u/v3kt0r-

I’m seeing a combined ecosystem, which is why institutional option whales are aggressively building positions.

When GigCapital8 takes the quantum division public under Quantisimo at a $575 Million valuation, they aren't presenting a speculative slide-deck. They are taking a mature global ecosystem public:

In the US: They have the GlobalFoundries MoU to manufacture highly secure, aerospace-grade chips on U.S. soil for Western defense contracts.

In Europe: They have the newly commercialised Quobly contract to supply advanced Cryo-CMOS silicon to the EU quantum computing base.

In India: They have a 300-million unit capacity factory (SEALKAYNESQ) partnered with a fast-growing local designer (L5 Cartronics) to capture a dominant share of the 250-million unit smart utility migration.

What’s everyone else seeing?