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

Dr. Hugh Bitt posts on X about $ionq, $cccx, $rgti, $qbts the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [-------] +63%
- [--] Month [-------] +61%

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

- [--] Week [--] +9.90%
- [--] Month [---] +49%

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

- [--] Week [-----] +6.40%
- [--] Month [-----] +30%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  32.41% [stocks](/list/stocks)  20.37% [technology brands](/list/technology-brands)  12.96% [financial services](/list/financial-services)  #2638 [exchanges](/list/exchanges)  #889 [cryptocurrencies](/list/cryptocurrencies)  1.85% [travel destinations](/list/travel-destinations)  0.93% [social networks](/list/social-networks)  0.93%

**Social topic influence**
[$ionq](/topic/$ionq) #10, [$cccx](/topic/$cccx) #3, [$rgti](/topic/$rgti) #4, [$qbts](/topic/$qbts) #3, [qbts](/topic/qbts) #6, [$infq](/topic/$infq) #1, [market cap](/topic/market-cap) #172, [the most](/topic/the-most) 8.33%, [in the](/topic/in-the) 8.33%, [stocks](/topic/stocks) 7.41%

**Top accounts mentioned or mentioned by**
[@bullmeechum3](/creator/undefined) [@xdeeez](/creator/undefined) [@genejchan](/creator/undefined) [@xyzdkfe](/creator/undefined) [@commonsenseplay](/creator/undefined) [@miscomputate](/creator/undefined) [@avgvalueinvest](/creator/undefined) [@caliboy61191](/creator/undefined) [@spacinfleqtion](/creator/undefined) [@mhogervorst1](/creator/undefined) [@wcoastlife87](/creator/undefined) [@gbear831](/creator/undefined) [@fiddleyf](/creator/undefined) [@citronresearch](/creator/undefined) [@hannasuds](/creator/undefined) [@catstates](/creator/undefined) [@followplut0](/creator/undefined) [@armandarabian](/creator/undefined) [@zenghuanrong1](/creator/undefined) [@madcap_cap](/creator/undefined)

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

"@BullMeechum3 @genejchan @CitronResearch @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay @MartinShkreli @kerrisdale @FBILosAngeles Geode runs a bunch of funds mostly index trackers for Fidelity. This is programmatic buying because $QBTS fits some arbitrary criteria for their fund. No one is doing deep diligence"  
[X Link](https://x.com/Cat_States/status/2021213228001349782)  2026-02-10T13:22Z [----] followers, [--] engagements


"Google recently published a blog post calling for urgent post-quantum cryptography migration. Not some random think tank - Google. The company that built Willow one of the most advanced quantum processors on Earth. Key points: 1.They've been preparing since [----] 2.They warn "store now decrypt later" attacks are likely already happening adversaries harvesting encrypted data today waiting for quantum to crack it 3.They're calling on policymakers to accelerate PQC adoption Now think about Bitcoin. $BTC uses ECDSA for transaction signing. Ethereum is all over the transition but BTC continues to"  
[X Link](https://x.com/Cat_States/status/2021582294818140477)  2026-02-11T13:49Z [----] followers, [----] engagements


"@HannaSuds @deepresearch855 Dont forget the Sydney silicon cluster"  
[X Link](https://x.com/Cat_States/status/1986810582482457047)  2025-11-07T14:58Z [----] followers, [--] engagements


"@genejchan @4PFinance @HannaSuds @QuantumDom Gate speed matters a lot especially non-Shors applications. You need to run a lot of shots to get results on most algorithms and also for R&D. Completing [-----] shots in a few seconds versus hours or days is a big difference"  
[X Link](https://x.com/Cat_States/status/1988116790053065018)  2025-11-11T05:29Z [----] followers, [---] engagements


"@genejchan @4PFinance @HannaSuds @QuantumDom Check leading work done on Willow and Heron processors. They are into the many thousands of gates range beyond what IonQ has shown. But if you want to talk fidelity Quantinuum is 99.9% on a live machine. IonQ is 99.5%-99.6%. (The OI 99.99% is a hero lab device on 2Q only)"  
[X Link](https://x.com/Cat_States/status/1988226466312757679)  2025-11-11T12:45Z [----] followers, [---] engagements


"Is IonQ hedging its bets on roadmap delays Until now it had been clear about having a [---] qubit system in [----]. Today's presentation for a conference has this footnote: "Estimated year of first demonstration for the [---] qubit system" Could they qualify any harder 🤣 $IONQ"  
[X Link](https://x.com/Cat_States/status/1988555964019339698)  2025-11-12T10:34Z [----] followers, [---] engagements


"Consensus seems to be $CCXX and perhaps $IONQ still offer value Which quantum stocks represent good value 👇 After the recent sell-off let's examine the market caps of the major listed quantum companies. IonQ ($16bn) is on a planet of its own. Broadest business model - computing sensing and networking - with serious momentum. However https://t.co/LDqBupwbve Which quantum stocks represent good value 👇 After the recent sell-off let's examine the market caps of the major listed quantum companies. IonQ ($16bn) is on a planet of its own. Broadest business model - computing sensing and networking"  
[X Link](https://x.com/Cat_States/status/1989651912506183855)  2025-11-15T11:09Z [----] followers, [----] engagements


"@TonySamaniego2 @grok Its not just Shors itself - the requirements to run it are quite high and so its about all the other things you can do with a system of that scale"  
[X Link](https://x.com/Cat_States/status/1989800198718329097)  2025-11-15T20:58Z [----] followers, [--] engagements


"@commonsenseplay Shaun Kwon is doing great takes on IonQ I hear 😂"  
[X Link](https://x.com/Cat_States/status/1991046300708810994)  2025-11-19T07:30Z [----] followers, [---] engagements


