@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 stocks technology brands cryptocurrencies exchanges #652 countries financial services fashion brands social networks automotive brands

Social topic influence $ionq #7, $cccx #4, $rgti #2, $qbts #4, qbts #6, stocks #3596, $googl, market cap #200, $infq #5, atom #82

Top accounts mentioned or mentioned by @genejchan @bullmeechum3 @commonsenseplay @xyzdkfe @xdeeez @drocdolf @avgvalueinvest @quantumdom @spacinfleqtion @russel1441065 @chb1284 @followplut0 @wcoastlife87 @draveneric94535 @miscomputate @quantumbullhq @4pfinance @paullecoque @grok @bitcoin_eagle

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

Top Social Posts

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

"@Thebullishbat @commonsenseplay They dont have a proper universal quantum computer nor a roadmap to have one of any scale. Just some small scale demonstrations"
X Link 2025-11-07T03:38Z [--] followers, [--] engagements

"@Thebullishbat If you asked Andrew Feldman whether he thought graphics card would be great at generating tokens of text back in [----] he would have said no. So what's your point"
X Link 2025-11-10T00:55Z [---] followers, [--] engagements

"@_DenisGorbunov I see. Fair point. $RSP is a good way to get broader exposure - its an equal weighted S&P500 ETF"
X Link 2025-11-10T08:02Z [---] followers, [--] engagements

"Wow thanks ChatGPT. You guys need to ask yourselves why leading US National Labs enterprises and independent researchers havent spoken about or published any groundbreaking results on IonQs hardware but have on Google IBM Quantinuum etc. Hint: its because their hardware isnt that good not because its so good no one can use it or talk about it"
X Link 2025-11-11T21:29Z [--] followers, [--] engagements

"@defi_dino Ill start by saying $CCCX is a higher quality company than $RGTI. That said I wonder about $CCCX. With Vector Atomic $IONQ is stronger in sensing. Then on the compute side $CCCX lags Atom Computing and QuEra. Nonetheless still undervalued"
X Link 2025-11-12T11:40Z [--] followers, [---] engagements

"@genejchan Wrong link apologies. Page [--] here: https://arxiv.org/pdf/2404.02280 https://arxiv.org/pdf/2404.02280"
X Link 2025-11-12T13:46Z [--] followers, [--] engagements

"The only problem with your logic is that its predicated on an assumption that the stock price at the start of the year was fair value. Maybe it was too low maybe it was too high. Who knows 🤷 IonQ is currently at an $18bn capitalisation. The best private quantum companies are $10bn. Draw your own conclusions"
X Link 2025-11-13T00:14Z [---] followers, [---] engagements

"@CHB1284 He also noted "It is one of the best QPUs ever produced so far in the NISQ regime." And once again $IONQ bulls cite 99.99% fidelities. This was a lab demo in optimal conditions with a mere [--] qubit device. Do it in a production machine in a repeatable environment first"
X Link 2025-11-13T00:33Z [--] followers, [---] engagements

"@QuantumDom Good to see you on the Quantinuum train 😜 It's a rising tide - lifts all trapped ion boats"
X Link 2025-11-14T06:08Z [---] followers, [---] engagements

"@thedustishidden Quantum is such a complex field with many different approaches that all need different components. Skywater is doing a few small things but way too early to declare them a potential winner"
X Link 2025-11-15T01:02Z [---] followers, [---] engagements

"@elhombreseo Their quantum program is good but unfortunately its only a small piece of a $300bn enterprise"
X Link 2025-11-15T01:55Z [---] followers, [---] engagements

"There's a bit of nuance here you have to understand. The industry is much bigger than just the listed names. In fact none of the leaders in quantum computing hardware are listed as independent companies (Quantinuum is private Google/IBM's quantum programs are small relative to their whole business. See this post: https://x.com/Cat_States/status/1988442837768433894 https://x.com/Cat_States/status/1988442837768433894"
X Link 2025-11-15T10:27Z [---] followers, [---] engagements

"@commonsenseplay @followplut0 Around 50% based on public disclosures. But its a $100bn+ market cap value stock. Doesnt seem to get much credit for the Quantinuum stake"
X Link 2025-11-16T02:18Z [---] followers, [--] engagements

"@CHB1284 Okay but one critical thing about this QPU is that it exists. Whats the largest microwave-based gate machine that IonQ/Oxford Ionics has"
X Link 2025-11-16T21:07Z [---] followers, [---] engagements

"@10_IQ_Equities Fascinating pathology among $IONQ holders: every data point - good bad or aggressively neutral - gets processed through some kind of bullishness filter and emerges as confirmation of imminent dominance"
X Link 2025-11-17T13:51Z [---] followers, [---] engagements

"@juneyp_ Its the implied market cap upon SPAC merger completion"
X Link 2025-11-17T22:50Z [---] followers, [---] engagements

"@enoughbllst The upside is to at least $30-40/share based on comps. The floor for now is $10. I like that risk profile"
X Link 2025-11-18T00:03Z [---] followers, [--] engagements

"You are right but in my opinion not for the right reason. Many things are incredibly complex in this world. Theres a good chance we figure quantum computing out at scale. The stronger argument is your other point - that its not all that complicated for BTC to migrate to a PQC system. Once they have the will for it itll be done. Theres too much value at stake"
X Link 2025-11-18T06:08Z [---] followers, [--] engagements

"@TechInnovationz Why is Oxford Ionics not in Stage B That's $IONQ's new architecture. DARPA is saying it liked the old one better"
X Link 2025-11-18T11:08Z [---] followers, [---] engagements

"@ShawnKwon11 @SimpleMKE Hey ChatGPT write me a long post shilling $IONQ"
X Link 2025-11-18T23:43Z [---] followers, [---] engagements

"🚨 BOMBSHELL: IonQ has been straight-up MISREPRESENTING its quantum computer performance for YEARS They parade 99.99% fidelity like its on their full-scale systems But its only on a 2-qubit test device 🤡 At real scale Their actual gate fidelities are about an order of magnitude worse than advertised. I just finished a deep dive into every IonQ technical paper benchmark and data set. The numbers dont lie - and theyre ugly. Full expos dropping this week. You wont believe how bad it really is. Follow so you dont miss it 👇 $IONQ"
X Link 2025-11-19T00:30Z [---] followers, [--] engagements

"@WCoastlife87 My point is NVIDIA didn't select $BTQ for anything. $BTQ has just written their software to be compatible so they can mention NVIDIA in the press release"
X Link 2025-11-19T01:14Z [---] followers, [---] engagements

"@eraz00r @WCoastlife87 Link me to this supposed 'ecospace' where it's available"
X Link 2025-11-19T08:09Z [---] followers, [--] engagements

"Aaronson was clearly talking about field-level progress not doing endorsement due diligence on $IONQ Quantinuum IBM Google PsiQ etc. If you think he's sat down and assessed every roadmap visited every lab and concluded $IONQ is the only path forward and decided to send that out as a cryptic message - I don't know what to tell you"
X Link 2025-11-20T01:33Z [---] followers, [---] engagements

"@jrouldz @commonsenseplay @RoaldRoss Well we certainly agree then that it's years away not decades. Where we diverge is that you believe $IONQ is by far the most likely to be the first or the winner. I believe $IONQ has a shot but there are a handful of other Tier [--] players that I rate similarly or more highly"
X Link 2025-11-20T01:41Z [---] followers, [---] engagements

"The market logic right now is simple: AI demand is infinite Moore's Law is dead Quantum fixes the compute bottleneck Buy $IONQ. Sounds logical until you look at the CapEx. Hyperscalers are dropping $300bn+ this year. None of that is going to trapped ions or quantum compute. Quantum stocks are currently just a high-beta derivative of the NVDA chart minus the actual revenue. If the AI trade sneezes quantum will get pneumonia. 🤷♂"
X Link 2025-11-20T13:03Z [---] followers, [---] engagements

"How did the publicly listed quantum computing stocks fare in todays market carnage Spoiler: its ugly. 🔴Daily performance: Xanadu ($CHAC) -4.2% Infleqtion ($CCCX) -8.8% Rigetti ($RGTI) -10.4% QCI ($QUBT) -11.2% D-Wave ($QBTS) -12.5% BTQ ($BTQ) -13.7% IonQ ($IONQ) -14.4% The entire sector got absolutely wrecked today with the best name $IONQ down almost 15%. No green in sight. Quantum winter is feeling frosty right now🥶"
X Link 2025-11-20T21:18Z [---] followers, [---] engagements

"Great to see respected quantum computing theorist Scott Aaronson calling out the $IONQ bros in his latest blog: "But by all accounts IonQs hardware and demonstrations have lagged well behind those of its direct competitor Quantinuum" I've said it many times before -- the best quantum computing companies are private not public. Of the listed ones Infleqtion ($CCCX) has demonstrated the most with its quantum computing hardware"
X Link 2025-11-21T02:34Z [---] followers, [----] engagements

"⚛Quantum Computer benchmarks Nov [----] Here's a no-BS look at where the main public players stand right now. 🔴 Superconducting Rigetti $RGTI: Hit a wall with older Ankaa systems (99.0% fidelity) so pivoted to modular chiplets. Their new CEPHEUS (36 qubits) hit 99.5% median 2Q fidelity - solid progress but still trailing IBM/Google on raw scale + quality combo. Not looking good. D-Wave $QBTS: Still annealing only - great for specific optimization problems but not universal gate-based QC. Skipping it here. 🟠 Neutral Atom Infleqtion $CCCX: The new kid on the block. It's small-scale system"
X Link 2025-11-21T14:04Z [---] followers, 11.3K engagements

