Dark | Light
# ![@ValienVision Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460736258498510853.png) @ValienVision αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ

αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ posts on X about $ionq, ai, in the, investment the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1460736258498510853/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460736258498510853/c:line/m:interactions.svg)

- [--] Week [------] +205%
- [--] Month [------] +42,010%
- [--] Months [------] +387%
- [--] Year [------] -54%

### Mentions: [--] [#](/creator/twitter::1460736258498510853/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460736258498510853/c:line/m:posts_active.svg)

- [--] Week [--] +52%
- [--] Month [---] +5,500%
- [--] Months [---] +157%
- [--] Year [---] -33%

### Followers: [---] [#](/creator/twitter::1460736258498510853/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460736258498510853/c:line/m:followers.svg)

- [--] Week [---] +9.30%
- [--] Month [---] +12%
- [--] Months [---] +3.10%
- [--] Year [---] +4.30%

### CreatorRank: [---------] [#](/creator/twitter::1460736258498510853/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460736258498510853/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  45.45% [stocks](/list/stocks)  29.87% [technology brands](/list/technology-brands)  9.74% [automotive brands](/list/automotive-brands)  5.19% [celebrities](/list/celebrities)  4.55% [cryptocurrencies](/list/cryptocurrencies)  3.25% [countries](/list/countries)  1.95% [products](/list/products)  0.65% [events](/list/events)  0.65%

**Social topic influence**
[$ionq](/topic/$ionq) #105, [ai](/topic/ai) 14.29%, [in the](/topic/in-the) 11.69%, [investment](/topic/investment) 6.49%, [$pltr](/topic/$pltr) 5.84%, [company](/topic/company) 5.84%, [$tsla](/topic/$tsla) 4.55%, [the first](/topic/the-first) 3.9%, [acquisition](/topic/acquisition) 3.9%, [$nvda](/topic/$nvda) 3.9%

**Top accounts mentioned or mentioned by**
[@deepresearch855](/creator/undefined) [@eric26573545571](/creator/undefined) [@elonmusk](/creator/undefined) [@stoneberryusd](/creator/undefined) [@iterintellectus](/creator/undefined) [@peonykingof](/creator/undefined) [@alojoh](/creator/undefined) [@mdjview](/creator/undefined) [@pepinveststocks](/creator/undefined) [@alc2022](/creator/undefined) [@freeder](/creator/undefined) [@mis_ashford](/creator/undefined) [@stock_investor1](/creator/undefined) [@spacanpanman](/creator/undefined) [@nature](/creator/undefined) [@jukan05](/creator/undefined) [@deepvalue47](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@googledeepminds](/creator/undefined) [@iliraliu](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Arm Holdings plc (ARM)](/topic/$arm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Enphase Energy Inc (ENPH)](/topic/$enph) [Bloom Energy Corporation (BE)](/topic/$be) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Heroes of NFT (HON)](/topic/$hon) [Nextracker Inc. (NXT)](/topic/$nxt) [First Solar, Inc. (FSLR)](/topic/$fslr) [Cloudflare, Inc. (NET)](/topic/$net) [Centrus Energy Corp. (LEU)](/topic/$leu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/$btc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Tempus AI, Inc. (TEM)](/topic/$tem) [Accenture (ACN)](/topic/$acn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IONQ quantum networking dd. $IONQ is the first major quantum company to assemble a serious stack that could actually deliver distributed entanglement. The pieces of the networking puzzle Deployable entanglement links require more than a lab setup: deterministic emitters efficient collection telecom-band compatibility quantum memories/repeaters field-ready terminals and the control software and systems engineering to make it all operate as a reliable network. $IONQ bought these pieces deliberately. Entangled Networks acquired early [----] added orchestration and linking protocols. Qubitekk"  
[X Link](https://x.com/ValienVision/status/2021677116358553769)  2026-02-11T20:06Z [---] followers, [----] engagements


"Until now $HON was the best positionned. But $SKYT's rad-hard FDSOI capability trusted-foundry footprint and demonstrated DoD funding/productization give $IONQ a clear path for immediate defensible leverage to industrialize space-qualified quantum sensors QKD nodes and control electronics. This is a real strategic inflection point. https://twitter.com/i/web/status/2015869047510847933 https://twitter.com/i/web/status/2015869047510847933"  
[X Link](https://x.com/ValienVision/status/2015869047510847933)  2026-01-26T19:26Z [---] followers, [---] engagements


"NextPower $NXT earnings call insights. As you know AI will drive an unprecedented explosion in electricity demand throughout the coming decade. Solar with its plunging LCOE ($2030/MWh in optimal sites) zero marginal cost and modular deployability is physically destined to become the default baseload for compute infrastructure. In this context $NXT has evolved from a pure-play tracker supplier to a vertically integrated end-to-end utility-scale solar platform: AI-optimized trackers software (TrueCapture) adaptive foundations (NX Earth Truss) domestic EBOS robotics for installation/maintenance"  
[X Link](https://x.com/ValienVision/status/2016572030972203140)  2026-01-28T18:00Z [---] followers, [---] engagements


"@spacanpanman $NXT is delivering on its end-to-end vision. The positioning in Saudi Arabia is especially compelling with massive market share to capture in the short to medium term as AI infrastructure scales"  
[X Link](https://x.com/ValienVision/status/2016584219049243056)  2026-01-28T18:48Z [---] followers, [---] engagements


"@deepresearch855 + $SKYT rad-hard FDSOI assuming the acquisition closes smoothly. $IONQ is vertically integrating end-to-end; excited to see them execute as they consistently have in the past"  
[X Link](https://x.com/ValienVision/status/2016599894534865143)  2026-01-28T19:50Z [---] followers, [---] engagements


"AI-driven breakthroughs in biotech over 2026-2027 will make you regret not having exposure to the sector. Act accordingly. $RXRX $TEM $GOOG AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the research community will do with it. Congrats to the team on our newest front cover #AI4Science AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the"  
[X Link](https://x.com/ValienVision/status/2016866986068680966)  2026-01-29T13:32Z [---] followers, [---] engagements


"The markets a bloodbath but $VPG is casually +13% after $TSLA announced it will halt Model S & Model X production to repurpose the lines for humanoid bots. Interesting"  
[X Link](https://x.com/ValienVision/status/2016917949500555514)  2026-01-29T16:54Z [---] followers, [---] engagements


"Elon reiterated plans to ramp toward [---] GW/year of integrated solar cell and panel production and unsurprisingly analysts cut their target on $FSLR. Boom $FSLR down 11%. But this looks like an overreaction: $TSLA's solar ambitions are still early-stage (initial ramps in [----] massive CapEx needed) while $FSLR dominates utility-scale thin-film tech with proven advantages in hot/dusty conditions lower degradation recyclability and strong backlog. https://twitter.com/i/web/status/2016963418201207098 https://twitter.com/i/web/status/2016963418201207098"  
[X Link](https://x.com/ValienVision/status/2016963418201207098)  2026-01-29T19:55Z [---] followers, [---] engagements


"@elonmusk The greatest discovery ever. Mastery of electrons is the backbone of becoming a type I civilization"  
[X Link](https://x.com/ValienVision/status/2017931212682145873)  2026-02-01T12:01Z [---] followers, [----] engagements


"$PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You buy the software then you pay $ACN or Deloitte 5x the license cost to make it work. Palantir deleted that multiplier. Sankar revealed that AI FDE (their automated Forward Deployed Engineer) migrated a complex SAP ERP system from ECC to S/4 in two weeks. Two. Weeks. That's truly mind blogging Legacy system integrators"  
[X Link](https://x.com/ValienVision/status/2018734370203258909)  2026-02-03T17:12Z [---] followers, [---] engagements


"Portfolio just experienced maximum gravity. Worst day Ive ever had. Cortisol spiking. Why am I smiling πŸ‘½"  
[X Link](https://x.com/ValienVision/status/2019100726996160991)  2026-02-04T17:28Z [---] followers, [---] engagements


"@peonyKingOF $FSLR positionned too after buying Evolar few years ago"  
[X Link](https://x.com/ValienVision/status/2019128811355533327)  2026-02-04T19:19Z [---] followers, [--] engagements


"Hands are the whole point of a humanoid. Real-world usefulness is manipulating objects tools and people while adapting and recovering from mistakes. A bot that can backflip but cant reliably do those things is basically a very expensive gymnast. Impressive physics demo but zero signal imo. https://twitter.com/i/web/status/2019711072903557308 https://twitter.com/i/web/status/2019711072903557308"  
[X Link](https://x.com/ValienVision/status/2019711072903557308)  2026-02-06T09:53Z [---] followers, [---] engagements


"@alojoh This could mark the end of human troops on the battlefield. Hopefully"  
[X Link](https://x.com/ValienVision/status/2019737392782184558)  2026-02-06T11:38Z [---] followers, [---] engagements


"@jukan05 Hands are the whole point of a humanoid though. Flips and spins without hands just prove you played with a controller and a physics sim. Not much signal for real-world usefulness"  
[X Link](https://x.com/ValienVision/status/2019738549172814174)  2026-02-06T11:42Z [---] followers, [---] engagements


"@DeepValue47 Holding single digits average so at this point the position is too concentrated relative to my other allocations to add more. Even after the drop. Conviction is intact though. AI FDE gonna be massive. $PLTR"  
[X Link](https://x.com/ValienVision/status/2019803819702673424)  2026-02-06T16:02Z [---] followers, [---] engagements


"I just dug through Elon's interview to gain some insights. He repeated things he had already said before so I keep my focus on Optimus for this post. Musk described building Optimus Academy: a physical-scale training ground where $TSLA deploys at least [-----] probably 20-30000 real humanoid robots in actual environments. These bots will test and perform various tasks in the real world to accelerate learning. This will be paired with millions of simulated robots in $TSLA's high-fidelity simulation environment (including a "reality generator") to generate massive data then close the"  
[X Link](https://x.com/ValienVision/status/2019804458431983890)  2026-02-06T16:04Z [---] followers, [---] engagements


"@peonyKingOF This. And as utility-scale deployments accelerate in sun-rich but thermally challenging regions and circularity becomes table stakes $FSLRs advantages will shine even brighter"  
[X Link](https://x.com/ValienVision/status/2019850282734411777)  2026-02-06T19:06Z [---] followers, [---] engagements


"Humanoid DD. [----] is the year world models stop being video toys and start becoming the actual substrate for physical AGI. $NVDA's GR00T lead Jim Fan laid it out cleanly: next-token prediction was paradigm [--]. Next physical state prediction conditioned on actions is paradigm [--]. Most people still see world models like $GOOG's Genie through the lens of AI video generation. Thats understandable the demos are hypnotic. But theyre the side quest. The main quest is advanced robotics. Real dexterity manipulation and sensorimotor loops that dont need language. Right now the dominant path is still"  
[X Link](https://x.com/ValienVision/status/2020135591942271040)  2026-02-07T14:00Z [---] followers, [---] engagements


"If the $SKYT acquisition closes $IONQ becomes the default infrastructure choice for US National Security quantum applications. Full stack from R&D to Trusted Foundry. I'm confident they'll execute on the integration phase"  
[X Link](https://x.com/ValienVision/status/2020218682459271351)  2026-02-07T19:30Z [---] followers, [----] engagements


"@MDJView This is actually the third straight quarter of double-digit margins in the service business Maciej noted that while gross margin will fluctuate with project mix disciplined cost reductions and operating efficiencies will continue to strengthen EBITDA"  
[X Link](https://x.com/ValienVision/status/2020406668291661860)  2026-02-08T07:57Z [---] followers, [--] engagements


"World models are about to supercharge robotics into the biggest industry on Earth and its mostly being ignored. $GOOG $TSLA $NVDA $VPG Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. By simulating the impossible we proactively prepare the Waymo Driver for some of the most rare and https://t.co/Pl80OMDqLC Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie 3."  
[X Link](https://x.com/ValienVision/status/2020431867934277885)  2026-02-08T09:37Z [---] followers, [---] engagements


"@IlirAliu_ Remember when Brett went rogue as someone posted that the bots at the BMW factory werent doing actual work That really caught my attention"  
[X Link](https://x.com/ValienVision/status/2020443491097084374)  2026-02-08T10:24Z [---] followers, [----] engagements


"@rohanpaul_ai Falling while trying to clear snow is still way more impressive than performing useless acrobatics. Real world usefulness is the only thing that matters"  
[X Link](https://x.com/ValienVision/status/2020448762120876183)  2026-02-08T10:44Z [---] followers, [---] engagements


"$ARM https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and https://t.co/LqLXpHOFIx https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't"  
[X Link](https://x.com/ValienVision/status/2020535109997219989)  2026-02-08T16:28Z [---] followers, [--] engagements


"$ENPH https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down https://t.co/VQPz6bmKso https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental"  
[X Link](https://x.com/ValienVision/status/2020535114120179739)  2026-02-08T16:28Z [---] followers, [--] engagements


"$BE https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a https://t.co/AKF4cLEayl https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI"  
[X Link](https://x.com/ValienVision/status/2020535118213861693)  2026-02-08T16:28Z [---] followers, [---] engagements


"$SYM https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the https://t.co/YlHZI9cJMz https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net"  
[X Link](https://x.com/ValienVision/status/2020535121980375311)  2026-02-08T16:28Z [---] followers, [--] engagements


"$LITE https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still https://t.co/YomzWvUww9 https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next"  
[X Link](https://x.com/ValienVision/status/2020535129228140822)  2026-02-08T16:28Z [---] followers, [---] engagements


"$PLTR https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You https://t.co/nO3wAGNKyu https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view"  
[X Link](https://x.com/ValienVision/status/2020535133170798797)  2026-02-08T16:28Z [---] followers, [--] engagements


"Behind the SpaceX cyclotron photo: You don't drop serious CAPEX on a proton accelerator just to polish AI orbital datacenters narratives for an IPO deck. You drop it because testing chips for cosmic radiation damage is slow expensive and limits how fast new space-ready applications can be developed. SpaceX doesn't want to be bottlenecked. This screams long term scaling of rad-hard electronics for real deep space / mega-constellations. @michaelnicollsx Not many companies have cyclotrons @michaelnicollsx Not many companies have cyclotrons"  
[X Link](https://x.com/ValienVision/status/2020567634337530364)  2026-02-08T18:37Z [---] followers, [---] engagements


"$IONQ is effectively securing the manufacturing engine needed to turn its technical leadership into deployable commercial-scale quantum advantage. Even better were acquiring it at a valuation that barely reflects its strategic importance. $SKYT"  
[X Link](https://x.com/ValienVision/status/2020608237012385981)  2026-02-08T21:18Z [---] followers, [----] engagements


"Great point. Risky stock no doubt but outstanding company. Thats exactly why I sized the position so I can aggressively average down if needed. The other way of seeing this is that Masa is morphing SoftBank into a massive advanced robotics ecosystem with $ARM standing at the center of the network. He'll protect his jewel. https://twitter.com/i/web/status/2020919648292581540 https://twitter.com/i/web/status/2020919648292581540"  
[X Link](https://x.com/ValienVision/status/2020919648292581540)  2026-02-09T17:56Z [---] followers, [--] engagements


"@stock_investor1 @Eric26573545571 Yes with $ARM standing at the center of his advanced robotics empire Masa will do everything to protect his jewel"  
[X Link](https://x.com/ValienVision/status/2020920072382951790)  2026-02-09T17:57Z [---] followers, [--] engagements


"Sama just said Codex [---] is the final step before software is basically solved. Feel that acceleration I still think Anthropic is ahead. xAI will sprint to close the gap; Cursor feels like an obvious target. $GOOG wont stay quiet forever headline-level coding banger coming"  
[X Link](https://x.com/ValienVision/status/2020920515536298284)  2026-02-09T17:59Z [---] followers, [---] engagements


