Jim HODL

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Jim HODL

Jim HODL

@JimHODL

Analytical Chemist with 40 years in Semiconductor materials. Question all enforced narratives. Question the "science" you are told not to question.

PNW USA Katılım Temmuz 2023
487 Takip Edilen538 Takipçiler
Jim HODL
Jim HODL@JimHODL·
The below quote from your piece is old news. IonQ acquired Oxford Ionics for their scalable, electronically controlled ion trap technology. Now, for the first time, the great fidelity of ion traps can be scaled out in a semiconductor fab.. no more need for laser gates either. IonQ's coming 256 qubit machines will show the world the power of truly scalable ion traps. "$IONQ's technology approach is the Trapped Ion method. It's a structure where charged ions are suspended in mid-air and controlled with lasers, and in the current quantum industry, it's evaluated as one of the methods with the highest accuracy. There's a lot of assessment that it has significant strengths even in terms of error rates, which is one of the key industry metrics. However, the downside is that the structure itself is complex, and there's consistent talk about the high physical difficulty in scaling up the number of qubits on a large scale. Ultimately, there's concern that "while the current level of completion is high, there could be limitations in massive scaling.""
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세바경 ⚡️
세바경 ⚡️@Sebagyeong·
$INFQ vs $IONQ 비교 양자 섹터를 볼 때 가장 중요한건 단순히 “양자컴퓨터를 만든다”가 아니라, 어떤 방식의 기술을 채택했고 실제로 매출과 계약을 만들어내고 있는가라고 봄. 현재 시장에서 가장 높은 평가를 받는 기업은 물론 $IonQ 임. (시가총액은 최근 기준 약 $24B 수준까지 올라와 있고, 사실상 상장 양자기업 중 시장의 대표 대장주 역할) 그 이유는 $IONQ 는 이미 연매출 기준으로 2025년 약 1.3억달러 수준까지 올라왔고, 2026년 가이던스도 약 2.6~2.7억달러 수준으로 제시한 상황임. 즉 아직 흑자는 아니지만, 최소한 “실제 고객이 돈을 내고 사용하는 단계”까지는 왔다는 의미가 큼. 특히 AWS, Azure, Google Cloud 같은 주요 클라우드 플랫폼에 양자 서비스를 연결해놓았다는 점이 중요함. 단순 연구소 기업이 아니라, 실제 상용 생태계 안으로 들어가고 있다는 의미이기 때문임. $IONQ 의 기술 방식은 Trapped Ion 방식임. 전하를 띈 이온을 공중에 띄운 뒤 레이저로 제어하는 구조인데, 현재 양자 업계에서는 가장 높은 정확도를 가진 방식 중 하나로 평가받고 있음. 업계에서 중요한 지표 중 하나인 오류율 측면에서도 상당히 강점을 가진다는 평가가 많음. 다만 단점은 구조 자체가 복잡하고, qubit 수를 대규모로 늘리는 과정에서 물리적 난이도가 높다는 이야기가 꾸준히 나옴. 결국 “현재 완성도는 높지만 초대형 스케일업에서 한계가 생길 수도 있다”는 우려가 존재하는 것임. 반면 $INFQ 는 개인적으로 시장이 아직 제대로 가격을 붙이지 못하고 있는 영역에 더 가깝다고 봄. $INFQ 의 현재 시총은 약 $3.5B 수준으로 $IONQ 대비 훨씬 작음. 매출 역시 아직 2025년 기준 약 3천만달러 초반 수준으로 작고, 2026년 가이던스도 약 4천만달러 수준임. 숫자만 보면 $IONQ 대비 체급 차이가 많이 남. 하지만 $INFQ 의 핵심은 단순 양자컴퓨터 기업이 아니라는 점 $INFQ 는 Neutral Atom 방식을 사용함. 전하가 없는 중성원자를 레이저로 배열해 계산하는 구조인데, 업계에서는 장기적으로 가장 대규모 확장이 가능한 방식 중 하나로 봄 특히 Neutral Atom은 qubit를 대량으로 배열하는데 상대적으로 유리하다는 평가가 많고, 향후 수백만~수천만 qubit 시대로 가게 된다면 오히려 이 구조가 강해질 가능성이 있다는 이야기도 꾸준히 나옴. 여기에 더해 $INFQ는 사업 자체가 상당히 넓음. 1) 양자 센서 2) 원자시계 3) GPS 대체 항법 4) 국방 프로젝트 5) 우주/위성 기술 6) DARPA 관련 사업 즉 단순 “양자 컴퓨팅” 하나가 아니라, 미국 정부와 국방 수요까지 연결될 수 있는 “양자 인프라 플랫폼”에 더 가까운 느낌 (약간 여기서 로켓랩과 비슷한 구조라는 느낌이 들었음) 현재 기준 실체와 안정성은 확실히 $IONQ 우위라고 생각함. (매출 성장, 고객 확보, 시장 신뢰도, 상용화 단계 모두 앞서 있기 때문) 하지만 텐베거 관점에서는 $INFQ 가 더 높은 변동성과 함께 더 큰 업사이드를 가질 가능성도 있다고 봄. 왜냐하면 아직 시장이 제대로 가격을 붙이지 않은 영역이 많고, 특히 국방·우주·센싱 분야는 향후 AI 시대와 함께 굉장히 중요한 전략 자산으로 재평가될 가능성이 있기 때문임. 따라서 개인적으로 현 시점에서 “상대적으로 저평가 가능성이 있는 쪽”을 고르라면 $INFQ 쪽 어떻게 생각하시는지요 ? 👀
세바경 ⚡️@Sebagyeong

