Quantum Analyst @AnalystQuantum

Great to get more colour from $MDA around their future ambitions during the Jeffries Space Virtual Summit yesterday. Some notes: - $MDA won every full competitive constellation process it entered over the last 4 years: $GSAT, $TSAT, and $SATS (before cancellation). Speaks to how game changing the $SATX acquisition was. - Pipeline is massive relative to revs: $40b CAD total pipeline, with around $30b CAD in satellite systems. Mgmt emphasizing this is 25x 2025 revenue. They also reiterated that they've been downselected for $10b of that (this is over the next 5 years and is not currently reflected in their backlog). - Sovereignty demand is a real tailwind they been seeing over the last 12-18 months with scheduling becoming a major consideration for D2D constellations. Govs, militaries, MNOs, etc. are looking at suppliers who can get them into orbit over the next 2-3 years. With the inauguration of the Montreal facility which will able to produce roughly 400 sats per year, $MDA is extremely well positioned. - 🚨 Mgmt's target is 4-6 constellation customers (currently have 2 anchor customers). They also spoke about the stickiness of these customers that would need to go through replenishment/expansion cycles every 5-10 years. - $MDA moving into more recurring revenue avenues. Geointelligence via MDA CHORUS (set to launch by EOY), Robotics via MDA SKYMAKER, and more interestingly selective equity stakes in pieces of space infrastructure, on communication networks around the world. - $MDA eyeing M&A in US, continental Europe, and other parts of the world to increase global footprint. Note they already have smaller operations in US, UK, and little bits of Europe. All of this while analysts are projecting a modest ~11% CAGR through 2029. It's only a matter of time before the market finally catches up🚀 Full transcript here: tradingview.com/symbols/TSX-MD…

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Xanadu and Oak Ridge National Laboratory (@ORNL) are collaborating to bring PennyLane (@PennyLaneAI) to Frontier, one of the most advanced computing systems in the world. 🔗👇

#GoogleQuantumAI

Justin Drake @drakefjustin

2 months ago

Today is a monumentous day for quantum computing and cryptography. Two breakthrough papers just landed (links in next tweet). Both papers improve Shor's algorithm, infamous for cracking RSA and elliptic curve cryptography. The two results compound, optimising separate layers of

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It’s official. $CHAC shareholders have approved the deal with Xanadu. Next stop: XNDU. Upon closing, the combined company is expected to begin trading under $XNDU on @Nasdaq and the @tsx_tsxv on March 27, 2026. $CHAC #QuantumComputing #Quantum #XNDU #SPACNews Get the details here: globenewswire.com/news-release/2…

@genejchan Haven't heard any big sales contract announcements for a while. Instead, M&A announcements are popping up one after another.

IONQ has been aggressively pursuing acquisitions—stacking up a unique tech portfolio through multiple M&A deals. While this creates an impressive-looking combination on paper, that uniqueness is likely fragile when facing true hard-core breakthroughs from the giants (e.g., a major Google quantum leap). In such a scenario, acquired synergies could crumble fast. In the quantum field, I still believe $GOOG and $IBM are better bets than $IONQ.

Some thoughts about 2026: #Quantum After ~2 years of hype, quantum computing stocks have gone quiet—markets are bored. Expect tepid performance through 2026 unless a major breakthrough hits. If it comes, it'll likely be from Google, IBM, or Amazon—not small pure-plays. A big Google announcement, for example, could crush smaller quantum names. $GOOG $IBM $AMZN // $IONQ, $RGTI #Space This year's new darling? Space stocks. We've already seen 50%+ moves in quite a few, and the hype train is just getting started—fuelled by policy tailwinds, orbital compute advances, and SpaceX IPO buzz. $MDA $FLY $RDW $AVIO $BWXP $MCHP $RKLB #AI. No debate: AI + robotics remain mainstream kings. Google becomes the world's most valuable company this year. Google Glasses x Warby Parker launch in 2026 will ignite wearable AI hardware—a new platform that gradually overtakes smartphones. $GOOG $AMZN $TSLA $WRBY

$GOOG #Quantum

Google Research @GoogleResearch

5 months ago

Today on the blog we present results showing the operation of new dynamic circuits for quantum error correction, going beyond their static counterparts by using fewer couplers, removing correlated errors & utilizing a different type of quantum gate. More →goo.gle/49R6sDv

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@DivesTech 11: $GOOG will be the most valuable company by the end of 2026.

