[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @genejchan Gene Gene posts on X about $ionq, business, $qbts, spacex the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::247147865/interactions)  - X Week XXXXXX +11% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +68% - X Year XXXXXXXXX +1,755% ### Mentions: XX [#](/creator/twitter::247147865/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXXXX +110% - X Year XXXXX +1,053% ### Followers: XXXXX [#](/creator/twitter::247147865/followers)  - X Week XXXXX +0.69% - X Month XXXXX +4.30% - X Months XXXXX +89% - X Year XXXXX +506% ### CreatorRank: XXXXXXX [#](/creator/twitter::247147865/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$ionq](/topic/$ionq) #18, [business](/topic/business) 4.95%, [$qbts](/topic/$qbts) #4, [spacex](/topic/spacex) #153, [qbts](/topic/qbts) #4, [$sats](/topic/$sats) #5, [$tsla](/topic/$tsla) #632, [$rgti](/topic/$rgti) #61, [ark](/topic/ark) #691, [elon musk](/topic/elon-musk) #2528 **Top accounts mentioned or mentioned by** [@bullmeechum3](/creator/undefined) [@jrouldz](/creator/undefined) [@commonsenseplay](/creator/undefined) [@kingsh1tttt](/creator/undefined) [@bobbyvince69](/creator/undefined) [@catstates](/creator/undefined) [@c33k732](/creator/undefined) [@xyzdkfe](/creator/undefined) [@spvlabs](/creator/undefined) [@acceler8future](/creator/undefined) [@cat_states](/creator/undefined) [@shawnkwon11](/creator/undefined) [@kvothe2020plz](/creator/undefined) [@markhubbard33](/creator/undefined) [@d27357](/creator/undefined) [@russel1441065](/creator/undefined) [@sensei0701](/creator/undefined) [@starruccafalls](/creator/undefined) [@alanbaratz](/creator/undefined) [@dbottomsandco](/creator/undefined) **Top assets mentioned** [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [SATS (Ordinals) (SATS)](/topic/$sats) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [IBM (IBM)](/topic/ibm) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [USDC (USDC)](/topic/usdc) ### Top Social Posts Top posts by engagements in the last XX hours "I tried bidding for SpaceX shares on services such as Hiive & NPM without success My open bid of $40k @ $XXX is the highest on NPM - yet it sits unfilled along with a couple dozen other bidders So I decided to open a position in $SATS (EchoStar) as a proxy Here's the DD 🧵👇" [X Link](https://x.com/genejchan/status/1998037999007969746) 2025-12-08T14:32Z 3500 followers, 2142 engagements "In summary a purchase of $SATS today even if we assign a valuation of X to the rest of their business effectively gives investors a stake in SpaceX at the low end of its current valuation range - an offer that is otherwise not available to regular investors without connections to insiders or a small circle of SpaceX investors and affiliates A piece of SpaceX in turn represents an opportunity to participate in the near-term catalyst of IPO by late-2026 (estimated at $1T valuation) and a potential 5-bagger by 2030" [X Link](https://x.com/genejchan/status/1998039000821698777) 2025-12-08T14:36Z 3500 followers, XXX engagements "Few more insights from $IONQ earnings: - Revenue from acquired companies in 2024 Q3 was about (2024 Q3 Pro Forma)-(2024 Q3 Actual) = 30.724M-12.400M = 18.324M. Even if we assume this component grew in 2025 Q3 to 20M the remaining ORGANIC revenue was 39.866M-20M=19.866M which is a XX% GROWTH from 2024 Q3 actual - In addition close to $60M/year run-rate from interest on cash which was not counted in the revenue number but still MASSIVELY material provides IonQ with a significant additional cashflow stream and should go up further because the latest $2B offering only happened on Oct 10th - $882M" [X Link](https://x.com/genejchan/status/1986417689980780726) 2025-11-06T12:57Z 3492 followers, 16.4K engagements "Those who think $IONQ does not have enough resource to compete against the "big boys" are either financially illterate or fail to understand the enormity of IonQ's $3.5B net cash position. For comparison: $IBM has close to -90B (negative) net cash after accounting for debt. $HON (Honeywell) also has negative net cash of -32B. So no it's not a given that they can just simply out-spend IonQ at will. That's just another false narrative that shorts have been trying to dish out" [X Link](https://x.com/genejchan/status/1995515456212582653) 2025-12-01T15:28Z 3492 followers, 3948 engagements "Michael Burry's take on $TSLA reminds me of the same idiotic take $IONQ bears had on warrants😂 The "dilution" from Elon Musk's pay package doesn't