[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.] #  @Cat_States Dr. Hugh Bitt Dr. Hugh Bitt posts on X about $rgti, $ionq, $qbts, qbts the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1985188394159443968/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +88,413% ### Mentions: XX [#](/creator/twitter::1985188394159443968/posts_active)  - X Week XX -XX% - X Month XXX +4,550% ### Followers: XXX [#](/creator/twitter::1985188394159443968/followers)  - X Week XXX +17% - X Month XXX +4,629% ### CreatorRank: XXXXXXX [#](/creator/twitter::1985188394159443968/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [countries](/list/countries) XXXX% **Social topic influence** [$rgti](/topic/$rgti) #6, [$ionq](/topic/$ionq) #19, [$qbts](/topic/$qbts) #6, [qbts](/topic/qbts) #6, [$cccx](/topic/$cccx) #4, [rgti](/topic/rgti) #3, [stocks](/topic/stocks) 13.79%, [$chac](/topic/$chac) #1, [$qubt](/topic/$qubt) #11, [market cap](/topic/market-cap) #95 **Top accounts mentioned or mentioned by** [@genejchan](/creator/undefined) [@thebullishbat](/creator/undefined) [@surfshopcapital](/creator/undefined) [@commonsenseplay](/creator/undefined) [@xyzdkfe](/creator/undefined) [@rinopucci23](/creator/undefined) [@jonathankjones](/creator/undefined) [@douglas34184094](/creator/undefined) [@investordenis](/creator/undefined) [@jrouldz](/creator/undefined) [@sai_s_destiny](/creator/undefined) [@akademiavied](/creator/undefined) [@sirintranet](/creator/undefined) [@thetradewizard](/creator/undefined) [@travfourr](/creator/undefined) [@d27357](/creator/undefined) [@spacinfleqtion](/creator/undefined) [@infleqtion](/creator/undefined) [@ccrmca](/creator/undefined) [@chillerid76](/creator/undefined) **Top assets mentioned** [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [Bitcoin (BTC)](/topic/bitcoin) [HQ Trivia (HQ)](/topic/$hq) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last XX hours "Quantum stocks bounced hard late in the session today led by the sector's most speculative plays. 📊 Daily performance: $QBTS (D-Wave) +11.5% $QUBT (Quantum Computing Inc.) +9.7% $RGTI (Rigetti) +9.0% $BTQ +8.8% $IONQ +3.7% $CCCX (Infleqtion) +1.3% $CHAC (Xanadu) flat Classic risk-on pattern: the most challenged companies rallied hardest while the sector's largest $IONQ lagged. The pre-SPAC names ($CCCX $CHAC) barely participated - still waiting for the market to recognise their value" [X Link](https://x.com/Cat_States/status/1996351043937206288) 2025-12-03T22:49Z XXX followers, 1909 engagements "WHEN CAN QUANTUM CRACK BITCOIN Everyone's favorite dinner party question. Here's what the data actually shows. In 2012 it was estimated Shor's algorithm needed X billion physical qubits to break RSA-2048. Today's best estimate Under X million and falling. That's a 1000x improvement in a decade years purely with algorithmic and error correction advances. Meanwhile qubit counts have quietly gone from X 1000+ and a few company roadmaps show 1M by 2030. The lines are starting to converge. Now roadmaps aren't always reality. But the trend is undeniable: requirements are dropping and hardware is" [X Link](https://x.com/Cat_States/status/1997732338826879074) 2025-12-07T18:18Z XXX followers, 1840 engagements "Singapore-based Horizon Quantum just closed a $110M PIPE led by $IONQ to support its SPAC merger with $DMYY. Previously without a PIPE merger completion was looking sketchy until now. So lets take a look. Post-close ticker: $HQ. Deal value: $0.5B. Current implied post-merger market cap: $0.9B The thesis Build the infrastructure layer that makes quantum programming accessible to the worlds 45M+ classical developers. Lets dive deeper" [X Link](https://x.com/Cat_States/status/1998370504399606104) 2025-12-09T12:33Z XXX followers, 1741 engagements "Despite being a software company Horizon owns a $RGTI 9-qubit system and committed to buying an $IONQ machine as part of the PIPE. Why You cant build proper low-level abstractions without access to the hardware stack. They need direct access to test compiler optimizations across architectures. Capital-intensive for software but likely necessary to get it right" [X Link](https://x.com/Cat_States/status/1998370900513538341) 2025-12-09T12:35Z XXX followers, XXX engagements "Valuations remain relatively elevated. $IONQ leading at close to $20B. Somehow $RGTI and $QBTS remain near $10B despite them not having a chance of delivering real value to customers in sight. $CCCX remains the best value pick - good computing and sensing programs at over a XX% discount" [X Link](https://x.com/Cat_States/status/1997261485752693201) 2025-12-06T11:07Z XXX followers, 1020 engagements "IonQ deploys Slovakia's first "national quantum communication network" via its recently acquired ID Quantique subsidiary. It's QKD + PQC linking X sites in Bratislava. Wow 🙄 But on quantum computing the core business of $IONQ Zero logical qubits" [X Link](https://x.com/Cat_States/status/1998004756690981343) 2025-12-08T12:20Z XXX