"@DravenEric94535 Theyre one of the leaders for sure"
X Link 2025-11-21T21:00Z [---] followers, [---] engagements

"@MarkHubbard33 @CHB1284 100% youre an $IONQ bag holder. I actually own some $IONQ too Im just realistic about where its at. I wouldnt short these companies its too risky and not a good risk/reward"
X Link 2025-11-21T21:06Z [---] followers, [---] engagements

"More smoke and mirrors. From the article: IonQ is starting with the worlds best physical qubits high-fidelity Barium ions and uses precision microwaves to control them. What ion did they use to demonstrate 99.99% recently Barium 😂 no no they used Calcium in a lab experiment. Show us 99.99% in a production system with the same species youre actually using"
X Link 2025-11-22T00:06Z [---] followers, [---] engagements

"@avgvalueinvest 🤦♂"
X Link 2025-11-22T00:13Z [---] followers, [--] engagements

"@hochen63214 PQC is not that difficult to implement. Companies like Apple Cloudflare etc have already started to implement it at scale. Id love to hear how you think $BTQ can help"
X Link 2025-11-22T02:09Z [---] followers, [---] engagements

"@miscomputate Infleqtion is the only neutral-atom player with demonstrated logical-qubit progress Well there are others that are not listed (QuEra and Atom) that are at a comparable or higher level"
X Link 2025-11-22T03:22Z [---] followers, [---] engagements

"@kenkou7584 IBM is a $300bn company. A small part of that is quantum. So its not pure play and would ruin my chart 😂"
X Link 2025-11-22T03:23Z [---] followers, [---] engagements

"@genejchan I totally agree with your conclusion on D-Wave. Theyve barely progressed over [--] years. Its a walking quantum zombie 🧟"
X Link 2025-11-22T03:26Z [---] followers, [---] engagements

"Just choosing one the recent one about 99.99% fidelity - on a lab device [--] qubits with calcium ions (which they dont even use in production). Then Ballance saying our physical qubits are better than competitors logical qubits. Great science experiment sure. But Quantinuum Google IBM are building integrated systems that run at 99.7-99.91% 2Q fidelities close to 24/7. Not one-off experiments engineered for headlines"
X Link 2025-11-22T04:03Z [---] followers, [--] engagements

"@BioMindBeliever @SPAC_Infleqtion @infleqtion PNT is a very interesting opportunity. Look forward to reading your thoughts"
X Link 2025-11-22T04:20Z [---] followers, [--] engagements

"🧠 Dr. Hugh's Paper Evaluation Overall Score: 72/100 🟢 Clever stabilizer cuts non-Clifford overhead. Breakdown: Novelty: 16/20 🟡 Measurement-free PI switching is fresh Practicality: 25/40 🟡 Hardware path plausible but nontrivial Science Quality: 31/40 🟢 Solid theory needs concrete noise analysis Good well-motivated QEC theory paper; useful step"
X Link 2025-11-22T08:16Z [---] followers, [---] engagements

"Interesting pattern: $IONQ promoters like @DesFrontierTech @ShawnKwon11 and @paullecoque blocking people they've never even engaged with. The tell They block anyone who can actually analyze the tech beyond the press releases. Can't have informed skepticism interfering with the retail pump. There's a reason they don't want technical comparisons with Quantinuum Google or quantum computing players in their feeds. The gap becomes obvious pretty quickly when you know the metrics. Credit to folk like @genejchan though - also bullish on $IONQ but actually engages in good faith. That's how you learn"
X Link 2025-11-22T13:26Z [---] followers, [----] engagements

"@10_IQ_Equities 🙏"
X Link 2025-11-22T20:37Z [---] followers, [--] engagements

"@IanSmith_HSA @davedtire Quantinuum is a subsidiary and its a smaller part. Value is not being recognised for it at $HON. Management has spoken about a potential IPO later"
X Link 2025-11-23T01:26Z [---] followers, [--] engagements

"@IanSmith_HSA @ashane888 It seems like Quantinuum is being run as a separate business now. Its raising capital as an independent entity. Not sure the Honeywell link benefits Quantinuums P&L like you seem to suggest"
X Link 2025-11-23T04:35Z [---] followers, [--] engagements

"@avgvalueinvest I also give it some intangible value for its huge cash stockpile and acquisition capability (especially via stock). They can buy any strategic technologies or competitors that rise up. Capital as a moat"
X Link 2025-11-23T07:18Z [---] followers, [---] engagements

"Ive been involved in the industry for over a decade and have never heard of QPerfect. They have never said or published anything of significance about neutral atom quantum computing. They have only a few employees. The leaders like QuEra Atom Infleqtion Pasqal have hundreds each and have built systems. Id love to be missing something - enlighten me"
X Link 2025-11-23T11:48Z [---] followers, [--] engagements

"Cisco ( $CSCO ) has thrown its hat into the quantum ring - inking a partnership with $IBM. It's focused on quantum networking supporting the "scale-out" thesis. But look at the timeline. They are targeting a Proof of Concept to entangle qubits between distinct cryostats by [----]. We need industrial interconnects but [----] for a basic link PoC feels incredibly conservative for companies with this much firepower. https://newsroom.ibm.com/2025-11-20-ibm-and-cisco-announce-plans-to-build-a-network-of-large-scale-fault-tolerant-quantum-computers"
X Link 2025-11-23T14:48Z [---] followers, [---] engagements

"Why is quantum such a threat to bitcoin It's not that complicated 👇 Bitcoin's security rests on the difficulty of factoring large numbers - specifically the elliptic curve cryptography that protects wallet addresses. In [----] an algorithm was discovered that could crack this - Shor's algorithm. Just one problem - you need a quantum computer with millions or maybe billions of qubits. Back then quantum computers were pure theory. The first quantum demos in the early 2000s had just a couple of qubits. These were nothing more than science experiments. Fast forward to today: multiple quantum"
X Link 2025-11-23T17:13Z [---] followers, [----] engagements

"@commonsenseplay @WSJ Look the article was only claiming discussions were taking place not that there were any concrete plans. You can't blame the WSJ that retail investors assumed it was a fully-baked plan"
X Link 2025-11-24T02:40Z [---] followers, [---] engagements

"@jonathankjones @commonsenseplay What discount rate are you using for the DCF It's not a great way to value pre-commercial revenue businesses IMO. Too much uncertainty on the revenue side and then you also need to choose an appropriately high discount rate"
X Link 2025-11-24T02:44Z [---] followers, [---] engagements

"@jonathankjones I think youve made some material errors. Your valuation of $2.2bn is only 22% higher than the pre-money of the SPAC. So that would imply $12.22 post merger"
X Link 2025-11-24T07:34Z [---] followers, [---] engagements

"Good grief another $IONQ press release to start the week. Quantum-enabled drones for national security This will surely be the thing that validates their $15B market cap. Cant wait to hear how integrating their tech into a hydrogen-powered drone is a total game changer 🤷♂"
X Link 2025-11-24T12:40Z [---] followers, [----] engagements

"@genejchan There are other ways that dont involve photonics. E.g. Universal Quantum (a private trapped ion company) has developed a chip-to-chip electron transfer with 99.999% fidelity at [---] kHz. $IONQ might see this is a better way than figuring out how to get interconnects working"
X Link 2025-11-24T13:16Z [---] followers, [---] engagements

"@_saac003 Im fine - its just retail investors getting hurt"
X Link 2025-11-24T13:17Z [---] followers, [---] engagements

"QUANTUM REPORT CARD: Big Tech Edition 📊 $GOOG - Grade: B+ Strong superconducting program (100+ qubit Willow Chip with 99.8% fidelity). Not yet through DARPA QBI Stage B but they joined later - expect them to sail through. Plus they've got SandboxAQ doing quantum-adjacent work and invested in neutral atom leader QuEra. Solid moves. Why not an A Grade Their fixed layout architecture means brute force scaling is the only path forward. $IBM - Grade: A Quantum OG. It's Qiskit programming language is the industry standard. Their roadmap is ambitious but they're actually hitting milestones and made"
X Link 2025-11-24T16:13Z [---] followers, [---] engagements

"🚀 Quantum stocks roared back to life today Ironically the four weakest quantum companies were up the most. $BTQ +13.5% $QBTS (D-Wave) +13.2% $QCI (Quantum Computing Inc.) +12.6% $RGTI (Rigetti) +12.6% $IONQ +12.1% $CCCX (Infleqtion hands down the sector's top risk/reward play) +4.7% $CHAC (Xanadu) +1.5% The pre-SPAC completion companies ( $CCCX and $CHAC ) lagged slightly. Whats it going to take for them to catch up"
X Link 2025-11-25T00:25Z [---] followers, [----] engagements

"Could this be the first killer quantum use case 🚨 GPS has become a a national-security vulnerability. The solution GPS-denied navigation. ⚛ Quantum sensing from companies like $IONQ and $CCCX (Infleqtion) may be the answer. Cold-atom clocks and quantum inertial sensors dont depend on satellites. They cant be jammed or spoofed. They work indoors underground underwater and in denied airspace. They deliver precision navigation and timing without GPS. Whats driving this 🏛 Congress mandated a backup timing network. 🏢 The White House ordered agencies to build non-GPS PNT. 🎖 DoD is legally"
X Link 2025-11-25T00:49Z [---] followers, [----] engagements

