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[@CitronResearch](/creator/twitter/CitronResearch)
"$asts walking down memory lane. Like $nbis always fun to be the first. Sometimes you have to toot your own horn"  
[X Link](https://x.com/CitronResearch/status/1975891345970700439) [@CitronResearch](/creator/x/CitronResearch) 2025-10-08T11:49Z 369.9K followers, 129.4K engagements


"Correcting the record: Weve updated the math on the charts weve shared over the past week. The thesis remains every bit as strong only the calculations have been refined. Infleqtion ($CCCX) remains a far superior quantum company to Rigetti ($RGTI) with real commercial revenue diversified quantum systems and a genuine partnership with NVIDIA ($NVDA). If were being generous and assign Infleqtion the same market cap as Rigetti heres where the stock should trade. .thanks to AE for the correction"  
[X Link](https://x.com/CitronResearch/status/1976019401829929044) [@CitronResearch](/creator/x/CitronResearch) 2025-10-08T20:18Z 369.9K followers, 85.7K engagements


"$RKT to $XX our final word on this name (for now). Citron has always had respect for Dan Loeb of Third Point an event-driven investor who brings a calm calculated approach to asymmetric bets. So when he personally posts his Rocket thesis on Seeking Alpha we listen. Well admit it: we didnt fully appreciate the operational gap Rocket has created. As Loeb wrote: While the average originator takes XX days to close a refi loan Rocket only takes XX days and that key metric continues to fall. In fact over XX% of loans now close in less than XX days. Thats not just a tech edge thats a category"  
[X Link](https://x.com/CitronResearch/status/1952730944135172313) [@CitronResearch](/creator/x/CitronResearch) 2025-08-05T13:58Z 369.9K followers, 456.4K engagements


"Whatever Evergrande Delisted"  
[X Link](https://x.com/CitronResearch/status/1960001804617572442) [@CitronResearch](/creator/x/CitronResearch) 2025-08-25T15:30Z 369.9K followers, 67.4K engagements


"Citron will continue to update the market on $LDI and its march higher.but in the meantime let's go back to the roots. Unlike $LDI which is undervalued and offers many ways to win $OPEN is nothing more than a stock promo and a science project in how to burn money. $OPEN offers many ways to lose: No way to capitalize on AI to scale margins or defend share. Housing is low margin a XX% swing wipes out profits. Capital heavy billions tied up in inventory with no guarantee of resale. Competition Zillow already tried & failed at this model. And with its cash burn expect massive dilution soon. The"  
[X Link](https://x.com/CitronResearch/status/1963970694410109327) [@CitronResearch](/creator/x/CitronResearch) 2025-09-05T14:21Z 369.9K followers, 430.7K engagements


"$LDI Simple premise real profits. $LDI is armed for the housing war with servicing book support to $XXXX and an unpriced refi boom that could send this name marching higher. Full premise"  
[X Link](https://x.com/CitronResearch/status/1965040633476968845) [@CitronResearch](/creator/x/CitronResearch) 2025-09-08T13:12Z 369.9K followers, 1M engagements


"$CDLX and btw.not just a shareholder but also a user.Stayed at the new Waldorf Astoria in NYC last month What an amazing renovation. A few weeks later Amex sent me this .from Cardlytics. First party data"  
[X Link](https://x.com/CitronResearch/status/1968689197952188531) [@CitronResearch](/creator/x/CitronResearch) 2025-09-18T14:50Z 369.9K followers, 33.7K engagements


"$CDLX more tailwinds CNBC just put a spotlight on $WFCs credit card push. What most missed: Wells Fargo already runs its offers through $CDLX. That means as $WFC leans harder into cards $CDLX directly benefits. One grows the other grows the model is already in motion. The market is waking up to a story thats been hiding in plain sight"  
[X Link](https://x.com/CitronResearch/status/1970897428589969832) [@CitronResearch](/creator/x/CitronResearch) 2025-09-24T17:05Z 369.9K followers, 48.5K engagements


