Zio_Fauss
Nov 12, 8:14 PM
$INFQ
Ugly day across the whole quantum sector, so I’m not reading too much into one red session.
What matters to me:
• 30M+ shares short
• 4.9 DTC
• Q2 revenue +157% YoY
•
$500M+ liquidity, no debt
• Multiple revenue paths: computing, sensing, clocks, RF, navigation
• Earnings Monday
Volume today is also light compared to average, so this doesn’t look like heavy distribution to me.
Would love to see a strong bounce tomorrow and get back toward
$9.50–
$10 before earnings.
The real test is Monday.
If the numbers and guidance are solid, I still think the valuation gap vs
$IONQ $RGTI $QBTS $QUBT becomes hard to ignore.
Still long. Still watching.........!
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