# ![@Cat_States Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1985188394159443968.png) @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.

### Engagements: [------] [#](/creator/twitter::1985188394159443968/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1985188394159443968/c:line/m:interactions.svg)

- [--] Week [-------] +493%
- [--] Month [-------] +141%

### Mentions: [--] [#](/creator/twitter::1985188394159443968/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1985188394159443968/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [---] +36%

### Followers: [-----] [#](/creator/twitter::1985188394159443968/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1985188394159443968/c:line/m:followers.svg)

- [--] Week [-----] +20%
- [--] Month [-----] +49%

### CreatorRank: [-------] [#](/creator/twitter::1985188394159443968/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1985188394159443968/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.03% [stocks](/list/stocks)  20.18% [technology brands](/list/technology-brands)  12.84% [financial services](/list/financial-services)  3.67% [exchanges](/list/exchanges)  #5101 [cryptocurrencies](/list/cryptocurrencies)  1.83% [social networks](/list/social-networks)  0.92%

**Social topic influence**
[$ionq](/topic/$ionq) #16, [$cccx](/topic/$cccx) #2, [$rgti](/topic/$rgti) #7, [$qbts](/topic/$qbts) #7, [qbts](/topic/qbts) #9, [market cap](/topic/market-cap) #327, [the most](/topic/the-most) 11.01%, [stocks](/topic/stocks) #2157, [$chac](/topic/$chac) 11.01%, [$infq](/topic/$infq) #3

**Top accounts mentioned or mentioned by**
[@bullmeechum3](/creator/undefined) [@xdeeez](/creator/undefined) [@genejchan](/creator/undefined) [@drocdolf](/creator/undefined) [@avgvalueinvest](/creator/undefined) [@xyzdkfe](/creator/undefined) [@bitcoin_eagle](/creator/undefined) [@fiddleyf](/creator/undefined) [@apruden08](/creator/undefined) [@commonsenseplay](/creator/undefined) [@mhogervorst1](/creator/undefined) [@wcoastlife87](/creator/undefined) [@draveneric94535](/creator/undefined) [@tequiladdad](/creator/undefined) [@craig_clement](/creator/undefined) [@gbear831](/creator/undefined) [@spacinfleqtion](/creator/undefined) [@citronresearch](/creator/undefined) [@armandarabian](/creator/undefined) [@russel1441065](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [BlackRock Inc (BLK)](/topic/blackrock) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IBM (IBM)](/topic/ibm) [Ethereum (ETH)](/topic/$eth) [ARK Innovation ETF (ARKK)](/topic/$arkk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"You can find the preprint paper here: http://arxiv.org/abs/2602.11457 http://arxiv.org/abs/2602.11457"  
[X Link](https://x.com/Cat_States/status/2022273047445590139)  2026-02-13T11:34Z [----] followers, 14.7K engagements


"@_BigNobody $ETH has been ahead of the game but even that timeline is looking not without risk now"  
[X Link](https://x.com/Cat_States/status/2022356121038860416)  2026-02-13T17:04Z [----] 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](https://x.com/Cat_States/status/2005587996238811412)  2025-12-29T10:33Z [----] followers, 39.5K 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](https://x.com/Cat_States/status/2021559843207909647)  2026-02-11T12:20Z [----] 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](https://x.com/Cat_States/status/2021582294818140477)  2026-02-11T13:49Z [----] 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](https://x.com/Cat_States/status/2021582313944150416)  2026-02-11T13:49Z [----] followers, [---] 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](https://x.com/Cat_States/status/2022156067744919700)  2026-02-13T03:49Z [----] 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](https://x.com/Cat_States/status/2022207046628868179)  2026-02-13T07:11Z [----] 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](https://x.com/Cat_States/status/2022458324697124996)  2026-02-13T23:50Z [----] 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](https://x.com/Cat_States/status/1989651912506183855)  2025-11-15T11:09Z [----] 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](https://x.com/Cat_States/status/1992154972402905532)  2025-11-22T08:55Z [----] followers, [---] engagements


"@rinopucci23 Hello $QBTS bag holder"  
[X Link](https://x.com/Cat_States/status/1998344778753429788)  2025-12-09T10:51Z [----] followers, [---] 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](https://x.com/Cat_States/status/2014318705023619335)  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](https://x.com/Cat_States/status/2015903212088565785)  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](https://x.com/Cat_States/status/2016139061552152712)  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](https://x.com/Cat_States/status/2016148437344149584)  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](https://x.com/Cat_States/status/2016210093990437374)  2026-01-27T18:02Z [----] followers, 25K engagements


