Michael Erben

$IONQ 👀 "vertically-integrated full-stack quantum platform"

Kratos C-Band Transponders offer precision tracking and proven reliability. Ready for rapid delivery to support critical weapon systems, unmanned aerial systems (UAS), and space launch vehicle flight tests. When the mission is now, delivery is the advantage.

Happy Star Wars Day! May the 4th be with you… from a crew with the biggest Star Wars superfans. ✨ At Infleqtion, we’re building quantum technology that once sounded like science fiction, which may explain why this day is a favorite around here. When it came time to celebrate a big Infleqtion moment, bringing a little Star Wars energy to the @NYSE floor just felt right. Next stop: lightspeed. #MayThe4thBeWithYou #Quantum #StarWarsDay

Today we announce the commercial launch of Interferometric Synthetic Aperture Radar (InSAR) through our space missions line. This offering enables millimeter-precision ground deformation monitoring with fully automated tasking and data delivery – enabling customers to detect and track physical change on the Earth’s surface consistently, at a frequency and scale never previously available from a commercial SAR provider. Read our full announcement: bit.ly/4tKk5Ml

$IONQ Read Chip War. Same playbook is showing up in quantum. U.S. military advantage runs on computing power. The nation that designs, manufactures, and then applies quantum technology to military systems will dominate. IonQ is right in the middle of where governments are spending.

Most quantum companies are a black box You don't know who's running them. You don't know if they believe in their own thesis. You don't know if the science is real or just a deck. $INFQ is different. Let me break down the team > CEO, Matt Kinsella Former Managing Director at Maverick Ventures. 18 years in VC. Backed some of the best tech companies of the last two decades. In 2017 he goes down the quantum rabbit hole. In 2018 he writes the first check into ColdQuanta, what is now $INFQ He sits on the board for 6 years. Watches the company grow. Understands every part of the business. In April 2024 he becomes CEO. Skin in the game since day one. His public target: 100 logical qubits by end of 2028. At that leve quantum starts beating classical computing in materials science. > Founder & Chief Science Officer, Dr. Dana Anderson He worked directly with Nobel Prize winners Carl Wieman and Eric Cornell on the Bose-Einstein Condensate, one of the most important discoveries in modern physics at JILA, Colorado. His father was a physicist who worked on the Manhattan Project and collaborated with Enrico Fermi. He is literally steeped in physics from birth. In 2007 he founded ColdQuanta with one goal: commercialize what he spent his life building in the lab. 100+ scientific papers. Fellow of the American Physical Society. Fellow of the Optical Society of America. And in February 2026, elected to the National Academy of Engineering, one of the highest honors in the field. > CTO, Pranav Gokhale PhD in quantum computation at University of Chicago. In 2020 he co-founds Super.tech, a quantum software company and becomes its CEO. In 2022 $INFQ acquires Super.tech He doesn't leave. He stays and becomes CTO. His focus: break the barrier between quantum hardware and software so real applications arrive faster than anyone expects. In April 2026, $INFQ wins a $2M DARPA contract under the HARQ program to build Multistaq, a next-gen platform for heterogeneous quantum systems. > CFO, Ilan Hart 20+ years at $INTC. Then CFO at Zoox, $AMZN's autonomous vehicle company. He joined in October 2025, right before the NYSE listing. That hire was intentional. The bottom line: > A VC who backed the company before anyone else is now running it > A Nobel-adjacent scientist founded it and never left > A PhD who built and sold his own quantum software company is the CTO > An $INTC & $AMZN executive is managing the finances Most quantum plays are a science project with a ticker. $INFQ is a company.

$IONQ “I couldn’t have predicted this. I got into the field because I knew there was promise, but the pace of innovation, the pace of development has far exceeded what I could have possibly imagined or dreamt of,” -Bhaskar news.harvard.edu/gazette/story/…

$RDW: Redwire is advancing technologies to support the future needs of Lunar infrastructure. Its Lunar ROSA systems is designed with retractable capabilities to help mitigate lunar regolith, as well as its Mason technologies aimed at enabling the construction of essential surface infrastructure such as landing pads, berms, and roads. Redwire is ready for the new Lunar economy.

Redwire Space President Mike Gold participated in the Lunar Surface Innovation Consortium at @JHUAPL as a keynote speaker, emphasizing the critical role of power systems in enabling NASA’s lunar base initiatives. #LSIC Redwire is advancing technologies to support these future needs, including its Roll‑Out Solar Array (ROSA) systems—designed with retractable capabilities to help mitigate lunar regolith—as well as its Mason technologies aimed at enabling the construction of essential surface infrastructure such as landing pads, berms, and roads. Developing resilient lunar infrastructure is fundamental to establishing a sustained human presence on the Moon and supporting long‑term collaborations with international and commercial partners.

Infleqtion leadership was in Washington, D.C. this week, meeting with officials at the Pentagon and NASA headquarters to discuss accelerating quantum capabilities into real-world applications, from defense and national security to NASA's science and exploration missions.