"$IONQ and $CCCX (Infleqtion) are the only listed companies truly leaning into quantum sensing. $IONQ just acquired Vector Atomic a top-tier DoD contractor with deep programs in quantum clocks inertial nav and precision timing. This instantly gives IonQ a credible pathway into defense-grade sensing and PNT. Infleqtion ( $CCCX ) has been at this for years with cold-atom clocks quantum inertial sensors magnetometers and RF sensing systems already in field trials. Theyre one of the few teams that can move quantum sensing from labs into real deployments"
X Link 2025-11-25T00:49Z [---] followers, [---] engagements

"@MyQuant_um @enoughbllst Confidential S-4 was filed recently. Looking like a Q1 merger close if all is on track"
X Link 2025-11-25T02:54Z [---] followers, [--] engagements

"INSIDER SELLING LEAGUE TABLE 💵👀 I remain optimistic about quantum computing's future. But the insiders at the public companies Not so much. YTD insider sales have totalled $585M+. Q2 was the biggest quarter with $IONQ (mostly CEO de Masi and former CEO Peter Chapman) trousering a massive $300M+. $IONQ has been quieter recently with most of the big sales out of the way. $QBTS / D-Wave serial offender CEO Alan Baratz has been active in Q4 with $29m in sales. Does this mean they lack confidence in their companies Not necessarily. But maybe it's a view that current valuations have been"
X Link 2025-11-25T13:19Z [---] followers, [---] engagements

"What PsiQuantum has built and achieved so far is incredibly impressive. A lot of execution risk remaining in their scale-up but they have a credible chance to leapfrog the rest of the industry with a 1m qubit equivalent machine coming late 2026/early [----]. The road to utility-scale quantum computing runs through the semiconductor industry. Since [----] weve partnered with @GlobalFoundries and are now manufacturing Omega: our silicon photonic chipset that integrates all the components needed to build utility-scale quantum https://t.co/1n7DqdA7d9 The road to utility-scale quantum computing runs"
X Link 2025-11-26T01:35Z [---] followers, [---] engagements

"Quantum stocks could actually be cheap 🔍 How Well AI capex alone is hitting $400bn this year. The entire public quantum market cap - including the low-quality names - doesnt even touch $50bn. Thats less than 15% of AI capex spend OF A SINGLE YEAR. If quantum can capture just 5-10% of annual compute capex its a $50bn+ p.a. industry Ive been critical of the valuations of quantum stocks. But in this context Current valuations look cheap. However the challenge for quantum has never been the TAM. Its execution - who builds real logical qubits who ships commercial machines who gets customer"
X Link 2025-11-26T08:34Z [---] followers, [--] engagements

"Quantum stocks could actually be cheap 🔍 How Well AI capex alone is hitting $400bn this year. The entire public quantum market cap - including the low-quality names ( $RGTI $QBTS ) - doesnt even touch $50bn. Thats less than 15% of AI capex spend OF A SINGLE YEAR. The largest quantum company $IONQ with a $17bn market cap is a mere 4% of [----] AI capex spend. If quantum can capture just 5-10% of annual compute capex its a $50bn+ p.a. industry Ive been critical of the valuations of quantum stocks. But in this context Current valuations look cheap. However the challenge for quantum has never been"
X Link 2025-11-26T09:26Z [---] followers, [----] engagements

"Trumps Genesis Mission just named 50+ tech companies to build the DOEs closed-loop AI experimentation platform. Just ONE quantum company made the cut: Quantinuum. Not $IONQ $RGTI $QBTS. The $10B private company with actual logical qubits and 99.9% gate fidelity in production systems. Quantinuum is backed by Honeywell NVIDIA JPMorgan Fidelity and now the US government for national security quantum computing. Meanwhile the public quantum stocks are trading at $8-15B+ market caps with zero logical qubits. Draw your own conclusions. 🤷♂"
X Link 2025-11-26T23:59Z [---] followers, 20.7K engagements

"@SunnySaum I don't discount the possibility $IONQ or others could be added at all. But there are about [--] entities on here. You should ask yourself why couldn't insert company name you're bullish on here make it on the first round when so many others did"
X Link 2025-11-27T01:24Z [---] followers, [---] engagements

"@Gfalz55 I don't discount the possibility $IONQ or others could be added at all. But there are about [--] entities on here. You should ask yourself why couldn't insert company name you're bullish on here make it on the first round when so many others did"
X Link 2025-11-27T01:24Z [---] followers, [---] engagements

"@whitcheez I'm not short. I'm bearish long-term on some names in particular like $RGTI and $QBTS but the risk of shorting these is very high. As for taking out puts it's very hard to identify a catalyst that will cause these companies to blow up over a reasonable timeframe"
X Link 2025-11-27T02:10Z [---] followers, [---] engagements

"@commonsenseplay The valuations are pumped there is some misleading stuff out there. But its not all a fraud"
X Link 2025-11-27T05:24Z [---] followers, [---] engagements

""AI doesn't intersect with quantum at all" Interesting take. So we're ignoring: Quantum machine learning algorithms Tensor network methods that originated in quantum physics now powering classical ML Drug discovery pipelines where AI handles protein folding and quantum simulates molecular interactions Materials science workflows combining AI models with quantum chemistry calculations The whole point of Project Genesis is training foundation models that will integrate quantum accelerators for exactly these workloads. There are tens of billions of dollars betting on this intersection. But sure"
X Link 2025-11-27T05:59Z [---] followers, [----] engagements

"This is just total gobbledygook. You say Quantum computers are designed for: Exploring exponentially large solution spaces simultaneously which is not how they work. You are sorely mistaken. They dont brute-force every option at once. They use structured algorithms (like Grover QAOA phase estimation) that amplify good solutions and suppress bad ones"
X Link 2025-11-27T11:22Z [---] followers, [---] engagements

"Formed in [----] by merging Cambridge Quantum (software) with Honeywell Quantum Solutions (hardware). Honeywell ( $HON ) is a defense contractor and aerospace giant. That matters when you're building quantum computers for national security missions. In November [----] they closed an oversubscribed fundraise of $800M at a $10B valuation. Backed by Honeywell NVIDIA JPMorgan Serendipity Capital Fidelity Mitsui and Amgen amongst others. When serious money wants quantum exposure they go private. Public quantum stocks: $8-15B market caps trading on roadmap promises. Quantinuum: $10B private valuation"
X Link 2025-11-27T13:15Z [---] followers, [---] engagements

"@genejchan @walleteer_eth @IonQ_Inc Interesting. I think youre right - given OI they neednt have invested much in getting Tempo to perfection. I think we just wont hear much about Tempo. The press release is the first and last well hear about it"
X Link 2025-11-27T13:23Z [---] followers, [---] engagements

"@MTF_Trades27 It's the implied post SPAC merger market cap"
X Link 2025-11-28T01:33Z [---] followers, [---] engagements

"@cliffrhodes Tell me you're long $RGTI without telling me"
X Link 2025-11-28T01:34Z [---] followers, [---] engagements

"@BlackInWhite434 @SciTechera Neutral atom systems have 1000+ qubits and IBM demoed a 1000+ (admittedly flawed) qubit system years ago"
X Link 2025-11-28T13:45Z [---] followers, [--] engagements

"How do the capabilities of the listed quantum companies stack up Let's see 👇 There are three quantum capabilities: computing networking and sensing. $IONQ is the giant with a $17B market cap. They started out as a computing company but have smartly acquired leading businesses and teams across the stack. Top marks for their sensing and networking businesses BUT a middling grade on the compute side. Why They've never had a top tier machine in production. It's always been Google IBM or Quantinuum. $RGTI and $QBTS are one-trick ponies where the trick (computing) isn't working. No diversification"
X Link 2025-11-28T13:48Z [---] followers, [----] engagements

"@Russel1441065 Quantum security is a classical business"
X Link 2025-11-28T14:00Z [---] followers, [---] engagements

"@Russel1441065 Not literally everybody. But here's a list of those who've done it already: Apple Cloudflare Google Meta Signal Zoom Microsoft OpenSSH GitHub Red Hat ExpressVPN Palo Alto Networks Tuta Mail Proton"
X Link 2025-11-28T14:05Z [---] followers, [---] engagements

"@Russel1441065 None. Unless you're referring to $IONQ's future-dated plans"
X Link 2025-11-28T14:13Z [---] followers, [---] engagements

"@CHB1284 @gohyunson Please tell me more about Tempo. On what basis can you say it is higher fidelity than Willow As discussed on another thread before Tempo was released with nothing more than a press release. We know it has [--] qubits but thats it. No randomised benchmarking. No scientific work published on it. Very likely the fidelities are much worse than Quantinuum and even Willow"
X Link 2025-11-28T23:54Z [---] followers, [---] engagements

"@SurfShopCapital Im familiar with Horizon. I have some doubt about if that SPAC ever completes but Ill revisit this"
X Link 2025-11-28T23:57Z [---] followers, [---] engagements

