@Cat_States Avatar @Cat_States Dr. Hugh Bitt

Dr. Hugh Bitt posts on X about $ionq, $cccx, $rgti, $qbts the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 24.22% stocks 21.12% technology brands 16.15% cryptocurrencies #6717 financial services 2.48% exchanges #6096 social networks 0.62%

Social topic influence $ionq #15, $cccx #7, $rgti #2, $qbts #1, qbts #3, market #3324, in the 9.94%, the most 8.07%, this is 8.07%, stocks #2246

Top accounts mentioned or mentioned by @bullmeechum3 @genejchan @xdeeez @drocdolf @xyzdkfe @avgvalueinvest @commonsenseplay @bitcoin_eagle @mhogervorst1 @wcoastlife87 @apruden08 @draveneric94535 @tequiladdad @craig_clement @gbear831 @spacinfleqtion @armandarabian @russel1441065 @craiggidney @spvlabs

Top assets mentioned IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) NVIDIA Corp. (NVDA) IBM (IBM) Alphabet Inc Class A (GOOGL) Quantum Computing Inc. (QUBT) SkyWater Technology, Inc. (SKYT) BlackRock Inc (BLK) 8B People vs [-----] Billionaires (8B)

Top Social Posts

Top posts by engagements in the last [--] hours

"🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits" That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming their Pinnacle Architecture can do it with [------] physical qubits. That's a 10x reduction from the last work - which had already reduced it significantly. The assumptions are pretty reasonable too: 99.9% 2-qubit fidelities 1s logical code cycle time. For context on how fast the gap is closing: 2012: [--] billion qubits 2019: [---] million qubits 2025: 900k qubits 2026: 100k qubits QLDPC codes are doing the heavy lifting here."
X Link 2026-02-13T11:33Z [----] followers, 225.8K engagements

"@Frenchiedewg I want quantum to succeed. Ill be delighted to be proven wrong by $IONQ"
X Link 2026-02-15T20:32Z [----] followers, [---] engagements

"@netcreat I am not being misleading or disingenuous. Read the IonQ press release. Its a lab demo. The others report production device fidelities"
X Link 2026-02-16T04:58Z [----] followers, [---] engagements

"Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb [--]. Close expected shortly after then trades as $INFQ on NYSE mid-to-late Feb. Neutral atoms real government contracts sensing and actual revenue - not just PowerPoint qubits. Expect volatility. SPACs always get choppy around redemption/close. That's the game. I'm holding shares and warrants through it. https://twitter.com/i/web/status/2021207591691616775"
X Link 2026-02-10T13:00Z [----] followers, 78.1K engagements

"🎉 ITS DONE $CCCX shareholders just approved the Infleqtion merger. Only 0.09% redemptions. That's [-----] shares out of 41+ million. In SPAC land that's a phenomenal outcome especially in this volatile market. The numbers: - $551M gross proceeds to Infleqtion - $425M from trust (nearly 100% retained) - $127M PIPE from institutional investors The deal closes today. The ticker changes to $INFQ on NYSE starting Monday. First publicly listed neutral-atom quantum company. In my opinion still trading at a significant discount to peers. Let's see what Monday brings 👀"
X Link 2026-02-13T00:16Z [----] followers, 40K engagements

"$CCCX shareholders approved the Infleqtion merger yesterday - almost no redemptions. The ticker changes to $INFQ next week. Let's look at where it sits. The numbers: - c. 247M shares outstanding (pro forma) - $500M cash on the balance sheet - Market cap: $3.3B at current price The quantum landscape: - $IONQ: $11.2B - $QBTS: $7.0B - $RGTI: $4.9B - $INFQ: $3.3B So $INFQ trades at a discount to all three pure-plays. My opinion: Infleqtion has a better quantum computing business than both $RGTI and $QBTS. Neutral atoms are scaling faster than superconducting and the company is shipping products"
X Link 2026-02-13T03:49Z [----] followers, [----] engagements

"@DrocDolf This isnt the end of the line though. qLDPC codes are very new so more ways to go and its very likely there will be other QEC codes out there that benefit trapped ion / neutral atom all-to-all architectures. The progress over [--] and [--] years is simply staggering"
X Link 2026-02-13T13:48Z [----] followers, [----] engagements

"@_BigNobody $ETH has been ahead of the game but even that timeline is looking not without risk now"
X Link 2026-02-13T17:04Z [----] followers, [----] engagements

"Coincidentally BIP [---] came out just before this news broke. BIP [---] should be revised to go even harder and faster at it IMO. 🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits" That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming their Pinnacle Architecture can do it with [------] physical qubits. That's a 10x reduction from the https://t.co/N8UJ9oRp9W 🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits" That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming"
X Link 2026-02-14T04:03Z [----] followers, [----] engagements

"HOW DO THE BEST QUANTUM COMPUTERS STACK UP Assessing quantum computers is notoriously difficult. Qubits and gate fidelities are just the starting point - connectivity error correction overhead coherence times and actual demonstrated results all matter too. But if you had to pick the leading systems right now here's where I'd land. Google and Quantinuum are in a league of their own. These are the groups that have published beyond-classical results and started probing genuinely novel physics. Helios (99.92% 2Q fidelity on [--] qubits) and Willow (99.80% on 105) are the real deal. IBM is making"
X Link 2026-02-14T13:36Z [----] followers, 12K engagements

"Thanks for your thoughts Craig. The main headline here is 100K physical qubits with a one-month compute cycle assuming solid-state qubits with some non-local connectivity. Trapped ions/atoms could plausibly meet the connectivity requirements though with other tradeoffs. Do you think superconducting architectures can realistically achieve the connectivity this demands within some [--] year timeframe"
X Link 2026-02-15T04:44Z [----] followers, [---] engagements

"@JKeynesAlpha The instos have done their diligence and are loading up 😂 🤦♂ Like no they literally are forced to buy based on the prescribed weight"
X Link 2026-02-15T11:14Z [----] followers, [---] engagements

"Theres something widely repeated by $IONQ proponents which is the "99.99% fidelity" misconception. Its presented as if this is a fidelity that they have achieved at scale. Thats far from the truth. The number comes from a 2-qubit lab device using calcium ions. $IONQ's production systems with the Oxford Ionics architecture are supposed to be with barium ions - a different species altogether. A pristine lab demo optimises results. Its like a half-court Hail Mary - it shows whats technically possible but its hard to repeat in an actual game. The same is true with quantum computers. Deploying"
X Link 2026-02-15T14:42Z [----] followers, [----] engagements

"@genejchan Its funny - they should be saying wow maybe were wrong - lets at least start cooking a PQC solution up. Instead its all head in the sand quantum isnt real 🤦♂"
X Link 2026-02-16T11:47Z [----] followers, [---] engagements

"@ValienVision https://x.com/cat_states/status/2023045201162650019s=46&t=yOjG9JpjI-AvSse_wgcC-A Theres something widely repeated by $IONQ proponents which is the "99.99% fidelity" misconception. Its presented as if this is a fidelity that they have achieved at scale. Thats far from the truth. The number comes from a 2-qubit lab device using calcium ions. $IONQ's https://x.com/cat_states/status/2023045201162650019s=46&t=yOjG9JpjI-AvSse_wgcC-A Theres something widely repeated by $IONQ proponents which is the "99.99% fidelity" misconception. Its presented as if this is a fidelity that they have"
X Link 2026-02-16T11:50Z [----] followers, [---] engagements

"@midascabal I like $CCCX a lot better than $CHAC on technical progress and valuation grounds. See my analysis here. How does Xanadu ($CHAC) stack up against the rest of listed quantum stocks My analysis below 👇 Its the most technically credible pure-play photonic listed name you can buy but also the one with the biggest competitor breathing down its neck. Its device showcased earlier How does Xanadu ($CHAC) stack up against the rest of listed quantum stocks My analysis below 👇 Its the most technically credible pure-play photonic listed name you can buy but also the one with the biggest"
X Link 2025-11-22T08:55Z [----] followers, [---] engagements

"@rinopucci23 Hello $QBTS bag holder"
X Link 2025-12-09T10:51Z [----] followers, [---] engagements

"Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at $16B and $7.4B - about 4x and 2x higher respectively. Let's do some napkin math: Infleqtion is trading at $350M per logical qubit. $IONQ and $RGTI are trading at. infinity dollars per logical qubit Not saying that this is the endgame by any means. $IONQ can arguably justify its valuation with all the talent partnerships and"
X Link 2025-12-29T10:33Z [----] followers, 39.6K engagements

"Cathy Wood of $ARKK thinks quantum computing wont be ready until [----]. Thats about [--] YEARS AWAY. What an ignorant and uninformed perspective. Not surprised though - this is the same person that exited $NVDA in late [----] missing billions"
X Link 2026-01-22T12:46Z [----] followers, [----] engagements

"It was a big day in quantum. $IONQ announced the $1.8B acquisition of $SKYT. Infleqtions SPAC $CCCX announced the S4 is effective paving the way for the merger to complete. So how did they do Everything in quantum stocks slid across the board today - no exceptions. $CHAC (Xanadu) -0.5% $DMYY (Horizon Quantum) -2.3% $CCCX (Infleqtion) -4.1% $QUBT (Quantum Computing Inc.) -5.4% $BTQ -6.2% $RGTI (Rigetti) -7.2% $QBTS (D-Wave) -7.3% $IONQ -8.2% $IONQ leading the sector lower at -8.2% is telling. Of course we cant judge a deal based on one day of trading but clearly the market doesnt like what it"
X Link 2026-01-26T21:42Z [----] followers, [----] engagements

"Still scratching my head about $IONQ acquiring $SKYT for $1.8B. They say its about vertical integration. But the classical compute industry already learned this lesson. Hyper-specialization won out. Fabless is the winning model. Furthermore IonQs wafer needs are pretty modest. I doubt theyll come close to even 1% of the total wafer capacity. So why buy a legacy fab with a large diverse customer base you need to service to keep the economics working Many of those customers are quantum competitors. Theyll go elsewhere. IonQ is about to find out what its like running a legacy fab business:"
X Link 2026-01-27T13:19Z [----] followers, [----] engagements

"$CCCX (Infleqtion) the most interesting listed quantum play has its SPAC merger vote date locked in for February. At around $4B pro forma market cap its trading at a significant discount to listed peers like $RGTI and $QBTS despite technical superiority. Why One reason for this is the pre-merger trading volume has been very poor. Just $24M per day over the past [--] days. This is about 40-50x less what the other quantum companies have been doing. Once $CCCX becomes $INFQ I expect volume to pick up and the gap to close pretty quickly. This is a triple threat company (neutral atoms quantum"
X Link 2026-01-27T13:57Z [----] followers, [----] engagements

"Is $IONQ serious It already had the most aggressive roadmap in the industry. Then yesterday they said the $SKYT acquisition will accelerate their already accelerated roadmap and allow them to produce a [------] physical qubit chip by [----]. Let's see how that stacks up against the qubit counts a handful of other quantum computers plan to have in 2028: $IONQ: [------] $CCCX (Infleqtion): [-----] IBM: [----] $RGTI: [----] Quantinuum: [---] $QBTS: [---] No - you are not seeing things - thats over 20-1000x anyone else including some very serious and credible efforts like $IBM Quantinuum and $CCCX. The bulls"
X Link 2026-01-27T18:02Z [----] followers, 25K engagements

"A big milestone today for Xanadu with its SPAC partner $CHAC making public its S4 filing today. It has not yet been declared effective by the SEC but this is one of the steps that needs to happen along the way. This points to March-April timeline for merger completion if all goes to plan. Xanadu is a leading quantum computing company pursuing a photonic-based approach. https://twitter.com/i/web/status/2016512499768545408 https://twitter.com/i/web/status/2016512499768545408"
X Link 2026-01-28T14:03Z [----] followers, [----] engagements

"Quantum companies are notoriously hard to value. So Ive created my own valuation metric 👨⚕ Market Cap vs Logical Qubits. Three listed quantum companies - $IONQ $QBTS $RGTI - are literally on the Y-axis. Tens of billions in valuation. Zero logical qubits. Only $CCCX (Infleqtion) shows up with actual error-corrected logical qubits (12) at a relatively modest $4B valuation or $333M per logical qubit. Not pictured: Quantinuum rumoured to be coming to market this year with [--] logical qubits. At a $20B valuation that would be $417M per logical qubit - a bit more expensive than $CCCX. What do you"
X Link 2026-01-29T14:12Z [----] followers, 14.4K engagements

"My favorite quantum shill: "BlackRock is accumulating they must know something" 🤷♂ Every week someone screenshots institutional holdings in $IONQ $QBTS or $RGTI and goes "do you think you know more than BlackRock" What they don't tell you: BlackRock owns iShares - the world's largest ETF issuer Vanguard runs $8T+ in index funds When you see them "accumulating" it's passive ETFs mechanically buying based on index inclusion There's no analyst sitting there doing deep technical diligence on their quantum computing roadmap. They're tracking the Russell [----]. The best $IONQ analyst we have is"
X Link 2026-01-30T13:40Z [----] followers, [----] engagements

"Post-selloff quantum valuations. Let's check in: $IONQ $14.2B $QBTS $7.8B $RGTI $6.0B $CHAC $3.8B $CCCX $3.3B So after the correction $IONQ is still worth more than the next two highest combined. $CCCX is the cheapest its been for months sitting at $3.3B with neutral atom tech that's scaling DARPA contracts and atomic clocks generating real revenue. $RGTI cannot avoid gravity and its dead-end architecture is pulling it down to earth. Do you see any value here https://twitter.com/i/web/status/2017597403365564867 https://twitter.com/i/web/status/2017597403365564867"
X Link 2026-01-31T13:54Z [----] followers, [----] engagements

"$RGTI: A Quantum Cautionary Tale 🧟 October 2025: $56/share. $18B valuation. Today: $18. Down 68%. The irony CEO Dr. Subodh Kulkarni was actually honest. Conservative timelines. No "quantum advantage next year" or were going to wipe the floor with $NVDA nonsense. Didn't matter. The market priced in magic anyway. November's DARPA QBI Stage B announcement may have been the wake-up call. $RGTI didnt make the cut - turns out the tech cupboard is light. No clear path to useful scale. No secret sauce. The funny thing was this was all publicly available information if you knew how to evaluate"
X Link 2026-02-01T11:18Z [----] followers, [----] engagements

"$CCCX (Infleqtion) SPAC merger vote is coming up next week. Ticker changes to $INFQ. Ill admit the timing isn't ideal. Markets are as rough as they've been in a long time and quantum names have been getting hammered alongside everything else. Could be bumpy. But zoom out: At $3.5B pro forma market cap Infleqtion trades at a 40% discount to $RGTI ($6B) and 55% discount to $QBTS ($8B). What do you get for that discount [--] demonstrated logical qubits (vs zero for both) [----] physical qubits $29M LTM revenue with real government/defense customers Neutral atom tech that can scale Market conditions"
X Link 2026-02-04T13:08Z [----] followers, [----] engagements

"This is really amateur stuff. Im sceptical about $IONQ but this is shoddy research. Mostly conjecture no new facts or insight. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to resign and insiders to dump $396.6 million in stock. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in 2025"
X Link 2026-02-05T00:23Z [----] followers, [----] engagements

"$IONQ bulls love the Oxford Ionics acquisition story. "Vertical integration" "World-class team" Legacy IONQ - its erstwhile architecture for quantum computing - was years of hype with metrics that don't stack up against Quantinuum or even Google/IBM Oxford Ionics: - Genuinely world-class science - Impressive gate fidelities. on 2-qubit lab devices - Scaling from [--] qubits to useful systems That's the hard part. Unproven. The thesis is: buy great teams integrate dominate. However M&A doesn't work like that. Culture clashes and integration takes 2-3 years minimum. You don't become a world-class"
X Link 2026-02-05T13:46Z [----] followers, [----] engagements

