Brown Hole Capital

Portfolio Allocation: 40% $RKLB, 20% $TSLA, 8% BTC, 4% $PLTR, 6% $AMZN, 5% $KRKNF, 5% $INFQ

Optimist investor. Speculating on the future

[Brown Hole Capital @RidetheWave10]

@GrindeOptions $INFQ

[Brown Hole Capital @RidetheWave10]

@miscomputate @Chris76985971 So many people still don't take the time to understand what INFQ does. They hear Quantum and immediately give up on trying to understand the value. Can't wait to see the technology evolve and become more mainstream

[Mason @miscomputate]

$INFQ Wow.

Infleqtion is literally presenting the Infleqtion Quantum Congressional Dinner at the Capitol Hill Club in Washington, D.C.

September 20-23: exact date TBD

And look at the positioning:

National security. Scientific discovery. Advanced sensing. Space systems.

This is not just another quantum conference booth. This is Infleqtion putting its name directly in front of lawmakers and policy leaders while Washington is accelerating the national quantum agenda.

Wall Street keeps reducing this company to a 30 vs 96 logical qubit debate.

Meanwhile, Infleqtion is positioning itself inside the actual U.S. quantum policy and national security apparatus.

Not a contract. Not an official selection.

But this is absolutely not nothing.

https://t.co/zqSFiDii7B

[Brown Hole Capital @RidetheWave10]

@GrindeOptions Seattle Harbor. The cities sweatiest Chinese food. Enjoy

[Brown Hole Capital @RidetheWave10]

@DIU_x This is probably nothing

[Brown Hole Capital @RidetheWave10]

@KevInvestingYT smart play

[Lance Teren @LanceTeren]

I’ve been telling you non stop on $INFQ

I hope you listened! But it’s only just begun.

[Brown Hole Capital @RidetheWave10]

@The_GreenSeeker Holy after market

[Brown Hole Capital @RidetheWave10]

@jonathankjones Here comes a tidal wave of capital!!! Retail flood gates opening 🚨🚨🚨

[The Independent @jonathankjones]

$INFQ

[Brown Hole Capital @RidetheWave10]

@ochocinco Welcome Chad

[Mason @miscomputate]

$INFQ Hashtag “special sauce”

Best CEO face in quantum.

Only Matthew Kinsella 🫡

[Brown Hole Capital @RidetheWave10]

@GrindeOptions The energy business is massively slept on. They have megapacks providing power to data centers in Hillsboro, Oregon. Very few report on this side of the business. We are in a massive energy bottleneck 🚀🚀

[Brown Hole Capital @RidetheWave10]

@GrindeOptions Ass

[Brown Hole Capital @RidetheWave10]

@optionscjp As I dedicated reply guy investor, I love posts like these. Love the upcoming timeline 💪🙌

[Options selling with Christian @optionscjp]

$KRKNF Kraken Robotics is one of my favorite plays in the stock market right now, and should do really well heading into Anduril's eventual IPO.

Here is a full catalyst list of every important date the company has upcoming over the next 6-12 months.

• June 16–17 — Global Offshore Wind conference

• June 24 — Annual shareholder meeting

• Late June / end of Q2 — Expected closing of the $615M Covelya acquisition

• At Covelya closing — Updated combined 2026 revenue + EBITDA guidance

• At Covelya closing — $402.5M of subscription receipts convert into common shares

�� July 2026 — Anduril is expected to complete its U.S. Navy CAMP Dive-XL demonstration

• Before July 7 — UK expected to publish its new defence investment plan

• July 7–8 — NATO Summit; potential new maritime, autonomous systems + subsea security spending commitments

• August 19–20 — DALO Industry Days in Denmark

• Late August — Q2 earnings + first major update following the expected Covelya closing

• H2 2026 — New battery manufacturing capacity ramp and delivery execution

• H2 2026 — Potential new sonar, battery, KATFISH and defence contract announcements

• Q4 2026 — EU smart-cable and submarine cable-security funding decisions

• November — Q3 earnings + first fuller look at Covelya integration and combined financial performance

• December 31 — Final acquisition financing backstop if the Covelya deal is somehow still not completed

Ongoing narrative:

• Covelya integration + synergy upside vs dilution/debt risk

• NATO rearmament and critical underwater infrastructure spending

• Anduril/Ghost Shark production exposure

• Second-half weighted revenue creates major execution upside/risk

• Kraken evolving from a small sonar supplier into a global subsea defence platform

[Options selling with Christian @optionscjp]

Met a guy the other day that used to work sort of higher up for Anduril

We got to talking about investing and I mentioned $KRKNF is one of my favorite Anduril proxy plays

The head nod and smile spoke a thousand words

I won’t be selling my shares anytime soon

[Brown Hole Capital @RidetheWave10]

@optionscjp $KRKNF

[Brown Hole Capital @RidetheWave10]

@grassosteve Our guy! Let's go Steve

[Brown Hole Capital @RidetheWave10]

@_FinalFortune @RJCcapital Still so early