Tryambaka

[Investor Denis @InvestorDenis]

Just found new evidence the US government is dead serious about developing quantum technologies.

US research is funded partly through the National Science Foundation (NSF). If your grant application is approved, you receive money.

The NSF launched an initiative called NSF X-Labs two months ago. The goal of the initiative is to fund teams of researchers, engineers, and entrepreneurs to solve specific scientific challenges.

The funding available is $1,5 billion over the next decade.

The first round of X-Labs couldn’t have been more explicit. It invited proposals on two topics:

1/ Scientific instrumentation for sensing and imaging (deadline for grant applications: July 13)

2/ Quantum systems: Interconnects and integrated photonics (deadline July 20)

The initiative resonates with

1/ the $2 billion direct equity investment into nine quantum companies in May

2/ the Executive Orders on quantum in June that look to find companies capable of providing these technologies, e.g. $INFQ and $IONQ.

It’s hard not to be bullish on a technology pushed by the US government.

[Vancouver Island Guy 🌊 @VanIsleInvestor]

$MDA MDA Space

[QNX News @QNX_News]

How is QNX driving growth for BlackBerry?
In this @CNBC interview, CEO John Giamatteo discusses how QNX, now powering 275+ million vehicles worldwide, is expanding beyond automotive into robotics, medical devices, and industrial automation.
🎥 Watch the interview. https://t.co/0NlZLeTflj

[McNallie Money @McnallieM]

⚡ @keelinfra_ advances Sherbrooke project — City approves 96 MW power transfer and land purchase for Québec data center ⚡

⚡ 96 MW consolidated into one campus — City of Sherbrooke approved a Hydro-Sherbrooke agreement to combine power from three existing Bitcoin mining sites; now pending Québec MEIE review

⚡ BTC-to-HPC/AI recategorization approved — 96 MW use recategorized from Bitcoin mining to HPC/AI, converting existing capacity toward higher-value workloads

⚡ No additional power requested — maximizes existing electrical infrastructure, aligning with Québec's current energy priorities to keep the project moving

⚡ Land purchase agreement signed — parcel ~100 miles east of Montréal, subject to inspections and municipal approvals, expected to close Q1 2027

⚡ One of Québec's largest DC projects — reinforces $KEEL 's long-standing Québec presence within its 2.2 GW North American pipeline

[Mike M @MintzerMiguel]

$KEEL Sharon

"City council during Wednesday night's regular monthly meeting also passed two resolutions approving the final land development plans for the two future data centers to be built by Keel Infrastructure."

https://t.co/zfWIywsO2Q

https://t.co/jFVQ7FWizx

[saso capital @saso_capital]

$MDA is the most mispriced name in space right now.

And that's only half the story.

The whole sector got sold off as a basket, $RKLB, $FLY, $LUNR, $ASTS, $MDA all lumped together as unprofitable space stocks. The market is punishing it for the sins of its peers. That's the opportunity.

But MDA doesn't belong in that basket.

It's already profitable: Q1'26 did $464M revenue (+32% YoY), $91M adj. EBITDA, $3.7B backlog, $40B pipeline. The others trade at 80x+ revenue with negative EBITDA and no clear path to earnings.

MDA trades at ~30x forward earnings on real cash flow.

And here's what's being completely overlooked and the rerate catalyst:

MDA CHORUS 🛰️

It's the world's first commercial dual-band radar constellation: pairs a broad-area C-band SAR (700km swath) with a trailing high-res X-band SAR (sub-metre spotlight).

That enables "tip-and-cue", the wide sensor spots something, the high-res sensor zooms in on it, day or night, through any weather. Nobody else has this commercially.

Why it's a game changer for the stock:

→ MDA historically built satellites for other people's constellations (Telesat, Globalstar, Canadarm3). Great business, but lumpy project revenue.

→ CHORUS is the first constellation they own. Recurring, margin-rich revenue from data subscriptions, AI change detection, and maritime/defense analytics. Not one-off hardware. Annuity streams.

They've already locked 9 contracts + 32 LOIs across defense, energy, and environmental, before it even launches (late 2026, Falcon 9).

You're getting a profitable prime contractor at a reasonable multiple, and a free call option on a recurring-revenue data business that re-rates the entire company.

[Investor Denis @InvestorDenis]

Good news for $INFQ.

Neutral atoms require less overhead than e.g. superconducting qubits, which makes it easier to encode logical qubits.

There are still two challenges:

1/ Even computers based on neutral atoms aren’t commercially useful as hundreds of logical qubits are required for that. $INFQ has 12 currently.

2/ They have slow gate speeds, which means you have to wait long for the computations.

The quantum company Oratomic is developing a new approach to quantum error correction. The idea is to shift physical qubits using lasers in the middle of the computation.

A theoretical demo was provided for Shor’s algorithm, a benchmark for quantum computation.

An arXiv paper from March claims that Shor's algorithm could theoretically run with 10,000 neutral-atom qubits.

That’s far below the millions of physical qubits often estimated for cryptography.

Why is this good news for $INFQ?

It contributed to a recent $300 million investment in Oratomic.

If Oratomic’s architecture is feasible, it could improve $INFQ's commercial outlook (whose computers also use neutral atoms).

