Mar. 4 at 1:22 AM
$ALMU 🚀 1. Quantum Computing & Quantum Photonics
Market Size (2030 estimate):
• Quantum Photonics overall: ~
$3.3B–
$5.3B (global) by 2030, rapidly growing at ~30%+ CAGR. 
• Quantum computing & communication subset: ~45–50% of that market.
Value Capture (Best-Case):
• Edge Scenario: 10–20% share of quantum photonic hardware (light sources, detectors, PICs) for large-scale deployments by 2030 → ~
$330M–
$1.06B in annual revenue.
• Strategic Premium: Higher valuation multiples (early-stage tech, ~10–15× revenues) due to scarcity of scalable quantum photonic suppliers.
Key Value Drivers:
• Wafer-scale integration of quantum dot lasers on silicon. 
• Collaboration demos with Thorlabs on high-performance quantum photonics. 
• Government & NASA contracts validating technology.
$IONQ $QBTS $INFQ
