250 years on July the 4th seems like a super well-rounded number to justify a magnificent Trump speech on the greatness of America and its industry. Optimism will rally in the weeks leading up to that date, and the sectors perceived as "structural" may experience a boost.
Why am I betting in Quantum and on INFQ in particular?
1.Trump recently announced a $2 Billion Quantum Initiative for 9 Firms - including INFQ - just two weeks ago.
- The US - China Economic and Security Review Commission considers "quantum supremacy" to be a "critical national asset", and a "transformational" one. Ahead of every other sector.
- Same report recognizes "China leads the world in quantum communications and is making rapid progress in quantum computing and sensing". US is lagging behind.
- INFQ is owned by Trump and is the only quantum company with meaningful revenue. And still trading at low levels, not far away from it's $14 nav value since de-spac some months ago.
In brief: If national security, America's greatness, innovation, and beating China will be themes for the 250-year speech on the 4th of July, I'm betting $INFQ will be one of the clear beneficiaries.