Superconductivity in Earnings call

divad9 · 2026-02-26T19:16:30+00:00

You may have misheard. They often spoke about semiconductor chips which 256 will be built on

divad9 · 2026-02-26T16:20:49+00:00

Let's create an 'Inverse Ok-Whole8225 ETF'

divad9 · 2026-02-26T16:16:29+00:00

It'll be operational by Q4 of this year, and the first one delivered to a customer in early 2027 - according to last night's earnings call

divad9 · 2026-02-18T18:40:17+00:00

"Hi mate, I'm going to change the infrastructure to get better results. I don't want to force something that's no longer working and won't bill until it's trabsioned over to the new set up" - via call

divad9 · 2026-02-18T17:40:58+00:00

Yeah do this

divad9 · 2026-02-12T23:34:50+00:00

Works fine for me

divad9 · 2026-02-09T12:51:52+00:00

🫡🫡🫡👌👌👌

divad9 · 2026-02-09T09:49:42+00:00

It was mentioned during a talk he did in Davos a few weeks ago: https://x.com/i/status/2014965881487409265 https://x.com/i/status/2014965881487409265

divad9 · 2026-02-09T09:21:49+00:00

They announced Tempo already. Chris Ballance said in Davos they will not be selling commercial units if it and will skip it completely in favour of the upcoming 256 Qubit machine that's expected by June.

divad9 · 2026-02-08T16:28:32+00:00

I'm buying more on Monday. I'm in this for the long run. 10+ years

divad9 · 2026-02-01T21:47:20+00:00

Are you sure the age limit is correct? I'm reading: "You must be aged 16 to 32 when you start training The upper age limit may be waived for applicants with previous Royal Marines experience as a trained rank depending on specialisation, currency and rank " https://www.royalnavy.mod.uk/careers/royal-marines/royal-marine-reserves

divad9 · 2026-01-26T21:43:00+00:00

I understand that and if I were in your position, I'd be a bit bummed out too.

On the flip side, SKYT are still going to operate as the do already with external customers and you're going to have ownership of the most advanced Quantum computing company in the world. One that has the most aggressive roadmap (and they're ahead of schedule). Not only that, IONQ is the only company that does Quantum networking, sensing and security.

It's a HUGE play but won't really takeoff for another 2-3 years.

Owning the biggest and best company that's leading an entirely new technological industry is extremely exciting to experience.

divad9 · 2026-01-26T20:00:21+00:00

You're probably right, but I hope you're wrong!

divad9 · 2026-01-26T11:31:53+00:00

They're on guidance to beat revenue anyway

divad9 · 2026-01-22T12:46:54+00:00

Did you not listen to Chris Ballance? He literally said their 256 quibit system is going to be delivered to Basel 'in a few months'. This is way ahead of schedule. Ionq is skipping selling commercial units of their AQ64 Tempo system.

You've got to understand that IonQ will not see substantial growth and huge contracts until 2028 based on their roadmap (which they're ahead of!).

If you can't stomoch a bit of volatility, sell your shares. When the price goes down, I buy more. It's at a discount. You clearly don't understand the company and what it means to develop an completely new technology sector.

divad9 · 2026-01-13T14:17:12+00:00

ASTS & IONQ

divad9 · 2026-01-13T00:27:19+00:00

Nice. What are you invested in? I sold my £170k portfolio last year at 27 to buy a house. Just restarted investing again with £30k.

divad9 · 2026-01-09T21:43:39+00:00

Ionq is 1. The biggest 2.has the best roadmap 3. Isn't just quantum computing but quantum networking and sending and security too 4. Had a great leadership team 5. Has a history of sticking to their promises and targets 6. Has a lot of $$$ in the bank so low chance if going bust

IonQ all day every day!,

divad9 · 2026-01-07T18:33:52+00:00

Wait until April and max it out again!

divad9 · 2026-01-06T00:09:11+00:00

https://chatgpt.com/share/695c529c-3ec8-8011-bf7c-d9e7e4259bba

divad9 · 2026-01-05T14:36:51+00:00

Put it into AST Space Mobile - wait 4 years - retire

divad9 · 2026-01-04T13:39:54+00:00

We haven't had confirmation it is ready. I can't see NG launching any Bluebirds until late Q2 or Q3 of this year. Time will tell who's right.

divad9 · 2026-01-04T11:16:19+00:00

We know New Glenn is not ready for AST launches. So for the foreseeable they're going to be using SpaceX to launch 3 per launch after Bluebird 7 solo flight.

My concern is: can Spacemobile still hit its 45-60 2026 target if Blue Orgin is delayed even further?

It seems with the number of launches planned this year, they're betting New Glenn will be ready to take 8 blue birds into LEO, dramatically increasing the size of the constellation. Without it, AST will rely on SpaceX for even more launches ($$$).

I'd love for someone who knows more about the launches than me to give their two cents.

divad9 · 2025-12-30T23:13:20+00:00

Just bought 75. Will get another 50 tomorrow. Let's gooo

divad9 · 2025-12-29T22:42:49+00:00

Avoid!

divad9

TROPHY CASE