Signal
ROSENBLATT INITIATION— Expected week of March 16 · Price target methodology: $15–22   RESALE REG. STATEMENT— ~March 30 · 30 biz days post-close · Lock-up holder list revealed   LOCK-UP TRIGGER— $12.00 VWAP × 15 consecutive days · Clock has not started   FIRST 10-Q— Mid-May 2026 · Beat threshold: >$12M revenue · Watch gross margin + funded backlog   RUSSELL 2000— Earliest eligible: Sept 2026 · ~$50–60M passive demand on inclusion   ANALYST DAY— March 11 COMPLETED · MDA SHIELD $151B IDIQ selection confirmed · In-line outcome   ROSENBLATT INITIATION— Expected week of March 16 · Price target methodology: $15–22   RESALE REG. STATEMENT— ~March 30 · 30 biz days post-close · Lock-up holder list revealed   LOCK-UP TRIGGER— $12.00 VWAP × 15 consecutive days · Clock has not started   FIRST 10-Q— Mid-May 2026 · Beat threshold: >$12M revenue · Watch gross margin + funded backlog   RUSSELL 2000— Earliest eligible: Sept 2026 · ~$50–60M passive demand on inclusion   ANALYST DAY— March 11 COMPLETED · MDA SHIELD $151B IDIQ selection confirmed · In-line outcome   
Coverage Framework

5 Bull Case Themes

Every piece of research on Signal-Q maps to one of five structural investment theses. These are not opinions — they're specific, falsifiable claims derived from primary sources.

01
The Only Quantum Company That Actually Sells Things
INFQ has the second-highest revenue in public quantum and the lowest P/S multiple. The discount is SPAC stigma — not fundamentals. That gap closes when coverage initiates.
Valuation
02
The Silent Acquirer Signal: Microchip Technology's CFO
The most underreported governance fact in quantum investing. Three scenarios — acquisition, OEM licensing, distribution — all materially positive. None priced in.
Published ↗
03
One Platform, Three Markets: The NVIDIA Analogy
The neutral-atom platform enables timing, sensing, and computing from the same physics stack. The four-variant Tiqker roadmap and NVQLink integration make the sequential expansion concrete.
Platform Analysis
04
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.
Defense / Intel
05
The Float Trap and the Russell 2000 Release Valve
The lock-up creates the discount; the Russell 2000 inclusion (Sept–Dec 2026) resolves it. The timing correction alone is primary research not published elsewhere.
Structure / Float
01Valuation

The Only Quantum Company That Actually Sells Things

INFQ has the second-highest revenue in public quantum and the lowest P/S multiple. The discount is SPAC stigma — not fundamentals. That gap closes when coverage initiates.

Research in progress
02Published ↗
Read analysis →

The Silent Acquirer Signal: Microchip Technology's CFO

The most underreported governance fact in quantum investing. Three scenarios — acquisition, OEM licensing, distribution — all materially positive. None priced in.

03Platform Analysis

One Platform, Three Markets: The NVIDIA Analogy

The neutral-atom platform enables timing, sensing, and computing from the same physics stack. The four-variant Tiqker roadmap and NVQLink integration make the sequential expansion concrete.

Research in progress
04Defense / Intel

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.

Research in progress
05Structure / Float

The Float Trap and the Russell 2000 Release Valve

The lock-up creates the discount; the Russell 2000 inclusion (Sept–Dec 2026) resolves it. The timing correction alone is primary research not published elsewhere.

Research in progress