Most recent unrolls from @ThreadReaderApp
1. Presidential Actions
ADDRESSING ADDICTION THROUGH THE GREAT AMERICAN RECOVERY INITIATIVE
Executive Orders
January 29, 2026
1)whitehouse.gov/presidential-a…
ADDRESSING ADDICTION THROUGH THE GREAT AMERICAN RECOVERY INITIATIVE
Executive Orders
January 29, 2026
1)whitehouse.gov/presidential-a…
2. Fact Sheet: President Donald J. Trump Launches the Great American Recovery Initiative to Address the Addiction Crisis
The White House
January 29, 2026
2)whitehouse.gov/fact-sheets/20…
The White House
January 29, 2026
2)whitehouse.gov/fact-sheets/20…
The E.O. creates a cross-government body to unify and drive federal policy on addiction prevention, treatment, and recovery, aiming to expand access to care, use evidence and data to measure progress, and engage a wide range of partners in combating substance use disorders.
3)
3)
During China’s reform era, I almost became an astronomer.
But the real turning point of my life is hidden in this faded black-and-white photo from the 1950s 👇
But the real turning point of my life is hidden in this faded black-and-white photo from the 1950s 👇
Mid-to-late 1950s.
Purple Mountain Observatory, Nanjing.
At the center: an ancient Chinese equatorial armillary sphere, bronze rings wrapped in dragon motifs—
a Ming-Qing relic standing inside modern science.
This is an opening scene of modern Chinese astronomy.
Purple Mountain Observatory, Nanjing.
At the center: an ancient Chinese equatorial armillary sphere, bronze rings wrapped in dragon motifs—
a Ming-Qing relic standing inside modern science.
This is an opening scene of modern Chinese astronomy.
In the photo:
Third from left, my father, Sun Keding, deputy director of the observatory.
Sixth from left, Prof. Dai Wensai, a founding figure of Chinese astronomy.
Fifth from left, a Soviet visitor later identified as Prof. G. F. Sitnik.
Third from left, my father, Sun Keding, deputy director of the observatory.
Sixth from left, Prof. Dai Wensai, a founding figure of Chinese astronomy.
Fifth from left, a Soviet visitor later identified as Prof. G. F. Sitnik.
The CIA is trying to rewrite the history of the rescue of Americans BY CANADIANS in the 1979 Iranian Hostage Crisis.
This follows Bessent, Hoekstra + Trump discussing annexing Canada.
Why? The US is preparing a story that its must “rescue Canada” via annexation.
@csiscanada
This follows Bessent, Hoekstra + Trump discussing annexing Canada.
Why? The US is preparing a story that its must “rescue Canada” via annexation.
@csiscanada
What actually happened?
The Iranian Revolution deposed the US (read: CIA) established puppet government of Pahlavi.
Iranian revolutionaries took over the US embassy in Tehran. Canada sheltered six US hostages and partnered with the CIA for their escape.
britannica.com/event/Canadian…
The Iranian Revolution deposed the US (read: CIA) established puppet government of Pahlavi.
Iranian revolutionaries took over the US embassy in Tehran. Canada sheltered six US hostages and partnered with the CIA for their escape.
britannica.com/event/Canadian…
Pay attention to subtle shifts in wording from US intelligence.
Tulsi Gabbard, US Director of National Intelligence, is at best a Russian sympathizer and, at worst, a collaborator with the Putin regime.
belfercenter.org/research-analy…
Tulsi Gabbard, US Director of National Intelligence, is at best a Russian sympathizer and, at worst, a collaborator with the Putin regime.
belfercenter.org/research-analy…
The term "pogrom" from a Historian of the Holocaust should normally be a wake-up call.
When Trump’s version of RSF turns up at Springfield, it will be because the place has shown that immigration works.
It will not be limited to Haitians, who are already leaving.
When Trump’s version of RSF turns up at Springfield, it will be because the place has shown that immigration works.
It will not be limited to Haitians, who are already leaving.
