IONQ - IonQ Inc.

Described as the 'Nvidia of quantum' - the name everyone benchmarks against. Trapped ion technology with actual business revenue of $65M last quarter, up 755% YoY. First pure-play quantum company to cross $100M in annual revenue. Raised full-year guidance to $260-270M. Sitting on $3.1B cash. Acquiring Skywater chip foundry for secure domestic supply chain. Suggested entry zone in high $40s to low $50s on weakness.

Uses neutral atom quantum hardware. Two businesses under one roof: quantum computing and quantum sensing. Already shipping atomic clocks and radio detection with live defense contracts in US, UK, Australia, plus NASA project. Q1 revenue $9.5M, up 14%, guiding at least $40M this year. Received $100M government commitment plus equity stake. Nvidia showcased Inflection system at GTC. Suggested entry in mid-teens. Smallest and riskiest but has cleanest defense revenue plus quantum lottery ticket combination.

Ripping higher but going vertical with no clean consolidations; buy points are on high tight flag breakouts, and if owned, trail stop beneath swing lows.

Revenue leader in quantum computing with 428% year-over-year revenue growth, $62M in revenue last quarter, guiding to over $200M this year. Acquiring Skywater (US semiconductor foundry) for $1.8B to become vertically integrated. Approved for US military/defense chip manufacturing (DMEA category 1). Still losing money as it invests heavily in growth.

Revenue leader in quantum computing with $62M last quarter, 400%+ revenue growth, guiding $200M+ revenue this year, lots of cash, acquiring Skywater semiconductor foundry for $1.8B, DMEA Category 1 approval for US military chips. Still losing money as growth investment.

Host says 'we love IonQ' and notes it's a 'moonshot 20 pick' for members. Although it didn't receive CHIPS Act funding, the host still likes it as a quantum play.

Quantum computing play showing strength, part of quantum theme expected to make big moves in 2026

Massive quarter with 755% revenue growth and 1,600% EPS growth, but from a very small base ($64M revenue on $20B market cap). Host acknowledges quantum could be the next big thing but notes the small base. CEO outlined ambitious roadmap including Q-day by 2028-2029.

Revenue leader in quantum computing with $130M annual revenue, 400% YoY growth in Q4 2025 ($61M), $3.3B cash war chest, and recent $1.8B SkyWater acquisition making it the first integrated quantum company with DMEA Category 1 military accreditation. Felix positions it as the clear execution and revenue leader in the quantum space.

Representative Greg Steube bought IONQ — the first-ever congressional trade in this stock. Steube sits on the Intelligence Committee which receives classified briefings on quantum computing as a national security priority. On the same day as the trade disclosure, IonQ was selected for DARPA's quantum networking program and achieved first remote photonic interconnection of two commercial quantum systems with the Air Force Research Laboratory. Government backing of quantum is a major catalyst.