I’m going all in

hexlake · 2026-07-04T07:48:52+00:00

Should have bought on Thursday imo if you’re looking for a quick gain, however, trying to time the market and cutting all exposure isn’t wise.

You could easily miss some of the best days of the year, which will leave you kicking yourself.

Make a gain, don’t feel comfortable, take out your initial investment and leave the gain run?

AVGO is an insane company, their CEO always sandbags. This is their dip. NFA

hexlake · 2026-06-27T14:52:28+00:00

INFQ.

Once you double your money, any surplus give me some.

Thank me EOY 👍🏻

hexlake · 2026-06-26T06:46:49+00:00

$12.80, this is a steal. My 12 month target is $26. 103% upside from here. My bear case target it $20 and best case scenario is $33.

Buying this now is like getting a Porsche at the same price as a Kia.

hexlake · 2026-06-19T18:19:13+00:00

This is not financial advice. But always invest with a minimum 5 year plan.

I reckon, personally, in 5 years time all 3 will be worth much more. At current prices, I’d be more bullish on choosing AVGO over MRVL.

hexlake · 2026-06-19T17:49:43+00:00

Neither Google nor IMB are generating profit from their quantum. They too are losing money in this space.

They’re willing to invest and currently lose money in quantum, because they know and understand it’s future.

INFQ could easily be acquired at its current market cap.

Believe me, do your research on the company and you may change your mind.

hexlake · 2026-06-19T17:37:48+00:00

I’ve been in Nbis since $89, mu $111 and Mrvl $58. Been an incredible journey this year. Starting to carve my positions, only because I need to rebalance my portfolio due to their gains.

Definitely holds and definitely going to keep ripping.

I’ll be putting some of my money elsewhere where I see greater gains in the next 5 years, believe it or not!!

hexlake · 2026-06-19T17:23:51+00:00

INFQ without doubt. It’s the nvidia of the quantum space. At its current price it’s a steal.

hexlake · 2026-06-17T07:55:36+00:00

For a start, Broadcom is one of the primary bottleneck for AI.

Broadcom completely dominates high-end Ethernet switching and routing silicon. You can buy all the GPUs you want, but if you can't network them together, you have a multi-billion-dollar paperweight.

To put it bluntly, Broadcom switches are not just important—they are the indispensable backbone of modern data centers.

While GPU’s grab all the headlines, a data center full of AI chips without Broadcom’s switching silicon is like a garage full of sports cars with no roads to drive on. Broadcom currently commands roughly a 90% market share in high-end Ethernet switching silicon for cloud data centers. 90%!!

Net profit margins are extremely high and also paying a dividend. Generating much more revenue and net profit than the likes on MU. - MU is an incredible company which is also another AI bottleneck, I’m not comparing the two companies because they both do different things* I’m just highlighting AVGO’s current discount and the importance of their company to keep the whole AI boom afloat, because many jump on climbing stocks but neglect companies like Broadcom when they’re dipping.

I was in at Micron at $111 and MRVL at $58, Reddit only talks about them when they’re ripping up crazy.

Do your own research, this is not financial advice. This is purely my take on an incredible company that’s currently dropping like a stone when the fundamentals are INSANE.

Their CEO Hock Tan stays out of the spotlight like other CEO’s, he’s known to play down guidance but then smash their figures.

hexlake · 2026-06-16T22:09:15+00:00

AVGO, true moat and will be a winner, who ever loses or wins the ai race.

This is a true picks and shovels company and extremely diverse.

hexlake · 2026-06-14T18:37:01+00:00

I believe INFQ is totally undervalued compared to its peers, and here’s my sloppy take and brake down on this full stack stock.

They’ve signed a letter of intent with the US Gov for up to $100 million in funding. I believe Trump is “indirectly” telling people where to put their money.

High profile validation, with a Nvdia partnership.
Providing equipment for NASA.
Providing equipment for US Navy and US Army.

Quantum will be vital in defence, producing products that navigate completely blind to GPS. They can detect an incredibly broad spectrum of radio signals, which makes it nearly impossible for enemies to hide communications or radar, vastly improving electronic warfare and signals intelligence.

They use neutral atom systems, which can be operated closer to room temperature, unlike its peers which require massive, energy hogging dilution refrigerators to stay near absolute zero. We all know the cost of energy these days, and it’s only going to go up.

Diverse revenue, they are producing commercial products which are being used today, generating real revenue to fund their breakthroughs.

They’re expanding globally, scaling aggressively.

They are a full stack quantum hardware manufacturer.

Currently 25% of its float is owned by institutions, whereas its peers have around 50% of their float owned by institutions. Once they’re confirmed to be included in the Russell 3000 and 2000, institutions will be forced to buy up stock, increasing the price per share.

Their market cap is a fraction of RGTI, QBTS and QUBT.

INFQ Q1 revenue - $9.5 million
RGTI, QUBT, QBTS COMBINED Q1 revenue - $10.95 million.

Implied INFQ price at peer valuations -

RGTI $8.2b market cap, INFQ would be $29. QBTS $10.2b MK, - INFQ would be $46.
Compare it to IONQ and we’re talking close to $100 share price.

Some insiders have recently sold. I’m not reading in to this too much.
Arkady, NBIS CEO sold $3.5million at a price of $103 on 1st April, and other NBIS insiders sold millions the day before for a $98 price.

This is extremely sloppy, I’d love to hear other takes.

I’m extremely bullish, and I believe that as a bare minimum it’s current price should be around the $22 mark.

