QSI Quantum-Si Incorporated - Ordinary Shares - Class A

$QSI Money is flowing out of the overcrowded AI trade. As that money gets reallocated, it ain't going into horse-and-buggy industries. It's going into emerging, disruptive segments like quantum computing and proteomics. Expect ups and downs, as money never flows in a straight line. But as long as QSI management doesn't do anything stupid (read: dilution), they will be well positioned going into 2027.

$QSI QSI will be at the American Society of Human Genetics (ASHG) tomorrow 20/10/2026. This is the worlds largest annual meeting in human genetics and genomics.

$QSI As discussed on the call, based on the conversations management has already had with prospective customers, the risk now is not whether Proteus will sell. The risk is whether QSI will be able to obtain manufacturing components, particularly AI-adjacent components, in sufficient quantity to meet demand. To address that risk, the company has already begun building out a stockpile of critical path components, more than six months out from launch. They are also in tight communication (weekly per management) with suppliers to circumvent bottlenecks before they emerge. Management stated multiple times on the call that they will begin providing updates on preorders early next year. The window for snapping up cheap shares will slam shut at that point. Once preorder numbers (and hopefully some key names) start rolling in, everything changes.

$QSI I know people are hoping for an announcement of the 20th amino acid coverage on the call today, but I do not expect it. I'd expect the company to make a big news splash with a dedicated press release etc. when it happens, rather than bury it on a call. As for today, I would be happy to hear they are on track and getting close. 

$QSI Just to put things into perspective.l bought qbts warrents at 23.6 cents,new technology that is far behond my payscale just like QSI is,but held on to it because of new tech,again QSI is cutting edge that it appears no one else has or is even close to having.Anyway long story short l sold qbts for $37+..Not saying it will happen with QSI,but it could..Know what you own.

$QSI Weak hand will suffer massive loses in this. The pattern is clear. It goes up, goes down and up again. You panic and sell you lose

$QSI In my view the business update on proteus was very strong - what was important was that management was increasingly confident on its execution. The 20 amino acids will likely be sequenced by end of year - which will support and add to the current valuation. Now they have launched the proteus pre-order programme, perhaps we can now expect to see early adoption and pre-orders for proteus, the next major catalyst.

$QSI this is probably gonna be over 20 bucks in the next 18 months. Any red days are going to be gifts this point forward.

$QSI One day, we’re going to wake up, check the news, and see QSI up 100-200% or more overnight… just like that. 🚀 Sometimes, all it takes is one major breakthrough to change everything. Add if you can!

$QSI loving this consolidation. Next leg up on the 20 amino acid announcement, which I expect is sooner than later.

$QSI THE world class technology for one of the most important undiscovered sectors that will extend Human Lifespan & help us in agriculture, bio warfare, etc Nobody comes close. Yesterday’s call makes it clear

$QSI I don’t know who wouldn’t be investing at the crossroads between AI & Biotechnology at this point in history. Quantum Computing is a long way out & the 10+ billions in value for 1 company is kinda funny.

$QSI Most think the main catalysts we have are the 20 amino acid detection later this year and Proteus launch in Q2 2027. Wrong! It is the merger/buyout!

$QSI wrong, likely seeing price stablisation between 1.25-1.30 hence why we see pullbacks to this level. Could set up a nice reversal from here if sellers are exhausted and momentum builds up again. Lets see

$QSI Wow. They think the interim data at HUPO 2026 was only the start of it. Great cash position. Very satisfied with the call so far

$QSI Virtually no companies are worth billions when they are formed. They all started off small. There are some future large and mega caps out there that have yet to become multi billion dollar businesses, whose technology has not become main stream and whose products are only on the cusp of tapping into high demand markets. This is one of those companies. Buy now or wish you'd bought later.

$QSI I’m seeing a very bright 20 coming in the next couple of weeks. Something tells me they already know. Haha.

$QSI Average full day volume~ 4.5 -5.0M. Have already traded more than a full days volume. Imo, this is not casual retail buying flow. Institutional repositioning, liquidity algos...Given bond mkt closed, this is not a sleepy session. Tape is alive and imo under accumulation.

$QSI Quantum-Si's Proteus platform could have implications far beyond laboratory protein analysis. Its biggest opportunity is advancing precision medicine by allowing researchers to understand diseases at the protein level. 1. Cancer diagnosis and treatment Discover previously unknown cancer-related proteins. Identify mutations and abnormal protein modifications. 2-Discover new biomarkers for earlier cancer detection. 3-Identify targets for personalized cancer treatments. 4-Better understand resistance to chemotherapy and immunotherapy. 5-Alzheimer's and Parkinson's research. 6-Rare genetic diseases. Infectious diseases. 7-Autoimmune disorders. Drug discovery and development. The biggest differentiator: Reference-free sequencing Traditional mass spectrometry often relies on existing protein databases. Proteus aims to sequence proteins directly, potentially identifying previously unknown proteins and variants. This could open an entirely new dimension of biological discovery.

$QSI There is no one who will have ground truth data on the proteome other than QSI. No One. Every drug maker, researcher, biowarfare scientist, agricultural scientist, medical researcher will want to validate ground truth of the proteome through proteus. Every AI biology stack will need ground truth data. This addresses multiple TAMS. Jonathan Rothberg knows what he has and it will not be sold at a discount. He has a veto proof majority on any buyout until mid-2028.