
Big fan of quantum computing, $IONQ, and FinTwit.
California, United States
Joined September 2022
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We've received $7.5 million in follow-on funding from the Air Force Research Laboratory (AFRL), reflecting the strength of our partnership and the value of our full-stack approach.
The Phase 2 contract with AFRL expands upon the first-generation quantum network we previously delivered in Rome, New York, adding advanced optical, hardware, and software layers for real-world deployment.
“We are building quantum networking that runs on standard telecom infrastructure and through open air, and proving it on a live network,” said @jordan_shapiro, IonQ President, Quantum Platform.
Read the full announcement: ionq.com/news/ionq-awarded-7…
#QuantumNetworking #QuantumIsNow #PowerofPartnership
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
$OCGN This week gave us a pretty damn good example of what Phase 3 data can do to biotech.
On one side you had Moderna gaining around $44B in market cap in a day after successful Phase 3 data.
On the other you had EyePoint crashing 70%+.
If you’re chasing the Moderna type of upside, it’s probably worth understanding how the EyePoint type of crash can happen too. Not every drugs path to market is the same, with some paths way harder than others.
EyePoint was yet another anti VEGF treatment for wet AMD.
The problem with drugs like this is they’re trying to attack the disease using the same basic concept as an already approved, extremely studied and highly optimized treatment, just delivered differently.
Sanofi’s approach uses DNA so retinal cells continuously produce anti VEGF. EyePoint’s angle was an implant that slowly biodegrades while releasing a VEGF inhibitor.
EyePoint’s concept wasn’t trying to prove their anti VEGF works better.
They were trying to prove they can give patients the same outcome while reducing how many injections they need every year.
This is a hard path to approval.
Because a person’s eye can only benefit from so much VEGF suppression, and anti VEGF treatments come with many risks. You’re basically trying to prove that a highly optimized anti VEGF regimen can somehow be improved by just adding more anti VEGF between injections.
That’s why these drugs fail to show enough additional benefit, run into safety issues, or fail to prove their drug’s benefit is worth the added risk time and time again.
EyePoint’s drug reduced treatment burden by around 2 injections a year, yet patients still needed rescue injections and the trial failed its primary vision endpoint. Nine patients also lost 15 letters or more, which EyePoint says was unrelated. Probably was, but there will be outliers on both sides and their drug was supposed to prove it could reduce injections while maintaining the same outcome. It didn’t.
It’s just incredibly hard to improve something that’s already highly optimized without actually bringing major innovation.
To me this is the rat philosophy style of drug development. Find a giant established market, change the delivery just enough to steal yourself a piece. Fun fact though, all these chronic injections actually make OCU410’s market opportunity larger.
The difference between rat drugs and truly innovative products like OCU400/410ST/410 is that Ocugen isn’t trying to prove it’s just as good as another approved drug. All it has to prove is what the drugs have already been demonstrating in each trial.
Do the people who take OCU400 end up in better shape than the people who don’t?
The drug doesn’t even have to show people’s eyesight improved.
Just slowing down the disease’s progression would be substantial.
Yet so far OCU400 has gone well beyond slowing progression, it has stopped the disease in every evaluable patient, it has substantially restored photoreceptors and people have seen their eyesight improve with some gaining up to four lines. Also there’s no safety concerns across the entire platform.
For Ocugen’s leading drug, with Phase 3 results coming in Q1 2027, it’s already shown it can reach and go well beyond what the trial is asking it to prove.
Basically the bar for approval is about as low as you could ever hope for relative to what the drug has already demonstrated.
And that’s the difference.
One product is trying to squeeze a little more efficiency out of an already optimized treatment will have a much harder path to market.
Another is trying to prove that its entirely different way of treating the disease will continue to work like it already has.
Nothing is guaranteed in the world of biotech.
But I’m telling you, there’s a lot of signs. 😉🍻
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
Guys, no amount of cope is gonna paper over the fact that $IONQ massively overpaid for Elisity
Of course security is important
Of course there is synergy
Of course there is growth potential
Those were never the issue
There is an appropriate price for anything
I've warned mgmt about dilution early in the year
Instead of listening, they doubled down - to the destruction of shareholder value
At this point we'll bite the bullet, but we need some indication from management that they will get dilution under control going forward
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
$IONQ Intel is buying Classiq for a reported $2.3B. IonQ invested in it six months ago.
Classiq is the quantum software layer: you describe the algorithm, it builds the circuit for the machine you target. Its co-founder and CEO Nir Minerbi announced the deal today: "we aim to bring quantum computing to developers and organizations worldwide."
IonQ joined Classiq's strategic round in November 2025, and Classiq's SDK already runs circuits on IonQ's cloud, Forte included.
The biggest quantum acquisition to date is a bet on software. IonQ is already connected to it.
🔗 calcalistech.com/ctechnews/a…
#IonQ #Quantum #Classiq #Intel
Let's go, let's go, let's go.
Where are the buyers?
$OCGN stock far too cheap now.
Are people afraid of dilution? What's the problem?
OCU400 Phase 3 trial just around the corner. The drug works.