"D-Wave just announced a $10M two-year agreement with a Fortune [---] company. Quite hilarious that $QBTS couldn't even get them to put their name in the press release -- maybe they're embarrassed to be associated 😂 The deal involves hardware access but very likely an army of integration experts and in-house consultants doing the unglamorous low-margin work that optimization requires. They're probably selling $15-20M worth of labour and integration work for $10M. Great deal for the customer. https://twitter.com/i/web/status/2016382906336501792 https://twitter.com/i/web/status/2016382906336501792"  
[X Link](https://x.com/Cat_States/status/2016382906336501792)  2026-01-28T05:28Z [----] followers, [----] engagements


"$QBTS is moving its headquarters from Palo Alto - a stone's throw from Silicon Valley - to. Boca Raton Florida. The reason "Bicoastal presence for disaster recovery." Boca Raton. The city famous for golf courses retirement communities and absolutely nothing related to enterprise optimization or quantum computing. Oh and Florida Atlantic University just agreed to buy an Advantage2 system for $20M. What a coincidence. The bulls think this is a massive win. But compare that to how much stock CEO Alan Baratz sold last year. Over $60M California's top marginal rate is 13.3%. Florida's is 0%. I'm"  
[X Link](https://x.com/Cat_States/status/2016499752066593057)  2026-01-28T13:13Z [----] followers, [----] 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](https://x.com/Cat_States/status/2016512499768545408)  2026-01-28T14:03Z [----] followers, [----] engagements


"$IONQ has made its first software acquisition Seed Innovations. The bulls are saying this has transformed it into a defence prime. So lets see what this business is Must be pretty elite. Seed Innovations LLC is a Colorado WOSB specializing in full lifecycle software development cloud migration and technology research and development (R&D). https://investors.ionq.com/news/news-details/2026/IonQ-to-Acquire-AI-Software-and-Technology--RD-Specialist--Seed-Innovations-/default.aspx"  
[X Link](https://x.com/Cat_States/status/2016672736245076241)  2026-01-29T00:40Z [----] 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](https://x.com/Cat_States/status/2016877050511184084)  2026-01-29T14:12Z [----] followers, 14.4K engagements


"Quantum market cap check-in 👀 $IONQ sitting at the top of the heap - you would hope so after all of the stock theyve been issuing to acquire companies. Meanwhile $CCCX (Infleqtion) - the only pure-play with: Actual quantum sensing revenue Neutral atom quantum compute Logical qubits Government/defense contract base .trades at a fraction of the valuation. An absolute bargain at $4B (assuming SPAC merger completion). https://twitter.com/i/web/status/2017030463312060860 https://twitter.com/i/web/status/2017030463312060860"  
[X Link](https://x.com/Cat_States/status/2017030463312060860)  2026-01-30T00:21Z [----] followers, [----] 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](https://x.com/Cat_States/status/2017231417860890701)  2026-01-30T13:40Z [----] followers, [----] engagements


"The $16B question no one can answer: why cant $IONQ systems demonstrate a single logical qubit after all these years Im aware of at least [--] other companies that have done it. 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 https://t.co/IO5CviZLuo Quantum companies are notoriously hard to value. So Ive created my own valuation metric 👨⚕ Market Cap vs Logical Qubits. Three"  
[X Link](https://x.com/Cat_States/status/2017242979262755033)  2026-01-30T14:26Z [----] followers, [----] engagements


"📉 Quantum Week in Review Another red week for the quantum casino. Nobody spared. $RGTI getting absolutely destroyed - over a quarter of its value gone in a week. Speaking of predictions: remember when @commonsenseplay called $IONQ hitting $20 by end of January $IONQ closed at $39.98. To be fair at this rate of decline they might get there eventually. Just slightly off schedule. 🤷♂ https://twitter.com/i/web/status/2017345110091174328 https://twitter.com/i/web/status/2017345110091174328"  
[X Link](https://x.com/Cat_States/status/2017345110091174328)  2026-01-30T21:12Z [----] 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](https://x.com/Cat_States/status/2017597403365564867)  2026-01-31T13:54Z [----] followers, [----] engagements


