$Infleqtion(INFQ)$ This looks like a generational buying opportunity, similar to the $Palantir Technologies Inc.(PLTR)$  run but on the quantum side. The pattern feels the same: White House appearances, being critical for defense infrastructure, and an AI arms race, but in this case, it's the quantum version, with Infleqtion taking the lead against China. It's not $IONQ Inc.(IONQ)$ , primarily because they are focused on M&A while Infleqtion's technology is developed in-house.

This is the first quantum firm in space and the first to apply a material science breakthrough in quantum alongside NVDA. It's also the only quantum firm with 100% fully organic quantum revenue, guiding for over $40 million this year. In comparison, IONQ's revenue isn't organic quantum revenue.

From where I stand, this could run to the hundreds eventually. If not this year, then likely next year or 2028.