followers, 1326 engagements "I've been sceptical about $IONQ's hardware efforts and progress but the quantum error correction (QEC) team led by Nicolas Delfosse has been on a roll lately. QEC was (thought) to have very demanding classical overhead. This along with some other breakthroughs from some other groups shows that maybe the requirements are not so steep after all at least for trapped ion systems. One of the criticisms of trapped ion systems is the speeds which are very slow (compared to other approaches). However the slow speeds actually result in benefits when it comes to QEC as the latency requirements are" [X Link](https://x.com/Cat_States/status/1998270413328277580) 2025-12-09T05:56Z XXX followers, 3755 engagements "@rinopucci23 Hello $QBTS bag holder" [X Link](https://x.com/Cat_States/status/1998344778753429788) 2025-12-09T10:51Z XXX followers, XXX engagements "Horizons Triple Alpha platform tackles what no one else is addressing: full-stack classical-to-quantum compilation. Theyre building four hardware-agnostic abstraction layers from assembly code (what HQ calls Hydrogen) to high-level languages (Carbon and Beryllium - the later just previewed publicly today). This is the operating system play for quantum" [X Link](https://x.com/Cat_States/status/1998370567561609350) 2025-12-09T12:34Z XXX followers, XXX engagements "@Thebullishbat I prefer this at $900m to $RGTI or $QBTS at $900m (but in fact theyre $9B+ 😂). 5-10 years is pessimistic too. Id peg it at 3" [X Link](https://x.com/Cat_States/status/1998373569122955648) 2025-12-09T12:46Z XXX followers, XXX engagements "Let's talk about the mysterious quantum company that slipped into Trump's Genesis Mission: Quantinuum 👀 While everyone's watching $IONQ and $RGTI there's exactly one pure play quantum company partnering with the DOE alongside Microsoft Google NVIDIA and Anthropic. Not the public stocks everyone's chasing. The $10B+ private company with one of the most powerful quantum computers in the world. Quantinuum's Helios system has XX logical qubits with 99.9%+ fidelities. Only Google's Willow system can even come close to this level. Better-than-break-even performance real-time error correction using" [X Link](https://x.com/Cat_States/status/1994032162321125696) 2025-11-27T13:14Z XXX followers, 2530 engagements "Formed in 2021 by merging Cambridge Quantum (software) with Honeywell Quantum Solutions (hardware). Honeywell ( $HON ) is a defense contractor and aerospace giant. That matters when you're building quantum computers for national security missions. In November 2025 they closed an oversubscribed fundraise of $800M at a $10B valuation. Backed by Honeywell NVIDIA JPMorgan Serendipity Capital Fidelity Mitsui and Amgen amongst others. When serious money wants quantum exposure they go private. Public quantum stocks: $8-15B market caps trading on roadmap promises. Quantinuum: $10B private valuation" [X Link](https://x.com/Cat_States/status/1994032383058956371) 2025-11-27T13:15Z XXX followers, XXX engagements "How do the capabilities of the listed quantum companies stack up Let's see 👇 There are three quantum capabilities: computing networking and sensing. $IONQ is the giant with a $17B market cap. They started out as a computing company but have smartly acquired leading businesses and teams across the stack. Top marks for their sensing and networking businesses BUT a middling grade on the compute side. Why They've never had a top tier machine in production. It's always been Google IBM or Quantinuum. $RGTI and $QBTS are one-trick ponies where the trick (computing) isn't working. No diversification" [X Link](https://x.com/Cat_States/status/1994403141010219114) 2025-11-28T13:48Z XXX followers, 5487 engagements "Quantum daily performance 📊 Looks like the market spent Thanksgiving catching up on my analysis. 🤷♂ $CCCX (Infleqtion) leads the sweep (+6.7%). Finally getting recognition for having a broad portfolio and solid compute program vs. the rest. $IONQ follows (+5.1%) while $QBTS and $CHAC barely woke up. Meanwhile $RGTI didnt even move. Have people finally come to their senses" [X Link](https://x.com/Cat_States/status/1994557469646098574) 2025-11-29T00:02Z XXX followers, 3955 engagements "This is my league table of quantum insider selling. $IONQ has been the worst offended with nearly half a billion of sales this year alone" [X Link](https://x.com/Cat_States/status/1994563838218527144) 2025-11-29T00:27Z XXX followers, 4323 engagements "Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps. These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them. Meanwhile two SPAC merger candidates - $CCCX (Infleqtion) and $CHAC (Xanadu) - are trading at implied valuations of HALF these zombie companies 🤷♂ Infleqtion has a legitimate compute business with strong sensing capabilities. Diversified revenue real customers. Xanadu is betting on photonics - requires incredible engineering execution but could leapfrog" [X Link](https://x.com/Cat_States/status/1995015436329447742) 2025-11-30T06:22Z XXX followers, 12.7K engagements "The pinnacle of achievement in quantum computing is showing logical qubits that work. Can your logical qubit outperform the physical Thats the only metric that matters for scaling. Quantinuum Google ( $GOOG ) and a select few have crossed this threshold - demonstrating that error correction actually improves performance. The rest Roadmap promises for logical qubits. $IONQ $RGTI and others are selling logical qubit timelines while still operating below break-even. $QBTS doesnt even have a concept of error correction. You cant scale what doesnt work at small scale. 