happen unless he 2-7x Tesla's valuation The dilution from IonQ's warrants doesn't happen unless its price reaches $100+" [X Link](https://x.com/genejchan/status/1995532038045401545) 2025-12-01T16:34Z 3496 followers, 2874 engagements "Hyundai is going to be a licensee of $TSLA FSD - mark my words" [X Link](https://x.com/genejchan/status/1996591068540707051) 2025-12-04T14:43Z 3496 followers, 1540 engagements "Catch-up day for $IONQ" [X Link](https://x.com/genejchan/status/1996602453006135551) 2025-12-04T15:28Z 3493 followers, 1320 engagements "Who would've thought the thing that wiped out Shrek's account was not some quantum shorts but a short within his field of competence that blew up. Initial thoughts: (1) The most ironic outcome is the most likely. (2) Let this be a lesson on the danger of shortselling. (3) So no more quantum shorting and bashing from Shrek Is this the end of an era Not with a bang but a whimper" [X Link](https://x.com/genejchan/status/1996649206686314542) 2025-12-04T18:34Z 3493 followers, 12.4K engagements "@Cat_States Do you not see those little green arrows going into FigureAI and other small startups You can twist it all you want - the economic substance of these transactions are similar to IonQ's if not exactly the same" [X Link](https://x.com/genejchan/status/1997187732775621034) 2025-12-06T06:13Z 3492 followers, XXX engagements "As part of $SATS's spectrum sales they will receive $11B worth of SpaceX stock based on $400B valuation as of dealing date or $16.5B to $22B worth of stock based on SpaceX's updated valuation range of $600B to $800B In addition EchoStar will receive approximately $31B cash from SpaceX and AT&T as part of the sales which is estimated to give them a net cash position of $8.5B" [X Link](https://x.com/genejchan/status/1998038678455689691) 2025-12-08T14:35Z 3500 followers, XXX engagements "$SATS's market cap is $23.5B at the time of writing. Adjusting it by the $8.5B expected net cash and assigning a value of X to their entire business leaves a valuation of $15B to be assigned to their SpaceX stake" [X Link](https://x.com/genejchan/status/1998038815819358662) 2025-12-08T14:35Z 3500 followers, XXX engagements "This is huge In addition to AT&T Anduril will also be speaking at D-Wave's conference Momentum is building for $QBTS" [X Link](https://x.com/genejchan/status/1998242926414176491) 2025-12-09T04:06Z 3500 followers, 2007 engagements "@Cat_States Are there really $RGTI bulls on here" [X Link](https://x.com/genejchan/status/1995423062213501438) 2025-12-01T09:21Z 3496 followers, XXX engagements "$QBTS (D-Wave) forming a government business unit similar to $IONQ Federal Will they get traction" [X Link](https://x.com/genejchan/status/1995880594212094280) 2025-12-02T15:39Z 3496 followers, 2602 engagements "Sorry for the flip-flop guys - but I got back into $QBTS (at about half the size of my previous position and similar to my $CCCX sizing paid for by shorting a bit more $RGTI). It was nice for D-Wave's CEO to reach out and respond to me but that wasn't what changed my mind as he didn't respond to my questions about revenue. But we did get a glimpse of an expanded customer base from their newly posted agenda for the Qubit 2026 event: Of note is AT&T as a customer speaker. First DoCoMo now AT&T - we may have some real telco use cases here. There are also a couple placeholders for yet unnamed" [X Link](https://x.com/genejchan/status/1996238044392051142) 2025-12-03T15:20Z 3496 followers, 10.8K engagements "@kingsh1tttt They did say there's an outsized backlog during Q3. And I forgot to mention the government division that was created to focus on federal contracts. All positive signs Where did you hear about their next acquisition" [X Link](https://x.com/genejchan/status/1996239246592758250) 2025-12-03T15:24Z 3496 followers, XXX engagements "Market is trading right around flat $IONQ $QBTS $CCCX are up massive Quantum shorts are unusually quiet All is right in the world again" [X Link](https://x.com/genejchan/status/1996615728460681461) 2025-12-04T16:20Z 3496 followers, 3716 engagements "@MarkHubbard33 Martin's account blew up I guess so did a lot of his followers who followed his trades" [X Link](https://x.com/genejchan/status/1996649967688282308) 2025-12-04T18:37Z 3496 followers, XX engagements "A new paper from $IONQ's Chris Monroe just dropped This one is on QML (quantum machine learning) which once again shows that it is better at generalizing (more "intuitive" like a human brain). More importantly this can be extended