Quantum $INFQ + Heavy Rare Earth $CRML . Macros. Tracking risks and high conviction, not vibes and hype. High risk tolerance.
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Mason retweeted
Looking forward to Cisco Quantum Summit next week!
On Oct 7, Day 2 of Cisco Quantum Summit focuses on “Quantum Computing Compiler: Bringing Network Awareness.” Building a quantum internet requires compilers to be network-aware.
Hear from @IBM, Atom Computing, @infleqtion, @IonQ_Inc, and more.
cs.co/6010BGXVaA
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Interesting development for $CRML in Romania that seems to have flown under the radar.
@CriticalMet has officially established Critical Metals Romania SRL, a wholly owned Romanian subsidiary headquartered in Bucharest.
The company was registered August 27, with Tony Sage, CTO Tony Halliday and Malcolm Day listed as administrators. Its primary registered activity is engineering and related technical consultancy.
This comes as CRML continues evaluating a proposed 50/50 JV with Nuclearelectrica’s FPCU Feldioara to develop a Romanian processing facility for material from Tanbreez.
Important distinction: the JV itself has NOT been approved yet. Nuclearelectrica says CRML’s pre-feasibility study remains under technical and economic evaluation and no funds have been allocated to the project.
But setting up an actual wholly owned Romanian entity, with CRML’s CEO and CTO directly involved, is a tangible step beyond simply talking about building a European processing operation.
Tanbreez in Greenland → processing in Romania → Western rare-earth supply chain.
Still plenty to execute, but the pieces continue getting put into place.
romania-insider.com/business…
$CRML
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Some pretty important context missing here from @simplywallst. Also starting to notice a pattern with how this outlet covers $CRML. The negative framing consistently seems to get the headline.
The “going concern” language should be read alongside CRML’s actual liquidity position and what is expected to happen next.
I’ve spent the past several days going through this myself and weighing the filing against Sage’s own recent updates.
CRML ended FY2026 with $102.5M in cash and a $79.6M working capital surplus.
And that headline $228.2M loss is not cash burn. Operating cash outflow for the year was $29.7M, while roughly $120.9M was warrant fair-value expense and $66.0M was share-based payments.
Yesterday, CEO Tony Sage publicly stated that the pending European Lithium merger is expected to provide CRML with approximately $250M in cash, and that management does not expect CRML to require immediate funding until late 2027.
The merger is currently expected to complete in November, subject to the remaining approvals and conditions.
Financing risk obviously still exists, and the 20-F discloses it. But presenting the going-concern language without this context gives a pretty incomplete picture of $CRML’s current and expected liquidity position.
simplywall.st/stocks/us/mate…
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Mason retweeted
$VOYG and Anduril just formalized a partnership across weapons and propulsion building on $60M+ of Golden Dome work already awarded to Voyager.
The agreement now creates a path to high rate domestic production if those interceptor programs scale into larger orders.
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Mason retweeted
$VOYG 👨🍳 Considering the timing of the newly closed $402.5M convertible note and the official filings explicitly stated Voyager earmarked a portion of these net proceeds for “strategic acquisitions and organic growth initiatives.”
My bet is on the Voyager playbook “growth by acquisition.”Expanding lunar systems (habitats) 🤔
Also plausible, a Europe/NATO partnership + production expansion. That theater is awarding software and layered air defense now ($PLTR | Anduril); a teaming deal isn’t out of the realm of possibility…Staying tuned
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Mason retweeted
Infleqtion delivered the UK’s only operational 100-physical-qubit quantum computer to the NQCC (@nqcc_official).
Now, we’ve signed an MOU with Riverlane to explore bringing its real-time error correction technology together with our UK-designed and built neutral-atom platform.
The goal: reliable logical qubits that can power more complex, useful computations.
Learn more: ow.ly/eKWn50ZSsut
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$CRML @CriticalMet Marco Rubio was on Hannity tonight and was asked whether the new Greenland agreement makes it more likely the US can secure critical minerals from Greenland. Rubio basically said absolutely, and that the new relationship should increase US interest in investing in those assets.
That honestly makes me think private strategic capital could end up being just as important as EXIM, if not more important. EXIM would obviously be great, but there’s a lot of bureaucracy involved with government financing (and wouldn’t be surprised there were politics). With the amount of attention Greenland is getting now, I’d imagine there are some very large private investors or strategic partners looking at these projects too.
Seems like Tanbreez should have a lot more financing options opening up now than simply waiting on EXIM.
$CRML shareholders need a real funding update before year end.
I would not treat the “18 months of runway” comment as some golden rule.
The 20-F makes it pretty clear that CRML can continue operating, but the expanded Tanbreez development plan is going to require additional capital.
That makes the next 6-12 months much more important to me.
The obvious one is the $120M EXIM loan.
CRML has had the EXIM letter of interest since June 2025. That financing is specifically intended to help fund technical studies, pre-production work and the start of mining at Tanbreez.