"$PLTR mindset. Focus on product quality. Ignore the rest. After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y"  
[X Link](https://x.com/ValienVision/status/2021156056202616857)  2026-02-10T09:35Z [---] followers, [---] engagements


"$TSLA & SpaceX teams toured China's solar giants: Jinko Trina Longi and more. The goal was to assess capacity and perovskite advancements. With AI buildouts craving endless power Elon's [---] GW target within 3y feels conservative. AI data centers alone could demand terawatts soon; so [---] GW is a floor not a ceiling. Solar demand is poised to explode in the near term but perovskite's the wildcard here. Why is Elon so suddenly interested in perovskite tech Imo this signals manufacturing breakthroughs are close. $FSLR (Evolar integration) and $ASTI (through their perovskites center of excellence)"  
[X Link](https://x.com/ValienVision/status/2021206808279327153)  2026-02-10T12:57Z [---] followers, [---] engagements


"As a long term $PLTR investor who's actually touched Foundry/AIP I dont think this guy grasps the real significance of the ontology or its short to long-term implications at all. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"  
[X Link](https://x.com/ValienVision/status/2021265221969428565)  2026-02-10T16:49Z [---] followers, [---] engagements


"$ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down sequentially) the consensus sees a growth story that hit a wall. They see "Europe down 29%" & "weak Q1 guidance". I see something entirely different. I see a company successfully executing a hostile architectural takeover of the grid. They're forging a distributed energy OS where GaN semiconductors flip the script on power"  
[X Link](https://x.com/ValienVision/status/2019013960352092279)  2026-02-04T11:43Z [---] followers, [----] engagements


"$SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the venture-risk phase. - Revenue: $630M (+29% YoY). - Software revenue: $10.9M (+97% YoY). - GAAP profitability: $13M (vs. -$17M loss YoY). - Adjusted EBITDA: $67M (Double-digit margin achieved). - Cash: $1.8B on balance sheet. - Backlog: $22.3 billion. Unpalletized inbound processing For years the "inbound dock" was the manual"  
[X Link](https://x.com/ValienVision/status/2019448436274176339)  2026-02-05T16:30Z [---] followers, [---] engagements


"@teortaxesTex When Bulma can rival Beerus you definitely know youre watching AI slop πŸ˜‚ Problem is weve hit the point where slop and "reality" look exactly the same"  
[X Link](https://x.com/ValienVision/status/2021157481087439200)  2026-02-10T09:41Z [---] followers, [---] engagements


"Now benchmark that against some of the human-delivered DBS frames. Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J"  
[X Link](https://x.com/ValienVision/status/2021159454335447489)  2026-02-10T09:48Z [---] followers, [---] engagements


"In practice $SYM is building a platform-of-platforms approach: one software stack with multiple robot types plugged in. Every new robot is essentially an app on their control system. Cohen stated "the same software can control lots of different machines". This integrated view extends upstream and downstream. https://twitter.com/i/web/status/2021204364564553804 https://twitter.com/i/web/status/2021204364564553804"  
[X Link](https://x.com/ValienVision/status/2021204364564553804)  2026-02-10T12:47Z [---] followers, [--] engagements


"Whats your point Im simply pointing out that the overall animation throughout DBS especially at the beginning was horrible. Thats a fact. No disrespect to the outstanding artists like Naotoshi Shida and Naoki Tate who contributed to elevate the quality. Frontier video models are the worst theyll ever be right now. Dont get me wrong the Broly movie is incredible (I'm a Broly "fan" myself) but movies like that will soon be generated with just a few well-engineered prompts. https://twitter.com/i/web/status/2021291750321467776 https://twitter.com/i/web/status/2021291750321467776"  
[X Link](https://x.com/ValienVision/status/2021291750321467776)  2026-02-10T18:34Z [---] followers, [--] engagements


"@PepInvestStocks Although the majority of my quantum exposure is in $IONQ I own a lil bit of $CCCX mainly for their quantum sensing tech. Infleqtion looks primed to grab real market share in the near term plus theyve got a credible roadmap to scale their whole quantum business"  
[X Link](https://x.com/ValienVision/status/2021527005347651886)  2026-02-11T10:09Z [---] followers, [---] engagements


"Ilyas been in full stealth mode since his blow-up with Sama. Hes hinted multiple times that SSI is taking a fundamentally new path which likely means exploring architectures beyond the current scaling playbook. I strongly respect its zero-distraction approach: no products no commercialization theater and total focus on the mission. That's the approach I'd have chosen too so I'm biased ahah. No comment on Shkreli though. https://twitter.com/i/web/status/2021867621725945988 https://twitter.com/i/web/status/2021867621725945988"  
[X Link](https://x.com/ValienVision/status/2021867621725945988)  2026-02-12T08:43Z [---] followers, [--] engagements


"This demo is the first visible instance of a synbio compounding loop that matters economically. Ginkgo $DNA autonomous lab x GPT5 ran [-----] wet-lab experiments produced roughly [------] datapoints and cut cell-free protein synthesis cost per gram by 40%. I see a platform primitive being stitched together. The primitives are: - a reasoning system finetuned on massive proprietary datasets that can generate experimental hypotheses at scale. - an orchestration layer that converts hypotheses into safe repeatable automation workflows. - an hardware fleet that executes at throughput and returns"  
[X Link](https://x.com/ValienVision/status/2019878253289197893)  2026-02-06T20:57Z [---] followers, [---] engagements


"@aleabitoreddit The gear reducers durability should be a major bottleneck too. You once said you believe LeaderDrive will dominate but Japanese companies like HDS Nabtesco and Nidec will be on for the party. Elon said he wants to vertically integrate though. I'm not sure he can"  
[X Link](https://x.com/ValienVision/status/2020137999191675318)  2026-02-07T14:10Z [---] followers, [---] engagements


"$IONQ acquisitions dd drop. $IONQ is building a single company that owns qubits photonic links satellites sensors and chip fabs and that fact alone rewrites the investment frame for quantum infrastructure. How the acquisitions map to the end-to-end stack Oxford Ionics upgrades the trapped-ion core with chip-scale ion traps and microwave control that pushed two-qubit fidelity into the 99.99% regime. That fidelity is the single most important lever for practical error correction and for reducing overhead in any large-scale ion architecture. Lightsynq supplies photonic interconnects and quantum"  
[X Link](https://x.com/ValienVision/status/2020961848066179083)  2026-02-09T20:43Z [---] followers, [----] engagements


"This week I'm laser-focused on $NET $LEU $VPG $ALMU $NBIS $CCJ & $K3R earning calls. Detailed DD headed your way same heat as last week Dont sleep on it πŸ‘½"  
[X Link](https://x.com/ValienVision/status/2021296457391747150)  2026-02-10T18:53Z [---] followers, [----] engagements


"$IONQ Monroe's comeback dd. Chris Monroes full-time return to $IONQ is the single most significant operational development in their modular scaling progress over the past six months. He co-founded $IONQ with Jungsang Kim in [----] based on research from the University of Maryland (where he was a professor) and Duke University. $IONQ's core IP remains heavily reliant on exclusive licenses from these universities for foundational trapped-ion quantum computing patents and inventions; keep that in mind for later. October 2023: Monroe stepped away from operational duties at $IONQ to focus on"  
[X Link](https://x.com/ValienVision/status/2021329392748855332)  2026-02-10T21:04Z [---] followers, [----] engagements


"Recursive self-improvement is likely happening this year with frontier labs automating R&D loops that spit out enhanced algorithms faster than any cracked human team could. When AI starts rewriting its own code intelligence compounds . Singularity is closer than you think. As a long-term investor ask yourself one question: Are you truly positioned to capture growth Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the"  
[X Link](https://x.com/ValienVision/status/2021507254239769063)  2026-02-11T08:51Z [---] followers, [---] engagements


"Cloudflare $NET earnings call dd drop. The narrative has moved definitively from "internet plumber" (CDN/DDoS) to "agentic web operator". The signal here is quite important. The agentic era Matthew Prince laid it out clearly. The internet we built for humans (browsers ads eyeballs) is plateauing. The internet for Agents is . Prince: "If humans looked at [--] sites when they were making a decision agents might look at [----]. If humans had to fall back on generalized software and interfaces agents allow for infinite customizability of every software application for every need. If humans follow a"  
[X Link](https://x.com/ValienVision/status/2021630186169499934)  2026-02-11T16:59Z [---] followers, [---] engagements


"Thanks for your contribution. Big incumbents like $HON do collect substantial operational and equipment-health data but $SYMs dataset is distinctive because its built from large live retail distribution deployments (anchored by its long-running $WMT relationship). $SYM has been scaling quickly in retail DC automation and has demonstrated tangible improvements from bot optimization to installation throughput. The flywheel is running already. The question to ask yourself is besides them who else is scaling physical end-to-end automation as a service as fast and efficiently Regarding your last"  
[X Link](https://x.com/ValienVision/status/2021878374751170581)  2026-02-12T09:25Z [---] followers, [--] engagements


"@SpaceInvestor_D Still holding my $PL position at a $4 average. I expected them to work with deepmind given $GOOG's investment in the spac but they went with Anthropic instead. Hoping to get more info and that in March"  
[X Link](https://x.com/ValienVision/status/2020077496293601673)  2026-02-07T10:09Z [---] followers, [---] engagements


"@alojoh Seems like AI doesnt yet know how to fight though 🀭"  
[X Link](https://x.com/ValienVision/status/2022400987621896224)  2026-02-13T20:02Z [---] followers, [--] engagements


"$BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a standard for on-site off-grid power. CEO Sridhar: "Our customer base is diversified with numerous customers in every key sector including AI. We are rapidly becoming the standard for on-site power." Demand is accelerating The backlog numbers are screaming. Total backlog including services backlog sits at $20 billion. But"  
[X Link](https://x.com/ValienVision/status/2020183730669912152)  2026-02-07T17:11Z [---] followers, [----] engagements


"@Eric26573545571 You really piqued my curiosity. What rumors did you hear about"  
[X Link](https://x.com/ValienVision/status/2021677363608600592)  2026-02-11T20:06Z [---] followers, [--] engagements


"Ilya is cracked thats why he gets funded ahah. Because fundamental work brings some benefits to them. It sets industry standards attracts top talent accelerates external innovation and drives massive demand for their cloud infrastructure and tools where they actually monetize. But something as massive as recursive self-improvement would definitely stay locked in-house. As I said Im not going to comment on the guy. Check his track record and form your own impression https://twitter.com/i/web/status/2022045191952093205 https://twitter.com/i/web/status/2022045191952093205"  
[X Link](https://x.com/ValienVision/status/2022045191952093205)  2026-02-12T20:28Z [---] followers, [--] engagements


"$ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and eggs. They gave you blueprints (IP) and you spent three years baking the cake (integration). That model is obsolete the new metric that matters is CSS (compute subsystems). Rene Haas just confirmed [--] licenses across [--] companies. Five are already shipping CSS-based chips. This is MASSIVE. With CSS $ARM sells the pre-baked"  
[X Link](https://x.com/ValienVision/status/2019380805416427965)  2026-02-05T12:01Z [---] followers, [----] engagements


"Earnings season = I look for inflection points. I spent the week analyzing reports and shared DD on companies shaping the future of deep tech: $PLTR $LITE $ARM $SYM $ENPH $IREN $BE No hype just long term vision πŸ‘½ Access what matters to you below πŸ‘‡"  
[X Link](https://x.com/ValienVision/status/2020535107069649308)  2026-02-08T16:28Z [---] followers, [---] engagements


"As more and more applications move to agentic AI $ARM will be the compute platform connecting cloud edge and physical AI use cases"  
[X Link](https://x.com/ValienVision/status/2020548973472170380)  2026-02-08T17:23Z [---] followers, [---] engagements


"The "ARM everywhere" event is coming up on March [--]. Expect them to unveil the roadmap that cements $ARM's dominance in advanced robotics"  
[X Link](https://x.com/ValienVision/status/2020789386183422344)  2026-02-09T09:18Z [---] followers, [---] engagements


"@alc2022 And robotaxis is a decent but relatively small part of the whole thesis. $TSLA Energy + AI + world class manufacturing capabilities (while entering the deep tech era) ="  
[X Link](https://x.com/anyuser/status/1846482256275075235)  2024-10-16T09:24Z [---] followers, [----] engagements


"Investing Quantum $IONQ CAN YOU SMELL THE FOMO COMING πŸ‘½ 'Carnegie Investment Counsel bought a new stake in shares of IonQ Inc. (NYSE:IONQ - Free Report) in the 3rd quarter according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought [------] shares of the company's stock valued at approximately $5036000. Carnegie Investment Counsel owned approximately 0.27% of IonQ as of its most recent SEC filing.' 5m is not quite significant but more and more institutions will wake up on the the company's potential and flawless execution. $IONQ"  
[X Link](https://x.com/anyuser/status/1846551626967867751)  2024-10-16T13:59Z [---] followers, [---] engagements


"@satsmojo Not selling this one never $IONQ"  
[X Link](https://x.com/anyuser/status/1846623364473147775)  2024-10-16T18:44Z [---] followers, [---] engagements


"$LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still views the company as a cyclical vendor of optical parts. They're missing the signal for the noise: $LITE has effectively declared the 200G era. The death of 100G For years 100-gigabit per lane optics were the standard. $LITE confirmed that 200G EMLs (Electro-absorption Modulated Lasers) now make up 10% of their datacom revenue."  
[X Link](https://x.com/ValienVision/status/2019128270042603636)  2026-02-04T19:17Z [---] followers, [----] engagements


"$IREN earnings call dd. The market is structurally mispricing the earnings print imo. They reported a revenue miss ($185M vs. $229M) and a net loss that ballooned to $155.4M due to impairments and other non-cash charges triggering a 12% pre-market sell-off. The algos are reacting to first-order noise: $BTC mining yields are decaying. But let's look closer. The interest rate signal Forget the revenue miss for a second and look at the debt. $IREN just secured $3.6 billion in financing for GPUs at less than 6% interest. Let that sink in. In this macro environment neocloud competitors pay roughly"  
[X Link](https://x.com/ValienVision/status/2019736793403306273)  2026-02-06T11:35Z [---] followers, [---] engagements


"Coherent $COHR earnings call DD. $COHR posted a 4x book-to-bill ratio in datacom. For every dollar of product shipped hyperscalers ordered four dollars worth of future capacity. I've analyzed hardware cycles for quite some time now. In a standard "strong" cycle you see 1.5x. A 4x print implies something entirely different is happening. We're witnessing a panic-buying event where $GOOG $MSFT and $AMZN have realized that optical interconnects are the hard bottleneck for the next generation of AI clusters. Anderson emphasized: "Coherent is at the center of an extraordinary expansion of optical"  
[X Link](https://x.com/ValienVision/status/2020900323980664958)  2026-02-09T16:39Z [---] followers, [---] engagements


"Centrus Energy $LEU earnings call dd drop. The algos saw a massive EPS miss ($0.79 vs $1.41) and panic-sold but the majority of their current revenue is still derived from their LEU business. What matters is their future commercial enrichment business. Industrial scale HALEU enrichment progress Amir Vexler finally confirmed the AC100M centrifuge is moving from "demonstration" to industrial-scale manufacturing at the Oak Ridge TN facility. This is an inflection point for the company $LEU's done with science experiments and moving to supply chain mobilization. They explicitly target bringing"  
[X Link](https://x.com/ValienVision/status/2021975581366050991)  2026-02-12T15:51Z [---] followers, [---] engagements


"πŸ’₯ $GOOG just reclaimed reasoning SOTA 84.6% on ARC-AGI-2 (a brutal abstract visual reasoning & core intelligence benchmark). This is a clear leap and a big deal for non-memorized genuine problem-solving. New high score on Humanitys Last Exam (HLE) one of the hardest open-ended reasoning/knowledge stress tests out there (PhD-level across domains). Gold-medal level performance on Physics & Chemistry Olympiads. Deepmind is cooking extremely hard Weve upgraded our specialized reasoning mode Gemini [--] Deep Think to help solve modern science research and engineering challenges pushing the frontier"  
[X Link](https://x.com/ValienVision/status/2022000116547068228)  2026-02-12T17:29Z [---] followers, [---] engagements


