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$IONQ The military use case for quantum technology is becoming one of the most important investment themes in the sector. Most investors focus on quantum computing. Governments and defense agencies are increasingly focused on quantum sensing, quantum networking, secure communications, and GPS-independent navigation. According to recent analysis from the Center for Strategic and International Studies, quantum sensing has the potential to reshape modern warfare by enabling detection capabilities that conventional systems struggle to achieve. Applications include: • Detecting submarines through quantum magnetometers • Identifying underground tunnels and hidden infrastructure through quantum gravimeters • GPS-denied navigation using atomic clocks and inertial sensors • Enhanced intelligence, surveillance, and reconnaissance (ISR) • Quantum-secure communications and networking The strategic implication is simple: Many of today's military advantages depend on remaining undetected. If quantum sensing matures as expected, stealth aircraft, submarines, underground facilities, and even electronic warfare tactics could become more vulnerable to detection. CSIS compares the potential impact to the way radar transformed warfare in the 20th century. This is where $IONQ becomes particularly interesting. Most people still classify $IONQ as a pure-play quantum computing company. However, the company has spent the last two years building a broader quantum technology platform spanning: • Quantum computing • Quantum networking • Quantum security • Quantum sensing • Government and defense applications A major development was the acquisition of Vector Atomic, a company with more than $200 million in government contracts and technologies including: • Atomic clocks • Positioning, Navigation, and Timing (PNT) systems • Gravimeters • Inertial sensors These technologies are directly applicable to defense, aerospace, and national security programs. Vector Atomic technology has also been associated with military and space applications, including programs supporting the U.S. Department of Defense. $IONQ has also delivered quantum networking systems to the U.S. Air Force Research Laboratory and established IonQ Federal to serve U.S. government and allied defense customers. Importantly, $IONQ is not the only company positioned for this trend. Other notable players include: • $IBM — quantum computing and government research partnerships • $QNT — quantum computing, cybersecurity, and defense-oriented research • $RGTI — participant in U.S. government quantum initiatives • $QBTS — optimization and defense-related research applications • $QUBT — photonics and sensing technologies • Q-CTRL — quantum navigation systems designed for GPS-denied environments • SandboxAQ — quantum sensing, cybersecurity, and government applications The market may be underestimating a key point: The first trillion-dollar quantum opportunity may not be quantum computing. It may be the deployment of quantum sensing, timing, navigation, communications, and networking systems across defense, intelligence, aerospace, and critical infrastructure in sync with commercial use as well. The way I see it today, $IONQ seems to be the most structured company to date with the most resources, which is critical to deploy military related capabilities. If that thesis proves correct, $IONQ's expansion beyond computing and into sensing, networking, and federal programs could be one of the most significant strategic moves in the entire quantum industry. If you don't think Quantum will have military applications I recommend to look again...

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🚨 $IONQ ROADMAP récapitulative de l’entreprise $IONQ Si vous ne connaissez pas encore cette entreprise , je vous conseille de prendre 1 minute😉.

Is $NBIS the Next "AWS of AI"? - 217% 2028 Revenue CAGR - 745% 2028 ADJ EBITDA CAGR - Huge Capex Requirements - Trading 6-8x 2026 ARR

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Quantum computing could become a matter of national security in the US. Take $IONQ: 1/ It has contracts with the US Air Force 2/ It’s about to acquire $SKYT which is accredited by the US government as a Category 1A Trusted Foundry. The multi-billion-dollar question: Given that 35% of its revenue comes from international markets, will $IONQ have to stop its international expansion? I’m seeing export restrictions in the future. What do you think?

SK HYNIX PICKS NASDAQ TO RIDE AI BOOM South Korea’s SK Hynix plans to list in the U.S. on Nasdaq as early as August, targeting AI-driven investor demand. The memory-chip giant, a key Nvidia supplier, has seen its shares surge 230% this year, pushing its value above $1 trillion. The listing aims to expand its global investor base, with analysts noting Nasdaq’s strong technology focus and higher growth valuations.

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Anthropic is reportedly pursuing its first data center leases, looking to secure a gigawatt of AI compute from cloud providers A huge opportunity for the entire neocloud sector: $IREN $NBIS $CRWV $HUT $APLD $CIFR

$NVDA is officially trading at the lowest forward PE in 5 years 20x forward PE... While expected to grow revenue 50% the next year

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$IONQ 🇮🇪 An Irish government minister just went on record to welcome a single computer into his country. It’s an IonQ. Horizon Quantum (Nasdaq: HQ) confirmed Dublin as the home of its second testbed system - the 6th-generation, chip-based 256-qubit trapped-ion machine it agreed to buy from IonQ in March. → Minister Peter Burke ties it to “Silicon Island”, Ireland’s national semiconductor strategy → IDA Ireland’s CEO calls quantum development a strategic priority for the agency → Horizon plans to grow Irish science and engineering teams around the machine Testbed #1 (Singapore, Dec 2025) runs superconducting hardware. For its European headquarters, the hardware-agnostic company picked IonQ. The map since March: Cambridge claimed a 256-qubit system. Dublin claims one today. And IonQ put a UK & Ireland sales director in place three months ago. In Europe, the arrival of an IonQ system is becoming a government event. $IONQ #IonQ #Quantum #Ireland