Dempster Mill

Human. First crush: WEB. Main squeeze: Joel. Side pieces: Malone, Munger, Baker Bros., Orbimed & Perceptive. Voluntary Stoic. Event-driven fiend.

[Dempster Mill @DempsterMill]

Joel Greenblatt of Gotham.

[BasedDeptGeneral @BasedDeptGnrl]

We are not watching the 4 best teams in the world cup. As long as Fifa gets to pick and choose who gets called for what, it will always be a max extraction betting and tourism circus.

Norway got robbed.

[Zach Lowy @ZachLowy]

Hard to feel like Norway haven't been completely hard done by. Between conceding a goal that touched the skycam, to having a goal ruled out for a 50/50 challenge in the box, to awarding Pickford a foul after he bashed into his own teammate...some very bizarre decisions today.

[Vfynn_🥷🏼 𐙚 @Vfynn_]

🚨🗣️New: Erling Haaland on why England’s equalizer through Bellingham against Norway should not have stood:

“I don’t care how big the moment was, that goal should never have counted. The Laws of the Game are there for everyone. If the ball hits a camera cable and it changes the flight, that’s outside interference. Play stops. It’s a dropped ball. Simple.”

“Instead, England score, the whole momentum changes, and suddenly Norway are chasing a completely different game. Moments like that decide international tournaments.”

“Now imagine the exact same thing happened in a match involving Argentina and Messi. Be honest with yourselves, football wouldn’t hear the end of it. Every TV show, every podcast and every social media account would be calling it one of the biggest refereeing scandals of the tournament. But because it’s England, somehow people are expected to move on.”

“Consistency is all players ask for. Either the Laws apply every game, or they don’t.”

[Awful Announcing @awfulannouncing]

The ball hit the FIFA Skycam shortly before England's equalizer vs. Norway.

"We've spoken to Mark Clattenburg, our rules expert, and he said if the ball touches any outside object, then the whistle should go and it should be a dropped-ball." #WorldCup

[Bruno Maçães @MacaesBruno]

I honestly have never seen a WC game where so many refereeing errors and of such atrocious nature favoured the same team. British goal illegal. Norwegian second goal was no foul but even if foul it was before play started so not a foul. Third, clear penalty for Norway not given

[Melissa Reddy @MelissaReddy_]

For the benefit of those who haven’t seen the review of the ball hitting the camera cable before England’s equaliser on Fox Sports…

[Pep Invest @PepInvestStocks]

$INFQ - Everyone is tracking traditional quantum names that are years away from generating cash, completely missing the absolute monster that just hit the NYSE.

Wall Street has priced @infleqtion like a speculative science project completely blind to the macro reality:

1. They just locked a massive $100 MILLION CHIPS Act funding commitment from the US government.

2. They are sitting on a staggering $550 MILLION cash cushion to scale production.

3. Their neutral-atom quantum computer was literally showcased inside $NVDA booth at GTC, proving native NVQLink integration.

Infleqtion isn't just conceptual, their atom-based RF sensing platforms are printing real product revenue from global defense contracts right now.

The gap between retail perception and institutional data here is the widest asymmetry on the board.

Drop a #INFQ or Quote-RT this for early access before the float vanishes.

What is your absolute max-conviction deep-tech play right now? 👇

[Balls of Steel, CFA @RiskAdjustedDad]

@lookinshahp @RKLBMan You could be wrong. $infq can easily 4x from here and still be reasonably priced. Look what $intc did. You don't bet against uncle sam.

[dathenv @dathenv]

@themissinglinks $INFQ going to $140/share like OKLO?

[Mason @miscomputate]

Notable lines from today’s Barron’s feature by Mackenzie Tatananni on @infleqtion $INFQ :

“It’s shaping up to be a watershed year for Infleqtion.”

“We’re focusing on that significantly more because of the demand signals we’re seeing for it,” Kinsella said. “The same way we can turn our atoms into qubits or sensors, we can turn them into antennas.”

“Kinsella expects these initiatives to draw attention to Infleqtion’s inertial sensing business, particularly its new Quantum Spectrum product line, which is designed to replace traditional antennas and analog receivers with atom-based radio frequency hardware.”

“For me, dealing with Wall Street is kind of like a comfort zone,” Kinsella told Barron’s shortly after the release. “I know the lingo and how to communicate with them. And I think the reception to the story has been quite strong, in that it’s very differentiated to other quantum stories.”

“The biggest surprise to the upside since I first invested in the company has been the progress that neutral atoms have made on quantum computing - it was always pretty clear they could build a decent business in sensing,” Kinsella said. “What at the time was a very out-of-the-money call option in 2018 is becoming more and more real. I think we’re going to see a world where neutral atoms wins, and I think we can win neutral atoms, which means we can win it all.”

$INFQ

[@HellRoosters @RoostersX]

$INFQ pumping overnight.

Another 11% of today’s 33%

$50 incoming

[Dempster Mill @DempsterMill]

$INFQ just got added to maybe the most important “index” you could be added to in this market. Hot hot hot Damn! This just became a $50 stock this year. Not even close to an exaggeration. What do you all think should be a price target for this year with today’s news? $80? $100?

[Dempster Mill @DempsterMill]

Just got off the phone with a well respected data architect who has been long to the gills on $NVDA and he thinks $INFQ will leapfrog the competition and all the talk will be about this company within a year. #thenextone

[Dempster Mill @DempsterMill]

Just got off the phone with a well respected data architect who has been long to the gills on $NVDA and he thinks $INFQ will leapfrog the competition and all the talk will be about this company within a year. #thenextone

[Dempster Mill @DempsterMill]

@miscomputate @MyQuant_um @nvidia @infleqtion Totally agree. The CUDA is what made $NVDA so successful, and Superstaq is $INFQ’s secret sauce.

[Dempster Mill @DempsterMill]

@JayApted One thing it’s not is a 💩company! Our timing is coming. I’m buy some more tomorrow. Patience.

[Dempster Mill @DempsterMill]

@Hulk9Smash @avgvalueinvest @FiddleyF Incorrect on the cap raise. They have $600 m and burn what $30 m a year. They’ll raise money again but it’ll be when the stock is $50+ not $18. WRT to insider sales, they think this is a $200 stock not a $20 stock. Don’t expect the selling floodgates to open at these levels.

[Dempster Mill @DempsterMill]

@avgvalueinvest @Hulk9Smash @FiddleyF Yeah I know his brother.

[Dempster Mill @DempsterMill]

@Hulk9Smash @avgvalueinvest @FiddleyF Agree. Super impressive. $2 bn cash hoard helps. They’ll make something of this for sure!

[Dempster Mill @DempsterMill]

@avgvalueinvest @FiddleyF Smart my guy!

[Dempster Mill @DempsterMill]

@avgvalueinvest @FiddleyF I get you on the thesis.