It's finally happening...
After a long year of ups and downs.
Fighting off every bear with my bare hands.
$OSCR is about to breakout of the multi-year consolidation and validate what I already knew...
Oscar Health is a 10X health insurance disruptor.
$INFQ This is one of the better quantum sector breakdowns I’ve seen. @LanceTeren@KawzInvests@michaelsikand
The important point: quantum is not one trade.
You have different modalities, different business models, different revenue profiles, different customer bases, and different timelines to usefulness.
What stood out to me most:
1. The government equity stake is a real re-rating event.
2. Quantum sensing/timing is useful now, not “someday.”
3. $INFQ is not just a quantum computing story - it also has real exposure to atomic clocks, sensing, defense, space, and resilient timing.
4. Neutral atom may have one of the most interesting scaling paths in the sector.
This is why I keep saying the market needs to stop treating quantum like a simple qubit count contest.
Useful quantum matters. Revenue matters. Scale and form factor matters. Government validation matters. Modality matters.
$INFQ is still one of the most interesting asymmetric setups in the sector to me.
@DrJStrategy They are so out of touch so much so a simple walk down the streets and seeing endless for lease and for sale signs would make a retard pause. Maybe if they stepped out of their multi million dollar Ottawa enclaves. Shame on our leaders.
A short thread, i believe over the next quarter in the business world as ai spending scales back is 1) llm providers revisit pricing models, optimization of tiers 2) industry players post mortem their sprint out of the gate acknowledging ai is useful but it needs to produce roi