Un pogrom contre les Haïtiens de Springfield s'inscrirait également dans une longue histoire de suprématisme blanc qui ne peut oublier ni admettre que les esclaves se sont libérés et ont par là même instauré l'universalité des Droits de l'homme, contrairement aux États-Unis.
@DawitSeyoum14 @ArinzeIfeakandu @MukomaWaNgugi I don't have to quote here the disgusting takes by tech bros and their fellow IQ fetishists on "Haitians' low IQ" and "dirt cakes", ridiculous to anyone who's heard of Haiti. Suffice it to say they're close to the center of Dark Enlightenment dipshits' phantasies.
@spartyflyboy .
@spartyflyboy .
Red-Washing: How the Media Sanitizes Radical Leftists as Sympathetic Figures
1)
1)
In early 2025, 22-year-old Jessica Plichta, who proudly identified herself as a “cadre member of the Freedom Road Socialist Organization (FRSO),” was arrested during a pro-Maduro protest in Grand Rapids, Michigan.
2)
2)
Despite her open declaration of revolutionary loyalty, most media outlets portrayed her as a “preschool teacher” and “anti-war activist,” omitting her connection to a Marxist-Leninist group currently under congressional scrutiny.
3)
3)
1/7
This is Kenneth Chesebro.
The MOST important figure in the Fulton case.
He was the lawyer who designed the scheme.
He was:
-deposed in Fulton
-pled guilty
-told ALL the details about Trump’s plots.
These DIRECTLY dispute Trump’s current Fulton claims:
This is Kenneth Chesebro.
The MOST important figure in the Fulton case.
He was the lawyer who designed the scheme.
He was:
-deposed in Fulton
-pled guilty
-told ALL the details about Trump’s plots.
These DIRECTLY dispute Trump’s current Fulton claims:
2/7
Kenneth was responsible first and foremost for arranging the fake electorate scheme.
He admitted:
* He knew Trump did NOT win the election.
* Trump knew it.
* They planned to use it regardless of election outcome.
* He came up with the false claim that it was standard practice to cover-up this plot.
Kenneth was responsible first and foremost for arranging the fake electorate scheme.
He admitted:
* He knew Trump did NOT win the election.
* Trump knew it.
* They planned to use it regardless of election outcome.
* He came up with the false claim that it was standard practice to cover-up this plot.
3/7
Legally for the fake elector scheme to work, there *HAD TO* be an active lawsuit in each of those states contesting the election.
Both Cheesebro admitted the Sidney Powell case was that filing for Georgia.
Sidney Powell confessed the Fulton Georgia case was fraudulent, and pled guilty.
Legally for the fake elector scheme to work, there *HAD TO* be an active lawsuit in each of those states contesting the election.
Both Cheesebro admitted the Sidney Powell case was that filing for Georgia.
Sidney Powell confessed the Fulton Georgia case was fraudulent, and pled guilty.
96712
Technik : Physik
(Essay für Experten)
Unter speziellen Umständen verhalten sich normale Gegenstände anders als sonst:
Steinschleuder beschleunigt einen Stein auf 100 km/h. Das ist objektiv meßbar.
Macht man dasselbe aus einem Zugfenster in Fahrtrichtung, erhält man zwei
Technik : Physik
(Essay für Experten)
Unter speziellen Umständen verhalten sich normale Gegenstände anders als sonst:
Steinschleuder beschleunigt einen Stein auf 100 km/h. Das ist objektiv meßbar.
Macht man dasselbe aus einem Zugfenster in Fahrtrichtung, erhält man zwei
Geschwindigkeiten: Schleudertempo plus Zugtempo - für einen Beobachter an der Strecke; Normaltempo für alle Beobacher im Zug.
Das Phänomen sortiert zur relativistischen Physik.
Es gibt aber noch eine Dritte.
Wasser ist das Weichste und Flüssigste, das wir kennen. Aber nur im
Das Phänomen sortiert zur relativistischen Physik.
Es gibt aber noch eine Dritte.
