$IONQ “Put-up or shut-up was the standard the industry set for itself. On the eighteen-month record, $IONQ has been putting up — shipping systems, beating its numbers, and hitting its dates early. And it has done so not in one vertical but across the entire national-security full stack: computing, networking, sensing, and security delivered together, with a domestic foundry pending — a breadth no competitor anywhere is currently close to matching.” Another excellent report by @HannaSuds! I can only imagine the time and the intellectual rigor it requires to conduct an analysis such as this. Thank you, Hanna!

$IONQ On the biggest stage in America. UFC Freedom 250 live at the White House for the nation's 250th. IonQ joins the celebration. "Quantum is now." 🔶 #IonQ #Quantum #QuantumComputing #UFCFreedom250 #America250

$IONQ $OKLO we ride on Monday, my friends! Send it!

$IONQ let’s go!

Wow, congratulations to the NY Knicks! 53 years!

USA won 4-1! 🇺🇸 Let’s go! 🦅

Just walked by SpaceX employees celebrating their IPO at Lucky Strike. Nice.

The World Cup in Seattle! 🙌🏼

$IONQ CFO & COO Inder Singh spoke today at the Rosenblatt 2026 Annual Technology Summit 46 minutes with analyst John McPeek. 0️⃣ WHO'S TALKING Inder Singh isn't a newcomer: ex-CFO of ARM (sold it to NVIDIA), ran M&A at Cisco, on IonQ's board since Dec 2021, lead director who ran the CEO transition, CFO/COO since Sept 2025. When he joined the board, IonQ had "basically no revenue." Today: "market leader in virtually every metric you can imagine." 1️⃣ THE ROADMAP - "unmatched from anyone I've seen" • 2026: 100-qubit laser-based systems deploying to customers NOW • 2027: 256-qubit SEMICONDUCTOR system -first working prototype already built, in ~2 months instead of 9-10 thanks to the foundry partnership • 2027 chip / 2028 ship: 10,000 qubits - the same team is already on the 10K chip, work planned "a year from now" • 2030: 2,000,000 qubits via the Walking Cat architecture - 10K → 20K → 200K → 2M, NO extra lasers, LESS energy, bill of materials going DOWN And the kicker: SkyWater "enables us to shift some of the outer years to the left." The roadmap may ACCELERATE. "Most of the science stuff is behind us. Now it's just leveraging mature CMOS technology." "Lasers just don't scale." The rest of the industry will learn that lesson. IonQ already did. 2️⃣ THE MOAT - why trapped ions CMOS "It's like a 100-yard dash where you spot me 40 yards." Ion traps start with fewer errors, better fidelity, higher coherence - near room temperature, no millikelvin fridges. "Hard for me to imagine a superconducting thing being mobile in the same time frame." Four-nines (99.99%) 2-qubit gate fidelity achieved last year: "ain't so easy." ABCD tape-outs done on the 256 chip → now component testing → system testing → customer SLAs. From the 10K on, upgrades become MODULAR: customers never replace the machine - they swap modules like a GPU. "That's how you establish footprint and incumbency." 3️⃣ FAULT TOLERANCE - "the only thing that really matters" "The machine must be fault tolerant with enough qubits to matter. Fault tolerance is essential - and candidly, the only thing that really matters." A machine that "discovers its own error, fixes its own error and moves on." Quantum advantage sits in the MIDDLE of this roadmap and IonQ's path gets there "potentially the fastest." It won't be a ChatGPT consumer moment: it lands first in life sciences, financial services, batteries, chemistry… and code-breaking "you may never read a press release about. That may be the ultimate app." 4️⃣ Q-DAY - the quotes of the day On breaking RSA-2048: "The Department of War has said it will be broken within three years. An adversary of the country has said they'll break it in four. It's in that zone. And who gets there first matters." "It's not a race between us and any other quantum company I don't consider any of them competitors. It's a race of nations." On the US: "We've had our head in the sand people telling us breaking encryption is 20 years away. When Google and others say it's a fraction of that, security suddenly becomes relevant." That's why ID Quantique (#1-2 market share, deep APAC penetration) is in the portfolio: "the antidote to ourselves." 5️⃣ THE MARKET IS WAKING UP McPeek pointed it out: Intel's CEO joining a quantum board, the US Commerce Department investing directly in quantum companies, Quantinuum completing a traditional IPO. The space is "becoming more real." Inder: "Absolutely. Quantum has risen on the priority list of countries - I can't think of one it's not affecting - to being right up there with almost anything else you can imagine." 6️⃣ THE NUMBERS • Quantum computing growing 100% YoY ORGANICALLY - "even as the company gets bigger" • $3B invested in the semiconductor roadmap (Oxford Ionics ~$1B SkyWater $1.8B): "That is all about staying number one" • When Inder joined: "demand exceeding supply" → capacity expanded to 4 factories (College Park, Seattle, Oxford, Colorado): "If we have to build two more, we will" • A queue forming for the 256. First bookings already announced. One customer signed for THREE generations of machines • Remember: quantum scales 2^n, not 2×n. Each generation is an EXPONENTIAL leap 7️⃣ NETWORKING - the sleeper Entanglement demonstrated over fiber optics in April. Interconnects aren't needed inside the machine anymore (CMOS scales to 2M) - so they became a PRODUCT: quantum networking, like Cisco for the quantum era. "Each quantum computer at advantage will outrun any classical device of any form. But two of them working as one it starts to boggle the imagination." 8️⃣ DEMAND SIGNALS Data centers are starting to put a QPU next to the AI factory of GPUs: "One doesn't make a trend, but now I've seen three of those and you start to see a trend emerge." No longer just labs: multiple machines deployed with a single customer. "A flywheel effect." Golden Dome: "We've announced the early beginnings of that already" jam-proof quantum sensing more precise than GPS, atomic clocks, space-based assets. "We don't make weapons, but we deliver a lot of things to that table." SkyWater = onshore, secure US foundry with top-secret clearances: "We have to trust the entire supply chain." 9️⃣ PLATFORM, NOT PRODUCT From one-trick pony to one-stop shop in 18 months under @NiccoloDeMasi: compute, networking, security, sensing, space, foundry five TAMs instead of one. "As we build the iPhone, we're building the App Store to go with it" the largest quantum application development team in-house. M&A from here: "much more selective the main pillars of the platform are built." 🔟 FINAL WORD TO SKEPTICS "Even Einstein called it spooky science. So there's skepticism. My philosophy: put up the numbers. Show the growth. Show the revenue." "There's no incumbent to dislodge it's not Cisco trying to beat Nortel. It's all about grabbing market share as fast as possible, because no one is saying you can't." Full 46-min interview below Must-watch. #IonQ #QuantumComputing $IONQ

