Quantum computing investor. I find mispriced stocks and admit when I lose money. Not financial advice.
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This is insane…
McKinsey predicts that quantum computing will create $2,7 trillion of economic value worldwide by 2035, up from the current $3 billion.
That’s a 900x expansion in 9 years.
Imagine what this will do to the revenues and earnings of quantum companies.
We aren’t bullish enough on quantum.
$IONQ $INFQ $GOOGL $IBM
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Earlier this year, $INFQ CEO Matt Kinsella promised $40M in 2026 revenue. Raised to $45.1M.
He also promised 30 logical qubits. Already delivered.
Long $INFQ.
Dear $INFQ investors,
The CEO says his team is on track to hit $40 million in 2026 revenue and achieve the technical milestone of 30 logical qubits.
This is fresh information.
The talk was recorded at the Global Quantum Forum in Chicago on July 22-23, 2026.
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$IONQ didn’t spend $1.8B to 10x its investment in R&D.
They bought a semiconductor fab instead, because the bottleneck isn’t qubits.
The bottleneck is the manufacturing yield - how quickly you can iterate the chip design.
While $IONQ compresses its design loops, hyperscalers are building out AI datacenters.
They are building two sides of the same compute stack, and they'll converge in the datacenter by 2028.
Few words on $IONQ:
It actually started to look like a no-brainer.
The single most asked question about it is how many logical qubits it has. Nobody knows. The company doesn't publish a number, and anyone who claims a precise one is guessing.
That won't matter.
Because what the market is really underwriting here isn't a qubit count. It's a chip design cycle, and $IONQ just collapsed it.
The Skywater acquisition made $IONQ vertically integrated. It owns its own fab, its own photonics, its own packaging. Before that, a design iteration meant queuing behind foundry partners and their priorities. That cycle ran nine months.
It now runs two.
In quantum, the winner isn't whoever has the most qubits, it's whoever can iterate fastest. Every architecture in this field is still being discovered, which means the compounding asset is the number of learning loops you can run per year.
Nine months gives you one. Two months gives you five or six. That's not a marginal improvement, it's a different dimension.
Yes, $IONQ is expensive and the roadmap has slipped before. That's the execution risk you're asked to price.
But a vertically integrated company that can spin a chip design every eight weeks is a fundamentally different bet than a fabless one publishing a roadmap and hoping a foundry delivers it.
The logical qubit question will eventually answer itself.
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Investor Denis retweeted
And also not surprising that other modalities have the steepest hill to climb on QEC. Lastly, what everyone arguing on X totally (!) misses (again IMHO) is economics. unit costs and volume. If you can’t solve these in a way that is manufacturable at scale is not gonna work IRL
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$UBER Forward P/E has collapsed from 47 to 17 over the past two years.
Meanwhile, it does 43M trips per day, has AVs in 7 cities and is rolling out AVs in 8 more cities while committing $10B to AVs funded from its own money without taking on debt.
A bargain.
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Patterns I've noticed in investors who actually compound:
• They can explain their thesis in two sentences
• They write down what would prove them wrong
• They are bored most of the time
• They don't check prices during red days
• They buy more when it hurts
• They never confuse a drawdown with a broken thesis
• They hold enough cash to deploy when necessary
• They ignore everyone's returns except their own
• They let the boring years do the work
Picking the wrong stock is not the problem, not being able to sit still long enough is.
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$PGY is becoming a de-risked business.
CEO Gal Krubiner's roadmap is multi-year, continuous institutional capital deployment.
The latest PAID 2026-REV1 deal alone closed at $460M initial, with a 24-month revolving structure deploying $850M in committed capital.
Meanwhile they've exited Single Family Rentals and are scaling Auto where volume is up 140% YoY and now drives 75% of total YoY volume growth.
High funding visibility. Expanding auto originations. Zero single-family drag.
$PGY is a compounding business.
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The $MSFT / DARPA story is a national security story, and the market is still pricing it like a product launch.
Look at the shape of the last two years.
