A.F | 未来フルベット💎 retweeted
$IONQ が買収した
Elisityがまさにこの分野に強い🔥🔥
日本でも頑張って欲しいぞ🇯🇵！！
【日経一面】
厚労省が「サイバー攻撃に強い病院」を
2028年までに約30施設指定へ🏥🔒
医療は国民の命に直結する重要インフラ。
電子カルテや医療機器のネットワークが止まれば、診療そのものが止まるリスクがある⚡️⚡️⚡️
Elisityのゼロトラスト（最小権限アクセス制御）は、ネットワーク内の不正アクセスやランサムウェアの横展開を防ぐ技術。
すでに海外の病院で数万台の医療機器を短期間で保護した実績があります。
さらに IONQの量子セキュリティと組み合わせることで、今の脅威だけでなく、将来の量子コンピュータによる暗号化突破（Q-Day）にも備えられる形に。
日本の病院サイバー強化の流れと、
量子×ゼロトラストの需要が重なってくるタイミング。
⚠️日経記事とIONQ/Elisityの関連は、政策の方向性と技術の親和性を踏まえた解釈であり、直接的な受注や業績への影響を保証するものではありません。
投資判断はご自身の責任で行ってください。
#IONQ #量子 #サイバーセキュリティ #医療 #Elisity
🤖 Made with AI
A.F | 未来フルベット💎 retweeted
BREAKING: Elon Musk’s Terafab has already started ordering machines from Japan for its chip factory in Texas, according to Nikkei.
• One supplier was asked to deliver equipment in just a few months.
• Elon is aiming for a working test chip in Austin by mid-2027 and mass production in the second half of 2028.
• Terafab is aiming for 1,000,000 silicon wafers a month from 2032 onward. That would be 40 times the planned capacity of Japan’s Rapidus plant.
• About 700,000 wafers a month would go toward memory chips and over 300,000 toward chips that handle computing.
With Intel on board, Tesla and SpaceX are taking chipmaking into their own hands in Texas. The goal is to make the chips for Tesla’s self-driving cars and Optimus robots, and even for SpaceX’s planned AI data centers in orbit.
A.F | 未来フルベット💎 retweeted
BREAKING: Deutsche Bank says SpaceX is hard to replace in space.
The bank kept its Buy rating after the U.S. midterms. SpaceX can also build AI data centers faster and cheaper than rivals. The bank says that could let SpaceX charge more if computing power gets harder to find.
It says Congress has limited power to intervene directly in SpaceX’s launch and satellite contracts with federal agencies like NASA and the U.S. Space Force.
Deutsche Bank estimates SpaceX could have 8 to 10 gigawatts of computing capacity in 2027. The bank also sees a path to 500 megawatts of data center capacity in orbit by the end of 2029. A Starship that can fly again quickly would help bring costs down.
A.F | 未来フルベット💎 retweeted
Excited to be working with @Qualcomm on breakthrough technologies for 5G & beyond
Qualcomm CEO Cristiano Amon on partnership with @SpaceX
“We're very excited. It's going to be one of the largest 5G deployments in the United States. It's a great step on U.S. technology leadership. SpaceX is going to be building their base stations. We provide the silicon for the radio. It's going to be an AI native architecture. It's going to bring a lot of innovation.”
A.F | 未来フルベット💎 retweeted
🧬 $IONQ
遺伝子治療のほか、銀行・ガス会社まで実需が広がる
Q3決算説明会でNiccolo de Masi CEOは、IONQの量子コンピュータが実際の業務で使われ始めている事例を紹介しました。
【 主な事例 】
・カナダのCCRM
(細胞遺伝子治療の実用化を支援する機関)
と、治療用ウイルスベクターの製造効率化に取り組む。
・大手銀行HSBCは、IONQのマシンを使って貿易ルートの予測精度を向上。
・イスラエルの天然ガス輸送を担う国営企業は、ガスの効率的な輸送方法を探すために量子を活用。
また、半導体設計ソフト分野で世界トップクラスのシノプシス(Synopsys)とチップ設計向けの量子計算にも取り組んでいます。
10月のハッカソンには80大学以上・37カ国から開発者が参加し、IONQクラウドで4400回以上の実行を行ったとのことです。
実需が少しずつ広がってきている動きです。
#IONQ #量子 #米国株
$IONQ from gene therapy research to HSBC's quantum tests
On the Q3 2026 earnings call, @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, outlined two ways the platform creates value: applications developed with partners, and customers running their own applications.