"@znoujaim @shootmenow_1 Youre not wrong. But all of these companies are trading on future promise. The future promise of $CCCX is brighter than $RGTI in my opinion. Markets are not always efficient but theres a big disconnect here"  
[X Link](https://x.com/Cat_States/status/1991061202546708575)  2025-11-19T08:29Z [----] followers, [---] engagements


"💀 Quantum sector got obliterated in regular hours: $QBTS +2.2% 🤷 $CCCX -0.4% $RGTI -0.1% $CHAC -2.4% $IONQ -2.5% $BTQ -6.0% (cosplay quantum) $QUBT -6.3% 🤢 Then $NVDA casually nukes earnings after the bell - record revenue and a monster guide. Zero quantum mentions. Doesnt matter quantum names instantly +34% in the post market. Let's see if it holds tomorrow"  
[X Link](https://x.com/Cat_States/status/1991305791178150277)  2025-11-20T00:41Z [----] followers, [---] engagements


"One of the great listed quantum mysteries 🧙♂ $RGTI market cap has touched $10B 2.5x+ Infleqtions ( $CCCX ) implied post SPAC market cap. Infleqtion has 30-40x the qubits better fidelities and [--] logical qubits vs Rigettis zero. A plausible scaling roadmap too. What magic justifies this 🤷♂"  
[X Link](https://x.com/Cat_States/status/1996944453945217355)  2025-12-05T14:07Z [----] followers, [----] engagements


"Cathy Wood of $ARKK thinks quantum computing wont be ready until [----]. Thats about [--] YEARS AWAY. What an ignorant and uninformed perspective. Not surprised though - this is the same person that exited $NVDA in late [----] missing billions"  
[X Link](https://x.com/Cat_States/status/2014318705023619335)  2026-01-22T12:46Z [----] followers, [----] engagements


"Its risk on again for the market and quantum stocks following the latest TACO 🌮 🟢 Daily performance: $CCCX (Infleqtion) +6.8% $RGTI (Rigetti) +5.4% $QBTS (D-Wave) +5.3% $DMYY (Horizon Quantum) +3.1% $QUBT (Quantum Computing Inc.) +3.1% $IONQ +2.0% $CHAC (Xanadu) +1.0% Interesting that Infleqtion ( $CCCX ) has caught a strong bid today - is the market waking up It filed an S4/A today indicating a potential mid Feb vote + close for the merger. https://twitter.com/i/web/status/2014445697341559007 https://twitter.com/i/web/status/2014445697341559007"  
[X Link](https://x.com/Cat_States/status/2014445697341559007)  2026-01-22T21:10Z [----] followers, [----] engagements


"@speculator1516 Its too early to talk about leader status until the merger completes and it becomes $INFQ - but soon"  
[X Link](https://x.com/Cat_States/status/2014508854823035015)  2026-01-23T01:21Z [----] followers, [---] engagements


"Mark your calendars the day is nearly here: $CCCX shareholders vote February [--]. Expected close: mid-February. Then $INFQ goes live. Whatever you think of SPACs Infleqtion has real revenue a great sensing business real government contracts and logical qubits on its neutral atom platform. Its [----] qubit quantum computer Sqale is the industry's largest neutral atom array outside of a research institution. It's trading at a 50%+ discount to competitors that are much weaker businesses and technical organisations (like $RGTI and $QBTS). The quantum SPAC everyone forgot about is about to wake up."  
[X Link](https://x.com/Cat_States/status/2014699137393131872)  2026-01-23T13:58Z [----] followers, [----] engagements


"1000 followers. Genuinely grateful theres a sophisticated audience out there that appreciates critical thinking in quantum. Not hype or hopium just evidence-based analysis. It hasnt always been easy. Much of the $IONQ / $QBTS promoter crowd (with a few notable exceptions) respond to skepticism with blocks or floods of drivel. But clearly some people want the signal. Appreciate you all. https://twitter.com/i/web/status/2015056771686224317 https://twitter.com/i/web/status/2015056771686224317"  
[X Link](https://x.com/Cat_States/status/2015056771686224317)  2026-01-24T13:39Z [----] followers, [----] engagements


"So $IONQ is buying SkyWater. The bulls will tell you this is a power move. Vertical integration strategic manufacturing control. The reality If your quantum computing roadmap was on track youd be shipping systems not shopping for third tier fabs. This is what hedging looks like when youve run out of roadmap confidence but havent run out of stock to spend 🤷♂ https://twitter.com/i/web/status/2015733915655487858 https://twitter.com/i/web/status/2015733915655487858"  
[X Link](https://x.com/Cat_States/status/2015733915655487858)  2026-01-26T10:29Z [----] followers, 10.5K engagements


"$IONQ is claiming the SkyWater acquisition will help it bring forward its roadmap to deliver [----] logical qubits by [----]. This sounds good Until you realise after over a decade or so theyve never delivered ONE logical qubit. Its a hell of a ramp up theyre talking about"  
[X Link](https://x.com/Cat_States/status/2015745083719795082)  2026-01-26T11:14Z [----] followers, [----] engagements


"$IONQ cheer squad waking up to the news of the $SKYT acquisition this morning"  
[X Link](https://x.com/Cat_States/status/2015784911979036904)  2026-01-26T13:52Z [----] followers, [----] engagements


