— Kraken Robotics underwater technology and defence sonar thesis building. Watching for contract catalysts to confirm the move.
This portfolio is built around long-duration themes:
⚡ AI Infrastructure
☁️ NeoCloud
🚀 Space Economy
⚛️ Quantum
🔋 Energy Transition
🤖 Robotics
🧬 AI Healthcare
Volatility is noise. Execution + patience is the edge.
Not financial advice.
QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.
$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.
$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.
$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.
$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.
$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.
$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.
BIG TECH
$IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here.
$GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in.
$MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era.
$AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today.
$NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of.
$INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important.
$HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard.
$BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum.
SEMICONDUCTOR & INFRASTRUCTURE
$GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows.
$MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack.
$AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system.
$TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM.$ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production.
QUANTUM NETWORKING / OPTICAL / SECURITY
$CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there.
$NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle.
$LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined.
$AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously.
$COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.
THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL$PLTR$NVDA$COHR
Chips
→ $TSM$ASML$AMD$MU$SNDK
Space
→ $RKLB$ASTS$LUNR$RDW$PL
Crypto
→ $COIN$BTC$ETH$SOL
Energy
→ $GEV$CEG
Drones
→ $ONDS
Nuclear
→ $CCJ$OKLO$VST$SMR
Defense
→ $KTOS$AVAV$AMTM
Robotics
→ $SYM$TSLA$ISRG
Batteries
→ $TE$EOSE$QS$FLNC
Quantum
→ $QBTS$IONQ$RGTI$INFQ
Healthcare
→ $NVO$UNH$HIMS
Data Centres
→ $IREN$CIFR$NBIS$CRWV
Critical Minerals
→ $TMQ$UUUU$CCJ
The next decade won’t be won by picking one sector.
It’ll be won by understanding how they connect.
AI needs chips. Chips need power. Power needs nuclear. Nuclear needs uranium. Uranium needs miners.
It’s all one trade — just different layers.
Know the map. Size accordingly.
Not financial advice.
Quantum is one of the best performing sectors in market today as government is planning to spend $2 billion toward quantum technology and research. Strong momentum is coming back into quantum names as investors are positioning early for the next major technology cycle.
$IONQ$RGTI$QUBT$QBTS$INFQ$BTQ$ARQQ
$2B Quantum Shock Wave Just Hit
The Trump administration is awarding $2 billion in grants to 9 quantum computing companies — WITH government equity stakes attached.
Here’s who’s getting funded:
$IBM — $1 billion (anchor deal)
$GFS — $375 million
$QUBT, $RGTI, $INFQ — ~$100M each
Atom Computing, PsiQuantum, Quantinuum — ~$100M each
Diraq — $38 million
Why this matters:
→ Funded via the CHIPS & Science Act
→ U.S. gov takes a minority equity stake in EACH company
→ Commerce Dept already owns ~10% of Intel — this is the playbook
→ Executive order on quantum reportedly coming
→ IBM CEO compares quantum NOW to where AI chips were a decade ago
The thesis: Quantum + AI convergence is a national security priority. The government is betting across multiple approaches (superconducting, photonics, neutral atom) to spread risk.
$IONQ$RGTI$QUBT$INFQ are the publicly traded names in the crosshairs.
This sector just got a sovereign-backed tailwind. 🇺🇸
Not financial advice.
$IONQ +15% today
Main catalyst:
SkyWater merger approval gives IonQ stronger quantum chip manufacturing control and scalability potential.
Quantum sector momentum remains very strong:
$IONQ$QUBT$RGTI$QBTS
Market is starting to treat quantum as the next major infrastructure wave after AI.
10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell Technology | Custom AI silicon + data center networking. ASIC tailwinds from Amazon, Google, Microsoft. Long runway ahead.
$MXL — MaxLinear | High-speed optical & broadband chips. optical networking demand is accelerating fast.
$AAOI — Applied Optoelectronics | 400G/800G transceivers for hyperscalers. Pure-play on the AI optical boom. Small cap, big leverage.
$AXTI — AXT Inc. | Makes the InP & GaAs substrates photonics runs on. The picks-and-shovels play nobody’s talking about.
$INOD — Innodata | AI data services powering enterprise AI pipelines. Profitable, growing, and still flying under the radar.
$RKLB — Rocket Lab | Full space stack — launch + spacecraft. The most execution-focused name in the entire space sector.