🤷♂" [X Link](https://x.com/Cat_States/status/1995143041078710407) 2025-11-30T14:49Z XXX followers, XXX engagements "Not sure how people are still defending $RGTI at this point 🤷" [X Link](https://x.com/Cat_States/status/1995421570727281063) 2025-12-01T09:15Z XXX followers, 3563 engagements "Quantum stocks gave back ground across the board today - no survivors. 🔴 Daily performance: $CHAC (Xanadu) -XXX% $IONQ -XXX% $QBTS (D-Wave) -XXX% $CCCX (Infleqtion) -XXX% $BTQ -XXX% $QUBT (Quantum Computing Inc.) -XXX% $RGTI (Rigetti) -XXX% Rigetti led the selloff at over X% down. Nothing catastrophic but a uniform retreat nonetheless on a day when markets were otherwise fairly tepid" [X Link](https://x.com/Cat_States/status/1995626227755811182) 2025-12-01T22:49Z XXX followers, 9810 engagements "Whats the best way to build a quantum computer DARPAs benchmarking program (QBI) gives some clues 👀 🚩 Superconducting qubits: only X out of X companies have advanced from Stage A to B. Google Atlantic Quantum $RGTI Qolab/HPE and Alice & Bob didnt advance. $QBTS wasnt even involved. ✅ Silicon spin qubits: X out of X advanced (100% pass rate). SQC Diraq Quantum Motion and Photonic Inc. all through. But these are all private. ✅ Neutral atoms: X out of X (Atom and QuEra). $CCCX (Infleqtion) needs to get in the process ASAP to have credibility. $IONQ made it through and so did its trapped ion" [X Link](https://x.com/Cat_States/status/1996232019693445305) 2025-12-03T14:56Z XXX followers, 2452 engagements "Whats going on with quantum stocks 😳 Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The pre-SPAC merger plays ( $CCCX and $CHAC) once again lagged the pack despite Infleqtion being arguably the strongest risk/reward story in the bunch. The valuation gaps should close quickly once the SPAC mergers complete" [X Link](https://x.com/Cat_States/status/1996689502002098492) 2025-12-04T21:14Z XXX followers, 2559 engagements "Yes there is fidelity and many more characteristics that are important. But handfuls of demonstrations have shown the physics ceiling is very high (99.9-99.99% fidelities depending on the platform). Now its about engineering. Moving to industrial fabs and tooling should help close that gap. Im not saying its a certainty by 2028 but its a possibility" [X Link](https://x.com/Cat_States/status/1997923269207560224) 2025-12-08T06:56Z XXX followers, XX engagements "@D27357 @SPAC_Infleqtion @infleqtion The process is open - new entrants can join at Stage A or B. DARPA QBI is a big resource suck. $CCCX management likely prioritising access to capital markets" [X Link](https://x.com/Cat_States/status/1998034636010831991) 2025-12-08T14:19Z XXX followers, XXX engagements "Trumps Genesis Mission just named 50+ tech companies to build the DOEs closed-loop AI experimentation platform. Just ONE quantum company made the cut: Quantinuum. Not $IONQ $RGTI $QBTS. The $10B private company with actual logical qubits and XXXX% gate fidelity in production systems. Quantinuum is backed by Honeywell NVIDIA JPMorgan Fidelity and now the US government for national security quantum computing. Meanwhile the public quantum stocks are trading at $8-15B+ market caps with zero logical qubits. Draw your own conclusions. 🤷♂" [X Link](https://x.com/Cat_States/status/1993832126220026358) 2025-11-26T23:59Z XXX followers, 20.2K engagements "Starting to notice a concerning pattern here about how $IONQ is winning customers and partners: - U Chicago: IonQ gave a free equity grant for partnership - Drone startup: IonQ made an equity investment for "collaboration" - CCRM biotech: "investment commitment" for partnership This is backwards. Enterprise customers should pay YOU for valuable technology. AWS doesn't invest in companies to use EC2. Microsoft doesnt give you free $MSFT shares to use Azure. CCRM has 300+ scientists and extensive GMP facilities. If IonQ's systems offered real computational advantages for therapeutic development" [X Link](https://x.com/Cat_States/status/1995606711856468195) 2025-12-01T21:31Z XXX followers, 5026 engagements "One of the best ways to track progress in quantum hardware is logical qubits. These are formed from a greater number of physical qubits to reduce errors - the foundation for fault-tolerant quantum computing. The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with XX logical qubits. Of the listed quantum companies $CCCX (Infleqtion) is the only one that has demonstrated logical qubits at all. