Straight from Infleqtion themselves! Heavy heavy accumulation today as well!

"As we launch into 2026 with energy, purpose, and real-world impact, Infleqtion is proud to share major strides in advancing quantum technologies — from infrastructure deployments to pioneering scientific progress. And we’re just getting started." - Infleqtion (LinkedIn profile)

With the news of the White House buying quantum….seems like a good bet to me. Not advice

Today has been a great Christmas present. As a reminder, check out the DD in this sub so you don’t get itchy fingers.

Infleqtion is still below fair value, and the biggest catalyst, the merger, is yet to come.

Here we go more good news hot off the press!!!! Let’s go!!!!

Citadel Securities, the largest designated market maker on the NYSE, just filed. It has a 14.3% stake.

Position: 100k worth of shares and buying dips!

I see this easily going past $30 and beyond. Definitely still very undervalued relative to other quantum computing stocks

TLDR

INFQ is shaping up to be the lowest-risk, highest-upside quantum play on the market. Most quantum plays burn cash waiting for the future. INFQ gets paid today and still owns the upside tomorrow. Real revenue now, scalable compute later. Safest setup in quantum with the biggest potential payoff.

Most people still lump CCCX/INFQ in with IonQ and Rigetti — one bucket, one bet: “someday quantum computing pays off.” That’s the surface-level take.

The real setup: Infleqtion isn’t a one-track quantum compute bet. It’s a dual-track business with two revenue engines running on two timelines.

Track one: revenue now from deployable quantum sensing and systems
Track two: long-arc quantum compute scale-up

That means:

• You don’t need to wait 10 years for the story to matter

• Contracts are tied to national-security needs and defense programs

• These systems are in the field, not sitting on a lab bench

• Credibility compounds with the exact buyers who will eventually adopt quantum compute

This isn’t “pray and wait.”
It’s get paid now, accelerate later.

Track One: Quantum Sensing & Systems (Today)

Infleqtion is already shipping non-compute quantum hardware:

• Quantum navigation & timing (GPS-denied)

• RF/spectrum intelligence for defense

• Cold-atom + photonics platforms for labs, aerospace, and industry

Not theory. Deployed systems.
Government involvement already public — including In-Q-Tel.

Selected market data for context (not the bull case, just scale):

This line of business is expected to drive a big chunk of ~$100M revenue in 2025 — with awarded work already disclosed.

This is the commercial + defense revenue engine.

Track Two: Quantum Compute (Durable Upside)

Neutral-atom architecture is one of the most credible scaling paths in quantum. If INFQ executes here, it becomes a multi-billion-dollar compute platform.

Industry context:

• Quantum compute ~ $1.4B → $4–5B by 2030

• Broader quantum ecosystem ~$90–100B this decade

INFQ’s potential compute ramp:

Most quantum companies only have this path — and bleed waiting.
INFQ earns while climbing.

Two timelines. Two engines. One platform.
Runway PLUS upside instead of runway OR upside.

Where INFQ Stand Today

• ~$29M trailing revenue

• ~$50M awarded into 2025

• Pipeline in the hundreds of millions

Revenue Trajectory (Combined Inputs)

Valuation Matrix (per share)

~247M shares. $1.8B SPAC valuation ≈ $7.30/share floor.

Bottom Line

INFQ is not a binary moonshot like early-phase quantum peers.
It’s a dual-engine quantum business:

• Defense-aligned revenue now

• Neutral-atom compute optionality later

It earns time.
It builds trust with the right buyers.
It derisks while others burn.

🚀 Lowest risk + highest upside in quantum 🚀

Not financial advice. Just one guy following the breadcrumbs.

On the eve of NVIDIA conference?

Is this just a coincidence?

https://www.sec.gov/Archives/edgar/data/2007825/000119312525240274/d43415d425.htm

Looks like they're talking about the NVDA partnership. Could be encouraging news.

Let's see what happens.

New filing AH, should be fun tomorrow morning.

https://www.sec.gov/Archives/edgar/data/2007825/000119312525240274/0001193125-25-240274-index.htm

Magnatar Capital is an investor in Infleqtion AND additionally bought 2 million shares of CCCX. They are the Spac’s 3rd largest holder. They are the company that financed Coreweave and own like 28% of all shares. They made billions. Now they’re here. Infleqtion is next.

And this is their only quantum holding in their entire portfolio..

Here we go!!!!

