ZP_RP

Investor chasing the dream.
$PLTR $IONQ $ONDS $RKLB
Tech | Science | Quantum | Philosophy | Cosmos

[ZP_RP @ZP_RP95]

$IONQ

[Rick @Rick101284]

$IONQ Impressive how many commercial / academic quantum research centers IonQ is building:

1. Tennessee Quantum Communications Research Center launched in collaboration with EPB focused on Quantum Memory and Energy

2. Deeptech-bio-lab launched with CCRM focused on health care and life science.

3. Aerospace / Quantum Center in Italy with Magnaghi Aeronautica focused on materials simulation, structural optimization, configuration analysis, design and verification of complex systems

4. IonQ Center for Engineering and Science launched with University of Chicago

5. IonQ Innovation Centre for Quantum Technology Commercialization launched with University of Cambridge

6. *Occam Foundry, A Quantum Technology Campus in Austin (IonQ not a confirmed partner yet but im confident they will be heavily involved here).

While everyone else is focused solely on internal roadmaps, IonQ is building an industry. No one doing more to advance quantum.

[ZP_RP @ZP_RP95]

💯

[Hanna353 @HannaSuds]

$IONQ The ability to enhance the human condition … these are not simply words or sentiment most @IonQ_Inc investors embrace but one IonQ’s leadership embraces, beginning with @NiccoloDeMasi. It’s in the quote “Ownership is a leadership question” that we see that IonQ’s Chairman made powerful strategic decisions, many based on the greater good to enhance the human condition, that caused IonQ to design, create and nurture The Full Stack. And it’s here in this multidimensional platform that the mechanical engine powered by the spirt is found.

Hey everyone - we’re in really good shape. I hope everyone has a great weekend.

I hope to catch up on all correspondences this weekend.

[ZP_RP @ZP_RP95]

$PLTR

[Chad Wahlquist @chadwahl]

I think 90% of the conversations I am having with executives in the last two weeks they have told me they are reducing spend on tokens and moving to open weight models.

[TechInnovation @TechInnovationz]

$IONQ IonQ just hired a Chief Revenue Officer for space alone.

Nate Dickerman started this month. He was CCO at Planet Labs, where he took satellite data bookings from $25M to $200M and ran commercial readiness through the 2021 IPO. Then CRO at Ouster, 80% revenue growth on LiDAR.

IonQ's space arrived by acquisition. Capella, Skyloom, Vector Atomic. It read like a shopping list.

You do not give a shopping list its own revenue chief.

#IonQ #Quantum #Space

[ZP_RP @ZP_RP95]

$IONQ ⤵️

[Hanna353 @HannaSuds]

$IONQ IonQ is expanding its European leadership in quantum technologies through a strategic partnership with Magnaghi Aeronautica, supporting the Italian company’s €70 million investment plan over 36 months to advance aeronautics via new technologies, research, development, training, and digitalization under the project named Tasca. The initiative aims to double Magnaghi’s turnover from €250 million in 2025 to around €500 million by 2030 while creating 40-60 new jobs across the group, with a central role assigned to the Salver plant in Brindisi that specializes in composite structures, landing systems, and precision components for aircraft and helicopters, including parts for the Airbus A220. The plan includes establishing a quantum computing competence center spanning Naples and Brindisi in collaboration with IonQ Italia to enable advanced simulations for materials, structural optimization, and aerospace system design, positioning Brindisi as a key node in a broader aerospace innovation ecosystem that connects manufacturing with high-intensity knowledge technologies. IonQ is expanding its role in space through its Capella division, which recently secured a National Reconnaissance Office contract to deliver synthetic aperture radar imagery and data services supporting U.S. national security missions. This partnership with Magnaghi further strengthens the US-Italy allied collaboration on quantum technologies for aerospace and defense, advancing secure quantum networking, sensing, and resilient computing systems critical to shared national security interests. As the world’s leading full-stack quantum platform company, IonQ is uniquely positioned to integrate computing, networking, sensing, and space infrastructure that deliver both commercial aerospace breakthroughs and enhanced capabilities for allied defense applications.

Thanks @Rick101284 for the initial share!

[ZP_RP @ZP_RP95]

@commonsenseplay @TheWokeBull1 That’s simply incorrect. IonQ reported 132% YoY organic revenue growth in Q2 2026, with quantum computing driving the largest share of that growth. Management is guiding for roughly 100% organic growth for FY2026 driven by Tempo system deployments and increasing cloud usage.