[⚛️ Quant(um) ⚛️ @MyQuant_um]

Yep this is gunna be a long term play, they have said many many times their computers will not truly be useful till 2028, in the mean time sensing, rf, timing, ect will be the things to keep note of and of course compute milestones continuing to be hit, but if your a trader well then i wish you all the best. But many manyyyy catalyst over the next couple months are coming which will bring gov revenues, partnership, collaboration and so on. Wish everyone the best whether investing or trading 🙌🏼

[Infleqtion @infleqtion]

Quantum is moving from science fiction to national strategy.

Infleqtion CEO Matt Kinsella joined @cheddar to discuss what the recent U.S. quantum executive order means, where quantum will have its first real-world impact, and why the race to deploy this technology is already underway.

Watch: https://t.co/de8Jx5HvdX

[Kan & B @KanKanandB]

went back into the USPTO and Canadian patent databases for another deep dive on $BB.

BlackBerry isn’t patenting features. It’s patenting the entire middleware stack for the software-defined vehicle — from the antenna, to the data pipeline, to biometric personalization.

The patents underneath the patents 👇 No Paywall/No Subscription Required

https://t.co/rCRMsmKWXE

#BB #QNX #SDV #PhysicalAI #investing #smallcap #stocks #FinX

[Lance Teren @LanceTeren]

$INFQ Wall Streets lowest PT incurs 122% upside.

I continue to sit on my hands and hold for years.

[matthew sigel, recovering CFA @matthew_sigel]

$KEEL gets city approval to consolidate 3 BTC mining sites into a single 96 MW AI/HPC campus in Sherbrooke, Québec, plus a land purchase agreement ~100 miles east of Montreal (reported~$2.2M CAD)

Details:
>No new power requested; recategorizing existing hydro allocation from BTC to AI (which matters in Québec where new data center customers now face ~13¢/kWh (vs. legacy ~6.5¢). That rate protection could be a meaningful cost moat.
>96 MW critical IT (after PUE haircut ~67-70 MW) at market colocation rates could support $150M/annual revenue, material for $KEEL (2026E revenue = $116M)
>Still needs MEIE (Quebec Ministry of Economy) sign-off, not a done deal
>Sherbrooke was NOT in KEEL's stated 2026 lease priority (that's Panther Creek, Sharon, Moses Lake) so this is incremental pipeline optionality
>Land closes Q1 2027 subject to inspections/municipal approvals

[Alex @alexdbanks]

Desjardins raises $MDA.TO ( $MDA ) price target to $72 CAD implying a 52% upside from here while maintaining Buy rating.

Benoit Poirier on the $920 million CAD CLS acquisition:

- Materially accelerates international expansion
- Downstream vertical integration + revenue synergies around MDA CHORUS
- Adds recurring cash flow --> derisks the growth story

Street average now sits at $70.62 CAD (48% upside)

[Kan & B @KanKanandB]

Thursday: The Patents Underneath the Patents — 27 new filings, six verticals, one honest answer on post-quantum and $BB

Don’t miss this article dropping tomorrow morning pre market around 8:00 A.M. EST another deep dive!

#BB #QNX #investing #smallcap #longterminvesting #NFA #DYDD #FinX

[scorpion2026 @Mdubuc2026]

$KEEL hired Kelsey Wright as VP of Project Controls.

After 8 years at Turner & Townsend — a firm that works directly with major hyperscalers on data center construction programs — he’s moving to the owner/developer side.

Project Controls is an execution-focused role (cost control, scheduling, and contractor oversight).

Bringing in someone with this background is a strong signal that Keel is preparing for active construction.

$KEEL
#DataCenter #AI #Infrastructure

[⚛️ Quant(um) ⚛️ @MyQuant_um]

I feel like they are spelling it out for us!! Next couple months I expect many contracts, partnerships and government programs to be announced with funding for $INFQ per the executive orders, NSF programs (in which their are 2-3) Department of commerce, dod, army, ect, not to mention we can assume congress will vote on reinstating the quantum initiative act by years end or possible before the recess 🙌🏼

[McNallie Money @McnallieM]

⚡ @keelinfra_ Infrastructure clears first hurdle for Sherbrooke data center — Quebec expansion advances ⚡

⚡ Initial municipal approval granted — Sherbrooke elected officials gave a first green light to Keel's proposed data center on a wooded industrial boulevard site

⚡ Six-month window to file — $KEEL must submit a complete use application to the city for construction and operation of the facility

⚡ Quebec footprint expands — adds to Keel's Pennsylvania and Washington sites within its 2.2 GW North American development pipeline

⚡ Early-stage permitting — first procedural step, not a final approval; the full application and subsequent municipal review still ahead

[scorpion2026 @Mdubuc2026]

Massive news for $KEEL

Sherbrooke (Quebec) just approved the first steps for a major AI data center by $KEEL

https://t.co/1zJlYFSNgL

[TrendSpider @TrendSpider]

Morgan Stanley now expects hyperscaler capex to grow to $1.4T in 2028, up from $426B in 2025.

[Investor Denis @InvestorDenis]

$INFQ CEO Matt Kinsella says their strategy is to deploy sensors first and develop quantum computers second.

This strategy aligns with the Executive Orders from June.

The Order on quantum innovation said explicitly:

“Within 60 days of the date of this order, the Secretary of War shall identify at least three next-generation quantum sensor projects to prioritize in order to field these sensors by September 30, 2028”

A few details to note:

1/ $INFQ raised capital and became public earlier this year.

2/ Matt attended the Oval Office signing of the executive orders.

3/ $INFQ is already selling sensors to NASA for GPS independent navigation.

This is all indirect but my hunch is that $INFQ will be selected for quantum sensor projects.