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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Macro tailwinds are converging across three hard-tech niches:
Full-stack quantum acceleration is moving from lab demos to real-world workloads as AI demand for exponential compute explodes.
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.
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