Quantinuum

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Quantinuum

  • Top-Line Growth: Management confirmed that existing bookings and contract backlogs already support >100% year-over-year revenue growth in 2027, outstripping early Street models that initially projected ~68% growth.
  • Profitability Horizon: Quantinuum is projected to remain unprofitable through 2027–2028 as R&D spending expands. Management is currently targeting free cash flow (FCF) breakeven by 2030.

Bitcoin

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Crypto markets experienced a significant recovery during Q3 2026, driven by bitcoin and ether, which surged 43% and 70% from their Q2 lows, respectively. This momentum likely stems from increasing optimism as regulatory frameworks for cryptocurrencies advance in Washington.

Defence ETF

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VanEck Global Defence

—while DFND (VanEck Global Defence ETF) focuses on traditional and broad global military contractors that derive over 50% of their revenue directly from defence, aerospace, and software, placing a heavier emphasis on international (non-US) diversification

  • Palantir Technologies Inc. (Class A): 9.88%
  • RTX Corp: 7.86%
  • Thales SA: 6.95%
  • Hanwha Aerospace Co Ltd: 6.73%
  • Saab AB (Class B): 5.67%
  • Leonardo SpA: 5.47%
  • Elbit Systems Ltd: 5.46%
  • Curtiss-Wright Corp: 4.34%
  • Kongsberg Gruppen ASA: 3.98%
  • Singapore Technologies Engineering Ltd: 3.80%

Defence Tech ETF

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Global X Defence Tech

The main difference in holdings is that DTEC (Global X Defence Tech ETF) focuses on tech-driven, next-generation warfare innovation—such as artificial intelligence, drones, and cybersecurity.

  • Palantir Technologies Inc. (PLTR): ~12.52%
  • RTX Corporation (RTX): ~8.99%
  • General Dynamics Corporation (GD): ~8.41%
  • Lockheed Martin Corporation (LMT): ~8.26%
  • Northrop Grumman Corp. (NOC): ~7.53%
  • BAE Systems plc (BA): ~4.48%
  • Hanwha Aerospace Co., Ltd. (012450): ~3.82%
  • L3Harris Technologies Inc (LHX): ~3.71%
  • Rheinmetall AG (RHM): ~3.61%
  • Saab AB Class B (SAAB.B): ~3.57%