Quantum-Computing

This is the flagship of the engine behind our quantum-safe sector forecast: the full thirteen-factor model, run on the universe where every signal can be cross-checked against a listed balance sheet and a live market — and where accuracy can therefore be measured, not asserted.

• Quantum-native
  policyacademicpatent flowecosystem
  The moat: government awards filtered for quantum relevance, institution-resolved research flow, 3-year patent velocity, SDK stars and downloads. Evidence a generalist platform can't source.
• Momentum
  momentumdisclosure
  Source-weighted mention flow across papers, filings, policy and news — with stale feeds automatically excluded from the window.
• Money
  runwayvaluegrowth
  XBRL-derived: cash endurance against real burn, enterprise value per quantum asset, revenue trajectory. Survival is a scored dimension.
• Management
  talent flowhiring
  Academic-to-industry author migration detected in the research record, and live job-board flow straight from company ATS endpoints.
• Market structure
  volatilityscale
  Context factors. Price itself never enters the composite — the market is the exam, not the textbook.

The four pillars a generalist mosaic scores — momentum, market, money, management — are all here. What they can't replicate is the quantum-native layer, which carries the plurality of the weight. Factors that structurally don't apply to a company are marked n/a, never zero: a supplier isn't punished for having no quantum patents. Weights are proprietary and disclosed to clients.

Actual model output, as of 2026-07-04; names redacted publicly. The shape is the product: coverage is disclosed per name, a name we can't evidence is gated rather than guessed, and setups carry their risk in the same row — the rebound candidate above is flagged for balance-sheet runway at the same time. Supplier names are scored only on the factors that structurally apply to them.

• Patent flow ≠ patent stock
  88% vs 22%
  One hardware maker filed 88% of its lifetime quantum patents in the last three years; another, 22%. Flow-windowed factors separate fresh IP from ageing IP — a distinction headline patent counts miss entirely.
• Runway meets rebound
  The setup and the risk, one row
  A rebound candidate's leading indicators turned up while its cash covered under a year of burn at the current rate. The model prints both tags on the same line — conviction and survival are scored together.
• Adoption telemetry
  2.1M downloads / month
  Quantum SDK downloads across the universe run at 2.1 million a month — a live developer-adoption meter that moves quarters before contracts or revenue do.
• The guard rails work
  A $17B near-miss
  A conglomerate's government facility-management award — billions, zero quantum content — nearly entered a policy factor. Entity resolution and relevance filters caught it. Regression tests keep it caught.

Information coefficients — the rank correlation between what we scored and what then happened — are the standard a factor desk holds itself to. We publish ours on the schedule above, favorable or not. Until the windows close, we claim process, not results: a forecast you can't audit is an opinion.

• Weekly
  Signal sheet
  The unredacted leaderboard with per-company drilldowns — thirteen factor readings, the evidence behind each, coverage and applicability disclosed per name.
• Event-driven
  Rebound watchlist
  Leading indicators up, price down, survival screened — the mean-reversion setup, systematized, with the balance-sheet filter that keeps it investable.
• Monthly
  Macro regime read
  The sector regime state, what it historically means for factor efficacy, and how the signal should be sized in the current tape.
• Quarterly · from Q3 2026
  Validation addendum
  Published ICs per horizon and per factor, hit rates, and what we recalibrated in response. The audit trail is the deliverable.