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Investor Denis

@InvestorDenis • 3,525 subscribers

Just an investor on his way to financial freedom. Not financial advice.

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I understand the critique that $INFQ CEO Matt Kinsella doesn’t have a degree in physics, so he can’t lead this quantum computing company. But he’s proven this viewpoint wrong. He invested in $INFQ in 2018 first (then partner at the investment firm Maverick Capital), then took the company to product development and initial commercialization. He became CEO in 2024 and took the company to an IPO this year. His job is to manage company operations and commercial scale, not do R&D. According to Form S-1, $INFQ employs “over 160 physicists and engineers working within quantum technology.” All while $INFQ grew revenues organically from $11 million in 2023 to $32,5 million in 2025. Why would $INFQ not reach $40 million in 2026 revenue under Matt?

I understand the critique that $INFQ CEO Matt Kinsella doesn’t have a degree in physics, so he can’t lead this quantum computing company. But he’s proven this viewpoint wrong. He invested in $INFQ in 2018 first (then partner at the investment firm Maverick Capital), then took the company to product development and initial commercialization. He became CEO in 2024 and took the company to an IPO this year. His job is to manage company operations and commercial scale, not do R&D. According to Form S-1, $INFQ employs “over 160 physicists and engineers working within quantum technology.” All while $INFQ grew revenues organically from $11 million in 2023 to $32,5 million in 2025. Why would $INFQ not reach $40 million in 2026 revenue under Matt?

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If you invest in quantum, you invest in the US national security. $INFQ CEO Matt Kinsella says the GPS will be the first thing to go in case of a full scale conflict. The company’s sensors can replace GPS with precise timing. $INFQ sells to NASA and the US Department of War. It looks like $INFQ could be selected for quantum sensors as explained in the Executive Order 14413 on Quantum Innovation last week.

If you invest in quantum, you invest in the US national security. $INFQ CEO Matt Kinsella says the GPS will be the first thing to go in case of a full scale conflict. The company’s sensors can replace GPS with precise timing. $INFQ sells to NASA and the US Department of War. It looks like $INFQ could be selected for quantum sensors as explained in the Executive Order 14413 on Quantum Innovation last week.

21,943 görüntüleme • 1 ay önce

$INFQ CEO says finding errors in quantum computing is easy but tracing them back to the root cause is hard. It’s an inference problem. The goal is to use Nvidia NVQLink to accelerate the correction of those errors. The consensus architecture for the foreseeable future is hybrid: Quantum computers work in unison with GPUs. Given that $INFQ is already included in the NVQLink ecosystem, isn’t this a bull case for both Nvidia and $INFQ?

$INFQ CEO says finding errors in quantum computing is easy but tracing them back to the root cause is hard. It’s an inference problem. The goal is to use Nvidia NVQLink to accelerate the correction of those errors. The consensus architecture for the foreseeable future is hybrid: Quantum computers work in unison with GPUs. Given that $INFQ is already included in the NVQLink ecosystem, isn’t this a bull case for both Nvidia and $INFQ?

16,337 görüntüleme • 1 ay önce

$INFQ CEO Matt Kinsella: “I left a great career at Maverick Capital to come to do this full time because I see the opportunity ahead is absolutely huge.” Matt’s role at Maverick Capital as a Managing Director implies he was making $350k - $500k per year, plus a performance bonus. That’s a total of about $1 million. As the CEO of $INFQ, in 2025 he made (data from Form S-1) Salary: $367,908 Bonus: $60,000 All other compensation: $37,566 Matt is also holding 0,2% stake in $INFQ, equal to about $6 million. The compensation isn’t bad, but it’s not lightyears ahead of what he was making at Maverick Capital. Matt is genuinely excited by what $INFQ is doing. He’s the type of CEO a fast growing company needs.

$INFQ CEO Matt Kinsella: “I left a great career at Maverick Capital to come to do this full time because I see the opportunity ahead is absolutely huge.” Matt’s role at Maverick Capital as a Managing Director implies he was making $350k - $500k per year, plus a performance bonus. That’s a total of about $1 million. As the CEO of $INFQ, in 2025 he made (data from Form S-1) Salary: $367,908 Bonus: $60,000 All other compensation: $37,566 Matt is also holding 0,2% stake in $INFQ, equal to about $6 million. The compensation isn’t bad, but it’s not lightyears ahead of what he was making at Maverick Capital. Matt is genuinely excited by what $INFQ is doing. He’s the type of CEO a fast growing company needs.

14,692 görüntüleme • 1 ay önce

$IONQ CEO: “Two year leads are very consequential in technology.” He says $IONQ is ahead of competitors. Credit where credit is due: $IONQ out-invests every other quantum company in R&D in absolute figures ($125,7 million in Q1 2026) and in growth rate (up 215% YoY). But it’s also made several strategic acquisitions for electronic qubit control (Oxford Ionics) and photonic interconnects (Lightsynq). Both are crucial for scaling logical qubits in quantum chips. In addition, $IONQ also has a cost advantage as it’s expected to build useful quantum computers for less than $30 million. The estimate came from the consulting firm Kearney, not from $IONQ. Superconducting architecture requires 30-50x more to build a quantum computer. Why would it not work out for $IONQ from here?

$IONQ CEO: “Two year leads are very consequential in technology.” He says $IONQ is ahead of competitors. Credit where credit is due: $IONQ out-invests every other quantum company in R&D in absolute figures ($125,7 million in Q1 2026) and in growth rate (up 215% YoY). But it’s also made several strategic acquisitions for electronic qubit control (Oxford Ionics) and photonic interconnects (Lightsynq). Both are crucial for scaling logical qubits in quantum chips. In addition, $IONQ also has a cost advantage as it’s expected to build useful quantum computers for less than $30 million. The estimate came from the consulting firm Kearney, not from $IONQ. Superconducting architecture requires 30-50x more to build a quantum computer. Why would it not work out for $IONQ from here?

11,588 görüntüleme • 1 ay önce

$IONQ CEO on Q1 2026: “We expect revenue to be about double last year.” Fact: 60% of $IONQ’s revenue comes from commercial customers. Over 35% of revenue is powered by multi-product sales: Hardware, networking, and security. $IONQ is no longer a lab science project. It’s a scaled commercial platform backed by a $470 million backlog, up 554% YoY. This allows for real visibility into forward multi-quarter guidance. Why would $IONQ not double its last year revenue in 2026?

$IONQ CEO on Q1 2026: “We expect revenue to be about double last year.” Fact: 60% of $IONQ’s revenue comes from commercial customers. Over 35% of revenue is powered by multi-product sales: Hardware, networking, and security. $IONQ is no longer a lab science project. It’s a scaled commercial platform backed by a $470 million backlog, up 554% YoY. This allows for real visibility into forward multi-quarter guidance. Why would $IONQ not double its last year revenue in 2026?

15,464 görüntüleme • 2 ay önce

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