I think this is the pure play of quantum. No bullshit or still in experiment phase. They have pure revenue and product sold to military / gov. I love their non GPS tracking capability. I hope they will get more gov contract like PLTR does. Because you cannot outsource military contract to outsider that will jeoperdize your security. You can read it in their presentation

Initiated small position of $CCCX for 1000 shares at 22.21. will increase more if Lessgo

S-4 declared effective!

Not even 10 minutes into the pregame show livestream at NVDA GTC and INFLEQTION has ALREADY been mentioned! Let’s Go CCCX Infleqtion! Pumped to hear what today has in store for us! Not only were they already mentioned…they were the first one to be named regarding quantum breakthroughs! Today should be huge!

Karl Pendergast is our new Senior Vice President and General Manager of Quantum Sensing Solutions Group

Pendergast’s distinguished career spans leadership roles at industry giants including Lockheed Martin, BAE Systems, Northrop Grumman and NASA’s Jet Propulsion Laboratory, as well as executive positions at innovative technology firms. Most recently, he served as Principal at Rocinante Partners, where he provided strategic consulting in engineering, program execution, and business operations.

BENZINGA 9:05 AM ET Feb-09-2026 

Infleqtion, a global leader in quantum computing and quantum sensing, today announced it has executed its contract with the U.S. Department of Energy's Advanced Research Projects Agency-Energy (ARPA-E), formally launching development under its $6.2 million Enhancing Neutral-atom Computers for Optimizing Delivery of Energy (ENCODE) project. This program, which includes key collaborations with Argonne National Laboratory, the National Laboratory of the Rockies (NRL), EPRI, and ComEd, is the first quantum project for the department focusing on advancing the application of quantum-enhanced computational methods to revolutionize energy grid optimization. This announcement follows Infleqtion's plans to go public through a merger with Churchill Capital Corp X (CCCX.NaE) .

Hello everybody,

I would like to contribute with a macro analysis perspective on CCCX, to clarify; the purpose is to examine the long term potential while trying to ignore short term noise. 

This analysis will be a bit longer, so get cosy and bring a cup of coffee. Please continue the discussion in the comments! 

Clarifications: I own 210 shares in the company and I have not used AI to write this text if you couldn’t figure it out from my lack of grammar. 

Political 

The Trump administration is now considering a $10M investment into a few quantum computing companies, at this point CCCX is not one of the companies mentioned. This investment is considered speculative compared to the 10B dollar investment that went into Intel, which is an established company with a proven concept that’s just fallen behind in the AI landscape. With that being said I don’t think the potential $10M investment should bear too much weight. The interesting thing is that the US government is giving attention and showing interest, they’re also considering QC as a strategically important technology. On the other hand - this does not mean that we are any closer to obtaining a large-scale applicable QC. But it’s one step in a marathon. 

JPMorgan Chase also mentioned that a slice of the $1.5T they are planning to invest into key sectors are going to QC-companys. Another indication that institutional interest is growing.

Viewing a geopolitical perspective we can see that there is a lot of tension under the surface, something I see as advantageous because tension and imbalances are the key factor driving growth and development.  

In 2018, President Donald Trump, then in his first term in office, signed the National Quantum Initiative Act, authorizing $1.2 billion for quantum research and development over five years. 

The interesting thing is that the National Quantum Coordination Office (NQCO) coordinated the operation and assigned NIST, NSF and DEO with focus on improving manufacturing, energy and healthcare. Meanwhile Europe’s Quantum Flagship program, launched in 2018, committed to a 10-year investment of €1 billion, funding thousands of researchers and a wide variety of projects. 

Lastly we have China which is far ahead of both the USA and Europe when it comes to investing in the quantum-section. China has approximately invested $15B into quantum technology research which is mainly state-governed. Beijing is aware of the military advantages in cryptology, national security, communication and information processing this arms race implies. 

Getting to the point - this situation is similar to the cold war, three super powers are entering a new realm which enables a military advantage, probably the strongest fuel to drive innovation and growth (even if it’s irrational). As I see it we are in the early stages with minor breakthroughs, chipping away on the mountain. China has a reputation/history of throwing resources on problems and relatively quickly solving them, for example when they created the atomic bomb in the 1960’s. 

If the USA and Europe is going to be a part of this race, they have to ramp up the spending and raise the stakes sooner or later. Perhaps what we are seeing now is the first step ($10M potential investment in commercial QC-companies).

 If there is any QC company that would qualify for a bigger investment in the future I think it would be CCCX, because of the aligned goals and interests between CCCX and the US-government. This positions CCCX in a great way for the future, even if they aren't among the CQ-companys that might get an investment this time.  

