Team Tendies

“But God demonstrates his own love for us in this: While we were still sinners, Christ died for us.” Romans 5:8 NIV bible.com/bible/111/rom.…

@Venu_7_ $BRUN should be on everyone’s radar

$NBIS strength continues to stand out. Even during slight red tape days in the market, the stock barely pulls back enough to test the 9EMA. Very strong relative strength name backed by strong earnings - and the volume continues to be extremely impressive.

James Clear on how luck travels:

Winning normally looks like sitting on dead money for 1-2 years longer than you thought and then having the stock triple in a month. As long as the business is improving, being too early and being forced to wait a few more quarters is a curse in the short-term, but a blessing in the long-term. It forces you to form a deeper conviction in what you own.

$INFQ just reported Q1 2026. Most people are still sleeping on this one. The headline numbers > Revenue: $9.5M, up 14% year over year. 100% organic. 100% from quantum products. No acquisitions, no accounting tricks. > The GAAP operating loss looks scary at -$33.6M. It isn't. Strip out $11.5M in one-time go-public expenses and $8.3M in stock-based compensation (both non-cash or non-recurring) and the real operating loss lands at -$13.2M. The underlying business burn is nearly flat versus last year, while the company is actively scaling. > Cash position: $569M. Zero debt. They went public 3 months ago and the balance sheet is fortress-level for a company at this stage. > 2026 guidance: AT LEAST $40M in revenue. The words "at least" are new. They weren't there in April. What's driving the growth Two names: NASA QGG and Quantum Spectrum. The NASA Quantum Gravity Gradiometer Pathfinder mission is the world's first quantum gravity sensor mission in space. $INFQ is the lead collaborator, $20M in contracted funding to date. They also upgraded quantum hardware on NASA's Cold Atom Lab aboard the ISS. Their technology has been operational in space since 2018. Quantum Spectrum is the RF sensing platform, designed for contested electromagnetic environments, GPS-denied conditions, drone threats, electronic warfare. In Q1 it became the second largest contributor to sensing revenue. It's already deployed in active programs across the US, UK and Australia with $LHX, $SAIC and $DELL Federal. ~70% of Q1 revenue came from the United States. The compute roadmap is running ahead of schedule This is the most underappreciated part of the story. > 2024: 2 logical qubits > 2025: 12 logical qubits (target was 8, they beat it) > 2026: 30 logical qubits (on track, ahead of plan) > 2028: 100 logical qubits (first commercially relevant applications) They hold the commercial record for neutral-atom systems: 1,600 atom array, 99.73% two-qubit gate fidelity. The qLDPC error correction approach they're developing has a 10-100x physical qubit reduction potential. In plain terms: the same computational power with dramatically fewer physical qubits. If it delivers, it changes the economics of quantum computing entirely. On the software side, Superstaq (their compiler) is showing 10x benchmark performance gains. $NVDA's Ising AI models are already integrated for real-time quantum error correction decoding on the Sqale QPU. This is the first operational quantum-AI co-processing integration of its kind. Real world deployments, not roadmaps: > UK National Quantum Computing Centre: first and only 100-qubit operational system in the country > Japan Moonshot R&D Program: only foreign company selected. System with up to 500 physical qubits shipped to the Institute for Molecular Science >Illinois Quantum & Microelectronics Park: 50+ logical qubit system planned, backed by a $50M partnership >Royal Navy: autonomous submarine quantum clock demonstration. Under the sea >European Space Agency: quantum sensor integrity program > US Army SAPIENT: PNT and sensor fusion The Tiqker timing product line: Four commercial variants already in market: >Tiqker Prime: commercially available, targeting legacy install base > Tiqker-C: radar and critical infrastructure > Tiqker-HD/S: space ready > Tiqker Blade: chip scale, data centers and national security 40x timing improvement over GPS demonstrated in a live fiber demo. That number is directly from the deck. Partnership with Safran Electronics & Defense already delivering commercially. The product is integrated with Safran's White Rabbit and SecureSync systems for GNSS-challenged environments. The market context > Global government quantum investment: ~$55B committed. The UK alone announced up to £2B/£1B for computing procurement, £400M for sensing, £205M for life sciences applications. > McKinsey puts the 2040 TAM at over $160B across quantum computing and sensing combined. > $INFQ is the only public company positioned across both, from a single neutral-atom platform $IONQ the closest comparable, trades at ~$13B market cap on similar revenue scale. $INFQ has a broader product portfolio, real hardware deployments and is still finding its price discovery as a newly public company. The team > CEO from Maverick Capital > CSO is the founder, professor at University of Colorado Boulder and Caltech > CTO co-founded Super.tech > CRO came from Total Defense and BullGuard. > CFO came from $AMZN and $INTC. > Chief Engineer from $LMT >The sensing division SVP came from NASA JPL, BAE Systems and $LMT Bottom line $INFQ is pre-revenue-inflection. The sensing business is generating real contracted cash today. The compute roadmap is ahead of schedule. The balance sheet gives them years of runway without needing to raise. The "at least $40M" guidance revision is small but meaningful. It signals management has more visibility into the back half of the year than they did 5 weeks ago. Quantum is moving from R&D to deployment. $INFQ is already in the field! We have liftoff. "NFA" "DYOR"

“You have made known to me the paths of life; you will fill me with joy in your presence.’” Acts 2:28 NIV bible.com/bible/111/act.…

$INFQ 2028 100 Logical Qubits, QUANTUM ADVANTAGE Infleqtion also is proven to deliver ahead of schedule or more than they project.

After reading comments from everyone. I have decided to look at $INFQ - and this did not disappoint A massive downtrend channel cleared. Then got a retest This week- we are seeing a breakout. As long as it holds above 12, This is going to pull some Ape shit type of move.

@TheProfInvestor I got you 😉

@FocusedCompound 😂😂

He just made a deposit into his brokerage account and bought a boring dividend stock. Now have growth stocks shoot up 50%.

@stepnotonpets Imagine when they find out 🤓

$BRUN is the greatest stock in the entire market that no one even knows about yet.

@TheProfInvestor You forgot the beast of them all INFQ

Get ready for Quantum season: $IONQ $QBTS $RGTI $QUBT they have hit reset.

A recovery like no other $SPX $SPY The S&P 500 crosses 7500 for the first time in history. It has now gained over 1,000 points in under six weeks.

Here is information on the $BRUN data center locations and planned expansion. I like the phased expansion based on demand. The $1.44B $DELL partnership should be really beneficial for $BRUN. I also think a lot of traffic will go there way with the $NVDA exemplar status.

@kiantrades Oh my

$INFQ

Again folks $NBIS approaching 60b in market cap, $CRWV at 63b.... $BRUN at 1.4b, and $BCAR at 500m. These will adjust violently. There is no feasible way to grow AI without funnelling money to the smaller hyperscalers for expansion.

@willahmed @WHOOP Worst feeling

low key the worst recovery just give me a green dammit

@MurrayHillGuy1 End it for good

My friend had a brutal breakup about a year ago. After it happened, he basically disappeared into the gym. Lost like 30 pounds, lifted every single day, and somehow turned himself into an absolute unit. He was always strong, but now he looks insane. So he ran into his ex last weekend in the West Village. Now she suddenly can’t stop texting him...asking to grab a drink, etc. I think she looks like the same. Problem is, he still loves her. He’s just way hotter now…what should he do?