$IREN — IREN Ltd. | Pivoting hard into AI cloud compute. Low-cost power + GPU infrastructure = serious optionality.
$IONQ — IonQ | Trapped-ion quantum computing. Early innings, but government contracts + commercial deals are stacking up.
$OKLO — Oklo | Micro-fission nuclear reactors purpose-built for the AI power crisis. Long-duration, asymmetric upside.
Not financial advice.
The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is officially done, & we are now onto Phase 2:
PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.
$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.
$MU - High bandwidth memory essential for AI servers & large scale compute.
$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.
$INTC - Domestic semiconductor and AI infrastructure turnaround play.
PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)
$IREN - AI focused data center expansion securing scalable power for next-gen compute.
$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.
$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.
$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.
$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.
PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)
$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.
$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.
$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.
$ASTS - Space based connectivity enabling future autonomous and AI communication systems.
$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.
PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)
$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.
$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.
$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.
$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.
$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.
The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.
Save this to look back on later…
Quantum Computing watchlist.
The sector is heating up and the pure-play names are worth knowing.
$IONQ — The blue chip of pure-plays. $130M revenue in 2025, guiding $225-245M for 2026. Cloud partnerships with AWS, Azure & Google. Most liquid, most institutional of the group.
$RGTI — Full-stack superconducting quantum. Air Force contracts, hybrid classical-quantum roadmap. High beta, high upside.
$QBTS — D-Wave’s annealing architecture is the most commercially mature. FY2025 revenue up 179% YoY to $24.6M. First Investor Day June 2026. Strong risk/reward in the group.
$QUBT — Smallest, highest beta. Photonics/entropy-based architecture. Deep speculative — dilution risk is real.
$ARQQ — Quantum-safe encryption play. Software/security layer of the quantum stack. Different risk profile than hardware names.
$INFQ — Most interesting new entrant. First neutral-atom quantum company to go public recently . $32.5M revenue in 2025, guiding $40M for 2026. NASA, DoD & NVIDIA partnerships. Most fundamentally credible of the smaller names.
$XNDU — Xanadu. First pure-play photonic quantum company to go public recently . Room-temperature light-based architecture — no supercooling needed. PennyLane open-source platform has 160K+ monthly downloads. Partners include Lockheed Martin, AMD & Applied Materials. Q1 earnings drop May 14. Pure narrative + capital flow momentum play right now — revenue is early stage but the photonics angle is real.
This basket trades like a speculative playground — 10-15% swings on no news are normal. Science is advancing faster than revenue. Revenue faster than profit. Speculative sleeve sizing only.
Not financial advice.
6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention from investors looking ahead:
AI Energy — Data centers are power-hungry and the grid isn’t ready. Companies bridging that gap stand to benefit enormously. Watching $CEG, $BE , $VRT, $GEV, $OKLO, and $NNE.
Quantum Computing — Still early-stage and high-risk, but the commercial timeline is compressing faster than most expect. Key names: $IONQ, $RGTI, $QUBT, $INFQ , $XNDU .
eVTOL — Urban air mobility has real regulatory momentum now. Certifications are coming. $JOBY, $ACHR, and $EVTL are the ones to track.
Rare Earth & Critical Minerals — The overlooked bottleneck in every supply chain — AI hardware, EVs, and defense systems all depend on these materials. $MP, $USAR , $UAMY, $TMC , $NB
Robotics — Physical AI is accelerating. The next compute deployment layer won’t just be in the cloud — it’ll walk, drive, and build. Watching $SERV , $TSLA, $ISRG, $RR, and $NVDA as the picks-and-shovels play.
Space — Launch costs have collapsed. Satellite-based connectivity, Earth observation, and defense applications are scaling fast. $RKLB, $ASTS, $LUNR, $PL, and $RDW remain my core watchlist.
Capital rotates toward constraint. These six sectors sit at the intersection of scarcity and exponential demand.
Not financial advice.
Quantum Could Be Setting Up for a Comeback - The sector has been beaten down, but fresh developments and renewed interest are starting to bring momentum back.
Names to watch:
$IONQ$QBTS$RGTI$BTQ$XNDU$INFQ
Overnight momentum continues to build across high-growth themes:
Quantum names pushing higher — $QBTS +4%, $IONQ +3%, $QUBT +3%, $RGTI +2% — showing sustained speculative interest.
Nuclear energy catching strong bids with $SMR +5% and $OKLO +3% as the energy-AI narrative strengthens.
