$INFQ has leading quantum technology, especially in sensing


The problem with these early-stage stories is that valuation becomes extremely difficult
Determining what sales they will generate, when they will generate them, at what margins, and how much dilution or debt will be needed until profitability is almost impossible to model with precision
I don’t hate the idea of owning quantum leaders like $INFQ and $IONQ, but these are the types of stocks that can drop 50% in a single month, and you wouldn’t even have a clear explanation for why it shouldn’t happen
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