"Patience is a Super Power" - "The Money is in the waiting"
Showing posts with label retail investors. Show all posts
Showing posts with label retail investors. Show all posts

Saturday, September 20, 2025

"Infleqtion Quantum" The SPAC is back, and, I believe this one could be quite lucrative as this pioneer of Quantum Sensing Technology goes public!!

 


Here’s a retail-friendly investment/business snapshot of Infleqtion 

(going public via Churchill Capital Corp X – “CCCX”)

plus a quick peer check vs IONQ, D-Wave (QBTS), and Rigetti (RGTI).

Churchill Capital Corp X (CCCX)
$12.17
+$0.82(+7.29%)September 19

Infleqtion (ticker to be: INFQ after merger) — Retail Cheat Sheet

What Infleqtion is

Neutral-atom “full-stack” quantum company that sells precision sensors (clocks, RF, inertial/GPS-denied nav) and quantum computing systems, with software to tie it together. The SPAC deal values Infleqtion at ~$1.8B pre-money and aims to list as INFQ after closing. Reuters+1

Why now (deal basics & cash)

  • Transaction: Infleqtion to merge with CCCX; post-close ticker expected: INFQ (Nasdaq). Shareholder vote + SEC clearance required. SEC

  • Proceeds: “> $540M expected gross proceeds” (includes ~$416M trust, >$125M PIPE). Actual cash depends on redemptions. PIPE backers cited include Maverick Capital and Morgan Stanley’s Counterpoint Global (plus others). Yahoo Finance+2The Quantum Insider+2

  • Use of funds: accelerate product roadmap, manufacturing scale-up, and go-to-market. The Quantum Insider

Commercial traction (what’s real today)

  • Revenue (TTM to Jun 30, 2025): ~$29M; 2025E booked & awarded business ~ $50M; identified pipeline > $300M (company figures; prelim/unaudited). Quantum Computing Report+1

  • Customers/partners called out: NASA, U.S. DoD, U.K. government, and NVIDIA among others. Nasdaq+1

  • Tech milestones (company-stated): neutral-atom platform with record qubit arrays, high two-qubit fidelities, early logical-qubit demos; sensors already shipped in volume (hundreds). The Quantum Insider

Institutional & transaction parties (high level)

  • PIPE investors (named in press/PR): Maverick Capital, Counterpoint Global (Morgan Stanley), plus Glynn Capital, BOKA Capital, LCP Quantum (per deal comms). The Quantum Insider

  • Advisors: Citi (capital markets advisor/PIPE placement), J.P. Morgan (advisor/PIPE), BTIG; multiple law firms. The Quantum Insider


How Infleqtion stacks up vs public quantum peers

CompanyCore tech & focusWhere $ comes from nowRecent scale markers
Infleqtion (INFQ, post-deal)Neutral atoms; sensing (clocks/RF/inertial) + computingGovernment/defense + enterprise; sells hardware & systems; softwareTTM rev ~$29M; booked/awarded ~$50M 2025E (company est.) Quantum Computing Report+1
IonQ (IONQ)Trapped-ion quantum computingCloud QPU access, services, systemsLarger public market cap today; raised significant capital; pure computing focus. (See investor deck comps.) Churchill Capital X Corp
D-Wave (QBTS)Quantum annealing (optimization), moving toward “advantage2”Cloud/hybrid annealing services; enterprise pilotsSmaller revenue base than Infleqtion per deck comps; meaningful enterprise logos. Churchill Capital X Corp
Rigetti (RGTI)Superconducting gate-modelCloud access, government R&D, systemsSimilar early-stage commercialization; comps show lower LTM revenue. Churchill Capital X Corp

Deck comparison slide shows Infleqtion LTM revenue ~$29M vs IONQ $52M, D-Wave $22M, Rigetti $8M as of 6/30/25 (company/FactSet notes; prelim and subject to change). Churchill Capital X Corp

Live trading context (today): IONQ ~$70, QBTS ~$27, RGTI ~$29, CCCX ~$12 (can be volatile around deal milestones). (Prices from the market feed above.)


Simple thesis (retail version)

Bull case (what could go right):

  • Quantum sensing has nearer-term use (GPS-denied nav, timing, RF) -> revenue earlier than pure computing. Government/defense demand is a strong tailwind. Nasdaq

  • Platform leverage: one neutral-atom “core” to serve both sensing + computing -> diversified revenue and cross-learning. The Quantum Insider

  • Capitalized via SPAC + PIPE to scale production and delivery. Yahoo Finance

Bear case (key risks):

  • De-SPAC risk: redemptions/dilution; post-merger selling pressure common in SPACs. SEC

  • Execution/SWaP-C: shrinking lab systems into rugged, cost-effective field units is hard; procurement cycles can be long. (Industry analyses flag manufacturability & adoption hurdles.) datacenterdynamics.com

  • Competition & valuation volatility across quantum names.


