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$IONQ the 800lbs Gorilla of Quantum is taking no prisoners.
@NiccoloDeMasi @800lbGorillaQ @DesFrontierTech @StockSavvyShay
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Harbinus
943 posts
Harbinus
@Harbinus2022
X-Buyside 20yrs investing. Seeking & owning generational growth platforms $PLTR🧠 $IONQ⚛️ $TSLA🤖 $LMND🍋 $HIMS💊 $GRAB🛺 $IBRX🧪 $CAVA🥗 $NOW⏰ $TEM🧬 $AMZN📦
Katılım Kasım 2022
356 Takip Edilen241 Takipçiler
@quantum_nyang Honestly, I think this a fair way to assess the long-term potential of a disruptive growth company like $IONQ , I know I won’t be selling before $1000.
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$IONQ a bit of long-term perspective for potential target price.
We tend to overestimate the short term — and underestimate the long term!
$IONQ to $1,500 🚀🚀
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@TechInnovationz @TechInnovationz You’ve been such an invaluable part of the $IONQ fam. Definitely appreciate all the work you do and glad to see the Company giving you some recognition for that as well by inviting you to Tuesday’s event. Looking forward to your coverage. $IONQ for the win!
GIF
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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
TechInnovation@TechInnovationz
In town. See you Tuesday. $IonQ
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@MPelletierCIO Just sell bonds period, right? I mean Canadian, US, and who else actually thinks any sovereign bonds are a good long-term play here? Maybe you’re wrong though, if the Fed is captured it could launch unconventional monetary measures to control the long-end of the curve > Bonds ⬆️
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@jakebrowatzke This is no more likely to happen than $LMND becoming the OS for the insurance industry. They won’t - they’ll perhaps be able to price better mortgages with advantages as an underwriter, though their cost of capital would be a disadvantage, so they’ll need a financing partner.
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I don't know what the future holds
But at this moment I believe the most likely outcome is that my $1.3M in $BETR becomes $39M within 5 years.
Why? Better Home & Finance isn't a mortgage lender. It's an AI operating system for the $15 trillion mortgage industry and almost nobody has figured that out yet.
Here's the core of the thesis:
The Tinman Platform. Tinman is an AI-driven automated rules-based decision engine that combines a point-of-sale system, CRM, pricing engine, document engine, loan origination software, and underwriting calculation engine into one platform. Better Traditional mortgage lenders stitch together eight legacy systems. Better replaced the entire stack with a single AI-native platform. Tinman is trained on over a decade of Better's internal mortgage data, having mapped roles, tasks, rules, and decisions across more than $110 billion in funded loans, 12 million recorded customer calls, and 5 billion pages of documentation.
The result? Loan officers using the Tinman AI app can fully underwrite loans in as little as 47 seconds, with a median time of about 2 minutes and 24 seconds — compared to an industry average of roughly 21 days.
But here's the inflection I'm betting on — Tinman is becoming a platform sold to others. Better is pivoting from being just a direct-to-consumer lender to licensing Tinman as infrastructure for the entire mortgage industry. @vishal_better described Tinman's commercial model as being sold "by the outcome" rather than by seats or licenses, with clients paying per transaction at funding. That's a SaaS-like business model layered on top of mortgage economics.
The partnerships are stacking up fast:
1. Credit Karma — this is the monster. Credit Karma has over 140 million members, and in just five months, the partnership has generated more than 30,000 mortgage pre-approvals while reaching less than 1% of its eligible member base. Pre-approvals scaled from 850 in October to 2,600 in November, 5,000 in December, 11,000 in January, and 13,000 in February 2026. That's an exponential ramp — and they've barely begun.
2. Finance of America — integrating HELOCs and home equity loans into its reverse mortgage platform through Tinman's plug-and-play capabilities.
3. ChatGPT/OpenAI integration — Better launched the first conversational credit decision engine for mortgages inside ChatGPT using a custom MCP connector, enabling lenders to underwrite loans through natural language. Within two weeks of launch, over 50 banks and mortgage brokers requested demos, including two of the three largest banks in the country.
4. A top-five non-bank mortgage originator went live starting with HELOCs, with a full enterprise rollout expected in Q2 2026.