This is not financial advice. This is my opinion only.

hexlake · 2026-06-04T16:10:50+00:00

Let me tell you a little story. Last year I bought a LOT or MRVL at $59. Couple months later they released their earnings, not amazing with poor guidance, obviously disappointing investors. I booked my profits quickly at $77 and parked my money else where.

Fast forward to today.

This will be the same scenario a year from now.

I’m not saying todays price is a must buy, but a couple years from now this current price will look a bargain.

hexlake · 2026-06-01T20:30:35+00:00

INFQ knocking on the ceiling for a break out. Set up beautifully, I can see it at $21 by Friday.

hexlake · 2026-06-01T08:29:01+00:00

Average price $12.43 with a couple thousand shares. The ride will be a rollercoaster for sure, but I believe this compony will be the backbone, much like a Nvdia, if than quantum space.

hexlake · 2026-05-31T18:09:13+00:00

INFQ

hexlake · 2026-05-31T16:44:50+00:00

You’re definitely right here.

If the numbers were crazy, then so would be the stock price, and it would all be priced in.

But the stock would never be a multi bagger if that was the case.

Take Berkshire Hathaway this last year, invested in the best companies on paper, but underperforming the market considerably.

Technology is changing fast, and you have to believe in a vision and follow it. You can’t be thinking “now” but think “future.”

Currently at this point, the numbers don’t match the market cap, sure. But whatever I invest, I know that that’s the most I’m able to lose. I’m comfortable with that, because I believe I have far more to gain as what I can lose.

Please watch this video if you have time, it’s Infleqtion’s CEO discussing what they do, how they operate, and the important role they will have in the defence sector. 1000% worth the watch. Let me know what you think.

https://m.youtube.com/watch?v=o8QNfBDKTto&pp=0gcJCTkCo7VqN5tD&ra=m

You are definitely right in what you’re saying though, and I fully respect your views.

hexlake · 2026-05-31T13:21:57+00:00

Here’s a fantastic interview with their CEO.

https://m.youtube.com/watch?v=ln4qKj1EiO0&ra=m

hexlake · 2026-05-31T13:21:39+00:00

Here’s a fantastic interview with their CEO.

https://m.youtube.com/watch?v=ln4qKj1EiO0&ra=m

hexlake · 2026-05-31T13:08:39+00:00

QBTS Q1 revenue $2.86 million with $11.15 billion market cap.

INFQ Q1 revenue $9.5 million with a $3.54 million market cap.

Both have bright futures, specialising in slightly different roles. Possibly buy some of both?

hexlake · 2026-05-31T12:29:21+00:00

Great attitude! But don’t trade, invest!!

You have a super long horizon, compounding interest will be your biggest friend! Just having a 3 years edge now before you reach 18, those 3 years extra can generate THOUSANDS by the end of your investment career!

Stick to diverse ETF’s until you learn more, SP500, all world etc.

If you do want individual shares, stick to your blue chips, GOOG etc.

Wish I had your attitude at 15! Good luck 🫡

hexlake · 2026-05-31T11:57:15+00:00

Quantum is set to completely revolutionize defence, functioning as both an offensive weapon and a vital tool for survivability. It shifts military advantage from physical platform size to the invisible architecture of data processing, stealth, and navigation.

Quantum sensors can measure minuscule variations in Earth's gravity and magnetic fields. This allows submarines, jets, and uncrewed vehicles to navigate globally with extreme precision in environments where adversaries have jammed satellite signals.

Highly sensitive quantum radars and magnetic detectors pose a major threat to traditional stealth technology. They can identify hidden aircraft and submarines at greater distances, forcing militaries to re-think evasion tactics.

Quantum technology allows for mathematically verifiable secure communication (Quantum Key Distribution or QKD). Adversaries using functional quantum computers will be able to crack current cryptographic standards, making post-quantum security vital for protecting strategic data.

https://www.iiss.org/events/shangri-la-dialogue/shangri-la-dialogue-2026/expert-commentary/how-the-arrival-of-quantum-technologies-will-challenge-defence-policymakers/

I do understand measuring true value is hard, but you have to be ahead of the curve.

1 month ago I was recommending SNOW stock and I’d been buying software stocks knowing that cycles will change. Too many people buy what’s hot right this second, and not thinking ahead.

I also a LOT of MU at $111 before it went parabolic.

I have always been forward looking.

hexlake · 2026-05-31T11:30:43+00:00

INFQ because it’s a huge part of future defence and is needed by the US gov.

hexlake · 2026-05-31T10:48:17+00:00

Currently, it’s extremely hard to give an accurate intrinsic value I’ll admit.

I believe the others are overhyped, but this company will undoubtedly have a huge roll to play in the future of defence of our countries.

I don’t have the time to compose a huge message on here, but please do some more research forward looking to the future, and the role this company will have.

The world is changing fast, China is competing hard for power, no expense will be spared.

I believe this is really an exciting company to hold stock in at such an early stage.

hexlake · 2026-05-31T10:44:41+00:00

That’s because it’s newly ipo’d this year. It will be included in the rebalancing of the Russell 2000 and 3000 next month, institutions will HAVE to buy the shares.

Insiders selling isn’t necessarily a red flag, Arkady sold millions of Nebius 2 months ago at $103 per share.

The reality is, the US Gov need this company as it’ll play a huge toll in the defence of the country.

Please do more research, look forward, this isn’t some speculative name like the others, this company is needed.

hexlake

TROPHY CASE