N

markets

[N @longbitconnect]

@JoePompliano @oliviachow ask our mayor

[N @longbitconnect]

@JoePompliano @oliviachow nice job

[N @longbitconnect]

@KobeissiLetter Expected. Gamma squeeze up vacuum below. Dip should be bought. Will be loading in coming days.

[N @longbitconnect]

@NoLimitGains Nobody. Just market makers longing gamma.

[N @longbitconnect]

@Barchart Each bubble will be bigger than the last. Laws of nature

[N @longbitconnect]

@vachon49995 @MarkJCarney @liberal_party All government jobs too

[N @longbitconnect]

@Barchart The guy was long h2o after his big short. One hit wonder.

[N @longbitconnect]

@investingwithac Your accounting background is paying dividends. When Oscar hits maturity as the de facto leader they’ll pay you dividends back.

[N @longbitconnect]

@DEADMAN_pt3 Legit the best sports game ever made.

[RonnieV @TheRonnieVShow]

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.

[N @longbitconnect]

@RJCcapital @kevinxu Oh you’re a fully retarded

[Mason @miscomputate]

$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.

[Lance Teren @LanceTeren]

One of the most comprehensive articles on the Quantum industry out right now.

$INFQ $IONQ $QNT

https://t.co/MoI30lx9X0

[N @longbitconnect]

@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.

[N @longbitconnect]

@GagolaValue They know nothing lol last idiot to throw in the towel. At least they beat Jeffries to it.

[N @longbitconnect]

@TSN_Sports Epitome of why Canadian businesses suck. Lazy ass marketing.

[N @longbitconnect]

@BarrySilbert I’ll sleep on it all day long.

[N @longbitconnect]

@scottmelker Because no one cares about anything else in crypto. Everything else is on the floor. What dot is gonna go from $1 to $.5?

[N @longbitconnect]

@Icebergy Because no one trades alts anymore they’re all dead zombie assets. There is no liquidity in alts.

[N @longbitconnect]

$spx $ndq $qqq #ai #quantum

[N @longbitconnect]

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

[N @longbitconnect]

higher efficient frontier. Bubble pops until quantum makes everything extremely affordable