RT StarkWare (BTCFi arc) 🥷 (@StarkWareLtd)Quantum can’t do much yet but crypto can’t afford to wait.The time to start thinking about migrating to quantum-resistant methods of encryption is now.Professor Scott Aaronson, who recently joined StarkWare as Scientific Advisor, explains it all here:https://t.co/TC4hot4IPX ...

Group 1: Quantum Computing Trial - Comcast Corporation announced positive results from a quantum computing trial in collaboration with AMD and Classiq, aiming to enhance network reliability for internet delivery [1] - Elad Nafshi, Chief Network Officer, emphasized that the progress indicates the practical and scalable potential of quantum computing for network optimization [2] Group 2: Fiscal Q4 2025 Results - In fiscal Q4 2025, Comcast reported a revenue growth of 1.24% year-over-year, reaching $32.31 billion, although it fell short of expectations by $26.71 million [3] - The company achieved an EPS of $0.84, exceeding consensus estimates by $0.08, and noted 1.5 million net line additions, totaling over 9 million lines [3] Group 3: Company Overview - Comcast operates as a media and technology company globally, with segments including Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks [4]

⚡️ INSIGHT: Upgrading Bitcoin to quantum secure is the biggest challenge the protocol has ever faced. Here are the six biggest obstacles to be overcome. Feat. @caprioleioVia Cointelegraph Magazine https://t.co/HFBj0ZGJNP ...

Core Insights - D-Wave Quantum Inc. (QBTS) is set to release its Q4 and full-year 2025 results on February 26, 2026, with mixed investor sentiment influenced by recent commercial successes and the rollout of its Advantage2 quantum computing platform [1][8] Financial Performance - QBTS shares experienced a modest increase of 2% during the October-December period, amid a broader technology-sector sell-off due to interest-rate uncertainty and geopolitical tensions [2] - The Zacks Consensus Estimate for Q4 indicates a loss of $0.05 per share, reflecting an 86.5% improvement from the previous year's loss, with revenues expected to reach $4.14 million, representing a 79.1% year-over-year growth [5][8] - For the full year 2025, revenues are projected to increase by 194.1%, with the bottom line expected to improve to a loss of $0.20 per share from a loss of $0.75 a year ago [6] Commercial Progress and Market Expansion - D-Wave's Q4 is anticipated to show continued commercial traction, with bookings exceeding $12 million, bolstered by a €10 million agreement in Italy [9][10] - The sales pipeline has expanded, featuring larger average deal sizes, including significant agreements with large enterprises and government entities [10] Technology Execution and Deployment - The rollout of the Advantage2 platform is expected to continue, with operational advancements noted in U.S. government engagement and potential classified-use certification [11] - Progress on the Advantage3 prototype chips is nearing completion, which may enhance long-term scalability despite potential increases in operating expenses [12] Financial Trends and Balance Sheet - In the first nine months of 2025, revenues reached $21.8 million, a 235% increase year-over-year, with strong adjusted gross margins of 87.8% [13] - D-Wave's cash balance stood at $836.2 million as of September 30, 2025, providing significant financial flexibility for ongoing technology development and commercial expansion [14] Competitive Positioning - D-Wave's valuation is high, with a forward price-to-sales ratio of 147.89, significantly above the industry average of 3.36, indicating potential pullback risks if results disappoint [21] - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [20] Overall Assessment - D-Wave is making strides in technology and market adoption, but high valuation and margin pressures create a challenging risk-reward balance in the near term [23]

Group 1 - The analyst has a decade of experience in the crypto space, focusing on Bitcoin miners, digital asset treasuries, and crypto ETFs, while also exploring tech equities in emerging sectors like quantum computing and orbital intelligence [1] - The analyst has initiated coverage on companies such as SealSQ (LAES) and Rezolve AI (RZLV), with Buy ratings, and some of these stocks have shown double to triple-digit returns since coverage began [1] - The analysis emphasizes a focus on fundamentals, capital allocation, momentum, market structure, and management execution, rather than just surface-level metrics [1] Group 2 - The analyst values feedback from the community, including critical comments, as they contribute to improving the analysis and fostering thoughtful disagreements [1]

Core Insights - Microsoft is confident that by 2029, quantum machines will achieve commercial value, performing calculations beyond classical machines' capabilities [1][2] - The transition to hybrid quantum-classical computing systems is expected to shift from experimental research to practical deployment by the end of the decade [2] Quantum Stocks to Watch - IonQ, Inc. (NYSE:IONQ) has achieved high fidelity with its Tempo system and holds a strong cash position following strategic acquisitions [3] - D-Wave Quantum Inc. (NYSE:QBTS) specializes in quantum annealing, focusing on optimization problems in logistics and finance [4] - Rigetti Computing, Inc. (NASDAQ:RGTI) offers a full-stack approach with superconducting qubits and a cloud-based integration platform for enterprise users [4] - Quantum Computing Inc. (NASDAQ:QUBT) develops low-power, room-temperature quantum solutions suitable for existing server environments [5] - Infleqtion has deployed quantum systems with the U.S. Department of War, NASA, and the U.K. government, focusing on quantum computers and optical technologies [5]

