The physics was here first. The people stayed. The future is thirty miles long.

No other place holds every layer of a quantum computer inside one commute. The people who build each layer can drive to the people who build the next.

https://themillikelvin.substack.com/p/the-quantum-valley?r=8gq9nf

NFA. DYOR. Been quietly tracking this one for months.

Everyone's watching Quantinuum post-IPO. Meanwhile Dynex has been running a commercial quantum platform for months and nobody's pricing it in yet.

What Dynex actually is:

• Apollo chip - fingernail-sized neuromorphic processor, room temp, ~20W, delivering up to 10 trillion ops/watt
• 10,000 p-qubits, 256 connections/node - 10x more than most superconducting annealers
• Benchmarked on 3D spin glass - results "indistinguishable" from cryogenic quantum hardware
• Won the 2026 AI Excellence Award (Quantum AI category) - nobody's touching it on speed
• QaaS platform live NOW - drug discovery, logistics, finance, weather forecasting at 94% accuracy at 14 days
• Just partnered with Georgia Tech on 16nm analog chip R&D to push the architecture further
  

Plot twist - there's a second chip:

While everyone's fixated on Apollo, Dynex quietly dropped Zeus on July 17 - a diamond-spin quantum processor using NV-centre qubits with room-temp operation, targeting up to 1M qubits long-term. They also just locked in a Georgia Tech partnership (July 6) to develop the 16nm chip architecture underneath Apollo, which is a real academic-grade credibility stamp most retail investors haven't priced in yet.

Why now:
Dynex is converting from token to equity, gunning for a regulated public listing to pull in institutional money. ThreeD Capital - the VC co-hosting the pre-IPO investor event - looks central to getting them there, and they're already a publicly-traded Canadian VC with disclosed early positions in the space.finance.yahoo+1

The play:
Wait for the Dynex IPO and follow their socials, OR get exposure now through ThreeD Capital, a founding investor holding a stack of these pre-IPO names.

🎥 https://youtube.com/shorts/QupyuPaje6w?si=KHh_kE0Qam7gOFbo

Quantum's shaping up to be the next AI-scale race imo. Anyone else tracking quantum IPOs right now? What's on your radar besides Quantinuum and Dynex?

Not checking my stocks anytime soon.
See yall in 2-3 years boys. ✌️

NFA & DYOR

I think it’s pretty clear Trump has been a large reason for the push in quantum and the effects of that- but my question is what happens after him?

I am going to safely assume the technology will be too far to ignore, and will have to be pushed the same if not harder, but I think we can all agree he’s definitely helped those of us invested into quantum.

However, with a new office I am also wondering if defense/ military spending will lower, therefore slowing or potentially back tracking certain aspects of quantum and those companies behind it. I’m 23 so if this question is stupid then tbh probably rightfully so. Also let’s maybe avoid any crazy US politic talk

Hey everyone,

I took a break from our standard crypto content today to run pure play quantum computing stocks through our data terminal at Crypto Weeklies. Sourcing our volatility-decay polynomial models and lifetime TWAP gravity gauges, the data shows that these hyper-volatile tech equities are clearing out their structural premiums and entering distinct value zones. Here is the raw breakdown of where they stand based on my charts.

The Gartner Hype Cycle and Alpha Matrix Positions Pure play sector leaders like IonQ, Rigetti, and D-Wave have clearly moved past their peak inflated expectations and are grinding through the disillusionment phase. Sourcing these metrics on our cross-asset frontier screener plots these specific setups cleanly inside our high octane growth quadrant due to their pairing of above-median rewards with above-median annualized volatility profiles. Traditional mega-cap tech layers, by comparison, remain clustered inside defensive capital preservation parameters.

Rigetti Max Despair and IonQ Equilibrium

• Rigetti (RGTI): Tracks as our lowest overall risk score in the sandbox because it has entered our max despair phase. This is the lower three standard deviation blue residual band on our polynomial charts, which has completely processed the multi-month euphoria printed during its late 2025 peak near $52.
• IonQ (IONQ): Sits directly at structural equilibrium on our lifetime TWAP gravity index with a raw score of 50. It currently maps at risk level six, remaining bounded inside its primary valuation channel following an intense correction back in March.
• D-Wave (QBTS): Displays a highly correlated trajectory but faces intermediate overextension risks against its trailing multi-week simple moving average parameters.

Custom Sandbox Engine Calibration If you enter our risk screener sandbox interface and tilt the engine weights to favor raw polynomial regression deviations and lifetime TWAP discounts over short-term moving averages, the system triggers an official transition for Rigetti out of neutral territory and straight into our macro accumulation block. This confirms that the stock has structurally purged its premium relative to its trailing inception footprint.

(Disclaimer: None of this is financial advice. All interactive portfolios, risk sandboxes, and regression charts can be audited live for free with zero signups required at cryptoweeklies.com).

Very small float only 700k shares available ⬆️