Quantum Daily Brief

@ShawnKwon11 James 1:5 (NIV) “If any of you lacks wisdom, you should ask God, who gives generously to all without finding fault, and it will be given to you.” Note - You have to be consistent with God’s will.

뒤돌아보면 저 스스로도 의아하게 느껴지는 점이 하나 있습니다. 저는 단 한 번도 “IonQ 주가가 많이 올라 큰 투자 수익을 얻게 해주세요”, 혹은 “유튜브나 팬딩 컨텐츠 사업으로 더 많은 돈을 벌게 해주세요”라고 기도해본 적이 없습니다. 오히려 요즘 저의 기도 제목은 아주 단순합니다. “제게 지혜를 주세요.” 입니다. 마치 성경 속 솔로몬이 구했던 것처럼 말입니다. 저는 개인적으로 여러 번의 큰 실패를 통해, 제가 어렵게 일궜다고 생각했던 것들이 한순간에 0으로 돌아가는 경험도 해보았습니다. 아마 그렇기에 결국 인생에서 무언가를 얻는 것도, 잃는 것도 내 뜻대로만 되는 것은 아니라는 사실을 조금씩 인정하게 된 것 같습니다. 그래서 저는 결과 자체보다, 그 과정 속에서도 감사함과 평안을 잃지 않는 사람이 되고 싶습니다. 물론 아직 현재 저의 모습은 거기에 도달하기 위해서는 노력이 더 필요한 것 같습니다. 투자라는 세계는 인간의 탐욕과 두려움이 끊임없이 흔드는 곳이지만, 그 안에서도 중심을 잃지 않고 감사와 평안을 지켜가는 저와 투자자 여러분들이 되셨으면 합니다. 행복하기 위해 투자하는데, 투자하면서 오히려 불행해진다면 참 아이러니한 일인 것 같습니다. 돈은 결국 수단일 뿐입니다. 각자 살아가는 목적과 가치관은 다르겠지만, 무엇이 더 중요한 것인지 우선순위를 잃지 않고 살아가는 것이 결국 더 중요한 일이 아닐까 싶습니다. (사실 이 말은 제 자신에게 가장 많이 하는 말이기도 합니다.) 새 한 주가 시작되었습니다! 모두 승리하는 한 주 되시길 바랍니다. 참고로 내일은 메모리얼 데이로 미장은 휴장입니다. 감사합니다. 권중현 드림

Hey Martin, fair point on IonQ’s losses — they’ve definitely burned through cash while scaling. That said, the revenue growth is pretty striking: they just reported $64.7mm in Q1 (over 750% year-over-year), raised full-year 2026 guidance to $260–$270mm, and analysts are now projecting roughly $350–$400mm+ for 2027. Which brings us back to that March self-proclamation of yours… If IONQ clears $400mm in revenue next year, it’s the head shave, conversion to Islam, and adoption of personal pronouns. What do you think about “Wrong” and “Dude” as your new pronouns? Change is good, they say, especially when it comes with a whole new perspective. Curious to see how it all turns out! Btw - Wu-Tang!

@genejchan @quantumleap1234 i think they lost 150m last quarter

Found this gem from a few months ago Turns out not only was @Cat_States wrong about the financials of Quantinuum vs $IONQ, he was wrong by nearly an order of magnitude He was wise to not make it into a real bet tho - I'd give him that 🤣

@paullecoque @Rick101284 I think this means IONQ will be the only company to advance to phase C of DARPA’s quantum benchmarking initiative. That could unlock up to $300mm. The U.S. govt needs other quantum companies to succeed for a vibrant and diverse ecosystem hence the direct investment. @genejchan

@Rick101284 Dilution would be minimal. Could be why they needed an extension. We’ll see I guess. But no need for it so even more reason to avoid all the hassle.

As I’ve posted before - hoping IonQ is NOT on this list as reported. They don’t need the money or the government equity stake that comes with it. They’re clearly in the lead, dealing from a position of strength, and strong enough to go it alone.