Wasser ist das Weichste und Flüssigste, das wir kennen. Aber nur im
Aggregatzustand bis 0 Grad C. Darunter ist es Eis und hart wie Beton. Alles bekannt. Jetzt die dritte Physik:
Die Weichheit hat Wasser oberhalb der Temperaturgrenze im Ruhezustand. Ganz anders verhält es sich bei der Begegnung mit Tempo.
Eine Wasseroberfläche auf dem Meer ist
Die Weichheit hat Wasser oberhalb der Temperaturgrenze im Ruhezustand. Ganz anders verhält es sich bei der Begegnung mit Tempo.
Eine Wasseroberfläche auf dem Meer ist
1/10
改革开放年代，我差点去天文台上班了——一个家族与中国天文的“星际联系”故事 🌌
完整故事请点“显示主题贴”或“查看线程”阅读！时间线视图可能有轻微乱序，别慌～
父亲孙克定是紫金山天文台副台长，1950s 与戴文赛院士、苏联专家西特尼克合作建太阳塔。黑白照片：浑仪龙形守护，一群人围着合影……
改革开放年代，我差点去天文台上班了——一个家族与中国天文的“星际联系”故事 🌌
完整故事请点“显示主题贴”或“查看线程”阅读！时间线视图可能有轻微乱序，别慌～
父亲孙克定是紫金山天文台副台长，1950s 与戴文赛院士、苏联专家西特尼克合作建太阳塔。黑白照片：浑仪龙形守护，一群人围着合影……
2/10
西特尼克上课边讲边比划：太阳耀斑像调皮孩子，一不小心大发脾气爆发。他画草图建议建塔式太阳望远镜，避开大气湍流。
这开启中国“追日工程”：1958 立项，文革中断 22 年，到 1980-82 年建成。塔高 21 米，白色圆柱，像科幻灯塔！
续↓
西特尼克上课边讲边比划：太阳耀斑像调皮孩子，一不小心大发脾气爆发。他画草图建议建塔式太阳望远镜，避开大气湍流。
这开启中国“追日工程”：1958 立项，文革中断 22 年，到 1980-82 年建成。塔高 21 米，白色圆柱，像科幻灯塔！
续↓
3/10
母亲蒋拥瑜是浙东抗战女战士，通过老战友链连上王万贤（浙大物理学霸，王绶琯 1978 级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——巨型天线像“宇宙耳朵”，电磁干扰极小。王绶琯开玩笑：这是银河系窃听器！
续↓
母亲蒋拥瑜是浙东抗战女战士，通过老战友链连上王万贤（浙大物理学霸，王绶琯 1978 级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——巨型天线像“宇宙耳朵”，电磁干扰极小。王绶琯开玩笑：这是银河系窃听器！
续↓
2/10
西特尼克上课边讲边比划：太阳耀斑像调皮孩子，一不小心大发脾气爆发。他画草图建议建塔式太阳望远镜，避开大气湍流。
这开启中国“追日工程”：1958 立项，文革中断 22 年，到 1980-82 年建成。塔高 21 米，白色圆柱，像科幻灯塔！
续↓
西特尼克上课边讲边比划：太阳耀斑像调皮孩子，一不小心大发脾气爆发。他画草图建议建塔式太阳望远镜，避开大气湍流。
这开启中国“追日工程”：1958 立项，文革中断 22 年，到 1980-82 年建成。塔高 21 米，白色圆柱，像科幻灯塔！
续↓
3/10
母亲蒋拥瑜是浙东抗战女战士，通过老战友链连上王万贤（浙大物理学霸，王绶琯 1978 级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——巨型天线像“宇宙耳朵”，电磁干扰极小。王绶琯开玩笑：这是银河系窃听器！
续↓
母亲蒋拥瑜是浙东抗战女战士，通过老战友链连上王万贤（浙大物理学霸，王绶琯 1978 级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——巨型天线像“宇宙耳朵”，电磁干扰极小。王绶琯开玩笑：这是银河系窃听器！
续↓
4/10
最右边年轻人，正是后来主持中国天眼 FAST 的南仁东。那一刻，师徒站在天线下，风吹水库，仿佛为中国射电天文点燃第一把火。
王万贤自费去佛罗里达大学深造，后来成我们家大恩人……
续↓
最右边年轻人，正是后来主持中国天眼 FAST 的南仁东。那一刻，师徒站在天线下，风吹水库，仿佛为中国射电天文点燃第一把火。
王万贤自费去佛罗里达大学深造，后来成我们家大恩人……
续↓
Ever wonder how an Nvidia GB200 NVL72 gets from the factory to the data center? You can’t just throw a state-of-the-art 3,000 lb rack (compared to ~500 lb for CPU-based server) on a standard FedEx truck. Moving AI infrastructure is more like transporting a heart for transplant than shipping electronics. (1/9) 🧵
A fully loaded AI rack can weigh up to 3,700 lbs. That’s the weight of a Ford Explorer concentrated into a 2x4 foot footprint. Standard pallets would crush instantly. These AI racks require custom-engineered reinforced bases with shock-absorbent foam just to keep them from tearing through the floor. (2/9)
Unlike Ford Explorers that are made for ruggedness and the great outdoors - AI servers are packed with thousands of costly and sensitive components (think accelerator, HBM stacks, liquid cooling loops etc.) that are hyper-sensitive to any sudden movement. A single hard "thud" can dislodge a single component, rendering the rack inoperable and making maintenance necessary.