With @CCRM_ca, IonQ began development work on viral vector manufacturing. These vectors carry genetic material into cells for many cell and gene therapies. Their production is costly, with much of the product lost during purification, a step where de Masi said quantum computing can help.
With Synopsys, IonQ is working on demanding quantum-mechanical calculations used in chip design, with the goal of integrating quantum computing into the Synopsys QuantumATK platform.
Customers are also running their own models on IonQ's machines. De Masi said HSBC reported better prediction accuracy than classical approaches in identifying emerging trade corridors, using an application tested on Forte Enterprise. Israel Natural Gas Lines used IonQ Forte to run its quantum optimization model for natural gas transmission.
The open platform, simple software layers and easy cloud access are also building a global developer community. An October hackathon @qollabxyz drew developers from over 80 universities and 37 countries, who completed more than 4,400 runs on IonQ's cloud and generated over a million lines of open source code. Some teams were using a quantum computer for the first time and still built working projects in 48 hours.
De Masi linked that access to a fast feedback loop: more developers can build and test applications, with AI helping accelerate the process further.
#IonQ #QuantumComputing
A.F | 未来フルベット💎 retweeted
🚨 $IONQ
ウォール街が見据える
12か月後の株価が熱い！！！🤯💥🔥🔥
唆るぜこれはあああ！！！
現在の株価は💰32.62ドル
それに対してアナリストの
【平均目標株価は57.08ドル！！！】
📈上昇余地は約＋75%！！
しかも、この目標株価は
今後12か月を想定したもの。
量子技術の商用化がさらに進めば
過去最高値付近も期待したいぜえええ🔥
現在値から約＋158%
というシナリオも夢がある！！
目標株価の達成も保証されない。
それでも
量子産業の成長はまだ始まったばかりだと思っている！！！🔥
その先の量子時代を見に行こうぜ💎
#IONQ #量子コンピュータ #米国株
A.F | 未来フルベット💎 retweeted
BREAKING: Nasdaq 100 futures fall over -1% in their first reaction to Nvidia, $NVDA, CEO Jensen Huang confirming his "romantic relationship" with a Chinese spy.
A.F | 未来フルベット💎 retweeted
🇯🇵日経平均「高値から−20％！」後を検証📉
（リクエストがあったので、過去10年→20年分を追加検証しました🤗）
株式市場では一般的に…
✅ 高値から−10％超 ⇒ 調整局面
✅ 高値から−20％超 ⇒ 弱気相場入り⚠️
👉 11/6(金) 日経平均は高値から−20.63％🔥
👉️過去20年間で10回目の弱気相場入り｜
そこで、過去20年間の主要9局面を検証！
✅ 5営業日後：平均 +3.34％（6勝3敗）
✅ 10営業日後：平均 +5.98％（8勝1敗）
✅ 20営業日後：平均 +10.14％（8勝1敗）
✅ 60営業日後：平均 +12.52％（8勝1敗）⭐️
ただし…
⚠️ 2008年の金融危機では60営業日後も−7.66％！
⚠️ 2020年は5営業日後に−10.81％！
👉 過去は反発優勢でも、底打ち確定ではない！
※過去の実績であり、将来の上昇を保証するものではありません。
🤖 Made with AI
A.F | 未来フルベット💎 retweeted
$IONQ from gene therapy research to HSBC's quantum tests
On the Q3 2026 earnings call, @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, outlined two ways the platform creates value: applications developed with partners, and customers running their own applications.
