đDeeptech Signals Premium: 2025âs Triple Crown with CHIPS Actâs Hidden $10B Play, Navy-Backed Superconductors & the Photonic Quantum Leap (Full Models Inside)
Your Weekly Shortcut to Deeptech Investing â Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less
đ Thursday, May 22, 2025 | The Frontier Tech Intel You Canât Google
Hey investors,
Weâre at a pivotal moment in frontier tech. Semiconductors, superconductors, and quantum computing are rewriting the rules of wealth creation. The U.S. CHIPS Act is minting new billionaires. A room temperature superconductor patent is turning heads. Quantum startups are actually shipping. These are the breakthroughs thatâll birth tomorrowâs unicorns. Iâm handing you the playbook to get in first.
Hereâs todayâs insider briefing:
Macro Trigger: The U.S. CHIPS Act Phase 2 fueling AI-driven semiconductor startups like Celestial AI, with a $275M boost to cut chip defects by 90%. The hidden gem? AI-powered metrology tools are the real cash cow, set to hit a $10B market by 2030.
Patent Deep Dive: Taj Quantumâs verified superconductor patent (US 11,749,094), is showing promise at -73°C to 150°C. Taj Quantum, leveraging this IP, is already testing with the U.S. Navy, making it a prime pick for defense tech acquisitions.
Startup Teardown: Quantum Computing Inc. (QCi, Nasdaq: QUBT), a photonic quantum computing pioneer with a new chip foundry and NASA partnerships. With early revenue and an $8.6B market ahead, I see QCi as a high-growth bet for my US and European investors.
Investor Framework: My 2025 Defense Tech Scorecard is your edge to spot Lockheed and RTX acquisition targets. Green flags: SBIR Phase III contracts and ex-DARPA talent. Red flags: USPTO-only patents or stalled pilots.
đ¨VIP Alert: The premium report dives into the CHIPS Actâs Phase 2 winners like FlexSem, $600M for AI chip optimization, Amperon Materialsâ superconductor edge, sampling to Lockheed, and QuantumCorpâs quantum leap, 512 qubits, $45M ARR. Plus, the 2025 Defense Tech Scorecard to nail Lockheed/RTX acquisitions. This is your shot at 10x returns. Donât sleep on it. [Get the Edge Now â]
Stick with me. These insights could 10x your portfolio!
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đ¨ The 2025 Semiconductor Wealth Window: My Tactical Playbook to Ride the $1.2T CHIPS & EU Chips Act Boom
Iâm diving into the U.S. CHIPS Act and EU Chips Act, which are teaming up to ignite a massive tech boom. The U.S. is pouring $52 billion into chip manufacturing, while Europeâs dropping âŹ43 billion to supercharge chip production and back cutting-edge AI startups that make chips faster, better, and cheaper. Iâm talking about game-changers like Celestial AI in the U.S., with their massive $275 million haul, and Europeâs slick metrology tools (these are the breeding grounds for the next tech giants).
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đ° Why I'm Betting on the $17B Superconductor Breakthrough: Taj Quantum's Patent Validation & My Timeline for the Coming Wealth Transfer
Iâm excited to explain why superconductors are such a big deal. These materials let electricity flow with zero resistance, so no energy is lost as heat. Right now, they need super cold temperatures, like -196°C, using expensive liquid nitrogen or helium. A room-temperature superconductor, working at 25°C (77°F), would change everything. Imagine power grids cutting waste by 50%, quantum computers running without heat issues, or maglev trains floating on the cheap. While weâre not at room-temp yet, labs are making serious progress, and Iâm eager to show you how this could mean big profits for you. The global superconductor market is projected to hit $17 billion by 2030, growing 10% a year, per MarketsandMarkets, and startups are leading the way.
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đ¨ My Discovery: The Room-Temperature Quantum Breakthrough Wall Street Overlooked
Iâm excited to share my latest Startup Teardown, where I uncover tech disruptors that could redefine your portfolio. Today, Iâm diving into Quantum Computing Inc. (QCi, Nasdaq: QUBT), a US-based pioneer in photonic quantum computing thatâs gaining traction from Hoboken to Berlin. With a new chip foundry, partnerships like NASA, and early revenue, I see QCi as a high-growth bet in a $8.6B market. For my US and European investors, Iâve packed this analysis with an Investor Playbook, Exit Scenarios, and premium details to guide your decision. Letâs explore the tech, traction, financials, risks, and more to fuel your next big win.
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đ My 2025 Defense Tech M&A Playbook: The Top Startups Lockheed & RTX Are Eyeing in a $420B Defense Boom
Iâm excited to break down why defense tech startups are a hot ticket right now. The U.S. Department of Defense (DoD) is pouring billions into innovation to counter rising geopolitical tensions, with a focus on AI, autonomy, and space tech. Lockheed Martin and RTX, the big dogs, are hunting for startups to bolster their portfolios, especially those with dual-use tech (military and commercial applications). According to PwC, A&D M&A is booming in 2025, driven by strong cash flows and a push for emerging tech. The global defense platforms market is projected to hit $420.8 billion by 2032, growing 4.65% annually, per MarketResearchFuture. Startups with proven contracts, strong IP, and scalable tech are prime targets. For you premium investors, this scorecard will help you spot the ones Lockheed and RTX canât resist.
Wrap Up
Thatâs your premium edge this weekâmy 2025 Defense Tech M&A Playbook is your ticket to spotting the startups Lockheed and RTX are eyeing in a $420.8B defense boom. Taj Quantumâs verified superconductor patent (US 11,749,094) is powering up radar and quantum tech with a $10M Navy contract, Quantum Pulseâs AI-driven ISR is catching RTXâs eye with a $5M SBIR Phase III, SuperLinkâs space comms are ITAR-compliant and UK-backed for Lockheedâs space division, and GridSparkâs AI grid security is already tied to Lockheedâs supply chain. My scorecard (built on green flags like Phase III contracts, ex-DARPA teams, DE patents, and allied sales -ensures your bets are rock-solid). Plus, my insights on the DoDâs $3.2B SBIR program and rising allied budgets unlock the next M&A wave.
These are your shots at 5-10x returnsâdonât let other investors take your spot!
Want to follow the real journey of investing in the next $1B tech plays? Join me on my Instagram journey @eden_jana â Iâm sharing the signals, startup bets, and behind-the-scenes deeptech moves VCs donât talk about.
Youâre already in the inner circleânow letâs turn those $1M bets into $5M wins.
Stay sharp,
Eden Djanashvili
Author Invest Deeptech