I think IONQ could be the Nvidia of the quantum sector.
They are aggressively building Quantum Networking, QPUs at scale, sensing, will be sitting on $3 billion of cash — made amazing acquisitions of Oxford Ionics, Lightsync, Capella Space, expert leadership, tireless PR team,
The Quantum Bull
1,173 posts
Joined January 2025
- Fidelity International has made its first investment in Quantinuum, joining an oversubscribed $800 million funding round that values the Honeywell-controlled quantum computing firm at $10 billion. Quantum companies keep getting more valuable and with more backers. Fidelity’s
- "A person is more likely to be struck by lightning in a given year than for one of Oxford’s quantum logic gates to make a mistake." Oxford achieves record 0.000015% error rate in quantum computing experiment
- As much of high beta and risk-on stocks are in deep sell-off, we saw this comment yesterday from Amit regarding quantum which really didn’t sit right with me. As he is a higher profile YouTuber that has platformed notorious quantum shorts, and done little to understand the space
- IONQ ATH soon?
- This weekend we revised our Quantum 8. @IonQ_Inc moved into first place, bumping @dwavequantum to second place. The $1 billion offering (at a premium) we see today from IONQ shows institutions are confident putting big money behind this player. Reiterating our $100 price target
- Replying to @amitisinvestingThe United States should be much more aggressive in their quantum investment. This is a good first step.
- Want to hear what the CEO's are saying about quantum, post quantum cybersecurity, and the convergence of AI and quantum? I was given special permission to record and react to this panel from this week in New York at the Q+AI conference, hope you enjoy! Speaker 1: Subodh
- Twitter has been blowing up tonight about this quantum news. It has been a frustrating stretch for the markets and many growth stocks, especially quantum. Quantum + AI in NY helped me ask questions of industry experts and improve my understanding of the current state of the
- Big morning for IONQ and @OxfordIonics Oxford must stay domestic for the acquistion to go through... "The move shows quantum computing is now treated as strategically sensitive, with foreign investment welcome only under conditions that protect national security."
- IonQ priced $1.0 billion in new shares to institutional investor Heights Capital at $55.49/share, about a 25% premium to its July 3 close … that’s a strong signal—they didn’t have to discount to raise capital. This increases their pro-forma cash hoard to approximately $1.68
- Recently I asked @QuantumDom to break down the importance of the math behind the 99.99% two-qubit gate fidelity breakthrough by @IonQ_Inc. This important breakthrough gives us more visibility to the aggressive IONQ roadmap ahead. While the market obsesses about revenues ofThe @QuantumBullHQ and I both agree that the market may have downplayed $IONQ's announcement of its world record 99.99% 2 qubit gate fidelities. In our chat, I try to provide a very simple example of why this breakthrough is so significant for Quantum Computing.
00:00 - This last week was one of my favorite weeks to date in quantum... And last week we had IONQ acquiring Oxford Ionics. This story is so cool to watch unfold. youtu.be/s71SPONSS8Q?si…
- Replying to @amitisinvestingI think it’s a mistake for IONQ to over-promise like this. They are doing plenty with their tech and acquisitions - they don’t need to be writing checks they can’t cash.