"Quantum daily performance 📊 Looks like the market spent Thanksgiving catching up on my analysis. 🤷♂ $CCCX (Infleqtion) leads the sweep (+6.7%). Finally getting recognition for having a broad portfolio and solid compute program vs. the rest. $IONQ follows (+5.1%) while $QBTS and $CHAC barely woke up. Meanwhile $RGTI didnt even move. Have people finally come to their senses"
X Link 2025-11-29T00:02Z [---] followers, [----] engagements

"This is my league table of quantum insider selling. $IONQ has been the worst offended with nearly half a billion of sales this year alone. Breaking: More insider sales at $IONQ. The outgoing Chief Revenue Officer just filed to sell: - [-----] common shares - Estimated value: $1.175M This adds to the nearly half a billion worth of insider sales over the last [--] months - it's pretty much every day now https://t.co/xN7GhJEvUC Breaking: More insider sales at $IONQ. The outgoing Chief Revenue Officer just filed to sell: - [-----] common shares - Estimated value: $1.175M This adds to the nearly half a"
X Link 2025-11-29T00:27Z [---] followers, [----] engagements

"@kabu_mac The big sales werent to pay taxes. They sold literally their entire stakes"
X Link 2025-11-29T02:01Z [---] followers, [--] engagements

"@avgvalueinvest Yes but why would these people sell their entire stakes (especially NDMs investment arm as you characterise it) if this company is supposed to be the next $NVDA"
X Link 2025-11-29T02:32Z [---] followers, [---] engagements

"@xDeeez @CHB1284 @gohyunson They only put out a press release. No tech specs papers or any evidence that customers have used it for anything interesting. Draw your own conclusions"
X Link 2025-11-29T11:29Z [---] followers, [--] engagements

"@xDeeez @CHB1284 @gohyunson Target being the operative word"
X Link 2025-11-29T11:59Z [---] followers, [--] engagements

"People are sleeping on quantum 😴 THEN: Feynman's 1980s thought experiment. Shor's algorithm (1994). First 2-qubit demo (1998). Decades of "10 years away." NOW: Commercial systems shipping. Logical qubits demonstrated. Error correction actually working. Remember $NVDA before AI It used to make graphics cards for gamers. Now $4T+ backbone of the AI revolution. Quantum is going to make the same leap. From niche to global compute infrastructure. The entire public quantum sector market cap ($45B) is less than NVIDIA revenue from a SINGLE QUARTER ($57B). Don't sleep on it anon"
X Link 2025-11-29T15:34Z [---] followers, [----] engagements

"@Sir_Intranet Algorithmic discovery should speed up substantially now real machines are coming online. It took a while for people to discover the killer use case of GPUs was neural nets not rendering games at [--] fps"
X Link 2025-11-30T02:50Z [---] followers, [---] engagements

"Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps. These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them. Meanwhile two SPAC merger candidates - $CCCX (Infleqtion) and $CHAC (Xanadu) - are trading at implied valuations of HALF these zombie companies 🤷♂ Infleqtion has a legitimate compute business with strong sensing capabilities. Diversified revenue real customers. Xanadu is betting on photonics - requires incredible engineering execution but could leapfrog"
X Link 2025-11-30T06:22Z [---] followers, 12.7K engagements

"@rinopucci23 Whats misleading Happy to engage with you on the substance of any part of my analysis. Staying the obvious Im not affiliated with or paid by any listed companies"
X Link 2025-11-30T07:38Z [---] followers, [---] engagements

"What you need to understand is that under the superconducting umbrella there are myriad architectural decisions and fundamental differences in approach. $RGTI has pursued an architecture that is fundamentally unscalable. It relies on chiplet manufacturing local connectivity and a very high 1000:1+ QEC overhead. Contrast to IBM and others which have introduced long-range connectivity to take advantage of lower overhead qLDPC codes. Thats why IBM made it through DARPA QBI to Stage B and Rigetti didnt"
X Link 2025-11-30T08:41Z [---] followers, [---] engagements

"The pinnacle of achievement in quantum computing is showing logical qubits that work. Can your logical qubit outperform the physical Thats the only metric that matters for scaling. Quantinuum Google ( $GOOG ) and a select few have crossed this threshold - demonstrating that error correction actually improves performance. The rest Roadmap promises for logical qubits. $IONQ $RGTI and others are selling logical qubit timelines while still operating below break-even. $QBTS doesnt even have a concept of error correction. You cant scale what doesnt work at small scale. 🤷♂"
X Link 2025-11-30T14:49Z [---] followers, [---] engagements

"Not sure how people are still defending $RGTI at this point 🤷 Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps. These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them. Meanwhile two SPAC merger https://t.co/CzqygR4ov8 Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps. These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them."
X Link 2025-12-01T09:15Z [---] followers, [----] engagements

"Cmon Gene this completely misses how corporate finance works. IBMs negative net cash sits next to $60B+ in annual revenue and a $6B+ R&D budget funded from operations. They dont need cash on hand - they generate it every quarter. They can raise billions in non-dilutive debt financing at the drop of a hat. IonQ is like a trust fund kid with a $3.5B trust fund. Its a lot versus the quantum startups but nothing vs the quantum giants sitting in big tech companies"
X Link 2025-12-01T16:47Z [---] followers, [---] engagements

"Starting to notice a concerning pattern here about how $IONQ is winning customers and partners: - U Chicago: IonQ gave a free equity grant for partnership - Drone startup: IonQ made an equity investment for "collaboration" - CCRM biotech: "investment commitment" for partnership This is backwards. Enterprise customers should pay YOU for valuable technology. AWS doesn't invest in companies to use EC2. Microsoft doesnt give you free $MSFT shares to use Azure. CCRM has 300+ scientists and extensive GMP facilities. If IonQ's systems offered real computational advantages for therapeutic development"
X Link 2025-12-01T21:31Z [---] followers, [----] engagements

"@genejchan Desperation"
X Link 2025-12-02T16:26Z [---] followers, [---] engagements

"One of the best ways to track progress in quantum hardware is logical qubits. These are formed from a greater number of physical qubits to reduce errors - the foundation for fault-tolerant quantum computing. The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with [--] logical qubits. Of the listed quantum companies $CCCX (Infleqtion) is the only one that has demonstrated logical qubits at all. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap"
X Link 2025-12-02T19:38Z [---] followers, 23.8K engagements

"Whats the best way to build a quantum computer DARPAs benchmarking program (QBI) gives some clues 👀 🚩 Superconducting qubits: only [--] out of [--] companies have advanced from Stage A to B. Google Atlantic Quantum $RGTI Qolab/HPE and Alice & Bob didnt advance. $QBTS wasnt even involved. ✅ Silicon spin qubits: [--] out of [--] advanced (100% pass rate). SQC Diraq Quantum Motion and Photonic Inc. all through. But these are all private. ✅ Neutral atoms: [--] out of [--] (Atom and QuEra). $CCCX (Infleqtion) needs to get in the process ASAP to have credibility. $IONQ made it through and so did its trapped ion"
X Link 2025-12-03T14:56Z [---] followers, [----] engagements

"Theres nothing misleading here. Forte was around 99.2% fidelity in practice. Thats simply not good enough to make logical qubits. Tempo has not had any hard data released about its performance. While IonQ talks about 99.99% fidelities that was on a [--] qubit demonstrator device. If they can actually deliver that across [---] qubits (which would be an extraordinary achievement) then yes they have a good argument there. But today they have not demonstrated a single logical qubit. Anyone who says otherwise is misinformed"
X Link 2025-12-03T22:44Z [---] followers, [---] engagements

"Quantum stocks bounced hard late in the session today led by the sector's most speculative plays. 📊 Daily performance: $QBTS (D-Wave) +11.5% $QUBT (Quantum Computing Inc.) +9.7% $RGTI (Rigetti) +9.0% $BTQ +8.8% $IONQ +3.7% $CCCX (Infleqtion) +1.3% $CHAC (Xanadu) flat Classic risk-on pattern: the most challenged companies rallied hardest while the sector's largest $IONQ lagged. The pre-SPAC names ($CCCX $CHAC) barely participated - still waiting for the market to recognise their value"
X Link 2025-12-03T22:49Z [---] followers, [----] engagements

"Infleqtion ( $CCCX ) and its neutral atom play is looking solid vs private peers. [----] qubits in their prototype device with 99.5% [--] qubit gate fidelity puts them ahead of Atom Computing (1180 qubits) and QuEra (256 qubits) on raw qubit count. One caveat we haven't seen updated devices or prototypes from those companies for a while so they may have closed the gap. More interesting: they're the only one here with both computing and sensing plays. But here's the big hole $CCCX needs to plug: where's Infleqtion in DARPA's Quantum Benchmarking Initiative (QBI) Atom Computing and QuEra are both in"
X Link 2025-12-04T14:51Z [---] followers, [----] engagements

"@genejchan Yep whatever one thinks about these individual names - shorting them is a dangerous game. I like the long quality short $RGTI trade construct"
X Link 2025-12-04T19:52Z [---] followers, [---] engagements

"Whats going on with quantum stocks 😳 Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The pre-SPAC merger plays ( $CCCX and $CHAC) once again lagged the pack despite Infleqtion being arguably the strongest risk/reward story in the bunch. The valuation gaps should close quickly once the SPAC mergers complete"
X Link 2025-12-04T21:14Z [---] followers, [----] engagements

"@TheTradeWizard_ This would be great except $IONQ didnt make the Genesis mission 😂 Its rival Quantinuum did"
X Link 2025-12-05T05:51Z [---] followers, [---] engagements