How to invest (plain English)

  1. Before the merger closes: buying CCCX common gives you exposure. If the deal closes and you do not redeem, your CCCX shares become INFQ automatically at closing. There will be a shareholder vote and a redemption window disclosed in the SEC S-4/proxy. SEC

  2. At/after conversion: ticker should switch to INFQ; trading can be volatile in the first weeks. SEC

  3. Position sizing (retail rule-of-thumb): treat as early-stage growth—size modestly (e.g., 0.5–2% of portfolio per name), add on execution catalysts (new contracts/shipments) rather than price spikes.

  4. Catalysts to watch: SEC S-4 effectiveness, shareholder vote, redemption results, first major shipment(s) of sensors/nav systems, new defense/space awards, computing milestones (logical-qubit progress). SEC+1


Bottom line (my take)

If you want nearer-term quantum exposure tilted to sensing + dual-track computing, Infleqtion offers a differentiated approach and real (if early) revenues vs peers. The risk is high (it’s still deep-tech + SPAC dynamics), but the setup is credible: named government customers, growing bookings, and fresh capital. For a diversified retail portfolio, a starter position held through the conversion—with eyes on redemption levels and first post-close execution—makes sense if you accept volatility and a multi-year horizon. Quantum Computing Report+2Yahoo Finance+2



Ed Note: How are we investing in Infleqtion?

We bought shares of CCCX @ $10.70 and plan to hold them through the conversion process.  

If, after conversion, there is a drop in share price of INFQ, we will be adding to our small position.(1.5%)

Sources & references

Thursday, July 11, 2024

How can small, retail investors, enter the burgeoning robotics industry that is mostly controlled at present by private companies that are out of their reach?

 

Enovix ($ENVX on Nasdaq) has developed a unique new Li battery that will enhance safety, longevity and higher energy levels


Here are some of the top companies that produce commodities essential for the robotics industry, along with an indication of which might be suitable for small investors to consider:

1. Copper

  • Top Companies: Freeport-McMoRan, BHP Group, Southern Copper Corporation
  • Small Investor Consideration: Freeport-McMoRan (FCX) - Known for its large-scale mining operations, it's a prominent name with considerable market presence.

2. Steel

  • Top Companies: ArcelorMittal, Nippon Steel, China Baowu Steel Group
  • Small Investor Consideration: ArcelorMittal (MT) - A global leader in steel production with diversified operations.

3. Lithium

  • Top Companies: Albemarle Corporation, SQM, Livent Corporation
  • Small Investor Consideration: Albemarle Corporation (ALB) - One of the largest producers of lithium, benefiting from the growing demand for electric vehicles and batteries.

4. GPUs (Graphics Processing Units)

  • Top Companies: NVIDIA, AMD, Intel
  • Small Investor Consideration: NVIDIA (NVDA) - Leading in high-performance GPUs with strong growth in AI and data centers.

5. Aluminum

  • Top Companies: Alcoa Corporation, Rio Tinto, Norsk Hydro
  • Small Investor Consideration: Alcoa Corporation (AA) - A key player in the aluminum industry with a strong market position.

6. Rare Earths

  • Top Companies: Lynas Rare Earths, MP Materials, China Northern Rare Earth Group High-Tech Co.
  • Small Investor Consideration: MP Materials (MP) - A significant rare earth producer in the U.S., benefiting from strategic importance in high-tech industries.

7. Silicon

  • Top Companies: Wacker Chemie AG, Hemlock Semiconductor, Dow Corning
  • Small Investor Consideration: Wacker Chemie AG - A leading global producer of polysilicon, essential for semiconductors and solar panels.

8. Carbon Fiber

  • Top Companies: Toray Industries, Hexcel Corporation, Teijin Limited
  • Small Investor Consideration: Hexcel Corporation (HXL) - A leading advanced composites company with a focus on carbon fiber.

9. Kevlar

  • Top Companies: DuPont, Teijin Aramid, Kolon Industries
  • Small Investor Consideration: DuPont (DD) - Known for its innovation and production of high-strength materials like Kevlar.

10. LiDAR

  • Top Companies: Velodyne Lidar, Luminar Technologies, Aeva Technologies
  • Small Investor Consideration: Luminar Technologies (LAZR) - An emerging leader in LiDAR technology with significant partnerships in the automotive sector.

11. Advanced Plastics

  • Top Companies: BASF, SABIC, Dow Inc.
  • Small Investor Consideration: Dow Inc. (DOW) - A major player in the chemicals and advanced plastics sector with a diverse product portfolio.


Several publicly traded companies are involved in the production of robots, robotics, or robot parts.

Notable examples include:

  1. Fanuc (FANUY): Specializes in industrial robots for manufacturing, including electrical injection molding machines and automated lasers.
  2. UiPath (PATH): Develops robotic process automation (RPA) software to enhance robot efficiency and learning.
  3. AeroVironment (AVAV): Produces unmanned aircraft systems used by the military and for research.
  4. Amazon (AMZN): Implements autonomous robots in its fulfillment centers.

These companies represent a range of applications from industrial automation to military and commercial use​ (Built In)​.

For small investors, considering companies with established market presence, strong financials, and clear growth potential in the robotics and related sectors is crucial. Companies like NVIDIA, Albemarle, and MP Materials offer a balance of growth potential and relative stability, making them attractive options for investment.

AVs, RoboTaxis and robotics all need good Lidar technology. Here we rank five prominent Lidar makers!