Congratulations to Palladyne AI CTO Denis Garagic on receiving the 2026 RBR50 Robotics Innovation Award recognizing SwarmOS™. 🏆
@TheRobotReport RBR50 recognizes companies and technologies advancing robotics through real-world impact.
SwarmOS was recognized for enabling drones and other autonomous systems to collaborate as intelligent swarms at scale.
$PDYN @bsiegelIR@HaydenIR
There are plenty of Quantum computing, PQC and quantum adjacent companies in the market right now! But there are really only two Quantum technology platform companies!!
$INFQ
Quantum Sensing & Navigation
-They build quantum inertial sensors that measure gravity to provide precise positioning and navigation in GPS-denied environments and outer space. This relies on the fundamental wave properties of atoms.
Ultra-Precise Quantum Clocks:
-Infleqtion manufactures the Tiqker atomic clock, which is far more precise than standard microwave atomic clocks. These clocks rely on quantum transitions to synchronize defense networks and data infrastructure.
Integrated Photonics
-A major barrier to quantum scalability is the massive size and cost of laser systems. Infleqtion embeds these requirements into Photonic-Integrated Circuits (PICs) designed to shrink and optimize quantum hardware.
Proprietary Quantum Software
-Beyond hardware, they offer software platforms like Superstaq designed to optimize algorithms for quantum computers and bridge the gap between classical coding and quantum processing.
Commercial and Defense Applications
-Their technology stack is heavily integrated into modern aerospace, defense, and space operations, with clients including NASA, the U.S. Navy, and partnerships with NVIDIA for advancing AI and materials science.
And of course the holy grail
Neutral Atom Quantum Computing
-Infleqtion uses neutral atoms suspended by lasers as their qubits. This system leverages properties like "superposition" and "entanglement" to handle information exponentially faster than classical computers, which is critical for complex tasks like quantum cryptography and AI.
$IONQ is the other and is quite a different company and if you are interested in why they are the ultimate full stack quantum company with incredible potential with QC while building out an entire ecosystem with Vector Atomic, Capella Space, of course Oxford Ionics, and when Skywater passes boy oh boy will their roadmap really start to look achievable!! A great resource for $IONQ is
@TechInnovationz@HannaSuds and many many more 🥂
Comtech Telecommunications Corp. $CMTL
Delivering Mission-Critical Satellite, Space, and Next-Gen Public Safety Communications
Comtech Telecommunications Corp. $CMTL, founded in 1967 and headquartered in Chandler, Arizona, is a global communications technology leader providing secure, resilient solutions for satellite and space communications, terrestrial and wireless networks, and Next Generation 9-1-1 (NG-9-1-1) emergency services. As militaries modernize SATCOM networks and governments upgrade public safety infrastructure amid rising geopolitical and climate-driven demands, Comtech’s technologies ensure reliable connectivity in the most challenging environments.
At the core of $CMTL offerings is its expertise in advanced satellite modems, troposcatter systems, high-power amplifiers, and cloud-native NG-9-1-1 platforms through its Allerium segment. Key innovations include the Enterprise Digital Intermediate Frequency Multicarrier (EDIM) modems for next-generation military SATCOM, anti-jam modem technologies, and scalable NG-9-1-1 call routing and handling solutions. These systems deliver superior bandwidth efficiency, software-defined flexibility, resilience against jamming and interference, and seamless integration with modern IP-based networks—outperforming legacy solutions in speed, reliability, and total cost of ownership.
Strategically, $CMTL is positioned at the intersection of defense modernization and public safety transformation. Recent progress includes delivery of the first EDIM modems to the U.S. Army under a major contract, opening of a new purpose-built Allerium facility in Gatineau, Quebec to expand Canadian NG-9-1-1 operations, successful statewide NG-9-1-1 go-live in Kentucky, and selection by the 911 Association of Central Oklahoma for advanced call routing. With a focus on higher-margin satellite and space communications alongside recurring public safety revenue, Comtech is driving operational improvements and backlog conversion into 2026 and beyond.