$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

$OKLO U.S. Department of Energy Approves Preliminary Documented Safety Analysis for Aurora Powerhouse at Idaho National Laboratory $OKLO announced today that “the U.S. Department of Energy’s (DOE’s) Idaho Operations Office has approved the Preliminary Documented Safety Analysis (PDSA) for Oklo’s Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP).”

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.

$IONQ 🚨 @NiccoloDeMasi CEO of @IonQ_Inc on @business The Pulse this morning. 🚨 "We've moved out of the research phase. We're into the engineering, manufacturing and scaling stage... We started this industry 30 years ago, we're the first company that has published a shovel-ready blueprint of our fully fault-tolerant system." The whole interview, in three parts. 1. The race → Q-Day: the 2033 assumption is gone. The roadmap window is 2028-2029 - China's stated goal is 2029, and Google now agrees → On China: ahead by a few years, not a decade - his own estimate. Being first is the point, for the economy and for national security 2. The scale-up → SkyWater: close expected this summer, pending FTC clearance - toward the largest quantum merchant supplier in the world, open to anyone acceptable to the US → First complete architectural blueprint for fault tolerance, published six weeks ago → His framing: the research phase is over. This is engineering - and capital buys speed → Revenue: first quantum company to 7 figures, then 9 last year. Stated ambition: first to 10 3. The contrast with AI → He won't use AI for his own calendar - he can't afford hallucinations → Quantum is old-school computing: you write the algorithm, the machine executes it → A century to a millennium of GPU work, compressed into hours and days The 21st century is the quantum century. Full interview below 👇 $IONQ #IonQ #Quantum #QuantumComputing

$IONQ out of the 1,484 talents at $IONQ: “236 came from a rival quantum company: Microsoft, IBM, Google…. 229 came from a national lab: NIST, NASA/JPL, Sandia. 445 joined in the last 18 months alone.” Wow. Thank you so much for this, @TechInnovationz!

$IONQ “Niccolo underscored the ‘outsized impact’ quantum is having in the UK, NATO, and on the global stage. And Chris noted, ‘this is the end of the beginning,’ as the world embraces what is yet to come as quantum unfolds.”

$OKLO announced that “it has acquired ARMEC, a precision manufacturing and engineering firm based in Oak Ridge, Tennessee. The acquisition expands Oklo’s in-house capabilities for its advanced reactor and fuel-manufacturing programs, supports faster design-to-manufacturing feedback, and provides additional control over key elements of Oklo’s deployment timeline. The acquisition, closed on June 4, 2026, reflects Oklo’s broader strategy of integrating critical execution capabilities closer to its reactor, fuel fabrication, and recycling programs as it advances from design into deployment. ARMEC has already supported Oklo’s engineering teams in maturing nozzle manufacturing from early test-fit hardware into more controlled manufacturing workflows, including drawing development, inspection planning, quality assurance procedures, and supplier process troubleshooting.”

$IONQ “We leverage the flexibility of a trapped-ion quantum computer to demonstrate nine quantum error-correcting codes with starkly different qubit connectivity requirements on a single device without any hardware reconfiguration. These experiments span three families of quantum error-correcting codes: qLDPC codes, topological codes, and concatenated codes. With a qLDPC code encoding 4 logical qubits into 18 physical qubits, we achieve a logical error rate up to 9× better than a previous demonstration of a similar code on superconducting solid-state qubits. Moreover, our implementation exhibits breakeven performance, with some instances achieving qubit lifetimes comparable to or slightly exceeding that of our trapped-ion qubits. We use a novel implementation of the optical-metastable-ground (OMG) architecture for addressable mid-circuit measurement and reset, which enables us to perform these experiments without any ion transport or dedicated coolant ions, requirements that typically consume a large fraction of the runtime or ion count of trapped-ion quantum computers.” Wow, congratulations to the team at $IONQ!

$IONQ quantum computing is being invested across ally nations along with AI. It’s coming.

“As part of the U.S. Department of Energy Reactor Pilot Program, Antares Nuclear’s advanced reactor design, the Mark-0, successfully completed a zero-power fueled criticality demonstration at DOE's Idaho National Laboratory” $OKLO is next.

Bullish case for $OKLO