We're excited to announce that Niccolo de Masi, Chairman and Chief Executive Officer of IonQ, will speak at the 2026 Reagan National Economic Forum. Quantum technology is one of the most consequential emerging technologies for American economic and national security leadership. Niccolo de Masi is leading a key company at the forefront of that race, IonQ, and we're eager to hear his perspective on where the technology stands and what it means for America's competitive position. 📅Friday, May 29 | Register for the livestream: reaganfoundation.org/events/2026-re…

The Riga team hosted representatives and students from the U.S. College of Information and Cyberspace, National Defense University(CIC) as part of an ongoing mission to educate joint warfighters, national security leaders, and the cyber workforce on the cyber domain and information environment. At the Riga facility, the group learned about local operations, products, and production processes. The program included a structured presentation followed by a factory tour, providing insight into how systems are produced and supported at the Riga site. The visit provided an opportunity for in‑person discussions between the CIC delegation and our Riga team, contributing to knowledge exchange aligned with global security objectives. We are confident this successful visit established a foundation for future cooperation.

Thank you to the @USMC, @DeptofWar personnel and industry partners who connected with us at @ModernDayMarine 2026 in Washington, D.C. Kratos was proud to support an event rooted in 250 years of fighting forward, and to showcase how the Valkyrie, our CCA, and our other unmanned systems help increase warfighter capability and expand mission effectiveness. We appreciate the shared commitment to advancing the future of Marine Corps operations. Looking forward to continuing the mission together. #ModernDayMarine

The Wall Street Journal examined quantum companies' race to public markets, featuring CEO Matt Kinsella on Infleqtion's public launch as we advance neutral-atom quantum toward large-scale, commercial deployment. Read the article by Isabelle Bousquette: wsj.com/cio-journal/qu…

We will report our Q1 2026 financial results after market close on Wednesday, May 6, 2026. Management will conduct a conference call at 9 a.m. ET on Thursday, May 7, 2026 to discuss the results and outlook. Access the webcast link and dial-in details here:bit.ly/4eTX6tJ

"As I close my first full year as Chairman & CEO of IonQ, 2025 stands out as a clear inflection point – not just in what we have built, but in how we are building it. We have evolved beyond our origins as a quantum computing pioneer to become the world’s preeminent full-stack quantum platform and merchant supplier." Read @NiccoloDeMasi's new Letter to Shareholders: linkedin.com/pulse/2025-ann…

$INFQ King Charles just addressed Congress and specifically called out the U.K.-U.S. technology partnership, including quantum, A.I., nuclear fusion, and next-generation science. But the part that matters most for @infleqtion is not just “quantum” as a buzzword. It is the U.K.-U.S. defense, intelligence, submarine, and security relationship underneath it. That is where Infleqtion gets very interesting. The company is not just waiting around for fault-tolerant quantum compute to become a revenue machine years from now. It is already working in one of the most overlooked and immediately relevant lanes in the quantum sector: quantum sensing, precision timing, GPS-free navigation, RF signal processing, defense software, and naval infrastructure. The @RoyalNavy with Infleqtion to deploy Tiqker, its quantum optical atomic clock, on the XV Excalibur uncrewed submarine for GPS-free positioning, navigation, and timing in GPS denied environments. That is not theoretical. That is quantum technology being tested on real naval infrastructure. Now add the recent US Phase II QuIRC contract for quantum-accelerated A.I./contextual machine learning software for RF signal processing, and the pattern becomes clearer: U.K. Navy, U.S. Navy, submarines, autonomous systems, denied environments, RF, timing, navigation, and sensing. @USNavy This is why I keep saying quantum sensing is being massively overlooked. Compute gets the hype because the dream is enormous. But sensing, timing, navigation, and defense software may be where quantum commercializes first. That is the $INFQ edge people keep missing: real defense need now, real products now, real contracts now, real revenue now, and compute upside later. Sources: King Charles address to Congress / U.K.-U.S. quantum + technology partnership: royal.uk/news-and-activ… Royal Navy / Infleqtion Tiqker submarine trial: royalnavy.mod.uk/news/2025/octo… Infleqtion release on Royal Navy Tiqker trial: infleqtion.com/infleqtion-and… Infleqtion U.S. Navy QuIRC Phase II contract: ir.infleqtion.com/news-events/pr…

Infleqtion Chief Science Officer Dana Anderson joined space industry leaders at the NYSE Space Summit for a session on reinventing global connectivity. Learn how we're redefining navigation and critical infrastructure through space-based quantum sensing: infleqtion.com/space-and-fron…

Redwire Space President Mike Gold joined @KTVQ to discuss Artemis II, Redwire’s camera systems, and the Artemis Accords. As a Montana native, Mike was grateful to return home and share how the state’s long tradition of exploration continues to shape the future of spaceflight. We appreciate KTVQ’s David Jay and @HaileyMonaco for their thoughtful coverage, highlighting how innovation inspired by the “Big Sky” now extends far beyond Earth. We also acknowledge Senator @SteveDaines for administering Mike’s oath of office during his 2019 appointment at NASA. As noted in the KTVQ report, in his role as Associate Administrator for Space Policy and Partnerships, Mike led the development of the Artemis Accords, which are helping bring nations together around a shared framework for the peaceful and collaborative exploration of space

Thank you to @repkevinhern for visiting our Oklahoma City facility earlier this month. Our team appreciated the opportunity to share how Kratos’ Oklahoma workforce is advancing affordable, leading-edge unmanned defense technologies that strengthen our nation’s security. Oklahoma is home to a growing Kratos presence, where talented engineers, technicians and advanced manufacturing professionals are driving innovation in defense. We’re proud of the work happening here and grateful for the chance to highlight the impact our team is making every day. #KratosDefense #OKC #DefenseTech