to process what I called raw "quantum-native" data coming from full stack quantum systems with sensors and networking. I've been hinting towards this development in the past. The final form of AI consciousness will be quantum eyes and ears feeding data into a quantum brain. This paragraph in particular is 🔥: "Beyond improving the classification of binary images our" [X Link](https://x.com/genejchan/status/1996921245057564944) 2025-12-05T12:35Z 3496 followers, 11.4K engagements "@acceler8future $SATS is perking up since Elon started talking about space-based data centers I don't want it to go up to quick as I'm still trying to build a bigger position 😅" [X Link](https://x.com/genejchan/status/1998043656507507069) 2025-12-08T14:55Z 3496 followers, XX engagements "Forbes highlights X tech trends that will shape enterprise in 2026 At #4 is quantum computing: "There are two aspects to quantum computings relevance to enterprise in 2026: First there are the transformational opportunities it provides in sectors such as finance logistics and pharmaceutical research. Here its ability to solve complex calculations that could realistically never be solved by classical computers will lead to new efficiencies and breakthroughs. Secondly theres the issue of quantum readiness; with quantum posing a threat to encryption standards used to keep information and" [X Link](https://x.com/genejchan/status/1995759464490959231) 2025-12-02T07:38Z 3499 followers, 1605 engagements "I need some SpaceX shares so bad" [X Link](https://x.com/genejchan/status/1997729705496363459) 2025-12-07T18:07Z 3499 followers, 1420 engagements "ARK recently published a model valuing SpaceX at $1.7T to $3.1T by 2030 The model focused on SpaceX's Starlink launch business and their long-term goal of Mars colonization" [X Link](https://x.com/genejchan/status/1998038083330331074) 2025-12-08T14:32Z 3499 followers, XXX engagements "Elon Musk replied to ARK saying they missed a significant piece of the puzzle - AI data centers in space Given SpaceX's near monopoly in launch capabilities Starlink's satellite communication network it is uniquely positioned to dominate space compute" [X Link](https://x.com/genejchan/status/1998038240528650517) 2025-12-08T14:33Z 3499 followers, XXX engagements "I'd add a $1T to SpaceX's valuation from this missing space compute piece which is extremely conservative given Earth-based compute industry runs in 10s of trillions Adding this to the low-end of ARK's estimate of $1.7T to buffer against any overly optimistic assumptions from ARK gives a reasonable valuation of $2.7T by 2030" [X Link](https://x.com/genejchan/status/1998038499333984688) 2025-12-08T14:34Z 3500 followers, XXX engagements "The valuation of SpaceX today sits somewhere between $600B (implied by the unfilled bids sitting on NPM with per share prices in the 300s including mine) and $800B implied by the latest offering While Elon denied that the company is raising any money directly it appears this latest round is to provide liquidity for existing insiders and employees" [X Link](https://x.com/genejchan/status/1998038594217488503) 2025-12-08T14:34Z 3499 followers, XXX engagements "Their spectrum sales are still subject to FCC and DOJ approvals. Approvals are very likely forthcoming and Grok gave it a 85-90% probability Conservatively adjusting the valuation by the XX% probability of approvals coming through implies we are paying $17.65B for their stake which values SpaceX at approximately $640B or near the low-end of their current valuation range" [X Link](https://x.com/genejchan/status/1998038880185155708) 2025-12-08T14:36Z 3500 followers, XXX engagements "Wow you're just desperately grasping at straws now. XXXXX% result was published a month ago for all we know both research could've been going concurrently. And why would you test a decoder on the highest fidelity available Of course you give yourself some buffer because like you said it will work even better with better fidelity. Gate speed improved by OI but doesn't mean it's caught up to superconductors. I've always said ion traps more than makes up for gate speed with longer coherence time. Do you actually understand anything that's going on" [X Link](https://x.com/genejchan/status/1998295394380665193) 2025-12-09T07:35Z 3499 followers, XX engagements "$CRCL now trading below its IPO price - down in sympathy with BTC and other crypto (irrelevant) and due to rate cut (inconsequential compared to reserve growth). Meanwhile USDC circulation continues to grow rapidly and