"Pretty cool $nbis. Always looking for next"  
[X Link](https://x.com/CitronResearch/status/1973825365526147418) [@CitronResearch](/creator/x/CitronResearch) 2025-10-02T19:00Z 369.9K followers, 209.3K engagements


"$TDOC we were not wrong just early. Reason for recent is last time Livongo MAUs were this strong the stock was $15+. Today its $XXX even as BofA just reported Livongo usage +55% y/y the biggest jump since Jan XX . Livongo is the SaaS backbone of Teladoc recurring insurance-based growth while BetterHelp dragged the stock down. Once we get past this government shutdown the stock could rip. The largest telehealth company in the U.S. trades cheap. Telehealth still an AI mega trend waiting to happen"  
[X Link](https://x.com/CitronResearch/status/1974106818939920519) [@CitronResearch](/creator/x/CitronResearch) 2025-10-03T13:38Z 369.9K followers, 197.2K engagements


"Why Infleqtion ($CCCX) Is Outpacing Rigetti ($RGTI) And Why the Market Hasnt Priced It In. The Chart on the bottom is all you need to know X. Real Revenue vs. Research Grants Infleqtion delivers $29M in real hardware and sensor sales. Rigettis $11M comes mostly from government R&D contracts. One executes the other experiments. X. Diversified Quantum Monetization Infleqtion sells sensors atomic clocks and RF systems that fund its QPU roadmap. Rigetti survives on dilution and burn. Infleqtion builds a business; Rigetti burns one. X. The Real NVDA Partnership Infleqtion is featured by NVIDIA in"  
[X Link](https://x.com/CitronResearch/status/1975174200173232197) [@CitronResearch](/creator/x/CitronResearch) 2025-10-06T12:20Z 369.9K followers, 60.7K engagements


"The MOST compelling trade in quantum. Buy $CCCX against any position in $RGTI Not going to try and value Quantum right now. Are they all overvalued The market will determine that. But what Citron can definitively say is that Infleqtion is far ahead of Rigetti in the Quantum race and we expect the two stocks to trade in parody in a rapid manner and then $CCCX will trade at a premium This chart is all you need to know"  
[X Link](https://x.com/CitronResearch/status/1975174492373622795) [@CitronResearch](/creator/x/CitronResearch) 2025-10-06T12:21Z 369.9K followers, 154.9K engagements


"$CCCX Does not seem to be announced but Infleqtion JUST (9/24) $XX mil gov contract just awarded (former name is Coldquanta) This is larger than $RGTI revenues since inception. That price sensitivity chart will get closer every day"  
[X Link](https://x.com/CitronResearch/status/1975186604311371893) [@CitronResearch](/creator/x/CitronResearch) 2025-10-06T13:09Z 369.9K followers, 51.6K engagements


"More research- Same Conclusion Infleqtion ($CCCX) is actually selling quantum hardware sensors and atomic clocks. Rigetti ($RGTI) is still an ill funded science project If they shared the same market cap $CCCX would be over $XX. Most investors dont realize Infleqtion already has real defense and aerospace contracts with DARPA and the Air Force Research Lab and is shipping deployable quantum systems today. Rigetti isnt close to that. And just remember Rigetti raised money less than a year ago at under $X a share. You can be a raging bull on quantum but a little common sense never hurts. For"  
[X Link](https://x.com/CitronResearch/status/1975530609461039300) [@CitronResearch](/creator/x/CitronResearch) 2025-10-07T11:56Z 369.9K followers, 166.4K engagements


"As the reposted story shows $CCCX is leading the quantum race real revenue real tech. But the market hasnt caught up. Even if quantum settles in parity with $RGTI still puts $CCCX north of $60"  
[X Link](https://x.com/CitronResearch/status/1978070375616454682) [@CitronResearch](/creator/x/CitronResearch) 2025-10-14T12:08Z 369.9K followers, 109.3K engagements