$HIMS stealing the spotlight, surging 10%+ on FDA catalyst tied to peptide drug regulation shifts.
Fintech stays hot with $HOOD +3% after SEC greenlights removal of day trading restrictions — a major retail tailwind.
Risk-on sentiment remains firmly in control.
@ShitcoinMaxi_ $ALRIB is my favorite for that sector, especially now that markets found out $MSFT Quantum buys from them.
It's still a bit early, but the machine sellers benefit from the entire R&D capex cycle today and you don't need to pick between $IONQ, $RGTI, $QBTS, $GOOGL or others winning.
Quantum Stocks EXPLODING after Nvidia’s latest AI move
$NVDA
Nvidia just dropped a game-changing development — new AI models designed specifically to accelerate quantum computing ⚛️
Here’s what’s happening 👇
🔹 Nvidia introduced its “Ising” AI models
→ Focus: quantum error correction + system calibration
→ Result: faster, more accurate quantum processing
🔹 Market reaction was immediate:
$IONQ +15–20%
$RGTI +10%+
$QUBT +13%
$XNDU + 86%
🔹 Why this matters:
AI is becoming the control layer for quantum systems — turning fragile qubits into scalable machines (https://t.co/ubdnld9Ygl Philippines)
🔹 Bigger picture:
This is not just a rally — it’s AI + Quantum convergence
→ Nvidia positioning itself as the bridge between classical + quantum computing
→ Potential early-stage “next AI trade” narrative forming
Most quantum stocks are still down YTD and remain highly speculative (Investopedia)
We may be entering Phase 2 (Recognition) of the quantum cycle
→ News-driven spikes now
→ Real monetization still ahead
Watch closely:
$IONQ$RGTI$QBTS$QUBT$NVDA
This could turn into the next high-beta AI extension trade
QUANTUM COMPUTING — THE NEXT BIG TECH WAVE
The quantum race isn’t coming — it’s already here.
→ $1.9B market in 2025
→ Heading toward $9B+ near term
→ Long-term potential: $45B–$131B
→ $55B+ already invested globally
Why it matters:
AI is hitting limits. Quantum is the next unlock.
Governments, defense, finance, and pharma are already deploying early use cases.
The opportunity spans multiple layers:
Large caps: $MSFT$GOOGL$IBM
Pure plays: $IONQ$QBTS$RGTI
Emerging bets: $QUBT$ARQQ
Diversified: $QTUM
Other: $BTQ$LASE$XNDU$INFQ
⚠️ Reality check:
This is a high-risk, long-term sector
• Many companies are pre-profit
• Dilution risk is real
• True scale likely later this decade
Quantum today feels like AI in 2018 — early, volatile, but transformational.
The window is open… not for long.
10 Stocks to Watch in This Market (High Beta + Next-Gen Themes)
Momentum is still rotating around AI infrastructure, quantum computing, energy, and retail risk-on trades. These are the names I’d keep on radar right now:
$APLD — AI data center expansion + high beta infrastructure play
$IREN — Bitcoin mining + AI compute pivot narrative
$OKLO — next-gen nuclear energy tied to AI power demand
$IONQ — leader in trapped-ion quantum computing
$RGTI — quantum hardware race with strong speculative momentum
$QBTS — pure quantum software/hardware hybrid exposure
$HOOD — retail trading + crypto + options flow sensitivity
$OPEN — turnaround / sentiment-driven housing tech name
$BULL — leveraged sentiment play, extremely high volatility, retail trading
$QS — solid-state battery story, long-duration EV upside
25 Growth Stocks Poised to Be Big Winners -
$IREN – AI infrastructure backbone
$IONQ – quantum computing leader
$RKLB – next-gen aerospace launch
$ASTS – space-based connectivity
$NBIS – emerging NeoCloud play
$SOFI – fintech disruptor
$EOSE – long-duration energy storage
$ONDS – wireless + drone networks
$QS – solid-state EV battery innovator
$OKLO – small modular nuclear energy
$HIMS – digital health platform
$OSCR – tech-first insurance model
$ZETA – AI-driven marketing data
$ADUR – chemical recycling tech
$AAOI – photonics infrastructure
$CLPT – neuroscience breakthrough
$PATH – enterprise automation + AI
$JOBY – electric air mobility pioneer
$MP – critical rare-earth supply chain
$KTOS – autonomous defense
$RR – robotics + automation
$ABCL – AI-powered drug discovery
$GLXY – digital asset + fintech
$TE – solar + battery ecosystem
$SOUN – voice AI platform
Theme is clear:
AI • Energy • Aerospace • Automation • Infrastructure
Capital is rotating into the future — and these are the companies building it.