"One can be open-minded to the long-term prospects while still raising questions about whether the building blocks to get there are actually in place. Logical qubits are not some kind of fiction invented to bring $IONQ down. They are basically created by running a specific type of algorithm on a quantum computer. $IONQ investors need to at least ask the question - why hasn't $IONQ been able to do this after 10+ years of building quantum computers when 6+ other companies have done it You need to demonstrate you can at leat walk before you start to run."  
[X Link](https://x.com/Cat_States/status/2017756446780494286)  2026-02-01T00:26Z [----] 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](https://x.com/Cat_States/status/2019035234021589231)  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](https://x.com/Cat_States/status/2019205165501616214)  2026-02-05T00:23Z [----] followers, [----] engagements


"This report is very shoddy work in my opinion. There is some very valid $IONQ criticism - but also a lot of unsubstantiated claims. They would have been better served by sticking to a few central points substantiated by hard data and evidence instead of often straying into speculation. Honestly some of the bears and sceptics (including yourself and myself if I may say so) have done a better job of articulating this stuff. https://twitter.com/i/web/status/2019374805745852707 https://twitter.com/i/web/status/2019374805745852707"  
[X Link](https://x.com/Cat_States/status/2019374805745852707)  2026-02-05T11:37Z [----] followers, [---] engagements


"@caliboy61191 Having at least $0.5B+ on the balance sheet is table stakes for quantum. This is an R&D and capex intensive industry"  
[X Link](https://x.com/Cat_States/status/2019601879945343444)  2026-02-06T02:39Z [----] followers, [--] engagements


"Infleqtion remains a great company. However it has become collateral damage of the market environment that were living in right now"  
[X Link](https://x.com/Cat_States/status/2019758963139764324)  2026-02-06T13:03Z [----] followers, [----] engagements


"Yeah - the beauty is its an even better risk/reward now - with the caveat being weve only got a few days of it left (unless they defer the vote). Fingers crossed we get some more time. My bet is theyll at least wait out the weekend and see how things are heading into Monday"  
[X Link](https://x.com/Cat_States/status/2019764990765629864)  2026-02-06T13:27Z [----] followers, [---] engagements


"@followplut0 You mean algorithmic qubits $IONQ has already shifted from that rubbish"  
[X Link](https://x.com/Cat_States/status/2020284797923520728)  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](https://x.com/Cat_States/status/2020472684975628309)  2026-02-08T12:20Z [----] 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](https://x.com/Cat_States/status/2021004641685864947)  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](https://x.com/Cat_States/status/2021040874218733721)  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](https://x.com/Cat_States/status/2021126603821240342)  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](https://x.com/Cat_States/status/2021197679196508474)  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](https://x.com/Cat_States/status/2021211479576334554)  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](https://x.com/Cat_States/status/2021213228001349782)  2026-02-10T13:22Z [----] 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](https://x.com/Cat_States/status/2021292887552798905)  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](https://x.com/Cat_States/status/2021293807074189492)  2026-02-10T18:42Z [----] 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](https://x.com/Cat_States/status/2021352387198452052)  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](https://x.com/Cat_States/status/2021422985962455298)  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](https://x.com/Cat_States/status/2021439922188714225)  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](https://x.com/Cat_States/status/2021448873441714442)  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](https://x.com/Cat_States/status/2021453022711382033)  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](https://x.com/Cat_States/status/2021459127793483785)  2026-02-11T05:39Z [----] followers, [--] engagements


"@LarryHowe195112 @WCoastlife87 Look up $IONQ $QBTS $RGTI. These were all quantum companies that became public by SPAC"  
[X Link](https://x.com/Cat_States/status/2021823219800637685)  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](https://x.com/Cat_States/status/2021844876607074372)  2026-02-12T07:12Z [----] 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](https://x.com/Cat_States/status/2022142365675516190)  2026-02-13T02:54Z [----] followers, [---] engagements


"@Russel1441065 @genejchan Don't throw out your lasers. $IONQ needs them for QKD sensing space etc"  
[X Link](https://x.com/Cat_States/status/2022177202205601917)  2026-02-13T05:13Z [----] 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](https://x.com/Cat_States/status/2021590377216774259)  2026-02-11T14:21Z [----] followers, [----] 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](https://x.com/Cat_States/status/2022102611017838649)  2026-02-13T00:16Z [----] followers, 38.8K engagements


