Quantum Computing Inc.
Information Technology · Technology Hardware, Storage & Peripherals
Pre-revenue photonic quantum + TFLN foundry microcap. Equity is a multi-year option on (1) Dirac adoption beyond pilot labs and (2) TFLN wafer demand from photonic compute / optical interconnect customers. Dilution-funded; cash runway is the survival metric, not bookings.
- Room-temperature photonic stack sidesteps the cryogenic capex wall that gates $IBM / $RGTI / $IONQ
- Tempe TFLN foundry is one of few US-domiciled lines - strategic if photonic interconnect scales with $NVDA / hyperscaler optical roadmaps
- Dirac-3 entropy-quantum machine has shipped to NASA and academic buyers - non-zero product validation
- Quantum-bubble beta - moves 2-4x the basket on $IONQ / $RGTI / $QBTS tape
- Revenue under $1M/quarter vs ~$1.7B market cap - multi-hundred-x P/S
- Recurring ATM equity raises; share count expansion is the base case
- Photonic vs superconducting / trapped-ion / neutral-atom is unresolved - no architectural moat yet
- Going-concern / Nasdaq-compliance history; SEC scrutiny on prior disclosures
- TFLN foundry revenue ramp unproven at commercial volume
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