"😢 UPDATE ON $CCCX / INFLEQTION Its no secret that Ive been bullish on this company. It is the most interesting trade in the listed quantum space. However recent volatility is having an unfortunate impact on $CCCX and its prospects. $CCCX along with most growth stocks has been hammered. That's pushed $CCCX right back near the SPAC redemption floor. $416M+ sits in the trust account which was a big benefit of the SPAC merger. But with the stock at these levels redemptions are looking increasingly likely. If shareholders redeem Infleqtion could be left with far less cash than they need to fund"
X Link 2026-02-06T13:03Z [----] followers, 10.7K engagements

"Saw the hot takes yesterday. "Quantum is dead." "Bubble popped." "The hype cycle is over." Let me save you some time: if you mistook a broad market selloff for a sector collapse you're looking at the wrong charts. $IONQ $RGTI $QBTS down 20%+ Sure. So were all growth stocks on the board. Now the bounce is here. What a day in the markets. https://twitter.com/i/web/status/2019880238151561322 https://twitter.com/i/web/status/2019880238151561322"
X Link 2026-02-06T21:05Z [----] followers, [----] engagements

"@followplut0 You mean algorithmic qubits $IONQ has already shifted from that rubbish"
X Link 2026-02-07T23:53Z [----] followers, [---] engagements

"$SKYT is trading at a 13% discount to $IONQ's offer price. The deal: $35/share ($15 cash + $20 in $IONQ stock). Announced Jan [--]. Expected to close Q2-Q3 [----]. $SKYT closed Friday at $30.35. That's a $4.65/share gap the market is pricing in. Why [--]. The $20 stock is $IONQ which has been incredibly volatile of late [--]. Shareholder approval risk [--]. Regulatory risk - will the US gov really let an unproven quantum company acquire a sovereign chip fab - a hugely important strategic asset Anyway - a 13% merger arb spread on a deal supposed to close in months tells you the market has some doubts. 🤔"
X Link 2026-02-08T12:20Z [----] followers, [----] engagements

"It was a rough week for quantum stocks but Friday's bounce saved some face. $IONQ -12.5% $CCCX -13.6% $QBTS -2.4% $RGTI -2.5% $IONQ took a real beating - it hit $30.43 on Thursday after the questionable Wolfpack short report then bounced back a bit on Friday. The one I keep staring at: $CCCX (Infleqtion). Down to $11.66 on a $2.9B market cap. On paper This is a steal vs peers trading at higher valuations with less tech. Why though It's still a SPAC. And SPACs have issues - redemption risk dilution overhang low float dynamics. Its price is unfortunately close to the redemption floor which"
X Link 2026-02-08T21:07Z [----] followers, [----] engagements

"Hi ChatGPT write me a post explaining how $IONQ is going to be the next NVIDIA Cisco and Lockheed Martin 👇 More on $IONQ since some of you have been asking about it. (Longer post than usual but important if you're curios about the quantum computing space): In October [----] IonQ achieved 99.99% two-qubit gate fidelity a world record. The company expects to have [------] qubit quantum More on $IONQ since some of you have been asking about it. (Longer post than usual but important if you're curios about the quantum computing space): In October [----] IonQ achieved 99.99% two-qubit gate fidelity a"
X Link 2026-02-09T10:56Z [----] followers, [----] engagements

"@genejchan @SPAC_Infleqtion Redeemed shares dont get to vote. So youre left with Sponsor PIPE people who want it to pass. Hence why they dont fail"
X Link 2026-02-09T23:33Z [----] followers, [--] engagements

"@Ubershort Its a great company - fingers cross the SPAC merger goes well: https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at https://t.co/AOxrJXbvP7 https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX"
X Link 2026-02-10T01:57Z [----] followers, [---] engagements

"Its a great paper in terms of technical rigour and depth. But its actually saying the benefits from a quantum speed up are far away and may not be that large. I dont begrudge the companies or authors involved for promoting the work. But theres a big gulf between PR and LinkedIn posts vs whats actually in the paper"
X Link 2026-02-10T07:38Z [----] followers, [---] engagements

"Have you tried Codex While its a bit slower it writes much better code and is better at complex debugging and feature implementation. The consensus seems to be that Claude code is better for iteration vibe coding and front end. Codex is better for serious engineering challenges. Tracks my own personal experience. Both have their place but Codex is much better on complex codebases. https://twitter.com/i/web/status/2021197679196508474 https://twitter.com/i/web/status/2021197679196508474"
X Link 2026-02-10T12:20Z [----] followers, [---] engagements

"@m0d3rnpr0bl3ms I think its unlikely they push it out now. Its technically not too late but practically now very unlikely"
X Link 2026-02-10T13:15Z [----] followers, [----] engagements

"@BullMeechum3 @genejchan @CitronResearch @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay @MartinShkreli @kerrisdale @FBILosAngeles Geode runs a bunch of funds mostly index trackers for Fidelity. This is programmatic buying because $QBTS fits some arbitrary criteria for their fund. No one is doing deep diligence"
X Link 2026-02-10T13:22Z [----] followers, [--] engagements

"A QUANTUM MYSTERY How are $QBTS and $RGTI outperforming $IONQ over a 12-month horizon $IONQ has done the most of any listed pure-play this year. Acquired multiple world-class teams expanded their tech stack and are building what could be the most complete quantum technology platform in the industry. $QBTS and $RGTI are pure hype and momentum. $IONQ still has to execute and manage all this - and I have expressed some doubts in the past - but the gap in performance is genuinely perplexing. https://twitter.com/i/web/status/2021269715453346111 https://twitter.com/i/web/status/2021269715453346111"
X Link 2026-02-10T17:07Z [----] followers, [----] engagements

"@armandarabian Not at all no issues to buy today at all. Just be aware the price floor of $10.25 or so due to the redemption mechanics will be gone from tomorrow"
X Link 2026-02-10T18:39Z [----] followers, [---] engagements

"@genejchan $QBTS is much better commercially than $RGTI for sure. But its mostly smoke and mirrors imo. Would love to know how many FTEs are dedicated to serving that $10M QCaaS contract"
X Link 2026-02-10T18:42Z [----] followers, [---] engagements

"$CCCX closed at $12.66 today. Redemption risk has subsided. All looking good for a clean SPAC merger $INFQ here we come. Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb [--]. Close expected shortly after then trades as $INFQ on NYSE mid-to-late Feb. Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb 12."
X Link 2026-02-10T22:17Z [----] followers, [----] engagements

"More on $CCCX and why its so attractive here: https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at https://t.co/AOxrJXbvP7 https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated 12"
X Link 2026-02-10T22:35Z [----] followers, [----] engagements

"@dhvdhvdhv @gimsiwon75140 $IONQ hasnt demonstrated any logical qubits yet. Its on their roadmap. Theyve shown physical qubits with 99.99% fidelity but thats only on a [--] qubit lab device"
X Link 2026-02-11T03:16Z [----] followers, [---] engagements

"@xDeeez @MHogervorst1 Mostly those institutions are Vanguard and Blackrock index funds. Ill grant you though that Norges is interesting. Scandinavia is clued in on quantum"
X Link 2026-02-11T04:23Z [----] followers, [--] engagements

"@xDeeez @MHogervorst1 There are about 10-15 index plus broad market and tech ETFs that $IONQ is in where theyre literally forced to buy up to the target weighting indiscriminately. Thats the bulk of Vanguard Blackrock and Fidelities holdings"
X Link 2026-02-11T04:59Z [----] followers, [---] engagements

"Stop using your ChatGPT echo chamber learn to use your own brain and do your own research. These are the names of the funds from Blackrock (owns iShares) and Vanguard holding $IONQ. Literally every one is an index fund - they have to buy: VANGUARD TOTAL STOCK MARKET INDEX FUND iShares Russell [----] ETF VANGUARD SMALL-CAP INDEX FUND VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD EXTENDED MARKET INDEX FUND iShares Russell [----] Growth ETF VANGUARD RUSSELL [----] INDEX FUND https://twitter.com/i/web/status/2021453022711382033"
X Link 2026-02-11T05:15Z [----] followers, [---] engagements