"🚨 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](https://x.com/Cat_States/status/2022272874741195121)  2026-02-13T11:33Z [----] followers, 204.5K 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](https://x.com/Cat_States/status/2022281750525903110)  2026-02-13T12:08Z [----] 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](https://x.com/Cat_States/status/2022306922448507380)  2026-02-13T13:48Z [----] 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](https://x.com/Cat_States/status/2022666134194139579)  2026-02-14T13:36Z [----] followers, [----] engagements


"@MondoARG Most likely at some point in the next 5-8 years IMO. Could be sooner"  
[X Link](https://x.com/Cat_States/status/2022866831988658633)  2026-02-15T02:53Z [----] 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](https://x.com/Cat_States/status/2022463830857781355)  2026-02-14T00:12Z [----] 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](https://x.com/Cat_States/status/2022893075480346963)  2026-02-15T04:37Z [----] 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](https://x.com/Cat_States/status/2017920530196918432)  2026-02-01T11:18Z [----] 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](https://x.com/Cat_States/status/2019407258132897795)  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](https://x.com/Cat_States/status/2019758771535228954)  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](https://x.com/Cat_States/status/2019880238151561322)  2026-02-06T21:05Z [----] followers, [----] engagements


"$IONQ bulls analyzing the quantum computing roadmap"  
[X Link](https://x.com/Cat_States/status/2020118576082952653)  2026-02-07T12:52Z [----] 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](https://x.com/Cat_States/status/2020605341126590608)  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](https://x.com/Cat_States/status/2020813934190571758)  2026-02-09T10:56Z [----] 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](https://x.com/Cat_States/status/2021269715453346111)  2026-02-10T17:07Z [----] 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](https://x.com/Cat_States/status/2021347818749952137)  2026-02-10T22:17Z [----] 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](https://x.com/Cat_States/status/2021590690673635456)  2026-02-11T14:22Z [----] 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](https://x.com/Cat_States/status/2021712242207838719)  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](https://x.com/Cat_States/status/2021747031006752977)  2026-02-12T00:43Z [----] 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](https://x.com/Cat_States/status/2021890275405443191)  2026-02-12T10:13Z [----] followers, [----] engagements


"$IONQ bros that have blocked me are starting to find out in real-time. 🍿"  
[X Link](https://x.com/Cat_States/status/2021920562893963653)  2026-02-12T12:13Z [----] followers, [----] engagements


"@brent_e_trader $PEW is an online gun store This is a world-leading quantum company"  
[X Link](https://x.com/Cat_States/status/2022116118715076713)  2026-02-13T01:10Z [----] 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](https://x.com/Cat_States/status/2022165641860616501)  2026-02-13T04:27Z [----] 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](https://x.com/Cat_States/status/2022182682235752938)  2026-02-13T05:34Z [----] 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](https://x.com/Cat_States/status/2022854335571350003)  2026-02-15T02:03Z [----] 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](https://x.com/Cat_States/status/2021207591691616775)  2026-02-10T13:00Z [----] followers, 77.8K 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](https://x.com/Cat_States/status/2021933699009483050)  2026-02-12T13:05Z [----] 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](https://x.com/Cat_States/status/2022300550646403532)  2026-02-13T13:23Z [----] 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](https://x.com/Cat_States/status/2022522000837873979)  2026-02-14T04:03Z [----] 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](https://x.com/Cat_States/status/2022671557081112789)  2026-02-14T13:57Z [----] followers, [----] engagements


"@avgvalueinvest They have shown 99.99% with [--] qubits on a lab device. No evidence yet that its scalable"  
[X Link](https://x.com/Cat_States/status/2022671695191109797)  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](https://x.com/Cat_States/status/2022701866287808648)  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](https://x.com/Cat_States/status/2022851598565712111)  2026-02-15T01:52Z [----] 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](https://x.com/Cat_States/status/2022916967129321971)  2026-02-15T06:12Z [----] followers, [--] engagements


"@xDeeez Not adding any $$ to any names with this volatility right now"  
[X Link](https://x.com/Cat_States/status/2019292831287001452)  2026-02-05T06:11Z [----] followers, [---] engagements


