INFQ
NVDA
RGTI
Nvidia’s quantum breadcrumb trail
Infleqtion just got a fresh boost from the quantum-obsessed corner of the market. Citron Research says Nvidia’s new Ising launch — the company’s open AI models aimed at speeding up useful quantum computers — effectively pointed investors toward INFQ as the name to watch.
Why Citron is pounding the table
According to Citron, Infleqtion was mentioned multiple times in Nvidia’s release and appeared for both calibration and decoding. That matters because, in the land of future-tech stock picking, being named by Nvidia is basically the equivalent of getting invited to the cool kids’ table.
Citron’s argument is simple:
- Infleqtion was selected twice
- Rigetti was not selected at all
- Yet the market is still pricing Rigetti higher
That’s the setup for the “mispricing” thesis Citron is pushing.
The other shoe: this isn’t just about vibes
The story also gives investors a reminder that quantum stocks are trading like caffeinated meme assets right now. INFQ has been volatile since its February merger, but Citron says the company has 100% organic growth in 2025, $550 million in cash, and no debt — which, if true, is a lot more adult-in-the-room than the average speculative tech name.
Big picture
This is still a hype-heavy trade, not a cash-flow machine. But when Nvidia’s name shows up in a quantum story, the market tends to start doing backflips. For INFQ holders, that’s the bullish part; for everyone else, it’s a reminder that in emerging tech, narrative can move faster than revenue.