[ZP_RP @ZP_RP95]

@JGrayJets I believe AI (Agentic AI) will only be truly disruptive with quantum.

[ZP_RP @ZP_RP95]

Agree 💯
As a early $PLTR investor i can see alot of similarities in they way $IONQ is preparing it self to be a infrastructure company.
Absolute brilliant management from @NiccoloDeMasi and @IonQ_Inc team.

[Investify Daily @InvestifyDaily]

$IONQ and $PLTR share a clear thematic parallel as specialized platform companies building for national security and commercial dual-use applications.

$IONQ in Quantum $PLTR in Software AI

Both started with deep U.S. government and defense relationships as a foundation, then expanded into broader ecosystems while maintaining high-trust, mission-critical positioning. $PLTR established the software model years earlier; $IONQ is executing a similar strategy in quantum.

$IONQ operates as a frontier quantum platform still in early hyper-growth, assembling computing, networking, sensing, security, and manufacturing capabilities.

$PLTR functions as a scaled AI software platform with proven enterprise and defense traction. Both emphasize government contracts, relationships and partnerships that create durable revenue visibility and competitive barriers.

What really stands out for both is their significance in two significant sectors for the U.S. defense specifically in AI and Quantum. Both companies have strategic relationships with the DoW, the White House, and multiple agencies. The fact they are partnering with U.S. partner nations is significant as well.

Execution styles differ in method but align in relationship focus. $IONQ has pursued aggressive M&A and partnerships in 2025-2026 to accelerate its full-stack platform, including the $1.8 billion SkyWater Technology deal for U.S. manufacturing, MOUs with Sandia National Laboratories and Anduril for national security quantum applications, and DARPA awards.

$PLTR has grown primarily through organic platform innovation, deep multi-year contracts such as Army enterprise agreements, Maven expansions, and commercial acceleration with top-tier accounts.
Revenue profiles reflect their stages.

$IONQ continues to post triple-digit percentage growth from a lower base as it commercializes and integrates acquisitions. $PLTR delivers high double-digit growth at far larger scale with strong visibility and Rule of 40+ characteristics. The shared emphasis on government ecosystem relationships remains the strongest link between the two.

The comparison holds as a high-level framework for investors tracking successive waves of platform technology. $IONQ is compressing timelines through inorganic moves in a way $PLTR did not require at equivalent maturity, while both prioritize dual-use national security positioning. Differences in scale, profitability, and technical risk remain, but the parallel in how each builds government and commercial traction is real.

[ZP_RP @ZP_RP95]

@avgvalueinvest This also shows great confidence from the $IONQ team.👊

[ZP_RP @ZP_RP95]

$IONQ

[Hanna353 @HannaSuds]

$IONQ For as much as I know about IonQ and the market they serve, over the last five very intense days, the depth of my understandings changed in a very meaningful and optimistic way. Over the years the research I have led caused me to be a significant shareholder personally and institutionally; however, as of today, with all I have learned and the incredible opportunities sitting within easy grasp of the company's reach, I feel as if I am significantly - and I do mean significantly - more optimistic than ever before. Congratulations @IonQ_Inc on the CMC Microsystems announcement . . . but what I am seeing is something so much bigger and substantially more meaningful.

[ZP_RP @ZP_RP95]

@jrouldz Don't forget quantum doc. 😉

[AvgValueInvestor @avgvalueinvest]

Happy Monday everyone! Let's hope for a great week.

Took me a while to read through @HannaSuds latest report and of course for $IONQ investors it is a must read as we approach Investor Day in less than a month.

As an IonQ investor you should know what you own.

- Full stack vertically integrated company operating in the following:
- Compute
- Networking
- Sensing
- Space
- Security
- Manufacturing (owner of SkyWater)
- Electronic Qubit Control - shift from laser based to microwave/electronic gates
- Walking Cat - progress towards fault tolerant architecture
- 256 system expected to be unveiled this year with commissioning early 2027
- Key recent milestones:
- SkyWater
- DARPA clocks
- NRO Capella
- Sandia
- EPB quantum memory
- So many others
- The relationship with the government:
- DARPA
- NRO
-AFRL
- Others
- 25% of revenue is multi product revenue from customers

The article is a must read because investor day will most likely be a platform event. It will not be some routine update.

IonQ is not only doing all the above but posting stellar earnings. If you haven't checked out the Q2 report make sure you. Growing revenues while keeping cash burn minimal. The team is hitting on all cylinders right now.

Thank you Hanna and team!!!