"Vishay Precision Group $VPG (advanced robotics) earnings call dd drop. The market repriced $VPG down based on backward-looking margin compression and an EPS miss ($0.07 vs. $0.21 forecast) while largely ignoring a flashing neon signal in the forward-looking data: $VPG has successfully validated its position as a critical component supplier for the humanoid robotics industry. Humanoid related insights CEO Ziv Shoshani confirmed they've secured a third major humanoid customer We aren't talking about a single "hero" client anymore they now have follow-on bookings for their first two customers"  
[X Link](https://x.com/ValienVision/status/2022042758345544183)  2026-02-12T20:18Z [---] followers, [---] engagements


"Nebius $NBIS (AI foundations) earnings call dd drop. $NBIS just committed to spending $20 billion on infrastructure in [----]. Let that number settle in your mind for a sec. We're talking about a company that reported $530M in full-year revenue guiding for a CapEx plan that rivals the GDP of a small nation. I went through the call and technicals. The physics of capital deployment [----] CapEx was around $4B. Put that into perspective with the jump to $20B they've announced for [----]. CEO Arkady Volozh: "To capture this opportunity we are accelerating our capacity plans. Just today we announced 9"  
[X Link](https://x.com/ValienVision/status/2022361031113089259)  2026-02-13T17:23Z [---] followers, [---] engagements


"@UnitreeRobotics Looks way more useful than acrobatics and it's not even close. Congrats on the ongoing real world deployments"  
[X Link](https://x.com/ValienVision/status/2022401677383627161)  2026-02-13T20:05Z [---] followers, [--] engagements


"From barium ions at 99.9% fidelity in late [----] to four-nines in [----] $IONQ's gate performance evolves rapidly. Oxford Ionics integration fuels this (EQC tech). Now watch compounding work its magic"  
[X Link](https://x.com/ValienVision/status/2022428428826480794)  2026-02-13T21:51Z [---] followers, [---] engagements


"Investing Quantum $IONQ All major global powers are aggressively pouring money into the AI race due to its tremendous importance for economic growth defense and technological sovereignty. This is only the beginning. Quantum techs are next in line. Global quantum efforts are estimated at $42b in [----] (per QURECA see image). The technological race will intensify as we progress into the deep tech era. Hence expect ENORMOUS investments in quantum technologies going forward. $IONQ"  
[X Link](https://x.com/anyuser/status/1850944074058178808)  2024-10-28T16:53Z [---] followers, [----] engagements


"I'll save you the workπŸ˜… $IONQ 'Learn more about the panel here:' What you actually learn: Yesterday IonQs Dr. Masako Yamada participated at the @IQTqubit's "Quantum + AI Summit" and dove into the most current QML developments and how they could shape key industries. Learn more about the panel here: https://t.co/obL3TenrBC https://t.co/pOqG0UIHoP Yesterday IonQs Dr. Masako Yamada participated at the @IQTqubit's "Quantum + AI Summit" and dove into the most current QML developments and how they could shape key industries. Learn more about the panel here: https://t.co/obL3TenrBC"  
[X Link](https://x.com/anyuser/status/1851667803998167350)  2024-10-30T16:49Z [---] followers, [----] engagements


"Investing Quantum $IONQ IonQ recently secured a significant $54.5 million contract with the United States Air Force Research Laboratory (AFRL). This collaboration marks a critical step in the defense sectors commitment to integrating quantum technology with national security objectives. The contract is set for four years during which IonQ will work closely with AFRL to deliver innovations in quantum systems and networking. Quantum System Scalability and Hardware Development: IonQ will design develop and deploy quantum hardware and technology that overcome current scalability limitations a"  
[X Link](https://x.com/anyuser/status/1853501064970211649)  2024-11-04T18:14Z [---] followers, [----] engagements


"Investing Quantum $IONQ A paradigm shift is unfolding and $IONQ is leading the way. We're witnessing the infancy of the quantum field. We're early and as with every major shift time is needed. Scaling our AQ count and developing world class quantum algorithms will take time; This earnings call once again emphasized it. But time will also bring plenty of opportunities as de-risking events arise. Manage your emotions build strong conviction and consider DCAing over the next few years. Short-term price action won't matter in the long run if the company continues to execute flawlessly. The"  
[X Link](https://x.com/anyuser/status/1854925596049994007)  2024-11-08T16:34Z [---] followers, [----] engagements


"Investing Quantum $IONQ For those like me who are data-driven not hype-driven here are some papers to look at if you want to learn about why perfect error correction although being the end goal is not needed to achieve quantum advantage. πŸ‘½ Quantum advantage demonstrated on $IONQ's hardware (Aria): (I haven't read this one yet as @deepresearch855 just pointed it out to me few minutes ago. By the way he's a must-follow.) Strategies for practical advantage of fault-tolerant circuit design in noisy trapped-ion quantum computers: https://ar5iv.labs.arxiv.org/html/2301.10017"  
[X Link](https://x.com/anyuser/status/1855265395973771288)  2024-11-09T15:05Z [---] followers, [----] engagements


"Investing Quantum $IONQ $IONQ's acquisition of Qubitekk significantly deepens its leadership in the quantum networking sector by integrating their cutting-edge quantum networking technology and expertise into $IONQ's operations. But how πŸ‘½ First of all Qubitekk brings a portfolio of [---] U.S. and international patents in quantum networking hardware and security directly enhancing IonQ's capabilities in developing quantum networking solutions. The most important aspect is that $IONQ's and Qubitekk's technologies are highly complementary. IonQs focus on quantum computing with trapped-ion"  
[X Link](https://x.com/anyuser/status/1856001771539251206)  2024-11-11T15:51Z [---] followers, [----] engagements


"Investing Quantum $IONQ Here is one of the most important aspect of $IONQ's Qubitekk acquisition; Revolutionizing grid security. πŸ‘½ With the deep tech era unfolding there will be a dramatic increase in the need for power. AI training and inference robotics EVs and many other techs will require exponentially more power as they get widely adopted over time. The stability of the grid will become more crucial than ever and will face significant geopolitical pressures and cyber-attacks. By buying out Qubitekk $IONQ will offers proven SOTA quantum networking solutions including quantum protected"  
[X Link](https://x.com/anyuser/status/1856368231595786608)  2024-11-12T16:07Z [---] followers, [----] engagements


"I'm no soothsayer but this situation doesn't look healthy to me. $QUBT $IONQ"  
[X Link](https://x.com/anyuser/status/1856798444188569957)  2024-11-13T20:37Z [---] followers, [----] engagements


"Investing Quantum $IONQ $NVDA $IONQ has partnered with $NVDA to utilize the CUDA-Q platform alongside IonQ's Forte. πŸ‘½ Why is this huge Because they seamlessly coordinated QPUs and GPUs in a single user-friendly hybrid workflow. Lets explore further: Im obviously very glad to see the partnership between two of my largest holdings deepen The key point for me regarding this partnership is that it positions both IonQ and NVIDIA as pioneers in enabling broader accessibility to quantum applications making the transition to quantum development significantly smoother. This collaboration has led to"  
[X Link](https://x.com/anyuser/status/1858925404205011388)  2024-11-19T17:28Z [---] followers, 10.6K engagements


"Investing Quantum $IONQ IonQ has launched its groundbreaking Quantum Operating System (named 'IonQ Quantum OS') and Hybrid Services suite significantly advancing the capabilities of quantum computing for enterprise applications by addressing both technological and operational challenges. The Hybrid suite is the one we talked about in my last $IONQ x $NVDA post. IonQ Quantum OS is a reengineered iteration of their original operating system enhancing modular scalability to accommodate IonQs evolving quantum ecosystem. The modular and scalable nature of the Quantum OS positions IonQ as a"  
[X Link](https://x.com/anyuser/status/1863992209185403021)  2024-12-03T17:02Z [---] followers, [----] engagements


"Investing Quantum $IONQ Peter Chapman: 'To simulate what our next generation chip is doing you would need something like two and a half billion GPUs'. Allocating even a tiny fraction of one's very long-term portfolio in $IONQ is and always have been a no-brainer"  
[X Link](https://x.com/anyuser/status/1869445671184732576)  2024-12-18T18:12Z [---] followers, [----] engagements


"Investing Quantum $IONQ $NVDA Yesterday was a demonstration of why you should never buy into the hype. πŸ‘½ A single statement from Jensen Huang saying that commercial quantum computing is [--] years away was enough to wipe out $8 billion in the market capitalization of quantum computing companies with $IONQ being down roughly 40% on the day. First let me start by saying that the term 'quantum' in his statement is far too generic. While Jensen may be correct in the context of large-scale fault-tolerant universal quantum computers capable of outperforming classical systems across a wide range of"  
[X Link](https://x.com/anyuser/status/1877399239874981896)  2025-01-09T16:57Z [---] followers, [----] engagements


"Investing Quantum $IONQ I came across the drama surrounding people selling their $IONQ positions. Here are my humble thoughts on the matter: First of all I couldn't care less what others are doing honestly. I mean it has zero impact on my investing strategy. Everyone is in a different situation with varying levels of information different risk management strategies (if any) and differing abilities to manage their emotions in the markets. That being said I believe were currently overbought and overhyped. However Im no soothsayerI dont know whether the stock will go up or down in the short term"  
[X Link](https://x.com/anyuser/status/1860035463660147187)  2024-11-22T18:59Z [---] followers, [----] engagements


"@beffjezos Future has been deleted it seems πŸ˜…"  
[X Link](https://x.com/ValienVision/status/1835214676499616036)  2024-09-15T07:10Z [---] followers, [---] engagements


"@TylerDurden Mess with SHA-256/ECC You the $btc expert respecfully curious to know where you stand regarding quantum proof. I can't get my hands on serious dd about how core dev team is handling the threat"  
[X Link](https://x.com/anyuser/status/1835641656948768956)  2024-09-16T11:27Z [---] followers, [---] engagements


"@avgvalueinvest Same path When 64aq is live it won't take 20years for ionq to take off. Both represent heavy allocations in my pf for disclosure. Never sold a share never will ever. πŸ‘½"  
[X Link](https://x.com/ValienVision/status/1835652276603494883)  2024-09-16T12:09Z [---] followers, [---] engagements


"@Year2Quantum @cryptoquick I don't understand the behavior of some ppl in their community. Denial is detrimental for your investments. I'll always accept to be proven wrong and adapt my decision making with the current data/facts. Anyway let spread the good words: Quantum is coming βš›"  
[X Link](https://x.com/ValienVision/status/1836119792228421761)  2024-09-17T19:07Z [---] followers, [--] engagements


"$IONQ' :    πŸ‘½ s  : IonQ has not only exceeded its revenue expectations with $11.4 million for the last quarter but has also achieved a groundbreaking 99.9% fidelity in two-qubit gates using barium qubits. This is a significant step towards practical quantum computing reducing the need for extensive error correction.   : IonQ's contract with ARLIS for designing quantum networking node systems highlights the growing trust in quantum technology for secure communications. This $5.7 million initial contract could expand significantly showcasing IonQ's pivotal role in national security"  
[X Link](https://x.com/ValienVision/status/1836407275432321054)  2024-09-18T14:09Z [---] followers, [---] engagements


"$IONQ -   . πŸ‘½"  
[X Link](https://x.com/ValienVision/status/1837935607579808088)  2024-09-22T19:22Z [---] followers, [----] engagements


"@deepresearch855 Breakthroughs are shaping this landscape 🀝. Look at Quantinuum's strides in NLP for instance. Imagine having heavy workflows running with low energy needs it would be game changer for a lot of companies. $IONQ"  
[X Link](https://x.com/anyuser/status/1838113232059265319)  2024-09-23T07:08Z [---] followers, [---] engagements


"@_Freeder_ @skdh @IonQ_Inc Nice response enjoyed reading it. People placing all quantum companies in the same basket did not bother to carry out [--] minutes of proper due diligence; Why should we even listen then"  
[X Link](https://x.com/anyuser/status/1838601736321118294)  2024-09-24T15:29Z [---] followers, [---] engagements


": I'd be fine with $IONQ dipping more from there. We are talking  and  ; The cheaper it gets the more I load up"  
[X Link](https://x.com/ValienVision/status/1838974712665301382)  2024-09-25T16:11Z [---] followers, [---] engagements


"@FiddleyF The risk reward opportunity is too favourable not to allocate More people will realize that soon. $IONQ"  
[X Link](https://x.com/ValienVision/status/1839692933504659672)  2024-09-27T15:45Z [---] followers, [---] engagements


"Not kidding I couldn't sleep properly if I were to be short $IONQ right now"  
[X Link](https://x.com/ValienVision/status/1839710225181413435)  2024-09-27T16:54Z [---] followers, [---] engagements


"@StoneBerryusd Some doubted the management when Monroe and Kim returned back to academia. $IONQ Team is based"  
[X Link](https://x.com/ValienVision/status/1840065962759860510)  2024-09-28T16:28Z [---] followers, [---] engagements


"I bought some more $IONQ at open for @StoneBerryusd to switch to Stone Barium. Bad timing it dipped 5% just after that; Who cares when you plan on holding with infinite time horizon"  
[X Link](https://x.com/ValienVision/status/1840755010507870411)  2024-09-30T14:06Z [---] followers, [---] engagements


"Investing Quantum $IONQ A curated list of [--] important quantum terminologies and definitions. πŸ‘½ πŸ‘‰ Bookmark for later use or search for 'quantum terminologies from:@valentin_ozl_' in X's search bar. I chose the sequence of definitions to facilitate a seamless progression of understanding. The list is quite tailored for $IONQ. I'll update it along the way. Let's dive: Quantum mechanics: 'Quantum mechanics is the branch of physics that describes the physical properties of the smallest and most fundamental building blocks of nature: atoms and subatomic particles. The unique rules of quantum"  
[X Link](https://x.com/ValienVision/status/1840790548170367437)  2024-09-30T16:27Z [---] followers, [----] engagements


"@TooSimple2 Great move 🀝 There is no cap for now tho potential is infinite. $IONQ"  
[X Link](https://x.com/ValienVision/status/1841522779495268688)  2024-10-02T16:56Z [---] followers, [---] engagements


"Investing Quantum Energy $IONQ ION TRAP QUANTUM ARCHITECTURE WILL PLAY A CRUCIAL ROLE IN NEXT-GEN AI MODELS. πŸ‘½ We have never been as close to achieving ASI/AGI as we are now. Although the transformer architecture (currently used in building current LLMs) might not be the 'end game' AI development is clearly bottlenecked by compute and energy needs. Elon Musk has invested significantly in creating the largest AI computing cluster for xAI (and another one for $TSLA) $MSFT has backed Helion (a fusion startup) and recently announced plans to restart Three Mile Island (an old US nuclear facility)"  
[X Link](https://x.com/anyuser/status/1841840892593803518)  2024-10-03T14:01Z [---] followers, [----] engagements


"Chapman: Were consistently making significant headway on our technical roadmap and customers across academia and business recognize the unique value IonQs systems bring as we near the point of commercial quantum advantage. QUANTUM ADVANTAGE. $IONQ IonQ achieves its latest technical photonic interconnect milestone remote ion-ion entanglement as it moves towards scaling quantum systems and developing future quantum networks. Read more about the significance of todays achievement here: https://t.co/JyAZVzf8jZ https://t.co/4qxmpb4Yco IonQ achieves its latest technical photonic interconnect"  
[X Link](https://x.com/ValienVision/status/1841948675544904074)  2024-10-03T21:09Z [---] followers, [---] engagements


"@dannycheng2022 Just to add; she also sold out her whole $PLTR position (spread over each single ETF) before buying it back after it doubled"  
[X Link](https://x.com/anyuser/status/1842133990427246786)  2024-10-04T09:25Z [---] followers, [---] engagements