To protect delicate components from damage during transit, these racks sit on integrated heavy-duty shock absorbers and specialized shock-mount bases designed to neutralize impact. This setup is paired with custom foam layers for advanced vibration dampening, which effectively mitigates vertical G-forces. By allowing the pallet to "bounce" and absorb the energy from road hazards like potholes, the packaging ensures the high-value silicon and interconnects remain perfectly stationary and secure. (3/9)
To protect delicate components from damage during transit, these racks sit on integrated heavy-duty shock absorbers and specialized shock-mount bases designed to neutralize impact. This setup is paired with custom foam layers for advanced vibration dampening, which effectively mitigates vertical G-forces. By allowing the pallet to "bounce" and absorb the energy from road hazards like potholes, the packaging ensures the high-value silicon and interconnects remain perfectly stationary and secure. (3/9)
🚨🚨 MAJOR BREAKING : The largest ICE license plate tracker, StopICE, has been compromised 🚨🚨
First, follow @astrarce and @bitchuneedsoap .
If you visit the StopICE license plate tracker, you will note all their plates have been overwritten with the following image:
First, follow @astrarce and @bitchuneedsoap .
If you visit the StopICE license plate tracker, you will note all their plates have been overwritten with the following image:
This is in plain sight: stopice.net/login/data/tem…
The owner of the site is Sherman Austin of Long Beach, California.
Daniel Helmba, politischer Randakteur mit zweifelhaftem Hintergrund, maßt sich an, Menschen aus Indien
---
Übersetzung:
"Liebe Inder, es gibt hier leider keine Arbeit oder einen Platz für euch. Bitte kommt nicht nach Deutschland. Bleibt in eurem Land.
Viele Grüße, die Deutschen"
---
Übersetzung:
"Liebe Inder, es gibt hier leider keine Arbeit oder einen Platz für euch. Bitte kommt nicht nach Deutschland. Bleibt in eurem Land.
Viele Grüße, die Deutschen"
▶️ Menschen aus Indien zu erklären, sie hätten hier nichts zu suchen und es gebe in Deutschland keine Arbeit.
▶️ Das ist nicht nur arrogant, sondern blanker Realitätsverlust.
▶️ Deutschland sucht händeringend Fachkräfte – insbesondere in den MINT-Berufen.
▶️ Das ist nicht nur arrogant, sondern blanker Realitätsverlust.
▶️ Deutschland sucht händeringend Fachkräfte – insbesondere in den MINT-Berufen.
Und dann tritt jemand auf, der außer
👉Provokation,
👉 rechter Gesinnung und
👉 juristischen Schlagzeilen nichts vorzuweisen hat, der in
‼️Polen geboren wurde und sich zugleich als angeblich 👉 „urdeutsch“ inszeniert – und will bestimmen,
WER hierherkommen darf.
