$IONQ is trading at the same price it did 1.5 years ago
When Chapman was still CEO
When revenue was $43M vs $265M this year
Before it had a clear path to 2M qubits on a chip based on Oxford Ionics' architecture
Before it had world-beating photonic interconnects from Lightsynq
This is a buying opportunity if there ever was one
The comparison between $INFQ and $PLTR is highly accurate, as @infleqtion is perfectly mirroring @PalantirTech early playbook of deep government integration to build an unassailable moat.
Beyond the company's strong @WhiteHouse presence and massive government funding, three strategic pillars position $INFQ to become the $PLTR of the Quantum Era.
First, much like $PLTR early focus on immediately deployable software, $INFQ is prioritizing "Dual-Use" software and quantum sensing over distant hardware promises.
Platforms like Superstaq and QuIRC generate revenue today by solving critical military bottlenecks, such as GPS-independent navigation and advanced radio-frequency processing for the @USNavy. Second, $INFQ is establishing a sovereign monopoly in orbital infrastructure through its "Quantum Space Initiative."
By supplying the foundational quantum hardware for @NASA and next-generation defense satellites, they are making themselves structurally indispensable to national security.
Finally, their deep alliance with @nvidia has unlocked a massive commercial catalyst, allowing them to demonstrate the world’s first real-world material science applications using error-corrected, logical qubits.
By commercializing actionable software, monopolizing space defense infrastructure, and cementing a critical alliance with $NVDA, $INFQ is scaling exactly like early-stage $PLTR.
@TheStockDon The CEO lied and that’s enough for me to sell for now. One of the main reasons I bought their stock again is that they claimed they’ve enough cash for all 3 sites
$KEEL is in a similar situation as $WULF was in second half of last year.
The moment it got a deal, it went from $4 to $17 in less than six months, which is what $KEEL will likely do 🤞
$KEEL short interest went from around 24% to around 11-13% (according to Finviz and Fintel) in the past 2 weeks.
It’s already squeezing and the shorts are realizing this one is going high