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap" [X Link](https://x.com/Cat_States/status/1995940662051831905) 2025-12-02T19:38Z XXX followers, 22.6K engagements "When does revenue stop being revenue $IONQ just announced a deal where they invest $50M in Horizon Quantum Computing ( $DMYY ) - but the investment is conditional on Horizon buying IonQs quantum hardware. Read that again: IonQ gives them money they give it back purchasing systems IonQ books it as quantum hardware sales. This is the fourth time weve seen this pattern: 1.Horizon (NEW): Strategic investment conditional on hardware purchase 2.U Chicago: Free equity grant for partnership and hardware purchase 3.Drone startup: Equity investment for collaboration 4.CCRM biotech: Investment" [X Link](https://x.com/Cat_States/status/1996998915753648244) 2025-12-05T17:43Z XXX followers, 5012 engagements "The week in listed quantum 👀 After last week's bloodbath quantum stocks staged a solid recovery. The Comeback Leaders: $QBTS (D-Wave) led the pack with +19.1% - impressive bounce after getting hammered. $RGTI and $QUBT both up 10%. These three are the lowest quality companies so go figure 🤷♂ Horizon Quantum ( $DMYY SPAC) finished the week strong locking in a $110M PIPE. It was looking grim for a while but good chance that this company goes on to complete the merger now. I'll do a deeper dive on it this week so follow along. $IONQ rounded things off with a +6.9% gain. The Stragglers: $CCCX" [X Link](https://x.com/Cat_States/status/1997261111872176461) 2025-12-06T11:05Z XXX followers, 1370 engagements "@xyzdkfe Golden Dome bro 👊 😂" [X Link](https://x.com/Cat_States/status/1998033682058379461) 2025-12-08T14:15Z XXX followers, XX engagements "Quantum stocks could actually be cheap 🔍 How Well AI capex alone is hitting $400bn this year. The entire public quantum market cap - including the low-quality names ( $RGTI $QBTS ) - doesnt even touch $50bn. Thats less than XX% of AI capex spend OF A SINGLE YEAR. The largest quantum company $IONQ with a $17bn market cap is a mere X% of 2025 AI capex spend. If quantum can capture just 5-10% of annual compute capex its a $50bn+ p.a. industry Ive been critical of the valuations of quantum stocks. But in this context Current valuations look cheap. However the challenge for quantum has never been" [X Link](https://x.com/Cat_States/status/1993612308191609210) 2025-11-26T09:26Z XXX followers, 7167 engagements "Quantum valuation check 👀 The entire listed quantum sector - all companies combined - sits at $50B market cap. For context: thats X% of NVIDIAs current valuation. The complete public quantum computing industry is valued like a rounding error on AIs balance sheet. $IONQ leads at $16.6B. Everyone else is fighting over scraps in single digits. $CHAC $CCCX $RGTI etc. fighting for scraps. Either this represents the buying opportunity of the decade or the market has soberly assessed that fault-tolerant quantum remains 5-10+ years from revenue that matters. Which do you think it is 🤷♂" [X Link](https://x.com/Cat_States/status/1994154390069105162) 2025-11-27T21:20Z XXX followers, 33.7K engagements "It keeps pumping because theyre aggressive at marketing and theyre one of a few listed stocks to express ones positive opinion about quantum computing. I dont think it can sustain a $10B+ valuation over the long-term. But I dont know if that means it craters next week or X years from now" [X Link](https://x.com/Cat_States/status/1998281932556345835) 2025-12-09T06:41Z XXX followers, XX engagements "Quantum stocks posted a solid green day with seven of eight names closing higher. 📈 Daily performance: $QBTS (D-Wave) +5.3% $IONQ +3.2% $DMYY (Horizon Quantum) +2.4% $QUBT (Quantum Computing Inc.) +1.3% $BTQ +0.9% $RGTI (Rigetti) +0.5% $CCCX (Infleqtion) -XXX% $CHAC (Xanadu) -XXX% The quantum pretender D-Wave led the pack with a respectable 5%+ gain while the pre-SPAC completion names ( $CCCX and $CHAC ) were the only red on the board. When completion 🙏" [X Link](https://x.com/Cat_States/status/1998174290475356391) 2025-12-08T23:34Z XXX followers, 2434 engagements "It's wild that people call quantum "overvalued" when the entire listed quantum sector's market cap is less than NVIDIA's revenue in a single quarter. The sector isn't overhyped. But sure a few names are overpriced. I've called out that $RGTI and $QBTS are trading at valuations completely detached from technical progress or commercial reality. But extrapolating from a couple of meme-adjacent tickers to "quantum is a bubble" is lazy analysis. The real story: a transformative technology class with a total public market footprint that is no more than a rounding error relative to big tech" [X Link](https://x.com/Cat_States/status/1998385276230815801) 2025-12-09T13:32Z XXX followers, 3477 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.]