"@xDeeez @MHogervorst1 Look up how a passive index fund works. If you find any active Vanguard/Blackrock funds holding come back and let me know"
X Link 2026-02-11T05:39Z [----] followers, [--] engagements

"Hot off the heels of yesterday's pre-redemption rip $CCCX is pumping again in pre-market. +15% at close now +8% on top of that. EGM vote is tomorrow (Feb 12). Redemption deadline just passed. This is about to become $INFQ on NYSE. For anyone still confused: this is Infleqtion. Neutral atom quantum computing and sensing. Trades at a big discount to peers - for no reason. That's about to change in my opinion 👀 https://twitter.com/i/web/status/2021590377216774259 https://twitter.com/i/web/status/2021590377216774259"
X Link 2026-02-11T14:21Z [----] followers, [----] engagements

"The quantum sector is still bleeding. $IONQ -4.5% $QBTS -3.9% $QUBT -4.7%. One exception: $CCCX (Infleqtion) which absolutely ripped today up 13.5%. Infleqtion's SPAC merger closes soon (vote on Feb 12) and the ticker changes to $INFQ. That's when even more volume will show up. A lot of retail still doesn't know about this name. Exciting times. https://twitter.com/i/web/status/2021712242207838719 https://twitter.com/i/web/status/2021712242207838719"
X Link 2026-02-11T22:25Z [----] followers, [----] engagements

"Good point below. Volume is still very thin. Should change quick once $INFQ @Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin 🤔🤔 Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger @Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin 🤔🤔 Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger"
X Link 2026-02-12T00:43Z [----] followers, [----] engagements

"@LarryHowe195112 @WCoastlife87 Look up $IONQ $QBTS $RGTI. These were all quantum companies that became public by SPAC"
X Link 2026-02-12T05:46Z [----] followers, [---] engagements

"@SPAC_Infleqtion $RGTI and $QBTS yes. $IONQ to be fair has acquired some excellent pieces. Curious to see what $INFQ can buy once its got stock to issue"
X Link 2026-02-12T07:12Z [----] followers, [---] engagements

"Chinese AI lab released GLM-5 today. I've been playing around with it - very strong model especially for coding and agentic tool use. 744B parameters (40B activated) in a MoE architecture 200K context window. Not quite Codex [---] / Opus [---] level. But genuinely quite good. The interesting part is the pricing. It's 40-85% cheaper than the state of the art from OpenAI and Anthropic. Of course you need to choose your GLM-5 model provider carefully to avoid your tokens going to China. It's open weights too so you could run it on your own hardware. The company behind this recently IPO'd on HKEX."
X Link 2026-02-12T10:13Z [----] followers, [----] engagements

"$IONQ bros that have blocked me are starting to find out in real-time. 🍿"
X Link 2026-02-12T12:13Z [----] followers, [----] engagements

"@DrocDolf No one serious is out there saying you can do anything commercially useful with [--] logical qubits. But it does demonstrate $CCCX has been able to do more with a lot less relative to $IONQ $RGTI etc"
X Link 2026-02-13T02:54Z [----] followers, [---] engagements

"@genejchan The problem is $IONQ has never had a top 2-3 quantum computer. They need to prove they can get one out there ASAP. [---] qubits with 99.99% 2Q fidelity would get them there"
X Link 2026-02-13T04:27Z [----] followers, [---] engagements

"@Russel1441065 @genejchan Don't throw out your lasers. $IONQ needs them for QKD sensing space etc"
X Link 2026-02-13T05:13Z [----] followers, [---] engagements

"MiniMax dropped M2.5 today. Also a very strong model ridiculously cheap vs. the frontier lab models. Chinese AI lab https://t.co/Hjx3psfYv2 released GLM-5 today. I've been playing around with it - very strong model especially for coding and agentic tool use. 744B parameters (40B activated) in a MoE architecture 200K context window. Not quite Codex [---] / Opus [---] level. But https://t.co/1TgdFzjjDw Chinese AI lab https://t.co/Hjx3psfYv2 released GLM-5 today. I've been playing around with it - very strong model especially for coding and agentic tool use. 744B parameters (40B activated) in a MoE"
X Link 2026-02-13T05:34Z [----] followers, [----] engagements

"@SimplyBitcoin @JeffBooth @PrestonPysh So wrong. Its getting closer: https://x.com/cat_states/status/2022272874741195121s=46&t=yOjG9JpjI-AvSse_wgcC-A 🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits" That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming their Pinnacle Architecture can do it with [------] physical qubits. That's a 10x reduction from the https://t.co/N8UJ9oRp9W https://x.com/cat_states/status/2022272874741195121s=46&t=yOjG9JpjI-AvSse_wgcC-A 🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048"
X Link 2026-02-13T13:23Z [----] followers, [---] engagements

"@apruden08 @GoogleQuantumAI @CraigGidney Hey thanks for using my chart without credit again. At least you didnt put your companys watermark on it this time"
X Link 2026-02-13T23:50Z [----] followers, [---] engagements

"@GlassOnTheBeat Thats the single best result from a [--] qubit lab device. By that measure Google IBM Quantinuum etc all have single pairs hitting 99.99%. IonQs result was impressive science but it hasnt been deployed on a real system yet"
X Link 2026-02-15T04:37Z [----] followers, [---] engagements

"@dallairedemers @apruden08 Lets see. Scaling up to [----] high quality qubits on a single QPU is a massive challenge thats unsolved. Then once module sizes get bigger into the 10k+ range optical interconnect technology is still a long way away"
X Link 2026-02-15T06:12Z [----] followers, [--] engagements

"$CCCX bounced a little today - $11.66 at the close. We may be back on but its tight. Following closely. 😢 UPDATE ON $CCCX / INFLEQTION Its no secret that Ive been bullish on this company. It is the most interesting trade in the listed quantum space. However recent volatility is having an unfortunate impact on $CCCX and its prospects. $CCCX along with most growth stocks has 😢 UPDATE ON $CCCX / INFLEQTION Its no secret that Ive been bullish on this company. It is the most interesting trade in the listed quantum space. However recent volatility is having an unfortunate impact on $CCCX and its"
X Link 2026-02-06T21:10Z [----] followers, [----] engagements

"SemiAnalysis really cooks with their analysis. And this is just the free public domain stuff. TSMC's Jan [----] set a new all-time monthly record: $12.7B (+42.6% Y/Y +19.1% M/M). January has been positive every single year since [----] for [--] straight years. The current streak of Jan M/M growth (2020-2026) is the longest in TSMC's history. Previous record was [--] years https://t.co/D2Kj5qdgAx TSMC's Jan [----] set a new all-time monthly record: $12.7B (+42.6% Y/Y +19.1% M/M). January has been positive every single year since [----] for [--] straight years. The current streak of Jan M/M growth (2020-2026)"
X Link 2026-02-11T12:20Z [----] followers, [---] engagements

"Google's post here 👇: https://blog.google/innovation-and-ai/technology/safety-security/the-quantum-era-is-coming-are-we-ready-to-secure-it/ https://blog.google/innovation-and-ai/technology/safety-security/the-quantum-era-is-coming-are-we-ready-to-secure-it/"
X Link 2026-02-11T13:49Z [----] followers, [---] engagements

"@brent_e_trader $PEW is an online gun store This is a world-leading quantum company"
X Link 2026-02-13T01:10Z [----] followers, [----] engagements

"@MondoARG Most likely at some point in the next 5-8 years IMO. Could be sooner"
X Link 2026-02-15T02:53Z [----] followers, [---] engagements

"Factor this for me then: 0xD4A7C82F9E3B5F1A6C2E8D9B4F7A5C3E1B8D6F9A2E4C7B5D8F1A3C6E9B2D5F8A1C4E7A9D2F5B8E1C4A7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5D8F1A4C7E0B3D6F9A2C5E8B1D4F7A0C3E6B9D2F5A8C1E4B7D0F3A6C9E2B5"
X Link 2026-02-16T13:37Z [----] followers, [--] engagements