👉Provokation,
👉 rechter Gesinnung und
👉 juristischen Schlagzeilen nichts vorzuweisen hat, der in
‼️Polen geboren wurde und sich zugleich als angeblich 👉 „urdeutsch“ inszeniert – und will bestimmen,
WER hierherkommen darf.
Загиблих позавчора на Черкащині поліцейських сьогодні поховали.
Це швидше, ніж відбувалось у всіх раніше мені відомих випадках насильницьких смертей, які потребували розслідування, оскільки зазвичай потрібен час на розти , експертизи тощо
Це швидше, ніж відбувалось у всіх раніше мені відомих випадках насильницьких смертей, які потребували розслідування, оскільки зазвичай потрібен час на розти , експертизи тощо
Також хочу зафіксувати, що на місці загинуло троє поліцейських з роти особливого призначення та офіцер громади, всього четверо.
Пʼятий, поранений, також офіцер громади, дістався лісника аби подзвонити про допомогу.
(Група затримання працювала автономно, без звʼязку?)
Пʼятий, поранений, також офіцер громади, дістався лісника аби подзвонити про допомогу.
(Група затримання працювала автономно, без звʼязку?)
ДБР каже, що перестрілка сталась після того, як, цитую, на слід Русінова вийшли «працівники управління кримінальних розслідувань спільно зі слідчим.
Про виізд для затримання «слідчо-оперативноі групи» каже і Укрінформ.
Про виізд для затримання «слідчо-оперативноі групи» каже і Укрінформ.
⚡ THE FUTURE IS NOW
"Every single pixel will be generated not rendered"
Google DeepMind just launched Genie 3, the first version of Genie that's finally open for users to try.
Check out the absolutely insane stuff people are making 🧵
"Every single pixel will be generated not rendered"
Google DeepMind just launched Genie 3, the first version of Genie that's finally open for users to try.
Check out the absolutely insane stuff people are making 🧵
From image to real time playable world 🤯
Run bear, run! by @AgilePeter
BREAKING: An independent journalist just caught an Associate Dean and Professor at @ASU admitting they still push DEI.
She says "it's kind of embedded.. this is just who we are."
"We started changing language, but we're still doing the same thing."
"It's all still happening."
She says "it's kind of embedded.. this is just who we are."
"We started changing language, but we're still doing the same thing."
"It's all still happening."
The Associate Dean says "we started changing language but we're doing the same thing."
"We support all things Inclusion."
"We have defined inclusive practices to make sure that everybody's included while still supporting individuals and groups that are disadvantaged."
"We support all things Inclusion."
"We have defined inclusive practices to make sure that everybody's included while still supporting individuals and groups that are disadvantaged."
The undercover journalist asks the Associate Dean if there's a DEI ban.
She says "No, but to get ahead of it – and to not become a target – we've shifted some of our language. Does that make sense?"
She says "No, but to get ahead of it – and to not become a target – we've shifted some of our language. Does that make sense?"
1/10
改革开放年代，我差点去天文台上班了——一个家族与中国天文的“星际联系”故事 🌌
父亲孙克定是紫金山天文台副台长，1950s 与戴文赛院士、苏联专家合作建太阳塔……
续↓
改革开放年代，我差点去天文台上班了——一个家族与中国天文的“星际联系”故事 🌌
父亲孙克定是紫金山天文台副台长，1950s 与戴文赛院士、苏联专家合作建太阳塔……
续↓
2/10
西特尼克教授上课边讲边比划，说太阳耀斑像调皮孩子，一不小心大发脾气爆发。他建议建塔式太阳望远镜，开启中国“追日工程”：1958立项，文革中断22年，到1980-82年建成。塔高21米，像科幻白色灯塔！
续↓
西特尼克教授上课边讲边比划，说太阳耀斑像调皮孩子，一不小心大发脾气爆发。他建议建塔式太阳望远镜，开启中国“追日工程”：1958立项，文革中断22年，到1980-82年建成。塔高21米，像科幻白色灯塔！
续↓
3/10
母亲蒋拥瑜是浙东抗战女战士，通过战友链连上王万贤（浙大物理学霸，王绶琯1978级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——那些巨型天线像“宇宙耳朵”，王绶琯开玩笑：这是银河系窃听器，能听到星星悄悄话。最右边年轻人，正是后来主持FAST的南仁东！
续↓
母亲蒋拥瑜是浙东抗战女战士，通过战友链连上王万贤（浙大物理学霸，王绶琯1978级射电研究生，和南仁东同届）。
王绶琯带他们在密云站操作米波综合孔径射电望远镜——那些巨型天线像“宇宙耳朵”，王绶琯开玩笑：这是银河系窃听器，能听到星星悄悄话。最右边年轻人，正是后来主持FAST的南仁东！
续↓
Aquí está el “glitch” para imprimir 50.000 $/mes en 2026 con los influencers de IA.