"Investing Quantum $IONQ Remote ion-ion entanglement: a tremendously important step toward scaling compute. πŸ‘½ IonQ's roadmap includes the development of photonic interconnects essentially enabling quantum communication links for efficient quantum networking. Indeed the strategy is to scale the most qubits on a single ion trap and then to network qubits from several traps together. The company announced the successful remote entanglement of two qubits from separate trap wells by the R&D team. The new developed system which collects photons from two trap wells and routes them towards a single"  
[X Link](https://x.com/ValienVision/status/1842248948179709955)  2024-10-04T17:02Z [---] followers, [---] engagements


"Just imagine how much visibility $RKLB would get if we were to find fossilized micro-organisms in those samples This information would immediately become mainstream and $RKLB would be in everyone's mouth. What an amazing time to be alive (AND TO INVEST) We want to get Mars rocks into the hands of scientists sooner and cost-effectively 🀝 Weve been selected by @NASA to complete a study into retrieving samples from the Martian surface and bringing them to Earth for the first time as part of the Mars Sample Return Program. Learn https://t.co/Gg10gra2N2 We want to get Mars rocks into the hands of"  
[X Link](https://x.com/ValienVision/status/1843243857892475143)  2024-10-07T10:55Z [---] followers, [---] engagements


"Investing Quantum $IONQ You gotta love how IonQ titled this short introductory video 3y ago: 'IonQ Limitless' Quantum mechanics dictates the interactions of matter and energy at the smallest scales forming the foundation for how atoms and molecules operate. QC's ability leverage this foundation to process an exponential amount of possibilities is genuinely LIMITLESS. $IONQ"  
[X Link](https://x.com/anyuser/status/1844410546696618433)  2024-10-10T16:11Z [---] followers, [----] engagements


"@munster_gene Appreciate the thoughts. 🀝 This event focused on robotics. We'll see what $TSLA want to do with the cheaper model but we should see long term; and long term is autonomy. 🦾"  
[X Link](https://x.com/ValienVision/status/1844722904061112540)  2024-10-11T12:53Z [---] followers, [---] engagements


"@IterIntellectus No way he doesn't even know alphafold"  
[X Link](https://x.com/ValienVision/status/1844802240785137861)  2024-10-11T18:08Z [---] followers, [----] engagements


"@HDPbilly @IterIntellectus Yea but as a professor it's actually your job to read the litterature. He must have read at least one paper citing the white paper. Or perhaps the PhD studs and Post docs are doing the job πŸ˜‰"  
[X Link](https://x.com/ValienVision/status/1844807619481083921)  2024-10-11T18:29Z [---] followers, [----] engagements


"@andrewmccalip FIRST ATTEMPT. This is insane"  
[X Link](https://x.com/ValienVision/status/1845444812524134785)  2024-10-13T12:41Z [---] followers, [---] engagements


"@genejchan Medium term yes. Short term we'll still rely on GPUs. It's still not straightforward to translate classical architectures to quantum/hybrid algos. I'm significantly long $IONQ"  
[X Link](https://x.com/ValienVision/status/1845784358461780240)  2024-10-14T11:10Z [---] followers, [---] engagements


"Investing Quantum $IONQ I'm sorry to be the one who has to do it but this article is BS. I'm not going to be liked I'll perhaps even get hated for saying this but do you prefer truth/value and maximizing your investment potential or getting hyped up on some BS I'll lose followers but whatever personally I'm all about value. $IONQ It seems a portion of the $IONQ community including some 'OGs' might not even be questioning it and are buying into every single piece of hype thrown at them. Error is Human it's normal. But it's always good to verify information especially when you provide it to"  
[X Link](https://x.com/anyuser/status/1845805289221611526)  2024-10-14T12:34Z [---] followers, [----] engagements


"@HookwayZachary You do you 🀝. $IONQ could go 20b market cap after aq64 release and I still wouldn't sell nothing"  
[X Link](https://x.com/ValienVision/status/1846604255995523476)  2024-10-16T17:28Z [---] followers, [---] engagements


"@StockSavvyShay It's already huge but $IONQ is more than that. Quantum simulations will revolutionize so much sectors. The company's execution has been flawless since de-spac and is on track to deliver on commercial quantum advantage. I'll never sell this one"  
[X Link](https://x.com/ValienVision/status/1846637064328302718)  2024-10-16T19:39Z [---] followers, [----] engagements


"Investing Quantum $IONQ Short interest is at 21.5% and $IONQ is flying. πŸ‘½ Are we going to witness a brutal short squeeze If it were to happen FOMO will be insane especially after potential announcements regarding commercial applications. What are your thoughts"  
[X Link](https://x.com/anyuser/status/1846920043470197214)  2024-10-17T14:23Z [---] followers, [----] engagements


"Investing Quantum $IONQ Here is a summary of $IONQ's CEO Peter Chapman's latest interview with EverydayAI. πŸ‘½ Key points: Chapman's approach to riding the AI wave without overly hyping the stock is commendable. As always I found him to be genuine and very likable. He essentially confirmed our classical AI workflows won't transition to quantum/hybrid systems by next month contrary to what some might hope. However in due time it will represent a groundbreaking revolution in both computing capabilities and energy requirements. Long term AI could inherently be quantum similarly to biological"  
[X Link](https://x.com/ValienVision/status/1846961193438662974)  2024-10-17T17:07Z [---] followers, [---] engagements


"@_Freeder_ It's good risk management to allocate and hold $IONQ for at least [--] years. Worst case it goes to 0; meh case it gets bought out; medium case you get a 10-20x return; best case the sky's the limit especially in the deep tech era"  
[X Link](https://x.com/anyuser/status/1846996718895747223)  2024-10-17T19:28Z [---] followers, [---] engagements


"Investing Quantum $IONQ With $IONQ flying even higher today along with other high-potential small caps I'm curious about where things are headed post-elections. Core CPI/PPI are back on the rise as feds start cutting rates and macros are quite uncertain. I expect violent volatily going forward. At what price do you think people will start taking profits Are you personally planning to trim or sell your position I'll never sell"  
[X Link](https://x.com/anyuser/status/1847289483403694379)  2024-10-18T14:51Z [---] followers, [----] engagements


"This is 100% going to happen with $IONQ. Mark my words ppl are going to regret selling too early. Think long term. A paradigm shift is unfolding. Potential is truly infinite. I know so many people who 'could have been' millionaires if they 'had only not sold.' (fill in $NFL $TSLA $AMZN $NVDA $AAPL.) There is a massive lesson there I know so many people who 'could have been' millionaires if they 'had only not sold.' (fill in $NFL $TSLA $AMZN $NVDA $AAPL.) There is a massive lesson there"  
[X Link](https://x.com/anyuser/status/1847291517272002910)  2024-10-18T14:59Z [---] followers, [----] engagements


"@VisuallyCorrect I'm significantly in $IONQ. Will check the other one sir 🀝"  
[X Link](https://x.com/ValienVision/status/1847362943836704901)  2024-10-18T19:43Z [---] followers, [---] engagements


"Investing Quantum $IONQ $IONQ has amazed everybody with their quantum computing developments. Just wait until the world fully grasps their leap into quantum networking"  
[X Link](https://x.com/anyuser/status/1848040827609641171)  2024-10-20T16:37Z [---] followers, [----] engagements


"Investing Quantum $IONQ Algorithmic Qubits (AQ): Quantum benchmarking what matters most real-world performance πŸ‘½ #AQ is an application based benchmark encompassing performance of a system across [--] quantum algorithm classes relevant for near term quantum applications (I'll write about applications later stay tuned). In simple words AQ is a summary metric that consider the number of 'useful' qubits in a quantum system. In a concise yet comprehensive definition quantum circuits running the algorithms are evaluated based on their success probability the number of qubits (width) and the number of"  
[X Link](https://x.com/anyuser/status/1848403838920802733)  2024-10-21T16:39Z [---] followers, [----] engagements


"Investing Quantum $IONQ SUMMURY WEBINAR - IonQ Technology & Performance Updates: Milestones on the Path to Commercial Advantage πŸ‘½ Peter Chapman (President and CEO) Dean Kassmann (SVP Engineering and technology) and Margaret Arakawa (Chief Marketing Officer) talked about $IONQ milestones and future commercial advantage. Here is the recap of the webinar: $IONQ has made significant strides showcasing its technology's potential in addressing a $20 billion chemistry issue through advanced algorithms earlier than anticipated. The company has tapped into QC's ability to revolutionize drug discovery"  
[X Link](https://x.com/anyuser/status/1849153417853153576)  2024-10-23T18:18Z [---] followers, [---] engagements


"Investing Quantum $IONQ During the last earnings call Chapman announced an exciting partnership with QuantumBasel including the deployment of two systems (35AQ and later 64AQ). πŸ‘½ This move by $IONQ to deploy these systems in Switzerland will enable them to cater effectively to the European market spanning from governmental bodies to early-adopter firms and various research institutes. The collaboration will create a hub for QC development which includes training sessions workshops and fostering a community around quantum technologies. The most significant aspect of this collaboration is the"  
[X Link](https://x.com/anyuser/status/1849493494559072394)  2024-10-24T16:49Z [---] followers, [----] engagements


"@Masi366531 The only correct move is to hold this indefinitely regardless of how much you're up on the position 🀝"  
[X Link](https://x.com/ValienVision/status/1850073525509329168)  2024-10-26T07:14Z [---] followers, [---] engagements


"@alc2022 My $PLTR average is roughly 8$. But those who truly have vision are the ones who'll hold this long term. 🀝"  
[X Link](https://x.com/anyuser/status/1850142051674849355)  2024-10-26T11:46Z [---] followers, [---] engagements


"@deepresearch855 My man spreading fud to buy shares at cheaper prices πŸ˜‚πŸ€"  
[X Link](https://x.com/anyuser/status/1850944385808285897)  2024-10-28T16:55Z [---] followers, [----] engagements


"Investing Quantum $IONQ The risk/reward of DCAing into $IONQ for the next few years is just INSANELY favorable"  
[X Link](https://x.com/anyuser/status/1851668949965881435)  2024-10-30T16:54Z [---] followers, [----] engagements


"Investing Quantum $IONQ Now that the hype seemingly begins to settle I thought it might be a good timing to share a gentle reminder. πŸ‘½ 'We are thrilled to be at a major inflection point for the company and the industry. No other publicly traded pure-play quantum computing company has nearly doubled revenue each year since going public nor have they approached the $100M bookings mark so quickly' per Chapman. Achieving quantum advantage in real-world applications and accelerating revenue growth are what truly matter. We are on track to double our revenues once again this year which is huge."  
[X Link](https://x.com/anyuser/status/1852043478487962084)  2024-10-31T17:42Z [---] followers, [----] engagements


"@cinecrew Nice catch sir very very very appreciated. 🀝I was monitoring since a month or so; I'm happy to see it online. LET'S GO $IONQ"  
[X Link](https://x.com/anyuser/status/1853848841189285917)  2024-11-05T17:16Z [---] followers, [---] engagements


"Investing Quantum $IONQ Looking forward to dissecting the upcoming $IONQ earnings calls. I'm particularly eager to gain insights on two major aspects: Strides made towards AQ64 Real-world applications I'll post a comprehensive write-up tomorrow morning for the $IONQ fam. 🀝"  
[X Link](https://x.com/anyuser/status/1854201818097590413)  2024-11-06T16:38Z [---] followers, [----] engagements


"Investing Quantum $IONQ MASTER $IONQ EARNINGS POST. πŸ‘½ I'll dissect the presentation slides and provide more insights in upcoming posts; Stay stunned $IONQ fam The post is divided in [--] sections: Chapman's quantum thesis Financials Partnerships/acquisitions The very good The meh I'll start the post with my favorite quote of the call by Chapman: 'The developments of this quarter are nothing short of groundbreaking and position $IONQ to be the preeminent player in the quantum industry in the near term and for many years to come.' CHAPMAN's QUANTUM THESIS: BUILD THE WORLD's BEST QC TO SOLVE THE"  
[X Link](https://x.com/anyuser/status/1854513480193192283)  2024-11-07T13:17Z [---] followers, [----] engagements


"Investing Quantum $IONQ Congrats to the $IONQ fam on winning today. Well deserved The true diamond holders know that this is nothing yet tho. That being said I think the market will have a very hard time pricing the potential of the company in the short term relative to the FOMO/hype and the time it will take to achieve quantum advantage on real-world appications. Hence I expect severe volatility especially if macroeconomic conditions were to worsen in the near future. What are your thoughts I don't like the hype and FOMO around the company; it leads me to overthink too much. Nonetheless a"  
[X Link](https://x.com/anyuser/status/1854581381017616816)  2024-11-07T17:47Z [---] followers, [----] engagements


"@IterIntellectus He simply checked polymarket I guess But what is wild is that he just left afterwards πŸ˜‚"  
[X Link](https://x.com/ValienVision/status/1855233860461568484)  2024-11-09T12:59Z [---] followers, [---] engagements


"@IterIntellectus Fun fact: At the beginning of the pandemic (and of my phd) I got in contact with infected ppl but I didn't test positive. I went back to the lab and wasn't even allowed to test my own antibodies against various spike proteins"  
[X Link](https://x.com/ValienVision/status/1855249134275407946)  2024-11-09T14:00Z [---] followers, [---] engagements


"@mvcinvesting This is not my type of investment otherwise I'd have started my dd just from seeing this. Amazing to see from a CEO"  
[X Link](https://x.com/ValienVision/status/1856054840201285642)  2024-11-11T19:22Z [---] followers, [---] engagements


"Appreciate your thoughts as always sir. 🀝 Quantinuum's last round has been closed at 5b valuation (last January); I don't expect them to get listed at 10b without any breakthrough unveiled. Imo Quantinuum should have an higher valuation than $IONQ considering they're fully backed. https://www.quantinuum.com/press-releases/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation https://www.quantinuum.com/press-releases/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation"  
[X Link](https://x.com/anyuser/status/1856759009383973108)  2024-11-13T18:00Z [---] followers, [---] engagements


"@deepresearch855 $IONQ diamond hands 20y from now 🀝"  
[X Link](https://x.com/anyuser/status/1857102599947715050)  2024-11-14T16:45Z [---] followers, [---] engagements


"Investing Quantum $IONQ Qubitekk now owned by $IONQ has famously deployed the very first commercially available quantum network in the U.S. πŸ‘½ Here is what you want to know about it: In [----] Qubitekk and Chattanooga-based EPB teamed up to explore how Qubitekks quantum security products could enhance the protection of the nation's smart grid against cyber-attacks. This collaboration led to the launch of the first commercially available quantum network in the US powered by Qubitekk. EPB Quantum Network is a quantum-as-a-service (QaaS) offering that provides private companies US government and"  
[X Link](https://x.com/anyuser/status/1857107617975304547)  2024-11-14T17:05Z [---] followers, [----] engagements


"Yesterday I got married to my best friend the most incredible person I know in every way and the hottest woman I've ever met. Yesterday my portfolio also reached new all-time highs catalyzed by my top multibaggers leading the charge $IONQ $PLTR $NVDA $RKLB I'm a very humble man so really I can't ask for much more. I feel fulfilled. I hope you all are doing great too. Wishing everyone an amazing day and a fantastic weekend ahead"  
[X Link](https://x.com/anyuser/status/1857819981582414081)  2024-11-16T16:16Z [---] followers, 11.1K engagements


"Investing Quantum $IONQ You hear it here right now and I swear you'll hear it here again as a reminder when everyone ditches the stock during the next correction: $IONQ is building an evolving end-to-end quantum platform company poised to revolutionize computing as we know it. Best-in-class quantum hardware leveraging ion-trap architecture with both cloud access and local system versatility. World-class quantum networking capabilities. Ramping hardware manufacturing capabilities. Best-in-class quantum and hybrid software solutions. Advancing real-world application engineering platform with"  
[X Link](https://x.com/anyuser/status/1861103273375064092)  2024-11-25T17:42Z [---] followers, [----] engagements


