Who mentions $QUBT most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $QUBT most — 38 mentions in the past 12 months.

When was $QUBT first mentioned on Surfaced?

The earliest tracked mention of $QUBT in the Surfaced archive was on Oct 22, 2025.

How many voices track $QUBT?

17 FinTwit voices have mentioned $QUBT 69 times in the past 12 months.

What kind of voices mention $QUBT most?

$QUBT is mentioned most by Long Research voices on Surfaced.

$QUBT — FinTwit mentions on Surfaced

Recent mentions

70 mentions

@acinvestorblogJun 30, 2026 · 5:24 PM

$QUBT Getting very tight in here. Explosion to upside soon? On watch. https://t.co/MMcgEvAQJv

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@investmentguru_Jun 23, 2026 · 10:57 PM

QUANTUM COMPUTING: THE NEXT TRILLION-DOLLAR TECHNOLOGY RACE? AI created some of the biggest winners of the decade. Could Quantum Computing be next? This week, President Trump signed an executive order aimed at accelerating U.S. quantum computing development while strengthening defenses against future quantum cybersecurity threats. That matters because it signals something important: The U.S. government is now treating Quantum Computing as a strategic technology alongside AI and semiconductors. We’re still early. Think of quantum today like AI before ChatGPT or the internet in the late 1990s. The technology is real. The opportunity is massive. The winners are not yet known. Quantum Platform Leaders $IBM $GOOGL $IONQ $RGTI $QBTS $QUBT $HON Quantum Hardware & Chips $INTC $HOLO Quantum Security $ARQQ $LAES Quantum Infrastructure & Storage $QMCO $WIMI Key themes to watch: • Government funding and defense contracts • Breakthroughs in error correction • Commercial adoption in drug discovery and AI optimization • Rising demand for quantum-safe cybersecurity The biggest lesson from AI? Most investors focused only on software. The biggest gains ended up spreading across chips, networking, cloud infrastructure, memory, power, and data centers. Quantum may follow the same path. I’m not saying the quantum revolution is here today. I am saying the race has started. And the companies building the ecosystem today could become tomorrow’s technology leaders. AI built the runway. Quantum could be the next frontier.

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@nezih_gokayJun 23, 2026 · 4:49 AM

ÇOK GÜZEL BİR MİKRO HİSSE BULDUM 4 - ABD - $QUBT Herkes milyar dolarlık çip fabrikalarını konuşurken kuantum çiplerini oda sıcaklığında çalıştırıp tüm kuralları yıkan o gizli dev: $QUBT Klasik bilgisayarların ve veri merkezlerinin yapay zekayı kaldıramayacağı bir son olacak mı? Ben en çok bunu merak ediyorum. Bu şirket bu soruyu çoktan cevaplamaya başlamış. 🔵Kuantum bilgisayarların en büyük problemi eksi yüzlerce derecelik dondurucu soğutma ihtiyaçlarıdır. $QUBT tescilli Dirac-3 kuantum optimizasyon platformunu Kuzey Amerika'nın ticari ağı olan Quantum Corridor'e başarıyla yerleştirdi. Hedefleri oda sıcaklığında çalışan fotonik kuantum bilgisayarı ticarileştirmek. 🔵Küçük teknoloji şirketlerinin en büyük sıkıntısı nakit tükenmesidir. Şirketin kasasında tam 1.4 milyar dolar nakit ve kısa vadeli yatırım var. Bu devasa nakit gücü, şirkete Fab 2 seri üretim fabrikasını kurması ve Ar-Ge yatırımlarını %133 artırması için sonsuz bir hareket alanı sağlıyor. 🔵Şirket harika bir çeyrek geçirdi. Q1 2025'te sadece 39 bin dolar olan çeyreklik gelir 3.7 milyon dolara fırladı. Analistlerin 3.13 milyon dolarlık beklentisini darmadağın ettiler. EPS ise -$0.02 gelerek beklentilerden çok daha az zarar bildirdi. 🔵Şirket, çeyrek içinde Luminar Semiconductor (LSI)'ı 110 milyon dolara ve kuantum iletişim lideri NuCrypt'i bünyesine katarak kendi çip fabrikasını (Fab 1) kurdu. Artık ince film lityum niobate (TFLN) tabanlı entegre fotonik kuantum çiplerini kendileri üretiyorlar. Yani büyüme tesadüf değil. Bu hisseyi de takip listemize alıyoruz.😊 (Görsel Midas'tan alınmıştır)

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@investmentguru_Jun 20, 2026 · 12:34 PM

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@investmentguru_Jun 14, 2026 · 6:59 PM

QUANTUM looks interesting at this point. $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.