x.com/i/article/2058…

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Jim HODL
Jim HODL@JimHODL·
Of interest... they are still just a noisy annealer company. @genejchan
Alan Baratz@Alan_Baratz

D-Wave’s groundbreaking supremacy result HOLDS. We took a few days to respond because we wanted to carefully review the Science version of the Tindall et al. paper and understand whether there were material extensions or changes beyond the arXiv version introduced over a year ago. After that review, the conclusion is clear: the same technical limitations apply. At the time the arXiv paper appeared and in the months that followed, D-Wave researchers and collaborators clearly demonstrated where the Tindall work falls short of overturning our supremacy result. The only major change in the work that has now been published in Science is the addition of large diamond lattice data. This supports the claim that they are using BP-TNS to extract a Kibble-Zurek exponent in a 3D system. But, the same criticisms apply as a year ago: They don’t compute the same observables, nor all the geometries, nor the largest size geometries, nor all the couplings computed by the D-Wave team. For pointers to more technical detail on the shortcomings of the Tindall work, see posts by my colleagues Andrew King and Trevor Lanting on LinkedIn today. It does nobody any good to use click-bait titles that overstate reality, and it’s just as bad to repeat and promote claims that misrepresent the technical record. We should all hold ourselves to a higher standard. $QBTS #quantumcomputing linkedin.com/pulse/still-be… linkedin.com/pulse/d-waves-…

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Investify Daily
Investify Daily@InvestifyDaily·
@TechInnovationz You’re the Goat tech! Appreciate your deep dives! Love $IONQ 5 years from now we are going to be straight chilling 😎
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Investify Daily
Investify Daily@InvestifyDaily·
One thing I’ve really noticed about the $IONQ community on X that separates them from most stock ticker communities is that the $IONQ community is actually smart, knows what they are talking about and has some of the best deep, educated, posts I’ve ever seen. From Skywater Acquisition, to Oxford, to the 256 Qubit goal for this year and more. This community knows what they are talking about and we all know that we are sitting on a gem! If you want detailed explanations on a company and deep deep dives I recommend looking into $IONQ. Recommend following @TechInnovationz @DesFrontierTech @Dboybruh @munoismuno @JimHODL @genejchan @InvestorDenis @MarvenzzFranc And many more I’m sure I’m missing a few goats as well, but these legends stand out on my feed day in and day out! Please free to drop $IONQ legends who I’m missing on this list!
Investify Daily tweet media
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Jim HODL
Jim HODL@JimHODL·
@hlee_5 The differentiation is real. IonQ is the best of the Ion Trap qubit companies, and the best measured two qubit gate integrity (99.99%) of ALL QC companies.
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Michael
Michael@hlee_5·
$IONQ Quantum sector showed weakness this morning possbily due to IPO price range, $13B, of Quantinuum below expectation of $20B. This could bring more leverage to $IONQ, better quantum company with Ion-Trap technology. Could be just beginning of differentiation of $IONQ from other quantum companies.
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Gene
Gene@genejchan·
@2147mill Cars are to $TSLA what books were to $AMZN
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🇬🇧 Tom - Investor £120K
Do you think Tesla will eventually be more famous for something else (robots?) than its cars?
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healthbot
healthbot@thehealthb0t·
In 1994 Japan ended all mandatory vaccines for babies under two years old. Japan now has one of the lowest infant mortality rates in the world. America has the highest infant mortality of all industrialized nations.
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Jim HODL
Jim HODL@JimHODL·
@genejchan I was thinking the same : ) Glad to see IonQ standing out.
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Gene
Gene@genejchan·
We need more days like today where quantum stock performance is differentiated by quality of the companies $IONQ & $INFQ > $QBTS & $RGTI
Gene tweet media
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Jim HODL
Jim HODL@JimHODL·
@InvestorDenis Thanks again! the way I see it the most unapproachable aspect of quantum is qubit-level commentary. That is a gap I try to fill. I have been corrected myself at times, and like you, I invite and appreciate that. Let's figure this out together!
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Investor Denis
Investor Denis@InvestorDenis·
@JimHODL No no, stay the way you are. Otherwise, how can I learn? I'm 39 and learned physics from Soviet "old school." I appreciate constructive criticism.
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Investor Denis
Investor Denis@InvestorDenis·
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.
Investor Denis tweet media
zerohedge@zerohedge

