. To connect quantum computers across a city, a country, or an ocean, you need to send the information they produce through fiber optic cables. This fiber already exists. It's the same fiber that carries the internet, phone calls, and streaming video around the world. The problem is that quantum computers and the global fiber network speak different languages of light. Light has different colors. Each color is a different wavelength. The fiber network was built to carry one specific range of wavelengths. The amplifiers that boost the signal every fifty miles or so along an undersea cable are built to work on that range. It's called the telecom C-band. A barium ion quantum computer at IonQ emits a particle of light at a completely different wavelength. If you put that light into a telecom fiber, it loses its signal almost immediately. The fiber is the wrong color for it. IonQ's patent describes how to convert the light from the wavelength the quantum computer emits to the wavelength the fiber carries, in two steps, without breaking the quantum information the light is carrying. The last part is the hard part. The quantum information depends on a fragile property of the light. Converting one color to another usually destroys it. IonQ figured out how to do the conversion and keep the information intact. A quantum computer that emits light the world's fiber network can already carry is a quantum computer that can be networked using the infrastructure that already exists.

@TempusAI @bmsnews Booooooooommmm !!!

We're excited to announce a new initiative with @bmsnews to optimize clinical trial designs and enhance the Probability of Technical & Regulatory Success across multiple initial clinical trial programs including lung, colon, and prostate cancers, as well as Alzheimer’s Disease. Learn more: tempus.co/3R6m4wg

@Latlantista Secondo me la questione Taiwan rimane molto ma molto più complessa de “l abbandona si o abbandona no”. Complessa soprattutto per la Cina e Xi jinping..

Ed eccoci al tanto atteso meeting tra “TRUMP” e Xi, definito dal primo come “grande leader di una grande nazione” (per la cronaca: Xi è un dittatore). Il presidente cinese ha detto in modo esplicito a quello americano che la “questione di Taiwan” potrebbe portare a un “conflitto diretto” tra Cina e Stati Uniti. Ho la brutta impressione che queste parole dette a “TRUMP” possano aumentare esponenzialmente la percentuale di probabilità che gli USA “abbandonino” Taiwan più o meno come hanno fatto con l’Ucraina, con conseguenze, però, molto più imprevedibili.

Neutron is coming!

@Banana_Oncology Now tempus need a partnership with quantum computing

$PSNL just received Medicare coverage for IO monitoring. Amazing news, this explains all the recent $PSNL & $TEM sales force hiring!

@DesFrontierTech Tomorrow

$IONQ IonQ presents at the Needham Technology Conference in 10 minutes. Webcast here: event.summitcast.com/view/aZxVFEntd…

@DesFrontierTech This paper, along with the other papers, are the reason why we are witnessing the IONQ rally, for me

$IONQ New paper from Harvard with two IonQ scientists as co-authors. In June 2025, IonQ acquired a Boston startup called Lightsynq. Lightsynq was building quantum memory technology using a specific kind of crystal defect in diamond. IonQ was paying for a team that would keep producing new capabilities on this technology, not just for what Lightsynq had already built. Eleven months later, the Harvard team is publishing in Nature with IonQ scientists as co-authors. Quantum memory is what lets different quantum computers send information to each other. The Lightsynq technology already let IonQ memory move information through optical fiber. The new paper shows the same memory can move information through mechanical vibrations, called phonons. Phonons are how superconducting quantum computers process information. IBM and Google use superconducting quantum computers. A memory that can connect to both IonQ's trapped ion systems and to IBM and Google systems moves IonQ's memory platform toward being a universal connector. The acquisition is also producing what it was supposed to produce. Bhaskar and his co-founder Bart Machielse came to IonQ from the Harvard lab where this work was done. The Harvard pipeline is now IonQ's pipeline.

@outlierrcapital Tempus needs a collaboration with a quantum computing company

$TEM is currently under 9B market cap. I believe this company can become a 100B market cap long-term. This company is not fully understood by the masses. It's first ever investor day on May 29th is a chance for the company to lay out the long-term vision clearly I am buying at these levels. NFA

@quantum_nyang @ShawnKwon11 Quantum will be the next level of AI

$IonQ The retail investor's edge over institutions isn't timing — it's time (as @ShawnKwon11 always says in his YouTube). We can hold for horizons that quarterly mandates can't. From that vantage point, as the quantum market opens, I think IonQ could generate numbers much bigger than the current narrative — numbers hard to imagine from where we sit today. Imagine a near future where QPUs are standard datacenter (DC) infrastructure. Not research curiosities — actual production hardware alongside GPUs. Drug discovery, portfolio optimization, materials simulation: routine quantum-accelerated workloads on photonic-connected QPU clusters. In that world, who's the supplier? IonQ has been quietly building the only vertical stack pointed at exactly this: • Lightsynq → diamond quantum memory • Oxford Ionics → semiconductor-fabbed ion trap chips • SkyWater $1.8B → US trusted foundry • Capella → satellite quantum networking • Photonic interconnect M2 (Apr 2026) → modular DC connectivity proven And trapped-ion happens to be one of the few modalities that doesn't need dilution refrigeration. Rack-mountable. Engineered for the everyday DC, not just specialized labs. NVIDIA's AI compute playbook — but earlier in the curve. The revenue gap is already wider than most realize. FY2025 pure-play quantum: IonQ: $130M Quantinuum: $31M D-Wave: $25M Rigetti: $7M QUBT: $0.7M IonQ alone > all four combined. 2026 guidance just raised to $260-270M. Cap $18.4B. P/S ~70x sounds rich — but that's measuring 2026 against a 2035+ thesis. Different game. A modest 2035 scenario — not winner-takes-all, just "IonQ becomes the default DC quantum supplier the way NVDA became default for AI." Where ~$100B revenue comes from, roughly: • ~1,000 QPU systems × ~$40M ASP = $40B • Quantum cloud + recurring services = $25B • SkyWater foundry (external customers) = $15B • Memory + networking + sensing + IP = $20B For context: NVDA does $200B+ DC revenue today. $100B is half that scale — not a winner-takes-all assumption. Much more upsides to that revenue assumption if $IonQ can ramp up ASPs and production capacity! The valuation math: $100B revenue × 25% margin × 25x P/E = ~$625B cap Discount back 9 years at 15% → ~$180B fair value today ~10x from here. Bear case (QPUs don't become DC infrastructure): SkyWater + government revenue floor → ~$30-50B cap ~1.5-3x from here. I don't know which side plays out. Quantum is genuinely binary, and the bear case has teeth. But the shape — where modest success delivers meaningful upside, where the bear case doesn't go to zero — is the kind of bet time can actually win. Not advice. Just observations from someone betting on time, not timing.