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@itsmichaelluuJun 9, 2026 · 10:52 AM

2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+ This year, President Trump put $2 billion on more quantum stocks. Here's 6 stocks exactly like $IONQ: 1. $RGTI — Rigetti Computing Builds full-stack superconducting quantum computers via the cloud. Catalyst: $35M investment from Quanta Computer + DARPA contract Customers: AFRL, DARPA, U.S. Air Force, Quanta Computer 2. $INFQ — Infleqtion Makes neutral-atom quantum computers AND precision quantum sensors. Catalyst: Up to $100M U.S. government equity investment Customers: DoD, DARPA, NASA, $NVDA, $LMT, U.S. Navy 3. $GFS — GlobalFoundries The semiconductor foundry now manufacturing chips for quantum hardware. Catalyst: Just launched Quantum Technology Solutions + $375M U.S. award Customers: $GOOG, $MSFT, NVIDIA, PsiQuantum, Quantinuum, U.S. Government 4. $QUBT — Quantum Computing Inc. Builds photonic quantum hardware and cloud-based quantum software. Catalyst: Acquiring photonics assets to scale production platform Customers: Government agencies, research institutions, defense contractors 5. $ARQQ — Arqit Quantum Provides quantum-safe encryption software for governments and enterprises. Catalyst: $INTC partnership encryption pre-installed in Intel TDX chips Customers: Governments, militaries, telecom operators, defense organizations 6. $IBM — IBM Tech giant with 90+ deployed quantum systems and the world's top quantum software. Catalyst: $10 billion quantum investment commitment announced June 2026 Customers: Cleveland Clinic, RIKEN, $DELL, Airbus, U.S. Naval Research Lab, DESY ♻️ RESHARE this post and write 1 comment, I'll share with you my favorite play to get and my 1000% call to buy.

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@investmentguru_Jun 7, 2026 · 2:31 PM

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post. $IONQ $QBTS $QUBT $INFQ

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@itsmichaelluuJun 7, 2026 · 2:04 PM

The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-2025 chips · memory · connectivity $NVDA → Designs the GPUs every AI model trains and runs on. $MU → Makes high-bandwidth memory inside every AI server. $COHR → Moves data at light speed between GPUs optically. $MRVL → Custom silicon connecting every chip in a hyperscaler's cluster. $AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly. $AMD → Only credible GPU rival to NVDA for AI training. PHASE 2 — The grid gets built (2026–2027) power · cooling · networking $IREN → AI-native data centers built to scale compute and power. $WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads. $VRT → Cooling and power systems keeping AI data centers running. $ETN → Electrical gear powering every hyperscale AI facility being built. $CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands. $ANET → High-speed switches moving massive AI workloads across GPU networks. $GEV → Gas turbines physically delivering power to data centers. $SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density. PHASE 3 — The massive bottleneck (2027–2029) materials · space · autonomy $MP → Mines rare earth materials used in AI hardware and defense. $USAR → Domestic minerals securing U.S. AI manufacturing independence. $ASTS → Satellites delivering AI connectivity to every corner of Earth. $RKLB → Low-cost rockets launching satellites powering AI communication networks. $KTOS → AI-driven autonomous weapons systems entering mass military deployment now. $TSLA → Leads real-world AI through robotics, autonomy, and manufacturing. $SYM → AI-powered warehouse robots automating global logistics at scale. $ALAB → Chip packaging bottleneck — critical past 100K GPU nodes. $PLTR → Software turning AI compute into defense and enterprise decisions. PHASE 4 — Full automation (2030+) platforms · agents · quantum $MSFT → Deploys AI agents across every enterprise software product it sells. $GOOGL → Controls AI search, cloud, and consumer distribution globally. $META → AI assistants across 3 billion users in social and commerce. $CRM → AI agents inside enterprise sales — 150K customer moat. $NOW → AI workflow OS for Fortune 500 enterprises. Quantum $IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs. ♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

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@photonbullJun 3, 2026 · 2:47 AM

Quantinuum $QNT prices Wednesday night and trades Thursday on the NASDAQ, upsized to 26.5M shares at 53 to 55 dollars for a raise near 1.46B and a valuation around 14B. That makes it the second most valuable listed quantum name behind $IONQ at roughly 27B, ahead of $QBTS near 11B. This is the first traditional IPO for a full stack quantum company and it lands with long only institutional demand rather than a SPAC float, which is exactly the kind of anchor event that drags an entire theme into focus. We saw this script run twice already. $DGXX caught a bid into the $CBRS listing and $SPCX is pulling the broader space complex along with it. A large IPO reprices the whole sector because it forces every allocator who missed the deal to find liquid public exposure to the same thesis, and the small caps are where the hype can get crazy (see $MNTS $ASTI $SPCE). Watch the quantum names like $IONQ $RGTI $QUBT $ARQQ $LAES $BTQ and $HQ. The mechanism is not fundamentals on the day, it is positioning and scarcity. People will try to frontrun the IPO through names like these, which makes them very tradeable. Would not recommend size on this, as it is very risky and not comfortable to hold long term if you have to.