With @CCRM_ca, IonQ began development work on viral vector manufacturing. These vectors carry genetic material into cells for many cell and gene therapies. Their production is costly, with much of the product lost during purification, a step where de Masi said quantum computing can help.
With Synopsys, IonQ is working on demanding quantum-mechanical calculations used in chip design, with the goal of integrating quantum computing into the Synopsys QuantumATK platform.
Customers are also running their own models on IonQ's machines. De Masi said HSBC reported better prediction accuracy than classical approaches in identifying emerging trade corridors, using an application tested on Forte Enterprise. Israel Natural Gas Lines used IonQ Forte to run its quantum optimization model for natural gas transmission.
The open platform, simple software layers and easy cloud access are also building a global developer community. An October hackathon @qollabxyz drew developers from over 80 universities and 37 countries, who completed more than 4,400 runs on IonQ's cloud and generated over a million lines of open source code. Some teams were using a quantum computer for the first time and still built working projects in 48 hours.
De Masi linked that access to a fast feedback loop: more developers can build and test applications, with AI helping accelerate the process further.
#IonQ #QuantumComputing
$IONQ wants its quantum hardware to become a platform
From the Q3 2026 earnings call. @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, said hardware leadership is the foundation of impactful applications, with NVIDIA as the example: leading hardware draws an ecosystem of developers, and that ecosystem turns the hardware into a platform.
The aim, he said, is to lead in quantum hardware and make it easy to reach and build on.
→ Access: IonQ quantum computers are available on AWS, Google Cloud and Microsoft Azure. Another Forte Enterprise system came online this quarter, and multiple Tempo systems are expected in 2027, expanding cloud capacity several times over.
→ Tools: support for the main quantum programming frameworks (the software kits developers write code with), including Qiskit, PennyLane, NVIDIA CUDA-Q, Classiq and others. He described it as an open ecosystem that gives customers choice.
→ Own software: like NVIDIA, IonQ also builds proprietary software that runs close to its hardware.
That strategy creates value in two ways, he said: applications developed with customers and partners, and platforms that partners build on top of IonQ's.
#IonQ #QuantumComputing
A.F | 未来フルベット💎 retweeted
🚨量子関連が急上昇📈の裏側。
🙉「しまったああ！量子銘柄、乗り遅れた」
😎「大丈夫👌 全然上がってないから！！」
🙊「えっ！爆上がりしてたんじゃないの？」
😎「え…あ、あがってない、、、」
では過去3ヶ月の株価を比較しようか😏
💎 量子関連
$IONQ −17.9%
$QUBT −27.9%
$RGTI −28.9%
$QNT −36.2%
$QBTS −45.0%
🔥 半導体関連
$AMD −8.2%
$TSM −10.0%
$NVDA −14.7%
$SMH −18.8%
$AVGO −30.0%
💾 メモリ関連
$MU −21.7%
$SNDK −33.7%
$WDC −41.6%
$STX −45.9%
🙈「えええ！？全部マイナスじゃん！！」
😎「そうだぜ！！量子だけが下がってるわけじゃねえ！！」
🐵「じゃあ、乗り遅れたどころか……」
😎「3ヶ月前より安く買える銘柄が多いってことだな。ただし、安いから上がるとは限らねえ。しかも、危なっかしい💥！！」
🐒「量子革命、まだこれからなのか！？」
😎「少なくとも、株価だけ見て乗り遅れたと決めつけるのは早いぜ！！」
🐵「よっしゃああ！！じゃあ今から量子にフルベット💎だああ！！🔥」
😎「おい待て！！話聞いてたか！？🤣」
🙉「えっ？」
😎「乗り遅れる心配より、買ってから振り落とされる心配しろおおお！！🤣」
猿も木から落ちる…🐒🐒🐒
皆様、どうかご安全に🙏
完
⚠️あくまでもコメディです。
銘柄の売買を推奨するものではありません。投資判断はご自身の責任で行ってください。
#IONQ #量子コンピュータ #米国株 #半導体株
A.F | 未来フルベット💎 retweeted
$IONQ NVIDIA deployment could open more routes to customers
During IonQ’s Q3 2026 earnings Q&A on November 5, @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, told Morgan Stanley analyst Joe Moore that proving the system in one NVIDIA data center could support deployments in others and expand IonQ’s channels to market.