Latrobe Magnesium (ASX: LMG) reports strong progress in Q1 2026 with successful MgO production, Phase 1B underway, and first revenue achieved. A US$2 million non-dilutive funding adds further momentum toward magnesium metal production.
https://t.co/gxKrWUf5et
#Magnesium#Mining #CriticalMinerals #EnergyTransition #kapitalesresearch #ASXNews
Following in the announcement about a new aluminum smelter in the USA, Latrobe Magnesium has a new demonstration plant for magnesium production. Magnesium is key for making high strength steel, ductile iron, aluminum alloys and titanium among other things. https://t.co/T9fnyqt4jg
$PDYN - Palladyne AI Selected as One of 14 Companies for AFRL’s Relentless Wolfpack Industry Day, Advancing Networked Collaborative Autonomous Weapon Systems
https://t.co/uoAyApnCWr
Most quantum companies are a black box
You don't know who's running them. You don't know if they believe in their own thesis. You don't know if the science is real or just a deck.
$INFQ is different.
Let me break down the team
> CEO, Matt Kinsella
Former Managing Director at Maverick Ventures. 18 years in VC. Backed some of the best tech companies of the last two decades.
In 2017 he goes down the quantum rabbit hole.
In 2018 he writes the first check into ColdQuanta, what is now $INFQ
He sits on the board for 6 years. Watches the company grow. Understands every part of the business.
In April 2024 he becomes CEO.
Skin in the game since day one.
His public target: 100 logical qubits by end of 2028. At that leve quantum starts beating classical computing in materials science.
> Founder & Chief Science Officer, Dr. Dana Anderson
He worked directly with Nobel Prize winners Carl Wieman and Eric Cornell on the Bose-Einstein Condensate, one of the most important discoveries in modern physics at JILA, Colorado.
His father was a physicist who worked on the Manhattan Project and collaborated with Enrico Fermi.
He is literally steeped in physics from birth.
In 2007 he founded ColdQuanta with one goal: commercialize what he spent his life building in the lab.
100+ scientific papers. Fellow of the American Physical Society. Fellow of the Optical Society of America. And in February 2026, elected to the National Academy of Engineering, one of the highest honors in the field.
> CTO, Pranav Gokhale
PhD in quantum computation at University of Chicago.
In 2020 he co-founds https://t.co/JdNmdthPam, a quantum software company and becomes its CEO.
In 2022 $INFQ acquires https://t.co/JdNmdthPam
He doesn't leave. He stays and becomes CTO.
His focus: break the barrier between quantum hardware and software so real applications arrive faster than anyone expects.
In April 2026, $INFQ wins a $2M DARPA contract under the HARQ program to build Multistaq, a next-gen platform for heterogeneous quantum systems.
> CFO, Ilan Hart
20+ years at $INTC. Then CFO at Zoox, $AMZN's autonomous vehicle company.
He joined in October 2025, right before the NYSE listing.
That hire was intentional.
The bottom line:
> A VC who backed the company before anyone else is now running it
> A Nobel-adjacent scientist founded it and never left
> A PhD who built and sold his own quantum software company is the CTO
> An $INTC & $AMZN executive is managing the finances
Most quantum plays are a science project with a ticker.
$INFQ is a company.
Infleqtion leadership was in Washington, D.C. this week, meeting with officials at the Pentagon and NASA headquarters to discuss accelerating quantum capabilities into real-world applications, from defense and national security to NASA's science and exploration missions.
"Autonomous swarming" means different things to different people.
We published a framework to bring clarity 📊 — from basic remote control through wolf pack swarm intelligence, where drones collaborate, adapt, and maintain mission continuity under decentralized control.
It's operational today.
📄 https://t.co/iuKPeHiQ6x
@bsiegelIR@HaydenIR $PDYN https://t.co/iuKPeHiQ6x
We’ve expanded our space power portfolio with six new COTS K1S CubeSat batteries (100–500Wh).
Built on our flight-proven heritage, the K1S line delivers safety, flexibility, and mission-ready performance for the growing space ecosystem.
Read more: https://t.co/Aj6FEzEPSU $KULR
GuideTech, a PalladyneAI company, has been awarded a @USNavy contract to develop the Air-Launched Rapid Response Missile (ALRRM), a near hypersonic, air-launched missile designed for Mach 4.0+ speed, 350+ nautical mile range, and a 150 lb warhead, at a fraction of the cost of comparable weapons. CEO Ben Wolff stated: “We believe there is no other missile currently available to the U.S. military that combines the speed, range, and payload capacity of the ALRRM, at this size and price point.”
More: https://t.co/f9KXdzFdA1
$PDYN #DefenseTech #GuideTech #NavyContract #PalladyneAI
@bsiegelIR@HaydenIR $PDYN