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@itsmichaelluuJun 2, 2026 · 7:04 PM

In 1 month, $INFQ doubled from $10 → $20 so far. Most don't know they're losing 6x more money than in 2025. Trump is pumping these quantum stocks right now: 1. $IBM Trump's $1B quantum foundry bet makes IBM the undisputed sector anchor. 2. $RGTI CHIPS Act winner, $NVDA partnership; government credibility just got confirmed. 3. $INFQ Direct $100M federal recipient; Trump's portfolio now includes this pure-play. $AMZN is customer 4. $GFS $375M Trump quantum foundry grant makes GlobalFoundries America's quantum backbone. 5. $QUBT Photonic architecture darling; raised $1.25B war chest to scale aggressively. 6.$ARQQ Quantum encryption play surged 25% on sector-wide government funding signal. 7. $IONQ 755% revenue growth, $470M backlog, defense contracts accelerating fast. 8. $QUBT Photonics plus $1.25B cash means QUBT can outbuild every pure-play competitor. ♻️ RESHARE this post and write 1 comment, I'll share what my 1000% play for $IONQ $INFQ

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@acinvestorblogJun 1, 2026 · 3:54 PM

Quantum names are getting hot again $IONQ $QBTS $QUBT im loading up $QCLS again.

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@acinvestorblogJun 1, 2026 · 2:58 PM

$QUBT Bullish option flow, $16 calls for Aug21 https://t.co/URT5y95ZVE

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@investmentguru_May 27, 2026 · 10:30 AM

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post. $IONQ $QBTS $QUBT

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@investmentguru_May 24, 2026 · 1:40 PM

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.

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@investmentguru_May 22, 2026 · 10:38 AM

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@investmentguru_May 21, 2026 · 11:57 PM

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

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@investmentguru_May 21, 2026 · 2:01 PM

$IONQ $RGTI $QUBT $QBTS

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@stocksavvyshayMay 21, 2026 · 1:46 PM

Quantum names are ripping right now after the Trump administration reportedly committed $2B to quantum computing: • $INFQ +34% • $QBTS +23% • $RGTI +21% • $QUBT +15% • $IONQ +8% https://t.co/wulTT245Vf

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@investmentguru_May 21, 2026 · 11:15 AM

* $QBTS not $QUBT

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@acinvestorblogMay 21, 2026 · 11:10 AM

$QBTS short interest 14.56% $IONQ short interest 22.59% $QUBT short interest 29.9% $LAES short interest 10.4% $GRRR short interest 12.19% $QCLS short interest 17.11% Lets squeeze them !!! QUANTUM is the THEME !!!

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@investmentguru_May 21, 2026 · 10:19 AM

$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.

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@martinshkreliMay 14, 2026 · 4:40 PM

@genejchan @QuantumDom thats not offensive at all. we have a great relationship with $QUBT

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@investmentguru_May 12, 2026 · 12:53 PM

$QUBT check detail analysis https://t.co/FIKgY9JCsF

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@acinvestorblogMay 12, 2026 · 11:59 AM

$QUBT fresh highs in pre-market. Quantum names are getting HOT again.

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@acinvestorblogMay 12, 2026 · 10:38 AM

Quantum names are exploding higher this morning in pre-market $QUBT $RGTI eyes on $LAES squeeze zone over $3.25 (someone yest bot a ton of $5.5 calls)

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@investmentguru_May 12, 2026 · 1:31 AM

Overnight market action shows a clear split between momentum winners and earnings losers. $QUBT +16% after Q1 revenue beat and strong backlog — quantum narrative staying hot. $PLUG +8% on better-than-expected revenue and improving sentiment. Big downside reactions: $ASTS -10% after weak Q1 revenue and profit miss. $HIMS -13% despite revenue growth, dragged by lowered EBITDA guidance. Oil prices continue higher as geopolitical tension rises after renewed uncertainty around U.S.–Iran relations. Korea Composite Index pushing toward 8,000, now up nearly 89% YTD — one of the strongest global equity runs this year. Market remains highly selective: earnings strength getting rewarded, guidance cuts getting punished fast

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@investmentguru_May 12, 2026 · 12:12 AM

$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.

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@investmentguru_May 12, 2026 · 12:10 AM

AH earnings volatility hitting growth and speculative names hard tonight. $HIMS -13% after earnings miss and weaker profitability shocked the market despite strong revenue guidance. $ASTS -11% after revenue miss and concerns around satellite rollout timelines. $MARA -4% $CLSK -8% as crypto miners continue seeing pressure post earnings. $QUBT +15% showing quantum momentum is still alive in this market. This market is rewarding selective AI, quantum and infrastructure names while punishing anything with execution misses or stretched expectations.

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@moninvestorMay 10, 2026 · 4:25 PM

The key earnings reports I'm watching next week: Monday: $ASTS AST SpaceMobile $HIMS Hims & Hers $PLUG Plug Power $RGTI Rigetti Computing $ACHR Archer Aviation Inc $CLSK Cleans Spark Tuesday: $SE Sea Limited $QBTS D-Wave Quantum $SATL Satellogic $OKLO Oklo $VELO Velo3D Wednesday: $BABA Alibaba $NBIS Nebius $EOSE Eos Energy Enterprises Inc $USAR USA Rare Earth $NUAI New Era Energy $POET POET Technologies Thursday: $ONDS Ondas $AMAT Applied Materials $TE T1 Energy $QUBT Quantum Computing

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@investmentguru_May 3, 2026 · 10:56 AM

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.