remains the world's largest regulated stablecoin. I'm using this opportunity to build up a position in the next 10-bagger" [X Link](https://x.com/genejchan/status/1993393730192318818) 2025-11-25T18:57Z 3500 followers, 1831 engagements "$IONQ just ain't gonna slow down are they Don't forget ex-CEO Chapman said quantum networking would be their first business line to turn cashflow positive and they've shown a lot of momentum towards that end. IonQ's continued delivery on earlier promises adds credibility to what they say today - which is to dominate quantum computing in years to come" [X Link](https://x.com/genejchan/status/1998004875188396206) 2025-12-08T12:20Z 3500 followers, 3832 engagements "@MarkHubbard33 I'm way bigger in $IONQ Just a smallish position in $QBTS partially funded by $RGTI short" [X Link](https://x.com/genejchan/status/1998271443512307783) 2025-12-09T06:00Z 3500 followers, XXX engagements "A new video from our friend @QuantumBullHQ is out He talks about $QBTS's upcoming conference and their government push and pulls apart a conversation that D-Wave CEO Alan Baratz had with a certain X user 😅" [X Link](https://x.com/genejchan/status/1998449348506685602) 2025-12-09T17:47Z 3500 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@genejchan Gene
Gene posts on X about $ionq, business, $qbts, spacex the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +11%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +68%
- X Year XXXXXXXXX +1,755%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +110%
- X Year XXXXX +1,053%
Followers: XXXXX #
- X Week XXXXX +0.69%
- X Month XXXXX +4.30%
- X Months XXXXX +89%
- X Year XXXXX +506%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% celebrities XXXX% automotive brands XXXX% technology brands XXXX%
Social topic influence $ionq #18, business 4.95%, $qbts #4, spacex #153, qbts #4, $sats #5, $tsla #632, $rgti #61, ark #691, elon musk #2528
Top accounts mentioned or mentioned by @bullmeechum3 @jrouldz @commonsenseplay @kingsh1tttt @bobbyvince69 @catstates @c33k732 @xyzdkfe @spvlabs @acceler8future @cat_states @shawnkwon11 @kvothe2020plz @markhubbard33 @d27357 @russel1441065 @sensei0701 @starruccafalls @alanbaratz @dbottomsandco
Top assets mentioned IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) SATS (Ordinals) (SATS) Tesla, Inc. (TSLA) Rigetti Computing, Inc. Common Stock (RGTI) IBM (IBM) Honeywell International Inc (HON) Heroes of NFT (HON) Circle Internet Group, Inc. (CRCL) USDC (USDC)
Top Social Posts
Top posts by engagements in the last XX hours
"I tried bidding for SpaceX shares on services such as Hiive & NPM without success My open bid of $40k @ $XXX is the highest on NPM - yet it sits unfilled along with a couple dozen other bidders So I decided to open a position in $SATS (EchoStar) as a proxy Here's the DD 🧵👇"
X Link 2025-12-08T14:32Z 3500 followers, 2142 engagements
"In summary a purchase of $SATS today even if we assign a valuation of X to the rest of their business effectively gives investors a stake in SpaceX at the low end of its current valuation range - an offer that is otherwise not available to regular investors without connections to insiders or a small circle of SpaceX investors and affiliates A piece of SpaceX in turn represents an opportunity to participate in the near-term catalyst of IPO by late-2026 (estimated at $1T valuation) and a potential 5-bagger by 2030"
X Link 2025-12-08T14:36Z 3500 followers, XXX engagements
"Few more insights from $IONQ earnings: - Revenue from acquired companies in 2024 Q3 was about (2024 Q3 Pro Forma)-(2024 Q3 Actual) = 30.724M-12.400M = 18.324M. Even if we assume this component grew in 2025 Q3 to 20M the remaining ORGANIC revenue was 39.866M-20M=19.866M which is a XX% GROWTH from 2024 Q3 actual - In addition close to $60M/year run-rate from interest on cash which was not counted in the revenue number but still MASSIVELY material provides IonQ with a significant additional cashflow stream and should go up further because the latest $2B offering only happened on Oct 10th - $882M"
X Link 2025-11-06T12:57Z 3492 followers, 16.4K engagements
"Those who think $IONQ does not have enough resource to compete against the "big boys" are either financially illterate or fail to understand the enormity of IonQ's $3.5B net cash position. For comparison: $IBM has close to -90B (negative) net cash after accounting for debt. $HON (Honeywell) also has negative net cash of -32B. So no it's not a given that they can just simply out-spend IonQ at will. That's just another false narrative that shorts have been trying to dish out"