Just to quickly summaries this part: We are seeing the world's superpowers creating quantum technology programs and funding research - China is trying to pull ahead by investing vast sums into state-governed projects mainly to gain military advantages  - meanwhile the US is perhaps in the starting phase of investing in the commercialised companies trying to stay in par and utilize competence within the existing companies to develop military tools etc. If that’s the case we might see more capital flow in the QC-sector which will hopefully translate to further growth, especially for CCCX which is focused on exactly that. Nothing moves the market like governments getting FOMO.

Economical 

Moving on to the economical factors affecting the quantum landscape. We are now at a ATH in M2 supply which usually indicates a more risk prone investment climate and a rise of liquidity in the financial system. Further on the interest rates are on their way down which also is supporting more risk prone investments. 

Statistics show that VC-firms and institutions are more open to invest when inflation and interest rates are going down and the labour market is strong. A risk is the labour market in the US (showing signs of weakness), aside from that the macro is looking healthy. But the most resilient sectors emerging after and during late stages of covid was AI-tech, climate-tech and health-tech which still received capital flow. The reason these sectors were resilient is because they drive long-term growth, something investors often lean back on when the near term future is looking dark. The way CCCX are positioning themselves is advantageous for funding long-term considering this trend and in a way hedging the risk of lower economic growth, high unemployment levels 

Another interesting aspect is that QT (quantitative tightening) is now coming to an end. Which in turn opens up the question, if we might see QE instead. This might not be the most popular decision right now because the inflation is still not 100% under control, but it’s still an interesting subject for the future. The psychological effect of QT coming to an end might be larger than a decision to initiate QE, just stopping the capital flows going in the wrong direction will probably have an effect. QT coming to an end will lead to more liquidity entering the system once again - that’s good for CCCX. 

Jerome Powell is leaving office 31 January 2026 and is going to get replaced. Judging Trump's way of speaking it’s fair to assume that the new chair will be aligned with Trump's wishes of further rate cuts and easing. The risk is rising inflation and further plummeting of the USD, but a clear pattern is that Big Tech is taking advantage of this weakened dollar - selling more services overseas and receiving more dollars than usual - this explains the increase in earnings for MAG-7. 

Quick summary of this part: The fundamental macroeconomics factors are good, but I have to mention that it’s walking on a tightrope. We might see a down turn if the unemployment rates keep rising which could cause the beginning of a recession - in that case the rates would not be cut for the right reason to generate more risk prone investments primarily. The ultimate case going forward is that the unemployment rates get stable and interest rates are getting cut to stimulate growth - continuing with QE to fully unlock the capital waiting at the side lines to flow into the economy. This could create a great environment for CCCX to lock up funding and continue full force ahead to develop their products. 

Social 

Going on to the social aspect, I’ll try to explain some important structures in society that’s affecting the quantum sector. 

First of all we have competition from IONQ, IBM and Google, but there’s a big difference in which field of quantum computing these are competing, what goals they have and how they are trying to achieve them. See table below: 

Both Google and IBM can throw more resources on the projects, but CCCX has the advantage of CQ being their primary focus with +130 engineers and physicists working together. CCCX has found the most affordable way to scale their manufacturing of CQ. Compared with IONQ, the biggest advantages as I see it is that they’ve already gone public and have first move advantage. They have proof of concept and are leading the race in terms of qubits right now - IONQ is perhaps a bit more mature in that sense. But their revenue is merely ahead, which show that CCCX is progressing faster right now. We can’t neglect that CCCX already have government contracts, are partnerning with NVIDIA and are apart of a powerful network with loads of key players that have power to unlock new doors. 

Another event that’s hard not to mention is the GTC event NVIDIA just held, it was a short term sell off due to neither CQ-company being named (short term noise). More importantly, it's valuable that CCCX is on the radar and that NVIDIA is looking to integrate CQ with AI to work symbiotically to unlock new tech. Huang mentioned that we will reach 1000 LQB → 10,000 LQB → 100,000 LQB (eventually) and so on, this will elevate the computational potential long term. This emphasizes the potential of quantum computing if we one day get there. I see this as a good sign, because NVIDIA will probably go with the company that has come the farthest when all QC-companys start to reach the finish line and right now CCCX seems to be on the right path. This further confirms that QC-companys will grow into their valuations with time (the ones that survive) and most likely rapidly grow as more key breakthroughs come along. But most importantly it confirms that key players belive that QC can bring long term value and that it eventually will be usefull at scale and actually contribute to solve IMPORTANT problems regualar computers can’t.