@Cat_States Dr. Hugh Bitt
Dr. Hugh Bitt posts on X about $rgti, $ionq, $qbts, qbts the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +88,413%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +4,550%
Followers: XXX #
- X Week XXX +17%
- X Month XXX +4,629%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXX% countries XXXX%
Social topic influence $rgti #6, $ionq #19, $qbts #6, qbts #6, $cccx #4, rgti #3, stocks 13.79%, $chac #1, $qubt #11, market cap #95
Top accounts mentioned or mentioned by @genejchan @thebullishbat @surfshopcapital @commonsenseplay @xyzdkfe @rinopucci23 @jonathankjones @douglas34184094 @investordenis @jrouldz @sai_s_destiny @akademiavied @sirintranet @thetradewizard @travfourr @d27357 @spacinfleqtion @infleqtion @ccrmca @chillerid76
Top assets mentioned Rigetti Computing, Inc. Common Stock (RGTI) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Quantum Computing Inc. (QUBT) Alphabet Inc Class A (GOOGL) Honeywell International Inc (HON) Heroes of NFT (HON) Bitcoin (BTC) HQ Trivia (HQ) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last XX hours
"Quantum stocks bounced hard late in the session today led by the sector's most speculative plays. 📊 Daily performance: $QBTS (D-Wave) +11.5% $QUBT (Quantum Computing Inc.) +9.7% $RGTI (Rigetti) +9.0% $BTQ +8.8% $IONQ +3.7% $CCCX (Infleqtion) +1.3% $CHAC (Xanadu) flat Classic risk-on pattern: the most challenged companies rallied hardest while the sector's largest $IONQ lagged. The pre-SPAC names ($CCCX $CHAC) barely participated - still waiting for the market to recognise their value"
X Link 2025-12-03T22:49Z XXX followers, 1909 engagements
"WHEN CAN QUANTUM CRACK BITCOIN Everyone's favorite dinner party question. Here's what the data actually shows. In 2012 it was estimated Shor's algorithm needed X billion physical qubits to break RSA-2048. Today's best estimate Under X million and falling. That's a 1000x improvement in a decade years purely with algorithmic and error correction advances. Meanwhile qubit counts have quietly gone from X 1000+ and a few company roadmaps show 1M by 2030. The lines are starting to converge. Now roadmaps aren't always reality. But the trend is undeniable: requirements are dropping and hardware is"
X Link 2025-12-07T18:18Z XXX followers, 1840 engagements
"Singapore-based Horizon Quantum just closed a $110M PIPE led by $IONQ to support its SPAC merger with $DMYY. Previously without a PIPE merger completion was looking sketchy until now. So lets take a look. Post-close ticker: $HQ. Deal value: $0.5B. Current implied post-merger market cap: $0.9B The thesis Build the infrastructure layer that makes quantum programming accessible to the worlds 45M+ classical developers. Lets dive deeper"
X Link 2025-12-09T12:33Z XXX followers, 1741 engagements
"Despite being a software company Horizon owns a $RGTI 9-qubit system and committed to buying an $IONQ machine as part of the PIPE. Why You cant build proper low-level abstractions without access to the hardware stack. They need direct access to test compiler optimizations across architectures. Capital-intensive for software but likely necessary to get it right"
X Link 2025-12-09T12:35Z XXX followers, XXX engagements
"Valuations remain relatively elevated. $IONQ leading at close to $20B. Somehow $RGTI and $QBTS remain near $10B despite them not having a chance of delivering real value to customers in sight. $CCCX remains the best value pick - good computing and sensing programs at over a XX% discount"
X Link 2025-12-06T11:07Z XXX followers, 1020 engagements
"IonQ deploys Slovakia's first "national quantum communication network" via its recently acquired ID Quantique subsidiary. It's QKD + PQC linking X sites in Bratislava. Wow 🙄 But on quantum computing the core business of $IONQ Zero logical qubits"
X Link 2025-12-08T12:20Z XXX followers, 1326 engagements
"I've been sceptical about $IONQ's hardware efforts and progress but the quantum error correction (QEC) team led by Nicolas Delfosse has been on a roll lately. QEC was (thought) to have very demanding classical overhead. This along with some other breakthroughs from some other groups shows that maybe the requirements are not so steep after all at least for trapped ion systems. One of the criticisms of trapped ion systems is the speeds which are very slow (compared to other approaches). However the slow speeds actually result in benefits when it comes to QEC as the latency requirements are"
