Aug. 21 at 7:16 PM
$INFQ — After digging through the recent filings, government records and company announcements, these are the developments I consider genuinely relevant:
• NASA’s Quantum Gravity Gradiometer program appears to have expanded materially
• INFQ was selected for **3 U.S. Department of Energy Genesis Mission projects**
• New **multi-year, multi-million-dollar** AFRL/Eaton subcontract
• Infleqtion appears as a subcontractor within the **UT-Battelle / Oak Ridge National Laboratory** ecosystem
• Potential **CHIPS support up to
$100M** remains a major pending catalyst
• Q2 revenue: **
$13.5M, +157% YoY**
• FY26 guidance: **~
$45.1M**
• **~
$582M** cash/investments, no debt
• **30 logical qubits** still targeted by year-end
The key takeaway is not one single headline.
It’s the growing concentration of **U.S. government, defense, energy and national-lab exposure** around Infleqtion.
That is the part I believe the market may still be underestimating.
$IONQ $RGTI $QBTS