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@investmentguru_May 2, 2026 · 5:40 PM

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.

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@investmentguru_Apr 26, 2026 · 4:05 PM

$POET and $LWLG — The Photonics Long Game Two names. Same mega-theme. Very different risk profiles. Here’s why both deserve a spot on your watchlist 👇 The Tailwind (Same for Both) → Optical transceiver market doubling from $5B → $10B by 2026 → Projected to hit $100B by 2030 → AI data centers NEED faster, cheaper, lower-power interconnects → Silicon photonics is the bottleneck — these companies are the solution $POET — The Commercial Ramp Play → Real revenue: $5M+ production order secured ✅ → 30,000+ optical engines shipping in 2026 → 800G → 1.6T → 3.2T product roadmap → $430M cash, no debt — serious runway → Partners: Foxconn, Luxshare, Mitsubishi Electric → Collaborating with $QUBT on 3.2Tbps TFLN engines $LWLG — The IP Platform Bet → Proprietary EO polymer tech — higher speed, lower power, smaller form factor → 4 Fortune Global 500 companies now in Stage 3 (prototype → product) → Targeting 200G and 400G per lane for hyperscale AI factories → Foundry access expanding: Tower Semiconductor + GlobalFoundries PDK integration → If EO polymer becomes the modulator standard → royalty/licensing goldmine $POET = more de-risked, real orders, manufacturing underway $LWLG = pure asymmetric optionality — if the polymer wins, it wins big Best combo. Photonics is the infrastructure layer most investors are still sleeping on. The AI trade isn’t just $NVDA. It runs on light. Not financial advice.

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@investmentguru_Apr 16, 2026 · 12:34 AM

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.

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@investmentguru_Apr 15, 2026 · 7:18 PM

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

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@investmentguru_Apr 15, 2026 · 4:34 PM

$QUBT if you missed earlier

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@investmentguru_Apr 15, 2026 · 3:01 PM

Quantum is strong sector today. $IONQ $RGTI $ARQQ $QUBT $QBTS $BTQ

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@investmentguru_Apr 15, 2026 · 10:41 AM

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.

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@investmentguru_Apr 14, 2026 · 8:57 PM

Quantum Computing $IONQ $RGTI $QUBT $QBTS

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@aleabitoredditMar 24, 2026 · 2:09 AM

US Chip ACT Funding is one of the largest signals. For importance to America National Security. Lesser known list: 1. $SIVE ($330m) 2. $AKTS ($920m) 3. $BLG ($34m) 4. $QUBT ($1.65B) 5. $RGTI ($5.27B) 6. $MRAM ($210m) 7. $SKYT (Acquired) 8. $PDFS ($1.35B) 9. $ATOM ($177M) 10. $SLVC ($227M) 11. $NVTS ($2.12B) 12. $WOLF ($750m) 13. $ALMU ($234m) 14. $ACLS ($2.6B) DIRECT FUNDING | DoC CHIPS PMTs: 1. $WOLF (Wolfspeed): $750 Million 2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ DIRECT FUNDING | Federal R&D Contracts: 4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab) 5. $QUBT - Direct DoC/NIST contract for TFLN PICs DoD Microelectronics / Sub-Contractors 6. $SIVE: $11.6 Million (NEMC Hub) 7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub) 8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS) 9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub) 10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC) Adjacents: 11. $ATOM: Member of the SWAP Hub 12. $NVTS: Embedded partner in the SCMC Hub 13. $PDFS: industry partner in the CA DREAMS Hub 14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs -> Electromagnetic Warfare (EW): $51 million allocated across 6 projects. -> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects. -> 5G/6G Wireless Communications: $42 million allocated across 5 projects. -> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects. -> Quantum Technology: $32 million allocated across 4 projects. -> Secure Edge Computing / IoT: $25 million allocated across 4 projects. Just a warning: Being important to US technology (eg. Wolfspeed) does not translate to being a good investment. Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.

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@investmentguru_Mar 20, 2026 · 10:51 AM

Where to concentrate in this market NeoCloud $IREN $CIFR $NBIS Photonics $COHR $LITE $POET $LWLG Chips $NVDA $MU $TSEM Drone + Defence $ONDS $KTOS $RCAT Robotics +Automation $SERV $TSLA $ISRG $PATH Fintech $SOFI $HOOD $GLXY Healthcare + Biotech $HIMS $VKTX $LLY $ABCL AI Infrastructure $PLTR $AMD $GLW $CLS Aerospace $RKLB $ASTS $PL $RDW Energy + renewables $OKLO $VRT $ENPH $TE Quantum $IONQ $RGTI $QUBT

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@photonbullMar 19, 2026 · 10:30 PM

