Defiance’s Substack
Defiance ETFsMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | |||||
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defianceetfs.substack.comLatest Issues
Three Pricing Surfaces, One Trading Week: The Quantum Public Market Gets Its Calibration Event
Hi everyone,
Three independent quantum pricing surfaces all moved inside one trading week. On Monday this week, Quantinuum upsized its IPO to $1.46 billion at a $53 to $55 range on 26.5 million shares, lifting fully diluted valuation to ro...
From Filing to Ticker: Quantum's Comp Grid Goes Live
Quantinuum set the price range on its Nasdaq IPO on this week, offering 21,052,632 Class A shares at $45 to $50 under the ticker QNT, putting fully diluted valuation at roughly $12.7 billion at the high end on a $1.05 billion raise.¹
Two w...
AI's Power Trade Just Got Marked to Market
NextEra Energy announced a $67 billion all-stock acquisition of Dominion on Monday, creating the largest utility in the US with more than 130 gigawatts of large-load opportunities in its pipeline. That deal is what the AI energy trade looks...
Quantum’s Commercialization Thesis Faces Its First Real Earnings-Season Stress Test
Hi everyone,
IonQ beat Q1 revenue by 30 percent, raised full-year guidance by roughly $30 million, and the stock fell 9 percent on the print. That gap is what the first real quantum earnings cycle of 2026 is teaching the market.
D-Wave re...
The AI Trade Is Now an Energy Trade, and Quantum Is Riding the Same Rails
Hi everyone,
The four largest hyperscalers are now guiding to roughly $700 billion in combined capex for 2026, with Amazon at about $200 billion, Alphabet at $185 billion, and Microsoft printing a $37.5 billion quarterly capex line that wa...
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Defiance Investments offers ETFs targeting growth-oriented companies. Learn more at defianceetfs.com. Distributer: Foreside Fund Services, LLC.
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