5. A top-three personal lending fintech pilot was initiated and scaling rapidly.
6. Coinbase recently partnered with Better to offer Bitcoin backed mortgage loans via Better's Tinman. Better runs the entire mortgage stack and Coinbase custodies the coins.
The deals are generating real growth. Q1 2026 funded loan volume hit $1.64 billion, up 89% year-over-year, exceeding guidance of $1.40–$1.55 billion.
Tinman AI Platform funded loan volume reached $646 million in Q4 2025, comprising 44% of total volume. Better is targeting $1 billion in monthly loan volume by end of May 2026. That would mean another double from Q1 (already up 89% y/y) by Q3 2026.
The NEO distribution model proves Tinman works at scale. Within six months of rolling out, NEO increased loans funded per officer by 91%, per processor by 17%, and per underwriter by nearly 50%, all powered by Tinman AI.
The valuation gap is absurd. Figure Technologies trades at 11 times sales, Rocket Companies trades 3.14 time sales, while Better trades at just 2.4 times sales despite growing faster than Figure and MUCH faster than Rocket. $BETR's market cap today sits around $500–600 million.
Now the math for my $1.3M → $39M. That's roughly a 30x return. With ~18.5M shares outstanding and the stock around $35, I'd need the stock somewhere near $1,000+, implying a market cap of ~$18–20 billion.
For context, Rocket Mortgage sits around $41B and doesn't even have a 6% mortgage market share. If Tinman becomes one of the default operating system that banks, fintechs, and brokers plug into — charging per funded loan across a $15 trillion annual market — and if the HELOC business keeps compounding, and if Credit Karma alone converts even 5–10% of its eligible members... the revenue trajectory to support that valuation starts looking VERY plausible over a 5-year horizon.
There is risk. No doubt. The company is still loosing money and they recently had to dilute shareholders to raise capital, but now I believe they have all the runway they need to reach profitability.
Better is guiding to EBITDA breakeven by the end of Q3 2026. Total burn from here should not exceed $30M and they now have $130M of cash. Once profitable, the market will be forced to re-rate this from "money-losing mortgage lender" to "fast growing AI mortgage platform."
The CEO, CFO, CTO, and Chairman all recently purchased additional shares on the open market — insiders are buying. Insiders sell for many reason, but they only buy to make money.
Jake Browatzke 🚀@jakebrowatzke
BREAKING: 10% Insider Framework Ventures Loads Up On >0.3% of All $BETR Shares Friday 👀
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Harbinus retweetledi
IonQ not like the others. It has the following revenue sources:
Quantum computing (customers such Quantum Basel, KISTI, Horizon Quantum)
Quantum Networking and PQC security (via ID Quantique, Qubitek). Sells QKD and PQC services to government customers and banks like JPM and romania.
Quantum Sensing (via Vector Atomics): Sells atomic clocks and variety of sensors to customers like Navy and Space Force for things like better GPS.
Space Business (Capella Space and Skyloom Global): Sells SAR and Laser based optical interconnects. Recently won $50M contract with SDA to build two satellites for secure tactical communications.
Dev Ops Software: Acquired Seed Innovations, one of the top DOW and defense prime vendors for implementing AI and Platform One solutions for classified work. Acquired by IonQ by still takes on external projects.
Foundry Business: announced acquisition of Skywater Technology, the only US located / owned DMEA accredited foundry. 600M in projected revenue.
Hope this helps.
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$AXON
anyone looking to catch the falling knife on this?
One of the more impressive revenue charts I have seen 🧐
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@bssjj80 @luojix1 I don’t speculate on length, it’s spelled out as an 19 month contract. To be completed by Nov 2027.
sda.mil/sda-makes-seco…
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Harbinus retweetledi
$IONQ This paper by Google AI, California Institute of Technology, MIT, and Oratomic is massive. For the first time, they prove "honest" exponential quantum advantage in AI. Market has not priced in these results:
What did they create?
A new framework called "quantum oracle sketching" that proves a small quantum computer can perform large-scale classification and dimensionality reduction on massive classical data by processing samples on the fly. In contrast, any classical machine achieving the same prediction performance requires exponentially larger size.
Why is this significant?
