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Cite asCryptoQuant has tracked the directional calls on INFQ by @CitronResearch on X since Mar 2023: not yet scored on INFQ (as of Oct 12, 2026).
Relative view by default — fewer than 30 INFQ calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @CitronResearch to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Is $INFQ the steal of the century vs $RGTI the walking dead?? Quantinuum , the leader of the quantum going public at a rumored $20B market cap. Asked Claude to rank every public quantum name on quality 1-10 and value them against that anchor. Who doesnt use a cheat sheet. Unbiased. Love the adjectives. Of course unlock....just saying.
View original →1) DON'T LISTEN TO CITRON. Listen to Jensen. $INFQ RULES! $RGTI insignificant $NVDA has spoken on quantum and laid out exactly who their partners are. $INFQ IS THE ONLY company NVIDIA selected twice for both Calibration AND Decoding , yet trades at half the market cap of $RGTI, a company NVIDIA didn't select at all. $INFQ deserves to be twice the market cap of $RGTI. Not the other way around. This chart shows what prices would look like This is the most obvious mispricing in the quantum market right now. Let's explain
View original →$CCCX $RGTI $IONQ $QBTS How quickly things will change soon once Infleqtion changes name merger complete and analyst coverage. Today asked Claude: “If you had no knowledge of their current market caps or stock prices, and could only evaluate these four quantum computing companies on their technology, contracts, team, revenue, and competitive positioning how would you rank them from most valuable to least valuable: Rigetti, IonQ, D-Wave, and Infleqtion?” Answer: 1. Infleqtion — DARPA-validated, multi-modality, real defense revenue, NVIDIA partnership, 230+ patents, strongest competitive moat 2. IonQ — Legitimate trapped-ion tech, cloud partnerships, best gate fidelity, credible roadmap 3. D-Wave — First mover in quantum annealing, ~$24M revenue, but niche approach with limited scalability to general-purpose quantum computing 4. Rigetti — Superconducting qubits competing against Google and IBM with a fraction of the resources, weakest positioning of the four. Yet today's market caps:
View original →Added to position $CCCX. Remain long Infleqtion and short $RGTI. Voted ALL my shares!! Why? Because Infleqtion just secured a $6.2M ARPA-E contract with the U.S. DOE to apply quantum computing to real U.S. energy-grid optimization, alongside Argonne National Lab, EPRI, and ComEd. That’s government validation, real partners, and an actual use case, not a slide deck. Meanwhile, Rigetti Computing delayed its 108-qubit system again in January, still working through hardware complexities, while trading like it’s already won the quantum race. One company is deploying quantum into national infrastructure. The other is just nonsene Long execution and short hype https://t.co/Gr2CELDTIS
View original →$IBM conference call gives visbility into $RGTI going back to single digits and $CCCX going much higher.- During the Q4 2025 earnings call yesterday, IBM CEO Arvind Krishna didn't mince words about where the industry is going which should make every Rigetti bull fold their hands while the still have them. "Quantum advantage will require high-performing hardware, and in December, we deployed our first 120-qubit IBM Quantum Nighthawk-based system for use by our clients." The Citron Takeaway: IBM just told you that the "standalone" quantum computer is a dinosaur. If you’re Rigetti, sitting there at a $7.2 billion market cap with a hardware-only play, you’re basically a flip-phone in a world where IBM and AMD just announced the iPhone. Meanwhile, Infleqtion is sitting pretty because they’ve been preaching this "modular" gospel for years. While Rigetti is trying to build the whole car, Infleqtion is building the engine components that actually fit into the garage IBM is building. 2026 is the year the hype dies and the "crossing of the caps" begins—$7.2B for a research project vs. $1.8B for a real business. You do the math.
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