250 years on July the 4th seems like a super well-rounded number to justify a magnificent Trump speech on the greatness of America and its industry. Optimism will rally in the weeks leading up to that date, and the sectors perceived as "structural" may experience a boost.
Why am I betting in Quantum and on INFQ in particular?
1.Trump recently announced a $2 Billion Quantum Initiative for 9 Firms - including INFQ - [just two weeks ago](https://finance.yahoo.com/sectors/technology/articles/donald-trump-announces-2-billion-123856110.html).
2. The US - China Economic and Security Review Commission [considers "quantum supremacy" to be a "critical national asset", and a "transformational" one](https://www.uscc.gov/research/vying-quantum-supremacy-us-china-competition-quantum-technologies). Ahead of every other sector.
3. Same report recognizes "China leads the world in quantum communications and is making rapid progress in quantum computing and sensing". US is lagging behind.
4. INFQ is owned by Trump and is the only quantum company with meaningful revenue. And still trading at low levels, not far away from it's $14 nav value since de-spac some months ago.
In brief: If national security, America's greatness, innovation, and beating China will be themes for the 250-year speech on the 4th of July, I'm betting $INFQ will be one of the clear beneficiaries.