"Infleqtions S4 is effective 🥳 $CCCX is nearly $INFQ This is a company with [----] qubits (vs $IONQ with 64-100; $RGTI and $QBTS with 100) [--] logical qubits (the others with 0). And all this for less than half the valuation. Best trade in listed quantum right now. 🚨 S-4 IS OFFICIALLY EFFECTIVE 🚨 SEC just posted the Notice of Effectiveness for the $CCCX / ColdQuanta (@Infleqtion) deal Thats the big regulatory green light on the registration statement. Next eyes on: -definitive proxy/prospectus delivery + vote mechanics -any https://t.co/kvvl0o923n 🚨 S-4 IS OFFICIALLY EFFECTIVE 🚨 SEC just"  
[X Link](https://x.com/Cat_States/status/2015788418442428470)  2026-01-26T14:06Z [----] followers, 11.9K engagements


"It was a big day in quantum. $IONQ announced the $1.8B acquisition of $SKYT. Infleqtions SPAC $CCCX announced the S4 is effective paving the way for the merger to complete. So how did they do Everything in quantum stocks slid across the board today - no exceptions. $CHAC (Xanadu) -0.5% $DMYY (Horizon Quantum) -2.3% $CCCX (Infleqtion) -4.1% $QUBT (Quantum Computing Inc.) -5.4% $BTQ -6.2% $RGTI (Rigetti) -7.2% $QBTS (D-Wave) -7.3% $IONQ -8.2% $IONQ leading the sector lower at -8.2% is telling. Of course we cant judge a deal based on one day of trading but clearly the market doesnt like what it"  
[X Link](https://x.com/Cat_States/status/2015903212088565785)  2026-01-26T21:42Z [----] followers, [----] engagements


"@D27357 $CCCX doesnt need chips in the same way trapped ions need micro-fabricated electrode traps. For $QBTS its definitely a negative but their annealing systems dont really serve a purpose anyway"  
[X Link](https://x.com/Cat_States/status/2015943953238138951)  2026-01-27T00:24Z [----] followers, [---] engagements


"Be careful out there $IONQ bulls think you can just plug in to NVIDIA GPUs to control the microwave and laser signals to a 200000+ qubit chip 😂 @Cat_States @followplut0 You're talking about the classical controls Who cares they're partner with NVidia and are on CudaQ and will get it straight from them. That's not where $IONQ's competitive advantage lies @Cat_States @followplut0 You're talking about the classical controls Who cares they're partner with NVidia and are on CudaQ and will get it straight from them. That's not where $IONQ's competitive advantage lies"  
[X Link](https://x.com/Cat_States/status/2016016782860173370)  2026-01-27T05:13Z [----] followers, [----] engagements


"Still scratching my head about $IONQ acquiring $SKYT for $1.8B. They say its about vertical integration. But the classical compute industry already learned this lesson. Hyper-specialization won out. Fabless is the winning model. Furthermore IonQs wafer needs are pretty modest. I doubt theyll come close to even 1% of the total wafer capacity. So why buy a legacy fab with a large diverse customer base you need to service to keep the economics working Many of those customers are quantum competitors. Theyll go elsewhere. IonQ is about to find out what its like running a legacy fab business:"  
[X Link](https://x.com/Cat_States/status/2016139061552152712)  2026-01-27T13:19Z [----] followers, [----] engagements


"$CCCX (Infleqtion) the most interesting listed quantum play has its SPAC merger vote date locked in for February. At around $4B pro forma market cap its trading at a significant discount to listed peers like $RGTI and $QBTS despite technical superiority. Why One reason for this is the pre-merger trading volume has been very poor. Just $24M per day over the past [--] days. This is about 40-50x less what the other quantum companies have been doing. Once $CCCX becomes $INFQ I expect volume to pick up and the gap to close pretty quickly. This is a triple threat company (neutral atoms quantum"  
[X Link](https://x.com/Cat_States/status/2016148437344149584)  2026-01-27T13:57Z [----] followers, [----] engagements


"Is $IONQ serious It already had the most aggressive roadmap in the industry. Then yesterday they said the $SKYT acquisition will accelerate their already accelerated roadmap and allow them to produce a [------] physical qubit chip by [----]. Let's see how that stacks up against the qubit counts a handful of other quantum computers plan to have in 2028: $IONQ: [------] $CCCX (Infleqtion): [-----] IBM: [----] $RGTI: [----] Quantinuum: [---] $QBTS: [---] No - you are not seeing things - thats over 20-1000x anyone else including some very serious and credible efforts like $IBM Quantinuum and $CCCX. The bulls"  
[X Link](https://x.com/Cat_States/status/2016210093990437374)  2026-01-27T18:02Z [----] followers, 25K engagements


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


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


"In business [---] times out of [----] hockey stick projections like this are just that optimistic projections to sell equity to some suckers. $IONQ bulls believe theyre the [--] out of [----]. Thats the bet youre making if you hold this stock. @nick_farina @Cat_States Remind yourself what a hockey stick is actually shaped like: https://t.co/SJxuTyr08p @nick_farina @Cat_States Remind yourself what a hockey stick is actually shaped like: https://t.co/SJxuTyr08p"  
[X Link](https://x.com/Cat_States/status/2016664079981801787)  2026-01-29T00:05Z [----] followers, [----] engagements


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


"This is a positive update from IBM. Their latest generation of QPUs (Nighthawk + Heron) are amongst the top [--] quantum computers in the world by my estimation. However be wary about quantum advantage claims from $IBM. For example in [----] IBM claimed quantum advantage would arrive in 2023: And guess what here we are in [----] and they're saying they'll achieve it again 🤣 https://hpcwire.com/2022/07/19/new-ibm-blog-details-path-to-quantum-advantage-in-2023/ Quantum giant @ibm confirms significant quantum progress in earnings call including quantum advantage in [----] and fault-tolerant quantum"  
[X Link](https://x.com/Cat_States/status/2016723848188875229)  2026-01-29T04:03Z [----] followers, [----] engagements