X Link 2025-12-09T05:56Z XXX followers, 3755 engagements
"@rinopucci23 Hello $QBTS bag holder"
X Link 2025-12-09T10:51Z XXX followers, XXX engagements
"Horizons Triple Alpha platform tackles what no one else is addressing: full-stack classical-to-quantum compilation. Theyre building four hardware-agnostic abstraction layers from assembly code (what HQ calls Hydrogen) to high-level languages (Carbon and Beryllium - the later just previewed publicly today). This is the operating system play for quantum"
X Link 2025-12-09T12:34Z XXX followers, XXX engagements
"@Thebullishbat I prefer this at $900m to $RGTI or $QBTS at $900m (but in fact theyre $9B+ 😂). 5-10 years is pessimistic too. Id peg it at 3"
X Link 2025-12-09T12:46Z XXX followers, XXX engagements
"Let's talk about the mysterious quantum company that slipped into Trump's Genesis Mission: Quantinuum 👀 While everyone's watching $IONQ and $RGTI there's exactly one pure play quantum company partnering with the DOE alongside Microsoft Google NVIDIA and Anthropic. Not the public stocks everyone's chasing. The $10B+ private company with one of the most powerful quantum computers in the world. Quantinuum's Helios system has XX logical qubits with 99.9%+ fidelities. Only Google's Willow system can even come close to this level. Better-than-break-even performance real-time error correction using"
X Link 2025-11-27T13:14Z XXX followers, 2530 engagements
"Formed in 2021 by merging Cambridge Quantum (software) with Honeywell Quantum Solutions (hardware). Honeywell ( $HON ) is a defense contractor and aerospace giant. That matters when you're building quantum computers for national security missions. In November 2025 they closed an oversubscribed fundraise of $800M at a $10B valuation. Backed by Honeywell NVIDIA JPMorgan Serendipity Capital Fidelity Mitsui and Amgen amongst others. When serious money wants quantum exposure they go private. Public quantum stocks: $8-15B market caps trading on roadmap promises. Quantinuum: $10B private valuation"
X Link 2025-11-27T13:15Z XXX followers, XXX engagements
"How do the capabilities of the listed quantum companies stack up Let's see 👇 There are three quantum capabilities: computing networking and sensing. $IONQ is the giant with a $17B market cap. They started out as a computing company but have smartly acquired leading businesses and teams across the stack. Top marks for their sensing and networking businesses BUT a middling grade on the compute side. Why They've never had a top tier machine in production. It's always been Google IBM or Quantinuum. $RGTI and $QBTS are one-trick ponies where the trick (computing) isn't working. No diversification"
X Link 2025-11-28T13:48Z XXX followers, 5487 engagements
"Quantum daily performance 📊 Looks like the market spent Thanksgiving catching up on my analysis. 🤷♂ $CCCX (Infleqtion) leads the sweep (+6.7%). Finally getting recognition for having a broad portfolio and solid compute program vs. the rest. $IONQ follows (+5.1%) while $QBTS and $CHAC barely woke up. Meanwhile $RGTI didnt even move. Have people finally come to their senses"
X Link 2025-11-29T00:02Z XXX followers, 3955 engagements
"This is my league table of quantum insider selling. $IONQ has been the worst offended with nearly half a billion of sales this year alone"
X Link 2025-11-29T00:27Z XXX followers, 4323 engagements
"Two quantum zombies 🧟 $RGTI (Rigetti) and $QBTS (D-Wave) are trading at $8B+ market caps. These companies are dead ends. Unscalable architectures. No sensing or networking businesses for fallback or upside. Zero logical qubits between them. Meanwhile two SPAC merger candidates - $CCCX (Infleqtion) and $CHAC (Xanadu) - are trading at implied valuations of HALF these zombie companies 🤷♂ Infleqtion has a legitimate compute business with strong sensing capabilities. Diversified revenue real customers. Xanadu is betting on photonics - requires incredible engineering execution but could leapfrog"
X Link 2025-11-30T06:22Z XXX followers, 12.7K engagements
