Ariel

[IonQ @IonQ_Inc]

Today we share a major milestone in fault-tolerant quantum computing: Our researchers have successfully demonstrated the industry’s first end-to-end real-time decoder capable of decoding a large-scale universal fault-tolerant quantum computer. Moreover, it runs on a single standard off-the-shelf central processing unit (CPU).

This is a path to more cost-effective quantum systems at scale and millions of operations without slowing down the execution of quantum applications.

See more insights from @nic_delfosse, our QEC research lead, and John Gamble, Vice President at IonQ Architecture in the full announcement → https://t.co/IDAKtgPXN3

#IonQ #IonQSuperion #QuantumIsNow #QuantumComputing #QuantumErrorCorrection #QEC

[IonQ @IonQ_Inc]

Join us this Thursday for our CEO @NiccoloDeMasi keynote at Quantum World Congress!

His talk, “Quantum for Resilience: Building the Full-Stack Infrastructure for Fault-Tolerant Scale” will chart the course to broad quantum adoption.

Hear directly from him on:
🔸 What it means to scale quantum manufacturing
🔸 What lies ahead for hybrid quantum-AI data centers and quantum-native data centers
🔸 Cybersecurity, quantum, and Q-Day

🗓️ September 24, 2026, 11:20–11:40 a.m. ET
📍 Main Stage, The Hotel at the University of Maryland

And come see us at Booth 15–18 to double-click on what you hear from Niccolo and our talks this week. Ask all your burning quantum questions!

Read Niccolo's full perspective → https://t.co/ryeuFSgTNS

#IonQ #QuantumIsNow #QWC2026 #QuantumWorldCongress

[Ariel @arielisbored]

@YahooCare Hi thanks for the instant reply. I have already DM the email address.

[Ariel @arielisbored]

@YahooCare @galindomac00 @YahooAyuda @YahooCare I am unable to login to my email, please can you help me to fix this issue

[Dan Ives @DivesTech]

If OpenAI and Anthropic slow their model development, the software sector will accelerate its AI development and further narrow the gap against the frontier models. Meta will also go down this path and many others. Need to see around the corner and thru the noise in this🎯

[Elon Musk @elonmusk]

Dario is right

[amit @amitisinvesting]

OH. MY. GOODNESS.

CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.

So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...

On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...

Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...

AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.

By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.

A vet on wall street in Ken Griffin takes out the young new kid.

ABSOLUTE. CINEMA.

[Serenity @aleabitoreddit]

Just some notes from $TSLA transcripts:

Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.

Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.

And I remain convinced of that conclusion".

It's very rare to see such high conviction reiterated from Elon regarding humanoids both directionally and TAM-wise.

In terms of upstream suppliers opportunities, Karn Budhiraj, VP of $TSLA supply chains stated:

"We’re seeing the same level of investment going to memory and also new specific items like metal injection molded parts, flexible printed circuits, and all sorts of nonlinear technologies..."

And that they had to build new supply chains from scratch. So would be interesting to look at for new supply chain supplier opportunities apart from the known ones.

Just pulled older slides and it looks like capacity targets for Fremont are 1M and Giga Texas was 10M, so at scale, $TSLA seems to be the clear US leader. If you're looking at that S-Curve opportunity ramp.

On a side note, Elon also gave a shoutout to $MU with likely reasonably priced LTAs, given his statement:

"We really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days." (Just for structural memory demand).

Elon also gave a shoutout to Panasonic which had invested many billions in increasing battery cell production (will need to do deeper DD into Panasonic after this), then Samsung and $TSM.

Just takeaways from Tesla earnings TLDR:

Elon tends to be directionally correct on where the future is heading, such as with EV or Space.

He seems extremely bullish on humanoids.

[Ariel @arielisbored]

@amitisinvesting @jimcramer 🥹

[Ariel @arielisbored]

@amitisinvesting Indeed

[Ariel @arielisbored]

@x5hortieex @HolySmokas He won’t coz he is a pusssio

[Ariel @arielisbored]

@cybafrunk @HolySmokas 😂😂😂😂😂😂😂

[Ariel @arielisbored]

@iamtomnash Thanks a lot, Tom! The information you shared and your stock pick are really the best, really appreciate it!

[Ariel @arielisbored]

@TheSonOfWalkley 🥲🥲🥲🥲🥲🥲🥲🥲🥲

[Ariel @arielisbored]

@IvankaNews_ Yes

[Ariel @arielisbored]

@iamtomnash Thank you Tom 🙏🏻🙏🏻

[Ariel @arielisbored]

@amitisinvesting Hahahahaha I am in the same situation right now

[Ariel @arielisbored]

@iamtomnash Thank you Tom

[Ariel @arielisbored]

@saylor Pump it up 🥳