$OCGN The number one concern the market has had about Ocugen has always been cash.
Three products going from Phase 1 to Phase 3. From dosing timelines to efficacy results, the bet has always been whether this pre rev biotech could commercialize before the cash runs out.
Now we’ve got cash runway till 2028, and full approval in the Bahamas targeted within the next 80 days, where anyone of the 1.6M people worldwide going blind from RP can travel to get early access and be treated at full commercial price+.
Our SP… $1.
Basically the same as it was a year ago when we had only two late stage assets, less runway, and no commercial rev in sight.
Bears who’ve cried PRE REV BIOTECH WOLF for years are now here trying to spin this Bahamas approval into a meaningless little partnership. Lmao.
Keep barking and buying, wolves.
Any bearish narrative at this price sounds ridiculous when the one concern hanging over this company for years is getting wiped out.
It’s game over boyz.
GG EZ. 🍻
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
JFK: “Ask not what your country can do for you. Ask what you can do for your country.”
President Obama: “Our stories are singular, but our destinies are shared.”
Trump: “Wow, Nicki Minaj has a great ass.”
What happened to you America? 🤷🏽♂️
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
The recent Starlink / Starshield incident in Ukraine has created a dangerous precedence for the US export industry, many haven't yet grasped. The sudden deactivation respectively curtailing of those systems without warning not only cost precious lives, but also equipment worth millions.
Though the blame game between the White House (Trump) and SpaceX (Musk) is going on, ultimately it doesn't matter. It showed the world that the USA are not a reliable partner any more. Pointing at some obscure "violation of terms of services" without providing the exact passage are just increasing that notion that this was a political move.
The explanation that Starlink must not be used for "offensive" means is nonsense, too. Starlink has never been turned on over Russia, and using it in Ukraine is by definition defensive in nature. You can even argue that hitting Russian targets in Russia is defensive, since you don't have to wait for an attack to be conducted. Even the intention is enough to warrant action and to eliminate the threat at the source. But this is a different topic.
Furthermore, SpaceX has been fully aware that its Starlink terminals are being used by Ukrainian forces. Especially when considering that Ukraine only recently had to white-list their Starlink terminals for the Ukrainian military so that Russian forces, who have been abundantly using Starlink as well, were locked out. It has always been clear that those Starlink terminals are used for and by the Ukrainian military, and Ukraine has always been thankful for that.
Coming up with this bogus story, now, three weeks before midterms is therefore as transparent as it is shameless. It is obvious for everyone that this was just figleaf statement so that a political agenda can be pushed, an agenda which runs counter to the strategic nationalist interests of the USA, both political and economic.
And this is the real scandal. It is not new that the US had to lock out its technology or supplies to nations with which it had previously good and even cordial relation. Iran under the Shah, South-Vietnam and Cuba before Castro are just three to name it. But as you can see from them, it made perfectly sense back then. Those nations switched sides or disappeared altogether.
Ukraine on the other hand didn't switch sides and even helped the US in the most recent and botched Iran war, despite being short on ammunition itself. The Ukrainian government accepted every possible compromise and offered an unconditional ceasefire from the start. Russia on the hand refused all of it and is demanding surrender. Yet, it gets this treatment? Unbelievable.
This will be noted by all clients around the globe who purchase US weapons and technology. If agreements are not honored and can unilaterally and even clandestinely be altered based on the whims of a few, who only follow their own motives or election lies, then the all concept reliability falls apart.
Whether it is Starlink, the F-35, Tomahawk missiles or HIMARS. All those systems run on software and in many cases can only properly operate with recent updates. You don't even need have a kill switch. You can only refuse to update and many of those systems lose more than 90% of their effectiveness within a short period, making worthless.
This is why we see the blame game between Musk and Trump. I'm sure that people around those guys told them how absolutely shortsighted and stupid this step was. It will fall back on the entire US industry. Not even those two guys are worth that losses and backlash. A functional US Congress would immediately start subpoenas and hearings, asking questions in order to mitigate the damage, but here we are.
Trump and Musk have given the best reason why not to buy American. Customers - governmental and private alike - around the globe will take note of this and act accordingly, and I wouldn't be surprised if this won't be limited to US military products only. An absolutely senseless and avoidable own goal.
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
I saw no women being assaulted. I saw no nose picking. I saw no ear wax eating. I heard no stories about men’s asses. I heard no strange burping noises, no slurring, no moaning.
And I heard no songs about homosexual hook ups at the local gym while an old fat man wearing makeup danced like he was wanking 2 giraffes.
I didn’t see or hear any of that during Barack Obama’s speeches today.
Just an adult speaking in complete sentences to an audience who appreciated every word.
It was nice.
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
I was feeling pretty bad that people were struggling with the high cost of fuel and consumer goods. But then President Trump told a crowd in Ohio that oil companies are making a "freaking fortune" due to his Iran war. So take heart! When Chevron does well we ALL do well🙏🇺🇸
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
same as it ever was. when $IONQ reports earnings on november 5, i'll be judging the company on three things: revenue, technology, and execution.
revenue: are customers paying, and is demand growing?
technology: are the machines getting better, and can customers do more with them?
execution: can ionq build, deliver, and support those machines faster and at lower cost?
a company can have great technology and still fail to build a great business. it can grow revenue and still struggle to deliver. and it can execute well on products nobody wants.
ionq has to get all three right. and each quarter, i want to see evidence that it's getting better at all three.