"Google recently published a blog post calling for urgent post-quantum cryptography migration. Not some random think tank - Google. The company that built Willow one of the most advanced quantum processors on Earth. Key points: 1.They've been preparing since [----] 2.They warn "store now decrypt later" attacks are likely already happening adversaries harvesting encrypted data today waiting for quantum to crack it 3.They're calling on policymakers to accelerate PQC adoption Now think about Bitcoin. $BTC uses ECDSA for transaction signing. Ethereum is all over the transition but BTC continues to"
X Link 2026-02-11T13:49Z [----] followers, [----] engagements

"Before $IONQ fans get too mad - they're not on here because they don't currently have a world-class system in production. That changes if they deliver the [---] qubit / 99.99% 2Q fidelity system they've promised this year. If Oxford Ionics' tech scales as advertised they'll be right up there. But until then they're out of the conversation. Roadmaps don't count. https://twitter.com/i/web/status/2022671557081112789 https://twitter.com/i/web/status/2022671557081112789"
X Link 2026-02-14T13:57Z [----] followers, [----] engagements

"Consensus seems to be $CCXX and perhaps $IONQ still offer value Which quantum stocks represent good value 👇 After the recent sell-off let's examine the market caps of the major listed quantum companies. IonQ ($16bn) is on a planet of its own. Broadest business model - computing sensing and networking - with serious momentum. However https://t.co/LDqBupwbve Which quantum stocks represent good value 👇 After the recent sell-off let's examine the market caps of the major listed quantum companies. IonQ ($16bn) is on a planet of its own. Broadest business model - computing sensing and networking"
X Link 2025-11-15T11:09Z [----] followers, [----] engagements

"$IONQ bulls analyzing the quantum computing roadmap"
X Link 2026-02-07T12:52Z [----] followers, [----] engagements

"A while back I compared Infleqtion to its peers here: https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at https://t.co/AOxrJXbvP7 https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has"
X Link 2026-02-11T14:22Z [----] followers, [----] engagements

"$CCCX merger vote is today. Risk of it not going through Basically zero at this point. So why am I excited about Infleqtion Lots of reasons. But one I don't see mentioned enough: logical qubits. Infleqtion has demonstrated [--] logical qubits. That's more than any other listed quantum company. $IONQ Zero. $RGTI Zero. D-Wave Zero. IBM has [--]. Google has [--]. One of the only companies ahead of Infleqtion is Quantinuum with [--] - and they're not listed yet. For anyone watching quantum computing: this is the metric that matters. Physical qubits are vanity. Logical qubits are sanity."
X Link 2026-02-12T13:05Z [----] followers, [----] engagements

"Infleqtion will start trading as $INFQ on Tuesday next week. Get ready. 🎉 ITS DONE $CCCX shareholders just approved the Infleqtion merger. Only 0.09% redemptions. That's [-----] shares out of 41+ million. In SPAC land that's a phenomenal outcome especially in this volatile market. The numbers: - $551M gross proceeds to Infleqtion - $425M from 🎉 ITS DONE $CCCX shareholders just approved the Infleqtion merger. Only 0.09% redemptions. That's [-----] shares out of 41+ million. In SPAC land that's a phenomenal outcome especially in this volatile market. The numbers: - $551M gross proceeds to"
X Link 2026-02-13T07:11Z [----] followers, [----] engagements

"@genejchan Yeah - and if this chart is any guide the requirements will continue to fall. Even if you dont believe $IONQs roadmap (like me 😂) the big day is at most a handful of years away"
X Link 2026-02-13T12:08Z [----] followers, [----] engagements

"Strong finish to the week for quantum names. $IONQ +9% $RGTI +7.3% $QBTS +4.6% $CCCX +3.4% Some love for $IONQ in particular - market warming back up after a horrible January. CPI coming in soft probably helped the whole sector. Eyes on Tuesday when markets reopen. Infleqtion starts trading as $INFQ 👀 https://twitter.com/i/web/status/2022463830857781355 https://twitter.com/i/web/status/2022463830857781355"
X Link 2026-02-14T00:12Z [----] followers, [----] engagements

"@avgvalueinvest They have shown 99.99% with [--] qubits on a lab device. No evidence yet that its scalable"
X Link 2026-02-14T13:58Z [----] followers, [---] engagements

"@avgvalueinvest What system would I put on this list though. Tempo exists in a PR only. No fidelities for if only a targeted spec"
X Link 2026-02-14T15:57Z [----] followers, [---] engagements

"@bitcoin_eagle Okay but this is from a highly credible team in the space. You have no credibility in anything"
X Link 2026-02-15T01:52Z [----] followers, [---] engagements

"@bitcoin_eagle Plenty exist. Here are the best ones. https://x.com/cat_states/status/2022666134194139579s=46&t=yOjG9JpjI-AvSse_wgcC-A HOW DO THE BEST QUANTUM COMPUTERS STACK UP Assessing quantum computers is notoriously difficult. Qubits and gate fidelities are just the starting point - connectivity error correction overhead coherence times and actual demonstrated results all matter too. But if you had to https://t.co/BNnJHFG23O https://x.com/cat_states/status/2022666134194139579s=46&t=yOjG9JpjI-AvSse_wgcC-A HOW DO THE BEST QUANTUM COMPUTERS STACK UP Assessing quantum computers is notoriously"
X Link 2026-02-15T02:03Z [----] followers, [--] engagements

"Scott Aaronson a leading mind in quantum computing has weighed in: "serious work" and "entirely plausible." His main concern The error correcting codes in the paper (LDPC codes) require "wildly nonlocal measurements". This makes them harder to engineer than surface codes especially for superconducting qubits. This is less of a problem for trapped-ion and neutral atoms. Translation: this favors trapped-ion players like $IONQ and Quantinuum architecturally as well as neutral atom companies like $INFQ (Infleqtion). Superconducting players (Google IBM) have more work to do. Also interesting -"
X Link 2026-02-16T02:14Z [----] followers, [----] engagements

"@genejchan @SPVLABS I think a good benchmark is Quantinuum Helios. [--] qubits 99.91%. $IONQ need to improve upon the number of qubits and/or fidelities materially. That would firmly mark them as the leader"
X Link 2026-02-16T04:11Z [----] followers, [---] engagements

"@xyzdkfe @genejchan The top QCs out there publicly can do 20K+ gates. Do the math on if that can get past factoring [--]. Use your head. Google IBM and Quantinuum arent going to bother publishing a PR or paper that theyve factored X number anymore"
X Link 2026-02-16T12:31Z [----] followers, [--] engagements

"You can find the preprint paper here: http://arxiv.org/abs/2602.11457 http://arxiv.org/abs/2602.11457"
X Link 2026-02-13T11:34Z [----] followers, 15.9K engagements

"The Bitcoin quantum threat window is getting closer. But something doesn't add up 🤔 Total value of Bitcoin: $1.4 trillion Total value of ALL listed quantum stocks: $30 billion That's 2% of BTC. $IONQ $RGTI $QBTS $QUBT $INFQ - every pure-play combined - wouldn't register as a rounding error on Bitcoin's market cap. One of these assets is grossly mispriced. Either quantum computers will never crack elliptic curve cryptography and Bitcoiners can sleep soundly forever. or the companies building machines that could vaporize $1.4T in value are trading at pennies on the dollar. The market is"
X Link 2026-02-16T18:22Z [----] followers, [----] engagements

"Is IonQ hedging its bets on roadmap delays Until now it had been clear about having a [---] qubit system in [----]. Today's presentation for a conference has this footnote: "Estimated year of first demonstration for the [---] qubit system" Could they qualify any harder 🤣 $IONQ"
X Link 2025-11-12T10:34Z [----] followers, [---] engagements

"@paullecoque While I dont agree with your unbridled $IONQ optimism thanks for the great summary of the call 🙏"
X Link 2025-11-12T12:36Z [----] followers, [---] engagements

"Dont worry I made good money on $IONQ and still hold some - its the best public markets way to have exposure to quantum as a whole. Just calling it how I see it though - most people here act like every press release is a revolution. IonQ has diversified to become a broader quantum business than just computing but it cannot be ignored theyre behind the leaders in computing specifically"
X Link 2025-11-12T13:08Z [----] followers, [---] engagements

