EXCLUSIVE: QUBT CEO Says Anthropic's Mythos 'Doesn't Reveal Anything New' — But It Should Make Everyone Move Faster On Quantum Security

• CEO Matt Kinsella told Stocktwits that Infleqtion is now moving beyond research toward applications, with its Quantum Gravity Gradiometer mission designed to operate autonomously in orbit.
• He stated that the QGG Pathfinder mission, developed in partnership with NASA, is only an initial step, with larger commercial opportunities expected if the technology is validated.
• He also pointed to a broader roadmap that includes deploying more quantum sensors in space to monitor both Earth-based activity and objects in orbit.

Infleqtion (INFQ) CEO Matt Kinsella said in an exclusive interview with Stocktwits that the space market is poised to be an “enormous market opportunity” for quantum technology, following the company's delivery of an upgraded quantum physics package to the International Space Station (ISS) earlier this week.

"I have become increasingly convinced that space is going to be an enormous market opportunity for quantum, where I maybe wasn't as convinced a couple of years ago,” he told Stocktwits’ Michele Steele in an exclusive interview.

The upgrade onboard Northrop Grumman’s (NOC) NG-24 supports the Cold Atom Laboratory (CAL), a NASA-backed facility that has operated continuously aboard the ISS since 2018. The lab serves as a testbed for quantum experiments in microgravity, helping researchers evaluate how quantum systems perform in space environments.

“You can think of it as a proving ground that quantum will work in space to add real value,” Kinsella said. “Now we are moving from this research-grade system into an application.”

INFQ’s stock price traded flat in middday trade on Wednesday after a five-day rally and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around INFQ has trended in ‘extremely bullish’ territory following the NG-24 announcement. Chatter rose to ‘extremely high’ from ‘high’ levels. 

Quantum Tech Moves Beyond the Lab

According to Kinsella, the next phase for Infleqtion centers around the Quantum Gravity Gradiometer (QGG) Pathfinder mission, developed in partnership with NASA. The project aims to deploy an autonomous quantum sensor in orbit capable of detecting minute variations in Earth’s gravitational field.

Unlike earlier experiments, the system is designed to operate independently, without astronaut intervention. The goal is to demonstrate that quantum sensing can deliver consistent, high-precision data from space.

Such capabilities could have wide-ranging applications, including mapping natural resources, monitoring infrastructure, and tracking activity below the Earth’s surface. Kinsella also pointed to potential national security use cases, including observing satellite movements in orbit.

“This QGG is a pathfinder mission. It’s to prove it works,” he said. “Then there’s much, much larger opportunities beyond that.”

The $40M Number Investors Should Watch

Kinsella gave Stocktwits two concrete milestones for retail traders to watch in 2026 – hitting $40 million in revenue and reaching 30 logical qubits on its quantum computing platform, up from 12. The path to 100 logical qubits by 2028 is when the company believes quantum computers will start delivering commercially useful results.

It’s not just space that Infeqtion is focused on. In December, the company deployed the UK’s only operational 100-qubit quantum computing system at the National Quantum Computing Center (NQCC), marking a milestone in the country’s national quantum strategy. 

The company also collaborated with NVIDIA (NVDA) to publish the world's first demonstration of a materials science application using logical qubits, which placed Infleqtion's Superstaq quantum computing software platform in a category shared by very few companies globally.

Nvidia's stock was also among the top trending tickers on Stocktwits at the time of writing. The shares edged 0.4% higher in midday trade, with retail sentiment rising to 'bullish' from 'neutral' territory over the past day, accompanied by chatter at 'normal' levels.

Wall Street Is Bullish On Infleqtion

“Space remains a particularly important market for us in a major area of growth,” Kinsella said during the company’s April 8 earnings call. Wall Street analysts have taken note. BTIG initiated coverage with a ‘Buy’ rating and a $22 price target, citing Infleqtion’s ability to generate revenue from its neutral atom platform. The firm described the company as an early-stage player with a competitive cost advantage.

Citi analyst Atif Malik also began coverage with a ‘Buy’ rating and a $20 target, highlighting Infleqtion’s partnership with Nvidia as a key validation of its technology and its relevance for future AI and quantum applications.

INFQ’s price has fallen more than 11% year-to-date

Read also: EXCLUSIVE: Space Stocks Mellow Ahead Of Artemis II Splashdown, With NASA ETF Manager Betting On SpaceX IPO, Blue Origin To Drive Next Rally

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