Jason Simpkins and Angel Investment Research are pitching the Quantum Compass in Secret Stock Files. We trace the clues and test the claims.
One promotion, several names — all of them point to the same pitch, and the same stock.
“The Most Important Weapon System America Ever Built Is DEAD ... Now the Pentagon Is Pouring BILLIONS Into Its Replacement — It‘s Called ’Quantum Compass' and One Tiny Stock Is Already Building It”
That is the headline from analyst Jason Simpkins and Angel Investment Research, selling the paid publication Secret Stock Files. The pitch says a tiny public company is building quantum navigation technology for the Pentagon, with a first-100-people deadline for anyone who says yes today.
The stock is identified below. We’re highly confident in the match, at 92 out of 100, though several of the promotion’s performance claims are carrying more rocket fuel than the filings do.
The trail starts with ColdQuanta, an earlier company name tied to a DARPA C-SCAN award, and runs through neutral-atom quantum technology, a 1,600-atom array, 99.73% entangling fidelity, quantum navigation products and a Royal Navy underwater-vehicle trial. The pitch also points toward a Commerce Department letter of intent for up to $100 million, plus relationships involving NVIDIA, NASA, JPMorgan, DARPA and L3Harris.
A separate bonus report called “Lightspeed Profits: Inside the New Tech Frenzy With the Potential to Drive 1,000% Gains or More.” appears in the offer and points toward Lightwave Logic. That is a weak secondary match, not the Quantum Compass answer: its QPICs partnership and electro-optic polymers fit, while the claims about PK-10, squeezed light and more than 78 patents aren’t supported by the company materials reviewed.
The Quantum Compass stock is Infleqtion, Inc. (NYSE: INFQ). The strongest clue is the ColdQuanta lineage: Infleqtion identifies ColdQuanta as its former name, and government-contract records show ColdQuanta received an initial DARPA C-SCAN technical-support award worth approximately $207,400 in 2014.
The rest of the trail lands in the same place. Infleqtion says it demonstrated a 1,600-physical-qubit neutral-atom array with 99.73% entangling fidelity. Its materials also describe quantum navigation work, including a Royal Navy trial, while its SEC-filed transaction materials list NASA, JPMorgan, DARPA and L3Harris among its customers or collaborators. The company completed its public-company transaction and began trading on the NYSE under INFQ in February 2026.
The Commerce Department clue fits too, but with an important footnote: Infleqtion and the National Institute of Standards and Technology announced a letter of intent for up to $100 million in proposed, milestone-dependent funding. That is not the same thing as $100 million already paid, and it is a long way from proving that the Pentagon is pouring billions into a finished replacement system.
Lightwave Logic is the bonus guess, not the headline answer. Its partnership with QPICs and work on electro-optic polymers make the quantum-photonics connection plausible, but the specific PK-10, squeezed-light and more-than-78-patent claims remain unverified.
The offer bundles a bonus report that teases its own stock. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|---|---|
| Lightspeed Profits: Inside the New Tech Frenzy With the Potential to Drive 1,000% Gains or More. | LWLG — Lightwave Logic, Inc. | 38/100 — best guess |
The clues do converge on Infleqtion, but a good match isn’t a permission slip for every dramatic sentence in the ad. The claim-by-claim checks below separate the documented technology, contracts and relationships from the details that overreach or cannot be verified in company filings and official materials.
| The promotion claims | Verdict | What we found |
|---|---|---|
| The company behind the Quantum Compass went public on the NYSE in February 2026. | Checks out | Infleqtion’s February 13, 2026 Form 8-K and subsequent prospectus document the closing of its public-company transaction and its NYSE listing under INFQ. |
| ColdQuanta received an initial DARPA C-SCAN contract worth a little over $200,000. | Checks out |
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The offer says the first 100 people who say yes today get in. We received this campaign on one day, October 6, 2026, so the record is too thin to judge whether that deadline rolls or whether the 100-person limit is real. One day is a snapshot, not a countdown study.
There is no stated earnings date, regulatory decision, index change or other external event tying the deadline to something checkable. For now, “today” is simply the deadline printed on the promotion.
This is the latest in a string of Jason Simpkins promotions we’ve identified. Earlier pitches matched “The Retinal Matrix” to Kopin Corporation, “Golden Dome Riches” to Mercury Systems, “UAP Defense Contractor” to Amentum Holdings, “Uber Air” to Joby Aviation and “Galactic Supply Chain” to Rocket Lab.
Since those reveals, Mercury is down 22.32%, Amentum is up 0.4%, Joby is down 20.83% and Rocket Lab is down 11.56%. No performance figure was supplied for Kopin, so there’s nothing useful to add there.
The promotion’s central claim is simple: America’s old strategic navigation weapon is finished, the Pentagon must replace it with quantum navigation, and Infleqtion is the tiny company already building that replacement. The first half has a real technological spine. Infleqtion has neutral-atom systems, a DARPA history, quantum-navigation work and a Royal Navy trial. This isn’t vapor in a slide deck.
