Jupiterian

Is $INFQ Quantum sensing something to do in Iran war?

@BrotherMan998 @michaelsikand @infleqtion This is massive for Defense and Space applications. I guess we will see the partnership between @SpaceX @blueorigin $RKLB $ASTS and @infleqtion near future.

@Stevenkomyo307 @michaelsikand @infleqtion This was held on 3/11/26 so first one where the two things were jointly packaged (Tiqker and Sqywire) was shipped in March 2026 for first time but seems like Sqywires have been shipped to customers previously as this seems to be unique that it was the first combo unit

My 10x stock idea from GTC isn't photonics?! But it does involve lasers. Say hello to $INFQ. It's a newly IPO'd quantum stock generating tens of millions in revenue in space + defense applications with very unique technology. @infleqtion went public last month but it's trading 40% below its IPO price with a sub $2B market cap. $INFQ trades at roughly 70x trailing sales on $29M in revenue. Compare that to $RGTI at $6B market cap on just $7M in revenue, that's 860x sales. I chatted with $INFQ's Chief Administrative Officer, Julie McGee, to dig in further but here's the TLDR. Most quantum companies need to cool their chips to near absolute zero temps just to operate. Infleqtion uses "neutral atom" technology that traps individual atoms inside a glass cell using lasers and runs them at room temperature. It takes the power of a few hairdryers. No giant refrigerators. Way cheaper and way easier to scale. And unlike most quantum names they're actually shipping products NOW. Quantum clocks for GPS-denied navigation, RF sensors, inertial navigation systems. Selling to NASA, the DoD, and the UK government. Their quantum clock is being qualified by SpaceX for satellite systems. Quantum brings a whole new level of precision that works on the ground, in the sky, and underwater. Their technology can enable submarines to navigate without ever linking up to a satellite. GPS jamming is also becoming a huge problem on the battlefield, showing up in Ukraine and Iran. Quantum timing is inherently unjammable and unspoofable. They also had a dedicated spot inside the Nvidia booth at GTC. $INFQ partnered with Nvidia to demo the first commercial materials science application running on logical qubits and are working with Nvidia's NVQLink to scale quantum-classical hybrid computing. What's next: 30 logical qubits targeted this year, one of the most important milestones in the race to fault tolerant quantum computing by 2028. Plus a new NASA contract to measure Earth's gravity from space. Infleqtion combines an attractive valuation with extremely unique technology (they're the only neutral atom quantum company publicly listed). Could easily see this re-rating fast, I just think the IPO timing was poor with Iran. Could be adding this as a lottery ticket to my Asymmetrical Bets portfolio soon... This post was not sponsored or influenced in any way by $INFQ. All thoughts are my own, NFA / DYOR.

@AmaterusuQ Awesome $INFQ

DARPA officially recognizes Infleqtion as a proven success in transitioning quantum innovation to the battlefield. $infq

@avgvalueinvest @grok clarify

@Stevenkomyo307 And in what way is physics preventing scalability for $IONQ?

Easy decision, if google tell something about technology then take it seriously Sold $IONQ $QBTS then added $INFQ

@Hulk9Smash @MarvenzzFranc I don’t think so.

@Stevenkomyo307 @MarvenzzFranc Google is going to quietly abandon superconducting.

@avgvalueinvest Research mate.

@avgvalueinvest The limitation is in physics, the acquisitions would make better for them but the fundamental scalability issue is still persist.

@Stevenkomyo307 I disagree on the scalability point. While many discounted their acquisitions as only for revenue gains I think it would be smart for people to take a closer look and how that will impact scaling

@avgvalueinvest Trapped ion has similar scalability challenges like superconducting, and on the other hand, its strength is the fidelity, higher QEC rate.

@Stevenkomyo307 Superconducting can’t scale and they are pivoting. This is extremely obvious. If they knew superconducting would scale they would not pivot. Neutral atoms has so much more promise over superconducting. Trapped ion is the best.

@AmaterusuQ 💯

Google spent 20 years on superconducting qubits. Yesterday, they pivoted to neutral atoms. Their new team? Boulder, Colorado. Infleqtion’s home turf. Among all neutral atom players, only $INFQ is cracking miniaturization. Google proved the platform. INFQ is solving the last mile.

@QuantumDom Fortunately, I bought $IONQ at 10, $QBTS at 1 and sold it after massive run last year. I still believe both of them will do well in future since they have unique technical moats but now, $INFQ is the best quantum stock in terms of risk to reward ratio and logical qubits progress.

@Stevenkomyo307 I'd still hold on to $IONQ But sell $QBTS

@avgvalueinvest No, gate speed of superconducting is absolute edge over other modalities. Actually, Google is smarter than before with dual modality approach (superconducting’s fast gate speed + neutral atom’s massive scalability).

