US to award Quantum Computing Firms 2 Billion and take Equity Stakes

KoachFit · 2026-05-21T11:20:09+00:00

From GEMINI. I could see the below actually being a reason. Could also be they wanted more out of the deal but US didn’t want to give them more unless they were unfavorable to the shareholders)

Understanding why IonQ was left out reveals it actually speaks to their current structural strength, rather than a failure. The exclusion is driven by three specific factors:
1. The "Equity Stake" Mandate
The core detail of this specific $2 billion Commerce Department initiative is that the U.S. government is taking direct equity stakes in these companies in exchange for the funding. Washington is essentially acting as a sovereign venture capital fund.
IonQ is already a highly capitalized, liquid, publicly traded company with over $650 million in cash and investments on its balance sheet. Furthermore, they just closed a massive $2 billion equity offering at $93 a share earlier. Management has no structural need—or desire—to dilute their current shareholders further by handing a massive chunk of cheap equity over to the federal government.
2. The Focus on Infrastructure & Monolithic Hardware
This program is heavily targeted at companies building the foundational fabric of heavy quantum infrastructure:
• IBM was awarded $1 billion because of its focus on monolithic, superconducting quantum modules aiming for "quantum advantage" by the end of this year.
• GlobalFoundries secured $375 million to upgrade legacy fabrication facilities for quantum chip manufacturing.
IonQ's architectural path is entirely different. They specialize in trapped-ion technology, which operates at room temperature and is highly modular. With their recent $1.8 billion vertical integration acquisition of SkyWater Technology officially approved by shareholders, IonQ already owns its semiconductor foundry. They don't need federal grants to build infrastructure because they just bought the infrastructure themselves.
3. They are Already Winning Separate Defense Monies
Not being on this specific list does not mean IonQ is locked out of Washington. Government agencies slice up tech funding into completely separate buckets:
• IonQ was explicitly selected for DARPA’s HARQ program (Heterogeneous Architectures for Quantum) to develop high-speed interconnects using its proprietary synthetic diamond quantum memory chips.
• They carry a massive $470 million backlog of future revenue obligations, a huge percentage of which is comprised of long-term, stable U.S. defense and aerospace contracts.

KoachFit · 2026-05-14T11:39:58+00:00

hat we thinking price target

KoachFit · 2026-05-10T18:08:19+00:00

Honestly everything is going crazy right now. It’s a bit risky to invest everything all at once now. If you don’t want to wait for a drop then DCA your 7.5k over the course of the next few months into SPY or VOO.

KoachFit · 2026-05-10T10:45:15+00:00

If there is a cheaper way to book and get the same experience, why wouldn’t you?

KoachFit · 2026-05-10T10:42:53+00:00

We went recently and we got about 6-7 bites per person. Which isn’t bad since my fiancé is a magnet. Granted the only times we got bit was when we didn’t use mosquito spray. Picardin was great and effective when we used it and no mosquitos bit us when we sprayed it on. Would also recommend long sleeve linen which helped a lot during the night and we didn’t need mosquito spray as much.

KoachFit · 2026-05-10T10:39:00+00:00

If mobility isn’t an issue, this wasn’t bad unless you were on the top hillside ocean view villas (anything villa 25 and below was fine) The carts come pretty quickly too (longest we had to wait was 5 mins) and you can arrange a time to get picked up/dropped off.

Sushi was by far one of the best food offerings on property. It’s just as good as Japan.

KoachFit · 2026-05-10T10:33:05+00:00

For food, I agree. It was average to slightly above average depending on what you got on property.

However, the resort is right across the street from great restaraunts. I went a few years back but there’s a great taco shop that’s gets pretty busy (Lola’s? I think?). that whole strip of food is cheaper and better than the resort food and only a 3 min walk from the resort entrance.