*QUANTINUUM SEEKS UP TO $1.05 BILLION IN IPO

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Jim HODL
Jim HODL@JimHODL·
@InvestorDenis Thank you for the kind reply Denis.. I will try to be less strident in the future if I see reasons to disagree.
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Investor Denis
Investor Denis@InvestorDenis·
Jim, many thanks for the detailed explanation. There's nothing I disagree with. You correctly pointed out that $IONQ is moving away from laser control as scaling the number of qubits becomes challenging. I was referring to what $IONQ has been doing until now, and I agree with you that ditching lasers is one of the ways how it's building its technological moat. I confess I haven't read the paper on arxiv you mentioned at the end. I should do that. I take your word that Quantinuum doesn't have the potential to scale its chips the same way $IONQ does. Thanks for pointing this all out. I'm ready to look ignorant if I end up learning new stuff from more knowledgeable people :)
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Jim HODL
Jim HODL@JimHODL·
@InvestifyDaily We are more than the sum of our brains... X allows for this synergistic discourse.
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Jim HODL
Jim HODL@JimHODL·
Maybe getting too overexcited. I am simply telling folks that this will be a 10X within the next few years as it becomes clear to the market that IonQ is really in the lead for useful quantum. So $250B market cap in a few short years. I believe that with very high conviction, and I have worked in support of superconducting, photonic, and Silicon spin programs in the past through my roles in semiconductor materials, so I am not an outsider looking in.
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Stock Soldier Jake
Stock Soldier Jake@woozi9507·
#IONQ $4000 갈 수 있을까??!!! 가 Tesla급 시총까지 간다는 건 말 그대로 초대형 Bull case다. 현재 IonQ 시총은 약 $23B대, Tesla는 약 $1.5T 수준. 즉 IonQ가 Tesla급 기업이 되려면 단순 계산으로 약 60배 이상 성장해야 한다. 그럼 말이 안 되는가? 단기적으로는 당연히 말이 안 되어 보인다. 하지만 장기 시나리오로 보면 핵심은 하나다. IonQ가 “양자컴퓨터 제조사”에 머무르지 않고, 양자 시대의 인프라 플랫폼 기업이 되는가. Tesla가 단순 전기차 회사가 아니라 배터리, 자율주행, 에너지, 로봇, AI 내러티브로 밸류에이션을 확장했듯이, IonQ도 단순히 컴퓨터 몇 대 파는 회사가 아니라 1. 양자 컴퓨팅 2. 양자 네트워크 3. 양자 보안 4. 양자 센싱 5. 정부·국방·금융·제약·AI 최적화 인프라 이 모든 영역을 장악하는 회사가 된다면 이야기는 달라진다. 특히 양자컴퓨팅이 실제 상업적 문제를 해결하기 시작하면, 시장은 “현재 매출”이 아니라 “미래 독점 가능성”을 가격에 반영하기 시작할 수 있다. IonQ가 Tesla급 시총으로 가는 시나리오는 이렇다. 첫째, 양자 우위가 실험실 수준이 아니라 실제 산업 현장에서 증명된다. 신약 개발, 금융 리스크 계산, 물류 최적화, 배터리 소재, AI 학습 효율화 같은 분야에서 기존 슈퍼컴퓨터보다 빠르거나 저렴한 결과를 보여줘야 한다. 둘째, IonQ가 클라우드 기반 QCaaS 모델을 확장한다. AWS, Azure, Google Cloud 같은 플랫폼을 통해 전 세계 기업들이 IonQ의 양자컴퓨터를 사용하는 구조가 되면, 이는 단순 장비 판매가 아니라 반복 매출 플랫폼 모델이 된다. 셋째, 정부와 국방 수요가 폭발한다. 양자 보안, 양자 통신, GPS 대체 센싱, 정밀 시간 동기화는 국가 안보와 직결된다. 미국과 동맹국이 양자 주권을 전략 자산으로 본다면 IonQ는 단순 테크기업이 아니라 국가 인프라 기업으로 평가받을 수 있다. 넷째, 양자 네트워크가 열린다. 컴퓨터 한 대가 아니라 여러 양자 시스템이 연결되는 순간, IonQ는 “양자 인터넷”의 핵심 플레이어가 될 수 있다. 