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


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


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


"@miscomputate Dont worry Ill be checking in almost weekly 😬 Agreed GTC could be an important period. Though we will have to see how much airtime $NVDA can give quantum"  
[X Link](https://x.com/Cat_States/status/2017750551497478199)  2026-02-01T00:03Z [----] followers, [---] engagements


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


"On a long enough time horizon quantum computing breaks two things: bitcoin and retail stock portfolios"  
[X Link](https://x.com/Cat_States/status/2018314221629722915)  2026-02-02T13:23Z [----] followers, [----] engagements


"@QuantumBullHQ @SEALSQcorp @QEM_Corp @BTQ_Tech @01quantuminc These are classical encryption algorithms. Youre going to have to convince us on why there will be multi-billion companies existing about PQC. Whats the classical equivalent Where is RSA-2048 Corporation or AES-256 Inc. that made billions from current encryption standards"  
[X Link](https://x.com/Cat_States/status/2018593591191552048)  2026-02-03T07:53Z [----] followers, [---] engagements


"Post-quantum cryptography stocks like $LAES $BTQ are the newer plays in quantum that are getting hyped. They are all about PQC which is post-quantum cryptography. PQC is resistant to attacks from quantum computers. The problem PQC algorithms are in the public domain. Anyone can pick these up and use them. Google Chrome shipped PQC for free. Apple iMessage introduced it in [----]. So what exactly are these companies selling NIST's $1B+ federal mandate is services spend going to Accenture and Booz Allen. Not SaaS or hardware revenue to PQC companies. AMD/Intel will add PQC instructions to CPUs"  
[X Link](https://x.com/Cat_States/status/2018677360468635933)  2026-02-03T13:26Z [----] followers, [----] engagements


"@Michigan_Value There is a lot of hype in quantum computing but its not all bs. Most of the listed stocks are hype"  
[X Link](https://x.com/Cat_States/status/2018844621871448167)  2026-02-04T00:30Z [----] followers, [--] engagements


"They had organic growth at the headline level technically even if you stripped out all inorganic revenue. However they dont split out QCaaS revenue which I suspect is flat or down. The other part not shown on these uptime graphics which is perhaps even more damning is that they often dont hit their stated fidelity targets for Forte"  
[X Link](https://x.com/Cat_States/status/2018961738029568083)  2026-02-04T08:16Z [----] followers, [---] engagements


"@caliboy61191 Excepting some very rare edge cases thats right. The question is how many people redeem - it might end up with less cash than expected. But the merger will proceed"  
[X Link](https://x.com/Cat_States/status/2019188140293095528)  2026-02-04T23:15Z [----] followers, [--] engagements


"@meiravho Obviously I do think its a good company. The discount is its less well known and technically not even listed yet until the merger completes"  
[X Link](https://x.com/Cat_States/status/2019188450482876741)  2026-02-04T23:16Z [----] followers, [---] engagements


"@Infopower369 I think youre a bit optimistic in the short term 😂 But right in the long term"  
[X Link](https://x.com/Cat_States/status/2019202338070884599)  2026-02-05T00:12Z [----] followers, [---] engagements


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


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


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


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


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


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


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


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


"@followplut0 You mean algorithmic qubits $IONQ has already shifted from that rubbish"  
[X Link](https://x.com/Cat_States/status/2020284797923520728)  2026-02-07T23:53Z [----] followers, [---] engagements


"$SKYT is trading at a 13% discount to $IONQ's offer price. The deal: $35/share ($15 cash + $20 in $IONQ stock). Announced Jan [--]. Expected to close Q2-Q3 [----]. $SKYT closed Friday at $30.35. That's a $4.65/share gap the market is pricing in. Why [--]. The $20 stock is $IONQ which has been incredibly volatile of late [--]. Shareholder approval risk [--]. Regulatory risk - will the US gov really let an unproven quantum company acquire a sovereign chip fab - a hugely important strategic asset Anyway - a 13% merger arb spread on a deal supposed to close in months tells you the market has some doubts. 🤔"  
[X Link](https://x.com/Cat_States/status/2020472684975628309)  2026-02-08T12:20Z [----] followers, [----] engagements


"@genejchan @SPAC_Infleqtion Redeemed shares dont get to vote. So youre left with Sponsor PIPE people who want it to pass. Hence why they dont fail"  
[X Link](https://x.com/Cat_States/status/2021004641685864947)  2026-02-09T23:33Z [----] followers, [--] engagements


"@genejchan $QBTS is much better commercially than $RGTI for sure. But its mostly smoke and mirrors imo. Would love to know how many FTEs are dedicated to serving that $10M QCaaS contract"  
[X Link](https://x.com/Cat_States/status/2021293807074189492)  2026-02-10T18:42Z [----] followers, [---] engagements


"@xDeeez @MHogervorst1 There are about 10-15 index plus broad market and tech ETFs that $IONQ is in where theyre literally forced to buy up to the target weighting indiscriminately. Thats the bulk of Vanguard Blackrock and Fidelities holdings"  
[X Link](https://x.com/Cat_States/status/2021448873441714442)  2026-02-11T04:59Z [----] followers, [---] engagements


"This is really amateur stuff. Im sceptical about $IONQ but this is shoddy research. Mostly conjecture no new facts or insight. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to resign and insiders to dump $396.6 million in stock. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in 2025"  
[X Link](https://x.com/Cat_States/status/2019205165501616214)  2026-02-05T00:23Z [----] followers, [----] engagements