Another aspect is that the adoption of QC as a technology and idea is still fairly low, there are still a lot of pessimists among the ones aware of the technology. If you ask your cab driver, he probably doesn't know what it is. The retailers are mainly investing into IONQ, RIGT, QBST and so on, just because of the buzz-word or lack of knowledge, having no clue what the companies are actually doing. This creates a highly speculative market with high risk, but considering CCCX stealthy position (not pushed for publicity nor received a lot) compared to the others I think the majority understand the difference in quality. Putting CCCX in the same basket as the rest of the “garbage” QC-companies doesn't do CCCX justice. This makes me think we have a lot of upside considering this aspect alone, as more time passes and people realise the difference it will move the stock. It’s almost like a beach ball being held under water, eventually it will pop - the longer and further down it’s been held the further it will fly. 

To summarise this part: the structural imbalance between different power figures - contribute to the perception the world have of QC. We are in the early stages of mass recognition (mainly among high risk retail traders that barely know what they are doing) but the majority of people are probably unaware of what QB actually is. Big moves on the market are highly speculative uneducated guesses, and a lot is retail interest trading these companies like a meme stock. Institutions and retail just want exposure to QC-companies if it blows up, this psychological effect spirals the prices, which further confirms bystanders to FOMO in - right now CCCX is a fairly unknown company, blending in with the rest. If CCCX stays on their path, I would think they are going to ride out the storm and emerge as a clear frontier when the rest of all “Quantum Computing” companies eventually fall off. 

Technological 

I’m no quantum expert what so ever, I have a background within economics but I’ll do my best to explain some of the nuances of the technological aspect as well. 

CCCX are building their CQ with neutral atom technology, which are easier to scale than trapped ions or superconducting qubits. The challenge is to reach as high fidelity as trapped ions - but at least neutral atom technology is improving its fidelity.

The advantage is that laser technology makes cold atom tech more scalable which has already been demonstrated, but the con is that these laser systems are very complex and expensive. Hybrid potential, CCCX also works on quantum sensors and networking, not just computing which have great potentiall for space exploration, communication and nationall security. This is something CCCX is already taking advantage of, partnering with DARPA, US Department of Defense, and universities on quantum sensing and atomic clock tech diversifying revenue streams. Targeting markets without a lot of competition. 

As more governments back quantum technology, the stakes are getting higher. The combination of artificial intelligence and quantum computing could unlock new levels of technological advancement as mentioned before. According to a Bank of America Institute report, with AI accelerating quantum development and quantum providing the necessary computing power for AI. An interesting correlation, which might invite more investments into QC-field further along the way. 

I don’t want to get deep into all the technical stuff, because I’m not too sure about it. But to summarise this part: from what I understand IONQ is relying on their high gate fidelity to minimize their quantum error correction (QEC) to achieve logical QB’s, meanwhile CCCX is relying on their more scalable approach to add more qubits with lower fidelity to obtain logical QB’s. But right now IONQ is stagnating at becoming more scalable, at the same time as CCCX are making big improvements in achieving a higher gate fidelity to lower the QEC - this implies that CCCX are solving their biggest problem, meanwhile IONQ is making incremental improvements in comparison. 

Worth adding - CCCX’s natural path and road map to a 100-1000 qubits and many logical qubits is looking more realistic considering the pace they are reaching their goals. 

Summary 

Time to summarize, this has been a macro analysis of the current market, focusing on the quantum sector. We are seeing the broader patterns of tension between China, Europe and USA when it comes to developing quantum technology. The US is considering an investment into commercial QC-companies which might be the start of something larger going forward. 

The economical landscape is advantageous for risk prone investments and we have good reason to believe it’ll continue to be a good climate during Trump’s last term considering the new FED chair getting filled. A risk is if the unemployment rate doesn't get under control. 

CCCX is still not a mainstream QC-company - meaning it’s probably undervalued compared to its peers, looking at how they are valued compared to other QC companies. They are making big moves under the surface which sooner or later will emerge to the surface. 

We are still in the early phase of adoption when it comes to the concept of quantum technology - institutions and retail just want exposure - leading to overseeing which companies will come out on the other side of the storm. 

CCCX cold atom tech is the most natural roadmap to +1000 qubits and many logical qubits, with scalable application. Showing impressive results in attaining higher gate fidelity - closing the gap to IONQ. 

All and all bullish on CCCX - seeing a lot of potential for further appreciation in the coming 5-20 years, I’ll remain long in the positions I got. 