So what are we waiting for?
If that converts into an actual loan, it materially extends the runway and removes a lot of uncertainty around how Tanbreez gets funded without leaning on the equity market.
The pending European Lithium deal should also strengthen the combined liquidity position substantially, but the 18 month runway already includes the merger.
And ultimately, if government funding, EXIM or other third-party financing do not materialize, CRML still has other financing options. That does not mean they are going to use them, but I think shareholders deserve full clarity on what the preferred funding stack actually looks like.
I would really like to see an updated EXIM timeline before the end of the year.
@TonySage7237 @CriticalMet
NFA. DYDD.
criticalmetalscorp.com/criti…
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Mason retweeted
Sen. Warren is in BIG trouble. Even some Massachusetts Dems are demanding she resign after her use of the autopen under Biden was CONFIRMED by West Wing door logs. She allegedly entered the room 116 times & signed 112 documents, pardons & executive orders. She's cooked! #mapoli
Community note
This claim originated from a satire network, America's Last Line of Defense, which discloses "Nothing on this page is real." There is no West Wing door log evidence, no such statistics, and no credible reporting of Massachusetts Democrats calling for Warren's resignation. facebook.com/ALLODSatire/po… mediabiasfactcheck.com/the-resistance… news.meaww.com/fact-check-did…
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Mason retweeted
The sharpest rent declines in the U.S. are occurring in areas with the most cooperation with ICE deportation efforts, per DHS.
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$INFQ SPARK NOTES from this week:
30 logical qubits ✅
Error detection ✅
Loss / erasure correction ✅
Full real-time QEC ❌ not yet
Infleqtion itself says the 30 logical qubit result fulfilled its 2026 roadmap commitment. The full paper is coming in the next few weeks with the experimental methods, resource counts and statistical analysis.
And yes, everyone is going to be looking closely at the error correction numbers.
Even if the paper shows they haven’t hit every 2026 roadmap parameter yet (including 99.90% gate performance), I’m not losing sleep over it.
They’re already working on real-time control, mid-circuit measurement, stronger error suppression and fault-tolerant QEC with NVIDIA CUDA-Q Logical.
They also showed 3 customers for Sqale logical circuits in the QWC presentation.
My bet? Give these guys a few months.
You really think Infleqtion is walking into 2027 with 3 major customers waiting and NOT pushing like hell to get the next layer of QEC working?
Come on. 👀
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$INFQ KILLER FIND!
Matt Kinsella and Pranav Gokhale making their 30 logical qubit announcement at Quantum World Congress '26.
$INFQ @infleqtion @_pgokhale
piped.video/_7zsrPQfOvQ?is=SM52…
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Mason retweeted
Matt Kinsella and Pranav Gokhale making their 30 logical qubit announcement at Quantum World Congress '26.
$INFQ @infleqtion @_pgokhale
piped.video/_7zsrPQfOvQ?is=SM52…
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Mason retweeted
Dude I bought ur stock and I believe it must be around $25 so please share more info
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Mason retweeted
WIRED’s look at @NASA's new 3D geoid model shows how variations in mass make our planet’s gravitational field subtly uneven. Measuring those variations can help reveal how water, ice, and other mass move over time.
That is the connection to Infleqtion’s work with NASA’s Jet Propulsion Laboratory (@NASAJPL) on the Quantum Gravity Gradiometer Pathfinder. Led by JPL, the mission is designed to put a quantum gravity sensor in orbit for the first time and test a new way to measure small changes in Earth’s gravitational field.
We’re now building hardware for microgravity testing, moving quantum sensing another step closer to orbit.
Read the @WIRED story: ow.ly/cXF550ZSrzE
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Mason retweeted
Catalyst Alert 🚨
Interesting timing for those following closely 👀
"He said the bidding process would end in late October, after which the government would hold talks with a preferred company and agree on a deal."
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Seeing some debate around $INFQ’s 30 logical qubit result, and I think the truth is somewhere in the middle.
@infleqtion hit the 30 logical qubit target it publicly set for 2026. Even this article acknowledges that.
Where the debate gets fair is the older 2025 roadmap slide, which had the whole 2026 milestone labeled “error correction.”
That slide definitely created an expectation that the full milestone included more than just the qubit count.
But the written announcement from 2025 specifically said the updated target was “30 logical qubits in 2026.” It did not explicitly say “30 fully error-corrected logical qubits.”
And Infleqtion is not hiding what still needs work. Their new technical post says they still need "real-time control, mid-circuit measurement and to move beyond post-selection."
So my read is pretty simple:
They hit the headline 2026 milestone.
The open question is how much of the broader error-correction milestone is complete.
And as for the 99.90% error correction aimed for 2026. There's good news: we still have 3 months 😁
...and in "quantum time," that's like a century 🕒
@_pgokhale
postquantum.com/industry-new…
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