Investor Denis

$QNT is -2% while $IONQ is +6% today. Is it because of $IONQ's Superion 256-qubit computer sale? Is the market starting to price $IONQ as the clear leader in the trapped-ion space? https://t.co/kiebrSzc99

Of the 5 analysts covering $INFQ, everyone agrees it's a buy. Even the lowest price expectation implies a 35% upside. https://t.co/KZmu72zzGu

The insane compute demand is a bull case for quantum computers. Classical AI models will be less effective for specific complex domains like molecular dynamics, drug discovery, and financial risk modeling. Adding QPUs provides non-linear compute acceleration without inflating energy costs. QPUs should work alongside GPUs, and the recent $ORCL / $QNT deal exemplifies that. If compute is the new gold, quantum acceleration is the next step. $IONQ $INFQ $QNT

The insane compute demand is a bull case for quantum computers. Classical AI models will be less effective for specific complex domains like molecular dynamics, drug discovery, and financial risk modeling. Adding QPUs provides non-linear compute acceleration without inflating energy costs. QPUs should work alongside GPUs, and the recent $ORCL / $QNT deal exemplifies that. If compute is the new gold, quantum acceleration is the next step. $IONQ $INFQ $QNT

$IONQ's real-time quantum error decoder is a unit economics win. We thought that real-time error correction would require massive classical compute clusters. $IONQ proved it needs a single CPU. It introduces 0.02% stretch time, which adds practically no delay to quantum computations. It makes commercial hybrid deployments cheaper and more practical. So $IONQ just solved decoding without forcing customers to buy multi-million dollar classical supercomputers just to run error correction.

First $META was hated, now it's $UBER. $UBER controls the demand aggregation layer. As AVs flood the market, hardware margins will compress and supply costs will collapse. In a commoditized supply market, distribution is king. $UBER is the distribution. https://t.co/XxpV4dsf5n https://t.co/UAaPteMfPo

$ZETA is expected to hit $1.8B in 2026 revenue. This is what $10B in revenue looks like. I'll hold my $ZETA shares. https://t.co/oDPRi0F1dO https://t.co/kw86AC9263

The best thing that's happened to $INFQ is its CEO Matt Kinsella: Early investor in $INFQ, then partner at Maverick Capital Became the CEO in 2024 Raised $550M at its IPO Stood in the Oval Office as the President signed Executive Orders on Quantum Secured $3.9M from the US Department of Energy Secured a $2M DARPA software compilation contract Secured a $1M US Navy development award Selected for 3 Genesis Mission projects Secured a $20M follow-on award from NASA for quantum gravity sensors Matt is a monster.

$IONQ CEO nailed it. The most commercially viable path for quantum computers isn't in the lab, it’s direct deployment inside datacenters. On Aug 11, 2026, $ORCL validated this through a deal with $QNT. $IONQ's Forte Enterprise is specifically designed for deployment in enterprise datacenters. They’ve already deployed those systems at QuantumBasel. Why would $IONQ not deploy more QPUs in datacenters?

$IONQ CEO nailed it. The most commercially viable path for quantum computers isn't in the lab, it’s direct deployment inside datacenters. On Aug 11, 2026, $ORCL validated this through a deal with $QNT. $IONQ's Forte Enterprise is specifically designed for deployment in enterprise datacenters. They’ve already deployed those systems at QuantumBasel. Why would $IONQ not deploy more QPUs in datacenters?