$Infleqtion(INFQ)$ This looks like a generational buying opportunity, similar to the $Palantir Technologies Inc.(PLTR)$ run but on the quantum side. The pattern feels the same: White House appearances, being critical for defense infrastructure, and an AI arms race, but in this case, it's the quantum version, with Infleqtion taking the lead against China. It's not $IONQ Inc.(IONQ)$ , primarily because they are focused on M&A while Infleqtion's technology is developed in-house.
This is the first quantum firm in space and the first to apply a material science breakthrough in quantum alongside NVDA. It's also the only quantum firm with 100% fully organic quantum revenue, guiding for over $40 million this year. In comparison, IONQ's revenue isn't organic quantum revenue.
From where I stand, this could run to the hundreds eventually. If not this year, then likely next year or 2028.
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- Ah_Meng·07-17 18:38It's using quantum for time sync and cyber security space?LikeReport