Thin film lithium niobate (TFLN) is the material that makes co-packaged optics (CPO) actually work at scale. Silicon photonics moves data fast. TFLN moves it fast AND at low power AND low insertion loss. That combination is why hyperscalers need it for 1.6T and 3.2T interconnects inside next-gen AI cluster buildouts. The ramp is 2026-2027. Supply is extremely tight. TFLN wafer production is currently dominated by a Chinese manufacturer. That changes this year. If you want exposure to the TFLN ramp for CPO and AI, these are the options I found: $GHH (Gooch & Housego, LSE) — ~$250M MC — EV/Sales ~1.3x ← best risk/reward here in my opinion. This is the one. G&H was selected by Raytheon under a US Air Force Research Laboratory contract to establish a domestic TFLN wafer supply chain, with their Cleveland, Ohio facility serving as the production site as the program moves into low-rate initial production. $GHH already confirmed plans to expand capacity for commercial customers. Raytheon's Advanced Technology team develops the ion-slicing process, then production transitions to G&H. $196M TTM revenue, profitable, EV/Sales ~1.3x. You are paying almost nothing for what is now the designated US-domestic TFLN merchant supplier. The Raytheon/AFRL contract alone de-risks the whole thesis. $QUBT (Quantum Computing Inc) — ~$1.65B MC — EV/Sales N/M (pre-revenue) US company with a 150mm TFLN fab capable of wafer-level manufacturing. They fab the actual TFLN chips and signed a deal with $POET to co-develop 3.2Tbps optical engines. High risk given pre-revenue status and quantum business but the US-domestic angle matters given supply chain pressure from China. $POET (POET Technologies) — ~$950M MC — EV/Sales N/M (pre-revenue) The integration layer. Their Optical Interposer platform packages lasers, modulators, and drivers into a single chip-scale assembly using QUBT's TFLN modulators. Targeting 400G/lane 3.2T optical engines for CPO, production H2 2026. Pre-revenue so obviously a risky play. $NGKIF (NGK Insulators, TYO: 5333) — ~$7.2B MC — EV/Sales ~1.5x The Japanese giant nobody in the west is talking about. Makes TFLN bonded wafers for optical modulation in data centers and core networks using proprietary direct-bonding and precision-polishing tech. $OXIDF (Oxide Corporation, TYO: 6521) — ~$395M MC — EV/Sales ~7x Pure-play Japanese optical crystal company. Makes lithium niobate crystals foundational to TFLN-based photonic integrated circuits. Revenue ~$58M TTM, growing ~27% y/y. Small and high risk name here but still a pure-play on the TFLN materials layer. In my opinion, $GHH is the obvious best pick here in terms of asymmetric upside. Undiscovered, nobody knows about the potential here. The Trump administration has shown that they care about US manufacturing. $GHH $QUBT and $POET would be the best picks here. Everyone in photonics already knows about $POET, it is not a bargain anymore. $QUBT is already at 1.5B market cap thanks to the quantum hype of 2025. $GHH has a partnership with Raytheon for the US Air Force. At ~$250M market cap, you are buying a profitable and growing business with great defence exposure during a defence supercycle where the TFLN partnership is not priced in at all. This effectively gives you a risk-free call option on TFLN exposure while enjoying the other business segments providing a hard floor. So, if you want US exposure to TFLN, your picks are: -a 1.6B expensive quantum company -a 950M$ pre revenue photonics company that everyone knows -a $250M profitable, growing defence company Seems like an obvious choice to me. NFA.

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@photonbullMar 18, 2026 · 1:01 AM

@PaulSaunde82517 I only recently saw that they had a TFLN fab, have not looked into them enough. Definitely seems interesting and not talked about at all. But I would probably prefer defense+TFLN over quantum+TFLN if that is the tradeoff between $GHH and $QUBT

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@investmentguru_Mar 17, 2026 · 10:54 AM

Quantum next big sector to watch in coming years $IONQ $RGTI $QUBT

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@investmentguru_Mar 15, 2026 · 12:59 PM

some of stocks $IONQ $RGTI $QUBT $QBTS $IBM $MSFT $POET $LSAR

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@investmentguru_Mar 14, 2026 · 9:32 PM

Quantum Computing could become a $1T industry over the next two decades. Quantum computers operate very differently from classical computers. Instead of using bits (0 or 1), they use qubits, which can exist in multiple states simultaneously. This allows them to solve problems that would take traditional supercomputers thousands of years. The potential impact is massive: • Drug discovery • Advanced materials • Battery chemistry • Financial optimization • Climate modeling • Defense and encryption Because of this, governments see quantum computing as a national security technology. Billions are being invested globally through programs like: • U.S. National Quantum Initiative • European Quantum Flagship Big Tech is also racing to build the first scalable systems. Major players include: $IBM $GOOG $MSFT But in the public markets, there are a few pure-play quantum companies. Quantum hardware leaders: $IONQ $RGTI $QBTS Infrastructure and photonics exposure: $QUBT $OPTX Another important theme is the convergence of AI, photonics, and quantum computing. Advanced optical systems and photonic chips could play a critical role in scaling future quantum systems. Companies in the broader ecosystem include: $POET $LWLG $LASR The timeline is still long. But the largest investment opportunities often appear before a technology becomes obvious to everyone. AI infrastructure Photonics Robotics Quantum computing These could define the next era of technological growth. Investors paying attention early may find asymmetric opportunities. Not financial advice.

