Pep Invest

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[Pep Invest @Pep_Invest]

Remarkable how quickly $SIVE network is filling out:

@AyarLabs, $GFS, @imec_int, $POET, $ENAFF, @Thorlabs, $JBL, O-Net, WIN Semi, $INTC and $AMD via Xilinx.

That spans the optical stack, with more pluggable customers still unnamed.

Feels like we’re waiting for the next name to drop.

[Pep Invest @Pep_Invest]

Interesting to see the caliber of investors building positions in $INFQ

The Davis family’s S&G Foundation is currently the company’s largest reported institutional shareholder, holding roughly 11.57 million shares.

Founded by veteran investor Shelby M.C. Davis and his wife Gale, the foundation reported assets with a fair market value of approximately $4.2 billion in 2024.

BlackRock is another major holder with about 9.03 million shares, while Morgan Stanley owns roughly 3.4 million.

[Serenity @aleabitoreddit]

Decided to go long on $INFQ.

Infleqtion is a brand new Quantum Computing IPO that I've been watching.

Quantum names like:

$IONQ ($11B+) or $RGTI ($5.1B) typically command large premiums (trapped-ion/superconducting qubits).

But, Infleqtion is the first public pure-play in neutral-atom quantum computing.

While most others are speculative, Inflection already has use cases as their quantum sensing division + products like quantum optical clocks, RF receivers, and inertial sensors, are utilized by NASA and the US military.

I've been erring on the side of caution on Quantum Computing names, as Quantum especially, is not valued based on traditional P/E, P/S.

But the technology + national security risks are monumental, and foreign governments are pouring money into the space. And $INFQ seems to be head of the game.

As a result, I personally decided allocate a small percentage toward Infleqtion ( $INFQ ) as exposure to quantum computing.

[Pep Invest @Pep_Invest]

@NVIDIARobotics $AEVA is very important for $NVDA

[Pep Invest @Pep_Invest]

What stands out to me about Vickram Vathulya is that he did not join $SIVE to simply manage the existing business.

He joined at a point when @SiversSemicond already had highly differentiated technology but still needed to prove that it could turn that technology into a scalable, commercially successful product company.

His background appears particularly well suited to that challenge. With a PhD in electrical engineering and senior leadership experience at $NXPI, Maxim Integrated and Nuvotronics, he combines genuine technical understanding with years of experience building and commercializing semiconductor businesses.

Since taking over, Vathulya has made his priorities clear.

He wants to move $SIVE away from relying heavily on one-off development revenue and toward repeatable product sales and volume production.

The partnerships with $GFS, WIN Semiconductors, O-Net, $POET and $JBL fit directly into that strategy.

Instead of trying to build every capability internally, $SIVE can focus on its strongest technologies while established partners provide manufacturing scale, packaging expertise and access to larger customers.

His industry network may prove equally valuable.

His years at Maxim and NXP provide deep connections across the semiconductor, RF and communications markets, while his time leading Nuvotronics gave him direct exposure to the US satellite and defense industries.

Combined with Chairman Bami Bastani’s background at $GFS, $SIVE now has a leadership team capable of opening doors that would normally be difficult for a company of its size to reach.

I also view Vathulya’s personal ownership in $SIVE positively.

He holds several million shares and has continued to invest his own capital in the company.

Ultimately, Vathulya brings exactly what $SIVE needs at this stage: technical credibility, commercial discipline, strong industry relationships and a clear plan for scaling the business.

The financial results still have to follow, but if the announced customer programs convert into sustained volume production, his appointment could ultimately be remembered as a major turning point for $SIVE.

[SoFire @Sofigoodboy]

$SIVE CEO said,

"So as I mentioned, we want to come in as that reliable partner behind a Lumentum or a Coherent that is bringing a good solution to the market that's helping the whole ecosystem."

[Pep Invest @Pep_Invest]

@MrShorte @aleabitoreddit Yes

[Pep Invest @Pep_Invest]

@FinnStockinger Great entry prices $WYFI and $BRUN

[Pep Invest @Pep_Invest]

@SmallCapSnipa $APLD short-term noise, a great long-term investment.

[Pep Invest @Pep_Invest]

@MrShorte @aleabitoreddit Yeah, I really have to question some people's short-term memory.

[Pep Invest @Pep_Invest]

@outliercapx You deserve it.

[Pep Invest @Pep_Invest]

@3nder555 What?

[Pep Invest @Pep_Invest]

People are still valuing $INFQ like another pre-revenue quantum science project.

That is the mistake.

@infleqtion is transitioning from research and development into a full-stack commercial quantum platform spanning computing, sensing, precision timing, navigation and software.

The signals are already stacking:

→ Q2 revenue reached $13.5M, up 157% YoY

→ Growth was 100% organic and entirely from quantum

→ FY2026 revenue outlook now stands at approximately $45.1M

→ $582M in cash, securities and restricted cash with no debt

→ @NASA awarded a new $20M contract, bringing its total program investment to $40M

→ Japan’s first operational full-stack neutral-atom system is now running

→ The U.K.’s only operational 100-qubit system has already been delivered

→ $NVDA NVQLink integration connects its QPUs directly with accelerated computing

→ Targeting 30 logical qubits in 2026 and more than 100 in 2028

Most quantum companies need useful quantum computing to arrive before they can build a real business.

$INFQ is different.

Its quantum clocks, RF receivers, inertial sensors and gravity systems can generate revenue today, while the much larger computing opportunity continues developing in parallel.

That is the asymmetry.

2026 is the commercialization year.

2028 is the logical-qubit inflection.

The long-term prize is a scalable neutral-atom platform sitting at the intersection of quantum, AI, defense and space.

The market sees another speculative quantum stock.

I see one of the few public companies already converting quantum science into deployed systems, government contracts and real revenue.

The neutral-atom winner may already be hiding in plain sight.

NFA. DYOR.

[Investor Denis @InvestorDenis]

In $INFQ CEO’s words, investors underestimate the size of the market for quantum sensors.

You can judge it by Trump’s Executive Orders on quantum in June.

It mentioned quantum sensors and quantum computers in a balanced way.

Quantum sensors is the first leg of the quantum revolution. Quantum computers are the second.

Matt’s roadmap:

1/ Deploy quantum sensors in the field today (space, aircraft, submarines)

2/ Deliver commercially useful quantum computing by 2028

Quantum sensing is defense hardware in high demand now.

That’s why $INFQ raised 2026 revenue guidance from $40M to $45.1M.

[Pep Invest @Pep_Invest]

@TheBigBerbowski @InvestorMexican @Sandeman52 Well done BigB

[Pep Invest @Pep_Invest]

@athuinvests Yes.

[Pep Invest @Pep_Invest]

@InvestorDenis $INFQ so undervalued...

[Pep Invest @Pep_Invest]

@Million_Sancet $SIVE is a LONG-TERM Investment for me

[Pep Invest @Pep_Invest]

@Matrix_B0SS $SIVE Honestly, the call wasn't anywhere near as bad as the stock's performance; it was actually fairly neutral, with good news between the lines.

[Pep Invest @Pep_Invest]

@h3llcall $SIVE On my other watchlist, I’m still buying more.

I’m not letting the panic or the short sellers rattle me.

[Pep Invest @Pep_Invest]

$HQ $EOSE $ALMU Three of my positions performed well today; the rest of the market is still undecided whether it will go in a bullish or further bearish direction.

[Pep Invest @Pep_Invest]

@aliwindsor67 @Atkinso_Rowan Yes, so much upside potential from here