limaks

[Infleqtion @infleqtion]

America cannot secure what it cannot see.

In testimony before the House Natural Resources Subcommittee (@natresources), Infleqtion CEO Matt Kinsella urged Congress to advance the Quantum-Enhanced Critical Minerals Mapping Act, legislation that would equip the U.S. Geological Survey with quantum gravity gradiometry to locate critical mineral deposits faster, more accurately, and with far less environmental disruption than traditional exploration methods.

The legislation is about more than mapping minerals. It is an investment in American technological leadership, strengthening domestic supply chains, reducing reliance on China, accelerating adoption of U.S.-built quantum technologies, and creating valuable public scientific data that will benefit industry, researchers, and future generations.

Thank you @repjeffhurd for the opportunity to share testimony before the committee today.

Watch the testimony here: https://t.co/ia5t06uGNg

[Mason @miscomputate]

$INFQ They haven’t even posted about this yet, so I’m calling it out early 🤣🤣🤣

Congratulations to @Infleqtion and CEO Matthew Kinsella on being selected to lead a roundtable on quantum technology at the IMPACT 250 Congressional Dinner in Washington, D.C.

Just look at where this company is now.

The Oval Office for the signing of two quantum executive orders. Title sponsor of a Congressional Dinner. Now helping lead the conversation around quantum technology, national security, space and American innovation.

These are the rooms where the next chapter of American technology gets written.

I genuinely believe these are the people who are going to change the history books. 🇺🇸

[Infleqtion @infleqtion]

Federal momentum for quantum continues to accelerate. With support growing across government, Illinois and the Illinois Quantum & Microelectronics Park (IQMP) are well positioned to help drive commercialization.

As Infleqtion CTO @_pgokhale told the @ChiBizJournal: "For the entire quantum industry, the buy-in and levels of interest that we're seeing from Space, from the Department of War and from Energy are game-changing in terms of level of demand for quantum products."

Read more: https://t.co/8QxkJWzQUf

[The Quantum Bull @QuantumBullHQ]

$INFQ I'm sharing this clip here to set the record straight. @ChipStockInvest recently covered quantum stocks where they called @infleqtion “a conceptual idea” with “zero revenue”.

This is a fundamental misunderstanding of one of the more important public quantum companies, and potentially damaging because the YouTube channel has 256,000 subscribers who may not know better.

Infleqtion is not some paper concept. It is a real quantum company with 200+ employees, two Boulder campuses, decades of operating history going back to ColdQuanta, an advanced quantum sensing business, active customers, public financials, and a serious neutral atom roadmap.

Infleqtion reported $9.5M in Q1 2026 revenue, up 14% year over year, and guided to at least $40M in 2026 revenue.

Why does reporting accurately matter so much? In quantum, the public already has to sort through hype, technical complexity, SPAC noise, timelines, modalities, sensing vs computing, logical qubits, error correction, defense applications, and commercial readiness. The sector is complicated. Every company is unique and has it's own strengths and weaknesses. It is damaging to a sector when an entire important company is wholesale dismissed.

So when people cover the space, the baseline needs to be research and precision.

We can be bullish or bearish on $INFQ. We can debate valuation. We can question commercialization timelines. We can prefer IonQ, Quantinuum, IBM, Google, QuEra, D-Wave, or another quantum company.

But saying Infleqtion is “not a company yet” or has “zero revenue” is simply wrong.

And it matters because Infleqtion is one of the few quantum names with real revenue today, an existing sensing business, national security exposure, and a legitimate place in the neutral atom race. Two quantum executive orders were signed in the Oval Office this week, and Matt Kinsella, the CEO of Infleqtion, was standing behind President Trump.

This sector is moving fast. Just this week, the White House elevated quantum as a national priority, and QuEra/AWS pushed fault-tolerant quantum timelines into the 2028 conversation.

The information gap in quantum investing is already huge. We need to educate and inform the public in a thoughtful way. I appreciate all the coverage on the quantum space, and the new interest, but I encourage bigger channels like this to really do their research and understand the companies they are talking about. Getting it this wrong is harmful and should be corrected.

At a stock price of $13 per share at a $2.8b market cap, @infleqtion is truthfully one of the most undervalued stocks in the quantum sector. Infleqtion received a direct $100mm investment from the U.S. government, has existing and growing revenue from their quantum sensing business, and has an aggressive path to scaling logical qubits on neutral atom quantum computers. $INFQ remains misunderstood, undervalued, and under-appreciated.

$INFQ $RGTI $QBTS $IONQ $XNDU $QUBT $BBCQ $RAAQ $HQ $IBM $BTQ $LAES $OONEF $QNC $ARQQ

[Infleqtion @infleqtion]

The quantum future is here, and so are we.