@Stevenkomyo307 They literally are admitting they were wrong about superconducting. $IONQ is still the best in class of quantum. Neutral atoms are something I am watching. No position in $INFQ

@MarvenzzFranc Because of gate speed of superconducting. Superconducting qubits operate at ~microsecond gate times (1μs per cycle). Now, google will start their research on dual-modality (superconducting + neutral atom).

@Stevenkomyo307 If that case why did they go superconducting to start?

@sez_me_man Thanks for the sharing, Well researched.

New kid in town: Google Quantum AI is expanding to include neutral atom research... accelerate our mission to build a large-scale, error-corrected quantum computer. This ties into my INFQ investment thesis ahead of the ARPA-E Upcoming convention. finditgroup.org//mike/INFQ_Inv…

@GoogleQuantumAI This is what @infleqtion $INFQ had been doing since 2007. Welcome @GoogleQuantumAI to Neutral atom club.

Google Quantum AI is expanding to include neutral atom research with our superconducting program. Complementary paths will accelerate our mission to build a large-scale, error-corrected quantum computer—an engineering challenge we are excited to tackle. goo.gle/40TycSV

Infleqtion is working to demonstrate quantum's potential to advance human health in the Q4Bio Challenge, using a quantum algorithm to detect cancer signatures and optimize medical datasets for classical processing. Read more in MIT Tech Review: …chnologyreview-com.cdn.ampproject.org/c/s/www.techno…

$INFQ $IONQ 🔥 Been digging even deeper into the quantum pure-plays after Infleqtion’s NYSE debut and the latest deployments. $IONQ was the first mover and still gets all the hype, but $INFQ is straight-up the superior, higher-conviction pick I’m loading up on right now. Quantum is the endgame for World Models, optimization, drug discovery and defense tech, but most names are still “story stocks” with insane cash burn. The difference between winner and loser will be scalability + real revenue today, not just qubit headlines. That’s why I’m fully rotated into @infleqtion and out of IONQ. Here’s the expanded head-to-head DD on why Infleqtion is definitively the better choice, especially on valuation/market cap. $INFQ Neutral-atom architecture (laser-trapped atoms in reconfigurable arrays) is the clear scalability winner: room-temperature friendly, no massive dilution refrigerators or ultra-complex vacuum chambers needed. You can dynamically rearrange qubits on the fly, huge edge for error correction and large-scale systems. Already delivered the UK’s first operational 100-qubit neutral-atom machine and targeting 30 logical qubits by end-2026 + 1,000 by 2030. But the real moat? Commercial quantum sensing products already shipping TODAY - optical clocks, inertial navigation, RF receivers to NASA, DoD, UK gov, NVIDIA and more. That’s actual revenue and booked pipeline (hundreds of millions in defense contracts) while most peers are still pre-revenue on hardware. $550M+ cash runway post-SPAC, 230 patents, and hybrid GPU-quantum stack with NVIDIA. Market cap right now? ~$2B. That’s it. Freshly public (Feb 2026 SPAC debut), still undiscovered relative to the hype cycle. Asymmetric upside - if neutral atoms win (and every independent roadmap says they will), this thing has 5-10x+ room from here without being overvalued. $IONQ Trapped-ion tech has killer fidelity and they’ve hit big milestones (Aria/Forte systems, cloud partnerships, recent acquisitions). Revenue is ramping (first quantum company to cross $100M+ annual GAAP run-rate). But it’s a pure computing gamble - zero diversified sensor revenue to cushion the burn, scaling still bottlenecked by ion-trap physics and infrastructure complexity. Every delay or missed qubit target tanks the stock harder because there’s no backup business. Market cap? ~$11.5B. Over 5x larger than INFQ despite similar (or arguably less scalable) tech and no near-term commercial products outside the long-horizon computing roadmap. That’s classic hype premium baked in - you’re paying for the “first mover” story at peak valuation while INFQ trades at a massive discount on better fundamentals. Bottom line: INFQ gives you the same (or better) quantum upside with far lower risk - diversified revenue floor, superior scalability path, monster cash position, and a fraction of the market cap. IONQ feels like the 2021 EV hype names that got crushed when reality hit; INFQ feels like the undervalued compounder with real commercial traction already in the door. This is the rotation I’m making in the quantum basket - smaller cap, higher reward/risk ratio, actual products selling now. Fundamentals are still early and speculative (volatility will be wild), but the thesis is night-and-day stronger here. Not financial advice, just my updated DD after the SPAC close and latest sensing wins.

@drsessasarasota @michaelsikand @infleqtion After Q1 earning call in May, hopefully everything will change and going back to sub 20.

@drsessasarasota @michaelsikand @infleqtion There are two separate things here, everyone agrees that their technologies and fundamental are strong (especially they are the leader in quantum sensing) but there is no analysis coverage and price target till now, they didn’t shared last year revenue and guidance for this year.