Jupiterian

Quantum Disruptor $INFQ, High Quality Neo Cloud Provider $BRUN, A New AI Bottleneck Solver Emerging from a SPAC ($ATII / $ATIIW)

[Jupiterian @Jupiterian_Tech]

@LanceTeren Added logical qubit chart in comparison

[The Quantum Bull @QuantumBullHQ]

Quantinuum just dropped this video, right before their IPO.
It has only 600 views.
The company is a monster. I like everything I see. Amazing presentation, compelling technology (all-to-all qubit connectivity).

The quantum market is growing stronger by the day.

$INFQ $IBM $QBTS $IONQ $QNT

https://t.co/Qq9r3s5gBG

[Jupiterian @Jupiterian_Tech]

@saso_capital https://t.co/sSH7374Ul9

We expect to issue additional share capital in the future that will result in dilution to all other shareholders.

We also intend to raise capital through equity financings shortly after the consummation of the Business Combination and in the future.

[Jupiterian @Jupiterian_Tech]

@miscomputate Fault Tolerance Logical Qubits Race

[Jupiterian @Jupiterian_Tech]

@TheValueist Here is why 15.6B valuation for $QNT IPO

[Jupiterian @Jupiterian_Tech]

@StockSavvyShay @PolymarketMoney Comparison between 4 public quantum companies which received 100m investment from US government.

This comparison doesn’t mean $INFQ should have 15.6B MC like $QNT but it shouldn’t be 3.8B MC with highest revenue among them, 9.5m in Q1 2026.

[Jupiterian @Jupiterian_Tech]

@mkfilko The actual issue would be upcoming dilution and not lock up

[Jupiterian @Jupiterian_Tech]

@StockSavvyShay Very interesting, how will $QNT end up tomorrow.

If this is true, $INFQ is massively undervalued and mispriced.

[Jupiterian @Jupiterian_Tech]

$DGXX has massive upside potential, the deal with $CBRS is interesting and planning to add NVIDIA Vera Rubin GPU.

[StocksDaily @StocksDaily]

$DGXX Digi Power X committed $35M to purchase NVIDIA Vera Rubin systems — the next-generation rack-scale platform succeeding Blackwell, pairing Rubin GPUs with 288GB HBM4 memory. Deployment targeted Q1 2027.
Key operational updates:
NeoCloudz GPU-as-a-Service live since May 15 — first AI revenues recognized in May 2026
Phase 1 data center campus (15 MW) on track for December 15, 2026
Grid interconnection finalized, all long-lead equipment secured
$150M cash on hand as of today, $65M already deployed into Alabama site
Project-level debt financing being arranged — non-dilutive
Strong balance sheet backing a real buildout with live revenue. One to watch in AI infrastructure.
Not financial advice.

[Jupiterian @Jupiterian_Tech]

Trying to stay ahead of the curve!

Luckily, had a chance to read a bout NTN technology in 2023 which led to $ASTS discovery in early 2024.

Then, thought that Quantum computing era will be arrived in near future so bought $IONQ $QBTS $RGTI in 2024.

Now, it is the time for Quantum Sensing so own $INFQ, a global leader with full stack sensing platform including Atomic clock, Inertial Navigation and Quantum Spectrum.

$IBM $MSFT $GOOG $GFS $NVDA

[Jupiterian @Jupiterian_Tech]

Looking back to my multibagger trades today.

The most profitable trade is $ASTS so far, bought at 2, 2.3, 3 and 4 in 2024 .

In 2nd place, obviously it is Quantum trades and bought
$IONQ at 7.3, 7.7
$QBTS at 1.05
$RGTI at 0.85, 0.93, 1.2

Anyway, I have sold them all now😃 .

[Jupiterian @Jupiterian_Tech]

@moninvestor At the moment, $INFQ is the best in fundamental (Quantum HW + Software + Sensing) and has better risk and reward ratio than other quantum stocks.

[Jupiterian @Jupiterian_Tech]

This is exactly pointing to @infleqtion $INFQ $GOOG

“My conclusion? The tech is real, very real. Even Google recently decided to start a neutral atom lab, a notable pivot from their sole focus on superconducting qubits. If you care about qday, i.e. the day a quantum computer will break the first piece of cryptography in production, neutral atoms demand your attention. I shared some of my learnings on Shor and neutral atoms in a 30min talk at the ZKProof cryptography conference. You can find it on YouTube by searching "zkproof neutral atom".

[Justin Drake @drakefjustin]

Today a crazy quantum story just got wilder.

On March 31, the Google Quantum AI team published a landmark result on Shor's algorithm for elliptic curve cryptography. Technically, the paper was a bombshell: a dramatic 10x improvement over the state-of-the-art. As a stunt and wakeup call to the blockchain space, those optimisations were illustrated on secp256k1, the elliptic curve underlying Bitcoin and Ethereum signatures.

