The Portfolio Armor Substack

The Portfolio Armor Substack

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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Quantum Computing + Precision Timing

Trade Alert: Quantum Computing + Precision Timing

Bullish bets on our system's #1 name from Friday, and a name from our Market Watchers X list. Plus, a market hedge.

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Portfolio Armor
Jul 14, 2025
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Quantum Computing + Precision Timing
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Macro tailwinds are converging across three hard-tech niches:

  1. Full-stack quantum acceleration is moving from lab demos to real-world workloads as AI demand for exponential compute explodes.

  2. Ultra-precise time-keeping and frequency control just became a national-security priority as the Pentagon fast-tracks next-gen satellites and autonomous ISR platforms.

Today we’re positioning in one best-in-class pure play from each arena. Both offer asymmetric reward-to-risk setups that the market still isn’t pricing correctly.

Here’s a quick sketch of each company.

In addition, I’m going to add a market hedge here, using the PA iPhone app.

Full trade details—including tickers, options structures, and exit strategies—are below for paid subscribers.


🔒 Subscriber Section (names, tickers & trades)

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