"@BullMeechum3 @genejchan @CitronResearch @xyzdkfe @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay You talking to yourself again Mr. Meecum"  
[X Link](https://x.com/Cat_States/status/2019391446785396999)  2026-02-05T12:43Z [----] followers, [--] engagements


"@xyzdkfe @HedgeyeComm Claude/Codex are great for higher-level frameworks and languages. Were still a long way from vibecoding assembly or kernel work"  
[X Link](https://x.com/Cat_States/status/2019392034021507114)  2026-02-05T12:45Z [----] followers, [--] engagements


"@walleteer_eth Desmond is not a real person. Desmond is a construct"  
[X Link](https://x.com/Cat_States/status/2019409796357845051)  2026-02-05T13:56Z [----] 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](https://x.com/Cat_States/status/1989306821526315468)  2025-11-14T12:18Z [----] followers, 24K engagements


"Quantum valuations softened this week but lets be real - theyre still looking stretched👇 The current state of play: $IONQ: $14.8bn $RGTI: $7.8bn $QBTS: $7.1bn $CHAC: $4.0bn (Xanadu) $CCCX: $3.3bn (Infleqtion) $QUBT: $2.3bn $BTQ: $0.8bn The market is currently pricing Rigetti and D-Wave - two companies that failed to make the DARPA QBI cut and have zero logical qubits - at double the valuation of Infleqtion. Infleqtion has demonstrated [--] logical qubits on neutral atoms and has a revenue-generating sensing division. Rigetti has. a burn rate. If youre buying $RGTI at $7.8bn over $CCCX at"  
[X Link](https://x.com/Cat_States/status/1992021070904496383)  2025-11-22T00:03Z [----] followers, 13.5K engagements


"Let's talk about the mysterious quantum company that slipped into Trump's Genesis Mission: Quantinuum 👀 While everyone's watching $IONQ and $RGTI there's exactly one pure play quantum company partnering with the DOE alongside Microsoft Google NVIDIA and Anthropic. Not the public stocks everyone's chasing. The $10B+ private company with one of the most powerful quantum computers in the world. Quantinuum's Helios system has [--] logical qubits with 99.9%+ fidelities. Only Google's Willow system can even come close to this level. Better-than-break-even performance real-time error correction using"  
[X Link](https://x.com/Cat_States/status/1994032162321125696)  2025-11-27T13:14Z [----] followers, [----] engagements


"Go read the $RGTI CEO comments on DARPA QBI. It's really not good where they are. Further they've never been close to state-of-the-art in fidelities so they don't have a good handle on materials and fabrication. Regarding SPACs it's true that the exact share count is unknown but we know the upper bound is 247m for $CCCX for example which is what the $3.6B valuation is based upon. So worst case scenario at current prices $CCCX is at over a 50% discount to $RGTI despite technical superiority"  
[X Link](https://x.com/Cat_States/status/1995053750298272137)  2025-11-30T08:54Z [----] followers, [---] engagements


"@xDeeez @xyzdkfe @DrocDolf @SPVLABS The [---] speedup they highlight is from GPU-accelerated classical post-processing 😂"  
[X Link](https://x.com/Cat_States/status/2011064801993375806)  2026-01-13T13:16Z [----] 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](https://x.com/Cat_States/status/1990027176952082613)  2025-11-16T12:00Z [----] followers, [----] engagements


"Quantum valuation check 👀 The entire listed quantum sector - all companies combined - sits at $50B market cap. For context: thats 1% of NVIDIAs current valuation. The complete public quantum computing industry is valued like a rounding error on AIs balance sheet. $IONQ leads at $16.6B. Everyone else is fighting over scraps in single digits. $CHAC $CCCX $RGTI etc. fighting for scraps. Either this represents the buying opportunity of the decade or the market has soberly assessed that fault-tolerant quantum remains 5-10+ years from revenue that matters. Which do you think it is 🤷♂"  
[X Link](https://x.com/Cat_States/status/1994154390069105162)  2025-11-27T21:20Z [----] followers, 36.2K engagements


"@genejchan Quantinuum and Google have the best hardware today by a long way. I wouldn't be so doubtful that Google makes it"  
[X Link](https://x.com/Cat_States/status/1986704738474430669)  2025-11-07T07:58Z [----] followers, [--] engagements