"$IONQ bulls love the Oxford Ionics acquisition story. "Vertical integration" "World-class team" Legacy IONQ - its erstwhile architecture for quantum computing - was years of hype with metrics that don't stack up against Quantinuum or even Google/IBM Oxford Ionics: - Genuinely world-class science - Impressive gate fidelities. on 2-qubit lab devices - Scaling from [--] qubits to useful systems That's the hard part. Unproven. The thesis is: buy great teams integrate dominate. However M&A doesn't work like that. Culture clashes and integration takes 2-3 years minimum. You don't become a world-class"  
[X Link](https://x.com/Cat_States/status/2019407258132897795)  2026-02-05T13:46Z [----] followers, [----] engagements


"It was a rough week for quantum stocks but Friday's bounce saved some face. $IONQ -12.5% $CCCX -13.6% $QBTS -2.4% $RGTI -2.5% $IONQ took a real beating - it hit $30.43 on Thursday after the questionable Wolfpack short report then bounced back a bit on Friday. The one I keep staring at: $CCCX (Infleqtion). Down to $11.66 on a $2.9B market cap. On paper This is a steal vs peers trading at higher valuations with less tech. Why though It's still a SPAC. And SPACs have issues - redemption risk dilution overhang low float dynamics. Its price is unfortunately close to the redemption floor which"  
[X Link](https://x.com/Cat_States/status/2020605341126590608)  2026-02-08T21:07Z [----] followers, [----] engagements


"Hi ChatGPT write me a post explaining how $IONQ is going to be the next NVIDIA Cisco and Lockheed Martin 👇 More on $IONQ since some of you have been asking about it. (Longer post than usual but important if you're curios about the quantum computing space): In October [----] IonQ achieved 99.99% two-qubit gate fidelity a world record. The company expects to have [------] qubit quantum More on $IONQ since some of you have been asking about it. (Longer post than usual but important if you're curios about the quantum computing space): In October [----] IonQ achieved 99.99% two-qubit gate fidelity a"  
[X Link](https://x.com/Cat_States/status/2020813934190571758)  2026-02-09T10:56Z [----] followers, [----] engagements


"@Ubershort Its a great company - fingers cross the SPAC merger goes well: https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at https://t.co/AOxrJXbvP7 https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX"  
[X Link](https://x.com/Cat_States/status/2021040874218733721)  2026-02-10T01:57Z [----] followers, [---] engagements


"Its a great paper in terms of technical rigour and depth. But its actually saying the benefits from a quantum speed up are far away and may not be that large. I dont begrudge the companies or authors involved for promoting the work. But theres a big gulf between PR and LinkedIn posts vs whats actually in the paper"  
[X Link](https://x.com/Cat_States/status/2021126603821240342)  2026-02-10T07:38Z [----] followers, [---] engagements


"Have you tried Codex While its a bit slower it writes much better code and is better at complex debugging and feature implementation. The consensus seems to be that Claude code is better for iteration vibe coding and front end. Codex is better for serious engineering challenges. Tracks my own personal experience. Both have their place but Codex is much better on complex codebases. https://twitter.com/i/web/status/2021197679196508474 https://twitter.com/i/web/status/2021197679196508474"  
[X Link](https://x.com/Cat_States/status/2021197679196508474)  2026-02-10T12:20Z [----] followers, [---] engagements


"@armandarabian Not at all no issues to buy today at all. Just be aware the price floor of $10.25 or so due to the redemption mechanics will be gone from tomorrow"  
[X Link](https://x.com/Cat_States/status/2021292887552798905)  2026-02-10T18:39Z [----] followers, [---] engagements


"@dhvdhvdhv @gimsiwon75140 $IONQ hasnt demonstrated any logical qubits yet. Its on their roadmap. Theyve shown physical qubits with 99.99% fidelity but thats only on a [--] qubit lab device"  
[X Link](https://x.com/Cat_States/status/2021422985962455298)  2026-02-11T03:16Z [----] followers, [---] engagements


"@xDeeez @MHogervorst1 Mostly those institutions are Vanguard and Blackrock index funds. Ill grant you though that Norges is interesting. Scandinavia is clued in on quantum"  
[X Link](https://x.com/Cat_States/status/2021439922188714225)  2026-02-11T04:23Z [----] followers, [--] engagements


"Stop using your ChatGPT echo chamber learn to use your own brain and do your own research. These are the names of the funds from Blackrock (owns iShares) and Vanguard holding $IONQ. Literally every one is an index fund - they have to buy: VANGUARD TOTAL STOCK MARKET INDEX FUND iShares Russell [----] ETF VANGUARD SMALL-CAP INDEX FUND VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD EXTENDED MARKET INDEX FUND iShares Russell [----] Growth ETF VANGUARD RUSSELL [----] INDEX FUND https://twitter.com/i/web/status/2021453022711382033"  
[X Link](https://x.com/Cat_States/status/2021453022711382033)  2026-02-11T05:15Z [----] followers, [---] engagements


"@xDeeez @MHogervorst1 Look up how a passive index fund works. If you find any active Vanguard/Blackrock funds holding come back and let me know"  
[X Link](https://x.com/Cat_States/status/2021459127793483785)  2026-02-11T05:39Z [----] followers, [--] engagements


"😢 UPDATE ON $CCCX / INFLEQTION Its no secret that Ive been bullish on this company. It is the most interesting trade in the listed quantum space. However recent volatility is having an unfortunate impact on $CCCX and its prospects. $CCCX along with most growth stocks has been hammered. That's pushed $CCCX right back near the SPAC redemption floor. $416M+ sits in the trust account which was a big benefit of the SPAC merger. But with the stock at these levels redemptions are looking increasingly likely. If shareholders redeem Infleqtion could be left with far less cash than they need to fund"  
[X Link](https://x.com/Cat_States/status/2019758771535228954)  2026-02-06T13:03Z [----] followers, 10.6K engagements