Core Insights - Honeywell's planned separation into three companies has transitioned from a hypothesis to an operational reality, allowing for better strategic clarity and portfolio adjustments [1] - The aerospace segment is experiencing strong bookings, but growth is limited by the company's delivery capacity, which is expected to increase by approximately 12% to 14% per quarter [2] - Long-cycle project demand is strong, particularly in LNG and aerospace, with Honeywell's LNG business booked until late 2027 and early 2028 [3] - Weaker demand persists in petrochemical catalysts due to excess industry capacity, while long-cycle process activities in LNG and refining are seeing increased orders [4] - Building Automation remains robust, with strong demand in North America, although conditions are weaker in Europe and China [5] - Honeywell's momentum from 2025 is continuing into early 2026, with first-quarter performance aligning with recent guidance [6] Business Strategy - Honeywell aims to operate as a pure-play automation company within six months, with a target of achieving a 40% services and software aftermarket mix [6] - The company is focusing on new product introductions as a core growth strategy, with varying adoption cycles across segments [7] - Inflation is a significant factor affecting pricing, with persistent cost pressures in the range of 3% to 3.5% [8] - Honeywell is adapting its pricing strategy to address inflation directly with customers and is emphasizing productivity to avoid relying solely on price increases [9] Technological Developments - Progress at Quantinuum is supported by recent technological advancements, with a hardware platform launched that delivers 48 logical qubits [10] - Honeywell's increased customer engagement in Quantinuum is building confidence in its potential to operate independently [11] - The company owns 52% of Quantinuum, and an eventual exit could eliminate approximately $250 million in annual investment [12] Market Trends - Honeywell's preference for bolt-on M&A and comfort with carve-outs reflects a significant shift in its portfolio, with 15% of revenue exited and 15% added [13] - Data center demand is closely linked to Building Automation, with customers seeking greater standardization and faster execution [13] - Key structural forces shaping the next five years include persistent inflation and a shift from rule-based automation to autonomy [13]

Core Insights - SEALSQ Corp has made a strategic investment in EeroQ, a quantum chip design company, as part of its "Quantum Made in USA" strategy, aiming to enhance its quantum technology capabilities [2][3][11] - EeroQ's technology focuses on a scalable quantum computing architecture using electron spins on superfluid helium, which offers advantages such as compact size and compatibility with standard semiconductor manufacturing [4][12] - The investment is part of SEALSQ's Quantum Investment Fund, which has over $100 million allocated for investing in quantum computing startups [4][9] Investment Details - SEALSQ's investment in EeroQ marks a significant milestone in its Quantum Highway strategy, which aims to create a secure path from post-quantum cryptography to quantum computing [9][11] - EeroQ has demonstrated a control architecture capable of managing up to one million qubits, addressing the "wire problem" in quantum computing [5][8] - SEALSQ has also made various investments in Europe, including approximately $12 million for a Post-Quantum Semiconductor Personalization and Test Center in Spain and $3.5 million in the Swiss-based WeCan Group [7][9] Strategic Goals - The partnership aims to build a Proof of Concept at SEALSQ's Quantum Center of Excellence in Geneva, showcasing the integration of secure semiconductor hardware and quantum processing technologies [10][11] - EeroQ's development plans align with SEALSQ's commitment to U.S.-sovereign quantum technologies, which is increasingly prioritized by governments and enterprises [11][12] - The collaboration is expected to enhance SEALSQ's ability to deliver end-to-end quantum-ready platforms for national security and critical infrastructure [11][13] Company Background - EeroQ, founded in 2017, is focused on developing large-scale quantum computers and is recognized for its ethical approach to quantum technology [14][12] - SEALSQ is a leader in post-quantum technology, integrating semiconductors and cryptographic solutions to address security challenges posed by quantum computing [16][17]

Coinbase CEO Says Quantum Computing 'Solvable Issue' for Cryptohttps://t.co/9YuZ0YBg2e ...

Group 1 - The S&P 500 has gained at least 16% in all but one year since 2019, indicating a strong bull market on Wall Street [1] - The Dow Jones Industrial Average has surpassed 50,000 for the first time in its history, while the Nasdaq Composite has consistently delivered high returns [1] - Catalysts for this market growth include advancements in artificial intelligence, quantum computing, potential interest rate cuts, and record share buyback activities from S&P 500 companies [2] Group 2 - A significant event has occurred in the S&P 500 that has not been seen in over 25 years, suggesting potential market volatility ahead [3] - Historical correlations indicate that heightened downside volatility often coincides with market crashes or significant downturns, as seen during the COVID-19 crash and other major events [4][6] - The average S&P 500 drawdown from its high was 34% when 115 or more companies experienced at least a 7% single-session drawdown over an eight-day trading period [6]