"The pinnacle of achievement in quantum computing is showing logical qubits that work. Can your logical qubit outperform the physical Thats the only metric that matters for scaling. Quantinuum Google ( $GOOG ) and a select few have crossed this threshold - demonstrating that error correction actually improves performance. The rest Roadmap promises for logical qubits. $IONQ $RGTI and others are selling logical qubit timelines while still operating below break-even. $QBTS doesnt even have a concept of error correction. You cant scale what doesnt work at small scale. 🤷♂"
X Link 2025-11-30T14:49Z XXX followers, XXX engagements
"Not sure how people are still defending $RGTI at this point 🤷"
X Link 2025-12-01T09:15Z XXX followers, 3563 engagements
"Quantum stocks gave back ground across the board today - no survivors. 🔴 Daily performance: $CHAC (Xanadu) -XXX% $IONQ -XXX% $QBTS (D-Wave) -XXX% $CCCX (Infleqtion) -XXX% $BTQ -XXX% $QUBT (Quantum Computing Inc.) -XXX% $RGTI (Rigetti) -XXX% Rigetti led the selloff at over X% down. Nothing catastrophic but a uniform retreat nonetheless on a day when markets were otherwise fairly tepid"
X Link 2025-12-01T22:49Z XXX followers, 9810 engagements
"Whats the best way to build a quantum computer DARPAs benchmarking program (QBI) gives some clues 👀 🚩 Superconducting qubits: only X out of X companies have advanced from Stage A to B. Google Atlantic Quantum $RGTI Qolab/HPE and Alice & Bob didnt advance. $QBTS wasnt even involved. ✅ Silicon spin qubits: X out of X advanced (100% pass rate). SQC Diraq Quantum Motion and Photonic Inc. all through. But these are all private. ✅ Neutral atoms: X out of X (Atom and QuEra). $CCCX (Infleqtion) needs to get in the process ASAP to have credibility. $IONQ made it through and so did its trapped ion"
X Link 2025-12-03T14:56Z XXX followers, 2452 engagements
"Whats going on with quantum stocks 😳 Second double digit day in a row: $RGTI (Rigetti) +15.4% $QBTS (D-Wave) +14.5% $IONQ +12.6% $QUBT (Quantum Computing Inc.) +12.5% $BTQ +6.8% $CCCX (Infleqtion) +4.3% $CHAC (Xanadu) +2.2% The pre-SPAC merger plays ( $CCCX and $CHAC) once again lagged the pack despite Infleqtion being arguably the strongest risk/reward story in the bunch. The valuation gaps should close quickly once the SPAC mergers complete"
X Link 2025-12-04T21:14Z XXX followers, 2559 engagements
"Yes there is fidelity and many more characteristics that are important. But handfuls of demonstrations have shown the physics ceiling is very high (99.9-99.99% fidelities depending on the platform). Now its about engineering. Moving to industrial fabs and tooling should help close that gap. Im not saying its a certainty by 2028 but its a possibility"
X Link 2025-12-08T06:56Z XXX followers, XX engagements
"@D27357 @SPAC_Infleqtion @infleqtion The process is open - new entrants can join at Stage A or B. DARPA QBI is a big resource suck. $CCCX management likely prioritising access to capital markets"
X Link 2025-12-08T14:19Z XXX followers, XXX engagements
"Trumps Genesis Mission just named 50+ tech companies to build the DOEs closed-loop AI experimentation platform. Just ONE quantum company made the cut: Quantinuum. Not $IONQ $RGTI $QBTS. The $10B private company with actual logical qubits and XXXX% gate fidelity in production systems. Quantinuum is backed by Honeywell NVIDIA JPMorgan Fidelity and now the US government for national security quantum computing. Meanwhile the public quantum stocks are trading at $8-15B+ market caps with zero logical qubits. Draw your own conclusions. 🤷♂"
X Link 2025-11-26T23:59Z XXX followers, 20.2K engagements
"Starting to notice a concerning pattern here about how $IONQ is winning customers and partners: - U Chicago: IonQ gave a free equity grant for partnership - Drone startup: IonQ made an equity investment for "collaboration" - CCRM biotech: "investment commitment" for partnership This is backwards. Enterprise customers should pay YOU for valuable technology. AWS doesn't invest in companies to use EC2. Microsoft doesnt give you free $MSFT shares to use Azure. CCRM has 300+ scientists and extensive GMP facilities. If IonQ's systems offered real computational advantages for therapeutic development"
X Link 2025-12-01T21:31Z XXX followers, 5026 engagements
"One of the best ways to track progress in quantum hardware is logical qubits. These are formed from a greater number of physical qubits to reduce errors - the foundation for fault-tolerant quantum computing. The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with XX logical qubits. Of the listed quantum companies $CCCX (Infleqtion) is the only one that has demonstrated logical qubits at all. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap"
