Research Archive
Deep-dive analysis on INFQ and the quantum computing sector. Every article is sourced from primary documents—SEC filings, earnings transcripts, patent databases. No press releases, no speculation.
Showing 9 articles
The Float Trap Part II: Russell 2000 and the Post-Lock-Up Playbook
The June 2026 Russell inclusion narrative is wrong. FTSE Russell's de-SPAC lock-up exclusion means earliest inclusion is September 2026. The timing correction changes the entire setup.
The Intelligence Community Doesn't Do Charity
NRO board observer. CIA Deputy Director on board. In-Q-Tel investor. Lockheed and Northrop observers. Each is a hard structural signal — not a credential.
One Platform, Three Markets: The NVIDIA Analogy Unpacked
One neutral-atom platform enables timing, sensing, and computing. The four-variant Tiqker roadmap and NVQLink integration make sequential market expansion concrete and defensible.
The Only Quantum Company That Actually Sells Things
The Insider Conviction Signal: What INFQ's Unusual Stock Activity Actually Means
Over $1M in open-market insider purchases at prices well above current levels reveals a conviction gap that markets haven't priced in. A forensic look at Form 4 filings, share class structure, and what it signals about management's private thesis.
The Silent Acquirer Signal: Microchip Technology's CFO on the INFQ Board
The most underreported fact in quantum investing. Ganesh Moorthy brought J. Eric Bjornholt onto the INFQ board — the same CFO he's worked with for 20 years. Three scenarios, all materially positive. None priced in.
INFQ's Quantum Moat: Why Hardware-Software Integration Creates a Defensible Edge
A systematic comparison of neutral-atom vs. superconducting architectures, Infleqtion's IP portfolio, and why the Tiqker platform creates switching costs that IonQ and IBM cannot easily replicate.
The Revenue Path Nobody Is Modeling: INFQ's Government Contract Pipeline
A bottom-up reconstruction of the funded backlog from public contract awards, SBIR/STTR databases, and DOE/DOD announcements. The gap between reported revenue and contracted pipeline is the thesis.
The Float Trap: A Forensic Analysis of INFQ's 152M Share Lock-Up
Churchill/Klein hold 10.7M shares at a $0.003/share cost basis. The Russell 2000 inclusion is misreported as June 2026 — it's September at earliest. The timing math changes the trade entirely.