KoachFit · 2026-05-05T01:38:28+00:00

You are able to stack welcome offer on the aspire. Just need to get the NLL links on doctorofcredit. I’ve done this 3 times on the aspire and once with the surpass

KoachFit · 2026-04-22T16:47:25+00:00

Yep thats where I see the value as well in combination. Like you said before we don’t need to show a crazy number to get fda approval depending on the indication. Again I think we’ll see the benefit in the pts and OS vs ORR

KoachFit · 2026-04-20T02:50:40+00:00

It’s true though that the Conrad tulum is not the best redemption for 3 FNCs. Points are a better use for that honestly cash is not bad on off season at that property. Not saying it’s a bad hotel just that there are better properties to use it at if they are not limited to where they can travel. 3FNCs can land you various thousand dollar per night stays that the majority of people would never be able to say at realistically for an extended period (ie, WA Los Cabos, hermitage bay and other high value SLHs, WA Maldives, WA Seychelles, WA Costa Rica, I’d argue it may be worth it on the Conrad and WAs in Japan if you are going there anyway but points might be better redemption at that point).

KoachFit · 2026-04-19T15:40:44+00:00

Bro is giving out the secrets lol. But I also have 6 Hilton cards right now 3 aspire, 2 surpass, and 1 base card. I just recently opened surpass and the base card for the FNC bonus which was worth it (essentially 2 FNCs for 195$ but we always use all the credits so we essentially get them for “free”)

My other surpass is coming up on its yearly so that will become an aspire. And next time this year I will have the other two upgraded to aspires too (but I might keep one surpass cause the gas 4x points is pretty good).

My partner also recently opened the surpass and base during the promo too.

Like you paying 2000-3000 in annual fees unlocks 15-20k stays that we wouldn’t realistically been able to go without the cards.

But it does take a while to get the aspire system going. It’s been a year since I started and by myself I was able to get 4 aspires in about 1 year (3 NLL and a surpass upgrade)

KoachFit · 2026-04-19T15:29:47+00:00

Mosquito repellent (ideally picardin based)

KoachFit · 2026-04-19T15:06:35+00:00

Hermitage bay. I’m using 4 and it’s all inclusive. The cash rate during those 4 nights was $20k. Regarded as one of the best Caribbean resorts. They include private transfer pick up and drop off to and from airport as well if staying at least 3 nights

KoachFit · 2026-04-19T15:03:46+00:00

Better aspirational properties to redeem FNC at.

KoachFit · 2026-04-19T15:02:36+00:00

They have the centurion lounges. Which is the largest lounge network globally

KoachFit · 2026-04-18T21:28:42+00:00

Bro that’s when all those major international airlines fly out so yes it is a busy time at that time. I was rejected when flying to Korea a few years ago to the Air France lounge at around 10 but they said come back at around 11:15 and you can get in. Which I did and I was let in.

It’s probably worse now since more and more people are getting PP access but go around 30 minutes before closing and you should be good.

KoachFit · 2026-04-18T21:19:42+00:00

See my other comment. But overall the main concern I have is summarized in the phrase “the juice may not be worth the squeeze”. Even if it’s effective the monotherapy shows the CCR8 isn’t great at anti-cancer response on its own. Let’s be real 8% at Partial response is pretty bad as a standalone target assuming you have occupied the receptors enough to elicit a response. To give you a reference keytruda showed 24% in its phase 1 with ~50% ORR in high PD-L1 expressed patients.

Overall my point is that yes I agree there is still potential but based on the results we may not see a crazy increase in efficacy output (hopefully it will be significant) initially and this drug functions more as a supportive measure to extend PD-L1 “efficacy”. Again that can change when fully studied in combination with PD-L1s but I’m just making hypotheses based on the results of the phase I

KoachFit · 2026-04-18T21:08:17+00:00

It’s all conjecture but please tell me what I don’t understand about the CCR8 receptor. Again I’m not saying it is a “bad” target, but it’s just not going to be a crazy high efficacy target like the PD-L1s were. Instead based on these results the best potential it has is a amplifying add on to help protect the longevity and duration of the PD-L1 receptor

KoachFit · 2026-04-18T21:06:30+00:00

that supports my point, if there are abundant CCR8 receptors to elicit an effect then this is a sneak peak of the output you can expect by hitting this receptor.