Ahora podemos “robar” el carisma de las mayores estrellas del mundo y pegarlo sobre cualquier movimiento.
0 cámara. 0 contrato. 100% beneficio.
Descubre X ejemplos brutales para dominar Instagram y TikTok sin mostrar nunca tu cara: 👇
Ahora podemos “robar” el carisma de las mayores estrellas del mundo y pegarlo sobre cualquier movimiento.
0 cámara. 0 contrato. 100% beneficio.
Descubre X ejemplos brutales para dominar Instagram y TikTok sin mostrar nunca tu cara: 👇
2. Mister Beast viral
3. Mbappé bailando
From 2009-2021, private equity operated in a fantasy land:
Borrow at 3% → Buy at 12x EBITDA → Do nothing → Sell at 16x EBITDA
The IRRs looked incredible.
It wasn't genius. It was interest rates falling.
And that party is OVER 🧵
Borrow at 3% → Buy at 12x EBITDA → Do nothing → Sell at 16x EBITDA
The IRRs looked incredible.
It wasn't genius. It was interest rates falling.
And that party is OVER 🧵
Multiple expansion was just falling interest rates in disguise.
When discount rates drop, asset values rise automatically.
PE firms were like homeowners in 2005 thinking they were investment geniuses because their house doubled in value.
When discount rates drop, asset values rise automatically.
PE firms were like homeowners in 2005 thinking they were investment geniuses because their house doubled in value.
The zero-rate playbook was simple:
Cheap leverage + multiple expansion = automatic 15%+ IRRs
Didn't matter if you improved operations.
Didn't matter if revenue grew.
Just hold for 3-5 years and watch multiples rise.
Cheap leverage + multiple expansion = automatic 15%+ IRRs
Didn't matter if you improved operations.
Didn't matter if revenue grew.
Just hold for 3-5 years and watch multiples rise.
The federal government is on track to shut down at the end of Friday, as congressional Democrats push for changes to ICE policies as part of a sweeping funding package.
wapo.st/4rlfPS0
wapo.st/4rlfPS0
After a series of shootings by federal agents, Democrats say they will not vote to fund DHS without new accountability measures.
But the funding is lumped into one piece of legislation with money for several other departments. wapo.st/4q6slnl
But the funding is lumped into one piece of legislation with money for several other departments. wapo.st/4q6slnl
Minority Leader Chuck Schumer said the party agreed on three main goals:
° Require warrants in some cases and ICE coordination with state and local law enforcement
° Create a code of conduct and enforce it
° Require agents to wear body cams and not masks
° Require warrants in some cases and ICE coordination with state and local law enforcement
° Create a code of conduct and enforce it
° Require agents to wear body cams and not masks
🌍Politica✍️ Rezgar Akrawi
Apostar por EE. UU. no es una solución, es un espejismo político.#Geopolítica #OrienteMedio #Kurdos
La Cuestión Kurda y La Cuestión Nacional: ¿Estado-Nación o Estado De Ciudadanía? @kritik_bakis aracılığıylakritikbakis.com/es/la-cuestion…
Apostar por EE. UU. no es una solución, es un espejismo político.#Geopolítica #OrienteMedio #Kurdos
La Cuestión Kurda y La Cuestión Nacional: ¿Estado-Nación o Estado De Ciudadanía? @kritik_bakis aracılığıylakritikbakis.com/es/la-cuestion…
La historia demuestra que la política de #EEUU en Oriente Medio no se basa en valores democráticos, sino en intereses estratégicos. Las alianzas con actores kurdos han sido tácticas, frágiles y condicionadas por la agenda de Washington. #EstadosUnidos #Politica #Siria #Irak
Cuando cambian las prioridades geopolíticas, los “aliados” se convierten en peones prescindibles. Sin un proyecto propio basado en derechos y ciudadanía, toda dependencia externa conduce a nuevas crisis.
