Quant(um)

@DeepValueBagger @otigart DVB still any interest in $INFQ ?

@otigart It's one of my favorite holding.

One of my multibaggers $RKLB, medium position in portfolio, Q1 looking good,63% yoy increase. Flawless execution

This was an incredible interview with @NiccoloDeMasi @IonQ_Inc Confident, clear, concise So excited for the entire sector over the next few years🥂

Another highlight recently from $INFQ is their partner ship with Safran (whos market cap is $150B) Why this matters: The integrated system leverages Infleqtion’s Tiqker™ to generate a laboratory-grade time reference and Safran’s White Rabbit (WR) protocol to distribute that time across networks without losing precision. Tiqker™ Quantum Optical Clock Unlike traditional atomic clocks that use microwaves (GHz), Tiqker™ uses optical frequencies (THz). Because its "ticks" are approximately 10,000 times faster than microwave clocks, it provides vastly superior precision and stability. It is also 70% lighter and consumes 14% less power than standard laboratory-grade atomic clocks

Another expectation I have for $INFQ @infleqtion earning with be more coverage being initiated!! And with that I assume more price targets around $20-30 with initiated buys from a few larger institutions! So far so good

Haha a few things, share unlock (which hopefully has been absorbed for the most part) then they need to give insight into when they revenues are being collected, give insights into rev from qc sales. And then do a better job of explaining their tam, highlighting RPOs, and much more

@MyQuant_um @infleqtion Then why the stock still down down down down and keep downing

Such an incredible start to the first year being public for @infleqtion $INFQ Major 2026 Government Contracts •NASA Quantum Gravity Mission: Infleqtion is a key collaborator on NASA’s Quantum Gravity Gradiometer Pathfinder mission, which has secured over $20 million in contracted funding to date. •DARPA Multistaq Award: In April 2026, the company won a $2 million contract to develop Multistaq, a platform for heterogeneous quantum systems that optimizes performance across different qubit modalities. •U.S. Navy (QuIRC): Awarded a $1 million Phase II contract in April 2026 to advance its Quantum-Inspired Rapid Context (QuIRC) machine learning platform for radio frequency (RF) signal processing. •U.S. Army (CML): Secured a $2 million contract for Contextual Machine Learning (CML) to provide resilient navigation and timing data in GPS-denied environments. •Department of Energy (ARPA-E): ◦QC3 Program: Selected in March 2026 for $3.9 million to apply quantum algorithms to chemistry and materials science, specifically high-temperature superconductors. ◦ENCODE Program: Currently executing a $6.2 million contract focusing on quantum-enhanced energy grid optimization. [1, 3, 4, 5, 6, 7, 8, 9, 10] Commercial & Strategic Partnerships •Safran Electronics & Defense: In April 2026, Infleqtion launched its first commercial quantum-enabled precision timing solution (utilizing the Tiqker optical clock) through this partnership. •National Quantum Computing Centre (UK): Delivered the UK's first operational 100-physical qubitquantum system in March 2026. •NVIDIA: Continuing collaboration on materials science applications using logical qubits, powered by NVIDIA’s CUDA-Q platform. •Voyager Technologies: A strategic partnership to advance dual-use quantum technology for low-Earth orbit missions. [, 3, 4, 5, 6] Infleqtion also recently expanded its software partnerships with Sandia, Lawrence Berkeley, and Fermi National Accelerator laboratories to deploy its Superstaq platform for federal research.

@genejchan 🙈🙈🙈

@MyQuant_um It's bound to happen imo - just a matter of time...

Could it be that $IONQ has been secretly working with a frontier model or hyperscaler? 👀

Also have been asked why would a customer choose $INFQ @infleqtion Key Products with Demonstrated Advantages: •Quantum Sensors & Inertial Navigation (High-BIAS2): These tools provide extreme precision in measuring time, motion, and fields. They are used in GPS-denied environments for navigation, with early demonstrations producing accelerometers with \(10,000\times\) performance gains and magnetometers with \(100\times\) improvements. •Quantum RF Systems & Atomic Clocks: Infleqtion’s atomic clocks and radio frequency (RF) systems offer superior performance to traditional cesium beam clocks and GPS. These are already deployed in 19-inch racks with plans for smaller, handheld, and satellite-mounted versions. A quantum timing solution in collaboration with Quantum Corridor showed up to \(40\times\) improvement over conventional GPS timing. •Q-CHOP Algorithm (Finance): The Quantum Constrained Hamiltonian Optimization (Q-CHOP) algorithm, co-developed with JPMorgan Chase and NVIDIA, provides improved portfolio construction. Using 14 years of S&P 500 data, it achieved higher risk-adjusted returns (0.99 Sharpe ratio vs. 0.88) and up to \(42\times\) speedups compared to traditional methods. •Contextual Machine Learning (CML): CML software, which operates on CUDA-Q, offers superior performance in fusing sensor, temporal, and contextual data for real-time decision-making.

