[Hackers]

I am already invested in quantum & end products (with a focus on defense, military, computing, transport, etc).

If you are unfamiliar with quantum, here's a small write-up on some concepts:
https://hackforums.net/showthread.php?tid=6308444

It's a huge market with many use cases. Most people think about general computing. GPS & sensors are already in a place of 'quantum supremacy' where their classic competitors simply don't come close.

Quantum sensors & GPS are making huge headway with gov contracts.

These types of sensors use atoms to detect changes, to figure out the exact location on Earth without satellites. This is a huge advantage and will be a multibillion dollar market in no time - it already is.

Rubidium and cesium are the two most likely materials that I can identify for this type of tech.
Much of this sub-industry is in EU/UK/Australia/Canada.

Here are 3 companies that work with this type of tech and material. Since the US is not likely to put as much military budget into other countries, it's likely these 3 will see more attention.

There aren't many US companies working with cesium & rubidium that are also on NASDAQ.
This thread is mostly based on US investor strategy, but it's worth looking into parent companies or non-US companies as well if you want to diversify within the cesium/rubidium market.

FEIM is one I am already invested in for other reasons.

FEIM - Frequency Electronics Inc ($30.11 per share) ~ 149% gain over last year
ADTN - Adtran Holdings Inc ($9.28 per share) ~ 56% gain over last year
MCHP - Microchip Technology Inc ($64.42 per share) ~ -19% loss over last year

I am most likely going to buy $250 ADTN and $250 MCHP for Monday market open on NASDAQ. I am happy with my current FEIM position, but will look to buy more in the future. From there I'll aim to do a $250 per share DCA weekly over next 3 weeks or so, for $1K total (each) on MCHP & ADTN.

I am happy about these new additions because:
1. They reduce risk on quantum. ADTN & MCHP have existing revenue and use cases.

2. They increase upside on quantum. By targeting the core components, I can profit from gains closer to the start of the supply chain (while also being invested in quantum & defense stocks for middle & end chain of this DOD/DOE/USGov related investment strategy)

[SIM-4716193]

Thanks for the post. I am also invested in quantum computing tech, but this is something new for me.
Will do some research of my own!

Again, appreciate your commentary on this topic!

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Also, any reason that you are aware off which lead to a YoY loss of 19% in MCHP?

[Hackers]

Thanks for the post. I am also invested in quantum computing tech, but this is something new for me.
Will do some research of my own!

Again, appreciate your commentary on this topic!

---

Also, any reason that you are aware off which lead to a YoY loss of 19% in MCHP?

No problem! I did execute my buys this morning - $250 each for MCHP and ADTN

MCHP:
It's up 33% in last 6months, and almost 14% on YTD, but it's down 19% for 1 year, and up over 24% for 5 years

I think it may be more about the prior bull run than a serious problem. It looked like a general correct / retest with a new run in the works (to me).
It did not re-hit the bottoms / previous lows which is a good indicator too. There are some support trends to go off possibly.

That said, their profit is not 100% perfect. They do need to show strength this year. I am more bullish on FEIM out of these 3, but I didn't want to be out of the market on MCHP. They have worked with DOD / others in the past & I do expect to see new contracts soon.

I think it overshot on the previous run up rather than it having major concerns now.
I'm happy with the current prices and am not concerned about the -19% over the last 1 year.

A number of funds have bought into MCHP recently which is good, but a few have slimmed down too.
I think this is to be expected though with swings between 30-100 or so

[Stanley]

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