LOL chat no way... Can't believe $AXTI / InP substrates really a major part of the China-US Donald Trump's trade talks with Xi?
I got this thesis completely right.
But really, Japan should start to cut off upstream machine supply like Ulvac for humanoids. And red phosphorus like Rasa/NCI to China, if they're not shipping.
And US should pressure EU to take back their their photonic monopolies like ficonTEC that Chinese companies like Robotechnik managed to buy.
Wow.
We posted this report in August.
Intel stock has now risen 407% since then.
$INTC is up another 15% today.
Congressional stock trading is still legal.
$CCCX $RGTI $IONQ $QBTS How quickly things will change soon once Infleqtion changes name merger complete and analyst coverage. Today asked Claude:
“If you had no knowledge of their current market caps or stock prices, and could only evaluate these four quantum computing companies on their technology, contracts, team, revenue, and competitive positioning how would you rank them from most valuable to least valuable: Rigetti, IonQ, D-Wave, and Infleqtion?”
Answer:
1. Infleqtion — DARPA-validated, multi-modality, real defense revenue, NVIDIA partnership, 230+ patents, strongest competitive moat
2. IonQ — Legitimate trapped-ion tech, cloud partnerships, best gate fidelity, credible roadmap
3. D-Wave — First mover in quantum annealing, ~$24M revenue, but niche approach with limited scalability to general-purpose quantum computing
4. Rigetti — Superconducting qubits competing against Google and IBM with a fraction of the resources, weakest positioning of the four.
Yet today's market caps:
Jaelyn Acker finished the state tournament with 12 made threes, an all-time state tournament record--regardless of division.
The previous record was 10 in a three-game tournament. Acker did it in two. #wisgb
I....I would suggest getting to a TV or live stream near you. Jaelyn Acker is unconscious. She just hit an even deeper three to take a GTown lead, then KK Arnold hit a 3 the next time.
.@GtownGBB is golden.
Warhawks win the Division 1 state title over Hudson, 63-48. A furious finish for GTown. KK Arnold was absurd. Jaelyn Acker saved the two best games of her career for the last two.
Germantown leads Verona 70-39 with 6:49 left in the game. Gtown's Jaelyn Acker has hit seven, three-pointers, tying a state tournament record (also tied yesterday by Aquinas' Jacy Weisbrod). She has game-high 28 points. #wisgb
This ain't your mom's basketball team. Girls sports has arrived and the evidence is right here.
Fadeaway behind the 3 at the buzzer? Yes please. It was Acker with the Jacker to the Racker for the Dub for @GtownGBB
Congrats to @jaelyn_acker20 on tying @Kate_Richmond12 for the school record with 7 3-pointers in last night's 92-75 win over Kettle Moraine. Jae was also a monster on the glass with 12 boards to go with her 27 points and 6 steals. Big time effort!
Signing Day! Congrats to @AckerJaelyn on her commitment to @cbuwbb!
One of the most skilled kids we've ever had getting a hard earned reward for her efforts and dedication to the game.