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@investmentguru_Mar 14, 2026 · 4:26 PM

Weekend Watchlist: $LITE $COHR $IPGP $CIEN $POET $LWLG $LASR $QUBT $OPTX $QCLX $AEHR $ATEC $KEYS

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@investmentguru_Mar 14, 2026 · 4:25 PM

AI Is Fast… But Your Copper Wires Are Slower Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed of LIGHT. Why 2026 Is THE Year for Photonics $NVDA , $META & $MSFT are ripping out copper, installing 1.6T optical engines, cutting rack energy by 40%. •Silicon photonics: $2.3B → $17.8B by 2035 (25% CAGR) •Defense & aerospace photonics are exploding, growing faster than any other segment. Top Plays Laser Chips (EMLs) $LITE – 814% gain in 1 year; S&P 500 March 2026 addition $COHR – industrial & defense lasers, telecom optics $POET – Photonics foundry & integrated photonic ICs Full-Stack Optical / Transceivers $COHR – $5.8B revenue, Nvidia collaborator $LWLG – Lasers, modulators & optical components for telecom/datacenters $QUBT – Quantum photonics startup going public soon Fiber Lasers / Industrial Photonics $IPGP – EV battery welding, industrial, medical; medical revenue set to double $LASR – High-power fiber lasers, industrial & defense niche $QCLX – Quantum cascade lasers, specialized industrial & defense applications Contract Manufacturing / Assembly $FN – Optical contract manufacturer; benefits from volume ramp $OPTX – Optical packaging, assembly, and photonic integration Systems / Networking $CIEN – Coherent photonics & pluggable modules $INFN – Edge & long-haul disruptor Test Equipment / Enabling Tech $AEHR – Wafer-level burn-in & test; 76% YTD $ATEC / $KEYS – Optical test solutions Emerging / Disruptor Plays •Lightmatter – Photonic AI acceleration •Ayar Labs – Optical engines on substrate; co-packaged optics disruptor Photonics isn’t niche anymore. It’s core AI infrastructure. From lasers → systems → testing, every layer is a potential hyper-growth story.

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@investmentguru_Mar 12, 2026 · 10:53 AM

My Personal “AI Photonics Power List” If I rank risk vs potential upside: $POET – strong AI networking thesis $LWLG – huge upside if tech adopted $AAOI – direct data-center exposure $LITE – stable photonics leader $QUBT – speculative future tech Not a financial advice, DYOR

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@investmentguru_Mar 11, 2026 · 12:29 AM

10 AI Infrastructure Stocks To Watch As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain. Here are 10 small-cap / mid-cap AI infrastructure plays worth watching: $AAOI – optical transceivers for data centers $COHR – lasers and photonics for high-speed networking $POET – integrated photonics platform (speculative) $CRDO – high-speed connectivity chips $ALAB – AI cluster connectivity and data flow $AXTI – semiconductor materials for photonics $LITE – optical networking components $AIP – network-on-chip architecture for AI chips $QUBT – quantum / photonics technology $MRVL – custom AI silicon and networking The AI boom is expanding beyond GPUs into cooling, networking, optics, memory, and connectivity. Many of the biggest AI winners in the next phase may come from these hidden infrastructure companies.

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@investmentguru_Mar 10, 2026 · 11:09 AM

These are my 5 favorite sectors 1️⃣ Photonics / Optical Technology The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical communication demand will explode. Tickers: $AAOI $LITE $COHR $AXTI $GLW $POET $QUBT $MRVL 2️⃣ Drones & Defense Tech Autonomous systems and drones are becoming critical for defense, surveillance, and logistics. Global demand is accelerating rapidly. Tickers: $ONDS $AVAV $RCAT $KTOS 3️⃣ Critical Minerals Rare earths and strategic minerals are essential for EVs, semiconductors, batteries, and defense technologies. Supply security is becoming a global priority. Tickers: $USAR $MP $CRML $UAMY $NAK $UUUU $AREC 4️⃣ Aerospace & Space Economy Satellite networks, launch services, and space infrastructure are entering a major growth cycle. Tickers: $RKLB $ASTS $RDW $PL $SATL $LUNR 5️⃣ Energy – Nuclear & Renewable The future energy mix will need nuclear, renewables, storage, and hydrogen to meet global demand. Tickers: $OKLO $SMR $BE $CEG $CCJ $ENPH $TE $PLUG $QS $AMPX $EOSE These sectors represent technology, energy security, and infrastructure for the next decade. Always watching for opportunities during market pullbacks.

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@kaizen_investorMar 2, 2026 · 10:05 PM

$QUBT is taking big strides to make quantum tech a reality, though the stock slipped 1.5% after earnings. The main takeaway is their pivot from pure research to physical manufacturing. While actual revenue is tiny, just under $200k, it tripled year-over-year. Crucially, they raised a massive $750 million, securing a long runway to handle rising operating expenses. They recently opened their first chip factory, are planning a second, and acquired Luminar Semiconductor to bring supply chains in-house. A new AI partnership with $POET also shows strong commercial promise. Ultimately, QUBT is burning cash rapidly but now has the deep pockets needed to bring ambitious products to market.