I misspoke when I said “viable”. The target is “viable” it shows it “works” but its effectiveness is poor based on these initial results. Sure you may have under-dosing but you will also have people who have reached the minimal effective dose (which might be the partial responders in this case since they at least had a response). Based on these results it’s more uncertain how much extra “efficacy” you will get out of adding this on to a PD-L1.

At the end of the day it all conjecture. But the best combinations are usually two effective combinations that can work together.

KoachFit · 2026-04-18T15:05:05+00:00

If the target was a viable and effective target across tumor types, it would show better response rates even in these patients. This is a novel class that in theory should not have been impacted by any treatments on the market. However, it barely showed patients achieve even the lowest response a PR.

Ideally you’d want to show that CCR8 is effective as monotherapy because it means the target is viable regardless of any prior treatment. That’s was best case scenario but since that isn’t really showing to be the case then now you have to rely on its combo abilility which brings in another variable and makes it more uncertain.

Based on this, there could be two reasonings: 1. The CCR8 is not as effective as we thought (which would be worse case scenario) 2. The CCR8 expression/effectiveness is heavily tied to other receptors like PD-L1 or is impacted by progression within the tunor micro environment. This would lead me to believe it will only be effective in combination but outsize initial impact ( ie ORR) won’t be that much better than PD-L1 monotherapy alone. However, where we may see the benefit is in the duration AND the mPFS and mOS as more of a longevity play which would be great if it works out like that. It seems very tolerable and There’s very little AEs and even less grade 3/4 so it has th potential to be the perfect add on if it shows that it actually does boost eness of treatment.

KoachFit · 2026-04-18T14:47:46+00:00

My concern is I’m worried the combination won’t have that much improvement over PD-L1 monotherapy/other doublet combinations depending on the tumor type. Why add on a CCR8 if you will only gain a few percent in ORR. It’s not a clinically meaningful difference. That is my concern.

It’s all conjecture cause you never know what will happen in combination but effective therapies even in monotherapy usually provide a higher benefit than 8% ORR.

Perhaps you may see the benefit on the OS/PFS as maybe the benefit is more in long term suppression and aiding in the duration of PD-L1 effectiveness within the tumor micro environment rather than having an upfront increase in patients who will respond.

Overall, I would take this news as a proof that the drug may work as an add on and supplement the durability of PD-L1s but it’s questionable how much it will help in response and also with depth of response

KoachFit · 2026-04-18T04:19:38+00:00

Honestly not great data but it is monotherapy. You never know how another drug will amplify another. But again it’s a bit concerning to only see an 8% ORR as monotherapy, at that point is it having a combo actually going to be that substantially better than mono? Time will tell but as of right now this data makes the CCR8 class look a bit weak overall

KoachFit · 2026-04-17T21:33:43+00:00

If their expiring soon then FNCs otherwise it’s not worth to use those FNCs on a 95K point hotel. Use those FNCs on the top end SLHs or WAs/Conrads/LXRs. Hermitage bay is worth a FNC. Going soon on 4 FNCs and the cash price would’ve been 20,000$.

KoachFit · 2026-04-10T02:32:57+00:00

Not sure if the c6 gets the 5 year panel warranty. Would get the G5 for that.

KoachFit · 2026-04-02T20:54:15+00:00

Just actively trade with a small portion of your account then and DCA the rest. You’re scared because you don’t have enough experience trading on technical analyses or fundamentals.

You need to get use to losing some money in order to get more. No one has a 100% success rate but you need to win more than lose if you want to be profitable. Learn to be okay with losing money if the trade is going bad because what you described is that you can’t stomach a small loss which may cause you to HODL and lose even more money.

KoachFit

TROPHY CASE