"Investing Quantum $IONQ $IONQ is built different. πŸ‘½ With the acquisition of Qubitekks [---] patents IonQ will have a total of over [---] U.S. and international issued and pending patents which is absolutely mind-blowing considering their world-class science and verticals depth. Their substantial IP protection covers all aspects of commercial quantum advantage such as performance scale and enterprise-grade capabilities; It's a meaningful testament of their leader position in quantum computing and networking. The following recently announced patents introduce innovative capabilities improving"  
[X Link](https://x.com/anyuser/status/1865096077093003681)  2024-12-06T18:08Z [---] followers, [----] engagements


"Investing Quantum $IONQ We're approaching quantum advantage. πŸ‘½ FIRST STEP: Chapman: 'At AQ35 we expect the first system we deliver to QuantumBasel to be on the verge of exceeding the capabilities of quantum simulators on classical computers'. SECOND STEP: Chapman: 'With AQ64 we believe even the best supercomputers will no longer be able to compete using full quantum simulation. We expect many applications to attain quantum advantage at this scale ushering in a new era in computing. This is the system that organizations have been waiting for and were glad to have QuantumBasel join us on this"  
[X Link](https://x.com/ValienVision/status/1866171003769852222)  2024-12-09T17:20Z [---] followers, [----] engagements


"Investing Quantum $IONQ IONQ's VISON FOR SCALABLE QUANTUM NETWORKING. πŸ‘½ IonQ's scaling strategy is based on several key principles inherent to trapped ion systems. Initially the strategy leverages the natural high fidelity of trapped ions which are fundamentally identical atoms thus avoiding manufacturing variability and allowing for precise engineering at a potentially massive scale. This precision facilitates the creation of long-chain operations within a single quantum core. However recognizing the limitations of scaling within a single core IonQ's approach includes transitioning to a"  
[X Link](https://x.com/anyuser/status/1872328259720950152)  2024-12-26T17:06Z [---] followers, [----] engagements


"It's been roughly 3years since I started following $IONQ closely and been invested. As an ghost I've never witnessed THAT much interest for the stock on the platform as for now. Trying to draw conclusions here. πŸ‘½"  
[X Link](https://x.com/ValienVision/status/1834663692715065531)  2024-09-13T18:41Z [---] followers, [---] engagements


"@boztank You earned my respect sir. 🀝"  
[X Link](https://x.com/ValienVision/status/1841871066781598195)  2024-10-03T16:00Z [---] followers, [--] engagements


"Investing Quantum $IONQ $SDGR AN $IONQ / $SDGR PARTNERSHIP WOULD BE IDEAL FOR MAKING THE PREVIOUSLY IMPOSSIBLE POSSIBLE. πŸ‘½ @StoneBerryusd aka sir Barium recently asked about an ideal partner for $IONQ; for me it's $SDGR. Schrdinger ($SDGR) is a pioneering company specializing in computational chemistry and molecular simulations to advance drug discovery and materials science. The company leverages its physics-based computational platform to enable the design of novel molecules significantly reducing the time and cost associated with bringing new drugs and materials to market. Schrdinger's"  
[X Link](https://x.com/anyuser/status/1844110114149859464)  2024-10-09T20:18Z [---] followers, [---] engagements


"DO YOU FEEL THE ACCELERATION TRULY INSANE. WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK https://t.co/rnzeLNgs8h WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK https://t.co/rnzeLNgs8h"  
[X Link](https://x.com/ValienVision/status/1845442999439835277)  2024-10-13T12:34Z [---] followers, [---] engagements


"Investing Quantum $IONQ Qubitekk; The last $IONQ acquisition announced during Q3 earnings call. πŸ‘½ Before posting about how the acquisition will benefit IonQ's operations (stay tunned) let's first explore what Qubitekk has been doing since their founding in [----]. First of all Qubitekk is a trusted company; its list of partners/clients is impressive with the likes of Verizon US Department of Defense US Department of Energy NASA US air force. Now what is Qubitekk actually doing As new quantum devices emerge a network capable of interconnecting these systems will be critical. This is what"  
[X Link](https://x.com/anyuser/status/1855637686054220036)  2024-11-10T15:44Z [---] followers, [----] engagements


"Investing Quantum $IONQ The rumors around IonQ's potential buyout have been around for [--] years already; here's my quick take on the matter. πŸ‘½ I believe leadership and shareholders are well aware of the infinite value that $IONQ is poised to deliver. The fact that they're currently ramping up manufacturing capabilities is imo a significant testament of the company's long term vision. I always think in decades. To me it would thus be a shame to accept a buyout and give up on the promise of disrupting the computing world advancing quantum simulations and leading in quantum networking for some"  
[X Link](https://x.com/anyuser/status/1866526246416363833)  2024-12-10T16:51Z [---] followers, [----] engagements


"Investing Quantum $IONQ$ANSS IonQ x Ansys.πŸ‘½ The$IONQx$ANSSpartnership is a one-two punch. Both companies stand to gain creating a synergy that promises to accelerate innovation. Let's first have a look at what the Computer-Aided Engineering (CAE) market is and what Ansys actually does. The CAE industry is a 10b market that involves using software to aid in engineering tasks like simulation analysis and optimization of products or processes before they are physically manufactured. Ansys is a company at the hearth of the CAE industry. They develop and market engineering simulation software"  
[X Link](https://x.com/anyuser/status/1868386332663333019)  2024-12-15T20:03Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ValienVision Avatar @ValienVision αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ

αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ posts on X about $ionq, ai, in the, investment the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +205%
  • [--] Month [------] +42,010%
  • [--] Months [------] +387%
  • [--] Year [------] -54%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +52%
  • [--] Month [---] +5,500%
  • [--] Months [---] +157%
  • [--] Year [---] -33%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +9.30%
  • [--] Month [---] +12%
  • [--] Months [---] +3.10%
  • [--] Year [---] +4.30%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 45.45% stocks 29.87% technology brands 9.74% automotive brands 5.19% celebrities 4.55% cryptocurrencies 3.25% countries 1.95% products 0.65% events 0.65%

Social topic influence $ionq #105, ai 14.29%, in the 11.69%, investment 6.49%, $pltr 5.84%, company 5.84%, $tsla 4.55%, the first 3.9%, acquisition 3.9%, $nvda 3.9%

Top accounts mentioned or mentioned by @deepresearch855 @eric26573545571 @elonmusk @stoneberryusd @iterintellectus @peonykingof @alojoh @mdjview @pepinveststocks @alc2022 @freeder @mis_ashford @stock_investor1 @spacanpanman @nature @jukan05 @deepvalue47 @dwarkeshsp @googledeepminds @iliraliu

Top assets mentioned IonQ, Inc. (IONQ) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Arm Holdings plc (ARM) Alphabet Inc Class A (GOOGL) Symbotic Inc. Class A Common Stock (SYM) SkyWater Technology, Inc. (SKYT) Enphase Energy Inc (ENPH) Bloom Energy Corporation (BE) Lumentum Holdings Inc. Common Stock (LITE) Heroes of NFT (HON) Nextracker Inc. (NXT) First Solar, Inc. (FSLR) Cloudflare, Inc. (NET) Centrus Energy Corp. (LEU) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) Recursion Pharmaceuticals, Inc. (RXRX) Tempus AI, Inc. (TEM) Accenture (ACN)

Top Social Posts

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

"$IONQ quantum networking dd. $IONQ is the first major quantum company to assemble a serious stack that could actually deliver distributed entanglement. The pieces of the networking puzzle Deployable entanglement links require more than a lab setup: deterministic emitters efficient collection telecom-band compatibility quantum memories/repeaters field-ready terminals and the control software and systems engineering to make it all operate as a reliable network. $IONQ bought these pieces deliberately. Entangled Networks acquired early [----] added orchestration and linking protocols. Qubitekk"
X Link 2026-02-11T20:06Z [---] followers, [----] engagements

"Until now $HON was the best positionned. But $SKYT's rad-hard FDSOI capability trusted-foundry footprint and demonstrated DoD funding/productization give $IONQ a clear path for immediate defensible leverage to industrialize space-qualified quantum sensors QKD nodes and control electronics. This is a real strategic inflection point. https://twitter.com/i/web/status/2015869047510847933 https://twitter.com/i/web/status/2015869047510847933"
X Link 2026-01-26T19:26Z [---] followers, [---] engagements

"NextPower $NXT earnings call insights. As you know AI will drive an unprecedented explosion in electricity demand throughout the coming decade. Solar with its plunging LCOE ($2030/MWh in optimal sites) zero marginal cost and modular deployability is physically destined to become the default baseload for compute infrastructure. In this context $NXT has evolved from a pure-play tracker supplier to a vertically integrated end-to-end utility-scale solar platform: AI-optimized trackers software (TrueCapture) adaptive foundations (NX Earth Truss) domestic EBOS robotics for installation/maintenance"
X Link 2026-01-28T18:00Z [---] followers, [---] engagements

"@spacanpanman $NXT is delivering on its end-to-end vision. The positioning in Saudi Arabia is especially compelling with massive market share to capture in the short to medium term as AI infrastructure scales"
X Link 2026-01-28T18:48Z [---] followers, [---] engagements

"@deepresearch855 + $SKYT rad-hard FDSOI assuming the acquisition closes smoothly. $IONQ is vertically integrating end-to-end; excited to see them execute as they consistently have in the past"
X Link 2026-01-28T19:50Z [---] followers, [---] engagements

"AI-driven breakthroughs in biotech over 2026-2027 will make you regret not having exposure to the sector. Act accordingly. $RXRX $TEM $GOOG AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the research community will do with it. Congrats to the team on our newest front cover #AI4Science AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the"
X Link 2026-01-29T13:32Z [---] followers, [---] engagements

"The markets a bloodbath but $VPG is casually +13% after $TSLA announced it will halt Model S & Model X production to repurpose the lines for humanoid bots. Interesting"
X Link 2026-01-29T16:54Z [---] followers, [---] engagements

"Elon reiterated plans to ramp toward [---] GW/year of integrated solar cell and panel production and unsurprisingly analysts cut their target on $FSLR. Boom $FSLR down 11%. But this looks like an overreaction: $TSLA's solar ambitions are still early-stage (initial ramps in [----] massive CapEx needed) while $FSLR dominates utility-scale thin-film tech with proven advantages in hot/dusty conditions lower degradation recyclability and strong backlog. https://twitter.com/i/web/status/2016963418201207098 https://twitter.com/i/web/status/2016963418201207098"
X Link 2026-01-29T19:55Z [---] followers, [---] engagements

"@elonmusk The greatest discovery ever. Mastery of electrons is the backbone of becoming a type I civilization"
X Link 2026-02-01T12:01Z [---] followers, [----] engagements

"$PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You buy the software then you pay $ACN or Deloitte 5x the license cost to make it work. Palantir deleted that multiplier. Sankar revealed that AI FDE (their automated Forward Deployed Engineer) migrated a complex SAP ERP system from ECC to S/4 in two weeks. Two. Weeks. That's truly mind blogging Legacy system integrators"
X Link 2026-02-03T17:12Z [---] followers, [---] engagements

"Portfolio just experienced maximum gravity. Worst day Ive ever had. Cortisol spiking. Why am I smiling πŸ‘½"
X Link 2026-02-04T17:28Z [---] followers, [---] engagements

"@peonyKingOF $FSLR positionned too after buying Evolar few years ago"
X Link 2026-02-04T19:19Z [---] followers, [--] engagements

"Hands are the whole point of a humanoid. Real-world usefulness is manipulating objects tools and people while adapting and recovering from mistakes. A bot that can backflip but cant reliably do those things is basically a very expensive gymnast. Impressive physics demo but zero signal imo. https://twitter.com/i/web/status/2019711072903557308 https://twitter.com/i/web/status/2019711072903557308"
X Link 2026-02-06T09:53Z [---] followers, [---] engagements

"@alojoh This could mark the end of human troops on the battlefield. Hopefully"
X Link 2026-02-06T11:38Z [---] followers, [---] engagements

"@jukan05 Hands are the whole point of a humanoid though. Flips and spins without hands just prove you played with a controller and a physics sim. Not much signal for real-world usefulness"
X Link 2026-02-06T11:42Z [---] followers, [---] engagements

"@DeepValue47 Holding single digits average so at this point the position is too concentrated relative to my other allocations to add more. Even after the drop. Conviction is intact though. AI FDE gonna be massive. $PLTR"
X Link 2026-02-06T16:02Z [---] followers, [---] engagements

"I just dug through Elon's interview to gain some insights. He repeated things he had already said before so I keep my focus on Optimus for this post. Musk described building Optimus Academy: a physical-scale training ground where $TSLA deploys at least [-----] probably 20-30000 real humanoid robots in actual environments. These bots will test and perform various tasks in the real world to accelerate learning. This will be paired with millions of simulated robots in $TSLA's high-fidelity simulation environment (including a "reality generator") to generate massive data then close the"
X Link 2026-02-06T16:04Z [---] followers, [---] engagements

"@peonyKingOF This. And as utility-scale deployments accelerate in sun-rich but thermally challenging regions and circularity becomes table stakes $FSLRs advantages will shine even brighter"
X Link 2026-02-06T19:06Z [---] followers, [---] engagements

"Humanoid DD. [----] is the year world models stop being video toys and start becoming the actual substrate for physical AGI. $NVDA's GR00T lead Jim Fan laid it out cleanly: next-token prediction was paradigm [--]. Next physical state prediction conditioned on actions is paradigm [--]. Most people still see world models like $GOOG's Genie through the lens of AI video generation. Thats understandable the demos are hypnotic. But theyre the side quest. The main quest is advanced robotics. Real dexterity manipulation and sensorimotor loops that dont need language. Right now the dominant path is still"
X Link 2026-02-07T14:00Z [---] followers, [---] engagements

"If the $SKYT acquisition closes $IONQ becomes the default infrastructure choice for US National Security quantum applications. Full stack from R&D to Trusted Foundry. I'm confident they'll execute on the integration phase"
X Link 2026-02-07T19:30Z [---] followers, [----] engagements

"@MDJView This is actually the third straight quarter of double-digit margins in the service business Maciej noted that while gross margin will fluctuate with project mix disciplined cost reductions and operating efficiencies will continue to strengthen EBITDA"
X Link 2026-02-08T07:57Z [---] followers, [--] engagements

"World models are about to supercharge robotics into the biggest industry on Earth and its mostly being ignored. $GOOG $TSLA $NVDA $VPG Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. By simulating the impossible we proactively prepare the Waymo Driver for some of the most rare and https://t.co/Pl80OMDqLC Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie 3."
X Link 2026-02-08T09:37Z [---] followers, [---] engagements

"@IlirAliu_ Remember when Brett went rogue as someone posted that the bots at the BMW factory werent doing actual work That really caught my attention"
X Link 2026-02-08T10:24Z [---] followers, [----] engagements

"@rohanpaul_ai Falling while trying to clear snow is still way more impressive than performing useless acrobatics. Real world usefulness is the only thing that matters"
X Link 2026-02-08T10:44Z [---] followers, [---] engagements

"$ARM https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and https://t.co/LqLXpHOFIx https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$ENPH https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down https://t.co/VQPz6bmKso https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$BE https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a https://t.co/AKF4cLEayl https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"$SYM https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the https://t.co/YlHZI9cJMz https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$LITE https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still https://t.co/YomzWvUww9 https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"$PLTR https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You https://t.co/nO3wAGNKyu https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"Behind the SpaceX cyclotron photo: You don't drop serious CAPEX on a proton accelerator just to polish AI orbital datacenters narratives for an IPO deck. You drop it because testing chips for cosmic radiation damage is slow expensive and limits how fast new space-ready applications can be developed. SpaceX doesn't want to be bottlenecked. This screams long term scaling of rad-hard electronics for real deep space / mega-constellations. @michaelnicollsx Not many companies have cyclotrons @michaelnicollsx Not many companies have cyclotrons"
X Link 2026-02-08T18:37Z [---] followers, [---] engagements