@KikeSolanoPhys @Rick101284 @TechInnovationz @DesFrontierTech @HannaSuds 👀

IS QUANTUM COMPUTING READY FOR PRODUCTION? Absolutely YES. The early evidence has been tested and vaildated by our customers and partners. Our quantum-classical solutions for feature extraction outperform commercial classical solvers. DELIVERY OF RESULTS CAN BE HANDED IN A PENDRIVE? A round YES. We are now working with partners and customers to deploy industrial production of our quantum-classical surrogate technologies and services from our Kipu Quantum Hub. Which industrial sectors can profit since now? Satellite image classification, drone imaging for predictive maintenance, medical imaging for EEGs/ECGs, churn reduction for client profiling in banks and telcos, with wide applications of our quantum-classical workflows for tabular data and time series. Do you want to try it for your industry? Contact us and enjoy reading the links below! kipu-quantum.com/news/quantum-e… arxiv.org/abs/2605.19801

@mayorofoxf @carente1974 @grok @grok what movie is this

@carente1974 @grok what movie is this

@avgvalueinvest @paullecoque Honestly, the round table picks are criminally bad and repetitious. I skip the round table and go straight to the comments. 15 years ago Barrons was really good.

@quantumleap1234 @paullecoque Yeah. I don’t even read their round table. It’s literally just the same names over and over.

Quantum article in this weekend’s Barrons. $IONQ $RGTI $QBTS $QUBT $IBM $XNDU Notably $INFQ not mentioned which clearly shows the author doesn’t know the space.

@avgvalueinvest @paullecoque And stock ideas that are already up 20%+

@paullecoque That’s Barrons for you. They rarely ever talk about growth companies or emerging industries. Same blue chip stocks over and over and over.

@ATTICxRAT @IonQ_Inc @GovofCO The manufacturing facility is located in Bothell WA.

@IonQ_Inc @GovofCO R&D lab? Shouldn’t it be a manufacturing facility so you can start mass producing quantum computers? You said you will overtake nvidia by 2027?

Today we celebrate the opening of our new R&D lab in Boulder, Colorado—a city rich with tech talent and quantum innovation. Thank you to @GovOfCO Jared Polis, Boulder Mayor Aaron Brockett and the Colorado Office of Economic Development & International Trade for making this development possible. Read our full announcement: bit.ly/4dfL0sw

@Rick101284 @netcreat And Iceberg Quantum.

@netcreat Plus Kipu Quantum and Q-Ctrl. Personally I'd love to see them join forces with Q-Ctrl. Would be alot of synergies.

💯. And they are co working with Classiq, HQ, Haiqu and qBraid.

Exciting new result from IonQ's application team in collaboration with qBraid, NVIDIA showing that the CliNR partial error correction scheme already works in today's machine and reduces the logical error rate of quantum circuits used in Hamiltonian simulation. Congratulations James Brown, Jason Iaconis, Yuri Alexeev, Linta Joseph, Spencer Churchill, Kenny Heitritter, William Aguilar Calvo, Martin Roetteler, Martin Suchara

I found this nugget in the 1Q26 earnings transcript to support your theory… Niccolo de Masi (CEO): Yeah. So as I said in my script, we are targeting 10 to the minus 12 error rates as our architecture matures, and so you are going to see even lower error rates in the coming generations of systems. The other thing that we are making progress on is reducing the ratio between physical and logical qubits still further. So I think there is probably some modest upside in the public roadmap that we published last June in terms of physical and logical qubit counts accelerating a bit further, at least on the logical front.

