To The Moon

Trump Master Plan - Part 2.

In case you have not come across part 1 of a two-parts post, here’s the link. Please help Repost after reading, so that more will know ok. Thanks !

In addition to possible funding for “Quantum Computers & Quantum Cloud Services”, the Trump administration is also looking holistically at auxiliary sectors (Apps, Security & Storage), that forms an overall ecosystem for quantum computing. (see below)

Let’s dive in.

Quantum Chips & Solutions

(1) $Intel(INTC)$.

• It is one of few established semiconductor giants heavily investing in silicon spin qubits—an approach compatible with standard chip manufacturing.

• INTC’s scalable quantum chip ambition could position it as a dominant hardware supplier once qubit error correction becomes industrially viable.

• In Q2 2025 and Q3 2025, INTC reported stronger data center and AI chip revenues, but its quantum research unit remains non-profitable, focusing on long-term R&D rather than near-term monetization.

• Being a veteran megacap listed stock, it still retains its ‘advantageous”. (see above)

(2) $MicroCloud Hologram Inc.(HOLO)$

• HOLO specializes in holographic display and quantum technology interfaces, targeting future spatial computing and quantum communication use.

• The firm has operated at a net loss for past 2 quarters as it scales R&D and experimental deployments.

• Despite that, investor interest revived after strategic collaborations in photonic quantum solutions.

• HOLO however, remains down approximately -98.08% YTD following volatile trading typical of micro-cap tech speculative plays. (see below)

• At first glance, it looks like HOLO might have undergone multiples reverse stock splits.

• After verification, I was right.

• In 2024 — on 02 Feb, it underwent a 1-for-10 reverse stock split and again on 09 Oct, a 1-for-20 reverse split.

• In 2025 — on 21 Apr, it reverse split again in a 1-for-40 ratio.

• Cumulatively, the effect of 3 reverse stock splits is approximately a 1:8000 reverse split, meaning every 8,000 pre-split shares equal 1 share after these combined reverse splits.

HOLO most probably will not be shortlisted by the Trump administation simply because it is a Shenzhen, China headquartered company.

Quantum Security & Encryption Technology

(3) $SEALSQ Corp(LAES)$.

• This company focuses on post-quantum cryptography and quantum-resistant chips, serving enterprise clients preparing for quantum decryption threats.

• LAES has maintained negative EBITDA for the last 2 quarters, and margins remain thin due to R&D expansion.

• For H1 2025, net loss amounted to -$20 million; a further -86% YOY widened loss from H1 2024.

• LAES stock has lost roughly -19.15% YTD, reflecting pressures from broad market volatility and sector-specific factors. (see below)

As of 24 Oct 2025

Wrapping up on a “brighter” note:

• On 09 Oct 2025. LAES has launched a “Made in USA” quantum-security JV with Trusted Semiconductor Solutions (TSS) for US defense agencies.

• On 13 Oct 2025, LAES expanded a smart-grid security agreement with Landis+Gyr.

• On 14 Oct 2025, LAES has teamed up with Swiss fintech Wecan Group to build a post-quantum KYC solution.

• The partnership with US defense and IoT firms enhances its credibility in future-proof encryption solutions.

• CEO Carlos Moreira shared that LAES’s rapid growth “signals the company is entering a growth phase” and reaffirmed LAES’s full-year guidance of $17.5–$20.0 million.

(4) $Arqit Quantum Inc.(ARQQ)$

• ARQQ provides “symmetric key agreement” networks designed to resist quantum decryption by leveraging satellite-based quantum communication.

• The firm remains unprofitable in the last two quarters, with narrowing losses after reducing operational overhead.

• ARQQ has been volatile, rebounding +12.34% YTD after prior heavy declines.

• It attracts institutional interest due to strategic alignment with telecom and cybersecurity infrastructure.

ARQQ will also probably not be shortlisted by Trump administration for fundings due to the fact that it is a London,UK based company, listed in US exchange.

Data Storage & Management

(5) Quantum Corp (QMCO)

• QMCO develops high-performance storage architectures, optimized for quantum and AI workflows.

• Its technology forms the backbone of quantum memory and large-scale data throughput processes.

• The company posted mixed earnings results: Q2 profitability, then a return to small losses in Q3 as cost reductions lagged hardware demand cycles.

• QMCO shares crashed about -80.78% YTD, supported by its focus on integrating data management into hybrid cloud-quantum environments. (see below)

Honestly for myself, I am quite ‘concerned’ about QMCO performance. Would not touch it for now.

(6) WiMi Hologram Cloud (WIMI)

• WiMi integrates holographic AR with emerging quantum memory and AI simulation technologies.

• Financially, it has posted consecutive quarterly losses, reflecting heavy R&D spending and limited monetization so far. (see below)

• Like HOLO (above), WIMI has undergone 2 stock splits in April 2025, almost back-to-back.

• On 03 Apr 2025, it went through a 2-for-1 forward stock split. 11 days later on 14 Apr 2025, it did a 1-for-20 reverse stock split.

• The latter exercise drove WIMI stock price to $77 per share and it has been sliding since.

• Its stock is roughly flat YTD after midyear volatility linked to China technology sentiment swings.

• WIMI’s strength lies in its pipeline of (a) patent filings in quantum visualization and (b) photonic data storage models.

WIMI is unlikely to be considered for stake and control by the Trump administration. This is because it is a Chinese company, headquartered in Beijing, China.

Overall Summary

The three verticals of quantum chips, quantum security, and quantum storage, form the triad driving the US vision for next-generation computing.

• Chips enable computational scaling.

• Security ensures data resilience in a post-quantum world.

• Storage technologies support ultra-fast information throughput.

Together, they represent the foundation of the emerging quantum infrastructure that could redefine computing sovereignty, cybersecurity, and data intelligence in the coming decade.

However, with an extremely weak finances, it will take a ‘miracle’ for them to pull through and become ‘future’ stock leaders.

Only INTC looks strong right now due to its latest quarterly earnings report. The others - I'd rather not invest. Quite certain, there are other companies with similar tech capabilities but stronger finances, worthy of investment.

Remember to check out my other posts. (See below). Help to Repost ok, Thanks.

Must Read: Click on below titles to access. Repost to share, Like as encouragement ok. Thanks.

• Trump's Quantum Computing Master Plan. Buy ? Thu, 30 October. Idea post.

• GOOG Hits $290 After Q3 2025 Earnings ? Maybe ? Wed, 29 October. Idea post.

• Quantum - Buy The Rumours, Buy WQTM ! Tue, 28 October. Idea post.

• Do you think Quantum Computing (QC) is the next IT wave to hit the shore ’?

• Do you think WQTM is worth a 2nd look ?

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