"$IONQ is effectively securing the manufacturing engine needed to turn its technical leadership into deployable commercial-scale quantum advantage. Even better were acquiring it at a valuation that barely reflects its strategic importance. $SKYT"
X Link 2026-02-08T21:18Z [---] followers, [----] engagements

"Great point. Risky stock no doubt but outstanding company. Thats exactly why I sized the position so I can aggressively average down if needed. The other way of seeing this is that Masa is morphing SoftBank into a massive advanced robotics ecosystem with $ARM standing at the center of the network. He'll protect his jewel. https://twitter.com/i/web/status/2020919648292581540 https://twitter.com/i/web/status/2020919648292581540"
X Link 2026-02-09T17:56Z [---] followers, [--] engagements

"@stock_investor1 @Eric26573545571 Yes with $ARM standing at the center of his advanced robotics empire Masa will do everything to protect his jewel"
X Link 2026-02-09T17:57Z [---] followers, [--] engagements

"Sama just said Codex [---] is the final step before software is basically solved. Feel that acceleration I still think Anthropic is ahead. xAI will sprint to close the gap; Cursor feels like an obvious target. $GOOG wont stay quiet forever headline-level coding banger coming"
X Link 2026-02-09T17:59Z [---] followers, [---] engagements

"$PLTR mindset. Focus on product quality. Ignore the rest. After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y"
X Link 2026-02-10T09:35Z [---] followers, [---] engagements

"$TSLA & SpaceX teams toured China's solar giants: Jinko Trina Longi and more. The goal was to assess capacity and perovskite advancements. With AI buildouts craving endless power Elon's [---] GW target within 3y feels conservative. AI data centers alone could demand terawatts soon; so [---] GW is a floor not a ceiling. Solar demand is poised to explode in the near term but perovskite's the wildcard here. Why is Elon so suddenly interested in perovskite tech Imo this signals manufacturing breakthroughs are close. $FSLR (Evolar integration) and $ASTI (through their perovskites center of excellence)"
X Link 2026-02-10T12:57Z [---] followers, [---] engagements

"As a long term $PLTR investor who's actually touched Foundry/AIP I dont think this guy grasps the real significance of the ontology or its short to long-term implications at all. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T16:49Z [---] followers, [---] engagements

"$ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down sequentially) the consensus sees a growth story that hit a wall. They see "Europe down 29%" & "weak Q1 guidance". I see something entirely different. I see a company successfully executing a hostile architectural takeover of the grid. They're forging a distributed energy OS where GaN semiconductors flip the script on power"
X Link 2026-02-04T11:43Z [---] followers, [----] engagements

"$SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the venture-risk phase. - Revenue: $630M (+29% YoY). - Software revenue: $10.9M (+97% YoY). - GAAP profitability: $13M (vs. -$17M loss YoY). - Adjusted EBITDA: $67M (Double-digit margin achieved). - Cash: $1.8B on balance sheet. - Backlog: $22.3 billion. Unpalletized inbound processing For years the "inbound dock" was the manual"
X Link 2026-02-05T16:30Z [---] followers, [---] engagements

"@teortaxesTex When Bulma can rival Beerus you definitely know youre watching AI slop πŸ˜‚ Problem is weve hit the point where slop and "reality" look exactly the same"
X Link 2026-02-10T09:41Z [---] followers, [---] engagements

"Now benchmark that against some of the human-delivered DBS frames. Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J"
X Link 2026-02-10T09:48Z [---] followers, [---] engagements

"In practice $SYM is building a platform-of-platforms approach: one software stack with multiple robot types plugged in. Every new robot is essentially an app on their control system. Cohen stated "the same software can control lots of different machines". This integrated view extends upstream and downstream. https://twitter.com/i/web/status/2021204364564553804 https://twitter.com/i/web/status/2021204364564553804"
X Link 2026-02-10T12:47Z [---] followers, [--] engagements

"Whats your point Im simply pointing out that the overall animation throughout DBS especially at the beginning was horrible. Thats a fact. No disrespect to the outstanding artists like Naotoshi Shida and Naoki Tate who contributed to elevate the quality. Frontier video models are the worst theyll ever be right now. Dont get me wrong the Broly movie is incredible (I'm a Broly "fan" myself) but movies like that will soon be generated with just a few well-engineered prompts. https://twitter.com/i/web/status/2021291750321467776 https://twitter.com/i/web/status/2021291750321467776"
X Link 2026-02-10T18:34Z [---] followers, [--] engagements

"@PepInvestStocks Although the majority of my quantum exposure is in $IONQ I own a lil bit of $CCCX mainly for their quantum sensing tech. Infleqtion looks primed to grab real market share in the near term plus theyve got a credible roadmap to scale their whole quantum business"
X Link 2026-02-11T10:09Z [---] followers, [---] engagements

"Ilyas been in full stealth mode since his blow-up with Sama. Hes hinted multiple times that SSI is taking a fundamentally new path which likely means exploring architectures beyond the current scaling playbook. I strongly respect its zero-distraction approach: no products no commercialization theater and total focus on the mission. That's the approach I'd have chosen too so I'm biased ahah. No comment on Shkreli though. https://twitter.com/i/web/status/2021867621725945988 https://twitter.com/i/web/status/2021867621725945988"
X Link 2026-02-12T08:43Z [---] followers, [--] engagements

"This demo is the first visible instance of a synbio compounding loop that matters economically. Ginkgo $DNA autonomous lab x GPT5 ran [-----] wet-lab experiments produced roughly [------] datapoints and cut cell-free protein synthesis cost per gram by 40%. I see a platform primitive being stitched together. The primitives are: - a reasoning system finetuned on massive proprietary datasets that can generate experimental hypotheses at scale. - an orchestration layer that converts hypotheses into safe repeatable automation workflows. - an hardware fleet that executes at throughput and returns"
X Link 2026-02-06T20:57Z [---] followers, [---] engagements

"@aleabitoreddit The gear reducers durability should be a major bottleneck too. You once said you believe LeaderDrive will dominate but Japanese companies like HDS Nabtesco and Nidec will be on for the party. Elon said he wants to vertically integrate though. I'm not sure he can"
X Link 2026-02-07T14:10Z [---] followers, [---] engagements

"$IONQ acquisitions dd drop. $IONQ is building a single company that owns qubits photonic links satellites sensors and chip fabs and that fact alone rewrites the investment frame for quantum infrastructure. How the acquisitions map to the end-to-end stack Oxford Ionics upgrades the trapped-ion core with chip-scale ion traps and microwave control that pushed two-qubit fidelity into the 99.99% regime. That fidelity is the single most important lever for practical error correction and for reducing overhead in any large-scale ion architecture. Lightsynq supplies photonic interconnects and quantum"
X Link 2026-02-09T20:43Z [---] followers, [----] engagements

"This week I'm laser-focused on $NET $LEU $VPG $ALMU $NBIS $CCJ & $K3R earning calls. Detailed DD headed your way same heat as last week Dont sleep on it πŸ‘½"
X Link 2026-02-10T18:53Z [---] followers, [----] engagements

"$IONQ Monroe's comeback dd. Chris Monroes full-time return to $IONQ is the single most significant operational development in their modular scaling progress over the past six months. He co-founded $IONQ with Jungsang Kim in [----] based on research from the University of Maryland (where he was a professor) and Duke University. $IONQ's core IP remains heavily reliant on exclusive licenses from these universities for foundational trapped-ion quantum computing patents and inventions; keep that in mind for later. October 2023: Monroe stepped away from operational duties at $IONQ to focus on"
X Link 2026-02-10T21:04Z [---] followers, [----] engagements

"Recursive self-improvement is likely happening this year with frontier labs automating R&D loops that spit out enhanced algorithms faster than any cracked human team could. When AI starts rewriting its own code intelligence compounds . Singularity is closer than you think. As a long-term investor ask yourself one question: Are you truly positioned to capture growth Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the"
X Link 2026-02-11T08:51Z [---] followers, [---] engagements

"Cloudflare $NET earnings call dd drop. The narrative has moved definitively from "internet plumber" (CDN/DDoS) to "agentic web operator". The signal here is quite important. The agentic era Matthew Prince laid it out clearly. The internet we built for humans (browsers ads eyeballs) is plateauing. The internet for Agents is . Prince: "If humans looked at [--] sites when they were making a decision agents might look at [----]. If humans had to fall back on generalized software and interfaces agents allow for infinite customizability of every software application for every need. If humans follow a"
X Link 2026-02-11T16:59Z [---] followers, [---] engagements

"Thanks for your contribution. Big incumbents like $HON do collect substantial operational and equipment-health data but $SYMs dataset is distinctive because its built from large live retail distribution deployments (anchored by its long-running $WMT relationship). $SYM has been scaling quickly in retail DC automation and has demonstrated tangible improvements from bot optimization to installation throughput. The flywheel is running already. The question to ask yourself is besides them who else is scaling physical end-to-end automation as a service as fast and efficiently Regarding your last"
X Link 2026-02-12T09:25Z [---] followers, [--] engagements

"@SpaceInvestor_D Still holding my $PL position at a $4 average. I expected them to work with deepmind given $GOOG's investment in the spac but they went with Anthropic instead. Hoping to get more info and that in March"
X Link 2026-02-07T10:09Z [---] followers, [---] engagements

"@alojoh Seems like AI doesnt yet know how to fight though 🀭"
X Link 2026-02-13T20:02Z [---] followers, [--] engagements

"$BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a standard for on-site off-grid power. CEO Sridhar: "Our customer base is diversified with numerous customers in every key sector including AI. We are rapidly becoming the standard for on-site power." Demand is accelerating The backlog numbers are screaming. Total backlog including services backlog sits at $20 billion. But"
X Link 2026-02-07T17:11Z [---] followers, [----] engagements

"@Eric26573545571 You really piqued my curiosity. What rumors did you hear about"
X Link 2026-02-11T20:06Z [---] followers, [--] engagements

"Ilya is cracked thats why he gets funded ahah. Because fundamental work brings some benefits to them. It sets industry standards attracts top talent accelerates external innovation and drives massive demand for their cloud infrastructure and tools where they actually monetize. But something as massive as recursive self-improvement would definitely stay locked in-house. As I said Im not going to comment on the guy. Check his track record and form your own impression https://twitter.com/i/web/status/2022045191952093205 https://twitter.com/i/web/status/2022045191952093205"
X Link 2026-02-12T20:28Z [---] followers, [--] engagements

"$ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and eggs. They gave you blueprints (IP) and you spent three years baking the cake (integration). That model is obsolete the new metric that matters is CSS (compute subsystems). Rene Haas just confirmed [--] licenses across [--] companies. Five are already shipping CSS-based chips. This is MASSIVE. With CSS $ARM sells the pre-baked"
X Link 2026-02-05T12:01Z [---] followers, [----] engagements

"Earnings season = I look for inflection points. I spent the week analyzing reports and shared DD on companies shaping the future of deep tech: $PLTR $LITE $ARM $SYM $ENPH $IREN $BE No hype just long term vision πŸ‘½ Access what matters to you below πŸ‘‡"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"As more and more applications move to agentic AI $ARM will be the compute platform connecting cloud edge and physical AI use cases"
X Link 2026-02-08T17:23Z [---] followers, [---] engagements

"The "ARM everywhere" event is coming up on March [--]. Expect them to unveil the roadmap that cements $ARM's dominance in advanced robotics"
X Link 2026-02-09T09:18Z [---] followers, [---] engagements

"@alc2022 And robotaxis is a decent but relatively small part of the whole thesis. $TSLA Energy + AI + world class manufacturing capabilities (while entering the deep tech era) ="
X Link 2024-10-16T09:24Z [---] followers, [----] engagements

"Investing Quantum $IONQ CAN YOU SMELL THE FOMO COMING πŸ‘½ 'Carnegie Investment Counsel bought a new stake in shares of IonQ Inc. (NYSE:IONQ - Free Report) in the 3rd quarter according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought [------] shares of the company's stock valued at approximately $5036000. Carnegie Investment Counsel owned approximately 0.27% of IonQ as of its most recent SEC filing.' 5m is not quite significant but more and more institutions will wake up on the the company's potential and flawless execution. $IONQ"
X Link 2024-10-16T13:59Z [---] followers, [---] engagements

"@satsmojo Not selling this one never $IONQ"
X Link 2024-10-16T18:44Z [---] followers, [---] engagements

"$LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still views the company as a cyclical vendor of optical parts. They're missing the signal for the noise: $LITE has effectively declared the 200G era. The death of 100G For years 100-gigabit per lane optics were the standard. $LITE confirmed that 200G EMLs (Electro-absorption Modulated Lasers) now make up 10% of their datacom revenue."
X Link 2026-02-04T19:17Z [---] followers, [----] engagements

"$IREN earnings call dd. The market is structurally mispricing the earnings print imo. They reported a revenue miss ($185M vs. $229M) and a net loss that ballooned to $155.4M due to impairments and other non-cash charges triggering a 12% pre-market sell-off. The algos are reacting to first-order noise: $BTC mining yields are decaying. But let's look closer. The interest rate signal Forget the revenue miss for a second and look at the debt. $IREN just secured $3.6 billion in financing for GPUs at less than 6% interest. Let that sink in. In this macro environment neocloud competitors pay roughly"
X Link 2026-02-06T11:35Z [---] followers, [---] engagements

"Coherent $COHR earnings call DD. $COHR posted a 4x book-to-bill ratio in datacom. For every dollar of product shipped hyperscalers ordered four dollars worth of future capacity. I've analyzed hardware cycles for quite some time now. In a standard "strong" cycle you see 1.5x. A 4x print implies something entirely different is happening. We're witnessing a panic-buying event where $GOOG $MSFT and $AMZN have realized that optical interconnects are the hard bottleneck for the next generation of AI clusters. Anderson emphasized: "Coherent is at the center of an extraordinary expansion of optical"
X Link 2026-02-09T16:39Z [---] followers, [---] engagements

"Centrus Energy $LEU earnings call dd drop. The algos saw a massive EPS miss ($0.79 vs $1.41) and panic-sold but the majority of their current revenue is still derived from their LEU business. What matters is their future commercial enrichment business. Industrial scale HALEU enrichment progress Amir Vexler finally confirmed the AC100M centrifuge is moving from "demonstration" to industrial-scale manufacturing at the Oak Ridge TN facility. This is an inflection point for the company $LEU's done with science experiments and moving to supply chain mobilization. They explicitly target bringing"
X Link 2026-02-12T15:51Z [---] followers, [---] engagements

"πŸ’₯ $GOOG just reclaimed reasoning SOTA 84.6% on ARC-AGI-2 (a brutal abstract visual reasoning & core intelligence benchmark). This is a clear leap and a big deal for non-memorized genuine problem-solving. New high score on Humanitys Last Exam (HLE) one of the hardest open-ended reasoning/knowledge stress tests out there (PhD-level across domains). Gold-medal level performance on Physics & Chemistry Olympiads. Deepmind is cooking extremely hard Weve upgraded our specialized reasoning mode Gemini [--] Deep Think to help solve modern science research and engineering challenges pushing the frontier"
X Link 2026-02-12T17:29Z [---] followers, [---] engagements

"Vishay Precision Group $VPG (advanced robotics) earnings call dd drop. The market repriced $VPG down based on backward-looking margin compression and an EPS miss ($0.07 vs. $0.21 forecast) while largely ignoring a flashing neon signal in the forward-looking data: $VPG has successfully validated its position as a critical component supplier for the humanoid robotics industry. Humanoid related insights CEO Ziv Shoshani confirmed they've secured a third major humanoid customer We aren't talking about a single "hero" client anymore they now have follow-on bookings for their first two customers"
X Link 2026-02-12T20:18Z [---] followers, [---] engagements

