quantum-computing theme · 6 dossiers

Broken gov-capital quantum leg, now publicly capitulated: seven-plus down weeks, an inverse-ETF complex up to +108%, and Cramer warning it off air on 2026-07-23. Washed out but not based, heading into a binary Q2 print (est. 2026-08-05 to…

The federal-sponsorship squeeze has fully round-tripped: QBTS lost the $20 gap shelf on 2026-07-13 and is basing near $17.10 (2026-07-23), ~63% off the $46.75 high, while inverse quantum ETFs top the tape (+108%). Structure is broken…

The $10 shelf broke: QUBT closed $7.80 on 2026-07-17, market cap down to ~$1.76B on $4.33M TTM revenue, while the quantum basket de-rated on a risk-off tape. Early-July authorization to 450M shares plus a $118.52M/13.54M-share registration…

Quantum pure-play basket is in outright hype-cycle deflation: RGTI ~$14.19 (2026-07-17), -27% MoM, and the $14 shelf that held the May CHIPS-stake gap and the June executive-order pop has broken. Inverse quantum ETFs printing +108% and the…

Mature-node foundry re-rating into a silicon-photonics/quantum-foundry story; partnership cadence still compounding (SEALSQ PQC MoU 2026-07-08). But a fresh entry now buys above the ~$79.72 consensus target, near the $92.55 52w high,…

The eFPGA/defense royalty squeeze has fully unwound: QUIK is ~$13, roughly 47% below the $24.33 June high, and the $18 shelf broke exactly as the Russell inclusion passed. July's post-quantum IP announcement drew no bid — good news into no…