Core Insights - Thin-film lithium niobate (TFLN) is becoming a preferred material in telecommunications due to its resilience and high efficiency, making it ideal for chip-scale photonic integration [1] - Quantum Computing Inc. (QCi) has secured its first government contract from the National Institute of Standards and Technology (NIST) for TFLN photonic integrated circuits (PICs), marking a significant milestone in its strategy to become a trusted U.S. supplier of advanced photonic technologies [2][8] - QCi and POET Technologies Inc. have formed a strategic collaboration to develop 400G/Lane TFLN modulators for next-generation computing, targeting ultra-fast data transfer speeds to meet the demands of AI networks and data centers [3][4] Company Developments - QCi's contract with NIST includes design support and fabrication of TFLN-based PICs, focusing on low optical-loss waveguides, high-performance modulators, and narrow-band filters [2] - The partnership with POET aims to integrate QCi's TFLN modulators with POET's Optical Interposer platform, with a project completion target set for the second half of 2026 [4] - QCi's stock has seen a significant increase of 318.8% over the past year, outperforming the industry growth of 10.8% and the S&P 500's growth of 16.8% [7] Industry Context - Lumentum Holdings Inc. has developed 400 Gbps-per-lane laser technology, which is essential for the next generation of ultra-fast data links, paving the way for 3.2-terabit optical transceivers [5] - Lumentum is also advancing ultra-high-power lasers for co-packaged optics, enhancing space efficiency and reducing energy use in networking switches [6] - QCi's current valuation is notably high, trading at a forward Price-to-Sales (P/S) ratio of 1978.60X compared to the industry average of 5.61X [9]

Core Insights - Dominari Securities LLC has raised over $1.4 billion in capital markets activity year-to-date to support American companies in key innovation sectors such as artificial intelligence, defense technology, financial infrastructure, and next-generation computing [1][2]. Group 1: Company Overview - Dominari Holdings Inc. operates through its subsidiaries in wealth management, investment banking, sales and trading, and asset management, aiming to enhance shareholder value through organic growth and opportunities in sectors like AI and Data Centers [5]. - The mission of Dominari Securities LLC is to create wealth for stakeholders by capitalizing on emerging trends in financial services and identifying early-stage opportunities expected to yield high returns [6]. Group 2: Investment Focus - The capital raised by Dominari includes direct investments, structured special purpose vehicles (SPVs), private placements in publicly traded equity (PIPE) transactions, and private placements [2]. - Investments are focused on sectors that reflect American ingenuity and entrepreneurship, including aerospace and defense, artificial intelligence, financial infrastructure, and logistics [4][7]. Group 3: Leadership Statements - Kyle Wool, President of Dominari Holdings, emphasized the importance of American innovation and the role of investors in supporting domestic technologies [2]. - Anthony Hayes, CEO of Dominari Holdings, expressed pride in backing innovators that contribute to the competitiveness and prosperity of the United States [4].