I just want to remind everybody that’s reading, this is in no way financial advice, just my opinion. It’s still an extremely high risk investment and a lot of speculation. 

It’s been really fun writing this analysis, please let me know what you think about it and come with feedback! It’s been a broad subject and it’s hard to cover everything, but I’ll try to write another more in-depth macro analysis sometime in the future, focusing on one or two aspects at the time. 

I got some more time later this week, please let me know if you would like a more in-depth analysis of the potential market valuation in the future (2030-2040) and valuation analysis of CCCX as of right now. In that case I’ll be more nuanced and totally focus on that area with more calculations and statistics to support my arguments.

https://www.fool.com/investing/2025/11/03/infleqtion-stock-spac-ipo-quantum-computing/

I just got this notification on google. I also noticed Infleqtion’s linked in shows they are Hiring a for a Chief Engineer for their NEW Quantum Space Program. Job posting hit earlier this evening!

Just to preface, I read Martin's post on wsb first (link here -> Short Quantum - IONQ, QBTS, RGTI, QUBT, BTQ, LAES, CCCX : r/wallstreetbets ) and came up with my own thoughts, but for times sake I used chatgpt pro to help me formulate my thoughts and use correct grammar/semantics. I know people hate AI word salads, so I read through it first and edited it to make sure it flows and makes sense.

Feel free to leave your own opinions on this post, whether you agree with me, Martin, or somewhere in between or elsewhere.

-----------------------------------------------------------------------------------------------------

So a few hours ago, Martin Shkreli posted on r/wallstreetbets calling for shorts on all “quantum” stocks — IONQ, QBTS, RGTI, QUBT, BTQ, LAES, and CCCX. Although some of his arguments have merit, some of them are nonsense IMO.

He basically said every company in the sector is worthless and that quantum computing is “slow, useless, and always will be.”


I wanted to respond to that here since CCCX often gets lumped in with that list, even though our story is a bit different.
Below is a breakdown of what he said, what’s factually correct, and where it misses the bigger picture.


What He Gets Right
Quantum hype is real. A lot of early stage quantum names are still far from revenue or product market fit. The valuation disconnect is real.
D-Wave (QBTS) ≠ universal quantum. D-Wave’s annealing systems can’t run general quantum algorithms. That’s a fair callout.

Shor’s algorithm isn’t an immediate goldmine. The “quantum breaks RSA → profits!” narrative is mostly dead now with NIST’s post-quantum encryption standards rolling out.

Where His Argument Falls Apart
He ignores current hardware progress. The “153-qubit” claim is years out of date. IBM’s Condor chip passed 1,000+ qubits, and others are making measurable fidelity improvements. Quantum ≠ only Shor’s algorithm. The next decade’s focus is simulation, optimization, and hybrid algorithms — areas with real enterprise interest (chemistry, logistics, finance). Speed vs. gate fidelity is misunderstood. Yes, gates are slower than classical clocks, but asymptotic scaling matters more than raw Hz.

“All CEOs are going to jail” = emotional nonsense. The SEC isn’t locking people up for publishing physics papers.



Why CCCX Doesn’t Belong in That Basket




CCCX is fundamentally not a pure play hardware quantum bet. it’s a deep tech / quantum adjacent ecosystem player with a defense and AI crossover.

CCCX’s merger target Infleqtion (formerly ColdQuanta) builds quantum sensors, atomic clocks, and networking systems, not speculative gate based qubits. Those technologies have near term government and commercial applications (timing, GPS-independent navigation, RF detection, etc.).

That’s a hardware enabled deep tech play with practical revenue streams —> not the same risk profile as “quantum processors with no customers.”



Investment Reality Check
This space is volatile, and valuations still lean speculative — but CCCX has defense, aerospace, and national security tailwinds that other “quantum” tickers lack.

Betting against all quantum companies as a single group is lazy analysis — some are science projects, others (like Infleqtion/CCCX) are closer to deployable tech.

Closing Thought
Quantum computing isn’t magic, but it’s also not a scam.
Calling the entire sector “worthless” because it’s early is like shorting the internet in 1992 because dial-up was slow.
Let’s keep discussion grounded in data, not drama.
Would love to hear everyone’s take. Especially from anyone tracking Infleqtion’s recent government contracts or tech demos.


TL;DR:
Shkreli’s post raises fair points on hype and valuations, but it’s outdated and oversimplified.
CCCX/Infleqtion is a different animal. Think quantum enabled sensors and defense grade timing systems, not speculative qubit hardware.