"@genejchan Would have thought this is a good experiment to run on $IONQ hardware. Why didnt they"
X Link 2025-12-05T14:09Z [---] followers, [---] engagements

"@genejchan Mentions a smaller lab device with [--] ions. Probably they needed unfettered / lower level access and it was a Duke thing not $IONQ"
X Link 2025-12-05T14:40Z [---] followers, [--] engagements

"@Douglas34184094 How do you say Infleqtion in South Korean Asking for a friend"
X Link 2025-12-05T14:41Z [---] followers, [---] engagements

"@commonsenseplay Strongly encourage yall to close the quantum shorts. $RGTI is a long-term dud bud there is a lot of dumb money hitting the bid"
X Link 2025-12-05T15:15Z [---] followers, [---] engagements

"@travfourr Its not accounting fraud but its dubious circular financing"
X Link 2025-12-05T17:51Z [---] followers, [---] engagements

"@SurfShopCapital Yes $IONQ boosters will try to say its the same dynamic. There are at first glance some similarities but the crucial difference is no one is buying $IONQ systems for state of the art quantum workloads"
X Link 2025-12-05T18:01Z [---] followers, [--] engagements

"The week in listed quantum 👀 After last week's bloodbath quantum stocks staged a solid recovery. The Comeback Leaders: $QBTS (D-Wave) led the pack with +19.1% - impressive bounce after getting hammered. $RGTI and $QUBT both up 10%. These three are the lowest quality companies so go figure 🤷♂ Horizon Quantum ( $DMYY SPAC) finished the week strong locking in a $110M PIPE. It was looking grim for a while but good chance that this company goes on to complete the merger now. I'll do a deeper dive on it this week so follow along. $IONQ rounded things off with a +6.9% gain. The Stragglers: $CCCX"
X Link 2025-12-06T11:05Z [---] followers, [----] engagements

"Valuations remain relatively elevated. $IONQ leading at close to $20B. Somehow $RGTI and $QBTS remain near $10B despite them not having a chance of delivering real value to customers in sight. $CCCX remains the best value pick - good computing and sensing programs at over a 50% discount"
X Link 2025-12-06T11:07Z [---] followers, [----] engagements

"WHEN CAN QUANTUM CRACK BITCOIN Everyone's favorite dinner party question. Here's what the data actually shows. In [----] it was estimated Shor's algorithm needed [--] billion physical qubits to break RSA-2048. Today's best estimate Under [--] million and falling. That's a 1000x improvement in a decade years purely with algorithmic and error correction advances. Meanwhile qubit counts have quietly gone from [--] 1000+ and a few company roadmaps show 1M by [----]. The lines are starting to converge. Now roadmaps aren't always reality. But the trend is undeniable: requirements are dropping and hardware is"
X Link 2025-12-07T18:18Z [---] followers, [----] engagements

"Yes there is fidelity and many more characteristics that are important. But handfuls of demonstrations have shown the physics ceiling is very high (99.9-99.99% fidelities depending on the platform). Now its about engineering. Moving to industrial fabs and tooling should help close that gap. Im not saying its a certainty by [----] but its a possibility"
X Link 2025-12-08T06:56Z [---] followers, [--] engagements

"IonQ deploys Slovakia's first "national quantum communication network" via its recently acquired ID Quantique subsidiary. It's QKD + PQC linking [--] sites in Bratislava. Wow 🙄 But on quantum computing the core business of $IONQ Zero logical qubits. IonQ is partnering with the @AkademiaVied to introduce Slovakias first national quantum communications network. With our quantum infrastructure as a foundation were building more secure resilient communications for Slovakia that can serve as a model for Europe. Learn more: IonQ is partnering with the @AkademiaVied to introduce Slovakias first"
X Link 2025-12-08T12:20Z [---] followers, [----] engagements

"@xyzdkfe Golden Dome bro 👊 😂"
X Link 2025-12-08T14:15Z [---] followers, [--] engagements

"@D27357 @SPAC_Infleqtion @infleqtion The process is open - new entrants can join at Stage A or B. DARPA QBI is a big resource suck. $CCCX management likely prioritising access to capital markets"
X Link 2025-12-08T14:19Z [---] followers, [---] engagements

"I've been sceptical about $IONQ's hardware efforts and progress but the quantum error correction (QEC) team led by Nicolas Delfosse has been on a roll lately. QEC was (thought) to have very demanding classical overhead. This along with some other breakthroughs from some other groups shows that maybe the requirements are not so steep after all at least for trapped ion systems. One of the criticisms of trapped ion systems is the speeds which are very slow (compared to other approaches). However the slow speeds actually result in benefits when it comes to QEC as the latency requirements are"
X Link 2025-12-09T05:56Z [---] followers, [----] engagements

"It keeps pumping because theyre aggressive at marketing and theyre one of a few listed stocks to express ones positive opinion about quantum computing. I dont think it can sustain a $10B+ valuation over the long-term. But I dont know if that means it craters next week or [--] years from now"
X Link 2025-12-09T06:41Z [---] followers, [--] engagements

"Horizons Triple Alpha platform tackles what no one else is addressing: full-stack classical-to-quantum compilation. Theyre building four hardware-agnostic abstraction layers from assembly code (what HQ calls Hydrogen) to high-level languages (Carbon and Beryllium - the later just previewed publicly today). This is the operating system play for quantum"
X Link 2025-12-09T12:34Z [---] followers, [---] engagements

"Despite being a software company Horizon owns a $RGTI 9-qubit system and committed to buying an $IONQ machine as part of the PIPE. Why You cant build proper low-level abstractions without access to the hardware stack. They need direct access to test compiler optimizations across architectures. Capital-intensive for software but likely necessary to get it right"
X Link 2025-12-09T12:35Z [---] followers, [---] engagements

"@Thebullishbat I prefer this at $900m to $RGTI or $QBTS at $900m (but in fact theyre $9B+ 😂). 5-10 years is pessimistic too. Id peg it at 3"
X Link 2025-12-09T12:46Z [---] followers, [---] engagements

"It's wild that people call quantum "overvalued" when the entire listed quantum sector's market cap is less than NVIDIA's revenue in a single quarter. The sector isn't overhyped. But sure a few names are overpriced. I've called out that $RGTI and $QBTS are trading at valuations completely detached from technical progress or commercial reality. But extrapolating from a couple of meme-adjacent tickers to "quantum is a bubble" is lazy analysis. The real story: a transformative technology class with a total public market footprint that is no more than a rounding error relative to big tech"
X Link 2025-12-09T13:32Z [---] followers, [----] engagements

"@advisors_abcz Team is 50+ a lot of brainpower. CEO/Founder Joe Fitzsimmons is a genius"
X Link 2025-12-09T21:15Z [---] followers, [--] engagements

"MAJOR breakthrough for neutral atom quantum computing just published out of Tsinghua (leading Chinese university) showing a path to 100k qubits Companies like Atom Computing QuEra and $CCCX (Infleqtion) have been able to demonstrate [----] controlled qubits in neutral atom arrays. It's been said that [-----] might be the maximum that can fit inside one module. CalTech this year showed a [----] qubit array. The Chinese team has claimed [-----] optical tweezer spots (280280 array) using a metasurface which is an engineered surface that shapes light at the nanoscale. This replaces the bulky"
X Link 2025-12-10T06:29Z [---] followers, [----] engagements

"Something odd is going on with $IONQ and its quantum computers 🤔 For a while they were saying its Forte system would have 99.9% two qubit fidelity. This is a key measure for quantum computers and a very respectable error rate. However the website says something different. A 0.4% error rate or 99.6% fidelity. But wait it gets MUCH worse"
X Link 2025-12-10T15:46Z [---] followers, [----] engagements

"So the fidelities should be 99.6% right WRONG. At the time of experiment direct randomized benchmarking (DRB) reported median two-qubit gate fidelities of 99.3% (Forte) and 99.17% (Forte Enterprise)"
X Link 2025-12-10T15:49Z [---] followers, [---] engagements

"Let that sink in. $IonQ is saying publicly that its error rates on Forte are 0.4%. But here - in a scientific paper - ITS OWN VERY RESEARCHERS got error rates of 0.7% to 0.8%. Thats about 2x worse which is enormous in quantum terms"
X Link 2025-12-10T15:51Z [---] followers, [---] engagements

"How can you believe anything this company says when its own researchers get worse than classical simulator performance on its quantum hardware 😑 IonQs researchers are in the most privileged position to access the hardware. And they dont get anything close to the spec sheet"
X Link 2025-12-10T15:53Z [---] followers, [---] engagements

"Some of the $IONQ folk are getting quite excited about this Einride optimization news. Here's why I'm not. The global logistics optimization software market is $1-2B total. The industry runs on 5% margins. Classical solvers (Gurobi CPLEX) already find near-optimal routes for $15-50K/year per license. Even if quantum eventually delivers better optimization (not yet) the path there requires deep integration work with logistics providers who have razor-thin willingness to pay. You need high-margin industries where optimization creates massive value or commodity problems at enormous scale."
X Link 2025-12-11T09:02Z [---] followers, [----] engagements