"Saw the hot takes yesterday. "Quantum is dead." "Bubble popped." "The hype cycle is over." Let me save you some time: if you mistook a broad market selloff for a sector collapse you're looking at the wrong charts. $IONQ $RGTI $QBTS down 20%+ Sure. So were all growth stocks on the board. Now the bounce is here. What a day in the markets. https://twitter.com/i/web/status/2019880238151561322 https://twitter.com/i/web/status/2019880238151561322"  
[X Link](https://x.com/Cat_States/status/2019880238151561322)  2026-02-06T21:05Z [----] followers, [----] engagements


"Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at $16B and $7.4B - about 4x and 2x higher respectively. Let's do some napkin math: Infleqtion is trading at $350M per logical qubit. $IONQ and $RGTI are trading at. infinity dollars per logical qubit Not saying that this is the endgame by any means. $IONQ can arguably justify its valuation with all the talent partnerships and"  
[X Link](https://x.com/Cat_States/status/2005587996238811412)  2025-12-29T10:33Z [----] followers, 37.9K engagements


"Quantum companies are notoriously hard to value. So Ive created my own valuation metric 👨⚕ Market Cap vs Logical Qubits. Three listed quantum companies - $IONQ $QBTS $RGTI - are literally on the Y-axis. Tens of billions in valuation. Zero logical qubits. Only $CCCX (Infleqtion) shows up with actual error-corrected logical qubits (12) at a relatively modest $4B valuation or $333M per logical qubit. Not pictured: Quantinuum rumoured to be coming to market this year with [--] logical qubits. At a $20B valuation that would be $417M per logical qubit - a bit more expensive than $CCCX. What do you"  
[X Link](https://x.com/Cat_States/status/2016877050511184084)  2026-01-29T14:12Z [----] followers, 14.3K engagements


"My favorite quantum shill: "BlackRock is accumulating they must know something" 🤷♂ Every week someone screenshots institutional holdings in $IONQ $QBTS or $RGTI and goes "do you think you know more than BlackRock" What they don't tell you: BlackRock owns iShares - the world's largest ETF issuer Vanguard runs $8T+ in index funds When you see them "accumulating" it's passive ETFs mechanically buying based on index inclusion There's no analyst sitting there doing deep technical diligence on their quantum computing roadmap. They're tracking the Russell [----]. The best $IONQ analyst we have is"  
[X Link](https://x.com/Cat_States/status/2017231417860890701)  2026-01-30T13:40Z [----] followers, [----] engagements


"Post-selloff quantum valuations. Let's check in: $IONQ $14.2B $QBTS $7.8B $RGTI $6.0B $CHAC $3.8B $CCCX $3.3B So after the correction $IONQ is still worth more than the next two highest combined. $CCCX is the cheapest its been for months sitting at $3.3B with neutral atom tech that's scaling DARPA contracts and atomic clocks generating real revenue. $RGTI cannot avoid gravity and its dead-end architecture is pulling it down to earth. Do you see any value here https://twitter.com/i/web/status/2017597403365564867 https://twitter.com/i/web/status/2017597403365564867"  
[X Link](https://x.com/Cat_States/status/2017597403365564867)  2026-01-31T13:54Z [----] followers, [----] engagements


"$RGTI: A Quantum Cautionary Tale 🧟 October 2025: $56/share. $18B valuation. Today: $18. Down 68%. The irony CEO Dr. Subodh Kulkarni was actually honest. Conservative timelines. No "quantum advantage next year" or were going to wipe the floor with $NVDA nonsense. Didn't matter. The market priced in magic anyway. November's DARPA QBI Stage B announcement may have been the wake-up call. $RGTI didnt make the cut - turns out the tech cupboard is light. No clear path to useful scale. No secret sauce. The funny thing was this was all publicly available information if you knew how to evaluate"  
[X Link](https://x.com/Cat_States/status/2017920530196918432)  2026-02-01T11:18Z [----] followers, [----] engagements


"$CCCX (Infleqtion) SPAC merger vote is coming up next week. Ticker changes to $INFQ. Ill admit the timing isn't ideal. Markets are as rough as they've been in a long time and quantum names have been getting hammered alongside everything else. Could be bumpy. But zoom out: At $3.5B pro forma market cap Infleqtion trades at a 40% discount to $RGTI ($6B) and 55% discount to $QBTS ($8B). What do you get for that discount [--] demonstrated logical qubits (vs zero for both) [----] physical qubits $29M LTM revenue with real government/defense customers Neutral atom tech that can scale Market conditions"  
[X Link](https://x.com/Cat_States/status/2019035234021589231)  2026-02-04T13:08Z [----] followers, [----] engagements


"$IONQ bulls analyzing the quantum computing roadmap"  
[X Link](https://x.com/Cat_States/status/2020118576082952653)  2026-02-07T12:52Z [----] followers, [----] engagements


"Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb [--]. Close expected shortly after then trades as $INFQ on NYSE mid-to-late Feb. Neutral atoms real government contracts sensing and actual revenue - not just PowerPoint qubits. Expect volatility. SPACs always get choppy around redemption/close. That's the game. I'm holding shares and warrants through it. https://twitter.com/i/web/status/2021207591691616775"  
[X Link](https://x.com/Cat_States/status/2021207591691616775)  2026-02-10T13:00Z [----] followers, 75.9K engagements


"@m0d3rnpr0bl3ms I think its unlikely they push it out now. Its technically not too late but practically now very unlikely"  
[X Link](https://x.com/Cat_States/status/2021211479576334554)  2026-02-10T13:15Z [----] followers, [----] engagements


