Fears that BRUN's lock-up expiry will flood the stock are wrong because none of the unlocked shares are registered. Traders like @saso_capital, whose post flagging the expiry was cited by DA Davidson, are pushing the stock down on unresearched information. Many who missed the INFQ unlock now think they can catch the next one, and they are wrong. x.com  x.com  x.com 

Infleqtion is too speculative to pay up for at almost double its pre-news price, with about $12 a fair level. A post the author replies to notes the Trump administration's $2 billion quantum push includes an equity stake in Infleqtion, but the stock traded at $8-9 plenty of times in March. Names like this are better bought during market scares. x.com 

Infleqtion may be due a catch-up trade as legacy shareholders look done, or very close to done, selling a month after its lockup expired. About 235M shares have traded since the April 20 unlock, and shares short fell 75% from April 17 to April 27, suggesting a handful of holders boxed shares before the unlock. Infleqtion has significantly underperformed other quantum stocks over the past 30 days, and a new government award is a great catalyst to move it back in the right direction. x.com  x.com 

CoreWeave's repeated insider selling is a warning sign for the stock. A Bloomberg insider-transactions chart shows sale markers from August 2025 through October 2026. x.com 

Boost Run gains fresh validation from Nebius, the premier neocloud, now listed as a customer in its latest deck on top of its exemplar status with Nvidia. It is free-cash-flow positive and guiding for 1,233% ARR expansion to over $400M in FY26. The thesis is unchanged, but early lock-up expiry is a serious near-term risk: if the stock stays above $12 for 20 of 30 trading days, about 24M shares, roughly 3.3x the current float, become eligible to sell. x.com  x.com  x.com 

Infleqtion's relative value in quantum and its unique strengths should become clearer as more analysts cover it, while thin volume currently weighs on the roughly $2B stock. Canaccord initiated at Buy with a $22 target, citing its dual quantum computing and sensing model, per @AIStockSavvy. An upcoming Department of War deadline under Quantum Executive Order 14413 falls squarely in Infleqtion's domain. x.com  x.com 

Boost Run's lock-up expires within days, letting insiders and the CEO sell their shares, which could cause massive selling pressure. That is a big deal and a huge risk against the earlier bull case for the newly listed AI infrastructure provider, built on Nvidia Preferred Cloud Service Provider status, a $1.44B Dell purchase agreement and about $471.7M of take-or-pay contracts for 5,000 Nvidia B300 GPUs. x.com  x.com 

Boost Run faces a near-term lock-up overhang. If the stock holds above $12 for 20 of 30 trading days, an early-release trigger around June 5-9 lets about 24M shares, roughly 3.3x the float, become eligible to sell. A similar post-SPAC release hit CoreWeave 15-22% over 30 days, and typical recent de-SPACs fell 25-40% over 60 days. This is a mechanical event, not a thesis change: Boost Run guides ARR up 1,233% to $400M+ by FY26 year-end and is FCF positive. Remaining shares unlock November 8. … Show more

Infleqtion is the only quantum stock needed, set apart from qubit lottery tickets by real revenue and contracts. Q2 revenue was $13.5M, 2026 guidance was raised to about $43M, it holds a $20M NASA contract for a space gravity sensor, and it is debt-free with hundreds of millions in cash. US government quantum contracts of $300M signal rising sector demand. At under a $3B market cap, it could be the next SanDisk if the quantum trade plays out. x.com 

D-Wave Quantum is among nine quantum-computing companies set to receive Trump administration grants totaling $2 billion. IBM gets $1 billion and GlobalFoundries $375 million, with Rigetti, Infleqtion, Atom Computing, PsiQuantum and Quantinuum also listed. The approach is to buy D-Wave on dips with patience. x.com  x.com