$100M in quantum funding routed through the CHIPS Act to individual quantum companies. Contract after contract between quantum firms and defense agencies.
Microsoft opening its Maryland research facility to give DARPA on-site access to its Majorana 2 chip isn't just a partnership, it's the state deciding it needs quantum here and now.
You don't open your doors to the Pentagon because you're feeling generous. You do it because the alternative is someone else's quantum machine watching your encrypted traffic.
$IONQ and $INFQ are the names that come up first.
$IONQ is building trapped-ion hardware with government relationships already in place, $INFQ is chasing neutral-atom approaches with its own agency ties.
When the funding, the contracts, and the access all point in the same direction, you're not looking at speculation. You're looking at a supply chain being built on purpose.
Long quantum.
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There are increasingly more announcements from the White House, National Labs, and defense agencies related to quantum.
Quantum is moving from lab research to commercial deployment.
More capital is flowing into quantum.
More capital means faster iteration.
Quantum is becoming national infrastructure.
$IONQ $INFQ
Computers, whether quantum or classical, depend on algorithms. Quantum computing, however, needs a larger toolkit of standardized operations.
@BrookhavenLab scientists and partners developed a quantum version of an important classical operation: bnl.gov/newsroom/news.php?a=…
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Here we go.
Florida International University purchased an $IONQ Superion 256-qubit trapped-ion quantum computer.
This follows yesterday’s announcement that the Superion 256 system would be deployed as the first QPU at the Nvidia Accelerated Quantum Research Center.
The NVIDIA Accelerated Quantum Research Center (NVAQC) will have its first on-premise quantum computing deployment: an IonQ Superion 256 system.
“We see this as the beginning of an exciting era of hybrid quantum-classical computing," says our CEO @NiccoloDeMasi.
The NVAQC is designed to address the fundamental challenges of scaling quantum processors into a new class of accelerated quantum supercomputers.
Connecting IonQ’s full-stack quantum systems directly with @nvidia AI infrastructure will help drive the breakthroughs needed to turn qubits into useful, large-scale quantum supercomputers capable of solving the world's hardest problems.
Our quantum processing system will link directly with an NVIDIA GB200 NVL72 system via NVIDIA NVQLink. Workloads will be orchestrated by the open NVIDIA CUDA-Q platform.
Read the full announcement → ionq.com/news/ionq-to-advanc…
#IonQ #QuantumIsNow #QuantumComputing #QPU
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$INFQ next goal:
100 logical qubits in 2028
1,000 logical qubits by 2030
LFG
A major milestone for Infleqtion: 30 entangled logical qubits, working together in a single computation on Sqale.
Using just 80 physical qubits, Infleqtion has delivered its 2026 roadmap milestone, becoming the first neutral-atom quantum computing company to reach 30 logical qubits on a commercial system.
Congratulations to our Sqale hardware and Superstaq software teams on an extraordinary achievement. Their co-design made this possible, alongside an AI-assisted discovery that halves the physical gates needed for a key logical operation. Fewer gates mean fewer chances for error as we push toward larger, more complex computations.
Next stop: 100 logical qubits in 2028, with customer application development already underway. Each advancement brings us closer to the goal: quantum computers that can tackle problems customers can’t solve today.
Read the announcement: ow.ly/2vhu50ZQQcp
Explore the science: ow.ly/YLxr50ZQQcm
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$INFQ on Aug 12: On track for 30 logical qubits in 2026.
$INFQ on Sep 24: Demonstration of 30 logical qubits on Sqale.
Exemplary execution.
A major milestone for Infleqtion: 30 entangled logical qubits, working together in a single computation on Sqale.
Using just 80 physical qubits, Infleqtion has delivered its 2026 roadmap milestone, becoming the first neutral-atom quantum computing company to reach 30 logical qubits on a commercial system.
Congratulations to our Sqale hardware and Superstaq software teams on an extraordinary achievement. Their co-design made this possible, alongside an AI-assisted discovery that halves the physical gates needed for a key logical operation. Fewer gates mean fewer chances for error as we push toward larger, more complex computations.