"The error rates on the $IONQ Forte quantum computer are about 2x worse than advertised and 10x worse than the best competitor. Check my analysis out below 👇 Something odd is going on with $IONQ and its quantum computers 🤔 For a while they were saying its Forte system would have 99.9% two qubit fidelity. This is a key measure for quantum computers and a very respectable error rate. However the website says something different. https://t.co/RPA5HcRv6F Something odd is going on with $IONQ and its quantum computers 🤔 For a while they were saying its Forte system would have 99.9% two qubit"
X Link 2025-12-11T12:45Z [---] followers, [----] engagements

"@genejchan You dont see legions of people cheering on X when MSFT does something small. $IONQ solves 2+2=4 people cheer"
X Link 2025-12-11T13:49Z [---] followers, [---] engagements

"@MikeEsp22963470 @genejchan If you knew basic financial math youd have been able to figure out that $IONQ sold that investor a basket of stock + warrants worth almost $4 billion for cash almost half that price. The investor got an amazing deal"
X Link 2025-12-11T14:07Z [---] followers, [--] engagements

"Quantum stocks were green across the board today (well mostly) And finally some love for $CCCX $CCCX (Infleqtion) +4.8% $QBTS (D-Wave) +4.5% $RGTI (Rigetti) +2.9% $QUBT (Quantum Computing Inc.) +2.1% $IONQ +1.7% $CHAC (Xanadu) +0.7% $DMYY (Horizon Quantum) -1.7% $BTQ -3.9% Interesting reversal from recent days where $CCCX $CHAC actually led or kept pace today with Infleqtion taking the top spot"
X Link 2025-12-11T21:06Z [---] followers, [----] engagements

"Some more great work from IonQ's excellent error correction team (a standout group of $IONQ). Their paper shows that distributed QPUs with slow interconnects can theoretically outperform monolithic architectures - even when Bell pair generation takes 5x longer than the gate time. The conventional wisdom was that interconnects would be the bottleneck for distributed QC. This seems to suggest another path. This is all theory for now - they need to start demonstrating this on hardware. But with their Lightsync + some other acquisitions they may not be far away from showing this"
X Link 2025-12-12T04:33Z [---] followers, [----] engagements

"This is incorrect. 1) Google Willow and Quantinuum Helios already exist and are in operation 2) Both are more capable devices even if $IONQ hits its target specs with Tempo (which I suspect they may not) $IONQ Tempo will be humanity's best and final viable NISQ device Any NISQ device released after that will be non-starter because IonQ will be going fault tolerance $IONQ Tempo will be humanity's best and final viable NISQ device Any NISQ device released after that will be non-starter because IonQ will be going fault tolerance"
X Link 2025-12-14T01:47Z [---] followers, [----] engagements

"Willow has demonstrated the following things amongst others. These are state of the art demonstrations most bordering on quantum advantage. Can you point me to anything close demonstrated on $IONQ hardware ever First of below-threshold error suppression with exponential improvement RCS quantum advantage validated Quantum echo protocols extending coherence Hubbard model simulations inaccessible to classical"
X Link 2025-12-14T03:05Z [---] followers, [---] engagements

"@genejchan There is no real work on NISQ devices. What is possible (if your hardware is good enough) are frontier physics or arbitrary quantum advantage demonstrations. $IONQ has not got hardware capable of any of that (at least today)"
X Link 2025-12-14T03:36Z [---] followers, [---] engagements

"Yep 😂 $IONQ has good tech and it is without doubt the best listed quantum company. So I hold a position. But its not the best quantum company overall in my opinion. In addition a sober examination of its current and past generation hardware should make clear theyve never been a QC hardware leader. For $IONQ its all about the roadmap. Any perspective other than this is not grounded in fact"
X Link 2025-12-14T05:13Z [---] followers, [---] engagements

"@genejchan @GuywithUmbrella Gene I think we would have heard about it if they had achieved anything interesting. If the wind blows in the forest $IONQ puts out a press release"
X Link 2025-12-14T07:10Z [---] followers, [---] engagements

"@jrouldz If you're in markets long enough making calls there will be some great multi-baggers. It's just a numbers game. That said - good call on $RGTI"
X Link 2025-12-15T01:44Z [---] followers, [--] engagements

"@commonsenseplay Are you suggesting he is paid by Seeking Alpha or paid by $IONQ One is fine one is not"
X Link 2025-12-15T05:59Z [---] followers, [---] engagements

"Thanks for clarifying. Not sure whats the problem that Seeking Alpha pays you. Every stock market influencer on this platform is effectively getting paid by X to shill their long or short positions. Its no different. If $IONQ was paying you directly then thats a very clear conflict. But thats not the case"
X Link 2025-12-15T12:39Z [---] followers, [---] engagements

"Quantum valuations are still crazy 🤯 So $IONQ without doubt the highest quality listed company is at $17.8B market cap. Is it a leader in quantum computing IMO no - there are some better companies out there (private or part of tech giants) but I can get behind the $IONQ valuation given the breadth and depth of its quantum program and the $3.5B cash it has on the balance sheet. But what else have we got. $QBTS and $RGTI around $9BN a piece Are you kidding me D-Wave doesn't even do gate-based quantum computing. Rigetti couldn't make it through DARPA QBI Stage B. The best value play out there"
X Link 2025-12-15T14:20Z [---] followers, [----] engagements

"@genejchan I think $IONQ is rightly the highest valued and best LISTED quantum company. Is it the best quantum company full stop Im not convinced. Time will tell"
X Link 2025-12-15T14:34Z [---] followers, [---] engagements

"Its totally unheard of in the computing world to not publish even basic specs of a systems performance. $IONQ bulls are deluding themselves by saying the machines are so powerful they couldnt possibly publish some basic information on its performance. IonQ was NOT selected for the Trump Administrations Genesis mission but its closest competitor Quantinuum did make the cut. Quantinuum is very transparent on its system specs and capabilities (just like NVIDIA or any other HPC company). So the idea that releasing $IONQ specs would be some national security threat is just total lunacy. Rant over."
X Link 2025-12-15T21:08Z [---] followers, [----] engagements

"Quantum bloodbath today - all listed darlings haemorrhaging: 🔴 $CCCX -6.1% $IONQ -8.5% $RGTI -8.9% $QBTS -9.0% $QUBT -9.5%"
X Link 2025-12-16T00:23Z [---] followers, [----] engagements

"@gimsiwon75140 No its not a scam. Some good people and technology there. But at the top its run more like a marketing machine than a technology company"
X Link 2025-12-16T00:37Z [---] followers, [---] engagements

"@genejchan Per my understanding this is the calibration IonQ reports to Braket. The results you get on any run can vary wildly"
X Link 2025-12-16T08:41Z [---] followers, [---] engagements

"Very curious presentation of this transaction from $IONQ. The original agreement announced back in [----] already noted it would be an AQ35 system (Forte) and an AQ64 system (Tempo). So what exactly is new here other than an extension The question that is unanswered is whats the net new revenue here. IonQ is expanding its partnership with QuantumBasel. The agreement brings the total deal value to $60M+ extends IonQs on-site presence through [----] grants ownership of IonQ Forte Enterprise and secures ownership of a next-gen Tempo system. QuantumBasel remains IonQs https://t.co/Di1cQjBxMX IonQ is"
X Link 2025-12-18T03:39Z [---] followers, [----] engagements

"@genejchan [--] generations of [--] I missed that part"
X Link 2025-12-18T04:27Z [---] followers, [---] engagements

"No new quantum companies announced in this wave of the Genesis mission. Where is $IONQ Its competitor Quantinuum got in on the first round. The $IONQ bulls are insistent that its a national security champion. So why cant the make the Genesis mission https://t.co/NVCB29ZqTd https://t.co/NVCB29ZqTd"
X Link 2025-12-19T00:28Z [---] followers, [----] engagements

"Just getting through Scott Aaronsons recent interview with @QuantumBullHQ He says what Ive been saying all along: I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year The $IONQ bulls really need to stare this one in the eye. What have they done apart from sell some stock to retail and sell some machines to uninformed buyers (and/or vendor financed it) The story is great and all but at some point you need to show real technology progress"
X Link 2025-12-21T15:19Z [---] followers, [----] engagements

"US vs. China in quantum computing: how do they stack up Based on publicly disclosed data the US appears to be firmly in front with leading Superconducting (Google/IBM) Trapped Ion (Quantinuum) and Neutral Atom (Atom Computing) systems. China's disclosed systems (USTC's Zuchongzhi [--] Wuji-1 and a recent neutral atom system) are respectable but trail the US leaders. The big caveat China's quantum sector is notably opaque. What we see here may not be their most current capabilities. 🤷♂ That said based on what's known the US has both higher-performing individual machines and more systems"
X Link 2025-12-21T19:33Z [---] followers, [----] engagements

"You obviously have no idea how quantum computers work. The larger the quantum computer gets the more classical compute is required to control it and to perform error correction in real time. $IONQ hasnt demonstrated logical qubits yet so it has no need for classical error decoding"
X Link 2025-12-21T23:33Z [---] followers, [---] engagements

"He is an algorithms guy. His point was they havent demonstrated any meaningful quantum algorithms on their own hardware (relative to the leaders). Its a fair criticism. The reason is their hardware has never been state of the art - I suppose this is why they felt compelled to buy Oxford Ionics to have another crack"
X Link 2025-12-22T01:44Z [---] followers, [---] engagements