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
$IONQ From three nodes in parallel at AMD to five devices in parallel at SkyWater.
SkyWater's CEO Thomas Sonderman, whose company has been an IonQ subsidiary since July, looked back at his AMD years, when his teams were always running three nodes in parallel. At the 2026 Investor Day, he told the room what changed: "You heard today we're running five devices in parallel."
For him, faster iterations simply close the gap between ideation and commercialization, and it is all about time to market. The slides behind him put numbers on that speed: a chip cycle down from nine months to two, 12x more wafer lots at SkyWater, and a 256-qubit fab-out more than 3x faster.
It fits what IonQ has put on the table. Earlier in the same Investor Day, Chris Ballance said IonQ had built more ion-trap quantum processors in the previous six months than in the whole history of the company, iterating across multiple generations in parallel. At SkyWater, Sonderman also gave the scale: thousands of quantum wafers, a third of them tied to IonQ, and nine quantum customers.
In semiconductors, the fab that iterates fastest reaches the market first. IonQ now owns one.
#IonQ #SkyWater #Semiconductors
$OCGN
Ocugen stock, $1.85 six months ago, and now 75 cents.
That's a 60% reduction.
As the company proceeds smoothly through the phase 3 trial of OCU400, somehow the stock is now worth less, than it ever has before.
Phase 3 will complete, in Q1 2027.
...
...
$OCGN
Is this a liquidity sweep? Are hedge funds selling now so they can buy it for cheap later?
Are people afraid of dilution?
Do people think the drug doesn't work?
Do people think the addressable market is not large enough?
...
...
$OCGN
I think the most likely scenario, is simply that the shorts are shorting, because they see a downtrend. That's it. It will keep going down until it's not. Then they cover. That's the game. It's a dangerous game, because the stock can reverse VERY quickly.
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FiddleyFud⚛️🇺🇦🇺🇸 retweeted
What about my paintings again?
Jared Kushner’s Hacked Phone Revealed His Secret Negotiations—Including More Than $700 Million In Transfers vanityfair.com/story/jared-k…
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
Wow! We actually have a foreign agent working (“volunteering”) for the United States. That foreign agent is married to the President’s daughter.
If you don’t see anything wrong with this, then you have been absorbed by the cult.
Kushner also failed to disclose himself as an agent of a foreign government, having been paid nearly $2 billion in total by foreign leaders. trib.al/OTkGEv6
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
Jared Kushner's scandal denial spectacularly backfires as Dems demand answers 'under oath' #RawStory twp.ai/9ObhMz
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
$IONQ "Our qubits sit on the shoulders of CMOS giants."
That's how Heather Richardson, Foundry Technologist at SkyWater Technology, reframed Oxford Ionics, now part of IonQ, in a post today. She was answering a line about their qubits sitting "on top of an incredibly boring chip."
Heather knows chips. Before SkyWater, she spent years in RF engineering at Keysight and a decade as a microelectronics design engineer at the DoD, working on radiation hardened CMOS.
She explains the hard part of trapped ions: inputs for "qubit calibration and control including RF, MW and laser modulators, sounds like a nightmare, especially when scaling the number of qubits."
"This is where Oxford Ionics is doing really boring work."
Their QPUs use unit cells with DC and RF electrodes that "can be tiled in a 2D grid - meaning the scalability and dynamically updateable inputs are part of the QC architecture itself."
And CMOS fabs bring "the infrastructure, supply chain, workforce and manufacturing discipline that will anchor the quantum technology development."
That is exactly what is playing out. SkyWater has been an IonQ subsidiary since July 31. On the Superion 256 chip, IonQ's design cycle went from nine months to two, with six tapeouts in the first half of 2026 and 12x more wafer lots over six months than at a previous foundry.
As SkyWater CEO Thomas Sonderman put it: "we're designing for manufacturability. When it's time to run at scale, we will be ready."
In chipmaking, boring means proven, repeatable, manufacturable at scale.
#IonQ #OxfordIonics #SkyWater #Superion
FiddleyFud⚛️🇺🇦🇺🇸 retweeted
Dutch intelligence allegedly hacked Jared Kushner's iPhone after finding it on a Russian GRU officer's server, then tracked his accounts and found evidence of secret $2 billion financial deals with UAE and Saudi Arabia, Vanity Fair reports, citing journalist Matthew Cole's new book.
The outlet says Kushner had signing rights on three secret accounts, nicknamed "Alfa" in the UAE and "Beta" in Israel, including $750 million routed to a UAE government linked charity and funds tied to a secret Israel-UAE defense pact against Iran.
Kushner has denied the report entirely, calling it "outrageous fiction" from someone "either mentally ill or acting with malicious intent."
vanityfair.com/story/jared-k…
