"Nebius $NBIS (AI foundations) earnings call dd drop. $NBIS just committed to spending $20 billion on infrastructure in [----]. Let that number settle in your mind for a sec. We're talking about a company that reported $530M in full-year revenue guiding for a CapEx plan that rivals the GDP of a small nation. I went through the call and technicals. The physics of capital deployment [----] CapEx was around $4B. Put that into perspective with the jump to $20B they've announced for [----]. CEO Arkady Volozh: "To capture this opportunity we are accelerating our capacity plans. Just today we announced 9"
X Link 2026-02-13T17:23Z [---] followers, [---] engagements

"@UnitreeRobotics Looks way more useful than acrobatics and it's not even close. Congrats on the ongoing real world deployments"
X Link 2026-02-13T20:05Z [---] followers, [--] engagements

"From barium ions at 99.9% fidelity in late [----] to four-nines in [----] $IONQ's gate performance evolves rapidly. Oxford Ionics integration fuels this (EQC tech). Now watch compounding work its magic"
X Link 2026-02-13T21:51Z [---] followers, [---] engagements

"Investing Quantum $IONQ All major global powers are aggressively pouring money into the AI race due to its tremendous importance for economic growth defense and technological sovereignty. This is only the beginning. Quantum techs are next in line. Global quantum efforts are estimated at $42b in [----] (per QURECA see image). The technological race will intensify as we progress into the deep tech era. Hence expect ENORMOUS investments in quantum technologies going forward. $IONQ"
X Link 2024-10-28T16:53Z [---] followers, [----] engagements

"I'll save you the workπŸ˜… $IONQ 'Learn more about the panel here:' What you actually learn: Yesterday IonQs Dr. Masako Yamada participated at the @IQTqubit's "Quantum + AI Summit" and dove into the most current QML developments and how they could shape key industries. Learn more about the panel here: https://t.co/obL3TenrBC https://t.co/pOqG0UIHoP Yesterday IonQs Dr. Masako Yamada participated at the @IQTqubit's "Quantum + AI Summit" and dove into the most current QML developments and how they could shape key industries. Learn more about the panel here: https://t.co/obL3TenrBC"
X Link 2024-10-30T16:49Z [---] followers, [----] engagements

"Investing Quantum $IONQ IonQ recently secured a significant $54.5 million contract with the United States Air Force Research Laboratory (AFRL). This collaboration marks a critical step in the defense sectors commitment to integrating quantum technology with national security objectives. The contract is set for four years during which IonQ will work closely with AFRL to deliver innovations in quantum systems and networking. Quantum System Scalability and Hardware Development: IonQ will design develop and deploy quantum hardware and technology that overcome current scalability limitations a"
X Link 2024-11-04T18:14Z [---] followers, [----] engagements

"Investing Quantum $IONQ A paradigm shift is unfolding and $IONQ is leading the way. We're witnessing the infancy of the quantum field. We're early and as with every major shift time is needed. Scaling our AQ count and developing world class quantum algorithms will take time; This earnings call once again emphasized it. But time will also bring plenty of opportunities as de-risking events arise. Manage your emotions build strong conviction and consider DCAing over the next few years. Short-term price action won't matter in the long run if the company continues to execute flawlessly. The"
X Link 2024-11-08T16:34Z [---] followers, [----] engagements

"Investing Quantum $IONQ For those like me who are data-driven not hype-driven here are some papers to look at if you want to learn about why perfect error correction although being the end goal is not needed to achieve quantum advantage. πŸ‘½ Quantum advantage demonstrated on $IONQ's hardware (Aria): (I haven't read this one yet as @deepresearch855 just pointed it out to me few minutes ago. By the way he's a must-follow.) Strategies for practical advantage of fault-tolerant circuit design in noisy trapped-ion quantum computers: https://ar5iv.labs.arxiv.org/html/2301.10017"
X Link 2024-11-09T15:05Z [---] followers, [----] engagements

"Investing Quantum $IONQ $IONQ's acquisition of Qubitekk significantly deepens its leadership in the quantum networking sector by integrating their cutting-edge quantum networking technology and expertise into $IONQ's operations. But how πŸ‘½ First of all Qubitekk brings a portfolio of [---] U.S. and international patents in quantum networking hardware and security directly enhancing IonQ's capabilities in developing quantum networking solutions. The most important aspect is that $IONQ's and Qubitekk's technologies are highly complementary. IonQs focus on quantum computing with trapped-ion"
X Link 2024-11-11T15:51Z [---] followers, [----] engagements

"Investing Quantum $IONQ Here is one of the most important aspect of $IONQ's Qubitekk acquisition; Revolutionizing grid security. πŸ‘½ With the deep tech era unfolding there will be a dramatic increase in the need for power. AI training and inference robotics EVs and many other techs will require exponentially more power as they get widely adopted over time. The stability of the grid will become more crucial than ever and will face significant geopolitical pressures and cyber-attacks. By buying out Qubitekk $IONQ will offers proven SOTA quantum networking solutions including quantum protected"
X Link 2024-11-12T16:07Z [---] followers, [----] engagements

"I'm no soothsayer but this situation doesn't look healthy to me. $QUBT $IONQ"
X Link 2024-11-13T20:37Z [---] followers, [----] engagements

"Investing Quantum $IONQ $NVDA $IONQ has partnered with $NVDA to utilize the CUDA-Q platform alongside IonQ's Forte. πŸ‘½ Why is this huge Because they seamlessly coordinated QPUs and GPUs in a single user-friendly hybrid workflow. Lets explore further: Im obviously very glad to see the partnership between two of my largest holdings deepen The key point for me regarding this partnership is that it positions both IonQ and NVIDIA as pioneers in enabling broader accessibility to quantum applications making the transition to quantum development significantly smoother. This collaboration has led to"
X Link 2024-11-19T17:28Z [---] followers, 10.6K engagements

"Investing Quantum $IONQ IonQ has launched its groundbreaking Quantum Operating System (named 'IonQ Quantum OS') and Hybrid Services suite significantly advancing the capabilities of quantum computing for enterprise applications by addressing both technological and operational challenges. The Hybrid suite is the one we talked about in my last $IONQ x $NVDA post. IonQ Quantum OS is a reengineered iteration of their original operating system enhancing modular scalability to accommodate IonQs evolving quantum ecosystem. The modular and scalable nature of the Quantum OS positions IonQ as a"
X Link 2024-12-03T17:02Z [---] followers, [----] engagements

"Investing Quantum $IONQ Peter Chapman: 'To simulate what our next generation chip is doing you would need something like two and a half billion GPUs'. Allocating even a tiny fraction of one's very long-term portfolio in $IONQ is and always have been a no-brainer"
X Link 2024-12-18T18:12Z [---] followers, [----] engagements

"Investing Quantum $IONQ $NVDA Yesterday was a demonstration of why you should never buy into the hype. πŸ‘½ A single statement from Jensen Huang saying that commercial quantum computing is [--] years away was enough to wipe out $8 billion in the market capitalization of quantum computing companies with $IONQ being down roughly 40% on the day. First let me start by saying that the term 'quantum' in his statement is far too generic. While Jensen may be correct in the context of large-scale fault-tolerant universal quantum computers capable of outperforming classical systems across a wide range of"
X Link 2025-01-09T16:57Z [---] followers, [----] engagements

"Investing Quantum $IONQ I came across the drama surrounding people selling their $IONQ positions. Here are my humble thoughts on the matter: First of all I couldn't care less what others are doing honestly. I mean it has zero impact on my investing strategy. Everyone is in a different situation with varying levels of information different risk management strategies (if any) and differing abilities to manage their emotions in the markets. That being said I believe were currently overbought and overhyped. However Im no soothsayerI dont know whether the stock will go up or down in the short term"
X Link 2024-11-22T18:59Z [---] followers, [----] engagements

"@beffjezos Future has been deleted it seems πŸ˜…"
X Link 2024-09-15T07:10Z [---] followers, [---] engagements

"@TylerDurden Mess with SHA-256/ECC You the $btc expert respecfully curious to know where you stand regarding quantum proof. I can't get my hands on serious dd about how core dev team is handling the threat"
X Link 2024-09-16T11:27Z [---] followers, [---] engagements

"@avgvalueinvest Same path When 64aq is live it won't take 20years for ionq to take off. Both represent heavy allocations in my pf for disclosure. Never sold a share never will ever. πŸ‘½"
X Link 2024-09-16T12:09Z [---] followers, [---] engagements

"@Year2Quantum @cryptoquick I don't understand the behavior of some ppl in their community. Denial is detrimental for your investments. I'll always accept to be proven wrong and adapt my decision making with the current data/facts. Anyway let spread the good words: Quantum is coming βš›"
X Link 2024-09-17T19:07Z [---] followers, [--] engagements

"$IONQ' : πŸ‘½ s : IonQ has not only exceeded its revenue expectations with $11.4 million for the last quarter but has also achieved a groundbreaking 99.9% fidelity in two-qubit gates using barium qubits. This is a significant step towards practical quantum computing reducing the need for extensive error correction. : IonQ's contract with ARLIS for designing quantum networking node systems highlights the growing trust in quantum technology for secure communications. This $5.7 million initial contract could expand significantly showcasing IonQ's pivotal role in national security"
X Link 2024-09-18T14:09Z [---] followers, [---] engagements

"$IONQ - . πŸ‘½"
X Link 2024-09-22T19:22Z [---] followers, [----] engagements

"@deepresearch855 Breakthroughs are shaping this landscape 🀝. Look at Quantinuum's strides in NLP for instance. Imagine having heavy workflows running with low energy needs it would be game changer for a lot of companies. $IONQ"
X Link 2024-09-23T07:08Z [---] followers, [---] engagements

"@Freeder @skdh @IonQ_Inc Nice response enjoyed reading it. People placing all quantum companies in the same basket did not bother to carry out [--] minutes of proper due diligence; Why should we even listen then"
X Link 2024-09-24T15:29Z [---] followers, [---] engagements

": I'd be fine with $IONQ dipping more from there. We are talking and ; The cheaper it gets the more I load up"
X Link 2024-09-25T16:11Z [---] followers, [---] engagements

"@FiddleyF The risk reward opportunity is too favourable not to allocate More people will realize that soon. $IONQ"
X Link 2024-09-27T15:45Z [---] followers, [---] engagements

"Not kidding I couldn't sleep properly if I were to be short $IONQ right now"
X Link 2024-09-27T16:54Z [---] followers, [---] engagements

"@StoneBerryusd Some doubted the management when Monroe and Kim returned back to academia. $IONQ Team is based"
X Link 2024-09-28T16:28Z [---] followers, [---] engagements

"I bought some more $IONQ at open for @StoneBerryusd to switch to Stone Barium. Bad timing it dipped 5% just after that; Who cares when you plan on holding with infinite time horizon"
X Link 2024-09-30T14:06Z [---] followers, [---] engagements

"Investing Quantum $IONQ A curated list of [--] important quantum terminologies and definitions. πŸ‘½ πŸ‘‰ Bookmark for later use or search for 'quantum terminologies from:@valentin_ozl_' in X's search bar. I chose the sequence of definitions to facilitate a seamless progression of understanding. The list is quite tailored for $IONQ. I'll update it along the way. Let's dive: Quantum mechanics: 'Quantum mechanics is the branch of physics that describes the physical properties of the smallest and most fundamental building blocks of nature: atoms and subatomic particles. The unique rules of quantum"
X Link 2024-09-30T16:27Z [---] followers, [----] engagements

"@TooSimple2 Great move 🀝 There is no cap for now tho potential is infinite. $IONQ"
X Link 2024-10-02T16:56Z [---] followers, [---] engagements

"Investing Quantum Energy $IONQ ION TRAP QUANTUM ARCHITECTURE WILL PLAY A CRUCIAL ROLE IN NEXT-GEN AI MODELS. πŸ‘½ We have never been as close to achieving ASI/AGI as we are now. Although the transformer architecture (currently used in building current LLMs) might not be the 'end game' AI development is clearly bottlenecked by compute and energy needs. Elon Musk has invested significantly in creating the largest AI computing cluster for xAI (and another one for $TSLA) $MSFT has backed Helion (a fusion startup) and recently announced plans to restart Three Mile Island (an old US nuclear facility)"
X Link 2024-10-03T14:01Z [---] followers, [----] engagements

"Chapman: Were consistently making significant headway on our technical roadmap and customers across academia and business recognize the unique value IonQs systems bring as we near the point of commercial quantum advantage. QUANTUM ADVANTAGE. $IONQ IonQ achieves its latest technical photonic interconnect milestone remote ion-ion entanglement as it moves towards scaling quantum systems and developing future quantum networks. Read more about the significance of todays achievement here: https://t.co/JyAZVzf8jZ https://t.co/4qxmpb4Yco IonQ achieves its latest technical photonic interconnect"
X Link 2024-10-03T21:09Z [---] followers, [---] engagements

"@dannycheng2022 Just to add; she also sold out her whole $PLTR position (spread over each single ETF) before buying it back after it doubled"
X Link 2024-10-04T09:25Z [---] followers, [---] engagements

"Investing Quantum $IONQ Remote ion-ion entanglement: a tremendously important step toward scaling compute. πŸ‘½ IonQ's roadmap includes the development of photonic interconnects essentially enabling quantum communication links for efficient quantum networking. Indeed the strategy is to scale the most qubits on a single ion trap and then to network qubits from several traps together. The company announced the successful remote entanglement of two qubits from separate trap wells by the R&D team. The new developed system which collects photons from two trap wells and routes them towards a single"
X Link 2024-10-04T17:02Z [---] followers, [---] engagements

"Just imagine how much visibility $RKLB would get if we were to find fossilized micro-organisms in those samples This information would immediately become mainstream and $RKLB would be in everyone's mouth. What an amazing time to be alive (AND TO INVEST) We want to get Mars rocks into the hands of scientists sooner and cost-effectively 🀝 Weve been selected by @NASA to complete a study into retrieving samples from the Martian surface and bringing them to Earth for the first time as part of the Mars Sample Return Program. Learn https://t.co/Gg10gra2N2 We want to get Mars rocks into the hands of"
X Link 2024-10-07T10:55Z [---] followers, [---] engagements

"Investing Quantum $IONQ You gotta love how IonQ titled this short introductory video 3y ago: 'IonQ Limitless' Quantum mechanics dictates the interactions of matter and energy at the smallest scales forming the foundation for how atoms and molecules operate. QC's ability leverage this foundation to process an exponential amount of possibilities is genuinely LIMITLESS. $IONQ"
X Link 2024-10-10T16:11Z [---] followers, [----] engagements

"@munster_gene Appreciate the thoughts. 🀝 This event focused on robotics. We'll see what $TSLA want to do with the cheaper model but we should see long term; and long term is autonomy. 🦾"
X Link 2024-10-11T12:53Z [---] followers, [---] engagements

"@IterIntellectus No way he doesn't even know alphafold"
X Link 2024-10-11T18:08Z [---] followers, [----] engagements

"@HDPbilly @IterIntellectus Yea but as a professor it's actually your job to read the litterature. He must have read at least one paper citing the white paper. Or perhaps the PhD studs and Post docs are doing the job πŸ˜‰"
X Link 2024-10-11T18:29Z [---] followers, [----] engagements

"@andrewmccalip FIRST ATTEMPT. This is insane"
X Link 2024-10-13T12:41Z [---] followers, [---] engagements

"@genejchan Medium term yes. Short term we'll still rely on GPUs. It's still not straightforward to translate classical architectures to quantum/hybrid algos. I'm significantly long $IONQ"
X Link 2024-10-14T11:10Z [---] followers, [---] engagements