"🚀 Quantum's Christmas came a couple days early: [--] names massively green amid holiday cheer. $QBTS +20% $CCCX +13.5% $RGTI +13.2% $QUBT +12.9% $IONQ +11.1% $CHAC +1.3% $BTQ +0.3% $DMYY -1.7% D-Wave leads the sleigh. Clearly its risk-on. Most of these stocks still have zero logical qubits to show for it. Merry Xmas indeed. 🤷♂ https://twitter.com/i/web/status/2003210199696572831 https://twitter.com/i/web/status/2003210199696572831"
X Link 2025-12-22T21:05Z [---] followers, [----] engagements

"D-Waves ( $QBTS ) $10bn+ market cap continues to baffle me. Yes they have some marquee customers - AT&T Docomo etc. But heres what few ask: could these optimisation problems be solved classically The answer is almost always yes. Most optimisation projects classical or quantum are really about defining the problem correctly and integrating into enterprise systems. Getting any marginal solution is enough to clear the bar. D-Wave isnt running a compute business. Its running an IT consulting and systems integration business with quantum hardware as a prop. The speedup from quantum optimisation vs"
X Link 2025-12-23T13:32Z [---] followers, [---] engagements

"@Russel1441065 @4PFinance How about you respond to the substance of his arguments and point us all to anything done on $QBTS or $IONQ hardware that couldnt have been done classically"
X Link 2025-12-23T13:33Z [---] followers, [---] engagements

"@genejchan Nothing new here. Tempo has been coming for a long time. Wake me up when the [---] qubit system is actually delivered and operational"
X Link 2025-12-24T05:44Z [---] followers, [---] engagements

"@BioMindBeliever Great analysis. I think people struggle with the market because the current TAM is so low. These breakthrough products need to come to market at the right price and volume for it to really open up"
X Link 2025-12-24T07:19Z [---] followers, [--] engagements

"🎅 Santa came early for Infleqtion / $CCCX holders. Infleqtion up +25% over the past [--] days outperforming everything in quantum. I've been banging on about the valuation gap here for a while now. When you've got a neutral atom quantum computing + sensing play trading at a 50%+ discount to long-term duds like $RGTI and $QBTS it's an easy trade. The market is starting to notice what's been hiding in plain sight. https://twitter.com/i/web/status/2003778399861612699 https://twitter.com/i/web/status/2003778399861612699"
X Link 2025-12-24T10:42Z [---] followers, 23.2K engagements

"The valuation gap remains quite significant though. $CCCX and its implied post-SPAC market cap are at a 58% discount to $QBTS and 48% discount to $RGTI"
X Link 2025-12-24T10:44Z [---] followers, [----] engagements

"The year is nearly over. Let's look at the performance rankings the quantum companies DON'T want you to see. This isn't revenue. It isn't qubit counts. It isn't roadmap promises. It's how much stock insiders have sold in 2025: 🥇 $IONQ $440M 🥈 $QBTS $111M 🥉 $RGTI $39M 4th: $QUBT $33M Over $600M in insider sales across just four companies. These are the people who know the technology best. They've seen the roadmaps. Publicly they're saying they're the "next NVIDIA" but their stock sales suggest the opposite. Draw your own conclusions. 🤷♂ https://twitter.com/i/web/status/2004132483970052359"
X Link 2025-12-25T10:09Z [---] followers, 11.2K engagements

"@jrouldz There are some good software and workflow developments in that paper but the part running on quantum hardware is really incidental only. A first year undergrad could classically simulate that"
X Link 2025-12-25T10:22Z [---] followers, [--] engagements

"Its a hard trade in my opinion. There is so much hype and retail money and no clear catalysts for the bubble to pop (other than macro). They could very well keep increasing for an indefinite period of time. Naked short is very risky. Long-dated puts are quite expensive due to the high IV. I dont have any better ideas 🤷"
X Link 2025-12-25T20:54Z [---] followers, [---] engagements

"@KryptoCop Wrong. If you sell to pay taxes you sell a portion of your stake not the whole thing"
X Link 2025-12-26T09:26Z [---] followers, [---] engagements

"Here is how to become a quantum stock influencer in [----]. It's really quite easy. Step 1: Wait for $IONQ press release "IonQ announces strategic collaboration to explore quantum applications in industry" Step 2: Paste into ChatGPT "Write me an X post about how this subject I don't understand is a game-changer for the whole industry" Step 3: Post output verbatim "🚀 MASSIVE news for $IONQ This partnership signals that quantum computing is NOW. Enterprise adoption is accelerating faster than anyone predicted. The quantum revolution isn't coming it's HERE. First mover advantage = generational"
X Link 2025-12-26T12:33Z [---] followers, [----] engagements

"What are the most productive listed quantum companies out there Here's how they stack up. $IONQ leads at $319K -- surprisingly strong and primarily aided by a few acquisitions (ID Quantique in particular). For an R&D-heavy hardware company this is actually respectable. Credit where it's due. $CCCX (Infleqtion SPAC vehicle) is at a respectable level of $132K. Then there's a cliff. $QBTS sits at $67K. $RGTI at $54K. $QUBT at $40K. These are woefully low. "But these are growth businesses" you will say. Sure. But growth toward what They're just funding a research lab with a marketing lab"
X Link 2025-12-26T19:25Z [---] followers, [----] engagements

"Such a bad take. $NVDA buying Groq actually shows how willing and able it is to move when theres a competitive threat. Quantum is worst case about [--] years away from reaching this point. quantum will continue to sink as $NVDA buys Groq showing no interest in QC. but the need for compute is still real. i think we have to think about a path past transistor-based computing or we will actually cover the world (and space) in data centers quantum will continue to sink as $NVDA buys Groq showing no interest in QC. but the need for compute is still real. i think we have to think about a path past"
X Link 2025-12-26T21:04Z [---] followers, [----] engagements

"Youve been lied to about quantum computers. Heres how they actually work. The myth: Quantum computers try all answers simultaneously and find the right one This is bullshit. 🙄 Heres what actually happens: A quantum circuit builds a probability distribution over outcomes. When you measure you get one sample. The power comes from interference: the algorithm is engineered so amplitudes for good answers add up and bad ones cancel out. Thats not parallel brute force. If your problem has no usable structure quantum doesnt magically help much. For many problems we dont have a quantum algorithm with"
X Link 2025-12-27T11:08Z [---] followers, [---] engagements

"John Preskill just gave his annual Q2B keynote. The guy who coined NISQ - not exactly a hype merchant - is now saying hes more interested in running applications than he was a few years ago. Big shoutouts to the majors: IBM and Google superconducting devices: 100+ qubits two-qubit error rates approaching 99.9% Quantinuum ion traps: even better fidelity with higher connectivity Fermi-Hubbard simulations on Quantinuum and Google now beyond exact classical simulation Who didnt get mentioned 🤔 Well no love at all for $IONQ $RGTI or $QBTS. Not a surprise when you consider their hardware isnt"
X Link 2025-12-27T13:52Z [---] followers, 17K engagements

"Johns keynote can be found here: https://quantumfrontiers.com/2025/12/26/quantum-computing-in-the-second-quantum-century/ https://quantumfrontiers.com/2025/12/26/quantum-computing-in-the-second-quantum-century/"
X Link 2025-12-27T13:53Z [---] followers, [---] engagements

"@followplut0 Quantinuum is too small a part of $HON. There is some upside but its not a high leverage way to play quantum until its independent"
X Link 2025-12-27T22:33Z [---] followers, [---] engagements

"@BullMeechum3 Thats last years presentation (2024) not 2025"
X Link 2025-12-27T22:35Z [---] followers, [--] engagements

"Pop quiz: If your revenue grows 40% but your OpEx grows 50% are you: A) Scaling efficiently B) Going to be the next $NVDA C) Lighting money on fire If you answered C well done - you understand $QBTS (D-Wave) better than most of their bulls. 👀 The company added $1M in revenue over [--] years. Congrats 🎉 They also added $10M in OpEx. That's a 10:1 ratio of new costs to new revenue. Annealing quantum computers were supposed to be "commercially ready" years ago. This was the technology that would beat gate-based systems to market. The $QBTS bulls talk about how enterprises like AT&T are already"
X Link 2025-12-28T08:43Z [---] followers, [----] engagements

"@KryptoCop Except they made enormous gains and sold their entire stakes"
X Link 2025-12-28T12:13Z [---] followers, [--] engagements

"@xyzdkfe Around that. State of the art systems could do a bit higher now maybe 6-7 bit numbers. A long way to go but the harder part of standing up the primitive is done. Now its scaling"
X Link 2025-12-28T20:14Z [---] followers, [---] engagements

"How $QBTS is incinerating cash 👇 Pop quiz: If your revenue grows 40% but your OpEx grows 50% are you: A) Scaling efficiently B) Going to be the next $NVDA C) Lighting money on fire If you answered C well done - you understand $QBTS (D-Wave) better than most of their bulls. 👀 The company added $1M in revenue https://t.co/BOznth93js Pop quiz: If your revenue grows 40% but your OpEx grows 50% are you: A) Scaling efficiently B) Going to be the next $NVDA C) Lighting money on fire If you answered C well done - you understand $QBTS (D-Wave) better than most of their bulls. 👀 The company added"
X Link 2025-12-28T20:14Z [---] followers, [----] engagements

