Core Insights - Martin Shkreli has made a strategic investment in Q/C Technologies Inc. (NASDAQ:QCLS) with a price target of $100, emphasizing the potential of photonics over quantum mechanics for high-performance computing [1][2] - Shkreli argues that photonic systems can outperform current GPUs in AI tasks, labeling the technology as "quantum class" [2] - A recent Microsoft study supports Shkreli's thesis, showcasing an Analog Optical Computer (AOC) that could achieve over 100 times the efficiency of leading GPUs [3][4] Investment Thesis - Shkreli's investment is based on a Microsoft paper that discusses the AOC's capabilities in AI inference and optimization, predicting that major companies will adopt optical computing within the next 5-10 years [3][4] - The AOC utilizes a dual-domain approach, combining analog electronics and 3D optics, to enhance efficiency by avoiding energy-intensive digital conversions [4][5] Technological Validation - The Microsoft study demonstrates the AOC's application in real-world scenarios, such as medical imaging and financial transactions, indicating its practical viability [5] - By leveraging light intensity for data encoding and calculations, the AOC addresses the limitations of current digital chips, signaling a potential hardware transition in the market [6] Company Performance - QCLS's stock price increased by 38.17% to $4.67, with a further rise of 3.43% in after-hours trading; however, it has seen a significant decline of 95.94% year-to-date [7]