"Investing Quantum $IONQ I'm sorry to be the one who has to do it but this article is BS. I'm not going to be liked I'll perhaps even get hated for saying this but do you prefer truth/value and maximizing your investment potential or getting hyped up on some BS I'll lose followers but whatever personally I'm all about value. $IONQ It seems a portion of the $IONQ community including some 'OGs' might not even be questioning it and are buying into every single piece of hype thrown at them. Error is Human it's normal. But it's always good to verify information especially when you provide it to"
X Link 2024-10-14T12:34Z [---] followers, [----] engagements

"@HookwayZachary You do you 🀝. $IONQ could go 20b market cap after aq64 release and I still wouldn't sell nothing"
X Link 2024-10-16T17:28Z [---] followers, [---] engagements

"@StockSavvyShay It's already huge but $IONQ is more than that. Quantum simulations will revolutionize so much sectors. The company's execution has been flawless since de-spac and is on track to deliver on commercial quantum advantage. I'll never sell this one"
X Link 2024-10-16T19:39Z [---] followers, [----] engagements

"Investing Quantum $IONQ Short interest is at 21.5% and $IONQ is flying. πŸ‘½ Are we going to witness a brutal short squeeze If it were to happen FOMO will be insane especially after potential announcements regarding commercial applications. What are your thoughts"
X Link 2024-10-17T14:23Z [---] followers, [----] engagements

"Investing Quantum $IONQ Here is a summary of $IONQ's CEO Peter Chapman's latest interview with EverydayAI. πŸ‘½ Key points: Chapman's approach to riding the AI wave without overly hyping the stock is commendable. As always I found him to be genuine and very likable. He essentially confirmed our classical AI workflows won't transition to quantum/hybrid systems by next month contrary to what some might hope. However in due time it will represent a groundbreaking revolution in both computing capabilities and energy requirements. Long term AI could inherently be quantum similarly to biological"
X Link 2024-10-17T17:07Z [---] followers, [---] engagements

"@Freeder It's good risk management to allocate and hold $IONQ for at least [--] years. Worst case it goes to 0; meh case it gets bought out; medium case you get a 10-20x return; best case the sky's the limit especially in the deep tech era"
X Link 2024-10-17T19:28Z [---] followers, [---] engagements

"Investing Quantum $IONQ With $IONQ flying even higher today along with other high-potential small caps I'm curious about where things are headed post-elections. Core CPI/PPI are back on the rise as feds start cutting rates and macros are quite uncertain. I expect violent volatily going forward. At what price do you think people will start taking profits Are you personally planning to trim or sell your position I'll never sell"
X Link 2024-10-18T14:51Z [---] followers, [----] engagements

"This is 100% going to happen with $IONQ. Mark my words ppl are going to regret selling too early. Think long term. A paradigm shift is unfolding. Potential is truly infinite. I know so many people who 'could have been' millionaires if they 'had only not sold.' (fill in $NFL $TSLA $AMZN $NVDA $AAPL.) There is a massive lesson there I know so many people who 'could have been' millionaires if they 'had only not sold.' (fill in $NFL $TSLA $AMZN $NVDA $AAPL.) There is a massive lesson there"
X Link 2024-10-18T14:59Z [---] followers, [----] engagements

"@VisuallyCorrect I'm significantly in $IONQ. Will check the other one sir 🀝"
X Link 2024-10-18T19:43Z [---] followers, [---] engagements

"Investing Quantum $IONQ $IONQ has amazed everybody with their quantum computing developments. Just wait until the world fully grasps their leap into quantum networking"
X Link 2024-10-20T16:37Z [---] followers, [----] engagements

"Investing Quantum $IONQ Algorithmic Qubits (AQ): Quantum benchmarking what matters most real-world performance πŸ‘½ #AQ is an application based benchmark encompassing performance of a system across [--] quantum algorithm classes relevant for near term quantum applications (I'll write about applications later stay tuned). In simple words AQ is a summary metric that consider the number of 'useful' qubits in a quantum system. In a concise yet comprehensive definition quantum circuits running the algorithms are evaluated based on their success probability the number of qubits (width) and the number of"
X Link 2024-10-21T16:39Z [---] followers, [----] engagements

"Investing Quantum $IONQ SUMMURY WEBINAR - IonQ Technology & Performance Updates: Milestones on the Path to Commercial Advantage πŸ‘½ Peter Chapman (President and CEO) Dean Kassmann (SVP Engineering and technology) and Margaret Arakawa (Chief Marketing Officer) talked about $IONQ milestones and future commercial advantage. Here is the recap of the webinar: $IONQ has made significant strides showcasing its technology's potential in addressing a $20 billion chemistry issue through advanced algorithms earlier than anticipated. The company has tapped into QC's ability to revolutionize drug discovery"
X Link 2024-10-23T18:18Z [---] followers, [---] engagements

"Investing Quantum $IONQ During the last earnings call Chapman announced an exciting partnership with QuantumBasel including the deployment of two systems (35AQ and later 64AQ). πŸ‘½ This move by $IONQ to deploy these systems in Switzerland will enable them to cater effectively to the European market spanning from governmental bodies to early-adopter firms and various research institutes. The collaboration will create a hub for QC development which includes training sessions workshops and fostering a community around quantum technologies. The most significant aspect of this collaboration is the"
X Link 2024-10-24T16:49Z [---] followers, [----] engagements

"@Masi366531 The only correct move is to hold this indefinitely regardless of how much you're up on the position 🀝"
X Link 2024-10-26T07:14Z [---] followers, [---] engagements

"@alc2022 My $PLTR average is roughly 8$. But those who truly have vision are the ones who'll hold this long term. 🀝"
X Link 2024-10-26T11:46Z [---] followers, [---] engagements

"@deepresearch855 My man spreading fud to buy shares at cheaper prices πŸ˜‚πŸ€"
X Link 2024-10-28T16:55Z [---] followers, [----] engagements

"Investing Quantum $IONQ The risk/reward of DCAing into $IONQ for the next few years is just INSANELY favorable"
X Link 2024-10-30T16:54Z [---] followers, [----] engagements

"Investing Quantum $IONQ Now that the hype seemingly begins to settle I thought it might be a good timing to share a gentle reminder. πŸ‘½ 'We are thrilled to be at a major inflection point for the company and the industry. No other publicly traded pure-play quantum computing company has nearly doubled revenue each year since going public nor have they approached the $100M bookings mark so quickly' per Chapman. Achieving quantum advantage in real-world applications and accelerating revenue growth are what truly matter. We are on track to double our revenues once again this year which is huge."
X Link 2024-10-31T17:42Z [---] followers, [----] engagements

"@cinecrew Nice catch sir very very very appreciated. 🀝I was monitoring since a month or so; I'm happy to see it online. LET'S GO $IONQ"
X Link 2024-11-05T17:16Z [---] followers, [---] engagements

"Investing Quantum $IONQ Looking forward to dissecting the upcoming $IONQ earnings calls. I'm particularly eager to gain insights on two major aspects: Strides made towards AQ64 Real-world applications I'll post a comprehensive write-up tomorrow morning for the $IONQ fam. 🀝"
X Link 2024-11-06T16:38Z [---] followers, [----] engagements

"Investing Quantum $IONQ MASTER $IONQ EARNINGS POST. πŸ‘½ I'll dissect the presentation slides and provide more insights in upcoming posts; Stay stunned $IONQ fam The post is divided in [--] sections: Chapman's quantum thesis Financials Partnerships/acquisitions The very good The meh I'll start the post with my favorite quote of the call by Chapman: 'The developments of this quarter are nothing short of groundbreaking and position $IONQ to be the preeminent player in the quantum industry in the near term and for many years to come.' CHAPMAN's QUANTUM THESIS: BUILD THE WORLD's BEST QC TO SOLVE THE"
X Link 2024-11-07T13:17Z [---] followers, [----] engagements

"Investing Quantum $IONQ Congrats to the $IONQ fam on winning today. Well deserved The true diamond holders know that this is nothing yet tho. That being said I think the market will have a very hard time pricing the potential of the company in the short term relative to the FOMO/hype and the time it will take to achieve quantum advantage on real-world appications. Hence I expect severe volatility especially if macroeconomic conditions were to worsen in the near future. What are your thoughts I don't like the hype and FOMO around the company; it leads me to overthink too much. Nonetheless a"
X Link 2024-11-07T17:47Z [---] followers, [----] engagements

"@IterIntellectus He simply checked polymarket I guess But what is wild is that he just left afterwards πŸ˜‚"
X Link 2024-11-09T12:59Z [---] followers, [---] engagements

"@IterIntellectus Fun fact: At the beginning of the pandemic (and of my phd) I got in contact with infected ppl but I didn't test positive. I went back to the lab and wasn't even allowed to test my own antibodies against various spike proteins"
X Link 2024-11-09T14:00Z [---] followers, [---] engagements

"@mvcinvesting This is not my type of investment otherwise I'd have started my dd just from seeing this. Amazing to see from a CEO"
X Link 2024-11-11T19:22Z [---] followers, [---] engagements

"Appreciate your thoughts as always sir. 🀝 Quantinuum's last round has been closed at 5b valuation (last January); I don't expect them to get listed at 10b without any breakthrough unveiled. Imo Quantinuum should have an higher valuation than $IONQ considering they're fully backed. https://www.quantinuum.com/press-releases/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation https://www.quantinuum.com/press-releases/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation"
X Link 2024-11-13T18:00Z [---] followers, [---] engagements

"@deepresearch855 $IONQ diamond hands 20y from now 🀝"
X Link 2024-11-14T16:45Z [---] followers, [---] engagements

"Investing Quantum $IONQ Qubitekk now owned by $IONQ has famously deployed the very first commercially available quantum network in the U.S. πŸ‘½ Here is what you want to know about it: In [----] Qubitekk and Chattanooga-based EPB teamed up to explore how Qubitekks quantum security products could enhance the protection of the nation's smart grid against cyber-attacks. This collaboration led to the launch of the first commercially available quantum network in the US powered by Qubitekk. EPB Quantum Network is a quantum-as-a-service (QaaS) offering that provides private companies US government and"
X Link 2024-11-14T17:05Z [---] followers, [----] engagements

"Yesterday I got married to my best friend the most incredible person I know in every way and the hottest woman I've ever met. Yesterday my portfolio also reached new all-time highs catalyzed by my top multibaggers leading the charge $IONQ $PLTR $NVDA $RKLB I'm a very humble man so really I can't ask for much more. I feel fulfilled. I hope you all are doing great too. Wishing everyone an amazing day and a fantastic weekend ahead"
X Link 2024-11-16T16:16Z [---] followers, 11.1K engagements

"Investing Quantum $IONQ You hear it here right now and I swear you'll hear it here again as a reminder when everyone ditches the stock during the next correction: $IONQ is building an evolving end-to-end quantum platform company poised to revolutionize computing as we know it. Best-in-class quantum hardware leveraging ion-trap architecture with both cloud access and local system versatility. World-class quantum networking capabilities. Ramping hardware manufacturing capabilities. Best-in-class quantum and hybrid software solutions. Advancing real-world application engineering platform with"
X Link 2024-11-25T17:42Z [---] followers, [----] engagements

"Investing Quantum $IONQ $IONQ is built different. πŸ‘½ With the acquisition of Qubitekks [---] patents IonQ will have a total of over [---] U.S. and international issued and pending patents which is absolutely mind-blowing considering their world-class science and verticals depth. Their substantial IP protection covers all aspects of commercial quantum advantage such as performance scale and enterprise-grade capabilities; It's a meaningful testament of their leader position in quantum computing and networking. The following recently announced patents introduce innovative capabilities improving"
X Link 2024-12-06T18:08Z [---] followers, [----] engagements

"Investing Quantum $IONQ We're approaching quantum advantage. πŸ‘½ FIRST STEP: Chapman: 'At AQ35 we expect the first system we deliver to QuantumBasel to be on the verge of exceeding the capabilities of quantum simulators on classical computers'. SECOND STEP: Chapman: 'With AQ64 we believe even the best supercomputers will no longer be able to compete using full quantum simulation. We expect many applications to attain quantum advantage at this scale ushering in a new era in computing. This is the system that organizations have been waiting for and were glad to have QuantumBasel join us on this"
X Link 2024-12-09T17:20Z [---] followers, [----] engagements

"Investing Quantum $IONQ IONQ's VISON FOR SCALABLE QUANTUM NETWORKING. πŸ‘½ IonQ's scaling strategy is based on several key principles inherent to trapped ion systems. Initially the strategy leverages the natural high fidelity of trapped ions which are fundamentally identical atoms thus avoiding manufacturing variability and allowing for precise engineering at a potentially massive scale. This precision facilitates the creation of long-chain operations within a single quantum core. However recognizing the limitations of scaling within a single core IonQ's approach includes transitioning to a"
X Link 2024-12-26T17:06Z [---] followers, [----] engagements

"It's been roughly 3years since I started following $IONQ closely and been invested. As an ghost I've never witnessed THAT much interest for the stock on the platform as for now. Trying to draw conclusions here. πŸ‘½"
X Link 2024-09-13T18:41Z [---] followers, [---] engagements

"@boztank You earned my respect sir. 🀝"
X Link 2024-10-03T16:00Z [---] followers, [--] engagements

"Investing Quantum $IONQ $SDGR AN $IONQ / $SDGR PARTNERSHIP WOULD BE IDEAL FOR MAKING THE PREVIOUSLY IMPOSSIBLE POSSIBLE. πŸ‘½ @StoneBerryusd aka sir Barium recently asked about an ideal partner for $IONQ; for me it's $SDGR. Schrdinger ($SDGR) is a pioneering company specializing in computational chemistry and molecular simulations to advance drug discovery and materials science. The company leverages its physics-based computational platform to enable the design of novel molecules significantly reducing the time and cost associated with bringing new drugs and materials to market. Schrdinger's"
X Link 2024-10-09T20:18Z [---] followers, [---] engagements

"DO YOU FEEL THE ACCELERATION TRULY INSANE. WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK https://t.co/rnzeLNgs8h WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK WHAT THE FUCK https://t.co/rnzeLNgs8h"
X Link 2024-10-13T12:34Z [---] followers, [---] engagements

"Investing Quantum $IONQ Qubitekk; The last $IONQ acquisition announced during Q3 earnings call. πŸ‘½ Before posting about how the acquisition will benefit IonQ's operations (stay tunned) let's first explore what Qubitekk has been doing since their founding in [----]. First of all Qubitekk is a trusted company; its list of partners/clients is impressive with the likes of Verizon US Department of Defense US Department of Energy NASA US air force. Now what is Qubitekk actually doing As new quantum devices emerge a network capable of interconnecting these systems will be critical. This is what"
X Link 2024-11-10T15:44Z [---] followers, [----] engagements

"Investing Quantum $IONQ The rumors around IonQ's potential buyout have been around for [--] years already; here's my quick take on the matter. πŸ‘½ I believe leadership and shareholders are well aware of the infinite value that $IONQ is poised to deliver. The fact that they're currently ramping up manufacturing capabilities is imo a significant testament of the company's long term vision. I always think in decades. To me it would thus be a shame to accept a buyout and give up on the promise of disrupting the computing world advancing quantum simulations and leading in quantum networking for some"
X Link 2024-12-10T16:51Z [---] followers, [----] engagements

"Investing Quantum $IONQ$ANSS IonQ x Ansys.πŸ‘½ The$IONQx$ANSSpartnership is a one-two punch. Both companies stand to gain creating a synergy that promises to accelerate innovation. Let's first have a look at what the Computer-Aided Engineering (CAE) market is and what Ansys actually does. The CAE industry is a 10b market that involves using software to aid in engineering tasks like simulation analysis and optimization of products or processes before they are physically manufactured. Ansys is a company at the hearth of the CAE industry. They develop and market engineering simulation software"
X Link 2024-12-15T20:03Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ValienVision
/creator/twitter::ValienVision