#Kurdos #GeopolíticaGlobal #Derechos #Ciudadanía
#Kurdos #GeopolíticaGlobal #Derechos #Ciudadanía
$IonQ 📊 VALUATION ANALYSIS: IonQ’s $16.7B market cap may significantly undervalue its strategic asset base
An institutional-grade analysis reveals intellectual property, government contracts, and vertical integration creating assets potentially worth multiples of current valuation.
Key metrics examined:
• 900+ patent portfolio across quantum stack
• $300M+ government contracts pipeline
• $3.95B acquisition spend building unique platform
• 62% institutional ownership with recent accumulation
• DMEA Category 1A trusted foundry access (only quantum company)
This thread breaks down each asset class with comparable valuations and explains why IonQ’s strategic positioning creates defensible competitive moats that may not be fully reflected in current price.
🧵👇
#IonQ #ValuationAnalysis #QuantumComputing
An institutional-grade analysis reveals intellectual property, government contracts, and vertical integration creating assets potentially worth multiples of current valuation.
Key metrics examined:
• 900+ patent portfolio across quantum stack
• $300M+ government contracts pipeline
• $3.95B acquisition spend building unique platform
• 62% institutional ownership with recent accumulation
• DMEA Category 1A trusted foundry access (only quantum company)
This thread breaks down each asset class with comparable valuations and explains why IonQ’s strategic positioning creates defensible competitive moats that may not be fully reflected in current price.
🧵👇
#IonQ #ValuationAnalysis #QuantumComputing
STRATEGIC ACQUISITION TIMELINE: $3.95B Investment Building Vertical Integration
Eight acquisitions in 12 months (January 2025 - January 2026) constructed the only fully integrated quantum platform globally:
Disclosed Transactions ($2.15B):
• Qubitekk (Jan 2025): $22M - Quantum networking infrastructure, 118 patents
• ID Quantique (May 2025): ~$250M - Post-quantum cryptography leader, 300 patents, established European customer base
• Lightsynq (June 2025): ~$493M - Photonic interconnects and quantum
memory, ex-AWS/Harvard team
• Capella Space (July 2025): ~$311M - SAR satellite constellation, space-based quantum infrastructure
• Oxford Ionics (Sept 2025): $1.075B - Ion-trap-on-chip technology, world-record 99.99% gate fidelity
Pending/Undisclosed (~$1.8B):
• Vector Atomic (Oct 2025): Quantum sensing, $200M+ DoD contracts, atomic clocks deployed on X-37B
• Skyloom (Jan 2026): Free-space optical communications for satellite quantum networking
• SkyWater Technology (In Progress): $1.8B - Three U.S. foundries, DMEA Category 1A trusted semiconductor manufacturing
Total Investment:
$3.95B creating capabilities spanning computing, networking, sensing, space infrastructure, and domestic chip fabrication.
No competitor has assembled this full-stack integration.