X Link 2025-12-01T15:28Z 3492 followers, 3948 engagements
"Michael Burry's take on $TSLA reminds me of the same idiotic take $IONQ bears had on warrants😂 The "dilution" from Elon Musk's pay package doesn't happen unless he 2-7x Tesla's valuation The dilution from IonQ's warrants doesn't happen unless its price reaches $100+"
X Link 2025-12-01T16:34Z 3496 followers, 2874 engagements
"Hyundai is going to be a licensee of $TSLA FSD - mark my words"
X Link 2025-12-04T14:43Z 3496 followers, 1540 engagements
"Catch-up day for $IONQ"
X Link 2025-12-04T15:28Z 3493 followers, 1320 engagements
"Who would've thought the thing that wiped out Shrek's account was not some quantum shorts but a short within his field of competence that blew up. Initial thoughts: (1) The most ironic outcome is the most likely. (2) Let this be a lesson on the danger of shortselling. (3) So no more quantum shorting and bashing from Shrek Is this the end of an era Not with a bang but a whimper"
X Link 2025-12-04T18:34Z 3493 followers, 12.4K engagements
"@Cat_States Do you not see those little green arrows going into FigureAI and other small startups You can twist it all you want - the economic substance of these transactions are similar to IonQ's if not exactly the same"
X Link 2025-12-06T06:13Z 3492 followers, XXX engagements
"As part of $SATS's spectrum sales they will receive $11B worth of SpaceX stock based on $400B valuation as of dealing date or $16.5B to $22B worth of stock based on SpaceX's updated valuation range of $600B to $800B In addition EchoStar will receive approximately $31B cash from SpaceX and AT&T as part of the sales which is estimated to give them a net cash position of $8.5B"
X Link 2025-12-08T14:35Z 3500 followers, XXX engagements
"$SATS's market cap is $23.5B at the time of writing. Adjusting it by the $8.5B expected net cash and assigning a value of X to their entire business leaves a valuation of $15B to be assigned to their SpaceX stake"
X Link 2025-12-08T14:35Z 3500 followers, XXX engagements
"This is huge In addition to AT&T Anduril will also be speaking at D-Wave's conference Momentum is building for $QBTS"
X Link 2025-12-09T04:06Z 3500 followers, 2007 engagements
"@Cat_States Are there really $RGTI bulls on here"
X Link 2025-12-01T09:21Z 3496 followers, XXX engagements
"$QBTS (D-Wave) forming a government business unit similar to $IONQ Federal Will they get traction"
X Link 2025-12-02T15:39Z 3496 followers, 2602 engagements
"Sorry for the flip-flop guys - but I got back into $QBTS (at about half the size of my previous position and similar to my $CCCX sizing paid for by shorting a bit more $RGTI). It was nice for D-Wave's CEO to reach out and respond to me but that wasn't what changed my mind as he didn't respond to my questions about revenue. But we did get a glimpse of an expanded customer base from their newly posted agenda for the Qubit 2026 event: Of note is AT&T as a customer speaker. First DoCoMo now AT&T - we may have some real telco use cases here. There are also a couple placeholders for yet unnamed"
X Link 2025-12-03T15:20Z 3496 followers, 10.8K engagements
"@kingsh1tttt They did say there's an outsized backlog during Q3. And I forgot to mention the government division that was created to focus on federal contracts. All positive signs Where did you hear about their next acquisition"
X Link 2025-12-03T15:24Z 3496 followers, XXX engagements
"Market is trading right around flat $IONQ $QBTS $CCCX are up massive Quantum shorts are unusually quiet All is right in the world again"
X Link 2025-12-04T16:20Z 3496 followers, 3716 engagements
"@MarkHubbard33 Martin's account blew up I guess so did a lot of his followers who followed his trades"
X Link 2025-12-04T18:37Z 3496 followers, XX engagements
"A new paper from $IONQ's Chris Monroe just dropped This one is on QML (quantum machine learning) which once again shows that it is better at generalizing (more "intuitive" like a human brain). More importantly this can be extended to process what I called raw "quantum-native" data coming from full stack quantum systems with sensors and networking. I've been hinting towards this development in the past. The final form of AI consciousness will be quantum eyes and ears feeding data into a quantum brain. This paragraph in particular is 🔥: "Beyond improving the classification of binary images our"
X Link 2025-12-05T12:35Z 3496 followers, 11.4K engagements
