Group 1 - Martin Shkreli has published a bull case for photonic computing, emphasizing its potential to outperform traditional GPU technology [1][2] - Shkreli argues that photonic computing can perform matrix multiplication in near-linear time, significantly faster than the cubic time required by GPUs [2][3] - The market currently values Nvidia with a 61% chance of being the largest company by market cap by 2026, based on the assumption of GPU dominance [4][5] Group 2 - Q/C Technologies Inc. (QCLS) has pivoted from pharmaceuticals to photonic computing, which raises skepticism among traders due to its previous focus on cryptocurrency infrastructure [6] - The company has reported trailing twelve-month net losses of approximately $23.4 million with minimal revenue, and it filed a $100 million mixed securities shelf in February [6] - QCLS shares were trading at around $4.46, reflecting a 27% increase on the session but still significantly lower than its 52-week high of $44.40, with a market cap of roughly $36 million [7]