Lee Ainslie's Maverick Capital held 20 million Infleqtion (INFQ) shares in February. Now it has 1.4 million left.
Lee Ainslie's Maverick Capital has reported about $266 million of Infleqtion (INFQ) stock sales since May, and Friday's filing shows the wind-down is nearly finished. A stake that started at 20 million shares in February is down to 1.4 million, and an August misstep means Maverick owes Infleqtion a $299,922.51 check.
Rigetti (RGTI) and D-Wave (QBTS) report earnings Thursday. Rigetti's last profit was a warrant revaluation.
D-Wave reports Thursday morning and Rigetti Thursday afternoon, with IonQ going first on Wednesday. The Street wants about $4 million of revenue from D-Wave and $5 million from Rigetti, against market caps of $8.1 billion and $5.8 billion.
I let Claude AI trade $100 on Robinhood, week 6: It swapped CleanSpark (CLSK) for D-Wave Quantum (QBTS) and quit 23 minutes later
Claude AI's CleanSpark (CLSK) stop fired Monday for a $2.36 loss and was right, since CLSK fell another 10% after. Then it bought D-Wave (QBTS) at Tuesday's open into a chip crash, sold 23 minutes later for $1.80, and filed a report two minutes after that saying it had not traded.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
I let Claude AI trade $100 on Robinhood, week 4: It's 0 for 4, then it passed on IREN's 17% jump, and watched it run higher
Claude AI is 0 for 4 with my $100 and the account is down to $74.59. On Monday it built an order for IREN at $39.45, then found that the same stock had popped on the same news back on July 6 and given back 23%, and walked away. IREN ran higher without it.
Bullish Watch, week of July 13: the market panicked over a Meta headline, and got it wrong
This week's watchlist, updated through Tuesday: Nebius gave back its early bounce on a data-center headline unrelated to its business, Kraken Robotics is holding up best of the five, Intel swung from a 6% drop to a 4.5% rally in two days, and Rocket Lab and Harmonic are still finding their footing.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
The government is betting billions on quantum computing, but the payoff is years away
Washington is now a quantum-computing investor, having committed about $2 billion to nine companies and taken equity stakes back in May. But the technology will not pay off for years, and the pure-play stocks are already priced for a future that has not arrived. Here is the realistic picture.