Then we have the $19–$20 area. After two separate trips toward that zone followed by full round trips back into the low teens, I think we have to be realistic: $19–$20 is probably serious resistance now. It isn’t some mystical technical number. It represents overhead supply. People who bought near the highs are waiting to get back to even. Traders who watched gains disappear twice may sell the next return. Investors who no longer trust the stock to hold a breakout may take profits earlier. A press release could push INFQ back toward $19. Holding above $20 will require enough new demand to absorb all of that selling. What could realistically do it? The reauthorization bill passing, especially if followed by appropriations or a directly relevant program. The proposed $100M CHIPS funding moving from a conditional LOI toward a definitive agreement with clear milestones. A meaningful prime contract or task order where INFQ is not simply eligible to compete, but is actually selected and funded to deliver. A strong quarter with revenue acceleration, raised guidance, and evidence that cash burn is improving relative to growth. A commercial deployment or production order for Tiqker, Quantum Spectrum, sensing, or software that demonstrates movement beyond prototypes and research programs. A major hyperscaler, defense-prime, telecom, or infrastructure relationship with identifiable economics. Broader analyst coverage and institutional sponsorship that begins replacing short-term momentum traders with investors willing to hold through volatility. Progress updates on RF sensing, neutral atoms, and software are all important to the thesis. But we should be honest: another technically impressive announcement without a customer, deployment, meaningful contract value, or revenue attached may not be enough by itself to permanently clear $20 in this environment. That doesn’t make the work irrelevant. It means the market’s burden of proof has risen. I have not changed my long-term INFQ thesis. I have changed my short-term expectations for how easily the market will reward it. Quantum is not playing offense with unlimited liquidity right now. Macro gravity is real, yields near 4.5% are real, and the stock has to repair technical damage created by two failed moves near $20. The reauthorization bill could put the sector back on offense. A major direct award could create its own gravity. Falling yields could reopen the speculative-growth trade. The strongest outcome would be some combination of all three. Until then, $19–$20 should probably be treated as resistance, not automatically assumed to be the beginning of the next breakout. INFQ has already proven it can rally there. Now it has to prove it can stay there.

Great meeting with Niccolo de Masi, CEO of pioneering U.S. quantum computing company @IonQ_Inc. The United States wants to see greater progress on our work with the UK on the technologies of the future, so that both our countries can reap the economic benefits.

I don’t see nearly as many Quantum companies landing government government contracts like $INFQ does. How many can say they work with: NASA NAVY DOE ARMY DARPA UK Royal Navy Dep. Of War Quantum will be heavily used at first by governments and militaries before being used by corporations and everyday people. $INFQ has already put their foot all the way through that door. Hold on tight, don’t get shaken out.

Infleqtion's Tiqker optical atomic clock integrates with Safran's SecureSync to deliver a new level of precision in time and frequency synchronization. By combining SecureSync's long-term accuracy with Tiqker's short-term stability, the architecture maintains sub-nanosecond synchronization across distributed networks for resilient, high-accuracy timing infrastructure with real-world applications in fintech, data centers, defense, and quantum technologies. Read the Safran application note here: safran-navigation-timing.com…

GOVERNMENTS ARE FIGHTING FOR QUANTUM SUPREMACY! 🇺🇸🇯🇵🇨🇳 The US and Japan just put $1 billion behind quantum, AI, and fusion. Everyone is reading it as an AI headline, though the quantum piece is the part nobody is thinking about. Announced today. $500M from the US Department of Energy, $500M from Japan, five years, routed through the DOE's 17 national labs. Japan is the first foreign ally let into Trump's Genesis Mission. Here's the part that matters. Quantum information science is named as a core pillar, right alongside AI and fusion. This isn't a side mention, It's a national security priority. Think about it, $2 billion dollars were just committed to 9 quantum companies including $INFQ, $QBTS, $IBM, etc and now this new funding round too. QUANTUM IS A DIRE INDUSTRY FOR US SUPREMACY. The sooner you realize this the better off you'll be. Although the way this funding works is different. The US government doesn't build quantum technology in a government lab and sell it. They fund the research, then let private companies commercialize it. The government becomes the first customer through defense, NASA, and intelligence contracts, which is real revenue before a commercial market even exists. $INFQ is the perfect example of this as they have been contracted by all of these departments already. The labs do the science. The public companies capture the upside. That's the whole structure. Government money is pouring into quantum and taking ownership on the way in. Expect another massive re-rate for the industry soon enough. $IONQ $INFQ ethereum:0x4a220e6096b25eadb88358cb44068a3248254675

Proud to announce Japan as the first international partner of the Genesis Mission! 🇺🇸🇯🇵 Together, we are investing $1B to accelerate scientific discovery through next-generation AI and advanced computing. A milestone moment for two long-standing partners.

Proud to announce Japan as the first international partner of the Genesis Mission! 🇺🇸🇯🇵 Together, we are investing $1B to accelerate scientific discovery through next-generation AI and advanced computing. A milestone moment for two long-standing partners.