Superion 256 is scheduled for installation in 2027 at the NVIDIA Accelerated Quantum Research Center in Boston. It will be the first on-site quantum computer there, connected directly to NVIDIA’s AI infrastructure.
That environment places demands on the machine. Vibrations in a data center can cause alignment problems. De Masi said SkyWater’s manufacturing process and IonQ’s architecture, which puts ion traps on a chip, give the company advantages in cost, manufacturing and stability.
NVIDIA’s quantum team is looking for partners that can scale into hybrid workflows: quantum processors working alongside conventional computing. The joint research will explore how NVIDIA GPUs and IonQ quantum processors can work together on machine learning and AI.
De Masi sees the NVIDIA collaboration and IonQ’s advancement to Stage C of DARPA’s Quantum Benchmarking Initiative as validation of that architecture and its ability to support robust, stable deployments.
#IonQ #NVIDIA #QuantumComputing
$IONQ Why acquire Elisity?
Because cybersecurity could one day represent a larger TAM than quantum computing.
During IonQ’s Q3 2026 earnings Q&A on November 5, Inder Singh, Chief Operating Officer and Chief Financial Officer of IonQ, explained why cybersecurity could one day represent a larger total addressable market (TAM) than quantum computing.
His reasoning goes beyond the size of the threat. IonQ’s security solutions work on existing infrastructure. He says they do not require tens of billions of dollars in investment, while acknowledging that some hardware is involved. Elisity brings a software business with attractive margins and recurring revenue.
The Q3 presentation shows how the pieces fit: identify connected assets and security gaps, contain attacks through identity-based access controls, then use those insights to prioritize post-quantum encryption and quantum key distribution.
On the call, Singh put Elisity’s customer base at 100, alongside over 100 already served by IonQ in security. The acquisition brings both the software and customer relationships to expand that business.
He sees a uniquely positioned, high-margin, recurring-revenue opportunity to grow from that base. He connects that growth directly to IonQ’s decision to invest.
#IonQ #CyberSecurity
A.F | 未来フルベット💎 retweeted
$IONQ
今回の公式ポストは、米国の老舗投資専門メディアBarron’s（バロンズ）に掲載されたニコロCEOのインタビュー記事を紹介する内容だね！😎
記事では、好調なQ3決算を背景に、IONQが目指す「量子版NVIDIA構想」を取り上げている。
既に約12社の量子企業へシステムやチップ、原子時計などを供給。
SkyWater買収によって、量子業界への部品・技術供給者としての事業も拡大している。
さらにDARPA Stage C進出や、西側諸国の安全保障を支える量子インフラ構想にも言及。
自社の量子コンピューターを売るだけでなく、競合企業すら顧客にして量子業界全体の成長を取り込む戦略。
量子版NVIDIAというこの産業での立ち位置が少しずつ現実味を帯びてくるのか、ホルダーは注目だ😎⚛️🔥
“We’re building the quantum ecosystem for the Western world—for our nation, for the Five Eyes, for NATO.”
That’s the mission our CEO, @NiccoloDeMasi, shared with @barronsonline, and it’s how we're driving to be the NVIDIA of quantum.
Today, we supply roughly a dozen other quantum companies with systems, chips, and atomic clocks. We’ve also advanced to the final stage of Defense Advanced Research Projects Agency (DARPA)’s Quantum Benchmarking Initiative, an independent audit of progress toward industrially useful, error-corrected quantum computing.
We’re delivering on what we set out to do, and momentum is building. Quantum is now.
