Quantinuum (QNT) 3Q26: Good quarter as company executes to their roadmap and not an AI trade.

Quantinuum announced their Q3 FY2026 earnings after the market closed beating consensus on revenue and EPS and raising FY revenue guidance. While the numbers are important the story is all about the ability of the company to execute and deliver Sol in H2CY27 and Apollo in CY29 - which are both on-track. In addition, Quantinuum continues to outperform competitors in delivering better and better error correction. QNT is also NOT an AI trade which in the current volatile market is important to remember. Quantum computers can work with AI, but the technology does not depend on the success of AI, the building of large datacenters, or the availability of power that are so critical to the success of AI. Given the strong leadership position of Quantinuum, and increasing adoption of their technology (distribution with another hyperscaler and expanded their Oracle partnership), the company is executing to their roadmap which is what everyone is focused on. This is an investment based on long-ter