But perhaps the most striking part of the paper was sociological, not technical. Instead of following standard academic process, the optimisations were kept secret, hidden behind a zero-knowledge (ZK) proof. Google's accompanying blog post mentions they "engaged with the U.S. government". The ZK proof demonstrates the existence of algorithmic improvements without leaking details. Academic censorship with ZK, a historic first!

As a co-author of the Google paper I witnessed some of the context surrounding this censorship. To be honest, multiple aspects of that context don't sit well with me. As much as I believe the general public ought to know more, I am limited in my ability to whistleblow. Though let me be clear about one thing: the Google team's professionalism has been absolutely exemplary, and they deserve nothing but praise.

Censorship has a way of backfiring. The Streisand effect, where an attempt to bury something only draws more attention to it, is exactly what's unfolding today. First, Google's key optimisation has been rediscovered by the French. And in a thrilling turn of events, a collaborative Shor-at-home challenge just launched. The initiative, available at ecdsa[.]fail, breached a new Shor world record in a matter of hours.

Let's start with the rediscovery. Just two months after Google's paper, French quantum expert André Schrottenloher cracks the main secret optimisation. His paper, titled "Optimized Point Addition Circuits for Elliptic Curve Discrete Logarithms", landed on the arXiv today. Big congrats to André, who beat several other nerdsnipped experts to it. In a blog post also published today, Craig Gidney, the world expert on Shor optimisations, revealed that he'd been sitting on this very optimisation for a whole year under censorship pressure.

Interestingly, André missed a handful of minor optimisations, both from Google's original publication and from improvements found since. It's plausible there's still plenty of juice left to squeeze out of Shor, and this is exactly what the ecdsa[.]fail challenge is about. The verifier program developed for the ZK proof does double duty, automatically filtering for valid submissions. Dozens of compounding small and micro improvements are rolling in. As of the time of writing there's an 8.4% improvement to Google's circuit, as measured by the product of logical qubit count and Toffoli gate count. Nice!

The nerdsnipping ran deeper than anyone expected. Over the last few weeks it became clear it extended well beyond André and other quantum experts. Behind the scenes, a small army of amateurs quietly got to work. Inspired by Karpathy-style autoresearch, they turned AI on Shor. Ironically, the verifier program for the ZK proof makes an ideal reward function for AIs. The barrier to entry for this modern style of research is refreshingly low, with several non-experts, even a teenager, finding nice optimisations. Get in touch if you'd like to join a Telegram group with fellow autoresearchers :)

Part 2: neutral atoms and qday

The story doesn't end with Google. On the same day Google went public, a stealthy startup called Oratomic published its own Shor paper in a coordinated release. It made a splash, ultimately becoming the most upvoted paper on scirate[.]com, a website ranking arXiv papers.

Oratomic's claim was wild. By building on Google's logical optimisations and applying custom physical optimisations for neutral atoms, they claimed just 10K physical qubits were sufficient to run Shor's algorithm on secp256k1. That number is mind-bogglingly low.

Knowing essentially nothing about neutral atoms when Oratomic's paper landed, I was intrigued and decided to learn more about the tech. I fell straight down the rabbit hole and spent a couple hundred hours on the topic. I got a little obsessed and watched every YouTube video I could find and spoke to a bunch of experts.

My conclusion? The tech is real, very real. Even Google recently decided to start a neutral atom lab, a notable pivot from their sole focus on superconducting qubits. If you care about qday, i.e. the day a quantum computer will break the first piece of cryptography in production, neutral atoms demand your attention. I shared some of my learnings on Shor and neutral atoms in a 30min talk at the ZKProof cryptography conference. You can find it on YouTube by searching "zkproof neutral atom".

Here's an interesting observation about this duo of breakthrough papers: neither Google nor Oratomic say a word about what their results mean for qday. No timelines. Zero. Nada. That is especially baffling given that the whole point of whitehat quantum cryptanalysis is to inform qday estimations and help the general public make good decisions.

So let me attempt to partially fill the silence, similarly to what Scott Aaronson did in his April 29 post. Given everything I know, including scary non-public information, I now put the odds of qday by 2032 at 50%. 10% by 2030.

Anecdotally, the US government has its own date: 2035. Originating at the NSA and later adopted by NIST, it's when branches of the US government will be disallowed from using quantum-vulnerable cryptography. In plain language: with hindsight, that date is a joke and should be discounted entirely. I don't see how NIST avoids being forced to pull it forward by years.

Part 3: post-quantum cryptography

There are good reasons to sound the alarm today, but please do not panic. Rushing carelessly towards immature post-quantum cryptography is a recipe for disaster. IMO a good target date for migration is 2029, roughly 3.5 years out. 2029 happens to be the date selected by Google, Cloudflare, and the Ethereum Foundation.