Read the full story in Barron’s: barrons.com/articles/ionq-ea…
#QuantumComputing #QuantumInnovation #QuantumIsNow
A.F | 未来フルベット💎 retweeted
昨日の米国市場、
原子炉関連とIONQあたりが特に強かった感じか🤔📈
データセンターの電気代がーって話で原子炉関連が買われるのはなんとなくわかる。
でも……
IONQ、なんでこんなに強いんだ？😂
と思って調べたら、
「あ、決算だったのね！」
しかも、決算良かったのね！🤣🚀
理由を調べる前に「何かニュースあった？」ってなってた🙋♂️笑
A.F | 未来フルベット💎 retweeted
With yesterday's Q3 2026 earnings announcement, we disclosed another record-breaking quarter for IonQ, highlighting the strong momentum of our business as we build the world's leading quantum platform.
We delivered $173.8 million in Q3 revenue, up 336% year-over-year, marking our sixth consecutive quarter of record revenue. We also achieved $1.2 billion in remaining performance obligations, reflecting strong global demand across our leading quantum technologies and strategic U.S. semiconductor foundry.
As Chairman and CEO @NiccoloDeMasi shared on our earnings call:
"We have built a globally unique quantum platform spanning computing, networking, sensing and security, supported by vertically integrated manufacturing capabilities. Our focus is on translating those advantages into broader customer adoption, commercial scale and long-term shareholder value. Our third quarter results are proof of our strategy in action."
From advancing to Stage C of @DARPA's Quantum Benchmarking Initiative to expanding our global customer relationships, we're continuing to turn our technology leadership into commercial progress. Onward and upward! 🚀
Read more about our Q3 results: investors.ionq.com/news/news…
#IonQ #QuantumIsNow
A.F | 未来フルベット💎 retweeted
長文です⚠️長文です⚠️長文です⚠️
🔥 韓国株式市場で異常事態発生！！⚠️
🇰🇷 韓国のKOSPIが一時9％急落⤵️
あまりの急落にサーキットブレーカーが発動！
株式市場の取引が一時停止に🚨
今回の下落は韓国だけの問題ではなく、米国発のAI・半導体株売りが日本や台湾などアジア市場にも波及しています⚠️
日本市場も例外ではありません👩🌾
特に半導体関連株は、世界の投資マネーやAI投資の動向に大きく左右されます🚨
一つの国の市場で起きた異変が、世界中の市場に連鎖することもあります🔥
だからこそ、今は楽観しすぎず、リスク管理を徹底したいですね。
まだまだ、世界的な株安の連鎖に警戒が必要です🔥🔥
そして、もう一つ気になるのが暗号資産市場です👩🌾💹
⚠️ ビットコインには株式市場のような市場全体を止めるサーキットブレーカーがありません🎉🎉🎉
暗号資産市場は基本的に24時間365日動き続けます🔃🔃🔃
つまり、暴落が起きても市場全体が止まるわけではないので、売りが売りを呼び、強制ロスカットが連鎖すれば、想像以上のスピードで価格が下落する可能性もあります⚡️●～*
もちろん、これから暴落するという話ではありません。
ただ、こういう時こそ、最悪のシナリオも想定しておくことが大切です👩⚖️💹
🌟 生活資金まで投資に回さない
🌟 レバレッジをかけすぎない
🌟 暴落しても慌てて売らない余裕を持つ
🌟 買い増しできる現金を残しておく
🌟 短期的な値動きに振り回されない
投資で大切なのは、上昇相場でどれだけ利益を出せるかだけではありません！
本当に差が出るのは、暴落相場をどう乗り越えるか。
相場はいつまでも上がり続けるわけではありません👩🌾
何が起きても狼狽しないメンタルと、余裕資金を確保しておくこと。
最後に生き残るためにも、今のうちから備えておきたいですね🔥🔥
焦らず、欲張らず、冷静に。
資金管理も立派な投資戦略です👩🌾💹