"To contextualize these results in realistic scenarios, consider a large-scale scientific experiment, like a large particle collider. Each experimental run generates a colossal volume of data. With a quantum computer, we can keep squeezing all the data into this tiny quantum chip to perform downstream machine learning tasks such as classification and dimensionality reduction. But if we only have classical machines, we would need to build massive, energy-consuming data centers to store the raw data to match the performance. Without this massive memory overhead, classical machines simply couldn’t extract the same clear signals from a single run, forcing us to repeat the massive, expensive experiment many more times to compensate. To put this into perspective, the Large Hadron Collider (LHC) at CERN generates petabytes (millions of gigabytes) of data per hour, but the data storage bottlenecks force researchers to discard all but a tiny fraction—retaining perhaps only one in a hundred thousand events."
"We validated these quantum advantages on real-world datasets, including movie review sentiment analysis and single-cell RNA sequencing. In these public datasets, we demonstrate four to six orders of magnitude (ten thousand to a million times) reduction in memory size with fewer than 60 logical qubits. Given the rapid advancements in high-rate quantum error correction codes and experimental techniques, quantum computers capable of demonstrating such applications are foreseeable in the near future. Crucially, the quantum advantage we propose likely carries a clearer positive impact for society and likely arrives sooner than the applications in cryptanalysis, where the current best estimate requires a thousand logical qubits."
"Our results provide strong evidence that the utility of quantum computers extends far beyond specialized tasks, opening a path for quantum computers to be broadly useful in our everyday life. Rather than fearing that classical AI will “eat quantum computing’s lunch,” we now have rigorous evidence pointing towards a much more exciting prospect: quantum-enhanced AI overpowering classical AI."
Would highly recommend reading the blog below:
quantumfrontiers.com/2026/04/09/unl…▶️▶️▶️
Haimeng Zhao@haimengzhao
⚛ Can small quantum computers accelerate AI on massive classical data? Yes! I am absolutely thrilled to share our new work proving *honest* exponential quantum advantages in broadly applicable classical tasks. 🧵👇 Paper: arxiv.org/abs/2604.07639 Blog: quantumfrontiers.com/2026/04/09/unl…
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Harbinus retweetledi
Rare to read an article about Palantir that is both incisive and accurate.
"Per Mabrey: “I remember [Alex] Karp telling me, ‘What justifies a good product thesis?’ And him saying, ‘You have a really critical societal problem that is defined by irreconcilable trade-offs, where if you can make any progress against those trade-offs, you’ve created intrinsic value in the world.”
Believing that tech can matter that much requires a certain disposition. Which is why optimism, sitting downstream of the courage and capacity to “care and be able to see past something,” is probably Palantir’s number one recruiting filter, Mabrey said: “Before we get into what you believe, it’s like, can you believe? How cynical are you?”
“You can build a product that matters more,” Mabrey said, adding: “And if that’s not true, then what the fuck are we doing here?”
Pirate Wires@PirateWires
EXCLUSIVE: How the Military Uses Palantir, and AI, for War. The military has wanted war AI since Vietnam. Since then, between 60-70 programs attempting to make it have failed. Palantir was, arguably, the first to enter this environment with a new approach: actually identifying the problems by going out into the field. Here, the first substantial report on how Palantir built AI for the military, and exactly how they’re using it, including: • How the outdated targeting tech that Palantir is replacing — including PowerPoint — may have contributed to the accidental bombing of an Iranian school in February. • New details on the conflict between the Pentagon and Anthropic, Palantir’s former AI partner, concerning an update that crippled the CDC’s AI systems and heightened the administration’s fears over who controls this powerful tech. This piece includes sourcing from military case studies, private and public demos of Palantir’s tech, and interviews with Palantir’s Akshay Krishnaswamy, chief architect; Ted Mabrey, head of commercial business; various vertical leaders and engineers at Palantir; Emil Michael, the under secretary of war for research and engineering; as well as sources who spoke on the condition of anonymity. Essentially, despite fears that the Pentagon is using AI to drop missiles “quicker than the speed of thought,” sidelining human judgment entirely, mainly what it’s doing is replacing spreadsheets, calls, chats, and PowerPoint — to plan targets faster and more carefully. Read the full piece from @dodgeblake 👇
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We're celebrating World Quantum Day at @IonQ_Inc! On Tuesday, April 14, we'll bring together clients and quantum thought leaders for an intimate gathering at the @NYSE. Follow the day's activities on IonQ's social channels. #WorldQuantumDay
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@MPelletierCIO Big tent politics! Hard balancing act, but there may be other factors at play and individual promises made.