[The Quantum Bull @QuantumBullHQ]

I'm a very proud new shareholder of Quantinuum $QNT! I started multiple sizable positions and will DCA from here. The thesis:

• AI, HPC, and quantum are converging at the same time
• Chemistry is a natural early winner because nature itself runs on quantum effects
• Quantum can help attack huge markets: drug discovery, materials, energy, finance, and cybersecurity
• Quantinuum is a true full-stack company: hardware, middleware, and applications
• Trapped ions offer major advantages: high fidelity, long coherence, identical qubits, and all-to-all connectivity
• Their QCCD architecture looks highly scalable from H1/H2 to Helios, Sol, and beyond
• They already have real ecosystem traction across Japan, Singapore, pharma, chemistry, and hybrid supercomputing
• Their culture is execution-focused: do what they say, win trust, then win deals
• If they execute, Quantinuum has a real shot to be one of the defining companies of the quantum era

600 employees, Great CEO, amazing institutional backing.

• Encoding efficiency: $QNT hit 48 logical qubits at a ~2:1 physical-to-logical ratio thought impossible a few years ago. Most architectures need thousands of physical qubits per logical qubit. Fewer physical qubits per logical qubit = cheaper, faster scaling. That's the compounding advantage. Quantinuum
• All-to-all connectivity: real and structural — it's inherent to the trapped-ion architecture, so QNT skips the fidelity loss that nearest-neighbor designs (superconducting like RGTI) pay routing qubits around. IONQ shares this trapped-ion edge; RGTI and QBTS don't.
• Scaling path: the junction-based QCCD design (Helios → Sol) is built to tile and add junctions — a published roadmap, not a hope.

The quantum hardware public markets just got stronger.

$INFQ $IBM $QBTS $IONQ $QNT $QUBT $BBCQ $RAAQ $HQ $RGTI $XNDU

[The Quantum Bull @QuantumBullHQ]

$INFQ CEO Matt Kinsella spoke at Evercore TMT conference today. I had a chance to listen to the full interview with Matt, and a few things really stood out to me.

First, Infleqtion was selected from a very large pool of global applicants, which speaks to the strength of the company’s technology and position within the industry.

Second, the funding @infleqtion received is specifically earmarked to accelerate quantum computing development and roadmap execution, helping the company reach key technical benchmarks faster.

Third, the conversation reinforced the strength of Infleqtion’s existing business lines and the company’s path toward 100 logical qubits by 2028.

Matt also highlighted the partnership with NVIDIA, including the role of NVLink and AI-driven calibration software in helping scale and optimize quantum systems. It was a strong reminder of how important the broader ecosystem is becoming.

One comment that stood out was when Matt reaffirmed guidance and essentially said, “Hold us to it.” He emphasized that upcoming milestones will serve as clear indicators of the company’s ability to execute on its roadmap.

Another important takeaway was — current path to 100 logical qubits does not require any major new scientific breakthroughs. According to Matt, reaching that milestone is primarily an engineering challenge from here. He did note that moving from 100 logical qubits to 1,000 and beyond may require additional scientific advances, but the near-term roadmap is based on technologies and approaches already understood today.

That said, any future scientific breakthrough could potentially accelerate the roadmap even further.

Neutral atom remains a leader in the quantum race.

[Voyager Technologies @voyagertech_]

Voyager President Matt Kuta met @JPMorgan CEO Jamie Dimon in December 2024. That relationship led to JPMorgan playing an instrumental role in Voyager's IPO and continues to this day. Most recently, the JPMorgan team connected Chairman and CEO @Dylan Taylor with @Infleqtion to advance dual-use quantum technology in low-Earth orbit aboard the @Space_Station and @Starlab_space. ​
​
Check out this @Reuters article on high-growth companies. Voyager is one of them.​
​
Read it here: https://t.co/H3YdWtRLdg ​
​
$VOYG #MissionReady #AcceleratingtheAdvantage

[Infleqtion @infleqtion]

Join us at @APSphysics DAMOP for a featured presentation from Infleqtion Chief Scientist Mark Saffman, recipient of the prestigious 2026 Norman F. Ramsey Prize.
Dr. Saffman’s talk will explore the rapid evolution of neutral atom quantum computing, from early experiments entangling single pairs of atoms to today’s race toward scalable quantum processors with thousands of entangled qubits.
Dr. Saffman was recently recognized by APS with the 2026 Norman F. Ramsey Prize for pioneering contributions to quantum information science and neutral atom architectures.
Read more about the Ramsey Prize recognition:
https://t.co/ONSaKKm1VK
#APSDAMOP26

[Infleqtion @infleqtion]

As militaries contend with increasingly contested airwaves, NextGen Defense took a closer look at Infleqtion's Quantum Spectrum platform and what atom-based RF sensing means for operations in jammed and GPS-denied environments.

Read the full article to learn how Rydberg atoms detect signals across the full RF spectrum in a single aperture, and get to know the U.S. Army program working to bring that capability to the field: https://t.co/gx0Si9YR5d

[Infleqtion @infleqtion]

Infleqtion is expanding its UK quantum operations with the launch of a new Quantum Innovation Centre in Oxford, tripling the size of our research, production, and systems integration capabilities.

After more than a decade building one of the UK's most advanced quantum technology teams, the new facility at Oxford Technology Park marks a transition from R&D to full-scale manufacturing of quantum computing, sensing, and precision timing technologies to support Infleqtion's growing portfolio of UK programmes.