The weakest link is the leap from promising technology to a Pentagon-funded replacement worth billions. The evidence supports government relationships and a proposed Commerce Department funding arrangement of up to $100 million, subject to milestones. It does not establish a multibillion-dollar Pentagon program, nor does it show that Infleqtion has already won the replacement contract. The one-billionth-of-a-second-per-day claim is especially slippery: the Royal Navy trial is documented, but Infleqtion’s published materials reviewed here don’t state that exact loss rate.
On its own merits, Infleqtion has the kind of technical position that can justify serious attention: a neutral-atom platform, reported performance milestones and customers or collaborators across government, finance and computing. But a newly public quantum company is not the same thing as a proven defense supplier. Proposed funding isn’t revenue, a collaborator list isn’t a purchase order, and a trial isn’t deployment.
So the stock identification is strong; the sales pitch is stronger than the evidence. Infleqtion carries the thesis. The bonus Lightwave Logic idea has a real photonics connection but much thinner support, and it shouldn’t be treated as a second confirmed Quantum Compass company.
How confident are we? 92 out of 100. We identified Infleqtion, Inc. (INFQ) from the promotion's own clues and checked 17 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.
Knowing which stock it is only gets you halfway. We score INFQ on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
Read the INFQ report →Independent of the promotion — our own numbers, score and analysis.
The analyst-grade research report — charts, grades, valuation, and price targets — in 10 minutes.
| The company reportedly built a 1,600-atom neutral-atom array. | Checks out | Infleqtion’s go-public announcement states that the company had demonstrated 1,600 physical qubits in a record neutral-atom array. |
| The company achieved 99.73% two-qubit or entangling fidelity. | Checks out | Infleqtion’s go-public announcement reports 99.73% entangling fidelity and describes it as the highest achieved by a neutral-atom company. |
| Infleqtion signed a Commerce Department letter of intent for up to $100 million. | Checks out | Infleqtion and the National Institute of Standards and Technology announced a Commerce Department letter of intent providing for up to $100 million in proposed, milestone-dependent funding. |
| NVIDIA is among Infleqtion’s customers or partners. | Checks out | Infleqtion’s company materials describe an ongoing NVIDIA collaboration involving its Sqale neutral-atom system and NVIDIA CUDA-Q. |
| NASA is among Infleqtion’s customers or collaborators. | Checks out | Infleqtion’s SEC-filed transaction materials list NASA among the government agencies supporting or using its technology programs. |
| JPMorgan is among Infleqtion’s customers or collaborators. | Checks out | Infleqtion’s SEC-filed transaction materials state that its Customers & Collaborators page lists JPMorgan. |
| DARPA is among Infleqtion’s customers or collaborators. | Checks out | Infleqtion’s SEC-filed materials list DARPA among its government relationships, and the company separately documents its DARPA C-SCAN and later quantum-software work. |
| L3Harris is among Infleqtion’s customers or collaborators. | Checks out | Infleqtion’s SEC-filed transaction materials state that its Customers & Collaborators page lists L3Harris. |
| Both quantum names trade below $3 billion in market capitalization. | Checks out | On October 9, 2026, INFQ’s market capitalization was approximately $2.44 billion and Lightwave Logic’s was approximately $0.79 billion, putting both below $3 billion. |
| Infleqtion’s Royal Navy clock loses about one-billionth of a second per day. | Overstated | Infleqtion and the Royal Navy documented a real underwater autonomous-vehicle trial, but Infleqtion’s published Tiqker materials do not state a one-nanosecond-per-day loss; they instead describe hydrogen-maser-like stability and better holdover than cesium-beam clocks after one day. |
| Lightwave Logic develops electro-optic polymers for photonic integrated circuits. | Checks out | Lightwave Logic’s 2025 Form 10-K says it develops and commercializes electro-optic polymer materials for integration into silicon photonics and other photonic integrated-circuit platforms. |
| Lightwave Logic has a deal with QPICs involving quantum photonic circuits. | Checks out | QPICs and Lightwave Logic announced a partnership to develop photonic quantum-circuit process design kits using Lightwave’s electro-optic polymer platform. |
| Lightwave Logic’s technology is built around a polymer called PK-10. | Can't verify | Lightwave Logic’s filings and product materials describe Perkinamine electro-optic polymers, but no company filing or official page reviewed identified a product or polymer called PK-10. |
| Lightwave Logic uses squeezed-light technology. | Can't verify | Lightwave Logic’s filings and official product pages reviewed do not establish that its electro-optic polymer platform is used for squeezed-light technology. |
| Lightwave Logic has more than 78 patents. | Can't verify | Lightwave Logic’s 2025 Form 10-K reports 67 granted patents, while its patent page says more than 70 issued or pending patents; those disclosures do not verify a total above 78. |
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Infleqtion is building a real quantum platform across sensing, timing, software, and computing, but the stock already prices in a lot of future success. Revenue is growing fast, yet losses remain deep and the valuation is demanding.
Infleqtion Inc (INFQ) gained after a bottom-line miss, but the deeper story is record Q2 revenue, raised 2026 guidance, and growing traction in sensing and timing. This analysis goes beyond the headline to weigh commercial momentum, analyst support, and the path toward scale.