"A QUANTUM MYSTERY How are $QBTS and $RGTI outperforming $IONQ over a 12-month horizon $IONQ has done the most of any listed pure-play this year. Acquired multiple world-class teams expanded their tech stack and are building what could be the most complete quantum technology platform in the industry. $QBTS and $RGTI are pure hype and momentum. $IONQ still has to execute and manage all this - and I have expressed some doubts in the past - but the gap in performance is genuinely perplexing. https://twitter.com/i/web/status/2021269715453346111 https://twitter.com/i/web/status/2021269715453346111"  
[X Link](https://x.com/Cat_States/status/2021269715453346111)  2026-02-10T17:07Z [----] followers, [----] engagements


"$CCCX closed at $12.66 today. Redemption risk has subsided. All looking good for a clean SPAC merger $INFQ here we come. Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb [--]. Close expected shortly after then trades as $INFQ on NYSE mid-to-late Feb. Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most fundamentally sound quantum company in the public markets. Merger vote Feb 12."  
[X Link](https://x.com/Cat_States/status/2021347818749952137)  2026-02-10T22:17Z [----] followers, [----] engagements


"More on $CCCX and why its so attractive here: https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated [--] logical qubits - actual error-corrected qubits. Their current SPAC valuation implies $4B market cap post-merger. Meanwhile $IONQ and $RGTI with ZERO demonstrated logical qubits sit at https://t.co/AOxrJXbvP7 https://x.com/cat_states/status/2005587996238811412s=46&t=yOjG9JpjI-AvSse_wgcC-A Wild stat that few have noticed 👀 Quantum company $CCCX (Infleqtion) has demonstrated 12"  
[X Link](https://x.com/Cat_States/status/2021352387198452052)  2026-02-10T22:35Z [----] followers, [----] engagements


"Hot off the heels of yesterday's pre-redemption rip $CCCX is pumping again in pre-market. +15% at close now +8% on top of that. EGM vote is tomorrow (Feb 12). Redemption deadline just passed. This is about to become $INFQ on NYSE. For anyone still confused: this is Infleqtion. Neutral atom quantum computing and sensing. Trades at a big discount to peers - for no reason. That's about to change in my opinion 👀 https://twitter.com/i/web/status/2021590377216774259 https://twitter.com/i/web/status/2021590377216774259"  
[X Link](https://x.com/Cat_States/status/2021590377216774259)  2026-02-11T14:21Z [----] followers, [----] engagements


"The quantum sector is still bleeding. $IONQ -4.5% $QBTS -3.9% $QUBT -4.7%. One exception: $CCCX (Infleqtion) which absolutely ripped today up 13.5%. Infleqtion's SPAC merger closes soon (vote on Feb 12) and the ticker changes to $INFQ. That's when even more volume will show up. A lot of retail still doesn't know about this name. Exciting times. https://twitter.com/i/web/status/2021712242207838719 https://twitter.com/i/web/status/2021712242207838719"  
[X Link](https://x.com/Cat_States/status/2021712242207838719)  2026-02-11T22:25Z [----] followers, [----] engagements


"Good point below. Volume is still very thin. Should change quick once $INFQ @Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin 🤔🤔 Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger @Cat_States Even with $CCCX up a lot in [--] days the order book has been VERY thin 🤔🤔 Great reminder of how small the float is. Id rather see more volume coming in vs. high moves with really love volume tbh. Hopefully more action starts to occur after merger"  
[X Link](https://x.com/Cat_States/status/2021747031006752977)  2026-02-12T00:43Z [----] followers, [----] engagements


"@LarryHowe195112 @WCoastlife87 Look up $IONQ $QBTS $RGTI. These were all quantum companies that became public by SPAC"  
[X Link](https://x.com/Cat_States/status/2021823219800637685)  2026-02-12T05:46Z [----] followers, [---] engagements


"@SPAC_Infleqtion $RGTI and $QBTS yes. $IONQ to be fair has acquired some excellent pieces. Curious to see what $INFQ can buy once its got stock to issue"  
[X Link](https://x.com/Cat_States/status/2021844876607074372)  2026-02-12T07:12Z [----] followers, [---] engagements


"Chinese AI lab released GLM-5 today. I've been playing around with it - very strong model especially for coding and agentic tool use. 744B parameters (40B activated) in a MoE architecture 200K context window. Not quite Codex [---] / Opus [---] level. But genuinely quite good. The interesting part is the pricing. It's 40-85% cheaper than the state of the art from OpenAI and Anthropic. Of course you need to choose your GLM-5 model provider carefully to avoid your tokens going to China. It's open weights too so you could run it on your own hardware. The company behind this recently IPO'd on HKEX."  
[X Link](https://x.com/Cat_States/status/2021890275405443191)  2026-02-12T10:13Z [----] followers, [---] engagements


"@jrouldz @commonsenseplay @RoaldRoss 💕"  
[X Link](https://x.com/Cat_States/status/1991323553367756933)  2025-11-20T01:51Z [----] followers, [--] engagements


"Niccolo de Masi fronted up to Congress with $IONQ emblazoned on his jacket and got a load of softball questions ⚾. Not one person threw the hardball: Are your quantum computers online today and actually delivering the specs you bragged about in your latest PR 👀"  
[X Link](https://x.com/Cat_States/status/1991355148011204848)  2025-11-20T03:57Z [----] followers, [---] engagements


"🚨 Bitcoin's QUANTUM apocalypse is getting closer In 2012: You'd need [--] BILLION qubits to run Shor's algorithm In [----] Google's Craig Gidney dropped it to UNDER [--] MILLION qubits. That's a 1000x reduction. The chart shows it all. More algorithmic improvements are likely out there to bring this number even lower. Meanwhile hardware is scaling up: IBM Atom Computing and $CCCX have all breached the [----] qubit barrier. They used to talk about decades. Now we talk about years. The jaws are closing 🦈"  
[X Link](https://x.com/Cat_States/status/1991560924311027908)  2025-11-20T17:35Z [----] followers, [----] engagements


