Frontier Signal

SwissChris – I invest in frontier tech: AI · Robotics · Energy · Quantum · Crypto · Space 🚀 || Signal over hype || Contrarian || Never Financial Advice.

[Frontier Signal @FrontierSignalX]

https://t.co/1M43uv3Jso

[Frontier Signal @FrontierSignalX]

Ten quantum companies you can buy.

The US government bought shares in two of them.

Before you buy any quantum stock 👇

[Frontier Signal @FrontierSignalX]

Everyone is buying the AI chipmakers.

Almost nobody is buying the company that TESTS their gear before it ships.

🧩 Viavi $VIAV is the arms dealer to the arms dealers.

Every chip has to be validated before it ships.

So it taxes the whole AI buildout and never picks a winner.

Revenue just grew 52% in a quarter. Operating margin hit 24%.

A regulator just handed it ~40% of the AI data-center test market.

⚠️ The catch: testing is LUMPY, and a capex pause hits it fast.

SELL SHOVELS TO EVERY MINER, NOT JUST THE WINNING ONE.

Full breakdown on my Substack 👇

$VIAV @ViaviSolutions

[Frontier Signal @FrontierSignalX]

The US government now owns shares in two quantum computing companies. 🚨

Rigetti ( $RGTI ) and Quantinuum ( $QNT ) handed over stock in exchange for up to $100 MILLION each.

That is the first slice of a $2.013 billion programme covering nine companies. Handing over equity is a condition of the money.

Ten listed names below, and where each one actually stands.

Not financial advice.

🧵

[Frontier Signal @FrontierSignalX]

If you want more of this on your timeline:

Follow me @CryptoWhyBother

Like/Repost the quote below 🙏

[Frontier Signal @FrontierSignalX]

The US government now owns shares in two quantum computing companies. 🚨

Rigetti ( $RGTI ) and Quantinuum ( $QNT ) handed over stock in exchange for up to $100 MILLION each.

That is the first slice of a $2.013 billion programme covering nine companies. Handing over equity is a condition of the money.

Ten listed names below, and where each one actually stands.

Not financial advice.

🧵

[Frontier Signal @FrontierSignalX]

The US government now owns shares in two quantum computing companies. 🚨

Rigetti ( $RGTI ) and Quantinuum ( $QNT ) handed over stock in exchange for up to $100 MILLION each.

That is the first slice of a $2.013 billion programme covering nine companies. Handing over equity is a condition of the money.

Ten listed names below, and where each one actually stands.

Not financial advice.

🧵

[Frontier Signal @FrontierSignalX]

Status Quo Sept 10

Shares issued: Quantinuum, Rigetti.
Agreed, not yet issued: D-Wave.
Signed, no equity disclosed: GlobalFoundries, PsiQuantum (private).
Still only a letter of intent: IBM, Atom Computing (private), Infleqtion, Diraq (private).

Never in the programme at all: QUBT, LAES, ARQQ, HQ.

⚠️ A letter of intent is not money in the bank. Most of this programme is still paper. Size every one of these for total loss. Basket over single bet. Not financial advice.

[Frontier Signal @FrontierSignalX]

Constellation $CEG update:

On Sept 9 it agreed to buy the Rhode Island State Energy Center from Shell @Shell for 715 million dollars.

609 megawatts of natural gas, not nuclear.

This is owning more energy, in a cheaper form.

[Constellation @ConstellationEG]

As we strengthen our ability to serve customers and support reliability, we're announcing a deal to acquire the Rhode Island State Energy Center, a 609-MW combined-cycle electric generation facility with a key role in powering New England. More info ↙️
https://t.co/WcT2G93pq6

[Frontier Signal @FrontierSignalX]

Go deeper? My new Substack breaks it down 🧐

https://t.co/l0J23QAm8j

[Frontier Signal @FrontierSignalX]

Everyone is buying the AI chipmakers.

Almost nobody is buying the company that TESTS their gear before it ships.

🧩 Viavi $VIAV is the arms dealer to the arms dealers.

Every chip has to be validated before it ships.

So it taxes the whole AI buildout and never picks a winner.

Revenue just grew 52% in a quarter. Operating margin hit 24%.

A regulator just handed it ~40% of the AI data-center test market.

⚠️ The catch: testing is LUMPY, and a capex pause hits it fast.

SELL SHOVELS TO EVERY MINER, NOT JUST THE WINNING ONE.

Full breakdown on my Substack 👇

$VIAV @ViaviSolutions