#MergersAndAcquisitions #VerticalIntegration
Eight acquisitions in 12 months (January 2025 - January 2026) constructed the only fully integrated quantum platform globally:
Disclosed Transactions ($2.15B):
• Qubitekk (Jan 2025): $22M - Quantum networking infrastructure, 118 patents
• ID Quantique (May 2025): ~$250M - Post-quantum cryptography leader, 300 patents, established European customer base
• Lightsynq (June 2025): ~$493M - Photonic interconnects and quantum
memory, ex-AWS/Harvard team
• Capella Space (July 2025): ~$311M - SAR satellite constellation, space-based quantum infrastructure
• Oxford Ionics (Sept 2025): $1.075B - Ion-trap-on-chip technology, world-record 99.99% gate fidelity
Pending/Undisclosed (~$1.8B):
• Vector Atomic (Oct 2025): Quantum sensing, $200M+ DoD contracts, atomic clocks deployed on X-37B
• Skyloom (Jan 2026): Free-space optical communications for satellite quantum networking
• SkyWater Technology (In Progress): $1.8B - Three U.S. foundries, DMEA Category 1A trusted semiconductor manufacturing
Total Investment:
$3.95B creating capabilities spanning computing, networking, sensing, space infrastructure, and domestic chip fabrication.
No competitor has assembled this full-stack integration.
#MergersAndAcquisitions #VerticalIntegration
INTELLECTUAL PROPERTY PORTFOLIO:
900+ Patents = $3-5B Implied Value
IonQ’s patent portfolio now spans the entire quantum technology stack with defensible positions in four distinct verticals:
Patent Breakdown by Technology Domain:
• Quantum Computing: Core ion trap architecture, gate operations, error correction (IonQ + Oxford Ionics proprietary technology)
• Quantum Networking: 118 patents from Qubitekk covering quantum key distribution (QKD) and entanglement distribution protocols
• Post-Quantum Cryptography: ~300 patents from ID Quantique in quantum-safe encryption and secure communications
• Quantum Sensing: 29 patents from Vector Atomic covering atomic clocks, gyroscopes, and precision measurement
• Photonic Interconnects: 20+ patents from Lightsynq on quantum memory and photonic chip-to-chip connections
Comparable IP Valuations in Technology Sectors:
In 5G infrastructure, patent portfolios of 500-800 patents have commanded $2-4B valuations in acquisition contexts (Nortel patents to Rockstar Consortium for $4.5B).
In semiconductor IP, ARM’s architecture licensing (built on extensive patent portfolio) generated $2.7B annual revenue before NVIDIA’s attempted $40B acquisition.
IonQ’s 900+ patents cover fundamental technologies with 20-30 year protection horizons in a nascent industry where IP barriers create winner-take-most dynamics.
Conservative valuation: $3-5B, representing 20-30% of current market cap from IP assets alone.
This patent fortress makes organic competition extraordinarily difficult competitors would need 5-10 years and billions in R&D to develop equivalent technology positions, if technically achievable at all.
#IntellectualProperty #Patents #CompetitiveMoat
900+ Patents = $3-5B Implied Value
IonQ’s patent portfolio now spans the entire quantum technology stack with defensible positions in four distinct verticals:
Patent Breakdown by Technology Domain:
• Quantum Computing: Core ion trap architecture, gate operations, error correction (IonQ + Oxford Ionics proprietary technology)
• Quantum Networking: 118 patents from Qubitekk covering quantum key distribution (QKD) and entanglement distribution protocols
• Post-Quantum Cryptography: ~300 patents from ID Quantique in quantum-safe encryption and secure communications
• Quantum Sensing: 29 patents from Vector Atomic covering atomic clocks, gyroscopes, and precision measurement
• Photonic Interconnects: 20+ patents from Lightsynq on quantum memory and photonic chip-to-chip connections
Comparable IP Valuations in Technology Sectors:
In 5G infrastructure, patent portfolios of 500-800 patents have commanded $2-4B valuations in acquisition contexts (Nortel patents to Rockstar Consortium for $4.5B).
In semiconductor IP, ARM’s architecture licensing (built on extensive patent portfolio) generated $2.7B annual revenue before NVIDIA’s attempted $40B acquisition.
IonQ’s 900+ patents cover fundamental technologies with 20-30 year protection horizons in a nascent industry where IP barriers create winner-take-most dynamics.
Conservative valuation: $3-5B, representing 20-30% of current market cap from IP assets alone.
This patent fortress makes organic competition extraordinarily difficult competitors would need 5-10 years and billions in R&D to develop equivalent technology positions, if technically achievable at all.
#IntellectualProperty #Patents #CompetitiveMoat
