Luke Boyle

Catalyst-driven investor. Wrestler. Brother. Philanthropist.
Part-time Busboy.

[Luke Boyle @boyle_capital]

Before anything else, full transparency on where I currently stand.

Current holdings: URA, LAC, ADBE, AVGO, PANW, UNCY.

Every post I make will disclose relevant positions. That’s not a legal disclaimer. That’s just how this should work.

- Luke

[Luke Boyle @boyle_capital]

My Investment watchlist, continued:

[Luke Boyle @boyle_capital]

My Investment watchlist, the product of multiple weeks of research.

I would buy every one of these if presented with adequate capital.

If you’d like to know more about any, just ask.

[Luke Boyle @boyle_capital]

https://t.co/uykleGdSLa

[Luke Boyle @boyle_capital]

Update on Meta:

Suggested on June 23, at about $563 per share.

Up 19% since then, at $673 per share.

If you invested in $META on June 23, you’d have beat the market’s average annual gain in less than a month.

[USA Wrestling @USAWrestling]

Left it on the mat! 🥇🥇

97 kg R5 - Michael Boyle 🇺🇸 fall Humberto Valverde Uzner 🇲🇽 0:10 #WrestleRio

[Seeking Alpha @SeekingAlpha]

Rackspace Technology $RXT plummeted 25% after slashing its fiscal 2026 guidance, cutting $150M from its revenue outlook and $20M from EBITDA due to supply constraints. 📉

The Capital Play: To shore up liquidity and accelerate its sovereign AI infrastructure push, Rackspace is launching a $250M at-the-market (ATM) equity offering.

The Silver Lining: The drop overshadows a massive win—RXT signed a definitive agreement with Palantir $PLTR to deploy Foundry and AIP across regulated enterprise clouds.

The Rating: While the near-term outlook took a massive hit, the Seeking Alpha Quant system grade holds strong at a high-conviction STRONG BUY on long-term value.

Is this 25% drop a brutal warning sign, or the ultimate buying opportunity for a major AI turnaround play?

[632nm @632nmPodcast]

We sat down with Mark Saffman, chief scientist at @infleqtion, to discuss why neutral atoms have emerged as one of the leading architectures for building scalable quantum computers.

Saffman explains the physics of Rydberg atoms, optical tweezers, and quantum gates, and how these technologies have evolved from laboratory demonstrations into systems capable of scaling toward fault-tolerant quantum computing.

Full episode is here on X and at the links below (see comment).

Timestamps:
00:00 - Intro and Reads
02:45 - Neutral Atoms vs Superconductors and Ions
07:30 - Rydberg Atoms
12:49 - Practical Considerations for Rydberg Atoms
19:04 - From Atomic Physics to Quantum Gates
29:49 - Increasing Trap Loading
38:27 - Evolution of Rydberg Gates
45:05 - Limits of Rydberg Fidelity
49:49 - Scaling Neutral Atom Arrays
53:47 - Atomic Species and QEC
1:03:38 - History of Infleqtion
1:10:27 - Mark’s Outlook on the Future
1:15:08 - Caltech and Peter Shor
1:20:00 - Advice for Young Scientists

[Luke Boyle @boyle_capital]

@ARK_Funds @ARKInvest @CathieDWood If you can fit in time for it, I’d love to hear your take on Quantum (ideally computing and sensing). Thanks so much.

[Shooter McGavin @ShooterMcGavin]

Mexico getting their injured player off the field

[Luke Boyle @boyle_capital]

@infleqtion Happy 4th, Infleqtion! To an industry that will be around for 250 years, at least.

[unusual_whales @unusual_whales]

BREAKING: Look at this.

The day before Trump paused tariffs, triggering a historic 10% market rally, his accounts purchased 327 stocks worth up to $12.8 million.

The trades were disclosed more than a year late, resulting in a $200 penalty.

Unusual.

[Luke Boyle @boyle_capital]

@MrEtc99 @burrytracker That’s what I was thinking, but then why’d he go bearish on it? And we haven’t even mentioned that MSFT owns a 27% stake in OpenAI.

[Fox News @FoxNews]

New York Gov. Kathy Hochul tried to get a "Let's Go Bills!" chant going... but the Buffalo crowd had other plans.

"Seriously?"

[Luke Boyle @boyle_capital]

Boom. NovaRed announced the hire of Katie Zacharia this morning, perfectly on schedule. Katie worked directly beneath Noem as the DHS spokesperson, and has ties to Fox, CNN, and Newsmax. I would expect the stock to trade much higher once she starts leveraging those connections.

[Luke Boyle @boyle_capital]

The one negative counterpoint:

The stock is down ~17% over the last 52 weeks, which is likely a combination of Reality Labs losses, capex concerns, and broader rotation out of mega-cap tech. With that being said, META is still a top-tier company that I will be watching.
$META

[Luke Boyle @boyle_capital]

Some quick datapoints on META, which I think is one of the better buys of the Mag 7 stocks:

Trailing P/E is ~20x, which is 22% below META’s 12-month average of 26x. It’s also 25% below its 10-year average.

[Luke Boyle @boyle_capital]

Forward P/E is 17x, and the PEG ratio (P/E ratio ÷ annual earnings growth rate) is 0.82. Below 1 signals undervalued relative to growth.

Operating margins are 41%, return on equity is 33%, and the company generated $48 billion in free cash flow over the last 12 months.

[Luke Boyle @boyle_capital]

Called $INFQ at $13.10 on 6/22. Up 22% following the White House quantum announcements. Thesis unchanged. Still holding for the long term.

$NREDF pulled back to $1.14 today as anticipated. Watching for advisory board appointment number seven. Exit target Thursday/Friday.

[Luke Boyle @boyle_capital]

@QCompounding Just started to read that chapter of The Psychology of Money (vol. 2). Morgan Housel is such a stud. Is he working on anything currently, do you know?