Microchip's long-term foundry deal with Everspin adds quality option value and strengthens its standing as a US specialty manufacturer, though the stock still hinges on inventory, utilization, margins and debt. Microchip will make Everspin's MRAM and TMR sensor wafers at its Oregon Fab 4 for at least ten years, putting idle capacity to work as an ITAR-ready onshore source. First shipments target late 2027 and volumes are small, so the near-term earnings impact is limited. x.com  x.com  x.com  x.com  … Show more

SEALSQ is the high-risk, high-upside bet on post-quantum cryptography, a market made real by Trump's executive orders setting specific deadlines. There are many unknowns: whether it meets its certification schedule, whether a small company can win share against NXP and STMicroelectronics, and whether those larger players accelerate their own FIPS 140-3 certification. If things go right, the upside is large, as the world needs protection against Q-day. x.com 

Everspin is the only US-domiciled, US-manufactured MRAM maker, and its non-volatile, fast, radiation-hardened memory works where flash and DRAM cannot, making it a Pentagon supplier with no alternative. Its 10-year Microchip deal for a copy-exact line in Oregon doubles domestic capacity from H2 2027. Its UNISYST NOR flash replacement targets 5-10% of a $3 billion market, with production in 2027. It had 238 design wins in 2025, up 34%, with 52.7% gross margins and no debt. x.com  x.com  x.com  x.com  … Show more

Everspin Technologies is a high-risk MRAM pure play that could multiply if MRAM scales. Microchip's onshore MRAM foundry deal secures a second source, and expanded production feeds directly into revenue, with defense, space and AI-edge memory demand as beneficiaries. The real test is 2027-2029, when mass production, customer growth and revenue must show up; today expectations exceed results. Risks include a small, volatile company, customer concentration, an early market and production delays. … Show more

Not owning a small slice of quantum computing is riskier than owning one. May brought about $2B of incentives to IBM, GlobalFoundries, Rigetti and others; June brought two executive orders targeting post-quantum cryptography and useful quantum computing by 2028; China ranked quantum first among future industries; and IBM and the University of Chicago ran a 70-logical-qubit computation classical computers can't simulate. Plays: SEALSQ, GlobalFoundries, Coherent, Keysight, FormFactor. x.com 

Quantum computing is a race whose winners get pricing power over the hardest problems; Google's CEO says quantum is where AI was five years ago. IonQ leads with Q2 revenue of $80.1 million, up 287%. D-Wave alone is in commercial production; Rigetti grew revenue 173%. IBM targets fault tolerance in 2029, Alphabet's Willow began the cycle, Xanadu is photonic, Infleqtion has federal backing, Quantum Computing Inc. is speculative, Arqit sells post-quantum security; an ETF holds the field. x.com  … Show more

Everspin's 38.6% surge to $18.28 after its Q1 beat has likely pulled forward much of the near-term upside: at about $425M, or 7x trailing sales, it already prices in much of 2026-2027 growth. Product sales grew 28% to $14.1M and a $40M defense contract bridges about $16M a year, but reaching $25-$30 needs quarterly revenue above $20M, hinging on July 2026 STT-MRAM qualification and a Microchip ramp with recurring orders not due until 2H 2027. Litigation costs weigh on GAAP income. x.com 

Quantum computing could create up to $2.7 trillion of value by 2035, per McKinsey, and these five names can benefit before it fully arrives. IonQ already sells machine access through Amazon, Microsoft and Google and has US military contracts. Ciena builds quantum-safe encryption into its networking gear, and Arqit already sells quantum-proof software to the UK government, Northrop Grumman and Verizon. MKS Instruments supplies every builder; the Defiance Quantum ETF spreads risk over 89 stocks. … Show more

Quantum computing is getting billions of dollars from the White House while the market is already building positions, and the technology, though still early, will accelerate drug discovery, cybersecurity, logistics, materials science and financial modeling. Early positioning should pay off over the next five years across pure plays such as IonQ, Rigetti, D-Wave and Quantum Computing Inc., big tech builders IBM, Alphabet, Microsoft, Amazon and Nvidia, and quantum ETFs. x.com 

Silicom adds quantum-security exposure, and the positive news looked like a good buying opportunity. Per the FT, a customer selected a Silicom FPGA SmartNIC after evaluating an off-the-shelf product that showed the performance and reliability needed for its advanced encryption, including post-quantum cryptography. x.com