Xanadu $CHAC

Xanadu @XanaduAI

6 months ago

Last month, @XanaduAI Founder and CEO Christian Weedbrook was in Singapore to sign a memorandum of understanding (MOU) with the Agency for Science, Technology and Research (@ASTARsg). 🔗👇

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$IBM I think it is a smart move.

Arvind Krishna @ArvindKrishna

6 months ago

Today, we are announcing that we have entered into a definitive agreement to acquire @confluentinc. This is a decisive step that accelerates our hybrid cloud and AI strategy. Learn more: newsroom.ibm.com/2025-12-08-ibm…

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@StockSavvyShay I think $GOOG will be the first $10T company.

$CHAC "...the Registration Statement marks an important milestone toward the completion of the previously disclosed proposed business combination..."

Xanadu @XanaduAI

6 months ago

Xanadu Quantum Technologies and Crane Harbor Acquisition Corp. announce confidential submission of a draft registration statement on Form F-4 in connection with the proposed business combination. Read more here: globenewswire.com/news-release/2…

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$IONQ has just created a dizzying array of new titles. It seems the 'X' in CXO wasn't enough, so they created a multitude of 'Presidents', 'CEOs', and 'EVPs' instead. Many of these job titles sound either vague in their responsibilities or appear to overlap with those of other executives. IONQ clearly has a title inflation problem lately, just like its shares outstanding.

IonQ @IonQ_Inc

6 months ago

IonQ has named Dr. Marco Pistoia as CEO of IonQ Italia, where he will expand quantum adoption across Italy’s enterprise, government, and research communities. Dr. Pistoia brings deep expertise in quantum algorithms, applications, and secure communications that will help

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$IONQ It is very interesting to see that IONQ made an equity investment into this drone company, and named Jordan Shapiro, President and General Manager of IonQ’s Quantum Networking, Sensing & Security division, to join Heven AeroTech’s Board of Directors. However, IONQ deliberately downplayed their equity investment in Heven AeroTech, using the vague term "partner" instead. At the same time, they also did not disclose the investment amount or the deal terms in the news announcement.

IonQ @IonQ_Inc

6 months ago

IonQ announced a new partnership with @HevenDrones to bring quantum tech to hydrogen-powered Unmanned Aerial Systems (UAS). Heven will integrate our quantum computing, networking, sensing, and security technologies into its UAS, enhancing resilience, stealth, and operational

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I still believe $GOOG and $IBM are the best bets in quantum. $GOOG generated $73.5B in free cash flow over the past 12 months, and $IBM expects to generate $14B in free cash flow in FY2025. I sleep very well investing in these two companies. #quantum

IBM Research @IBMResearch

7 months ago

Today, @IBM and @Cisco announce plans to collaborate on laying the groundwork for a distributed quantum computing network: ibm.co/6011B3DXS Our first milestone: entangling a pair of cryogenically separated quantum processors within the next five years.

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$GOOG

Google Research @GoogleResearch

7 months ago

Today on the blog, learn about new theoretical work from @GoogleQuantumAI showing that large scale quantum computers could solve certain optimization problems that are intractable for conventional classical computers. Read all about the DQI algorithm →goo.gle/4oErCd2

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$GOOG $IBM $IONQ Quantum companies' announcement frequency: - Google: Yearly - IBM: Quarterly - IonQ: Weekly.

$RGTI has down more than 50% from its peak in less than a month.

$QBTS CEO registers 1.6M shares to sell