📂 $IBM

NVIDIA announced on its own newsroom that it has agreed to acquire Hugging Face for $12,930,300,000, 2.9x the company’s last priced round. The QuantLogix secondary tape had already repriced Hugging Face ~87% above that round — and still saw only half the deal. What changes on QuantLogix, and why the roster waited for the definitive agreement.

Quantinuum IPOs above $15 billion, IonQ is up more than 700% since September 2024, and Washington is taking $2 billion of equity stakes across nine quantum companies. The Financial Times reports the industry now expects quantum advantage by 2030 — here is how a hedge-fund discipline separates the investable theses from the lottery tickets, and why Q-Day is the one risk every portfolio already owns.

IBM surged 8.36% to $322.71 today while only 37.9% of the market advanced — and the QuantLogix 5-factor engine just stamped it 100/100 Strong Buy. Here is exactly what the signal is reading and what a disciplined trade plan looks like at this price.