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@kaizen_investorMar 1, 2026 · 8:02 PM

Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?

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@investmentguru_Jan 26, 2026 · 11:18 PM

Quantum stocks are facing pressure as hype cools, timelines for real-world adoption remain long, and investors rotate away from speculative tech amid macro uncertainty and dilution concerns. That said, these pullbacks can create selective long-term buying opportunities for high-quality names as fundamentals improve and the technology matures. $IONQ $RGTI $QBTS $QUBT $ARQQ

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@stocksavvyshayJan 23, 2026 · 2:46 PM

@ChrisGalt4 Not a fan of $QUBT as of right now

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@ftr_investorsJan 18, 2026 · 11:37 AM

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@crux_capital_Jan 17, 2026 · 2:33 PM

@martijnde_boer Thanks man U.S publicy traded NYSE/NASDAQ: $QUBT TFLN platform/foundry (primary) $POET integrating 400G/lane TFLN into optical engines with $QUBT $CIEN showcasing 448G demos using HyperLight’s (private) TFLN modulators $COHR (lithium niobate wafers/materials exposure) $LITE (TFLN-related modulator IP / R&D optionality) There are international players too but I don't track those right now

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@dustinhuntwnJan 9, 2026 · 10:14 AM

Updated institutional ownership: $IONQ 56.44% institutional ownership $RGTI 57.96% institutional ownership $QBTS 58.64% institutional ownership $QUBT 43.44% institutional ownership Smart money positioning is worth paying attention to. They probably know something that I don't. https://t.co/Vp3NNGvSmE

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@dustinhuntwnDec 26, 2025 · 11:57 AM

Institutional ownership is at all-time highs in these names: $IONQ $RGTI $QBTS $QUBT You’re being told it’s crazy to hold at these valuations but the big boys are buying it up🤔 https://t.co/tNU7nMdsP9

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@investmentguru_Dec 23, 2025 · 12:49 AM

Runners Everywhere Today — Risk Is ON The market flipped the switch to full momentum mode, with speculative growth leading across the board. Capital is clearly rotating into future-facing themes, and breadth is strong. Space Stocks Explode $FJET +370.85% led the charge, followed by big moves in $SIDU +97.41%, $ASTS +14.03%, $RKLB +9.97%, $LUNR +11.71%, and strength across the entire space complex. Space is back in focus. Quantum Computing Heating Up $QBTS +20.00%, $RGTI +13.13%, $QUBT +12.86%, and $IONQ +11.10% — investors are positioning early for the next computing wave. Robotics Catch a Bid Steady accumulation in $PDYN, $SERV, $PRCT, and $MBOT shows robotics remains a core AI-adjacent theme. Batteries & Energy Storage $KULR +18.30% stood out, with continued strength in $ENVX and $ABAT as next-gen battery tech stays in demand. Drones Take Flight $UMAC +20.91% and $RCAT +14.53% reflect growing defense and commercial interest. Neoclouds & 🖥️ HPC Momentum in AI infrastructure continues: $NUAI, $WYFI, $NBIS, along with miners/HPC names like $HUT, $BITF, and $IREN pushing higher. Optics, Rare Earths & Solar From $POET to $UAMY and $RUN, multiple supply-chain and clean-energy plays moved together — a sign of broad thematic participation. Biotech Joins the Party $ABSI, $TWST, and $BEAM catching bids as risk appetite expands beyond pure tech.

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@investmentguru_Dec 22, 2025 · 6:34 PM

Quantum is looking very strong today. $IONQ $RGTI $QUBT $QBTS

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@midascabalDec 22, 2025 · 1:55 AM

How would you rank these quantum stocks? $CCCX $BTQ $IONQ $QBTS $RGTI $QUBT $QCLS

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@investmentguru_Dec 17, 2025 · 1:28 AM

$IONQ Leads Quantum Stocks Higher Despite Market Volatility $IONQ surged 7.8% today to trade at $49.67 after Jefferies initiated coverage with a “Buy” rating and an ambitious $100 price target. The bullish call added fresh momentum to the quantum computing space, which has been drawing increasing investor interest as traders position for long-term growth opportunities heading into 2026. $IONQ $RGTI $ARQQ $BTQ $QUBT Notably, IONQ’s strength came on an otherwise volatile trading day, highlighting the sector’s relative resilience. Positive sentiment spilled over across the quantum complex, with all major quantum stocks finishing green, underscoring growing confidence in the theme.

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@midascabalDec 16, 2025 · 9:08 PM

The top quantum company of 2026 is $CCCX / $INFQ and here's why. $INFQ already generates $29M in revenue with $50M in the pipeline from US DOD, DARPA, NASA, UK subs (quantum clocks), and NVDA partnerships. Neutral-atom tech is Nobel prize-winning and backed by In-Q-Tel, the CIA’s non-profit VC arm that invested in $PLTR. Their quantum computing roadmap is still 5–10 years out, but their quantum sensors are bringing in real revenue now, already outperforming peers like $RGTI, $QBTS, and $QUBT. The only pure-play quantum company on a similar scale is $IONQ. SPAC merger looks very probable, they filed a preliminary S4 showing terms but the vote isn’t finalized yet. If it fails, shares could drop to the SPAC floor of $10, so risk is still minimal. Recent hire Ilan Hart from Intel/Amazon’s autonomous driving team strengthens R&D and execution capabilities. Like if you are holding $CCCX.