이 구간부터는 밸류에이션이 하드웨어 기업이 아니라 네트워크 인프라 기업처럼 재평가될 수 있다. 다섯째, IonQ가 양자 생태계의 NVIDIA 같은 포지션을 잡는다. NVIDIA가 GPU를 팔다가 AI 인프라의 표준이 된 것처럼, IonQ가 양자 하드웨어·소프트웨어·클라우드·보안·센싱을 연결하는 표준 플랫폼이 되면 시장은 프리미엄을 줄 수밖에 없다. 결론. IonQ가 Tesla급 시총이 되려면 단순히 “양자컴퓨터가 좋다” 정도로는 부족하다. 조건은 명확하다. 양자 기술이 실제 돈을 벌어야 하고, IonQ가 그 시장의 표준이 되어야 하며, 정부·기업·클라우드·국방 수요가 동시에 붙어야 한다. 이 시나리오가 현실화된다면 IonQ는 지금의 시총으로는 설명되지 않는 기업이 된다. 반대로 양자 상용화가 늦어지고, 매출이 기대만큼 따라오지 못하면 지금의 높은 기대감은 부담이 될 수 있다. 그래서 IonQ 투자는 단순한 주식 투자가 아니라 “양자 시대의 표준 플랫폼에 베팅하는 투자”에 가깝다. 성공하면 Tesla급 내러티브. 실패하면 과대평가된 미래주. 나는 이 둘의 간극이 IonQ의 진짜 투자 포인트라고 본다.
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xD
xD@xDeeez·
@JimHODL @FIREUSAMQ 💯 and when the market realises they can manufacture it faster and cheaper in-house at only 30 mil compared to other vendors
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Jim HODL
Jim HODL@JimHODL·
@japan_nobunaga As the conductors pass through the cars on a moving train, they stop at each exit, turn around to face the passengers and bow before finally exiting. I just came home from Japan,,, there is dignity in all work there.
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NOBUNAGA🇯🇵🏯_夏樹蒼依
It looks insane. A man bowing to an empty train. No passengers. No boss. No camera that matters. Midnight. Cold platform. He bows anyway. To Americans this makes no sense. You'd get laughed at. Maybe fired for wasting time. But that train carried 1,200 people home today. Their kids. Their parents. Their whole exhausted lives. And he is the last one standing there to say: thank you for getting them home safe. Tokyo moves 2 million people a day through one station. No shootings. No screaming. No fear. It runs on something you cannot install or enforce. It runs on people who do the small thing right when no one would ever know if they didn't. We had that once. The guy who swept the floor like it mattered. The man who fixed your car and lost sleep over a rattle you'd never even hear. Where did he go? That attendant isn't bowing to a train. He's bowing to every person who trusted it to bring them home. And without a single word, he's keeping a promise the rest of us quit making. 🇯🇵
NOBUNAGA🇯🇵🏯_夏樹蒼依 tweet media
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Jim HODL
Jim HODL@JimHODL·
This is true but at the same time we are on the cusp finally. My personal prediction is that the 256 qubit machine IonQ will ship later this year will be the first, obvious step out of the NISQ era. My interest goes back even further than 2008. My friend and fellow IBM manager Dr. Roger Koch (may he rest in peace) was experimenting with the first superconducting qubits at IBM Watson research around 2000. It's been a long road.
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Jim HODL
Jim HODL@JimHODL·
A wonderful and true story for this Memorial Day.
SharrellAnne@SharrellAnne2