Stay early. Stay positioned.
Little introduction for new followers.
I’m 29 years old and currently work as a Commercial Director for a large corporation. I hold a Master’s and an MBA in Economics and Strategic Business Management.
I first came into contact with investing at university. I landed a student job working for investment banks, where I wrote the company reports they required to update price targets. I learned about the algorithms they use and how they make decisions; in fact, I spent more time learning about companies and sectors than I did in college.
During this period, I made my first investments—mainly in large caps like Microsoft, Holcim, and L’Oreal.
When I started my first full-time job, I stopped doing investment research. I simply didn't have the time to do the necessary due diligence. AI wasn't a tool back then, so research was far more time-consuming than it is today.
My career began in Finance, moved to Purchasing, then Marketing/Sales, and recently I was promoted to Commercial Director. I’m very proud of my career trajectory, especially at my age.
With the advent of AI, I’ve picked up my research again. I’ve now beaten the S&P 500 four years in a row. My research got me into $PL, $HOOD, $PLTR, $IONQ, and $RKLB early.
I have an analytical mind which helps me in both my job and my research. As an economist, I now lead an engineering team as well. They are far more technical than I am, but I have a specific gift.
Asking the right questions.
I can’t teach them the technical side, but I can challenge them by asking the right questions.
The same applies to investment research now. It used to be about your ability to find information. Now, it’s about your ability to ask the right questions.
I will always be transparent here and share my own research and transactions. I’ll reply to as many of your questions as possible, but with a busy schedule, please bear with me.
On a final note, my wife is currently pregnant with our first child. We are expecting him on 22/04. I’m incredibly proud of her; she always supports my career and side projects. I couldn’t do this without her.
Thanks for joining me on this investing journey. I hope we can learn and grow together.
High-Conviction Long-Term Buying Zone
$SOFI – Fintech growth + profitability expansion story (analysts still see solid upside despite volatility)
$HIMS – Disrupting healthcare + strong recurring revenue model
$IONQ – Pure quantum computing play (high risk, massive upside)
$IREN – AI + Bitcoin + data center convergence
$OKLO – Nuclear/energy future bet (early but huge TAM)
Expect volatility, but these are “buy fear, hold years” setups.
@prospero_ai Thanks for the info. I’m using the app 👍🏼
Might be a similar story as with $IONQ. I bought them at $21, sold them at $42. After that the stock jumped to $84. But they are now back at $28.
So have to trust my research and gut feeling on this.
preskill new quantum company Oratomic
neutral atom array could crack ECDLP with ~100k physical qubits (we're basically here today)
in one shot these guys leaped over every competitor? $IONQ$RGTI$QBTS 😂
9. $IONQ - 3Y revenue CAGR: 67.8%
IonQ is a College Park-based tech company building high-performance, trapped-ion quantum computers to solve the world's most complex problems. https://t.co/6GBFntKHpB
$IONQ double beat and 5% post-earnings pop confirm that quantum is transitioning from a science experiment to a commercial reality.
First, they hit a historic milestone: becoming the first quantum company to smash the hundred-million-dollar revenue ceiling, driven by massive commercial demand.
Second, their U.S. foundry acquisition creates a powerful supply chain moat, cementing them as a trusted government partner.
Third, their global footprint is expanding rapidly via major international deployments.
Finally, they are evolving into a complete full-stack provider across computing, networking, and sensing, all backed by a massive multi-billion-dollar war chest.
This current market pullback has now officially entered April 2025 levels in terms of downside in growth stocks…
$BMNR -73%
$IONQ -65%
$ONDS -53%
$IREN -39%
$CIFR -56%
$ASTS -31%
$HOOD -54%
$CRWV -37%
$RKLB -34%
$META -17%
$PLTR -34%
$EOSE -31%
$NVDA -17%
Take advantage of these pullbacks, & look away.
You’ll thank yourself later on that you ignored the panic, and took advantage of the opportunity.
Bookmark this…
Quantum Computing
Regetti $RGTI -63%
Quantum $QUBT -63%
D-Wave $QBTS -60%
IonQ $IONQ -55%
*Drawdowns since October. The market crashed internally, with a focus on momentum, and tertiary speculation plays. Just 48% of NYSE stocks are > their 200-day moving average.
