Bdon Trades | Stocks

📈 Stocks | AI | Growth Investing
Founder of The Bullpen 🐂
150k+ on IG & TikTok
Trader & Investor
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[Bdon Trades | Stocks @bdon_trades]

@clintoptions @grok Absolute unit

[Bdon Trades | Stocks @bdon_trades]

@AudienceCapital Hi

[Bdon Trades | Stocks @bdon_trades]

@clintoptions IREN or CRWV

[𝕏erias @xerias_x]

Only one man can save US Soccer now…

[Market Maker @Market_Mak3r]

To celebrate @bdon_trades hitting 100,000 followers on Instagram, we’re officially dropping the biggest discount we’ve ever offered.

For the first time ever, you can get 40% OFF the Lifetime Bullpen VIP membership.

That means instead of paying $499.99, you can lock in Lifetime VIP access for only $299.99 with a one-time payment.

No monthly payments.
No renewals.
No price increases.
Locked in for life.

This is the cheapest Lifetime VIP will ever be, and we do not plan on ever making it this cheap again.

If you’ve been sitting on the sidelines, waiting for the right time to join, this is it.

*Use code: MARKETMAKER for 40% off*

Join here:
https://t.co/03LD63gHTJ

Once this sale is gone, it’s gone. 👀

[Bdon Trades | Stocks @bdon_trades]

@Market_Mak3r Let’s goooooo!

[Bdon Trades | Stocks @bdon_trades]

@kevinxu Stop calling people anon, cringe af

[Bdon Trades | Stocks @bdon_trades]

@kevinxu Idk but I do know that 98% of people have like no money at all. Pretty much living paycheck to paycheck with a whole bunch of credit card debt. But hey they got a bmw and a nice apartment 😭😂

[Bdon Trades | Stocks @bdon_trades]

@TheRonnieVShow Let’s see it baby

[Bdon Trades | Stocks @bdon_trades]

@TheProfInvestor Don’t be shy, @ them

[Bdon Trades | Stocks @bdon_trades]

@UiPath Honestly, you guys have balls posting this while your stock is near all time lows. $72 ➡️ $10. Give me a break… lock in

[Bdon Trades | Stocks @bdon_trades]

@JPATrades Why would you delete if you’re wrong?

[Bdon Trades | Stocks @bdon_trades]

@ducksays You’ll just underperform the market, VOO and chill!

[Bdon Trades | Stocks @bdon_trades]

@alc2022 I only read the last line

[Bdon Trades | Stocks @bdon_trades]

@Market_Mak3r Bro you’re crushing it.

[Bdon Trades | Stocks @bdon_trades]

@TheRonnieVShow OSCR to $30!!!!

[Bdon Trades | Stocks @bdon_trades]

Let’s talk $INFQ, my favorite and only Quantum play right now.

Yesterday afternoon $INFQ dropped $40M revenue guidance for 2026 earnings estimates. We also have recent NASA news:
Infleqtion and NASA delivering next‑gen quantum capabilities to the ISS.

Now let’s compare this to peers:

$INFQ:

2025 revenue: $32.5M
2025 net operating loss: $35.2M
Valuation: ~$2.3–2.45B
2026 revenue guide: ~$40M

For a quantum company this early, that’s not bad at all.

$IONQ:

2025 revenue: ~$130M
Net operating loss: $764M
Valuation: ~$10.3B

$IONQ is worth over 4x $INFQ, while burning way more cash. Yes, they’re further along, but the valuation gap is massive when you look at losses vs revenue.

$RGTI:

Expected 2026 revenue: $21–23M
Market cap: ~$4.7B

So $RGTI is expected to do about half the revenue $INFQ is guiding, yet trades at roughly double the market cap.
🤷‍♂️ Do the math. $INFQ is a buy.

Is this early? Absolutely.
Is it speculative? 100%.

But I listened to the conference call yesterday and honestly came away impressed. The CEO is sharp, well‑spoken, and clearly focused on execution, not just quantum buzzwords. This feels less like a science project and more like an actual company being built.

One thing to keep in mind on the bearish side: insiders can’t sell until August 2026, once the 180‑day lockup expires. That’s not a red flag, just something to be aware of longer term.

Bottom line: I’m not saying this is guaranteed. But relative to peers, $INFQ looks underappreciated, especially given revenue, partnerships, and valuation.

I feel like we’re in pretty good hands here. I will be adding more shares. This can literally 5-10x from here in the long run.

Not financial advice, just sharing how I’m looking at it.

[Bdon Trades | Stocks @bdon_trades]

@PhathomResearch @jakebrowatzke I’m confused, did Jake disclose that he sold PATH?

[Bdon Trades | Stocks @bdon_trades]

@legen_eth What’s your tik tok? The one in your linktree doesn’t seem right

[Bdon Trades | Stocks @bdon_trades]

@GaaOptions Hook me up brother