_us07

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

PURE-PLAY QUANTUM

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

BIG TECH

$IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here.

$GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in.

$MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era.

$AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today.

$NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of.

$INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important.

$HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard.

$BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum.

SEMICONDUCTOR & INFRASTRUCTURE

$GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows.

$MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack.

$AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system.

$TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM.

$ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production.

QUANTUM NETWORKING / OPTICAL / SECURITY

$CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there.

$NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle.

$LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined.

$AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously.

$COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

[Cuma Cevik @cevikfinance]

$NOK Nokia hakkında güzel bir video. İzleyiniz: https://t.co/fkYHW6CyaG

[_us07 @_us07]

@kerimcalender Hshshs

[_us07 @_us07]

@cevikfinance Sofi haftalık çok güzel hareket 👍

[_us07 @_us07]

@CaganT Aynen öyle, bu sefer sert düşüş zaten düşüş trendindeyken geldi. Öncekiler kadar terslik yaşanmaması gerekirdi.

[_us07 @_us07]

@borsaninizinden Orzax Ocean ExtraMag 200 mg aşırı iyi geldi bana.

[_us07 @_us07]

@cevikfinance amme hizmeti resmen, teşekkürler emeğinize :)

[_us07 @_us07]

@borsaninizinden Bu sene 2. defa çok temiz trenddi. Teşekkürler astor.

[_us07 @_us07]

@haskologlu Turkcell 4.5g superbox kullanıyordum ilçede, 5g'ye geçtikten sonra hızım 3'te 1'ine düştü. Düzelmiyor da. İptal edeceğim yakında.

[_us07 @_us07]

@buckberi İptal ettim, zaten adam gibi içerik yok.

[_us07 @_us07]

@hakki_alkan Gelen maille birlikte üyeliğimi iptal ettim.

[_us07 @_us07]

@borsaninizinden hocam ereğli ve kardemir'in haftalık muhteşem trendleri gelir mi? :)

[_us07 @_us07]

@ohiain Harika paylaşım, teşekkürler.

[_us07 @_us07]

@hirozaki2020 Puhahhaha

[_us07 @_us07]

@HekimogluOzan Çok çok teşekkür ederim 🙏🙏