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@investmentguru_Dec 16, 2025 · 6:26 PM

Quantum stocks finally showing some green today $IONQ $ARQQ $QBTS $QUBT $BTQ

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@midascabalDec 16, 2025 · 5:59 PM

Researching 10x asymmetric stocks until I reach 10k followers. Day 6: $BTQ the Quantum Safe Bitcoin Network $BTQ just acquired QPerfect, a top neutral-atom computing company. This officially makes $BTQ one of the only fully integrated quantum companies in the public markets. Most “quantum” tickers like $IONQ, $RGTI, $QBTS, $QUBT are fighting to build a quantum computer before MSFT/IBM/GOOG. $BTQ is different: They’re building the security layer that protects Bitcoin, stablecoins & national infrastructure from quantum attacks. This is post-quantum cryptography (PQC). This is the real trillion-dollar problem. AI + $BTC + Quantum Why $BTQ matters: Bad actors are already hoarding encrypted data today (“Harvest Now, Decrypt Later”). They’ll decrypt EVERYTHING on “Q-Day” once quantum power catches up. That includes banking rails, military systems, and blockchain signatures. BTQ is the only public company commercializing a full-stack fix for this. Founded by @olivierfrancois (built $DEFT & $HIVE both > $1B unicorns) & @nicolexandre, BTQ has spent 8 years building one of the deepest moats in PQC. $BTQ 4 Pillars cover the entire PQC stack: 1) QSSN – quantum-secure stablecoin payments 2) Bitcoin Quantum – quantum-safe Bitcoin protocol (same 21M cap, future-proof signatures) 3) QCIM – hardware root-of-trust (“Intel Inside” for quantum security) 4) QPerfect – the “Android OS” for neutral-atom quantum computers With Bitcoin ≈ $2.4T, fixing its cryptography is a trillion-dollar security problem right now. QCIM alone targets a $200B+ market by 2030. And QPerfect? If neutral-atom becomes the dominant architecture, BTQ doesn’t just secure the quantum era—they power it. Real execution, not hype: Last week, $BTQ + Bonsol Labs delivered the first-ever NIST-standardized PQC signature verification on Solana. That secures $1T+ in DEX volume without slowing the chain. This is not theory. This is shipping. Comment below what other stocks I should analyze.

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@crux_capital_Dec 16, 2025 · 12:30 PM

🚨Here’s why I’m tracking the Luminar/QCi deal as a POET investor. $POET $QUBT $LAZR Luminar is selling its semiconductor/photonics subsidiary (LSI) to QCi for $110M cash, pending bankruptcy-court approval (363 process). That’s the headline. So let's talk about what this means for POET, if anything... POET’s partnership with QCi is about building a next-gen optical engine where POET is the integration platform (Optical Interposer) and QCi is bringing TFLN modulators. One of the biggest failure modes in this program is whether the partner can control the messy middle: component availability packaging interfaces yield timelines. LSI matters because it’s multiple assets: Freedom Photonics + Optogration + Black Forest Engineering + EM4. That’s more IP, more process know-how, more people who’ve actually built photonics hardware. POET still sits at the integration platform layer. This simply raises the odds that QCi can execute as a partner by tightening control of upstream components and shortening the path from demo to product. The two things I’m watching from here: 1- Does the deal close cleanly and quickly (and does QCi stay focused)? 2 - Do we see POET/QCi move from “collaboration” language into concrete product milestones? TLDR; less story, more execution. This is not a catalyst that would result in a short term bump in SP for POET. But understanding how these collaborations develop is important as an investor

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@unusual_whalesDec 15, 2025 · 6:57 PM

A red day for quantum stocks. $IONQ, $QBTS, $RGTI, $QUBT https://t.co/t1y4Ewryev

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@convertbondNov 22, 2025 · 1:43 PM

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.

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@ftr_investorsOct 22, 2025 · 3:09 PM

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@stockjabberJun 24, 2025 · 1:38 PM

An interesting takeaway from the May 2025 SEC FOIA Logs is that Quantum Computing Inc., $QUBT, has a likely undisclosed SEC investigation. The company also had a lengthy 2024 SEC comment letter, where it admitted to miscalculating its weighted average of shares outstanding. The correct calculation "[resulted] in an increased loss per share of $0.45 as compared to the reported $0.38 basic loss per share and $0.31 diluted loss per share." Comment letter: https://t.co/S4ubOgUcEV Also had past short reports from @CapybaraShort and @IcebergResear, which called the company a“perma-scam," and it has a $2.5 billion market cap on de minimus revenue. Not my type of short, but this should be very concerning for any shareholder.

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