INFQ Hits 30 Logical Qubits! IonQ Explodes & Xanadu Gets Crushed

There is a lot happening in quantum computing right now. Quantum World Congress is underway, IonQ has added billions of dollars in market cap in just a few days, Infleqtion announced a major logical-qubit milestone, and Xanadu has fallen more than 85% from its highs. In tonight’s episode, I break down all three stories and what I’m watching next. The headline for Infleqtion is 30 logical qubits. The company successfully entangled 30 logical qubits using just 80 neutral-atom physical qubits, reaching a target it had publicly set for the end of 2026 several months early. Infleqtion’s next major roadmap target is 100 logical qubits by 2028, while the company continues building revenue across sensing, clocks, software and government programs. I also look at Infleqtion’s valuation and chart. The stock has been steadily building higher lows after bottoming around the $9 area, while the company has continued raising revenue guidance and strengthening its roadmap. My personal thesis remains that Infleqtion is undervalued relative to several public quantum peers, particularly when you consider its existing quantum revenue, sensing business and neutral-atom computing roadmap. IonQ has had a huge week of its own. The company announced new deployments and partnerships, was selected to bring its quantum hardware into Nvidia’s accelerated quantum research infrastructure, and demonstrated an end-to-end real-time quantum error decoder this week. The stock has rallied sharply from recent lows and IonQ has widened its lead as the largest public pure-play quantum company by market cap. The third story is very different. Xanadu is now down roughly 85% from its highs, recently trading near $5 after a major share unlock increased the available float. I added common shares into the weakness because I still believe photonic quantum computing has long-term potential, while Xanadu has continued releasing roadmap updates, securing government support and building strategic partnerships. The setup is extremely high risk, but with very elevated short interest and heavy selling already absorbed, I’m watching for potential seller exhaustion. So tonight we have three quantum stocks moving in very different directions: Infleqtion executing ahead of schedule, IonQ gaining serious momentum, and Xanadu dealing with a brutal repricing. None of this is financial advice—these are simply my own opinions and research as I follow the sector. For more quantum coverage, visit thequantumbull.com, follow QuantumBullHQ on X, or join as a Golden Bull or higher for access to our Discord community. Timestamps 00:00 – Quantum stocks are moving fast 01:05 – Infleqtion hits 30 logical qubits ahead of schedule 03:03 – INFQ revenue, valuation and my long-term thesis 04:37 – Infleqtion chart and the potential for a rerating 06:16 – IonQ’s massive week and new partnerships 09:15 – IONQ adds billions in market cap 11:50 – Xanadu crashes more than 85% from its highs 14:32 – Why I bought Xanadu and what I’m watching next