"Quantum stocks treading water today - mostly red but nobody got torched. 📊 Daily performance: $CCCX (Infleqtion) +0.4% $CHAC (Xanadu) -0.1% $IONQ -0.3% $QBTS (D-Wave) -0.8% $QUBT (Quantum Computing Inc.) -1.2% $BTQ -1.6% $RGTI (Rigetti) -2.0% A textbook low-volatility session. The pre-SPAC completion plays ( $CCCX and $CHAC) held up best while the rest drifted modestly lower. Nothing to get excited about nothing to panic over. https://twitter.com/i/web/status/1993821740586406378 https://twitter.com/i/web/status/1993821740586406378"  
[X Link](https://x.com/Cat_States/status/1993821740586406378)  2025-11-26T23:18Z [----] followers, [----] engagements


"Quantum stocks gave back ground across the board today - no survivors. 🔴 Daily performance: $CHAC (Xanadu) -2.4% $IONQ -4.4% $QBTS (D-Wave) -5.5% $CCCX (Infleqtion) -5.6% $BTQ -6.1% $QUBT (Quantum Computing Inc.) -6.4% $RGTI (Rigetti) -8.3% Rigetti led the selloff at over 8% down. Nothing catastrophic but a uniform retreat nonetheless on a day when markets were otherwise fairly tepid. https://twitter.com/i/web/status/1995626227755811182 https://twitter.com/i/web/status/1995626227755811182"  
[X Link](https://x.com/Cat_States/status/1995626227755811182)  2025-12-01T22:49Z [----] followers, 10K engagements


"What's been holding quantum value picks $CCCX (Infleqtion) and $CHAC (Xanadu) back Well the daily trading volumes show some insight. The listed quantum leader $IONQ as well as overvalued favourites $RGTI and $QBTS have been doing over $1B in volume PER DAY. That's more than 10% of the total shares daily in the case of $RGTI and $QBTS. $CCCX has been doing a mere $22M per day. That's nothing. There is much lower awareness of the company and the free float is very low. The SPAC merger completion (likely during Q1 some time) will be a key turning point when liquidity expands and it becomes $INFQ"  
[X Link](https://x.com/Cat_States/status/1999485642179510472)  2025-12-12T14:25Z [----] followers, [----] engagements


"@commonsenseplay @SPAC_Infleqtion @QuantumBullHQ @QuantumDom I wrote up some thoughts on Xanadu / $CHAC here: How does Xanadu ($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 competitor"  
[X Link](https://x.com/Cat_States/status/2006947485131092447)  2026-01-02T04:35Z [----] followers, [---] engagements


"I like $CHAC and their approach. The challenging thing about it from my perspective is that their approach to building a system is really going from [--] to [---]. This means they aren't going to have many (if any) interim smaller quantum computers they can talk about. The PR and newsflow cycles are very important for listed quantum companies. https://twitter.com/i/web/status/2013848545108074824 https://twitter.com/i/web/status/2013848545108074824"  
[X Link](https://x.com/Cat_States/status/2013848545108074824)  2026-01-21T05:38Z [----] followers, [---] engagements


"Quantum progress has started to accelerate -- exponentially or even faster. Most people aren't aware what's been happening. One of the brightest minds in quantum Google's Craig Gidney (@CraigGidney) has shared the progress the team has made over the past decade. The chart shows quantum repetition code error rates -- a simple code that tries to protect quantum information indefinitely. Lower is better. [--] years ago this sat at 0.1%. Impressive for the time but for quantum computing to be useful we're going to need a lot more decimal places than that. Google's most recent work improved this to"  
[X Link](https://x.com/Cat_States/status/2004176048703820224)  2025-12-25T13:03Z [----] followers, [----] engagements


"Bitcoiners love to say quantum is [--] years away every year. Heres what happened while they werent watching: 2019: Shors algorithm estimated to need 20M physical qubits 2024: Google hits [--] error rates on repetition codes 2025: Craig Gidney (Google) finds algorithmic improvements dropping Shors requirements to 1M noisy qubits And this is only for superconducting quantum computers. Other approaches (especially trapped ion and neutral atoms) have made comparable or better progress. The goalposts set in [----] have been quietly moving toward them 🎯➡ Millions of BTC sits in addresses where public"  
[X Link](https://x.com/Cat_States/status/2005237836761780450)  2025-12-28T11:22Z [----] followers, [----] engagements

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