It’s not terrible to have different sides of the spectrum in a party, as long as there are results. Problem with the LPC is persistent lack of good real world results.
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This will be remembered for generations to come should it happen.
Biggest blunder in decades if not a century.
All based on a lie perpetrated and rejected by every president for decades until they bought it this time.
Pray this ends.
The Kobeissi Letter@KobeissiLetter
BREAKING: Israel is preparing to strike Iranian energy facilities and they are awaiting the "green light" from the US, per Reuters. Details include: 1. The report comes just hours after President Trump gave Iran 48 hours to open the Strait of Hormuz or he will "reign hell" 2. The timeframe for such attacks would be within the next week, Israeli officials say 3. Iranian state media has also reported new air strikes at a petrochemical zone in southwestern Iran Strikes on Iranian power plants appear to be increasingly likely.
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@munoismuno @QuantumDom let’s help $IONQ to land some business in your ancestral homeland!!
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$IONQ | Poland Sets Quantum Technology Priorities Through 2035 🇵🇱
Poland's Ministry of Digitization published an updated quantum technology development policy, setting priorities through 2035 with a recommended minimum public investment of €1 billion (PLN 4.3B) over 2027-2036 directed at research, infrastructure, and workforce development.
The policy covers quantum computing, QKD, post-quantum cryptography, sensing, and enabling technologies, with inter-ministerial coordination anchored at the Ministry of Digitization.
Poland's existing quantum infrastructure is more developed than many appreciate:
→ PIONIER-Q is the longest quantum communication test network in Europe.
→ PCSS Poznań hosts 1 of 6 EuroHPC quantum computers.
→ Cross-border QKD projects connecting Poland to Germany, Czechia, Austria, Slovakia, and Denmark are underway.
The document is candid about the gaps: fragmented ecosystem coordination, limited private capital, and weak industry-academia linkage.
The full formal strategy is still in development.
Read the Full Document (Polish): gov.pl/web/cyfryzacja…
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Australia was handed one of the greatest starting positions of any country in history
Massive mineral wealth. Abundant energy. World-class beaches. Amazing climate. No fault lines... no earthquakes or tsunamis
If you gave a 12-year-old this setup in a civilisation-building game, they'd build a paradise
Instead, we got decades of useless politicians on both sides of the aisle who couldn't run a sausage sizzle at Bunnings without a $4 billion feasibility study and a royal commission
Australia isn't unlucky. It's grossly mismanaged
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Thanks to the foresight and deal-making mastery of @NiccoloDeMasi $IONQ is flush with $3.3bln cash, making technical breakthroughs every other week, about to lock up the only existing US quantum semiconductor foundry when the $SKYT deal closes…
$IONQ is moving into a role as a national strategic asset and the price tag is only $10bln today.
*100x potential*
@alc2022 @DesFrontierTech @genejchan @Rick101284 @iewney @ATURULLAO4 @Stefano47271344 @jrouldz @TechInnovationz @c33k732 @HannaSuds
Director Michael Kratsios@mkratsios47
.@FT: US presses UK and allies to secure quantum computing supply chains @USCTO47 and @UnderSecE are heading the U.S. delegation to the Quantum Development Group this week in London. ft.com/content/ed96f1…
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@genejchan Honestly, when I look at the way Niccolo shored up the balance sheet, picked up companies with stock, the whole 9-yards, it’s obvious we’re dealing with a next-level CEO here.
I managed to add another 10% to my stake down here, I have full confidence in De Masi and this team.
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The day after $IONQ announced the SkyWater acquisition, many investors were puzzled.
Some $SKYT investors even felt robbed of their small-cap gem with multibagger potential...
But what few are getting is that IonQ is pairing SkyWater’s semiconductor foundry with its Electronic Qubit Control.
Suddenly, quantum hardware scales like regular chips.
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