"Quantinuums H2 logical qubits hit 99.999% 2Q gate fidelity with full error detection and correction. Havent seen Helios numbers yet. Infleqtion if I recall correctly is only marginally above its physical 99.7% fidelities. Most others can run QEC but dont showcase it - their physical fidelities are below threshold so logical qubits would be worse not better"
X Link 2025-11-12T13:18Z [----] followers, [---] engagements

"@gohyunson I understand your point. A true logical qubit should be at least 10-12 or better - no one is close to that yet. That said only Quantinuum and a select few others have shown small scale QEC with logical physical error rates. Thats better progress than not doing it at all"
X Link 2025-11-12T22:53Z [----] followers, [---] engagements

"IBM now says we should expect verified quantum advantage by the end of [----] off the back of Nighthawk Loon and the new error correction roadmap. Sounds good until you remember that in [----] they were also promising quantum advantage on real workloads by 2023"
X Link 2025-11-13T00:37Z [----] followers, [---] engagements

"I think directionally you're right - IBM is significantly better at quantum computing than Rigetti - but the problem is it's a $300bn market cap. If you buy $IBM you're getting much more exposure to mainframes than you are to quantum computers. That said if you one went down this path they could also buy $HON which is $125bn market cap but also owns 50% of Quantinuum"
X Link 2025-11-13T09:45Z [----] followers, [---] engagements

"Is Infleqtion the best value quantum stock Fresh off its merger path to $CCCX Infleqtion has partnered with Voyager to deploy its Tiqker quantum atomic clock on the ISS and Starlab. This follows IonQ's space moves but with neutral-atom quantum computing tech that's already shown [--] logical qubits in the lab. So you get logical qubits sensing capabilities and space exposure for about a quarter of IonQ's valuation. $CCCX looks like a bargain at current prices. https://twitter.com/i/web/status/1988915601516163488 https://twitter.com/i/web/status/1988915601516163488"
X Link 2025-11-13T10:23Z [----] followers, [----] engagements

"More information here: https://www.businesswire.com/news/home/20251112593090/en/Voyager-and-Infleqtion-Partner-to-Launch-Quantum-Era-in-Space https://www.businesswire.com/news/home/20251112593090/en/Voyager-and-Infleqtion-Partner-to-Launch-Quantum-Era-in-Space"
X Link 2025-11-13T10:24Z [----] followers, [---] engagements

"One underrated upside of Yann LeCun leaving Meta: were finally free from the endless Meta Chief Scientist says LLMs arent good enough headlines. Now itll just be Yann LeCun says LLMs arent good enough without the corporate prefix weighing it down"
X Link 2025-11-13T12:20Z [----] followers, [---] engagements

"Scaling quantum computing is hard. Especially for superconducting where local connectivity between qubits means you need 100-1000 of them to make [--] logical qubit. IBM is betting on long-range coupling to break out of that trap - they cleared DARPA QBI Stage B and the new chip they announced (Loon) is basically a demo of that thesis. Rigetti did not make it through and got feedback from DARPA that they need to improve their error correction potentially with long-range coupling. Is it too late for a fundamental change in architecture $RGTI"
X Link 2025-11-13T13:12Z [----] followers, [---] engagements

"Quantum computing architectures just levelled up - and not from the company you might think. The Harvard Lukin Lab (affiliated with QuEra) just demonstrated all the core pieces needed for large-scale quantum computing on a [---] qubit neutral atom system. When they added more qubits for error correction performance got better instead of worse. Really impressive work here that involves recycling atoms every [--] milliseconds. To be clear this is a smaller-scale demonstrator and the error rates need to improve a lot (currently 99.5% for 2-qubit gates). Still a very strong demonstration. $IONQ $RGTI"
X Link 2025-11-13T15:51Z [----] followers, [---] engagements

"Which quantum stocks represent good value 👇 After the recent sell-off let's examine the market caps of the major listed quantum companies. IonQ ($16bn) is on a planet of its own. Broadest business model - computing sensing and networking - with serious momentum. However their current hardware isn't top-tier and the roadmap is wildly ambitious. Credit where due: they're the most savvy and adroit team among the listed names. Rigetti and D-Wave (each $8bn) seem massively overvalued. Rigetti didn't make Stage B of DARPA's benchmarking process. D-Wave wasn't even in the running. The only people"
X Link 2025-11-14T12:18Z [----] followers, 24K engagements

"I dont know who needs to hear this but quantum is going to the moon 🌙. Hang in there chaps. $IONQ"
X Link 2025-11-14T14:20Z [----] followers, [---] engagements

"@maxhelfert Agreed"
X Link 2025-11-15T00:48Z [----] followers, [---] engagements

"@thedustishidden We need to get our Korean friends interested in $CCCX"
X Link 2025-11-15T00:49Z [----] followers, [---] engagements

"Yes totally acknowledge that we can only see the hardware thats been released. But roadmaps have inherent uncertainty so I dont take ANYONEs future system as a given. $IONQs track record against its roadmap has been okay but Oxford Ionics is now a new architecture. The leap to [---] qubits (from basically a handful ) that IO needs to make is possible but ambitious. If they deliver this system as promised Ill become one of the biggest $IONQ bulls on this platform"
X Link 2025-11-15T00:55Z [----] followers, [---] engagements

"@armadilloviv I hold a large position in $CCCX smaller positions in $CHAC warrants and $IONQ"
X Link 2025-11-15T01:00Z [----] followers, [---] engagements

"Most quantum investors still dont get it: theres an enormous gulf between a clean demo in a lab and an engineered system that actually works in production. Publishing papers shipping product. The hard part isnt the science its the engineering"
X Link 2025-11-15T04:24Z [----] followers, [---] engagements

"Technical analysis + investor perspective on quantum computing. Follow if you want less hype more data"
X Link 2025-11-15T05:50Z [----] followers, [---] engagements

"@midascabal Top neutral atom company Nobody has heard of them. They dont even have a working computer"
X Link 2025-11-15T08:49Z [----] followers, [---] engagements

"The week in listed quantum stocks: a bloodbath🩸 Quantum got caught up in the broader market sell-off. Here's the damage 👇 Rigetti ($RGTI) - 📉 down 24.6% ($25.48) IonQ ($IONQ) - 📉 down 20.4% ($47.18) D-Wave ($QBTS) - 📉 down 20.0% ($23.61) QCI ($QUBT) - 📉 down 17.6% ($10.60) Infleqtion ($CCCX) - 📉 down 14.5% ($15.97) Xanadu ($CHAC) - 📉 down 5.0% ($11.86) After a monster run over the last few months valuations were stretched. Some air needed to come out. The good news The underlying hardware progress is real. DARPA QBI results Quantinuum's Helios launch IBM's new chips - the technical"
X Link 2025-11-15T14:48Z [----] followers, [----] engagements

"🚨The quantum skeptics are losing ground 🚨 Scott Aaronson - one of the field's most respected and cautious voices - now thinks fault-tolerant Shor's algorithm before [----] is "a live possibility." This is significant because Scott is incapable of hype. He's been the "actually let me add seventeen caveats" guy for two decades. If even he's now open minded the hardware progress is undeniable. Read Scott's (rather excellent) blog here: https://scottaaronson.blog/p=9325 https://scottaaronson.blog/p=9325"
X Link 2025-11-15T19:20Z [----] followers, [---] engagements

"@TonySamaniego2 @grok Its not just Shors itself - the requirements to run it are quite high and so its about all the other things you can do with a system of that scale"
X Link 2025-11-15T20:58Z [----] followers, [--] engagements

"Quantum has no use cases is the new GPUs are just for gaming. In [----] NVIDIAs entire market was rendering Quake at higher framerates. Today: $4T+ market cap powering AI. The difference is quantum already has known use cases"
X Link 2025-11-15T21:27Z [----] followers, [---] engagements

"The same people whod have said why do we need faster graphics cards in [----] are now saying quantum is a solution looking for a problem. History doesnt repeat but it usually rhymes. And its usually the skeptics who miss out"
X Link 2025-11-15T21:28Z [----] followers, [---] engagements