Last night, I made a simple request on X. I asked if anybody visiting Arlington National Cemetery for Memorial Day would stop by Alan’s grave and leave a photo for our family. What happened next honestly caught me off guard. By this afternoon, dozens of Americans from all walks of life had made the walk to Section 60 to visit SSG Alan W. Shaw. Veterans. Families. Complete strangers. People who had never met Alan, but chose to honor him anyway. For one day on social media, people put aside the constant noise and negativity and came together for something bigger than themselves. My notifications filled with photos, kind messages, prayers, and stories from people honoring not just Alan, but so many of our fallen heroes. I don’t think people fully understand what moments like this mean to Gold Star families. The fear is never just losing them. It’s losing them slowly over time as the world moves on and fewer people remember their name. But today showed me that Alan will never be forgotten. After years of watching social media reward some of the worst parts of humanity, today gave me a reminder that the good is still out there too. Thank you to every single person who stopped by to visit Alan today, said his name, shared his story, or took a moment to honor the fallen. This right here is the America Alan knew and loved enough to fight and die for. And today, y’all showed us all that it’s still here and it’s still worth fighting for. 🇺🇸

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Karen Bass
Karen Bass@KarenBassLA·
It is an incredible honor to receive an endorsement from Congresswoman Maxine Waters. She has been one of the most powerful voices in Washington as Ranking Member of the House Financial Services Committee, opening the doors of banking and finance to Black and Brown communities who were locked out for generations.
Karen Bass tweet media
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Puncher75
Puncher75@Puncher522·
Just saw the new Michael Jackson movie “Michael”. It was simply outstanding. Highly recommend you see it. Went with wife & kids, and they absolutely loved it. People were clapping at the end, and dancing during. A few observations because I’m weird: 1. Michael Jackson was a phenom. May not see another like him ever. I’d forgotten how much of a phenom actually. 2. Janet Jackson is not even acknowledged in the film. I’m sure there is a story there. I’d bet it’s around IP and $$. 3. The integration of AI (video & audio) was seamless, and it’s only going to get better. As outstanding as it was, it will never be that bad again. I think we are underestimating the change AI is going to make across human endeavor. Go see it. 👍. 10 out of 10.
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TechInnovation
TechInnovation@TechInnovationz·
$IONQ 🇯🇵 1本のツイートでフォローしてくださった皆様へ。 この下に、まだご存じない記録がたくさん隠れています。 少し背景をお話しします。 2025年12月から2026年2月にかけて、$IONQ の週次まとめ(Quantum Weekly)を日本語でも書いていました。スライドもすべて日本語に翻訳していました。 時間の制約で日本語版は2月で一度止めましたが、これまでの全ての記事を以下にまとめます。日本語版がない週は、英語版のリンクを記載しています。 🔥 2026年5月 → May 17-23 (英語版) : x.com/techinnovation… → May 11-16 (英語版) : x.com/TechInnovation… → May 3-9(英語版): t.co/cZLOb5qQqn 🔥 2026年4月 → Apr 27-May 1(英語版): t.co/stVUgpqzsk → Apr 18-24(英語版): t.co/SEfg8kQL8S → Apr 13-17(英語版): t.co/C4WrcYDO1S → Apr 4-10(英語版): t.co/cqU5Z2as8f ⚪ 2026年3月 — 個人的な事情によりお休み 🔥 2026年2月(日本語版) → 2月2-6日: t.co/pE03957RM4 🔥 2026年1月(日本語版) → 1月26-30日: t.co/xPPn1GK3on → 1月19-23日: t.co/guu0w0bIl6 → 1月12-16日: t.co/0GoHmYOjKd → 1月5-9日: t.co/ZET2IBnGE2 🔥 2025年12月(日本語版) → 12月29日-1月2日: t.co/HByrLRSWEA → 12月22-26日: t.co/lCvfYSBMJY → 12月15-19日: t.co/scakxitXO8 → 12月8-12日: t.co/9MGDbfpehO これからも $IONQ の動向を毎週日曜日に追い続けます。皆様、引き続きよろしくお願いいたします。 $IONQ #IonQ #量子コンピュータ
TechInnovation@TechInnovationz

$IONQ $2B. 9 firms. 1 missing name. Week of May 17-23, 2026: → The US converted CHIPS Act funds into equity stakes across 9 quantum companies. IonQ isn't on the list. SkyWater answered for itself the next day. → Nature Physics published the first 4th-order generalized squeezing on any platform. → ID Quantique Weekly recap. 15 tweets. 👇 #IonQ #Quantum

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