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The Pure-Play Quantum Pioneers — Lottery Tickets, Not Chokepoints · The Picks & Shovels of Quantum — Fridges, Lasers & Helium-3

QUBT

Quantum Computing Inc.
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Photonic + acquired NuCrypt and Luminar quantum assets. Revenue +5,951% YoY (acquisition-driven).

What they do

Small photonic-quantum pure-play with multiple acquisitions adding revenue scale (NuCrypt for quantum networking, Luminar quantum assets). Q1 revenue +5,951% YoY (most of which is from acquisitions). Sub-$3B market cap. Pure speculation; size very small.