Ive been asked why $NVDA would partner with $INFQ and how it generates revenue! The main reasoning would be Infleqtion is using Nvidia gpus to deploy their software! “We’ve started to actually deploy our software on Nvidia’s GPUs and monetize that in the form of edge-deployed sensors for the Army and the Navy, allowing them to ingest either real-time streaming data from sensors or real-time RF streams that would normally overwhelm an edge GPU,” he said. “It’s been incredible to see a quantum-inspired software loaded onto classical GPUs and showing performance advantages” -Kinsella

$INFQ $NVIDIA @infleqtion Other than QC, Infleqtion’s other technologies also work very well with Nvidia Core Technology Integration The partnership centers on porting Infleqtion's quantum-developed software onto NVIDIA Jetson edge-deployed GPUs. This enables edge systems to ingest and process high-velocity data streams that would typically overwhelm standard classical hardware. •Contextual Machine Learning (CML): Infleqtion has integrated its CML framework into the Jetson platform. CML uses quantum-inspired "contextuality" to help AI better track patterns over time and fuse data from multiple disparate sources simultaneously. •Rapid Data Ingestion: The collaboration allows for the processing of real-time streaming data from sensors or Radio Frequency (RF) streams at the edge with significantly higher efficiency

@nvidia hasnt invested in any of the public quantum companies yet… if they were to take an equity stake in any of them, the choice would be clear!! They would go with who they have already partnered with many times!! $INFQ @infleqtion

@StonkChris Kinda feeling like this will he $INFQ THE NEXT COUPLE WEEKS

Good luck to anyone bearish on $OKLO and the nuclear energy theme moving forward. Dear God…what an absolute monster of a chart.

@CaesarCapitalz I almost sold my bmnr today…. Were going up

I’m getting tired of holding $COIN, $SBET, $BMNR, and cryptos… This means we are close to the crypto bottom 😂

@zak_faz49411 Was just already priced in my guess, its basically flat for the week

@MyQuant_um down -10%... what a sell the news moment. Is it because of sector compression or the crazy ass burn?

$65m!!!!!! $IONQ

@Shim24688742 Haha thats okay, not worried about the day to day! All these upgrades are for prices a year from bow

@MyQuant_um Correct, but IONQ share price taking a battering today

Sooo many upgrades and buy rating for $IONQ this morning! And from big big firms too! Excited times

@DekmarTrades Its called $INFQ 🤭

Okay, everyone lets find the next $SNDK now.

@markfielding99 @Polvah Was a great watch!!!

@Polvah Yep. My interview with their CEO Matthew Kinsella - thinkingonpaperpodcast.substack.com/p/gps-is-faili…

Everyone is buying $INFQ as a quantum computing stock They're missing the real story $INFQ has a product called Tiqker. It's not a quantum computer. It's an atomic clock. And it might be the most important defense technology. Here's why Every military submarine in the world has the same problem. Once it goes underwater, it loses GPS. It navigates blind (relying only on onboard clocks and sensors) Traditional atomic clocks accumulate drift. One hour underwater. Two hours. Ten hours. The errors compound. In a long mission, navigation becomes unreliable. This is the reason submarines surface more often than they should. Every surface is a risk. Tiqker solves this. "It uses lasers tuned to the natural quantum oscillation of rubidium atoms, one of the most stable and consistent 'ticking' mechanisms in nature." It fits in a standard electronics rack. It survived flights in the UK. US Army ground vehicles in New Mexico. And a drone submarine underwater, at depth, through multiple dives. "Tiqker operated happily through these conditions, which is unheard-of for previous generations of optical clocks." In October 2025, $INFQ deployed Tiqker on the Royal Navy's Excalibur submarine. First time in history a quantum optical clock operated underwater on an autonomous vehicle. $INFQ was the first external technology partner ever invited to the XCal program. The Royal Navy doesn't invite companies they don't trust. Now zoom out. Russia is jamming GPS across Eastern Europe. Iran has demonstrated GPS spoofing capabilities. The Middle East conflict has made military GPS a primary target. GPS denial is not a future threat. It's happening right now. Every Navy in the world needs what $INFQ is building. Not in five years. Now. And the market is pricing this as a quantum computing story. > $32.5M in real revenue in 2025 > $40M guided for 2026 > NASA contract > DARPA contract > Royal Navy. US Army. US Navy. The quantum computing angle gets the headlines. The atomic clock is the business. $INFQ