"@enoughbllst It's naturally going to be difficult until the SPAC merger changes and the ticker changes to $INFQ"  
[X Link](https://x.com/Cat_States/status/1993120189744062635)  2025-11-25T00:50Z [----] followers, [---] engagements


"@miscomputate The management bench is getting sorted ahead of $INFQ 👌"  
[X Link](https://x.com/Cat_States/status/1998199837544923512)  2025-12-09T01:15Z [----] followers, [---] engagements


"@andromeda_IX @chartquest No. Not relevant for $BTQ"  
[X Link](https://x.com/Cat_States/status/1998777781077905413)  2025-12-10T15:32Z [----] followers, [---] engagements


"@SPAC_Infleqtion Its okay - we wait for $INFQ"  
[X Link](https://x.com/Cat_States/status/1998787638669795428)  2025-12-10T16:11Z [----] followers, [---] engagements


"@SPAC_Infleqtion Once $INFQ 🌙 🚀"  
[X Link](https://x.com/Cat_States/status/2000724707138547869)  2025-12-16T00:28Z [----] followers, [---] engagements


"I did a post a while back explaining why $CCCX was a no brainer. See below: https://x.com/Cat_States/status/1990443057876292020s=20 $CCCX is one of the most interesting trades right now. Here's why 👇 It's got two businesses - (1) neutral atom quantum computing + (2) quantum sensing and is already generating $30-50m in annual revenue. Pre-SPAC closure means $10 redemption floor = built-in downside https://t.co/ILA8KWHpmj https://x.com/Cat_States/status/1990443057876292020s=20 $CCCX is one of the most interesting trades right now. Here's why 👇 It's got two businesses - (1) neutral atom"  
[X Link](https://x.com/Cat_States/status/2003779123349737783)  2025-12-24T10:45Z [----] followers, [----] engagements


"2026 Quantum Listed Company Thoughts 🔮 $CCCX: The most upside. Sensing business + neutral atom momentum + SPAC completion $INFQ catalyst. The quantum play with near-term commercial traction AND long-term QC optionality. $IONQ: I expected flat performance in [----]. Yes they're the listed leader but they're chasing Quantinuum and the hyperscalers. Delivery of the Oxford Ionics architecture system (targeting [---] qubits 99.9%+ 2Q fidelity) is the make-or-break moment. But don't expect delivery until very late [----]. Market's already priced in hope. $RGTI: Trouble. DARPA QBI feedback was rough."  
[X Link](https://x.com/Cat_States/status/2006407401675850236)  2025-12-31T16:49Z [----] followers, [----] engagements


"🚨 BREAKING: Quantinuum plans to file for IPO $HON just dropped the news: Quantinuum plans to file a confidential S-1 with SEC. The strongest quantum company is going public Quantinuum's trapped ion computers are the best in the world. Details on the business and pricing are TBD -- this is only the intention to file -- but the signal is clear: the adults have entered the chat. Quantinuum has paying enterprise customers [--] logical qubits with industry-leading fidelity and a parent company ( $HON ) that knows how to run a real businesses. The zombie tickers $RGTI and $QBTS should be nervous."  
[X Link](https://x.com/Cat_States/status/2011422588216787205)  2026-01-14T12:58Z [----] followers, [----] engagements


"The toll of $IONQ's acquisition spree 💰 End of 2023: 207M shares Today: 354M shares That's +71% dilution in two years. [--] share from [----] is now worth [----] shares today. To be fair they didn't throw it all away. Vector Atomic and Oxford Ionics brought serious talent. Oxford Ionics in particular has unlocked an aggressive roadmap that could actually matter. The question: can they actually execute fast enough on the roadmap to justify the dilution This is the year we find out - $IONQ's [---] qubit machine with a target 2Q 99.99% fidelity is due."  
[X Link](https://x.com/Cat_States/status/2015505198412951708)  2026-01-25T19:21Z [----] followers, [----] engagements


"@930to400 I give almost [--] chance to most of the current listed names especially $QBTS and $RGTI. I give $IONQ a higher chance than those names but not much higher"  
[X Link](https://x.com/Cat_States/status/2015933917329817878)  2026-01-26T23:44Z [----] followers, [---] engagements


"@David_Tracey $CCCX and Quantinuum if it lists"  
[X Link](https://x.com/Cat_States/status/2017749172112462149)  2026-01-31T23:57Z [----] followers, [---] engagements


"@genejchan Youre right to a point - but its still important to show primitives. FSD didnt go from noting to what it is today in one big bang which is basically what $IONQ is proposing to do. FSD has been a decades+ journey with incremental progress over time"  
[X Link](https://x.com/Cat_States/status/2017809435457163608)  2026-02-01T03:57Z [----] followers, [---] engagements


"@Sai_s_destiny @genejchan Any useful quantum algo needs to run billions of operations without errors. Good luck doing that without logical qubits my brother. 99.99% = one error every [-----] operations. So even if IonQ hits that fidelity on a production machine youre still off by about 1000000x"  
[X Link](https://x.com/Cat_States/status/2017913177200333138)  2026-02-01T10:49Z [----] followers, [---] engagements


"@Sai_s_destiny @genejchan Quantinuum got selected for the Genesis mission $IONQ has not. I wonder why"  
[X Link](https://x.com/Cat_States/status/2017920937539334650)  2026-02-01T11:20Z [----] followers, [---] engagements


"@xyzdkfe Yeah you have to take your hat off - they didnt pump the stock at all they havent overpromised or made up crazy roadmaps. Retail + Koreans decided to pump them up anyway"  
[X Link](https://x.com/Cat_States/status/2017931368169365518)  2026-02-01T12:01Z [----] followers, [---] engagements

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