Next stop: 100 logical qubits in 2028, with customer application development already underway. Each advancement brings us closer to the goal: quantum computers that can tackle problems customers can’t solve today.
Read the announcement: ow.ly/2vhu50ZQQcp
Explore the science: ow.ly/YLxr50ZQQcm
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$PGY was down 10% yesterday.
I think the reason was the rising bond yields which make consumer credit less accessible.
However, that’s not a problem for $PGY because it secures institutional forward-flow commitments before issuing ABS deals.
Buyer demand is pre-committed, and therefore, it protects volume.
One potential downside for $PGY could be rising credit-related impairments if credit delinquencies increase.
$PGY must retain 5% of its ABS deals on its balance sheet. Those could be harmful in a high interest rate environment.
On the other hand, if $PGY keeps growing its volume by converting more ABS volume into forward-flow structures, that balance sheet drag disappears.
We’ll have to see what management says at the next earnings call.
I’m still cautiously optimistic.
The US 10Y Note Yield is now moving in a literal straight-line higher, up to 5.13%.
This is no longer an issue that we have months or years to address.
This is unsustainable.
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Yields jumped yesterday, and today the projections are flying.
7% by year-end. 10% in 2027. Nobody knows. Nobody has ever known.
Dollar cost average into a broad ETF or Bitcoin.
Just keep accumulating.
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You are not behind, you are just waiting for permission that nobody is going to give you.
I've watched people sit in cash for three years because they wanted a signal. A headline. Somebody credible to say the bottom is in.
That signal does not exist. Nobody knows what will happen for sure. The people who built real positions did it while it still felt stupid, in small amounts, on days that looked like nothing.
The market does not reward the person who was right eventually. It rewards the person who was early and stayed.
Every week you wait for certainty is a week the compounding doesn't happen.
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$IONQ CEO said already last year they were going to grow with Nvidia.
He kept his promise.
The NVIDIA Accelerated Quantum Research Center (NVAQC) will have its first on-premise quantum computing deployment: an IonQ Superion 256 system.
“We see this as the beginning of an exciting era of hybrid quantum-classical computing," says our CEO @NiccoloDeMasi.
The NVAQC is designed to address the fundamental challenges of scaling quantum processors into a new class of accelerated quantum supercomputers.
Connecting IonQ’s full-stack quantum systems directly with @nvidia AI infrastructure will help drive the breakthroughs needed to turn qubits into useful, large-scale quantum supercomputers capable of solving the world's hardest problems.
Our quantum processing system will link directly with an NVIDIA GB200 NVL72 system via NVIDIA NVQLink. Workloads will be orchestrated by the open NVIDIA CUDA-Q platform.
Read the full announcement → ionq.com/news/ionq-to-advanc…
#IonQ #QuantumIsNow #QuantumComputing #QPU
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Few words on $IONQ:
It actually started to look like a no-brainer.
The single most asked question about it is how many logical qubits it has. Nobody knows. The company doesn't publish a number, and anyone who claims a precise one is guessing.
That won't matter.
Because what the market is really underwriting here isn't a qubit count. It's a chip design cycle, and $IONQ just collapsed it.
The Skywater acquisition made $IONQ vertically integrated. It owns its own fab, its own photonics, its own packaging. Before that, a design iteration meant queuing behind foundry partners and their priorities. That cycle ran nine months.
It now runs two.
In quantum, the winner isn't whoever has the most qubits, it's whoever can iterate fastest. Every architecture in this field is still being discovered, which means the compounding asset is the number of learning loops you can run per year.
Nine months gives you one. Two months gives you five or six. That's not a marginal improvement, it's a different dimension.
Yes, $IONQ is expensive and the roadmap has slipped before. That's the execution risk you're asked to price.
But a vertically integrated company that can spin a chip design every eight weeks is a fundamentally different bet than a fabless one publishing a roadmap and hoping a foundry delivers it.
The logical qubit question will eventually answer itself.
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Of the 5 analysts covering $INFQ, everyone agrees it's a buy.
Even the lowest price expectation implies a 35% upside.
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