$IONQ Tinfoil hat time. Heres why I think QDay is really 2027 under IonQs roadmap: ➡️ Iceberg Quantum, the quantum architecture company partnered with IonQ for error correction published a paper in February detailing how a 1M qubit trapped-ion computer could break encryption within 3 months. The CEO however later confirmed in an interview that Iceberg was already building a "Fast Surgery" solution specifically designed for IonQ that he believed would reduce resource requirements by another order of magnitude. If he delievers, it would therefore require about 100K qubits with three month run time. These estimates also assume that IonQs new architecture doesnt improve upon longstanding gatespeed or fidelity benchmarks for trapped-ions, which CEO acknowledged was a possibility with OI tech. ➡️ Under IonQs public roadmap, they are projecting to have 10K qubit chips in 2027. IonQ has confirmed these chips are already in development. Under IonQs public roadmap, they are also projecting to have the ability to scale these systems using photonic interconnects this year. Mihir recently noted they will be releasing a paper in the next few months confirming they have achieved the required interconnect speeds. Niccolo also noted that DARPA would not have selected IONQ under HARQ if they didnt already have these things working. So IMO QDAY will likely happen when IonQ has the ability to manufacture ten 10k chips, and link them together using its photonic interconnects. This also assumes an additional order of magnitude will be achieved (or has already been non-publicly achieved) in error correction.

@PatrickMoorhead Monday Night Football??

If you sign with Intel Foundry first, you’ll likely get a MFN deal. Tim Apple is a supply genius. Question is, who will the MFN high performance wafer customer be? Likely Nvidia. (Yes I know the deal they cut but that’s not wafers). It won’t be AMD.

$IONQ @SkyWaterFoundry shareholders approved the $1.8B IonQ merger. The sequence in 72 hours: → Wednesday - Q1 print: $64.7M revenue (+755% YoY), FY guidance raised to $260M–$270M (standalone IonQ) → Today -shareholder vote cleared What Wednesday’s call already telegraphed: tape-outs A through D complete, first ion trap samples from SkyWater “beyond critical quality metrics” for 256-qubit, $12M of commercial spend already booked in Q1. The integration wasn’t waiting on the vote. The vote ratified what was already running. Next gate: FTC Second Request compliance. Closing expected Q2–Q3 2026. Once consolidated, the next earnings cycle rewrites IonQ’s topline math. The first vertically integrated quantum platform clears its institutional gate. 🔗 tradingview.com/news/urn:summa… $IONQ $SKYT #IonQ #SkyWater

@TechInnovationz @DesFrontierTech @Rick101284 @genejchan @paullecoque @ShawnKwon11 👀👀

@TechInnovationz @IonQ_Inc @DanKlamm is the Skywater shareholder approval of the merger agreement official? If so, please share the good news!

@paullecoque You should add $IONQ so interested investors can find your thoughtful posts.

Wedbush Securities maintains a bullish outlook on IonQ having raised its price target to $75 from the previous $60, while maintaining an Outperform rating. Key Takeaways from the Wedbush • Target Raise: The price target was lifted to $75 based on strong Q1 2026 results and a robust outlook. • Growing Revenue/Pipeline: Wedbush cited IonQ's expanding remaining performance obligations (RPO), which reached $470 million, and strong customer adoption of quantum networking and computing products. • Cross-Selling Success: Analysts noted that approximately one-third of IonQ's revenue is derived from customers purchasing multiple products, suggesting effective cross-selling and deepening ecosystem adoption. • Increased Guidance: Following strong Q1 2026 results (which saw a 755% year-over-year revenue increase to $64.7 million), IonQ raised its full-year 2026 revenue guidance to $260M - $270M, up from previous projections of $225M - $245M. The updated target reflects confidence in IonQ’s "trapped-ion" architecture as it shifts from research to commercial application, with Wedbush emphasizing potential for more "beats and raises" throughout 2026.

@paullecoque What is the disconnect between the 1Q26 results/earnings call and the negative after hours share price action?

IonQ’s Sing: “More customer announcements coming for Tempo and 256 system. Customers are buying our platform.”

@errrrK No! That’s good living!

Avs playoffs and Ken Burns American Revolution - does it get any better folks?

@MJBiercuk @qctrlHQ @IBM Congrats! What an exciting breakthrough for the quantum industry. Looking forward to seeing what new discoveries are unlocked for mankind. Have fun in Bean Town (Boston)!

IT'S HERE! @qctrlHQ & @IBM bring you Practical Quantum Advantage! A real problem that people pay actual $ to solve today is 3000X faster on a #quantumcomputer than the industry-standard alternative Positive ROI is here for quantum! q-ctrl.com/blog/q-ctrl-de…