Read the full announcement here: https://t.co/O7nDLEdK52

[Infleqtion @infleqtion]

Quantum momentum is happening at Infleqtion! CEO Matt Kinsella breaks down our quantum core platform and everything it enables - from timing, to quantum spectrum, and useful quantum computers. Watch the @nyse live segment here:
https://t.co/nLez6xkUll

[Infleqtion @infleqtion]

Infleqtion introduces Quantum Spectrum: a breakthrough in RF sensing. Our Rydberg atom-based tech tackles GPS spoofing, jamming, and spectrum congestion, detecting signals across the full RF range. With defense contracts in the U.S., U.K., and Australia, we’re shaping national security.

Learn more: https://t.co/GZenozwKoP

[Polvans @Polvah]

Everyone is buying $INFQ as a quantum computing stock

They're missing the real story

$INFQ has a product called Tiqker. It's not a quantum computer. It's an atomic clock.

And it might be the most important defense technology.

Here's why
Every military submarine in the world has the same problem. Once it goes underwater, it loses GPS. It navigates blind (relying only on onboard clocks and sensors)

Traditional atomic clocks accumulate drift. One hour underwater. Two hours. Ten hours. The errors compound. In a long mission, navigation becomes unreliable.

This is the reason submarines surface more often than they should. Every surface is a risk.

Tiqker solves this.

"It uses lasers tuned to the natural quantum oscillation of rubidium atoms, one of the most stable and consistent 'ticking' mechanisms in nature."

It fits in a standard electronics rack. It survived flights in the UK. US Army ground vehicles in New Mexico. And a drone submarine underwater, at depth, through multiple dives.

"Tiqker operated happily through these conditions, which is unheard-of for previous generations of optical clocks."

In October 2025, $INFQ deployed Tiqker on the Royal Navy's Excalibur submarine.

First time in history a quantum optical clock operated underwater on an autonomous vehicle.

$INFQ was the first external technology partner ever invited to the XCal program.

The Royal Navy doesn't invite companies they don't trust.

Now zoom out.
Russia is jamming GPS across Eastern Europe. Iran has demonstrated GPS spoofing capabilities. The Middle East conflict has made military GPS a primary target.
GPS denial is not a future threat. It's happening right now.

Every Navy in the world needs what $INFQ is building. Not in five years. Now.

And the market is pricing this as a quantum computing story.

> $32.5M in real revenue in 2025
> $40M guided for 2026
> NASA contract
> DARPA contract
> Royal Navy. US Army. US Navy.

The quantum computing angle gets the headlines.

The atomic clock is the business.

$INFQ

[Steve Grasso @grassosteve]

$INFQ so far so good. Where are my Quantum traders ?
Up roughly 23% since Tuesdays close.
Investors forced to look at this one with risk on markets.

[Citron Research @CitronResearch]

1) DON'T LISTEN TO CITRON. Listen to Jensen. $INFQ RULES! $RGTI insignificant

$NVDA has spoken on quantum and laid out exactly who their partners are. $INFQ IS THE ONLY company NVIDIA selected twice for both Calibration AND Decoding , yet trades at half the market cap of $RGTI, a company NVIDIA didn't select at all.

$INFQ deserves to be twice the market cap of $RGTI. Not the other way around. This chart shows what prices would look like
This is the most obvious mispricing in the quantum market right now. Let's explain

[IonQ @IonQ_Inc]

Every serious decision in quantum computing comes down to one question: How do you measure real progress, and at what cost?

Introducing our new benchmarking framework: https://t.co/JVa5m39bRG

#WorldQuantumDay

[IonQ @IonQ_Inc]

New IonQ research demonstrates a scalable path for quantum memory, integrating diamond-based quantum memories onto silicon wafers to enable parallel production of hundreds of devices with strong photon interactions and consistent performance.

This approach advances manufacturable quantum hardware, supports more efficient quantum networking architectures, and connects quantum materials with established semiconductor processes, helping lay the foundation for next-generation quantum systems.

Learn more: https://t.co/q114aIguxn
Full paper: https://t.co/TXL3ZceFRY
#QuantumComputing #QuantumNetworking #QuantumMemory #Innovation

[IonQ @IonQ_Inc]

IonQ just hit a major milestone in Europe, deploying a 1,500km quantum-secured network across Romania. This is one of the largest operational QKD networks in Europe, proving that quantum security isn't just a lab experiment—it’s ready for national infrastructure.
More details here: https://t.co/R2WHxrWTiT
$IONQ #Quantum #TechNews

[Muno @munoismuno]

$IONQ | Deploys Romanian National Quantum Network

IonQ has deployed the technology powering Romania’s National Quantum Communication Infrastructure, now one of the largest operational QKD networks in Europe and among the largest outside China.

The network includes 36 quantum-secured links spanning more than 1,500 kilometers and connects 6 major metropolitan areas. It accounts for over 20% of Europe’s terrestrial quantum communications infrastructure to date.

The system is built entirely on IonQ’s commercially available QKD technology through its subsidiary, ID Quantique.