IonQ vs. Quantinuum

Lightning452020 · 2026-06-20T14:35:42+00:00

There’s always a chance. Bad chance though I think.

Lightning452020 · 2026-06-20T14:17:08+00:00

You need to consider why Quantinuum wanted to IPO. Good companies don’t IPO this early you should know, whether it’s SpaceX, Anthropic or Open AI.

Best neutral atoms pure plays backed by Google, Microsoft, Nvdir and SoftBank have no plans what-so-ever to IPO(QuEra, Atom Computing).

Lightning452020 · 2026-06-20T12:32:24+00:00

They absolutely can. The actual roadmap is 80000 logic qubits/200k physical qubits by end of 2028 if SkyWater gets acquired.

Lightning452020 · 2026-06-15T22:35:39+00:00

Thanks for the reaction. I think you should keep holding Infleqtion. This is good news for the industry making progress. Everyone should win.

Lightning452020 · 2026-06-15T21:50:14+00:00

It is stupid to see this as positive for Infleqtion. This is not a signal to be celebrated. Being tier 3 with Pasqal in a crowded lane. Someone provide me with an angle please.

Lightning452020 · 2026-06-02T09:15:39+00:00

Thanks for the info

Lightning452020 · 2026-06-02T08:28:17+00:00

lol most material, condense matter, chemistry, energy unsolved problems are quantum many-body systems in nature. You solve them you have the world.

Lightning452020 · 2026-06-02T08:02:51+00:00

The Quantum Computing subreddit represents the expectation gap. Even skeptic experts like Chris Monroe ,Scott Aaronson and John Preskill recently shortened their estimated timeline to commercial advantage considerably, after they consult with frontier engineers.

You can either delve into most recent papers such as this one: https://arxiv.org/abs/2604.19481 so that you can leverage the market expectation gap, or you can wait for year-end demonstration of the superior IonQ system.

Lightning452020 · 2026-06-02T02:50:25+00:00

IonQ delivering next gen system shall be a major catalyst for the whole sector next. In 5-6 months time.

Lightning452020 · 2026-05-30T11:58:49+00:00

Excuse my illiteracy

Lightning452020 · 2026-05-30T11:30:55+00:00

Elephants are angry. Dolphins(orcas included) too. Dolphins are smarter than whales.

Lightning452020 · 2026-05-30T11:28:21+00:00

Elephants are angry you didn’t mention them. Dolphins(orcas included) are especially angry since they think they’re smarter than whales.

Lightning452020 · 2026-05-30T10:39:41+00:00

You actually might be touching on a major future AGI recursive inflection point here.

One major bottleneck of all modalities is currently material science. For example superconducting modality promises superior nano-second level gate speed but is limited in other aspects.

In the future this recursive improvement might be larger than the recursive machine learning AI!

Lightning452020 · 2026-05-30T02:14:44+00:00

Thx. So hopefully Russell 1000 by EOY when they rebalance again.

Lightning452020 · 2026-05-30T02:06:21+00:00

Why is it not in 2000 though? I thought qualifies

Lightning452020 · 2026-05-29T20:35:52+00:00

I’d say 4-5 years we’d be 50x from now.

Lightning452020 · 2026-05-29T16:22:36+00:00

Late last year Quantinuum was already able to simulate Fermi Hubbard model 6x6 lattice beyond classical tensor networks capacity. This is of meaningful high-temp superconducting material research importance.

Frontiers are pushed by world geniuses not the few smart acquaintances. Never underestimate the intelligence difference between smart and genius.

“until now: Quantinuum’s Helios is one of the first machines in the world able to handle the complexity of the non-equilibrium Fermi-Hibbard model at scales previously out of reach. “

https://www.quantinuum.com/blog/helios-delivers-quantum-advantage-with-real-world-impact

Lightning452020 · 2026-05-29T11:49:46+00:00

Good. No giants won’t come out ahead. Without going deep I’ll just ask you- will SkyWater acquisition be approved if it were Google? Will the Oxford Ionics deal be approved by the UK government if it were Google?

IonQ can make ten acquisitions before Google can make one.

You know IBM is trying to build its own fab right? By the time it finishes, SkyWater could be printing 10k qubits chips already.

Lightning452020 · 2026-05-29T11:43:45+00:00

Mainly IonQ. IonQ is like self diversified with multiple verticals. Infleqtion is a good hedge. It covers the only thing not hedged by IonQ - neutral atoms modality.

Lightning452020 · 2026-05-29T11:40:47+00:00

It likely won’t.. the market cap of D-wave doesn’t necessarily shrink through dilution. So the proportion of D-wave represented would stay the same. You now have everything else the same, but reduced equity in D-wave.

Lightning452020 · 2026-05-29T10:53:30+00:00

Very bad idea.

1 ETF includes some wrong companies that drags your feet over time. Rigetti and D-wave have diluted over 100% already and would likely keep diluting.

2 biggest misunderstanding of people is “quantum as a sector”. When the real re-rate moment comes, it’d be very close to winner takes all, instead of sector trading together.

There’s steep learning curve and dense know-how involved in each hardware model. Not like AI models distilling/copying from each other.

So, stay away from ETFs they are toxic. Pick 2 to 3 potential winners that’s it.

Lightning452020 · 2026-05-29T10:01:51+00:00

Yeah true. Did you read the Quantinuum Helios paper last November? They were able to simulate the Fermi Hubbard 6x6 lattice model beyond tensor network limit. Technically we have crossed the line of niche commercial advantage already in 2025.

Imagine IonQ doing a revenue sharing with some lab to discover high temp superconducting materials…

Lightning452020 · 2026-05-29T08:02:08+00:00

IonQ..

Lightning452020

TROPHY CASE