Biospheric Exploration Specialist. Trade notes. AI, space, robotics, quantum, photonics. #Quantum
PNW
Joined May 2025
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SphereX retweeted
Give yourself just 2 rules
1. Buy at or below the 200 WMA
2. Hold for 12 months
You will beat 99% of people
Because 99% of people can not do this
SphereX retweeted
A DEFENSE GIANT’S CEO SAYS AI IS “MORE OR LESS DONE.”
SAYS QUANTUM IS NEXT.
Patrice Caine runs Thales, one of Europe’s biggest defense companies. It builds the radars, sonars and satellites that militaries depend on.
On AI, his words: “AI, okay, that’s more or less done.” Thales has already built it into its products.
On quantum sensors: “at least 1,000 times” better performance. By his comparison, AI typically delivers 10 to 100 times.
He isn’t guessing either, “It’s 100 per cent sure because it’s already working in our labs.” His timeline is “more a question of years than a question of decades.”
And it’s already leaving the lab.
A Royal Navy uncrewed submarine has carried a quantum clock that keeps time without satellites.
A quantum gravity sensor navigated a ship through the Coral Sea to within one nautical mile, with GPS off.
AI made militaries faster at processing what their sensors see. Quantum changes what those sensors can see in the first place.
Is he right, or is AI far from done?
$INFQ $IONQ $QBTS $QNT
THE MILITARY IS GOING QUANTUM.
THESE 5 TECHNOLOGIES ARE CLOSEST TO THE BATTLEFIELD
In June, a presidential order gave the Pentagon until September 30, 2028 to field at least three next-generation quantum sensor projects. The Pentagon’s innovation unit is putting up to $200 million into quantum sensors and clocks through a program called Farseer, on top of $350 million in quantum computing initiatives announced this month.
Here’s what’s closest:
Magnetic navigation: Planes have already flown more than four hours with GPS off, navigating by reading tiny changes in Earth’s magnetic field. SandboxAQ, Q-CTRL and Honeywell are all flying versions.
Atomic clocks: An $INFQ quantum clock just ran for two weeks on a Navy ship during a Pacific military exercise. Meanwhile, $IONQ has a massive contract with DARPA for their clocks.
Quantum inertial sensors: They measure motion at the atomic level, so a vehicle can track its position without an outside signal. The Royal Navy has taken cold-atom versions to sea in the Arctic, and DARPA picked Q-CTRL and Lockheed Martin to build ones rugged enough for moving military vehicles.
Gravity sensors: Everything heavy, whether a submarine, a tunnel or a bunker, has mass that pulls very slightly on its surroundings. In 2022, UK researchers used a quantum gravity sensor to find a tunnel buried under a road from above ground. Farseer is now funding quantum gravity sensors for ships and aircraft, and China is reportedly weighing a gravity sensor for finding submarines by their mass.
Quantum sensors in space: A US intelligence agency put a diamond quantum magnetometer in orbit to map Earth’s magnetic field, the map GPS-free navigation depends on, $INFQ has their own clocks onboard with NASA and JPL.
$INFQ $IONQ $QNT $QBTS
SphereX retweeted
I don't know who needs to hear this
But if your average in a position is anywhere close to its 200 WMA
You are fine, being red in a position during a market crash is normal
SphereX retweeted
$IREN I think it has a date with its 200 WMA at $19.50 now before completing its pull back
This would indicate Wave 2 complete
Making the Wave 3 target at the 1.618 Fib at $142
+700% gain over 3 years
SphereX retweeted
$IREN This is getting hard to ignore 👀
Price is down 50% since the Wave 4 top but has just closed below the 1 fib.
I expect a test of the 200WMA next, where I'll likely start buying.
Wave 3 target: 472% 🚀
$IREN Is at a key level 👀
Price is down 48% since I called the Wave 4 top and is now sitting at the 1 fib extension.
Lose this level and a test of the 200WMA is likely, where I plan to buy heavy.
Wave 3 target: 465% 🚀
SphereX retweeted
Students and postdocs asking where the quantum jobs are: about 850 openings in one searchable list, refreshed every Monday. Curated by Terrill Frantz for ORNL's Quantum Computing Institute newsletter, now hosted by the Quantum Science Center.
qscience.org/jobs/
SphereX retweeted
PsiQuantum CSO @PeteShadbolt explains why we still don't have useful quantum computers:
"Everything is hard. In a digital chip, if something's not perfect, it'll get corrected down the line."
"In an optical chip, all of the imperfections compound. That's also true for quantum computing, which is part of the reason we don't have useful quantum computers today in any modality. Every single piece of the signal chain has to be near perfect."
"We develop new materials like barium titanate, a very strong optical material. In our lab in California we have the deposition tool that grows it."
"Someone asked, where do you get the barium titanate from? I'm showing him a tool with molten titanium at a few thousand degrees Celsius exposed to the same vacuum chamber as liquid helium at deep space temperature."
"We're literally growing barium titanate from scratch. Elemental barium, titanium, oxygen, strontium, grown on the wafer."
AI is pushing computing infrastructure to its limits. Our photonics can help.
Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
I was on a long flight today and just zoned out for 7hrs. Stayed off the screen when the day started shaping up as a bloodbath.
Tech got hammered and AI especially. $GRRR couldn't have picked a worse morning 😂 to drop that 6K regarding financing.
I do find it somewhat interesting that they signed yesterday and chose to close it right away today. They had up to 2 weeks to close. Hard to say what that could mean... get it out so it doesn't taint positive news/earnings soon? -Maybe (hopefully) ...or drop it now knowing the next update/earnings will already disappoint? Or they desperately just need the cash. Your guess is as good as mine.
Overall though GRRR traded with the sector (again) today. It was down more with the negatively viewed 6K but did recover in the afternoon a bit better than the sector even. Also found support and buyers again at 7.
$NBIS $CRWV
There are still a lot of puts in play over the next 5 mos and likely even more after today... Monday OI will help tell that story.
3 weeks of company silence now @GorillaTechGrp and the stock is down 32% in that time... almost exactly the same as both NBIS (30%) and CRWV (33%) so there is that.
I took Nov6 9.5c at .10 today
These are lottos for sure but something tells me with US elections on Tues some craziness to juice the markets could happen over the weekend. If tech recovers GRRR should ride with it.
Enjoy the weekend everyone.
SphereX retweeted
ONE OF THE LARGEST QUANTUM COMPANIES JUST ENTERED THE AI OPTICS RACE AGAINST LUMENTUM
PsiQuantum, the quantum company backed by the DoW, DoC and Nvidia’s venture arm, just unveiled an optical switch built for AI data centers.
AI data centers move enormous amounts of data between chips, and the networking between them is becoming a bottleneck. An optical circuit switch routes that data as light instead of converting it to electrical signals and back.
PsiQuantum originally built this technology for its quantum computers, which run on light. Its demo switch loses as little as 1 dB of signal and reconfigures in under 3 milliseconds. It’s sending samples to potential customers now, with products coming “in the coming months.”
The company to beat is Lumentum and Coherent, which already sells a 300-port optical circuit switch to AI data centers. PsiQuantum’s first demo has 8 ports, so it’s early. But PsiQuantum makes its chips in standard semiconductor fabs through GlobalFoundries, which is the hard part of scaling.
Useful quantum computers are still a couple years away, but AI data centers are buying today. Selling the same photonics to AI could bring in revenue long before the quantum machine is finished.
$LITE $COHR $XNDU $INFQ
AI is pushing computing infrastructure to its limits. Our photonics can help.
Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
SphereX retweeted
I think our industry partners rather doubted we would get anywhere near these numbers but PsiQuantum team made this look easy. This chip enables all-optical switching of network traffic without pluggable transceivers, moving mirrors, or amplifiers to compensate for loss.
Google are still the only company brave enough to do OCS at any meaningful scale — huge credit to them for slamming free-space optics (!) in a datacenter rack. This photonic chip achieves similar power, throughput, and architectural advantages without moving parts, and in a much smaller package.
64-port strictly non-blocking silicon will go into test this year, 72-port device tapes out soon. All of these chips will run well under 3dB loss thanks to ludicrously good passives (<1mdB splitters and crossings, 1dB/m waveguides) and advanced edge coupling (~5X better than industry). No need to put an amplifier on every fiber.
All of this is done using simple millisecond-rate thermal phase shifters, but lurking in the background is the prospect of fast switching with barium titanate — PsiQuantum already builds BTO switches that switch up to 64 ports in a nanosecond, and — somewhat in contrast with TFLN – we can fit a ton of switches on a reticle. This goes far beyond current industry demand but will unlock categorically new architectures for training and inference.
We’re excited to make our first serious foray into classical computing hardware and believe this product will make the architectural benefits of optical circuit switching simpler and more accessible to the industry.
We also would not be doing this if it were not extremely well-aligned with PsiQuantum’s mission. The OCS chip is strikingly similar to parts that we already make for pump laser distribution in the photonic quantum computer — so similar in fact that it only took a dozen engineers a couple weeks to design the part. We did not modify the photonics process, PDK, or packaging flow to achieve these results.
Now, through the process of building hundreds of thousands of these chips for industry, we’re also going to improve the yield, reliability, and supply chain for parts that we need for utility-scale photonic quantum computing.
This is a direct realization of the founding thesis of PsiQuantum — that by aligning ourselves with the prevailing wind of the conventional computing industry, fabs, OSATs, CMs etc, we can de-risk and accelerate the hard journey to a useful fault-tolerant quantum computer.
AI is pushing computing infrastructure to its limits. Our photonics can help.
Today, PsiQuantum is unveiling its industry-leading Optical Circuit Switch initiative with an 8×8 OCS demo built on the company’s low-loss silicon photonics platform—the same platform we’ve spent nearly a decade developing for quantum computing.
PsiQuantum was founded on a simple premise: useful quantum computing requires a million-qubit, fault-tolerant system.
We chose photonics for its scaling advantages and spent nearly a decade building an ultra-low-loss silicon photonics platform to make that path possible.
That platform is foundational to our path to useful quantum computers. Now, beginning with Optical Circuit Switching, it can help power the next generation of AI infrastructure.
