Marc Lichtenfeld and The Oxford Club's The Oxford Income Letter are pitching the "TF3 Revolution"; here's the company behind the $20 stock claim and what the filings support.
One promotion, several names — all of them point to the same pitch, and the same stock.
“This $20 Stock Could Soon Make Every Chip Maker on Earth OBSOLETE?” That is the headline from The Oxford Club, with Marc Lichtenfeld fronting the promotion for The Oxford Income Letter.
The pitch promises a trillion-dollar TF3 breakthrough, a hidden company controlling the technology, a first-of-its-kind U.S. foundry, and a possible climb from below $20 to more than $300. We identify the stock below. Confidence is high at 92/100, though not certainty.
The promotion gives away a remarkably specific trail: a thin-film lithium niobate, or TFLN, foundry in Tempe, Arizona, opened on May 12, 2025. It also says the company can process 150mm wafers and is the only U.S. commercial foundry dedicated to this technology.
The supporting breadcrumbs are even more distinctive: a BMW vehicle-sensor optimization problem with roughly 3,800 variables solved in six minutes, NASA work involving Dirac-3, a January 2025 collaboration with Sanders TDI, and an early order from a major aerospace contractor. The same pitch is also branded as the “TF3 Chip Revolution.”
The headline stock is Quantum Computing Inc. (QUBT). The promotion's TF3 label maps to QCi's TFLN technology and its Tempe facility.
The strongest match is the foundry. QCi's May 13, 2025 release says the company held its Tempe ribbon cutting on May 12 and that the facility was already operational and filling customer pre-orders. Its TFLN materials describe the company as the only U.S. business capable of processing 150mm wafers. QCi's Form 10-Q uses more careful language, saying the site could be the nation's first dedicated optical integrated-circuit foundry using TFLN wafers. That is a very specific fingerprint.
The rest of the trail lands on QUBT too. QCi reported the BMW result as a six-minute solution involving 3,854 variables and more than 500 constraints, announced one NASA Dirac-3 contract in December 2024, and disclosed the Sanders TDI collaboration in January 2025. The stock traded at $8.78 on August 11, 2026, so the promotion's below-$20 hook also fits.
The wider bundle is less clean. NBXG is a credible match for “The Double-Digit AI Income Play,” and PBT is a credible match for the oil-and-gas royalty pitch. Aurora, Aptiv, Qualcomm and Luminar are plausible autonomy candidates, but the complete six-company report list wasn't publicly disclosed, so those remain guesses rather than solved identifications.
The offer bundles 6 bonus reports that tease their own stocks. 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 |
|---|---|---|
| The Double-Digit AI Income Play | NBXG — Neuberger Berman Next Generation Connectivity Fund Inc. | 90/100 — high |
| The Elon Musk 100X Moonshot: How to Claim Your Share of America’s $34 Trillion Physical AI Revolution | AUR — Aurora Innovation, Inc. | 35/100 — best guess |
| The Elon Musk 100X Moonshot: How to Claim Your Share of America’s $34 Trillion Physical AI Revolution |
The claim-by-claim checks below separate the clues that hold up from the copy that gets ahead of the filings, plus the claims that can't be verified from public records. The pattern is useful: the identity is strong even where the sales language isn't.
| The promotion claims | Verdict | What we found |
|---|---|---|
| One unknown company became America's first commercial TF3 manufacturer | Overstated | QUBT's Form 10-Q says its Tempe facility 'could be the nation's first dedicated optical integrated circuit manufacturing foundry using TFLN wafers,' while its May 2025 release says the facility was operational and filling pre-orders; that supports a first-of-kind claim but not an independently established fact that it was America's first commercial TF3 manufacturer. |
| The United States has only one commercial foundry dedicated to TF3-based chips | Checks out |
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This is another Marc Lichtenfeld promotion we've identified. Earlier campaigns included two enCore Energy pitches, “Uranium Profit Package” and “Trump Nuclear Mega-BOOM,” both up 13.91% since revelation; “Ultimate Dividend Package,” tied to AbbVie, at 0%; and “29% Account,” tied to Texas Pacific Land, down 8.23%. The earlier “The #1 Oil and Gas Royalty” pitch pointed to PBT, the same company appearing as a bonus match here.
That's a small, mixed set of prior identifications. It gives useful history, not a crystal ball.
America needs breakthrough photonic hardware, QUBT controls a rare U.S. foundry for it, and that could make existing chip makers obsolete while sending the stock from under $20 to $300. That's the argument.
The first link has substance. QUBT did open the Tempe facility, reported customer pre-orders and an aerospace order, and disclosed work involving NASA, Sanders TDI and BMW. Those are real pieces of an early commercial story. A unique facility can matter.
The weak link is the leap from “rare early-stage foundry” to “every chip maker on Earth becomes obsolete.” The filings don't establish that QUBT was definitively America's first commercial TF3 manufacturer; they say it could be the first dedicated TFLN foundry. The Canadian purchaser did not clearly return three months later, and QCi announced one December NASA contract, not multiple December contracts. The $300 target has no public analyst support here; the five-analyst consensus averages $18.33. That doesn't rule out a spectacular long-term outcome, but it certainly doesn't prove one.
On its own merits, QUBT is a speculative technology bet with an unusually clear facility-and-customer trail, not a demonstrated replacement for the global chip industry. The stock is interesting if the company can turn pre-orders, contracts and technical demonstrations into repeatable commercial revenue. The promotion's central breakthrough may be real; the claim that it makes every chip maker obsolete is where the bridge disappears.
How confident are we? 92 out of 100. We identified Quantum Computing Inc. (QUBT) from the promotion's own clues and checked 21 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 QUBT on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
See the QUBT data →Independent of the promotion — our own numbers, score and analysis.