"Everyone asks me: Hugh which quantum modality wins 🤔 In my opinion its not going to be a winner-take-all dynamic. Different approaches are better for different problems. Superconducting (Google IBM $RGTI): Fast gates (nanosecond scale) proven error correction but scaling is brute force. Googles Willow and IBM Heron R3 are quality systems. Very good for problems requiring low latency or lots of runs to get a solution. Trapped ions (Quantinuum $IONQ): Best fidelities and full connectivity significantly reduce error correction overhead. The drawback is they are very slow. Very promising for"
X Link 2025-12-29T01:45Z [---] followers, [----] engagements

"Trapped-ion and neutral-atom platforms look similar at a distance - both are atomic qubits in ultra-high vacuum - but the trapping and gates are different. Trapped ions are charged atoms confined by electromagnetic fields in a microfabricated ion trap. Neutral atoms are uncharged atoms trapped in optical tweezers (focused laser beams). Neutral-atom 2-qubit gates typically use Rydberg interactions (blockade) which are usually microsecond-scale and faster than trapped-ion 2-qubit gates. The trade-off is that neutral-atom systems often pay overhead in atom preparation and in physical"
X Link 2025-12-29T02:24Z [---] followers, [---] engagements

"New paper from $CCCX (Infleqtion) shows why neutral atoms might have a serious edge in the error correction race 👀 The breakthrough: a modified Rydberg gate protocol that's 7x more efficient than previous "time-optimal" the key: it enables long-range qubit interactions WITHOUT physically moving atoms around. Why does this matter Error correction codes with non-local connectivity could potentially reduce overhead ratios to 10-50x to [--] instead of the 100-1000x+ that some architectures need. That's the difference between "maybe useful in 2035" and "commercially relevant this decade." This was"
X Link 2025-12-30T12:28Z [---] followers, 11.1K engagements

"@genejchan Dilution refrigerators without the cover on look great and capture the imagination. Trapped ion and neutral atom systems are not so photogenic 😢"
X Link 2025-12-30T12:50Z [---] followers, [---] engagements

"@genejchan Quantinuum $CCCX all have this problem 😂"
X Link 2025-12-30T12:57Z [---] followers, [---] engagements

"I dont expect much fanfare on this chip. But if they do release details ignore the qubit count. IBM and Google already have 100+ qubits with strong fidelities. The thing that matters here is chiplet-to-chiplet coupling performance which is integral to $RGTIs scaling roadmap. Good coupling specs or experimental data will be legitimately positive. Vague hand-waving and/or limited data/access will be a major red flag. https://twitter.com/i/web/status/2006241048834806001 https://twitter.com/i/web/status/2006241048834806001"
X Link 2025-12-31T05:48Z [---] followers, [---] engagements

"Quantum stock 1-year performance is in. This chart is a masterclass in hype vs fundamentals. 📊 D-Wave ($QBTS): +172% 🚀 Infleqtion ($CCCX): +53% Rigetti ($RGTI): +11% IonQ ($IONQ): +4% $QUBT: -45% 📉 The bizarre thing The best performer is arguably the worst technology. D-Wave's annealing approach has no path to fault tolerance. Most of their "quantum advantage" claims get debunked within weeks by classical solvers. 🤷♂ Meanwhile $IONQ - supposedly the leader - barely moved. Its private competitor Quantinuum put out arguably one of the best quantum computers in existence (Helios) and all we"
X Link 2026-01-01T09:06Z [---] followers, [----] engagements

"New year time to check receipts. How did the listed quantum companies do vs their [----] roadmaps $CCCX (Infleqtion): ✅ A Promised: Stay on track for [--] logical qubits by [----] Delivered: [--] logical qubits with error detection in [----] a full year early. They accelerated their roadmap and raised targets to [--] logical qubits in [----] and [----] by [----]. $IONQ: ❌ C- Promised: 64-100 qubit Tempo + "five 9's logical 2Q fidelity" Delivered: A press release about a [--] qubit Tempo with no specs no customer access and ZERO logical qubits demonstrated. The five 9's claim Vanished into thin air. $RGTI: ❌ D"
X Link 2026-01-01T17:50Z [---] followers, [----] engagements

"@QuantumBullHQ @rigetti $RGTI is on a road to nowhere. Even if they get this chip out they still dont have a credible roadmap to fault tolerance"
X Link 2026-01-02T01:28Z [---] followers, [---] engagements

"@Hulk9Smash @xyzdkfe @QuantumBullHQ @rigetti Tempo was supposed to be [---] qubits and 99.99% logical fidelity delivered in [----]. All we got was a press release with [--] qubits paving a path to 100"
X Link 2026-01-02T01:29Z [---] followers, [--] engagements

"🚨 $IONQ [----] ROADMAP MISS $IONQ's [----] roadmap promised five 9's (99.999%) logical two-qubit gate fidelity and [---] qubits by year end. What we got instead: a Tempo PR announcement with zero specs zero data zero logical qubits demonstrated. For context Google had an exceptional logical qubit demonstration at the end of [----]. Quantinuum hit 99.9%+ logical fidelity over a year ago and has [--] logical qubits running. Even $CCCX (Infleqtion) has shown [--] logical qubits. $IONQ A press release saying "Tempo is here" 🎉. Zero logical qubits let alone with 99.999% fidelity. Roadmaps aren't supposed to"
X Link 2026-01-02T02:03Z [---] followers, [----] engagements

"Since $IONQ bulls will say "they never promised 99.999%" here is the receipt: "With this updated quantum architecture IonQ expects to reach five 9s (99.999%) in logical two-qubit gate fidelity by the end of 2025" https://investors.ionq.com/news/news-details/2024/IonQ-Unveils-Accelerated-Roadmap-and-New-Technical-Milestones-to-Propel-Commercial-Quantum-Advantage-Forward/default.aspx https://investors.ionq.com/news/news-details/2024/IonQ-Unveils-Accelerated-Roadmap-and-New-Technical-Milestones-to-Propel-Commercial-Quantum-Advantage-Forward/default.aspx"
X Link 2026-01-02T02:03Z [---] followers, [----] engagements

"Great to see Neutral atoms is a very promising modality for quantum computing. It had not made much progress for quite a while. But in [----] it surprised almost everyone in the field when a QuEra/Harvard team demonstrated [--] logical qubits (see: Similar demonstrations have since been made by Atom Computing and Infleqtion. Almost all experts now acknowledge neutral atoms as one of the most promising modalities for fault tolerance. The scaling path is relatively easier to comprehend compared to superconducting and trapped ion. There are some caveats with these demos and machines. A big challenge"
X Link 2026-01-02T03:38Z [---] followers, [---] engagements

"@CletusClapton @commonsenseplay You think $QBTS is great value at $9B. Enough said. No need to get abusive"
X Link 2026-01-02T07:00Z [---] followers, [--] engagements

"Some of the public quantum companies are starting to miss technical milestones. At some point this is going to come home to roost in their stock prices and valuations. In superconducting where $RGTI operates the best companies in the space are all part of tech giants (namely IBM and Google). $RGTI is about [--] years behind the frontier by my estimation and the gap will just grow from here. BREAKING: Rigetti $RGTI fails to meet key technology hardware timeline [--]. Rigetti's CEO publicly stated in their second quarter [----] release (link below) that it was on track to deliver our 100+ qubit"
X Link 2026-01-02T10:01Z [---] followers, [----] engagements

"New year same math that should make you think. Total quantum market cap: $44B NVIDIA single quarter revenue: $57B $IONQ at $16B leads a sector valued like a mid-cap software company. Quantum isn't overhyped (although some individual names are). It's barely priced in at all. The question is timing. https://twitter.com/i/web/status/2007108873618907367 https://twitter.com/i/web/status/2007108873618907367"
X Link 2026-01-02T15:17Z [---] followers, [----] engagements

"@DrocDolf Just making a simple comparison to show relative scale"
X Link 2026-01-02T21:00Z [---] followers, [---] engagements

"Quantum stocks had a great start to the year led by the sector's most attractive play (Infleqtion). Ive been highlighting the valuation gap between Infleqtion and long-term duds like $RGTI and $QBTS for some time. 🟢 Daily performance: $CCCX (Infleqtion) +9.9% $QBTS (D-Wave) +7.6% $QUBT (Quantum Computing Inc.) +7.3% $RGTI (Rigetti) +6.5% $IONQ +4.2% $BTQ +1.2% $CHAC (Xanadu) +1.1% A sign of things to come 😃 https://twitter.com/i/web/status/2007246388653109344 https://twitter.com/i/web/status/2007246388653109344"
X Link 2026-01-03T00:23Z [---] followers, [----] engagements

"IEEE Spectrum just published their [----] of interesting technologies. Headline: "Neutral Atom Quantum Computing: 2026's Big Leap" The thesis: while superconducting and trapped-ion systems fight scale or noise neutral atoms plays like $CCCX are ready for error correction at scale. Players to watch: $CCCX (Infleqtion) -- [--] logical qubits only public pure-play in the space QuEra -- $230M raised 30+ logical qubits Atom Computing -- [----] qubits partnered with Microsoft When IEEE and serious physicists start saying the same thing it's time to pay attention."
X Link 2026-01-05T08:59Z [---] followers, [----] engagements

"The story 👇 https://spectrum.ieee.org/neutral-atom-quantum-computing https://spectrum.ieee.org/neutral-atom-quantum-computing"
X Link 2026-01-05T08:59Z [---] followers, [---] engagements

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