To The Moon

Great timing on this—$Infleqtion(INFQ)$  literally just started trading on the NYSE (February 17, 2026) following its merger with Churchill Capital Corp X.

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Unlike the other "pure-play" names that are still mostly in the R&D phase, Infleqtion is hitting the public market with a surprisingly strong revenue base. Here is an updated draft of your post with the latest 2026 data.

​Why I’m Long $INFQ: The "Real Revenue" Quantum Play

​I’ve finally pulled the trigger on a position in Infleqtion ($INFQ). While I’ve been cautious with Quantum names, this isn't your typical "pre-revenue" tech moonshot. Here is the thesis:

​1. Explosive (and Actual) Revenue Growth

​While competitors are trading on 5-year promises, Infleqtion is delivering now.

​Current Revenue: ~$29M (TTM) with a staggering 80% YoY growth rate.

​The Backlog: They are sitting on $50M in booked/awarded business and an identified pipeline of over $300M.

​Cash Position: Following the merger, they have roughly $550M in gross proceeds, giving them a massive runway to scale without the immediate fear of dilution.

​2. The "Sensing First" Revenue Strategy

​Most quantum companies are "Computing or Bust." $INFQ is different. They have a "dual-track" model where their Quantum Sensing division pays the bills while the Neutral-Atom Computing scales.

​Their Tiqker (optical clock), SqyWire (RF receiver), and Exaqt (inertial sensing) are already being shipped to NASA and the DoD.

​These products solve immediate national security issues (like GPS-denied navigation), making their revenue "stickier" and less prone to speculative tech cycles.

​3. Valuation Comparison: The Massive Gap

​$INFQ is currently being valued at a significant discount compared to its trapped-ion and superconducting peers, despite having higher current sales than many of them.

The Bottom Line

​The "Neutral-Atom" approach is arguably more scalable because it doesn't require the massive, expensive dilution refrigerators that superconducting qubits need. With foreign governments pouring billions into the space, $INFQ is positioned as the pragmatic leader.

​I'm starting with a small allocation as my exposure to the sector. The tech is monumental, the national security tailwinds are real, and for the first time in Quantum, the revenue is actually showing up on the balance sheet.

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