Everything we track on QUBT in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.
| 25/100 — best guess |
| The Elon Musk 100X Moonshot: How to Claim Your Share of America’s $34 Trillion Physical AI Revolution | QCOM — Qualcomm Incorporated | 25/100 — best guess |
| The Elon Musk 100X Moonshot: How to Claim Your Share of America’s $34 Trillion Physical AI Revolution | LAZR — Luminar Technologies, Inc. | 15/100 — best guess |
| The #1 Oil and Gas Royalty for Huge Monthly Income | PBT — Permian Basin Royalty Trust | 70/100 — solid |
| QCi's TFLN page says it is 'the only company in the United States capable of processing 150mm wafers,' and its foundry page describes a first-of-its-kind Tempe facility dedicated to thin-film lithium niobate processing. |
| QUBT opened America's first commercial TF3 foundry in Tempe on May 12, 2025 | Checks out | QCi's May 13, 2025 grand-opening release says the company held its Tempe, Arizona foundry ribbon cutting on May 12, 2025, and that the facility was operational and fulfilling customer pre-orders. |
| QUBT's stock trades under $20 per share | Checks out | QUBT traded at $8.78 in the regular session on August 11, 2026, well below the promoted $20 threshold. |
| QUBT could rise above $300 per share | Can't verify | The current analyst consensus covers five analysts with an average target of $18.33; that does not establish a $300 target, but it also cannot disprove a speculative long-term possibility. |
| A major aerospace contractor placed QUBT's first commercial order in December 2024 | Checks out | QCi's December 9, 2024 release says it secured its first order for the TFLN photonic-chip foundry from a leading aerospace and defense contractor, with the first chips expected for delivery in December. |
| A Canadian quantum-computing firm ordered from QUBT and returned for more three months later | Contradicted | QCi's January 7, 2025 release identifies a Canadian photonic integrated-circuit design house as one purchaser; its January 28 release identifies a separate Canada-based research group, only 21 days later. The company's releases do not support the same Canadian quantum-computing firm returning three months later. |
| NASA awarded QUBT multiple Dirac-3 contracts in December 2024 | Contradicted | QCi announced one December 17, 2024 NASA contract for Dirac-3 phase unwrapping. QCi also announced other NASA awards in February and October 2024, but its Q4 release describes the December item as one additional contract, not multiple December contracts. |
| QUBT partnered with Sanders TDI in January 2025 | Checks out | QCi's January 15, 2025 release announced a collaboration with Sanders Tri-Institutional Therapeutics Discovery Institute to support research using Dirac-3 systems; Sanders TDI is a partnership of Memorial Sloan Kettering, The Rockefeller University and Weill Cornell Medicine. |
| QUBT solved BMW's 3,800-variable Vehicle Sensor Placement challenge in six minutes | Checks out | QCi reported solving BMW's Vehicle Sensor Placement problem in six minutes with 3,854 variables and more than 500 constraints, which supports the promotion's rounded 3,800-variable description. |
| NBXG yields about 9.2% through investments in AI companies | Can't verify | CEFConnect listed NBXG's market distribution rate at 9.31% on August 10, 2026, but Neuberger Berman describes the portfolio primarily as fifth-generation connectivity and next-generation technology investments rather than an exclusively AI-company portfolio. |
| NBXG uses covered-call income | Checks out | NBXG's shareholder report says the fund continues to employ an option-writing strategy intended to generate gains from option premiums and enhance risk-adjusted returns. |
| NBXG trades at roughly a 12% discount to net asset value | Checks out | CEFConnect showed NBXG trading at an 11.40% discount to NAV on August 10, 2026, close to the promoted 12% figure; its reported one-year average discount was 12.77%. |
| The six-stock report includes companies supplying autonomous-driving and robotaxi technology | Can't verify | Stock Gumshoe identified possible candidates, including Aurora, Aptiv, Qualcomm and Luminar, but the paid Oxford report's complete six-company list was not publicly disclosed. |
| Aurora supplies autonomous-driving technology | Checks out | Aurora's corporate description says its Aurora Driver combines self-driving hardware, software and data services for different vehicle types and applications, confirming a direct autonomous-driving technology business. |
| Aptiv supplies autonomous-driving and ADAS technology | Checks out | Aptiv's official ADAS materials say its active-safety technologies are deployed in more than 55 million vehicles and that its platforms scale from basic assistance to hands-off and eyes-off driving. |
| Qualcomm supplies autonomous-driving and robotaxi technology | Checks out | Qualcomm's Snapdragon Ride launch materials explicitly describe support ranging from L2+ highway autopilot to robo taxis, and its corporate profile identifies automotive ADAS and automated-driving systems as a business. |
| Luminar was an autonomous-driving lidar supplier | Checks out | Luminar historically developed lidar and autonomous-driving technology, but its 2025 Form 10-K says it ceased business operations after selling its lidar business to MicroVision in February 2026. |
| PBT is a Dallas-based oil-and-gas royalty company | Checks out | PBT's Form 10-K lists its principal office in Dallas, Texas, and describes royalty interests in the Waddell Ranch and Texas Royalty properties. |
| PBT collects income from more than 550 productive wells | Can't verify | PBT's 2022 Form 10-K does not verify more than 550 productive wells; it describes over 700 temporarily abandoned wells at Waddell Ranch and approximately 125 separate royalty interests across its Texas properties. |
| PBT rose 720% during the 2021–2022 oil surge | Can't verify | The available market history shows PBT's closing price rising 517.1% from August 2021 through August 2026, but it does not isolate the claimed 2021–2022 interval. PBT's 2022 Form 10-K does show distributable income per unit rising 400% year over year, which is a different measure from the stock price. |
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