cinecrew

@popular90tvshow When there is inflection point during the suggested roadmap, everything will be changed. Just regard the assumption as base that you can build anything on. Things can be changed Things will be changed

@cinecrew 15b in 2030? Isn't that too low or am I missing anything?

IonQ + SkyWater: 2030 Strategic Model 📈 $721M pro forma (2026) → $15B+ valuation (2030). Integration → scale → margin expansion → rerating. Clear quantitative path. Institutional alpha setup. $IONQ $SKYT

@genejchan Yes, especially considering $IonQ is in brand new industries that never seen before.

@cinecrew With that kind of growth, it'll trade for a lot more than 35x PE

$IONQ 10-K check 👀 Under Item 9B, IonQ disclosed that no directors or officers adopted, modified, or terminated any Rule 10b5-1 trading plans in Q4 2025. No new pre-planned insider sale schedules. Read the filings. 📄

@dShab0 It's Pro Forma David, no big reason on this. Even though GAAP only includes figures after merger of target, but. Companies almost always disclose: Pro Forma Full-Year 2026 (Supplemental Only)

@cinecrew Why do you assume full revenue from the deal if it closes likely only mid year?

$IONQ + $SKYT 5Y Pro Forma Assuming full merger • 2026E Revenue: $844M (IonQ $235M + SkyT $609M, SA est.) • 2030E Revenue: $2.1B Assumptions: – Heavy R&D + integration costs – COGS ~70% – Gradual operating leverage – Profitability in 2030, $353M No aggressive synergy.

@SingularIV66301 $IonQ if that's the case, the projection should be skyrocketed too. I agree on your thought which is possible.

We estimate their income skyrockets from 2028, the turning point is that the quantum computers they plan to build on 2028 roadmap are Q-day scale, which means they can be used to break RSA-2048 using some optimized variants of Shor algorithm (Regev, Gidney, etc.). They can also be used to break non post quantum cryptocurrencies such as BTC, ETH, Monero, etc. CIA, FBI, Interpol, NATO and all Five Eyes intelligence agencies will kill themselves to buy IonQ's quantum computers from this year.

Asymmetric Opportunity 🚀 ✔️ Immediate scale ($721M in ’26) ✔️ Breakeven by ’28 ✔️ $15B+ potential by ’30 Cash + manufacturing today → quantum dominance tomorrow. Risk-managed upside. $IONQ $SKYT

Risk Factors ⚠️ • Commercial: SkyWater churn / Fab25 stabilization • Tech: Delays in IonQ hardware roadmap • Macro/Govt: Volatility in gov contracts • Financial: Higher-than-expected cash burn → dilution Execution is everything. $IONQ $SKYT