X Link 2025-12-02T19:38Z XXX followers, 22.6K engagements
"When does revenue stop being revenue $IONQ just announced a deal where they invest $50M in Horizon Quantum Computing ( $DMYY ) - but the investment is conditional on Horizon buying IonQs quantum hardware. Read that again: IonQ gives them money they give it back purchasing systems IonQ books it as quantum hardware sales. This is the fourth time weve seen this pattern: 1.Horizon (NEW): Strategic investment conditional on hardware purchase 2.U Chicago: Free equity grant for partnership and hardware purchase 3.Drone startup: Equity investment for collaboration 4.CCRM biotech: Investment"
X Link 2025-12-05T17:43Z XXX followers, 5012 engagements
"The week in listed quantum 👀 After last week's bloodbath quantum stocks staged a solid recovery. The Comeback Leaders: $QBTS (D-Wave) led the pack with +19.1% - impressive bounce after getting hammered. $RGTI and $QUBT both up 10%. These three are the lowest quality companies so go figure 🤷♂ Horizon Quantum ( $DMYY SPAC) finished the week strong locking in a $110M PIPE. It was looking grim for a while but good chance that this company goes on to complete the merger now. I'll do a deeper dive on it this week so follow along. $IONQ rounded things off with a +6.9% gain. The Stragglers: $CCCX"
X Link 2025-12-06T11:05Z XXX followers, 1370 engagements
"@xyzdkfe Golden Dome bro 👊 😂"
X Link 2025-12-08T14:15Z XXX followers, XX engagements
"Quantum stocks could actually be cheap 🔍 How Well AI capex alone is hitting $400bn this year. The entire public quantum market cap - including the low-quality names ( $RGTI $QBTS ) - doesnt even touch $50bn. Thats less than XX% of AI capex spend OF A SINGLE YEAR. The largest quantum company $IONQ with a $17bn market cap is a mere X% of 2025 AI capex spend. If quantum can capture just 5-10% of annual compute capex its a $50bn+ p.a. industry Ive been critical of the valuations of quantum stocks. But in this context Current valuations look cheap. However the challenge for quantum has never been"
X Link 2025-11-26T09:26Z XXX followers, 7167 engagements
"Quantum valuation check 👀 The entire listed quantum sector - all companies combined - sits at $50B market cap. For context: thats X% of NVIDIAs current valuation. The complete public quantum computing industry is valued like a rounding error on AIs balance sheet. $IONQ leads at $16.6B. Everyone else is fighting over scraps in single digits. $CHAC $CCCX $RGTI etc. fighting for scraps. Either this represents the buying opportunity of the decade or the market has soberly assessed that fault-tolerant quantum remains 5-10+ years from revenue that matters. Which do you think it is 🤷♂"
X Link 2025-11-27T21:20Z XXX followers, 33.7K engagements
"It keeps pumping because theyre aggressive at marketing and theyre one of a few listed stocks to express ones positive opinion about quantum computing. I dont think it can sustain a $10B+ valuation over the long-term. But I dont know if that means it craters next week or X years from now"
X Link 2025-12-09T06:41Z XXX followers, XX engagements
"Quantum stocks posted a solid green day with seven of eight names closing higher. 📈 Daily performance: $QBTS (D-Wave) +5.3% $IONQ +3.2% $DMYY (Horizon Quantum) +2.4% $QUBT (Quantum Computing Inc.) +1.3% $BTQ +0.9% $RGTI (Rigetti) +0.5% $CCCX (Infleqtion) -XXX% $CHAC (Xanadu) -XXX% The quantum pretender D-Wave led the pack with a respectable 5%+ gain while the pre-SPAC completion names ( $CCCX and $CHAC ) were the only red on the board. When completion 🙏"
X Link 2025-12-08T23:34Z XXX followers, 2434 engagements
"It's wild that people call quantum "overvalued" when the entire listed quantum sector's market cap is less than NVIDIA's revenue in a single quarter. The sector isn't overhyped. But sure a few names are overpriced. I've called out that $RGTI and $QBTS are trading at valuations completely detached from technical progress or commercial reality. But extrapolating from a couple of meme-adjacent tickers to "quantum is a bubble" is lazy analysis. The real story: a transformative technology class with a total public market footprint that is no more than a rounding error relative to big tech"
X Link 2025-12-09T13:32Z XXX followers, 3477 engagements