"@acceler8future $SATS is perking up since Elon started talking about space-based data centers I don't want it to go up to quick as I'm still trying to build a bigger position 😅"
X Link 2025-12-08T14:55Z 3496 followers, XX engagements
"Forbes highlights X tech trends that will shape enterprise in 2026 At #4 is quantum computing: "There are two aspects to quantum computings relevance to enterprise in 2026: First there are the transformational opportunities it provides in sectors such as finance logistics and pharmaceutical research. Here its ability to solve complex calculations that could realistically never be solved by classical computers will lead to new efficiencies and breakthroughs. Secondly theres the issue of quantum readiness; with quantum posing a threat to encryption standards used to keep information and"
X Link 2025-12-02T07:38Z 3499 followers, 1605 engagements
"I need some SpaceX shares so bad"
X Link 2025-12-07T18:07Z 3499 followers, 1420 engagements
"ARK recently published a model valuing SpaceX at $1.7T to $3.1T by 2030 The model focused on SpaceX's Starlink launch business and their long-term goal of Mars colonization"
X Link 2025-12-08T14:32Z 3499 followers, XXX engagements
"Elon Musk replied to ARK saying they missed a significant piece of the puzzle - AI data centers in space Given SpaceX's near monopoly in launch capabilities Starlink's satellite communication network it is uniquely positioned to dominate space compute"
X Link 2025-12-08T14:33Z 3499 followers, XXX engagements
"I'd add a $1T to SpaceX's valuation from this missing space compute piece which is extremely conservative given Earth-based compute industry runs in 10s of trillions Adding this to the low-end of ARK's estimate of $1.7T to buffer against any overly optimistic assumptions from ARK gives a reasonable valuation of $2.7T by 2030"
X Link 2025-12-08T14:34Z 3500 followers, XXX engagements
"The valuation of SpaceX today sits somewhere between $600B (implied by the unfilled bids sitting on NPM with per share prices in the 300s including mine) and $800B implied by the latest offering While Elon denied that the company is raising any money directly it appears this latest round is to provide liquidity for existing insiders and employees"
X Link 2025-12-08T14:34Z 3499 followers, XXX engagements
"Their spectrum sales are still subject to FCC and DOJ approvals. Approvals are very likely forthcoming and Grok gave it a 85-90% probability Conservatively adjusting the valuation by the XX% probability of approvals coming through implies we are paying $17.65B for their stake which values SpaceX at approximately $640B or near the low-end of their current valuation range"
X Link 2025-12-08T14:36Z 3500 followers, XXX engagements
"Wow you're just desperately grasping at straws now. XXXXX% result was published a month ago for all we know both research could've been going concurrently. And why would you test a decoder on the highest fidelity available Of course you give yourself some buffer because like you said it will work even better with better fidelity. Gate speed improved by OI but doesn't mean it's caught up to superconductors. I've always said ion traps more than makes up for gate speed with longer coherence time. Do you actually understand anything that's going on"
X Link 2025-12-09T07:35Z 3499 followers, XX engagements
"$CRCL now trading below its IPO price - down in sympathy with BTC and other crypto (irrelevant) and due to rate cut (inconsequential compared to reserve growth). Meanwhile USDC circulation continues to grow rapidly and remains the world's largest regulated stablecoin. I'm using this opportunity to build up a position in the next 10-bagger"
X Link 2025-11-25T18:57Z 3500 followers, 1831 engagements
"$IONQ just ain't gonna slow down are they Don't forget ex-CEO Chapman said quantum networking would be their first business line to turn cashflow positive and they've shown a lot of momentum towards that end. IonQ's continued delivery on earlier promises adds credibility to what they say today - which is to dominate quantum computing in years to come"
X Link 2025-12-08T12:20Z 3500 followers, 3832 engagements
"@MarkHubbard33 I'm way bigger in $IONQ Just a smallish position in $QBTS partially funded by $RGTI short"
X Link 2025-12-09T06:00Z 3500 followers, XXX engagements
"A new video from our friend @QuantumBullHQ is out He talks about $QBTS's upcoming conference and their government push and pulls apart a conversation that D-Wave CEO Alan Baratz had with a certain X user 😅"
X Link 2025-12-09T17:47Z 3500 followers, XXX engagements