"@commonsenseplay This is a big deal. Lots of acceleration across the space. Scott is one of the best minds - if hes saying his timelines have come massively forward we all need to listen"
X Link 2025-11-16T02:19Z [----] followers, [---] engagements

"Quantinuum actually has a very sophisticated approach to scaling. Each generation proves out new concepts and primitives that get scaled up in the next generation. H1H2 proved the fundamentals. The new Helios introduced junction primitives for multi-dimensional shuttling. This is in stark contrast to $IONQ which gave up on its own architecture paid $1bn for Oxford Ionics and has coaxed them into a wildly optimistic roadmap"
X Link 2025-11-16T02:31Z [----] followers, [--] engagements

"@genejchan Funny how Scotts comprehensive quantum progress roundup over the past few months features the supposed leader $IONQ exactly once - and thats just Oxford Ionics small-scale demo hitting 99.99% 2Q fidelity. Headline grabbing sure but not practical"
X Link 2025-11-16T05:22Z [----] followers, [---] engagements

"No one else and theres probably a reason for that 🤷 IonQ hasnt shown a single logical qubit yet. Head of Quantum Chris Ballance spent his life in an Oxford lab. Hes now got to scale a complex system many orders of magnitude. Its a heck of a scale-up and I wish them luck"
X Link 2025-11-16T05:29Z [----] followers, [---] engagements

"@ExodusBecause NVIDIA announced the partnership with over [--] companies. None of them are actually using NVQlink yet and its not even clear that it offers low enough latency for error correction"
X Link 2025-11-16T05:51Z [----] followers, [---] engagements

"@ShawnKwon11 Its simple really - they need the money to pay IonQ to buy one of its systems. Vendor financing but the kind where the vendor is literally giving it away"
X Link 2025-11-16T07:19Z [----] followers, [---] engagements

"When Olivier gives the $IONQ day traders a reality check 😂 @ExodusBecause @QuantumDom @CraigGidney @Alice__Bob @nic_delfosse @letonyo [--] - So "IonQ mightve just changed the entire quantum computing timeline." No This is incremental progress not a revolution. Let's see how fast IonQ/OI delivers its 256-qubit chip with 99.99% two-qubit gate fidelities (obtained with just [--] qubits). That's the game changer. @ExodusBecause @QuantumDom @CraigGidney @Alice__Bob @nic_delfosse @letonyo [--] - So "IonQ mightve just changed the entire quantum computing timeline." No This is incremental progress not a"
X Link 2025-11-16T09:47Z [----] followers, [---] engagements

""Is this a buying opportunity in quantum stocks" ⚛ Let's see: $IONQ $RGTI and $QBTS all down 20-25% in one week. Yet they're still among the most highly valued stocks in the entire market on a multiples basis. The reality is the selloff brought them from "absurdly overvalued" to "very overvalued." $CCCX (Infleqtion) and $CHAC (Xanadu) look like the top picks at the moment with some inherent downside protection before the SPAC mergers complete"
X Link 2025-11-16T12:00Z [----] followers, [----] engagements

"@Hulk9Smash @MartinShkreli @csvoss He wont"
X Link 2025-11-17T05:46Z [----] followers, [---] engagements

"@paullecoque IonQ has [--] qubits with 99.99% fidelity now they just need to scale up about 100000x 😂"
X Link 2025-11-17T05:47Z [----] followers, [---] engagements

"Can someone please steelman the $RGTI bull case for me I keep trying and coming up empty. The hardware story Their chips lag Google IBM and even a few well funded startups. The roadmap DARPA literally reviewed their fault tolerance plan for the Benchmarking Initiative and said NO - they didnt make Stage B because their error correction strategy wasnt credible. The valuation $8 billion. The last twelve months revenue Just $8 MILLION. Meanwhile $IONQ $CHAC $CCCX and maybe even $QBTS have some shot - however remote - at a 10x over a multi year horizon. But $RGTI Im struggling to see even the"
X Link 2025-11-17T08:56Z [----] followers, [---] engagements

"@Thebullishbat Is it bullish if they were"
X Link 2025-11-17T11:52Z [----] followers, [--] engagements

"There was some nuance in what Scott said - fault tolerant shors algorithm does not mean breaking RSA The requirements to run shors fault tolerantly on [--] bits is still very high vs what exists today (tens of thousands of qubits with full QEC). You need a lot more to factor [----] bits. https://twitter.com/i/web/status/1990411993673843107 https://twitter.com/i/web/status/1990411993673843107"
X Link 2025-11-17T13:29Z [----] followers, [---] engagements

"$CCCX is one of the most interesting trades right now. Here's why 👇 It's got two businesses - (1) neutral atom quantum computing + (2) quantum sensing and is already generating $30-50m in annual revenue. Pre-SPAC closure means $10 redemption floor = built-in downside protection with quantum upside. Compare it to $RGTI at $8bn+ market cap: Rigetti: [--] qubits $8M LTM revenue Infleqtion: [---] qubits $29M LTM revenue Same 99.50% gate fidelity Infleqtion has 3x the qubits and 3x the revenue but is half of $RGTI's valuation. Risk/reward here is pretty compelling 🤷"
X Link 2025-11-17T15:33Z [----] followers, 14K engagements

"@enoughbllst Better late than never right"
X Link 2025-11-17T22:49Z [----] followers, [---] engagements

"@shootmenow_1 Thats the $4bn question. My view is (1) not as many people are aware of it as $IONQ $RGTI etc and (2) the SPAC merger hasnt closed yet #2 happening should be a major catalyst"
X Link 2025-11-17T22:51Z [----] followers, [---] engagements

"$CCCX is trading at a 50% discount to quantum peers. What fixes the valuation gap Two words: SPAC completion. Right now youve got: IonQ at $17B Rigetti at $8B D Wave at $8B Infleqtion at $4B (implied) Infleqtion has MORE revenue than Rigetti ($29M vs $8M) 3x the qubits (114 vs 36) and the same fidelities. Yet it trades at a massive discount. Why The SPAC doesnt actually own the business yet. $CCCX filed its confidential S-4 on October [--]. Until the SEC clears it shareholders vote and the merger closes (expected Q1 2026) its just a shell company with cash in trust. Youre not buying Infleqtion"
X Link 2025-11-17T23:07Z [----] followers, [----] engagements

"@fumblemike The risk/reward on $CCCX is very attractive"
X Link 2025-11-18T00:16Z [----] followers, [---] engagements

"The quantum sector loves to announce $NVDA partnerships. But only one company has actually explained what they're doing with it. Quantinuum just dropped details on their NVIDIA integration: real-time GPU decoding for error correction NVQLink adoption and a massive 234x speed-up on drug discovery simulations using GenQAI. This is what integration looks like - technical specs measurable gains real applications. What have the public quantum companies like $IONQ and $CCCX announced with NVIDIA 👇"
X Link 2025-11-18T00:28Z [----] followers, [----] engagements

"Here's what they've announced and have: $CCCX: Partnership ✅ Logical qubits ✅ $IONQ: Partnership ✅ Logical qubits ❌ $RGTI: Partnership ✅ Logical qubits ❌ $QBTS: Partnership ❌ $QUBT: Partnership ❌ The problem: GPU-based decoding requires logical qubits. It's the whole point using the massively parallel computing power of GPUs to correct errors in logical qubits in real-time. $IONQ has zero logical qubits so they can't even use the core benefit. $CCCX is the only listed play with logical qubits but they haven't announced any details on what they're really doing with $NVDA yet. It may be coming"
X Link 2025-11-18T00:29Z [----] followers, [---] engagements

"Quantinuum blog post: https://www.quantinuum.com/blog/quantinuum-nvidia-partnership https://www.quantinuum.com/blog/quantinuum-nvidia-partnership"
X Link 2025-11-18T00:29Z [----] followers, [---] engagements

"Ill be tracking $CCCX and all other technical developments in quantum. Follow along to keep posted 📩"
X Link 2025-11-18T05:15Z [----] followers, [---] engagements

"@LindequeDavid I've wondered the exact same thing. I don't think there is a credible bull case for $RGTI. It's a lottery ticket that costs about 50x more than fair value"
X Link 2025-11-18T11:07Z [----] followers, [---] engagements