These days most of my time goes to safely migrating Ethereum towards post-quantum cryptography as part of the broader lean Ethereum effort. There's a lot to do. We need to rip out and replace BLS signatures at the consensus layer, KZG commitments at the data layer, and ECDSA signatures at the execution layer.

The plan to get there is compelling, and is based on hash-based cryptography. Within the Ethereum Foundation we've developed a Swiss army knife called leanVM (github[.]com/leanEthereum/leanVM) powered by the magic of hash-based SNARKs. Thanks to truly exceptional work by Emile, Thomas, and others, its performance is derisked. Regarding security, leanVM is a jewel, a minimal zkVM crafted for end-to-end formal verification and maximum security.

Want to help? There are two $1M initiatives. First, the Proximity Prize (proximityprize[.]org). Solve a long-standing mathematical conjecture in coding theory, improve hash-based SNARKs, and go home a millionaire. Second, the Poseidon Initiative (poseidon-initiative[.]info), offers $1M for breaking Poseidon, the SNARK-friendly hash function.

[Jupiterian @Jupiterian_Tech]

@drakefjustin That’s what @infleqtion $INFQ had been doing

[Ch🅰️rtradamus 🔋 @Chartradamus]

$INFQ

Subwave 3 (of MW1) = $24
Primary Wave 3 PT = $50 🟢 Bull Case

Infleqtion is the darling of the quantum theme during this bull market leg. Deservingly so. The disconnect in valuation compared to peers is astonishing considering their fundamentals. This Primary Wave 3 is a re-rating under the surface.

With a false breakout to confirmed breakout setup during the Primary Wave 2 -> Primary Wave 3 transition, shaking out the last of the low conviction longs, $INFQ has shown no mercy since in its Minor Wave 1 of Primary Wave 3 impulse. The Subwave structure has been incredibly strong, leading me to expect Bull Case overextension in the coming months as PW3 continues.

This is just the start. Currently, I am assigning Subwave 3 of Minor Wave 1 a Base Case PT of $24. It may overextend towards ATHs before initiating Subwave 4. Time will tell. I'll be sure to inform you all when the next buying opportunity to accumulate arises, but it could be rare with signs of strong momentum building.

This week is confirming a Bollinger Band expansion on the 3D chart. This is now a squeeze play. Shorts will find themselves underwater, adding fuel to the fire.

Options flow has been extremely positive as well, as whales are consistently slamming calls on the ticker. Fun road ahead.

[Jupiterian @Jupiterian_Tech]

$MSFT topological quantum chip, Majorana 2 is ready to scale now.

Q-day is approaching faster than expected.

Be ready to capitalize quantum wave if you had missed out initial AI wave in 2023.

[Satya Nadella @satyanadella]

6/And, finally, Majorana 2. Majorana 1 proved out the physics of the topological approach, but Majorana 2 is where we start engineering at scale.

[Jupiterian @Jupiterian_Tech]

@Chris76985971 @SchwabNetwork @infleqtion It seems they don’t even know about actual leading player $INFQ

[Jupiterian @Jupiterian_Tech]

@StonkChris @jrouldz This is just the beginning for $INFQ

[Jupiterian @Jupiterian_Tech]

@MyQuant_um So cool,40+ in next 2 month is inevitable.

[The Quantum Bull @QuantumBullHQ]

BREAKING: Microsoft announces Majorana 2 chip and expects useful quantum machines by 2029

Microsoft just added another major headline to the 2029 quantum race.

Reuters reports that Microsoft unveiled its new Majorana 2 chip and says it now believes it can have commercially useful quantum machines by 2029. The chip was redesigned using AI tools for materials science, and Microsoft says a switch to lead-based materials produced a 1,000-fold improvement in some aspects of performance. (Reuters)

But there is an important caveat here too: Reuters also notes that some physicists are criticizing Microsoft for not releasing enough public data to independently verify key parts of its approach. Microsoft says trade secrets limit what it can disclose publicly, though it says it has shared data in confidential discussions with DARPA. (Reuters)

So the market now has two things to weigh at once:
1. Microsoft is getting more explicit and more confident on timing.
2. The scientific debate around reproducibility is still very much alive.

Either way, this is another sign that the biggest players in tech are not treating quantum as a 2040 story anymore. 15, 20, 30 years is sounding more and more like a wildly inaccurate prediction.

Read the article:
https://t.co/rVjx4PAhOu

$INFQ $RGTI $QBTS $IONQ $XNDU $QUBT $BBCQ $RAAQ $HQ $IBM
$BTQ $LAES $OONEF $QNC $ARQQ