r/wallstreetbets
The quantum stock that seems to be under everyone’s radar: INFQ (Infleqtion)
INFQ is a promising early-stage quantum company with real defense contracts, strong cash, and NVIDIA ties, despite high valuation.
- Tangible defense and NASA contracts provide real revenue and validation.
- Strong post-SPAC balance sheet with $569M cash and zero debt.
- Strategic quantum-GPU partnership with NVIDIA.
- Extremely high valuation at over 100x sales.
- Significant cash burn rate of $19M per quarter against small revenue.
INFQ (Infleqtion) is the rare quantum name with real defense contracts behind it. Why is it on my watchlist.? It’s a neutral atom quantum computing and sensing company, and the draw is that the deals are tangible. They’ve partnered with Safran to integrate their Tiqker quantum optical clock into Safran’s SecureSync timing systems, picosecond accuracy for GPS-denied environments, sold through Safran’s defense network. Add a NASA JPL collaboration on the Quantum Gravity Gradiometer mission ($20M in contracts), an NVIDIA NVQLink quantum-GPU tie-up, 2026 revenue guidance raised to at least $40M, a target of 30 logical qubits this year, and $569M cash with zero debt post-SPAC. The flip side: revenue is still small at $9.5M last quarter, +14% YoY) against a $3.8B cap,over 100x sales burning $19M/quarter, though the scary net loss was mostly one-time SPAC costs (non-GAAP loss at $9.9M). Quantum is early but INFQ is showing lots of positive early stage moves. Get in now while it’s cheap.
Have you looked at their financials? Their current ratio is awful
What are financials and why do they matter?
They’re a bunch of random numbers on SEC filings, they don’t matter haha
Not sure what you’re looking at but their current ratio is really good. They have like $500M of cash compared to like $20M of cash-related liabilities.
Their income statement on the other hand is a nightmare.
Smartest comment ever seen on this sub
I have definitely a fair point to raise. But it is worth noting though: they’re sitting on $569M cash with zero debt post-SPAC, so near-term liquidity isn’t really the risk here. The current ratio looks ugly partly because of how the SPAC proceeds and one-time merger costs hit the books. The real watch item IMO is the $19M/quarter burn against small revenue, that’s the number I’m tracking, not solvency.
Great DD OP. If the last 5 years have taught us anything it’s that SPACs with a multi-billion market cap on <$10M revenues are a sure path to riches.
Under the radar because Quantum is not usable for the next 20 years
Don't confuse quantum computing with other quantum technologies. INFQ has several products, in addition to quantum computing products, unlike the other pure QC plays
How heavy are your 🛍️s?
durr, just invest in quantinuum. IONQ, RGTI, QBTS all suck. Honeywell and Google are good but don't have sole quantum exposure, so that leaves QNT.
QNT is backed by Honeywell.
Quantum computing, cold fusion, and bitcoin adoption make up the triple headed penis of things that will never happen.
Someone seems to have bought 1100 July17 $100 calls for QNT a couple hours options were put up. EST.\~300K worth. It’s all concentrated into 3 minutes as well, while no other options or anywhere near that minute or concentrated like that 👀👀
I am awaiting the Great Rotation from AI sector into the quantum sector.
It feels too early at this stage.