π $CCCX / Infleqtion - Quantum DD!
Infleqtion is merging with Churchill Capital Corp X (CCCX) in a SPAC deal valuing the company at roughly $1.8 billion.Β
$CCCX currently trades around $22.17 /share with a market cap of 1.18B and has had an average a volume of 6m the last 10 days.
Unlike most SPAC garbage, Infleqtion has actual REVENUE AND PROSPECTS:
- $29 million in revenue.
- 3 quantum computers SOLD and delivered.
- Hundreds of sensors are already deployed in the field.
- $300 million customer pipeline.
- Working with NVIDIA, U.S. Department of Defense, NASA, the U.K. Government and many more
π― What Infleqtion Builds
- Neutral-atom quantum computing platform using laser-trapped atomic arrays.
- Tiqker optical atomic clock for GPS-denied precision timing.
- RF quantum sensing systems for ultra-sensitive detection.
- Inertial navigation systems aimed at aerospace and defense.
- CUDA-Q integration with NVIDIA for hybrid GPU + quantum workloads.
Infleqtion markets itself as a βfull-spectrumβ quantum player: near-term revenue from sensing; long-term growth from computing.
π§© Major Contracts & Partnerships
- U.S. DoD β APFIT award for rack-mounted optical clocks.
- DARPA β ONISQ and Quantum Apertures programs with BAE Systems and Teledyne.
- NASA / JPL β Cold Atom Lab and QuARREM collaborations.
- UK MoD / Dstl β GPS-free timing resilience trials.
- Australian Army β Phase II Quantum Technology Exploit under QTC program.
- UK National Quantum Computing Centre (NQCC) β neutral-atom testbed hardware.
- L3Harris β quantum RF sensing partnership (includes classified projects).
- NVIDIA β CUDA-Q integration on Infleqtion hardware.
- Silicon Light Machines β MEMS SLM modules for higher qubit performance.
π Peer Market Caps and Multiples
Citron Research suggested that if Infleqtion were valued similarly to Rigetti (~$13 B cap), shares would be trading at $42.55 each
If the market assigns peer-level multiples (10Γβ15Γ revenue), implied upside could even reach the low-to-mid $60.00 per share range.
π Timeline
Watch for the S-4 filing and official vote dates; monitor DoD and NASA procurement feeds for new awards.
π§ TL;DR
Infleqtion combines quantum computing R&D with defense-grade sensing revenue.
If execution matches peers like IonQ and Rigetti, the $40 β $70/ share zone is conceivable.
Position: 3,333 Shares
Posted Oct 10, 2025, 7:25 PM UTC