"Hot take: $NVDA could be the single best way to play quantum computing. Everyones piling into $IONQ $RGTI $QBTS etc. These are pure-play quantum bets with insane execution risk and 400x+ revenue multiples. Meanwhile NVIDIA has partnered with 17+ quantum hardware companies across trapped-ion superconducting photonics neutral-atom they literally dont care who wins because every serious quantum machine will need thousands of GPUs for real-time error correction and quantum-classical workflows. Proof: Quantinuum just showed NVIDIA GPU decoding boosted logical qubit fidelity +3% and sped up drug"
X Link 2025-11-18T17:22Z [----] followers, [----] engagements

"@stat_drop Yes. No action required on your part if you want to roll into the new ticker"
X Link 2025-11-18T23:34Z [----] followers, [--] engagements

"@ikkyuykki Yes. I like $CCCX but it is certainly not in a privileged position with $NVDA nor is it a leader in quantum. That said $CCCX does offer an attractive risk/reward profile right now"
X Link 2025-11-18T23:35Z [----] followers, [---] engagements

"D-Wave and Rigetti - the quantum zombies that just won't die 🧟♂🧟♂ $QBTS $RGTI These two have been bleeding cash for years diluting shareholders into oblivion barely scraping together revenue. yet the market keeps them at $8B+ valuations like it's [----] all over again. Both are "zombies" because: - Burning $50-100M+ cash - Constant dilution - Revenue barely growing or going backwards They're already dead on fundamentals. but the quantum narrative is pure adrenaline keeping the corpse dancing. Is there actually a bull case (Id love to hear it if so) - or are you shorting the graveyard"
X Link 2025-11-18T23:45Z [----] followers, [----] engagements

"@WCoastlife87 I read the announcement. It's a quantum emulator and it's not even a "partnership with NVIDIA". It just says "fully compatible with NVIDIA CUDA-Q". I could make my own emulator in a couple of hours today and say it is NVIDIA CUDA-Q compatible. Not hard. $BTQ"
X Link 2025-11-19T00:45Z [----] followers, [---] engagements

"I read the announcement. It's a quantum emulator and it's not even a partnership with NVIDIA. It just says "fully compatible with NVIDIA CUDA-Q". I could code my own emulator in a couple of hours and say it is NVIDIA CUDA-Q compatible. Not hard. $BTQ @Cat_States I think you missed the announcement this morning $BTQ $QPerfect $NVDA @Cat_States I think you missed the announcement this morning $BTQ $QPerfect $NVDA"
X Link 2025-11-19T00:46Z [----] followers, [---] engagements

"🚨 Is IonQs fidelity story as good as it sounds The company highlights 99.99% fidelity but that figure comes from tiny test configurations on a [--] qubit device. It doesn't even use the same species of atom they will use in production. So how do the real shipped systems actually perform at scale I just finished combing through every public IonQ paper third-party benchmarks and archived performance reports going back years. The gaps between marketed numbers and measured multi-qubit results are eye-opening to put it mildly. Full breakdown dropping this week - charts and side-by-side comparisons"
X Link 2025-11-19T00:56Z [----] followers, [---] engagements

"@SPAC_Infleqtion I'm not so sure about $CHAC. Should I share my thoughts this week"
X Link 2025-11-19T03:19Z [----] followers, [---] engagements

"🤔 Quantum stocks today in a nutshell: $QCI (Quantum Computing Inc. - formerly a beverage company 🤦♂) +7.3% 🚀 $RGTI (Rigetti) +4.1% $IONQ (de Masi in DC) +2.8% $CHAC (Xanadu) +0.9% $QBTS (D-Wave) +0.4% $CCCX (Infleqtion arguably the company on this list with the best risk/reward) -1.5% 😭 The absolute lowest-quality name in the entire sector ripped the hardest while the one with the strongest fundamentals got punished. Let's do this all again tomorrow 😂"
X Link 2025-11-19T03:27Z [----] followers, [----] engagements

"@dabidiy_dibidey @commonsenseplay @ShawnKwon11 Brother how can he be shilling IonQ as hard as he is without being able to read and write in English"
X Link 2025-11-19T04:15Z [----] followers, [--] engagements

"@DrocDolf These people are nuts. The mental gymnastics they will do just to defend a stock they invested $3000 in is utterly incredible"
X Link 2025-11-19T04:17Z [----] followers, [--] engagements

"@commonsenseplay Im doing honest coverage of quantum computing 👋"
X Link 2025-11-19T05:21Z [----] followers, [---] engagements

"@znoujaim @shootmenow_1 Youre not wrong. But all of these companies are trading on future promise. The future promise of $CCCX is brighter than $RGTI in my opinion. Markets are not always efficient but theres a big disconnect here"
X Link 2025-11-19T08:29Z [----] followers, [---] engagements

"Niccolo de Masi just rolled up to Congress rocking a massive $IONQ lapel pin in glorious 4K for the whole nation to zoom in on. Name a single CEO in history whos ever flex-cuffed their own ticker on Capitol Hill like its a hype video. When the CEO starts dressing like a walking billboard you know its time to run for the exit. Ultimate bear signal unlocked 🐻📉"
X Link 2025-11-19T13:56Z [----] followers, [----] engagements

"How does Xanadu ($CHAC) stack up against the rest of listed quantum stocks My analysis below 👇 Its the most technically credible pure-play photonic listed name you can buy but also the one with the biggest competitor breathing down its neck. Its device showcased earlier this year (Aurora) is genuinely impressive rack-scale engineering - photonic components across [--] chips fiber-interconnected and real-time FPGA feedforward. Respect. 👏 But the loss metrics are brutal: [--] dB total loss [--] dB squeezing. Theyre still [---] dB away from their own modelled fault-tolerance threshold. Meanwhile"
X Link 2025-11-19T17:37Z [----] followers, [----] engagements

"$NVDA has popped must be my quantum take 😂 Hot take: $NVDA could be the single best way to play quantum computing. Everyones piling into $IONQ $RGTI $QBTS etc. These are pure-play quantum bets with insane execution risk and 400x+ revenue multiples. Meanwhile NVIDIA has partnered with 17+ quantum hardware companies Hot take: $NVDA could be the single best way to play quantum computing. Everyones piling into $IONQ $RGTI $QBTS etc. These are pure-play quantum bets with insane execution risk and 400x+ revenue multiples. Meanwhile NVIDIA has partnered with 17+ quantum hardware companies"
X Link 2025-11-19T23:35Z [----] followers, [---] engagements

"💀 Quantum sector got obliterated in regular hours: $QBTS +2.2% 🤷 $CCCX -0.4% $RGTI -0.1% $CHAC -2.4% $IONQ -2.5% $BTQ -6.0% (cosplay quantum) $QUBT -6.3% 🤢 Then $NVDA casually nukes earnings after the bell - record revenue and a monster guide. Zero quantum mentions. Doesnt matter quantum names instantly +34% in the post market. Let's see if it holds tomorrow"
X Link 2025-11-20T00:41Z [----] followers, [---] engagements

"@jrouldz @commonsenseplay @RoaldRoss 💕"
X Link 2025-11-20T01:51Z [----] followers, [--] engagements

"Niccolo de Masi fronted up to Congress with $IONQ emblazoned on his jacket and got a load of softball questions ⚾. Not one person threw the hardball: Are your quantum computers online today and actually delivering the specs you bragged about in your latest PR 👀"
X Link 2025-11-20T03:57Z [----] followers, [---] engagements

"🚨 Bitcoin's QUANTUM apocalypse is getting closer In 2012: You'd need [--] BILLION qubits to run Shor's algorithm In [----] Google's Craig Gidney dropped it to UNDER [--] MILLION qubits. That's a 1000x reduction. The chart shows it all. More algorithmic improvements are likely out there to bring this number even lower. Meanwhile hardware is scaling up: IBM Atom Computing and $CCCX have all breached the [----] qubit barrier. They used to talk about decades. Now we talk about years. The jaws are closing 🦈"
X Link 2025-11-20T17:35Z [----] followers, [----] engagements

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