[ZP_RP @ZP_RP95]

$PLTR

[Jawwwn @jawwwn_]

Palantir CEO Alex Karp on why retail investors beat the analysts:

“The average American was a lot smarter. Listened. Not bigoted. Not held down by a set of training beliefs.

“I run into people all over America, the world, people who have normal means who are now rich because of Palantir. You know who’s not rich because of Palantir? The people who read the analysts notes, and the people who wrote them.

“They’re still kinda angry because while they’re cruising in their broken down car, the person cruising next to them in their beautiful Tesla is providing actual value.

“I love that. Nothing makes me happier than looking in my minds eye than looking at the bank executive who’s living on the drip drip of some high interest loan watching some person who’s free, who didn’t go to an elite school but knew enough—probably because they didn’t go to an elite school—to buy Palantir.”

Via @YahooFinance @joshuahlipton

[ZP_RP @ZP_RP95]

$ONDS ‼️⤵️

[zerohedge @zerohedge]

"Ballpark To Battlefield": Ondas' M&A Blitz Builds Drone And Ground Robotics Empire https://t.co/gXZ021wIjK

[ZP_RP @ZP_RP95]

How to do a Fundamental analysis‼️‼️⤵️

[Dr J Rould @jrouldz]

✍️ How I decide when to enter a position:

First, I gather as much data as possible across indicators/perspectives:
• Fundamental story, long term vision, management track-record and credentials
• Financials, balance sheet, earnings reports, runway calculation if unprofitable
• broader sector and macro environment and how they relate
• comparison to other relevant tickers
• Sentiment across retail investor and pro analyst landscape
• technical chart setup

After absorbing as much information as I can across all these factors, I take my time to distill and digest all the data I've taken in (this usually requires a long walk or two). I am looking to see the stars align across datapoints.

And finally, once I feel I've really wrapped my head around the company... I go with my gut feeling from there 😁

[market(ing)man @Dboybruh]

- strong close to the week for $IONQ

finished the week above $46 , each of the previous breakouts above this level took us top of this falling wedge.

i could see this going to 54 and then $65

investor day coming up september 8 buckle up 👀

[ZP_RP @ZP_RP95]

@avgvalueinvest Can't wait for investor day!
I'm sure it will be epic 👊
And I miss the cocky smile of Chris Ballance 🤣

[ZP_RP @ZP_RP95]

$IONQ $ONDS Agreed 100%!!! Both companies have solid management. Short-term volatility will be irrelevant compared to what the future will bring.

[Dr J Rould @jrouldz]

✍️ Contemplating similarity between $ONDS and $IONQ

• Both companies had massive hype-based runs on share price
• Both companies used their new price levels to raise capital and fund acquisition sprees via mass dilution

IonQ acquired 9 companies over 2 years, and now find themselves with more cash on hand than they had TOTAL MARKET CAP when they started

Ondas has acquired 12 companies, and find themselves now with more cash on hand than they had TOTAL MARKET CAP when they started

if you run a public, early stage hypergrowth company, and your share price increases 10 fold, raising capital is JUST GOOD BUSINESS SENSE. It would be dumb not to. (both Ondas and IonQ shares have 10x'd since 2023) Dilution is not inherently bad, it is all about HOW the dilution is used.

In the case of acquisition sprees, bears usually argue along the lines of "this is just buying revenue to mask poor organic operations"

But bulls see an attempt at a vertically integrated company far greater than the original could ever have been on their own. Surely we have all heard about a whole being greater than the sum of parts?

Are they just buying revenue, or are they buying intellectual property, customers, cash flows, talent, manufacturing capacity (entire businesses) that will ultimately synergize with their own? IonQ even noted at their last earnings call that 60% of revenue is already coming from customers who purchase more than one product. Cross-sell across acquired platforms is *already happening*.

Large scale integrations are not easy tasks (luckily these companies are extremely well capitalized with inflows of top talent!). But once the kinks are worked out, if done well, the result is synergy. IonQ for example is expecting a sharp decrease in time between chip iteration cycles thanks to the Skywater Foundry acquisition.

Ondas meanwhile is transitioning from simply "drone company" to "integrated autonomy & defense contractor" via acquisitions.

I would think the upside potential of becoming a much larger, vertically integrated company with a fortress balance sheet is obvious.

So I have to think bears are applying some level of cognitive dissonance when they suggest companies like these are just "buying inorganic revenue" without seeing the [very obvious] bigger picture 🤔

Execution risk is real of course, as I mentioned large-scale integrations are no easy task. As always, time + price action will ultimately set the record straight 🤝

(I am long on both of these)